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📊 How Challenge #1 went33 valid calls came in. All three stocks fell — so the "winner" was simply whoever fell least:🥇 INTC −5.4% 🥈 GOOGL −8.9% 🥉 TSLA −18.9%✅ 76% of you named INTC the winner. The cro...
$SPX bumping up against the overhead trendline that has acted as resistance. $Amazon(AMZN.US) and $Apple(AAPL.US) earnings tonight should determine the next move.
Microsoft surprised investors with a great beat while Meta disappointed with a EPS miss. Moreover, capital flowed back into chop stocks as Microsoft's impressive YoY gain have revived the believe in AI demand. Looking forward, I'm excited for Apple's earnings, while being neutral on Amazon. Apple has been pretty consistent with their earnings record so bar any big moves, I expect earnings to be modestly decent.
☕️ [Task Coins Giveaway] Daily Market Talk — Microsoft Rips 8%, Meta Cracks 10%
Microsoft and Meta reported minutes apart last night and the market split them right down the middle: MSFT ripped about 8% after hours as Azure grew 43%, while Meta's free cash flow collapsed to $784 ...
$UMS(558.SG)UMS remains under pressure as semiconductor stocks continue to face selling after the Fed’s hawkish pause and rising Treasury yields. Weaker sentiment across the AI chip supply chain has weighed on the sector, even though the long-term demand outlook remains intact.
The recent pullback appears driven more by macro sentiment than company specific fundamentals. With AI infrastructure spending still expected to stay strong, attention now shifts to Amazon and Apple earnings, along with Friday’s Core PCE inflation data. Positive results or easing inflation could help stabilize semiconductor sentiment.
📈 Watching for signs of support rather than chasing weakness. If macro headwinds ease and AI demand remains resilient, quality semiconductor names like UMS could attract buyers again.
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Amazon's Zoox Wins First U.S. Approval for Steering-Wheel-Free Commercial Robotaxis - $Amazon(AMZN.US) $Tesla(TSLA.US) $Alphabet(GOOGL.US) $Pony AI(PONY.US) $WeRide(WRD.US) $Uber Tech(UBER.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗭𝗼𝗼𝘅 receives first U.S. approval for commercial 𝘀𝘁𝗲𝗲𝗿𝗶𝗻𝗴-𝘄𝗵𝗲𝗲𝗹-𝗳𝗿𝗲𝗲 robotaxis.➤ 𝗡𝗛𝗧𝗦𝗔 grants exemption from rules requiring human driving controls.➤ Zoox may commercially deploy up to 𝟮,𝟱𝟬𝟬 robotaxis annually for the next 𝟮 years.➤ Approval allows Zoox to begin charging passengers, subject to local approvals.➤ Zoox currently operates pilot services in 𝗟𝗮𝘀 𝗩𝗲𝗴𝗮𝘀 and 𝗦𝗮𝗻 𝗙𝗿𝗮𝗻𝗰𝗶𝘀𝗰𝗼.➤ NHTSA imposed additional reporting requirements covering crashes and operational issues.➤ NHTSA can revoke the exemption if major safety concerns emerge.➤ Federal automated driving safety standards are targeted before the end of the current administration.➤ Tesla and Waymo continue competing to expand U.S. autonomous ride-hailing services.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Marks the first major U.S. regulatory approval for a purpose-built robotaxi without human controls.➤ Creates a regulatory pathway for next-generation autonomous vehicles beyond modified passenger cars.➤ Strengthens Amazon's position in the rapidly growing autonomous mobility market.➤ Signals increasing regulatory acceptance of fully autonomous commercial ride-hailing technology.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗝𝗼𝗻𝗮𝘁𝗵𝗮𝗻 𝗠𝗼𝗿𝗿𝗶𝘀𝗼𝗻, Administrator of the U.S. National Highway Traffic Safety Administration (NHTSA):"We can say pretty clearly that the systems in place on the Zoox exceed the equivalent performance requirements of a compliant vehicle. But we still want to make sure that the automated driving system will operate appropriately.""We have the ability to pull the exemption if we see major safety issues.""If we continue seeing issues, we will not hesitate to use the full extent of our enforcement authority."
