'The AI trade is still on': Wall Street sees Big Tech's spending as positive for semiconductor stocks
https://finance.yahoo.com/markets/article/the-ai-trade-is-still-on-wall-street-sees-big-techs-spending-as-positive-for-semiconductor-stocks-121056519.html
https://finance.yahoo.com/markets/article/the-ai-trade-is-still-on-wall-street-sees-big-techs-spending-as-positive-for-semiconductor-stocks-121056519.html
Yahoo Finance
'The AI trade is still on': Wall Street sees Big Tech's spending as positive for semiconductor stocks
Alphabet's increased capex forecast for 2026 this week was the latest tailwind for AI infrastructure stocks.
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Corporate America is the most optimistic it's been in 15 years — but the market's still stuck: #Chart of the Day
https://finance.yahoo.com/markets/article/corporate-america-is-the-most-optimistic-its-been-in-15-years--but-the-markets-still-stuck-chart-of-the-day-121054259.html
https://finance.yahoo.com/markets/article/corporate-america-is-the-most-optimistic-its-been-in-15-years--but-the-markets-still-stuck-chart-of-the-day-121054259.html
Yahoo Finance
Corporate America is the most optimistic it's been in 15 years — but the market's still stuck: Chart of the Day
More S&P 500 companies are raising their profit outlooks than cutting them — a setup that would normally lead to a stock market rally that hasn't come.
Silicon Valley divided over restricting Chinese AI as China closes gap with US
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/silicon-valley-divided-over-restricting-chinese-ai-china-closes-gap-us
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/silicon-valley-divided-over-restricting-chinese-ai-china-closes-gap-us
The Business Times
Silicon Valley divided over restricting Chinese AI as China closes gap with US
China is catching up quickly in part because of its embrace of open source Read more at The Business Times.
#FundFlow
UOB, Singtel and The Hour Glass lead buybacks
https://www.businesstimes.com.sg/companies-markets/uob-singtel-and-hour-glass-lead-buybacks
UOB, Singtel and The Hour Glass lead buybacks
https://www.businesstimes.com.sg/companies-markets/uob-singtel-and-hour-glass-lead-buybacks
The Business Times
UOB, Singtel and The Hour Glass lead buybacks
OVER the five trading sessions through Jul 23, 13 primary-listed companies repurchased a combined S$22.5 million of their shares through market acquisitions. Read more at The Business Times.
How Rockefeller Foundation is unlocking big impact in South-east Asia
https://www.businesstimes.com.sg/companies-markets/how-rockefeller-foundation-unlocking-big-impact-south-east-asia
https://www.businesstimes.com.sg/companies-markets/how-rockefeller-foundation-unlocking-big-impact-south-east-asia
The Business Times
How Rockefeller Foundation is unlocking big impact in South-east Asia
Initiatives include an intercropping programme which has helped Indonesian farmers boost their income 15% Read more at The Business Times.
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CXMT poised to become biggest China-listed firm on trading debut amid memory chip investment frenzy
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/cxmt-poised-become-biggest-china-listed-firm-trading-debut-amid-memory-chip-investment-frenzy
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/cxmt-poised-become-biggest-china-listed-firm-trading-debut-amid-memory-chip-investment-frenzy
The Business Times
CXMT poised to become biggest China-listed firm on trading debut amid memory chip investment frenzy
Firm is the world’s fourth-largest maker of dynamic random-access memory, or DRAM Read more at The Business Times.
While You Were Sleeping: 5 stories you might have missed, July 27, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-27-2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-27-2026
The Straits Times
While You Were Sleeping: 5 stories you might have missed, July 27, 2026
While You Were Sleeping: 5 stories you might have missed, July 27, 2026. Read more at straitstimes.com. Read more at straitstimes.com.
Chipmaker CXMT vaults to top of China’s valuation with 530% surge in Shanghai debut
It overtakes Industrial and Commercial Bank of China to become most valuable company listed in country
https://www.businesstimes.com.sg/international/global/chipmaker-cxmt-vaults-top-chinas-valuation-530-surge-shanghai-debut
It overtakes Industrial and Commercial Bank of China to become most valuable company listed in country
https://www.businesstimes.com.sg/international/global/chipmaker-cxmt-vaults-top-chinas-valuation-530-surge-shanghai-debut
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Oil slumps as US pause of Iran strikes cools regional tensions
https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-slumps-us-pause-iran-strikes-cools-regional-tensions
https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-slumps-us-pause-iran-strikes-cools-regional-tensions
The Business Times
Oil slumps as US pause of Iran strikes cools regional tensions
Brent has still surged by more than a quarter in July Read more at The Business Times.
