Captain's Watch

Big rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.

The final weekend. One trophy, one bronze, four legends still standing. Spain vs Argentina for the crown — La Roja's golden kids against Messi's champions chasing back-to-back. England vs France for t...

TSMC crushed its quarter and raised its outlook, yet the whole chip complex got dumped anyway, because it also jacked up how much it plans to spend. Memory took the worst of it (SK Hynix -13%, SanDisk...

Inflation cooled again and the market pushed higher, but the AI trade split apart. Big Tech and Apple (a new record) led the S&P up, while memory chips got dumped: SK Hynix -9%, Micron -8%. Add SpaceX...

Semi-final night — and no rivalry runs deeper. England vs Argentina: Hand of God, Beckham's red, and now Messi facing the Three Lions for the first time ever — one step from the final. So, does Englan...

Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...

Semi-final night. Two of Europe's heavyweights, one ticket to the final. Mbappé leads a France side built for exactly this moment; across from him, a Spain team that's played the most fearless footbal...

The big week opened rough. Oil spiked as Trump reimposed a Hormuz blockade and floated a 20% transit fee, dragging chips and the Nasdaq lower. Now the real test arrives tonight: US June CPI lands at t...

This Wednesday, July 15 at 11 AM SGT, Longbridge's AI product launch unveils what we've built. Your imagination may already be inside. Join in for a chance to win rewards 🎁

Quick tips:Wave of bank earnings — watch $Financial Select Sector SPDR ETF (XLF.US). Once earnings set the tone, $Direxion Daily Financial Bear 3X (FAZ.US) and $Direxion Daily Financial Bull 3X (FAS.U...

Ordinary people who consistently outperform the market are actually doing the same "seemingly simple but hardest to stick with" thing—dollar-cost averaging (DCA).

Big week, loud open. Iran declared the Strait of Hormuz closed "until further notice," sending oil up and gold down to start the week. Meanwhile US CPI and the big banks both report Tuesday, and SK Hy...

Welcome to the last round of our Quarter-final Predict Game! Half-time in Kansas City, and Messi's wasted no time — the GOAT has already turned provider, teeing one up in the first 45. The defending ch...

Welcome to the 3rd round of World Cup Predict & Win 🏆 ! England 🏴󠁧󠁢󠁥󠁮󠁧󠁿 are stacked — Kane on 6 goals this tournament, Bellingham on 4 (a record for an England midfielder at a single World Cup). Norway...

Spain haven't conceded once all tournament — 5 games, 5 clean sheets, a World Cup record (Unai Simón: 609 minutes unbeaten). Belgium? Down 2-0 to Senegal and still won in extra time, then routed the U...

Two days after falling into a bear market, chips came roaring back. Semiconductors jumped 3%+ and the Nasdaq rose even as the US kept striking Iran. SK Hynix lists in the US today in what may be the s...

Back in 2022, France knocked Morocco out 2-0 in the semis — then fell at the final hurdle themselves. Both left Qatar with unfinished business; four years on, they meet again in Boston.So — Morocco's ...

Money rotated hard out of US AI hardware and into China tech. Alibaba ripped 11%, dragging the whole China complex up while US chips wobbled. Meanwhile the Fed minutes flagged AI itself as an inflatio...

On July 10, global HBM leader SK Hynix will officially list on the Nasdaq in ADR form (ticker: $SK Hynix (SKHY.US)). The roughly $29 billion raise will set a new record for a foreign company's fundrai...

The hottest trade of 2026 just cracked. Memory chips (Micron, Samsung, SK Hynix) fell into a bear market, down more than 20% from their highs, even as Samsung posted record profits. A DeepSeek in-hous...

Recently, if you've been watching $SpaceX (SPCX.US), you're probably a little confused: the stock has been sliding for almost a month. On June 16 it hit an all-time high of $225.64, and now it's down ...

Samsung just dropped the most profitable quarter any tech company has ever reported. AI chips printed money, Nvidia walked back its own delay scare, and the Dow crossed 53K for the first time. SpaceX ...

Back from the long weekend into a stacked chip week. SpaceX joins the Nasdaq-100 tomorrow, triggering an estimated $27B of forced passive buying into a stock with barely 3-5% float. SK Hynix caps Frid...