Microsoft's results reinforce my conviction that the AI investment cycle is still intact. The market is no longer rewarding AI spending alone—it wants clear monetisation. Azure's 43% growth and stable capex show Microsoft is converting AI investments into real earnings, which is exactly what investors have been waiting to see.
Meta's weak free cash flow doesn't make me bearish on AI. To me, it highlights execution risk rather than the end of the AI trade. Companies that can demonstrate profitable AI deployment will continue to outperform, while those with rising spending but slower returns may face more pressure in the near term.
I'm staying constructive on the sector and will continue accumulating quality names during volatility, especially semiconductor and AI infrastructure leaders. With Apple and Amazon reporting next, I think this earnings season will further separate the true AI winners from the rest.
☕️ [Task Coins Giveaway] Daily Market Talk — Microsoft Rips 8%, Meta Cracks 10%
Microsoft and Meta reported minutes apart last night and the market split them right down the middle: MSFT ripped about 8% after hours as Azure grew 43%, while Meta's free cash flow collapsed to $784 ...
A bit of a nice surprise as Microsoft finally breaks the consecutive loss between quarters and reported better than expected earnings with Azure cloud growth being the highlight. On the other hand, Meta investors continue to endure the drawdown with ongoing legal battles and slowing growth. On the macro side of things, FED holds rate steady which was pretty expected; I personally think there might only be 1 rate hike at the end of the year. Now attention turns to Amazon and Apple for tomorrow.
☕️ [Task Coins Giveaway] Daily Market Talk — Microsoft Rips 8%, Meta Cracks 10%
Microsoft and Meta reported minutes apart last night and the market split them right down the middle: MSFT ripped about 8% after hours as Azure grew 43%, while Meta's free cash flow collapsed to $784 ...
The Wild Wild West Of LEGO Datacenters
Everyone Says They're Modular,Do The Vendor Claims Hold Up?Zuck's Tents, AWS's Houdini,60GW+ Modular Capacity Tracked,Full Vendor Landscape Mapping,Vertiv's 2x Content Uplift Per MW
Tech stocks are crashing heavily with Kospi market experiencing circuit breaker for the 2nd day in a row. The Korean government is also stepping in to save the situation as retail investors get caught up with margin trading and leveraged etfs. Even with companies reporting solid earnings, a soft guidance or merely meeting expectations would still send the stock right down as the bearish sentiment starts to get real. Both beaten down stocks Meta & Msft report after Bell tonight. while Apple and Amazon follow suit a day later. This could be the real crash investors are waiting for to buy the dip while fomo traders lose out.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Touches $5 Trillion as Chip Stocks Crack
$Apple(AAPL.US) just hit a number no one saw coming this fast. Apple briefly touched a $5 trillion market cap on Tuesday, only the second company ever to get there, and closed up 0.94% near $4.99 tril...
0729 | Dolphin Research Focus: 🐬 Macro/Industry. 1) In the early hours of Jul 30 Beijing time, the Fed will announce its Jul rate decision.
Consensus expects rates to remain on hold, though the probability of a hike still exceeds 30% amid wide internal policy divergence. Markets will parse the Chair's remarks for signals on the future rate path.The decision will directly move UST yields and global risk-asset pricing. APAC equities and tech growth could face near-term volatility, with a rising wait-and-see stance among investors.2) South Korea's KOSPI triggered circuit breakers for two consecutive sessions...
• Investors are shifting focus from AI stocks to energy and healthcare sectors.
