Capital_Insights | May 5, 2026 | 12:30 PM ET 1. Executive Summary Stocks are climbing toward all-time highs as crude oil slides more than 3%, unleashing a wave of risk appetite. S&P 500: +0.6% NASDAQ: +0.7% Dow Jones: +248 points The cooling oil price triggered a "buy-the-dip" mentality. The 10-year Treasury yield pulling back to 4.42% added fuel to the fire. Meanwhile, earnings continue to provide individual stock catalysts. 2. Thesis Validation Pre-market narrative: "Oil is still elevated + Hormuz isn't resolved — can this rally last?" Mid-day verdict: Yes. The ceasefire remains in place. Brent crude dropped from yesterday's $115 handle, giving sidelined capital a green light to step back in. 📌 Key insight: When oil drops, dip buyers wake up. Simple as that. 3. Key Intraday Levels ET

👋 Hey Tigers! The 1Q26 earnings preview for $Coinbase Global, Inc.(COIN)$ just dropped, and there's a notable shift in tone. 🔄 Current market vibes: Volume softness vs. a more constructive BTC backdrop 🤔 Here's what the Tiger Research Team is saying: 👉 Maintain HOLD rating 👉 Price Target RAISED to $200 (previously $170) 📈 👉 Current Price: $195.26 While near-term trading volumes are weak and stablecoin regulation looms, the team is now incrementally more constructive on Bitcoin's outlook. Here's the breakdown 👇 1. 1Q26 Volume Check: A Tale of Two Markets 📉🚀 The Headwinds (Spot Trading): 🌍 Global spot crypto trading volume fell 35% q/q in 1Q26, mainly reflecting weaker crypto prices 📊 Coinbase's spot volume fell at a slower 26% q/q pace — implying a

1. Q1 2026 Preview: USDC Circulation & Market Share Trends 📊 Tiger Research Team maintains HOLD rating but lifts Price Target to $100 as $Circle Internet Corp.(CRCL)$ navigates a shifting landscape of stabilizing market share, evolving regulation, and mixed macro signals. Here is the team's comprehensive analysis of the data, the macro outlook, and our valuation model. 👇 The Resilience: According to CoinMarketCap, average USDC circulation reached $75.3B in 1Q26, down a modest 1.3% q/q from $76.3B in 4Q25. The quarter saw notable intraperiod volatility—circulation peaked at approximately $79.6B in March before moderating to $77.2B by quarter-end. Entering 2Q26, momentum has already rebounded, with circulation climbing back to $78.3B as of April

1. Macro View: BCA Research on Tariffs, China, and What Comes Next 🧠US futures jumped more than 2% after Trump agreed to a two-week ceasefire with Iran. Singapore, however, stayed quiet — daily market value slipped to S$1.43 billion.But two names still stood out. One is an infrastructure trust offering nearly 8% yield while quietly moving into digital assets. The other is a commercial vehicle specialist capitalizing on Singapore's EV push.Before diving into the stocks, here's what BCA Research has to say about the broader macro picture.BCA sees the recent SCOTUS tariff ruling and Trump's follow-up 15% global tariff as only marginal relief for China. The effective tariff on Chinese goods drops from ~29% to roughly 24% — not enough to change existing rerouting strategies.Their core views:Chi

Breaking: The CBOE Volatility Index $Cboe Volatility Index(VIX)$ closed below 20 on Thursday, signaling a notable compression in market volatility expectations. As of this writing, major U.S. equity indices have extended their winning streak to seven consecutive sessions, with $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ futures pointing higher again in pre-market trading Friday. According to $JPMorgan Chase(JPM)$ late-March data, years with gains exceeding 20% have outnumbered down years since 1980. Digging deeper: the $S&P 500(.SPX)$ averages a 14% intra-year drawdown annually.

