AI

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.

17 July 2026
SK Hynix and the AI Memory Risk Shift

SK Hynix’s AI-driven growth remains strong, but competition, leverage and market positioning are changing how traders view the stock.

17 July 2026
Positioning Unwind Fuels AI and Chip Stock Rout as Profit Expectations Shift

Positioning unwind sparks AI and chip sell-off as crowded bets exit, while DeepSeek pressures margins globally.

16 July 2026
AMD rally nears wave III peak, leaving room for wave IV pullback before broader uptrend resumes

AMD’s wave III rally nears exhaustion; wave IV pullback toward $360–$436 likely, bullish above $270 intact.

9 July 2026
Goldman: Equity Rally Enters Earnings-Led Phase as AI Capex Broadens Beyond Big Tech

Goldman says rally now earnings-led, not multiple-driven; high rates demand profits, AI capex broadens beyond megacaps.

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