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MariBank taps Sea’s ecosystem to build regional banking group from Singapore
https://www.businesstimes.com.sg/companies-markets/maribank-taps-seas-ecosystem-build-regional-banking-group-singapore
https://www.businesstimes.com.sg/companies-markets/maribank-taps-seas-ecosystem-build-regional-banking-group-singapore
The Business Times
MariBank taps Sea’s ecosystem to build regional banking group from Singapore
This edge is even more important now as digital bank seeks to differentiate itself from traditional lenders Read more at The Business Times.
Beyond tariffs, Trump’s playbook pushes US solutions for Asean needs
https://www.businesstimes.com.sg/international/asean/beyond-tariffs-trumps-playbook-pushes-us-solutions-asean-needs
https://www.businesstimes.com.sg/international/asean/beyond-tariffs-trumps-playbook-pushes-us-solutions-asean-needs
The Business Times
Beyond tariffs, Trump’s playbook pushes US solutions for Asean needs
US officials will push the reliability of US equipment and technology to rebalance trade in favour of the world’s largest economy Read more at The Business Times.
Seatrium shares close 8.9% higher after positive profit guidance
Company says it expects to report ‘material year-on-year improvement in net profit’ for H1
Seatrium : 5E2 +8.92% led the gainers on Singapore’s blue-chip index, rising 8.9 per cent or S$0.19 to S$2.32
https://www.businesstimes.com.sg/companies-markets/seatrium-shares-rise-4-7-after-positive-profit-guidance
Company says it expects to report ‘material year-on-year improvement in net profit’ for H1
Seatrium : 5E2 +8.92% led the gainers on Singapore’s blue-chip index, rising 8.9 per cent or S$0.19 to S$2.32
https://www.businesstimes.com.sg/companies-markets/seatrium-shares-rise-4-7-after-positive-profit-guidance
The Business Times
Seatrium shares rise 4.7% after positive profit guidance
The company says it expects to report a ‘material year-on-year improvement in net profit’ Read more at The Business Times.
Nvidia in talks on US$250 billion backing for OpenAI hub, WSJ says
https://www.businesstimes.com.sg/startups-tech/technology/nvidia-talks-us250-billion-backing-openai-hub-wsj-says
https://www.businesstimes.com.sg/startups-tech/technology/nvidia-talks-us250-billion-backing-openai-hub-wsj-says
The Business Times
Nvidia in talks on US$250 billion backing for OpenAI hub, WSJ says
This helps the AI lab lease a 10-gigawatt data centre hub that SoftBank Group is developing in Ohio Read more at The Business Times.
Chinese biotech overtakes AI as emerging-market growth trade
https://www.businesstimes.com.sg/companies-markets/consumer-healthcare/chinese-biotech-overtakes-ai-emerging-market-growth-trade
https://www.businesstimes.com.sg/companies-markets/consumer-healthcare/chinese-biotech-overtakes-ai-emerging-market-growth-trade
The Business Times
Chinese biotech overtakes AI as emerging-market growth trade
China drugmakers are expanding globally through licencing deals with multinational giants Read more at The Business Times.
How did China’s DRAM champion CXMT become its most valuable listed company?
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/how-did-chinas-dram-champion-cxmt-become-its-most-valuable-listed-company
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/how-did-chinas-dram-champion-cxmt-become-its-most-valuable-listed-company
The Business Times
How did China’s DRAM champion CXMT become its most valuable listed company?
Its US$487 billion market value after its debut put it at around half the valuation of Micron and SK Hynix Read more at The Business Times.
China’s Moonshot to release breakthrough Kimi K3 AI model for download
https://www.businesstimes.com.sg/startups-tech/technology/chinas-moonshot-release-breakthrough-kimi-k3-ai-model-download
https://www.businesstimes.com.sg/startups-tech/technology/chinas-moonshot-release-breakthrough-kimi-k3-ai-model-download
Electronics lifts Singapore factory output 7.2% in June, but growth misses forecasts
https://www.businesstimes.com.sg/singapore/economy-policy/electronics-lifts-singapore-factory-output-7-2-june-growth-misses-forecasts
https://www.businesstimes.com.sg/singapore/economy-policy/electronics-lifts-singapore-factory-output-7-2-june-growth-misses-forecasts
The Business Times
Electronics lifts Singapore factory output 7.2% in June, but growth misses forecasts
The median estimate by private-sector economists is for a 9.1% expansion Read more at The Business Times.