Hey Tiger traders! 🐯 Drop a comment below to grab 5 Tiger Coins — let’s dive into today’s hottest takes from Wall Street’s biggest names. These calls could shape your trades this week, don’t miss out! $Goldman Sachs(GS)$ View: Hedge fund short positions hit their highest level since September 2022 — setting the stage for a market rebound. Data: Speculative investors hold long positions in individual stocks while shorting some products. Strategy: Current short exposure is extreme; a shift in sentiment could trigger a short squeeze. $Morgan Stanley(MS)$ Macro Take: Every $10 rise in oil prices cuts U.S. GDP growth by 0.2%. Warning: If oil stays above $100, the Fed will delay its

Hi Tigers 👋Market volatility has intensified recently, but one investor has once again made a very typical contrarian move.“ARK’s Cathie Wood” is buying again.According to the latest ETF trading disclosures from ARK Invest, the firm continued purchasing shares of $NVIDIA(NVDA)$ during the recent market turbulence.This once again raises a classic question among investors:Is Cathie Wood’s strategy worth following?Cathiewood1. Why NVIDIA?Over the past few years, one of the biggest winners of the AI boom has undoubtedly been NVIDIA.As the leader in AI GPUs, the company has strong advantages in several areas:AI training chipsData-center GPUsAI computing ecosystem (CUDA)At the same time, global technology giants are continuing to increase AI-related cap

Hi Tigers 👋 It’s currently peak global earnings season, and several companies have just released results that triggered major stock moves. Some surged 15%, some jumped in after-hours trading, while others plunged more than 15%. Today, let’s break down several of the most closely watched earnings reports in the market: EV maker: $NIO Inc.(NIO)$ Battery leader: $Contemporary Amperex Technology Co.,Ltd.(300750)$ AI chip player: $Broadcom(AVGO)$ Consumer brand: $Lululemon Athletica(LULU)$ Let’s take a closer look at which companies delivered strong upside surprises and which are starting to show signs of pressure. 1. 🚗 NIO:

Hi Tigers 👋 Market volatility has picked up noticeably recently. Oil prices, AI momentum, rate-cut expectations, and macro risks are all interacting at the same time. In this environment, many investors are asking the same question: What do major Wall Street banks actually think about the market right now? Today we’ve summarized the latest asset-allocation views from several major institutions to quickly highlight their key differences and areas of consensus. 🏦 Quick Overview of Major Bank Views 📊 Areas of Consensus Among Wall Street Banks Although their views differ in many respects, several clear points of agreement stand out. 1️⃣ Short-term market volatility may increase Both Goldman Sachs and JPMorgan Chase believe that factors such as: quantitative fund positioning macro uncertainty s

Hello! Dear Friends! I am Capital Insight to grasp gold chance! Today i want to share some ideas from top investment bank with you!📊 Investment Bank Insights SummaryInvestment BankViewTrading AdviceCredibility$Goldman Sachs(GS)$CTA funds may become the largest net sellers in historyControl positions and prepare for bottom-fishing⭐⭐⭐⭐$JPMorgan Chase(JPM)$S&P 500 could pull back 10%Build positions in batches—don’t go all in⭐⭐⭐⭐$Citigroup(C)$Steady demand for AI data centersOverweight $NVIDIA(NVDA)$ & Broadcom⭐⭐⭐$CICC(03908)$U.S. "quasi-stagflation" risks on the riseKeep an eye

Source: DBS Chief Investment Office, Market Pulse Publication Date: 2 March 2026 This article is based on and adapted from the original report. Hi, Tigers~👋 How’s everyone navigating this week’s volatility? Have you managed to capture any excess returns during the swings — or has risk control been the bigger win? Over the past week, the pricing logic of global risk assets has shifted noticeably. The sudden escalation of U.S.–Iran tensions, the risk of an oil supply shock, a potential rebound in inflation expectations, and growing divergence within the AI theme have converged at once. With multiple variables interacting simultaneously, markets are entering a phase characterized less by clear direction and more by rising volatility. So today, let’s break this down together. In this edition,

👋 Hey Tigers! $Circle Internet Corp.(CRCL)$ just delivered its 4Q25 results, and the headline numbers were strong — especially on margins. The Tiger Research Team has updated its model, and here’s the verdict: 👉 Maintain HOLD rating The big question? Profitability momentum is real, but can revenue diversification keep pace in a rate-cut cycle? Let’s break it down. 👇 1. The Core Beat: Margin Surprise Drives Earnings Upside 📈 CRCL reported total revenue of $770M (+77% YoY) — broadly in line with The Tiger Research Team’s estimate and 4% above Street expectations. But the real surprise came from profitability. 🔥 Adjusted EBITDA: $167M (+412% YoY) 28% above consensus The key driver? A stronger-than-expected RLDC margin of 40.1%, compared with ~36.3% c