AI

12 August 2026
Singapore lifts 2026 growth outlook as AI boom bolsters manufacturing, trade and financial services momentum

Singapore’s GDP outlook upgraded as manufacturing, finance and AI boom drive growth; traders eye SGD, STI options.

11 August 2026
Standard Chartered sees China’s cost-led reflation sustaining low inflation, yields amid sectoral profit divergence

China’s reflation is cost-led; demand lags supply. Profits concentrated in AI and oil; low inflation, yields persist.

11 August 2026
Intel slides on $15bn equity raise to fund AI buildout as charts point towards $70

Intel stock drops 4% on $15bn equity raise, fueling dilution fears and bearish options strategies.

8 August 2026
Gold’s $5,000 Surge Tests AI Trading Models as Algorithms Shrink Repricing Windows Around Fed Events

AI-driven trading reshaped gold in 2026: $5,000 spike, instant repricing, human panic, central-bank demand, options.

8 August 2026
The Bitcoin Mining Trade Is Becoming a Power Trade

Bitcoin miners were once simple bitcoin leverage plays. AI demand for power is turning them into very different investment bets.

7 August 2026
SanDisk’s Problem is Not the Quarter

A strong quarter was not enough. SanDisk now faces a bigger test: proving NAND can become a lasting AI infrastructure play.

6 August 2026
AI Trade Shifts to Cost Efficiency, Pressuring Hardware Margins as Hyperscaler Spending Growth Slows

Falling AI costs shift trade from GPU scarcity to efficiency, boosting platforms; hardware pricing power weakens.

5 August 2026
Global equities climb to records on lower oil, easing inflation and renewed AI spending confidence

Global equities hit record highs as oil fell, inflation eased, and AI-driven tech and semiconductors surged.

5 August 2026
Kansas City Fed’s Schmid warns inflation still worrisome, flags AI spending as potential price driver

Schmid urges tighter Fed policy as inflation remains worrisome; AI investment may fuel pressures; dollar strength predicted.

3 August 2026
Nasdaq 100 rebounds as Microsoft lifts tech, Meta guidance and yields drive AI selectivity

Nasdaq 100 rebounds as AI earnings diverge; traders turn selective, hedge macro risks amid yields, geopolitics.

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