AI

23 July 2026
Tech earnings caution, Middle East conflict lifts oil and yields as European equities slip

Tech beats can’t calm markets as capex jumps, oil nears $100, yields spike amid escalating conflict.

23 July 2026
Asia-Pac shares rise as US tech capex drives chipmakers; yen weakens and oil jumps on Red Sea attacks

Asia-Pac stocks firm; chipmakers surge. Yen weak near ¥163, oil up; jobs boost Aussie, ECB looms.

23 July 2026
Mandela Digital launches website as Datavault AI commits $5m to USD-backed Mandela Dollar stablecoin

Mandela Digital launches website; Datavault AI commits $5M backing MUSD stablecoin development, early-access window opens.

23 July 2026
South Korea’s July exports cool as BoK rate hike and hedging flows lift won outlook

Exports surged 52.3% in July; BoK raised rates to 2.75%. Strategy: short USD/KRW, bullish KRW.

23 July 2026
Alphabet EPS surge, Anthropic stake lifts results as cloud growth accelerates and shares steady near $342

Alphabet crushed EPS on Anthropic gains; revenue surged, Cloud jumped 82%, but shares stabilized, favoring options премиум-selling.

23 July 2026
Standard Chartered sees July Politburo prioritising fiscal execution over fresh stimulus, with monetary policy ancillary

Economists expect July Politburo to prioritize executing existing fiscal plans, with limited new stimulus and targeted infrastructure.

22 July 2026
Semiconductor stocks rebound ahead of Alphabet, Intel and Texas Instruments results as AI capex scrutiny grows

Semis rebounded sharply ahead of key tech earnings, but AI capex, cash-flow, and monetization risks persist.

22 July 2026
Asian tech rally fades as Nasdaq futures slide ahead of Alphabet results and oil-driven yield rise

Tech rebound fades as Alphabet’s AI results loom; oil surge lifts yields, weakens yen, fuels volatility trades.

22 July 2026
Is SK Hynix (SKHY) the Next Big AI Semiconductor Trade?

Key Takeaways SK Hynix (SKHY) is one of the world’s leading semiconductor companies, supplying advanced memory chips that power AI applications. The company is a major producer of High Bandwidth Memory (HBM), a critical component used in AI GPUs and …

22 July 2026
Singapore export boom, AI-led electronics upcycle keep USD/SGD under pressure near 1.2910

Singapore exports surged, lifting SGD; traders eye bearish USD/SGD plays, long electronics, hedge tariff-hit sectors.

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