• Eli Lilly and Dell are highlighted as stocks to watch. $Eli Lilly(LLY.US) $Dell Tech(DELL.US) • $Apple(AAPL.US) stock performed well, benefiting from high ratings. • Major companies like $Meta Platforms(META.US) and $Amazon(AMZN.US) face challenges in AI ROI this earnings week.Winner: MSFT / META / AAPL / AMZN - I guess is MSFT simply cos I think its Bullish breakout above key moving averages with strongest institutional inflows. Loser: MSFT / META / AAPL / AMZN - I guess is likely AAPL to lose this week. Extremely overbought at 52-week high with broad institutional and retail selling.
🔥 Earnings Season Challenge #2: MSFT, META, AAPL & AMZN — Who Wins the Week?
📊 How Challenge #1 went33 valid calls came in. All three stocks fell — so the "winner" was simply whoever fell least:🥇 INTC −5.4% 🥈 GOOGL −8.9% 🥉 TSLA −18.9%✅ 76% of you named INTC the winner. The cro...
📍 Winner: MSFT
🎲 Loser: AMZN
Picked Microsoft as winner as its share price is sufficiently pulled back over the last few weeks. Amazon as the loser simply due to it is the weakness among the 4.
🔥 Earnings Season Challenge #2: MSFT, META, AAPL & AMZN — Who Wins the Week?
📊 How Challenge #1 went33 valid calls came in. All three stocks fell — so the "winner" was simply whoever fell least:🥇 INTC −5.4% 🥈 GOOGL −8.9% 🥉 TSLA −18.9%✅ 76% of you named INTC the winner. The cro...
🎯 [Earnings Week Poll] 7 Tech Giants, 1 Winner!
After Alphabet’s earnings, the market made one thing clear: strong AI spending alone isn’t enough—execution matters.
Now, it’s the turn of 7 tech heavyweights to report:
📅 29 Jul (EST)
- $Microsoft(MSFT.US)
- $Meta Platforms(META.US)
- $SK Hynix(SKHY.US)
- $Arm(ARM.US)
- $Qualcomm(QCOM.US)
📅 30 Jul (EST)
- $Apple(AAPL.US)
- $Amazon(AMZN.US)
📈 Who will be the top performer?
Winning criteria: Highest share price gain by Friday’s market close (weekly performance after earnings)
🎁 Guess correctly and win 500 Task Coins!
📌 Follow @Longbridge Singapore
⏳ Voting ends Thursday, July 30
🎉 Rewards will be distributed within 5 working days.
Who will be the Top Performer of the week?
The Nvidia pullback doesn't change my long-term view. A 5% drop after such a massive rally is normal, especially before the Fed decision and a week packed with Big Tech earnings. Markets are simply repricing risk, not abandoning the AI story.
I'm watching the memory sector even more closely. If SK Hynix and other memory names continue to sell off despite solid fundamentals, I'll see it as a chance to gradually add rather than panic. Demand for HBM and AI infrastructure still looks strong over the next few years.
For me, this week is all about execution. The Fed, Microsoft, Meta, Apple and Amazon earnings will matter far more than one day's price action. If the AI investment thesis remains intact, I'll stay patient and keep buying quality names on weakness.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown as Nvidia, SK Hynix Slide
Nvidia's biggest bet is looking shaky. Nvidia (NVDA) sank about 5%, its worst day since February, on fears its reported $250B OpenAI financing guarantee is circular financing in disguise, handing Appl...
$Alphabet(GOOGL.US) $Alphabet - C(GOOG.US) delivered a solid Q2 print. Cloud revenue growth and a still-healthy expansion in backlog are key proof that AI spend is being put to work.
Yet despite a near-replay of Q1, the market reaction flipped, with shares down 7% after the print. This came on top of an earlier pullback as repeated delays to Gemini 3.5 Pro weighed on bullish sentiment. Rising uncertainty over AI ROI...
