Earnings Season: Do SGX and Keppel Still Have Room to Run?
As the Straits Times Index (STI) recently hit a new intraday high, market attention is now locked on two major Singapore blue chips reporting earnings on 5 Feb 2026: SGX Group and Keppel Ltd. 1) $SGX(S68.SI)$: High Valuation, Even Higher Expectations SGX is set to report earnings on 5 Feb. As of 3 Feb 2026 (intraday), the stock traded at S$18.13, up +2.84%, with volume surging to 3.37M shares — significantly above its usual average. The market is clearly positioning for a strong print. EPS (previous period): S$0.60 Strong profitability: Gross margin at 74.31%, net margin at 47.28% Solid cash flow: Operating cash flow per share at S$0.81, comfortably supporting its S$0.39 dividend per share Valuation & Risk SGX is currently trading at a meani
Software Selloff vs. Walmart $1T: Start of the “Software Death Loop”?
Software Stocks Crash as Walmart Hits $1 Trillion! Is this the biggest market shift of 2025? The market is showing a brutal split right now: Software stocks are getting crushed. While $Wal-Mart(WMT)$ just crossed a $1 trillion market cap, up ~14% YTD — outperforming Apple, Microsoft, and Amazon 1) What happened: software names got hit hard One of the biggest triggers behind this selloff is the market repricing how fast AI could disrupt parts of the software stack. After new developments around Anthropic’s Claude (and the broader narrative that AI tools can increasingly replace knowledge-work workflows), investors started questioning: How much of “software value” is truly defensible anymore? Damage report (single day): ~$285B market cap wiped out So
$BE Rallies 8.2% to $169 After Tapping the $176 52-Week High
$Bloom Energy Corp(BE)$ Bloom Energy Corp(BE) Surged +8.17%: Solid Oxide Fuel Cell Leader Hits New 52-Week High at $176.49 Latest Close Data Closed at $168.89 on 2026-02-03, up +8.17% (+$12.76). The stock touched a new 52-week high of $176.49 during the session, representing a +4.5% premium to the close. Core Market Drivers Positive sentiment continues to be driven by the company's expansion plans and the growing focus on clean, resilient energy solutions. Recent capital flow data shows a net inflow of $404.9K on 02-02, indicating institutional interest following several days of outflows. Technical Analysis Volume was strong at 13.74M shares (VR 1.18), supporting the bullish move. The MACD (DIF: 13.89, DEA: 12.80, MACD: 2.19) shows a widening positi
Is $VZ Breaking Out After a 3.68% Rally Toward $47?
$Verizon(VZ)$ Verizon Comms(VZ) Jumps +3.68%: Dividend Titan Breaks Key Resistance, Eyeing $47 High Latest Close Data Closed at $46.25 on 2026-02-03, up +3.68% ($1.64). Now just $1.10 (-2.3%) below its 52-week high of $47.35. Core Market Drivers The surge appears driven by strong institutional and retail capital inflow, with net positive money flow of ~$125M for the day. The stock's high dividend yield of 5.91% continues to attract income-focused investors in a stable rate environment. Technical Analysis Volume was solid at 61.4M shares (Volume Ratio: 1.08), confirming the breakout. The MACD shows a strong bullish crossover with DIF at 0.878 and DEA at 0.133, generating a positive histogram. The 12-day RSI is at 84.2, indicating strong momentum but
$XOM Rallies 3.85% to $144 as Bulls Challenge the $145 High
$Exxon Mobil(XOM)$ Exxon Mobil Corp. (XOM) Tests 52-Week High: Energy Titan Surges 3.85%, Eyes $145 Breakout Latest Close Data Closed at $143.73 on Feb 3, 2026, up +3.85% (+$5.33). The stock touched its 52-week high of $145.01 intraday, now just $1.28 away. Core Market Drivers The rally is fueled by strong quarterly earnings (EPS TTM: $6.70) and a solid dividend yield of 2.78%. Recent capital flow data shows mixed sentiment, with a net outflow over the past five days, but today saw significant large and medium-sized buy orders. Technical Analysis Volume was robust at 37.6M shares (Volume Ratio: 1.52), confirming the upward move. The MACD (DIF: 5.37, DEA: 4.54, Histogram: 1.65) remains in a bullish configuration. The 6-day RSI at 78.76 is approachin
ATCX Rockets 29% to $8.68 With $9 Resistance in Sight
$Atlas Critical Minerals Corporation(ATCX)$ Atlas Critical Minerals Corporation(ATCX) Surged +28.97%: Mining Stock Explodes on Low Volume, Testing $9 Resistance Latest Close Data: ATCX closed at $8.68 on 2026-02-03, soaring +28.97% ($1.95). The stock remains ~81.6% below its 52-week high of $47.16. Core Market Drivers: The dramatic single-day surge appears driven by momentum and potential short-term positioning, as no specific company news is cited. The high volatility (28.82% amplitude) in a low-volume environment (Volume Ratio: 0.68) suggests the move may lack broad institutional backing. Technical Analysis: The RSI(6) jumped from 30.5 to 48.6, exiting oversold territory and indicating strong short-term buying pressure. MACD remains negative (DI
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Is $AREC Rebounding Strongly Toward $3.46 After a 17% Surge?