Red Sea shipping slows after Houthi attack on Saudi Arabia, data shows
https://www.businesstimes.com.sg/companies-markets/transport-logistics/red-sea-shipping-slows-after-houthi-attack-saudi-arabia-data-shows
https://www.businesstimes.com.sg/companies-markets/transport-logistics/red-sea-shipping-slows-after-houthi-attack-saudi-arabia-data-shows
The Business Times
Red Sea shipping slows after Houthi attack on Saudi Arabia, data shows
Eleven commodity vessels pass through the Bab el-Mandeb strait on Sunday, the lowest level in months Read more at The Business Times.
#HKMarketUpdate
<Full-day Takeaway>HSI Closes at 25,207, Up 243 pts; HSTI Closes at 4,702, Up 72 pts; XIAOMI Up over 7%; HSBC HOLDINGS, BOC HONG KONG, DAHSING BANKING, DAH SING, CATHAY PAC AIR Hit New Highs; Market Turnover Rises
2026/07/27 16:12 GMT+08
At close, HSI rose 243 pts or 1.0% to 25,207. HSTI rose 72 pts or 1.6% to 4,702. HSCEI gained 94 pts or 1.1% to 8,365. Market turnover reached $210.50 billion.
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1535105/top-news/AAFN
<Full-day Takeaway>HSI Closes at 25,207, Up 243 pts; HSTI Closes at 4,702, Up 72 pts; XIAOMI Up over 7%; HSBC HOLDINGS, BOC HONG KONG, DAHSING BANKING, DAH SING, CATHAY PAC AIR Hit New Highs; Market Turnover Rises
2026/07/27 16:12 GMT+08
At close, HSI rose 243 pts or 1.0% to 25,207. HSTI rose 72 pts or 1.6% to 4,702. HSCEI gained 94 pts or 1.1% to 8,365. Market turnover reached $210.50 billion.
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1535105/top-news/AAFN
AASTOCKS.COM
<Full-day Takeaway>HSI Closes at 25,207, Up 243 pts; HSTI Closes at 4,702, Up 72 pts; XIAOMI Up over 7%; HSBC HOLDINGS, BOC HONG…
At close, HSI rose 243 pts or 1.0% to 25,207. HSTI rose 72 pts or 1.6% to 4,702. HSCEI gaine...
#HKMarketUpdate
<H Shrs>HSI Closes Up 243 pts for Day; XIAOMI-W Jumps Over 7%, GALAXY ENT Gains Over 6%, HSBC HOLDINGS and BOC HONG KONG Hit New Highs Again
2026/07/27 16:43 GMT+08
US stocks moved mixed last Friday (24th). Concerns over massive artificial intelligence spending triggered a sell-off in chip stocks, with the Nasdaq falling 0.64%, while the DJIA and S&P 500 rose 0.46% and less than 0.1% respectively. Investors monitored developments in Iran and awaited interest rate decisions from the Federal Reserve and the Bank of Japan this week. The HSI opened 30 pts higher this morning (27th) before extending gains, closing at 25,207, up 243 pts or 0.98%, with full-day turnover at HKD210.5 billion. The HSCEI closed at 8,365, up 94 pts or 1.14%. The HSTECH closed at 4,702, up 72 pts or 1.57%.
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1535116/top-news/AAFN
<H Shrs>HSI Closes Up 243 pts for Day; XIAOMI-W Jumps Over 7%, GALAXY ENT Gains Over 6%, HSBC HOLDINGS and BOC HONG KONG Hit New Highs Again
2026/07/27 16:43 GMT+08
US stocks moved mixed last Friday (24th). Concerns over massive artificial intelligence spending triggered a sell-off in chip stocks, with the Nasdaq falling 0.64%, while the DJIA and S&P 500 rose 0.46% and less than 0.1% respectively. Investors monitored developments in Iran and awaited interest rate decisions from the Federal Reserve and the Bank of Japan this week. The HSI opened 30 pts higher this morning (27th) before extending gains, closing at 25,207, up 243 pts or 0.98%, with full-day turnover at HKD210.5 billion. The HSCEI closed at 8,365, up 94 pts or 1.14%. The HSTECH closed at 4,702, up 72 pts or 1.57%.
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1535116/top-news/AAFN
AASTOCKS.COM
<H Shrs>HSI Closes Up 243 pts for Day; XIAOMI-W (01810.HK) Jumps Over 7%, GALAXY ENT (00027.HK) Gains Over 6%, HSBC HOLDINGS (00005.HK)…
US stocks moved mixed last Friday (24th). Concerns over massive artificial intelligence spending t...