Kurv Yield Premium Strategy Amazon AMZN ETF

I believe $Meta Platforms(META.US) will continue to move higher as investors better appreciate the disruptive power and reach of META’s new Muse personal AI agent to shop, pay bills, and manage their lives. At 24x 2026 EPS vs long-term future rev and EPS growth of +15%, META still looks attractive despite a +30% gain so far in September (vs NDX +3%).

Taiwan’s August export orders soared 71.4% year-on-year to a fresh record high US$102.96 billion, media report, beating the 63% growth expected. AI-related demand led, but a surge in custom ASIC chip design orders caused August’s upside surprise, said W.C. Huang, director-general of Taiwan’s statistics bureau.

Source: Dan Nystedt

Rothschild & Co: Nebius and CoreWeave ecosystem

BofA: expect U.S. top hyperscalers (Amazon, Microsoft, Oracle, Alphabet) to grow cloud revenue to $975 billion in 2028, up from $290 billion in 2025. Meanwhile, China's top hyperscalers (Alibaba, Tencent, ByteDance, Baidu) cloud revenue to increase to $94 billion, up from $28 billion.

What I want next: Global Dividend & Income Radar

What it covers: Upcoming ex-dividend dates, payout announcements, and dividend sustainability analysis across global markets.

Why it matters: while the app already has a raw Financial Calendar, income investors need a dedicated curated column that breaks down the story behind the payouts - such as yield safety, dividend growth trends, and payout ratio warnings across global exchanges.

The surge in chip demand makes total sense—AI agents shifting from cloud workloads to mainstream consumer hardware require massive on-device processing power. It’s more than just hype; it's a structural shift in how CPUs and edge chips are utilized

I will join the Fed watch/pulse. Will like to see more analysis review on Singapore stocks that after increased dividend or special bonuses are the stocks still worth buying into.

The column I need most is AI & Automation Watch. The column would track AI adoption, major model launches, chip demand, regulation, enterprise spending, and the companies reshaping industries through automation. I think this matters because AI is rapidly changing and it's not easy for retail investors to gather all the news of Ai. So I think AI & Automation Watch is needed to ride the Ai wave

Before the Snapdragon Summit kicks off, worth flagging what's floating around this week. Reports say Amazon is weighing up to $60B in AI chip purchases plus $4B in warrants tied to Qualcomm. That would be QCOM's largest disclosed AI infrastructure commitment to date, and the warrant structure looks similar to what AMD did with OpenAI, giving Amazon upside if the stock re-rates. Neither company has confirmed it yet though, so I'm treating it as a rumor until there's an actual filing or earnings call mention. Watching for confirmation over the next few sessions.

China obviously has more advantages this round as Mr. Xi is holding more Trump cards in his hand. So, as usual, some hand shaking, gifts exchange, and bean's order. Expecting a small outcome and the two sides continue to compete against each other for number one, but maintaining the good friends' relationship.