$American Resources Corporation(AREC)$ American Resources Corporation(AREC) Soared +17.06%: Key Resistance Test at $3.46 After Strong Rebound Latest Close Data: Closed at $3.43 (ET 2026-02-03), up +17.06% from the previous close of $2.93. The stock remains approximately 51.8% below its 52-week high of $7.11. Core Market Drivers: AREC's surge appears driven by significant net capital inflow ($12.6M in vs. $9.4M out) and strong retail buying. The high volume (7.94M shares, 7.84% turnover) and positive price action suggest renewed speculative interest, possibly linked to its positioning in the critical minerals/recycling sector. Technical Analysis: The MACD histogram remains negative at -0.192, but the DIF (0.111) is above the DEA (0.207), indicating
ASTS at $115 Gains Steam With Yearly High of $129 in Sight
$AST SpaceMobile, Inc.(ASTS)$ AST SpaceMobile, Inc.(ASTS) Soared +10.72%: Satellite Broadband Leader Reclaims $115, Testing Yearly High Latest Close Data Closed at $115.76 (ET, 2026-02-03), surging +10.72% (+$11.21). Now just 10.9% below its 52-week high of $129.89. Core Market Drivers Strong buying momentum was driven by renewed optimism in the company's direct-to-device satellite broadband service expansion plans. Positive sector sentiment, fueled by successful competitor launches and increased global connectivity demand, provided a macro tailwind. Technical Analysis Volume of 15.66M shares (Volume Ratio: 1.04) confirms solid participation in the rally. The MACD (DIF: 8.73, DEA: 9.29, MACD: -1.13) remains negative but shows signs of potential bu
TGB Near $9 With Momentum Building After a 14.5% Jump
$Taseko Mines(TGB)$ Taseko Mines(TGB) Rockets +14.53%: Copper Miner Nears 52-Week High, Eyes $9 Breakout Latest Close Data Closed at $8.83 on Feb 3, 2026, surging +14.53% ($1.12). The stock is now just $0.17 away from its 52-week high of $9.00. Core Market Drivers The strong rally is likely fueled by positive sentiment in the copper market and the company's recent strategic positioning. Taseko's flagship Gibraltar mine continues to be a key asset, with operations benefiting from firm copper prices. Technical Analysis Volume was robust at 13.5M shares (Volume Ratio: 1.26), confirming the breakout move. The RSI(12) at 72.41 is in bullish territory but not yet overbought, suggesting room for further upside. The MACD shows a positive histogram reading
BALL Surges 9% to $61.8 With $63 Resistance in Focus
$Ball Corp.(BALL)$ Ball Corporation (BALL) Surged +8.96%: Packing Giant Tests Yearly High, $63 Resistance in Focus Latest Close Data Closed at $61.77 (as of 2026-02-03), surging +8.96% on the day. The stock is now at its 52-week high of $62.77, a mere $1.00 away. Core Market Drivers The significant price jump likely reflects strong institutional buying and positive sector sentiment. The stock is currently trading near its yearly peak, indicating sustained bullish momentum, potentially driven by solid earnings expectations. Technical Analysis Volume was robust at 5.89M shares (Volume Ratio: 2.80), confirming the breakout move. The MACD shows a strong bullish crossover with DIF at 1.56 crossing above DEA at 1.38, generating a positive MACD histogram
Last week, gold saw a sharp correction after hitting a record high of 5,595.4 USD per ounce, briefly falling to 4,460 USD. Today, gold has moved back above 5,000 USD per ounce, with an intraday high of 5,092.3 USD. Over the past two trading days, prices have rebounded by more than 8.5%. Silver experienced an even more violent move. At its peak, silver briefly surged above 121 USD, before suffering the largest single-day drop on record, plunging 26.9% to 79 USD. The decline was significantly deeper than that of gold. Today, silver has reclaimed the 90 USD level, marking a recovery of 13.2%. Among physical gold ETFs, $SPDR Gold ETF(GLD)$ rose 6.4% on the day and $Gold Trust Ishares(IAU)$ gained 6.2%, closely
Is $AES Breaking Out After a 9% Utility Rally to $16?
$AES Corp(AES)$ AES Corp. Surged +9.23%: Energy Stock Breaks Key Resistance, Taps 52-Week High at $16.19 Latest Close Data Closed at $16.09 on Feb 3, 2026, up +9.23% ($1.36). The price touched the 52-week high of $16.19 intraday. Core Market Drivers The surge coincides with renewed investor interest in the utility and renewable energy sector, driven by stable dividend yields (4.37%). AES's focus on renewable energy infrastructure continues to attract long-term capital. Technical Analysis Volume was strong at 24.7M shares (Volume Ratio: 2.46), confirming breakout momentum. The 6-day RSI jumped to 76.94, nearing overbought territory, signaling strong buying pressure. MACD (DIF: 0.297, DEA: 0.181, MACD: 0.233) shows a bullish crossover and expanding h
$TER Soars 13.4% to $283 as Bulls Test the $286 All-Time High
$Teradyne(TER)$ Teradyne, Inc. (TER) Soared +13.41%: Breaks Key Resistance, Tests All-Time High at $286 Latest Close Data: Stock closed at $282.98 (ET 2026-02-03), surging +13.41% (+$33.45). This brings it just ~$3 away from its 52-week and all-time high of $286.00. Core Market Drivers: The semiconductor test equipment giant is riding a wave of robust AI chip demand and positive industry sentiment. Strong quarterly earnings and guidance, coupled with expansion in advanced packaging and system-level test markets, are fueling investor optimism. Technical Analysis: Today's massive volume of 11.79M shares (Volume Ratio: 2.99) confirms the breakout. The MACD (DIF: 14.60, DEA: 11.68, MACD: 5.83) shows a strong bullish expansion. RSI-6 at 84.74 is in over