AI

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.

21 July 2026
Malaysia Q2 GDP Beats Forecasts as Ringgit Holds Range; Rate Steady, Oil and AI Exports in Focus

Malaysia Q2 GDP beats forecasts; BNM seen steady as USD/MYR range-bound; traders eye options, swaps hedges.

21 July 2026
Deutsche Bank Warns Cheaper Chinese Open-Weight AI Could Undermine US Capex Returns, Hit Chip Shares

Deutsche Bank warns cheaper Chinese open-weight AI narrows US lead, pressuring chip stocks, capex returns.

21 July 2026
S&P 500 slips as AI doubts hit tech leaders, rotation broadens ahead of key earnings

S&P 500 slips as AI-spending doubts spark tech selloff; investors rotate broader, hedge with options amid earnings.

20 July 2026
Moonshot’s Kimi K3 launch intensifies AI trade pressure as capex surges and volatility strategies gain favour

Moonshot’s Kimi K3 undercuts US AI moats as capex surges; markets favor long volatility, hedges.

18 July 2026
Hammack warns broad inflation pressures as energy, insurance and AI data centres add strain

Hammack warns broad inflation persists; businesses urge action as consumers despair amid energy, insurance, supply-chain, AI pressures.

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