Looking like Apple has reached the ceiling without much innovative products . On the other hand, the give-up on icar leads to Apple to nowhere until now. Recently Apple introduces Liquid Glass , will it is a kind of Graphical User Interface experience, it may not bring any innovation in terms of of products to improve Revenue . We still have to see what's Apple new products.
Apple’s WWDC Was a "Dud." What’s Next for the Stock?
Impressive upgrade from OpenAI with the release of O3-Pro! As someone who actively uses AI tools in my daily workflow—whether it’s for analysis, writing, or coding support—this news really caught my attention. The move toward enhanced reasoning capabilities is a smart and much-needed direction. Reliable step-by-step logic can make a real difference in technical domains like programming and data interpretation, and I’m glad to see O3-Pro excelling in areas such as science, business writing, and education. ✅ The added toolset—Python, file analysis, web search, and visual reasoning—offers practical depth, even if response speed takes a slight hit. For my use, accuracy and clarity outweigh speed, so this is a trade-off I can accept. 📌 It's also great to know that O3-Pro outperforms other top m
OpenAI Releases O3-Pro, A Souped-Up Version Of Its O3 AI Reasoning Model
My view is Nvidia continues to impress with its massive YoY growth — 66% revenue jump and $22.26B in adjusted net income is no small feat. The data center segment alone now drives 86% of revenue, a testament to Nvidia’s dominance in AI and cloud computing. However, there are growing concerns. Heavy reliance on a few large customers (top 5 making up 58%), cost pressures from TSMC yields and Malaysian packaging, plus rising R&D and competition from AMD and Google — these factors could squeeze margins and test pricing power. Blackwell’s ramp-up and H200 acceleration offer near-term momentum, but long-term sustainability will depend on how Nvidia navigates concentration risk and evolving supply chain dynamics. Bullish in the near term, but cautiously watching gross margin and custome
Impressive numbers, yet the market remains unforgiving. PDD Holdings delivered a robust Q1 performance with revenue hitting RMB 95.67B and adjusted net income at RMB 16.9B. However, despite the strong fundamentals, shares plunged over 12% in premarket trading. This is a classic reminder: even strong earnings can’t always offset market sentiment or sky-high expectations. Watching closely to see if this dip becomes an opportunity or a deeper correction.
This round of earnings has been encouraging—Singapore’s blue-chip stocks are showing strong fundamentals. DBS (D05) impressed with robust earnings and stable asset quality, reinforcing its leadership in the banking sector. UOB and OCBC also delivered steady results, pointing to resilience in the financial sector. With Singapore’s economy staying relatively stable and regional growth recovering, I’m optimistic that these counters have room to climb further. Earnings momentum looks set to continue into the next quarter—bullish on the outlook!
This round of earnings has been encouraging—Singapore’s blue-chip stocks are showing strong fundamentals. DBS (D05) impressed with robust earnings and stable asset quality, reinforcing its leadership in the banking sector. UOB and OCBC also delivered steady results, pointing to resilience in the financial sector. With Singapore’s economy staying relatively stable and regional growth recovering, I’m optimistic that these counters have room to climb further. Earnings momentum looks set to continue into the next quarter—bullish on the outlook!
Nvidia’s earnings on May 28 could be another breakout moment. If Q1 revenue exceeds expectations and Q2 guidance holds near $44.6B, it shows strong AI demand remains intact. Jensen Huang’s leadership in AI and data center dominance gives NVDA a moat few can match. With their H200 chips ramping and Blackwell platform rollout expected, I believe Q3 and Q4 could surprise to the upside. I’m watching closely for margin expansion and any updates on AI demand from hyperscalers. My call: Bullish. A beat and strong guide could push NVDA to new highs.
Nvidia’s earnings on May 28 could be another breakout moment. If Q1 revenue exceeds expectations and Q2 guidance holds near $44.6B, it shows strong AI demand remains intact. Jensen Huang’s leadership in AI and data center dominance gives NVDA a moat few can match. With their H200 chips ramping and Blackwell platform rollout expected, I believe Q3 and Q4 could surprise to the upside. I’m watching closely for margin expansion and any updates on AI demand from hyperscalers. My call: Bullish. A beat and strong guide could push NVDA to new highs.
This is a powerful reminder of how geopolitics directly impacts real businesses on the ground. The 90-day truce may offer temporary relief, but the underlying volatility in trade policy makes long-term planning incredibly difficult for SMEs like Astrohaus. Leeb's cautious approach — balancing urgent shipments with risk management and exploring diversification beyond China — reflects a growing reality for many businesses caught between rising costs and uncertain timelines. It's also interesting to note the broader ripple effects: vessel shortages, rising freight rates, and the accelerated shift of manufacturing to countries like Vietnam and Indonesia. The logistical and financial pressure on smaller firms is very real. This situation underscores how critical it is for businesses to remain a
retail investors, often dismissed as “dumb money,” turned out to be the ones capitalizing on the recent market rebound. It's a clear reminder that in volatile times, discipline and long-term conviction can outperform institutional constraints like short-term benchmarks and career risk. While it's impressive that retail investors earned nearly 12% during this window, it's also important to remain grounded. As Silverman and Levitt pointed out, challenges still lie ahead, and strong returns often come wrapped in volatility. Ultimately, this reinforces a timeless investing lesson: staying the course with a clear strategy — especially during fear-driven selloffs — often rewards those with patience
if the 25% tariff becomes reality, Apple could face significant margin pressure unless it shifts production or passes the cost to consumers. Short-term, we might see continued volatility in $AAPL as investors assess the risk of supply chain relocation and geopolitical tensions. To stay competitive, I think Apple needs to: 1. Diversify manufacturing beyond China — India and Vietnam are good moves but need to scale faster. 2. Invest more in AI integration — especially with on-device intelligence to differentiate from competitors. 3. Push services revenue growth — to reduce reliance on hardware profits. 4. Strengthen ecosystem stickiness — like bundling iCloud, Apple One, or expanding Vision Pro use cases. What do you guys think — is this tariff just political noise or a real turning po
Looks like Apple is feeling the heat from local competitors like Huawei and Xiaomi. Extending trade-in discounts in China could be a move to boost iPhone sales ahead of the 618 shopping festival. Interesting to watch how this impacts AAPL’s China revenue this quarter.