+17📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Amazon Leo Seeks FCC Approval for 𝟱,𝟭𝟬𝟱 Direct-to-Device Satellites - $Amazon(AMZN.US) $SpaceX(SPCX.US) $AST SpaceMobile(ASTS.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗔𝗺𝗮𝘇𝗼𝗻 𝗟𝗲𝗼 filed an 𝗙𝗖𝗖 application for a Direct-to-Device satellite network.➤ Proposal includes up to 𝟱,𝟭𝟬𝟱 low Earth orbit satellites.➤ Network will provide 𝘃𝗼𝗶𝗰𝗲, 𝗱𝗮𝘁𝗮, 𝗺𝗲𝘀𝘀𝗮𝗴𝗶𝗻𝗴, and emergency services to mobile devices.➤ Satellite deployment is targeted to begin in 𝟮𝟬𝟮𝟴.➤ Constellation will operate across five orbital shells at 𝟱𝟭𝟬–𝟱𝟴𝟬 kilometers.➤ Filing follows Amazon's planned acquisition of 𝗚𝗹𝗼𝗯𝗮𝗹𝘀𝘁𝗮𝗿 announced in April.➤ Satellites will process signals in orbit using 𝗼𝗽𝘁𝗶𝗰𝗮𝗹 𝗹𝗮𝘀𝗲𝗿 links.➤ System uses 𝗟-𝗯𝗮𝗻𝗱, 𝗦-𝗯𝗮𝗻𝗱, 𝗞𝗮-𝗯𝗮𝗻𝗱, and 𝗩-𝗯𝗮𝗻𝗱 spectrum.➤ Amazon Leo currently operates more than 𝟯𝟵𝟬 broadband satellites in orbit.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Expands competition in the rapidly growing 𝗱𝗶𝗿𝗲𝗰𝘁-𝘁𝗼-𝗱𝗲𝘃𝗶𝗰𝗲 satellite market.➤ Strengthens Amazon's position in global 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 connectivity services.➤ Integrates satellite communications with everyday smartphones without dedicated hardware.➤ Could intensify competition with existing satellite and telecom providers.• Futures are rising while oil prices are dropping due to hopes for a U.S.-Iran deal.
• Major companies like Apple, Amazon, and Meta are set to report earnings soon. • A potential Federal Reserve rate hike is being discussed. • Investors are shifting focus from AI stocks to energy and healthcare sectors. • Eli Lilly's stock is performing well, hitting an all-time high before a slight pullback. • Market turmoil continues as investors adopt defensive strategies.
🌟🌟🌟This week is jammed packed with lots of important events for the markets:
1. Big Tech Earnings: $Microsoft(MSFT.US)reports on Tuesday, $Meta Platforms(META.US)on Wednesday, $Apple(AAPL.US)and $Amazon(AMZN.US)on Thursday. $SK Hynix(SKHY.US)drops its results on Wednesday July 29.
What to watch: Investors are no longer focusing on generic AI hype. They are looking at hard data. I would be watching capital expenditure numbers to see whether Big Tech is successfully monetising their AI investments. A failure to prove high margins will spark an aggressive tech rotation.
2. The FOMC meeting on Wednesday followed by new Fed Chair Kevin Warsh's press conference.
What to watch: While Fed is widely expected to maintain a steady pace, pay close attention to the forward guidance. If Fed signals that interest rate will stay higher for longer due to recent trade tariffs, bond ETFs like $iShares barclays 20+ Yr Treasury Bd(TLT.US)and tech indices like Nasdaq 100 will face immediate downward pressure.
3. The US Q2 GDP Report Card on Thursday.
Consensus points to a stable print between 1.5% to 2.4%. If underlying consumer and business spending remains high, the market will jump.
4. Geopolitical & Energy Pivot
What to watch: Lower oil prices take the inflationary pressure off the consumer. If Iran war escalates, oil will surge past USD 100 a barrel.
Let's hope the market will have lots of good news. If not, then it is a great time for bargain hunting.
☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia Bets $250B on OpenAI as Oil Tumbles Toward $90
A blockbuster weekend for the AI trade. Nvidia (NVDA) is in talks to backstop about $250B of financing for an OpenAI mega data-centre and took a roughly 4.5% stake in Korea's NAVER, which jumped aroun...