Meta Stock Was Unfairly Punished; Investors Should Focus on Future AI-Driven Growth
Bad: High Capex: Capex increased 110% YoY in Q3 2025, or 105% in the first three quarters of this year. High Estimated Capex: Meta expects 2026 capital expenditure (Capex) to increase significantly. The company raised the lower end of its Capex outlook for 2025 by $4 billion, now ranging from $70 billion to $72 billion. Lower Operating Income Growth (+18% YoY): Revenue rose 26% YoY, but expenses grew 32% YoY — expenses are rising faster than revenue. Good: Meta recorded a one-time, non-cash income tax charge of nearly USD 16 B under President Donald Trump’s One Big Beautiful Bill Act (OBBBA) fiscal policy, which reduced its quarterly net profit to USD 2.71 B. Without this one-time burden, net profit would
NVIDIA’s sell-off may cause a knee-jerk reaction in other AI stocks
Quick Thoughts on $NVIDIA(NVDA)$ Earnings: $NVIDIA(NVDA)$ nvdaQ2 FY2026 Results:Data Center Revenue: $41.1 billion vs. $41.3 billion estimated — a slight miss of 0.5%EPS: $1.05 vs. $1.01 estimated — a soft beat of 3.9%Total Revenue: $46.74 billion vs. $46.07 billion estimated — a soft beat of 1.5%Q3 FY2026 Guidance:Revenue: $54.0 billion vs. $53.4 billion estimated — guidance assumes no China chip salesGross Margin (GAAP / non-GAAP): 73.3% / 73.5%Nvidia fell nearly 3% in after-hours trading on a modest earnings beat and a muted outlook.Q3 FY2026 guidance is uninspiring as it excludes H20 chip sales to China. There could be upside to earnings if Nvidia secures approval to sell newer or H20 chips into China
Stocks Mostly Rallied on Powell’s Dovish Remarks at Jackson Hole – What’s Next?
From Monday to Thursday, the $S&P 500(.SPX)$ and $NASDAQ 100(NDX)$ fell 1.2% and 2.38%, respectively, as investors feared a hawkish Powell speech at Friday’s Jackson Hole meeting. However, Powell’s dovish remarks on Friday sent the S&P 500 and Nasdaq 100 higher by 1.52% and 1.55%.Market participants now see a 75% chance of a 25bp rate cut at the September FOMC meeting, according to CME FedWatch, after Jerome Powell hinted that a long-awaited cut could help support the weakening labor market. Investors welcomed his greater emphasis on labor conditions, which was timely given the recent downward revisions to jobs data. While Powell acknowledged the risk of prolonged inflation pressures from tariffs,
7 Rate Cuts in 2026? Charts Shows Why People are Predicting a Bond Sell Off
CME fedwatch: one month ago vs now:7 cuts in 2026?🧐You might ask: will that mean economy will be bad? or simply just by Trump replace interest friendly Fed chair when JP step down?“I think they will bring down the rate cuts expectation sooner. cuz stock market is not pricing in this optimism, But, if 7 cuts means fed knows sth that we dont know, 7 cuts will cause stock market to break.”Some charts below shows Why people are predicting a bond sell off.Disclaimer:Tiger Brokers (Singapore) Pte Ltd (herein "Tiger Brokers") may, to the extent permitted by law, participate or invest in other transactions with the issuer of the products referred to herein, perform services or solicit business from such issuers, and/or have a position or effec
Join James's Coming SGX Lecture :Building a Resilient Dividend-Focused Portfolio
Despite heightened volatility from global trade policies, interest rate uncertainties, and geopolitical tensions, the $Straits Times Index(STI.SI)$ is trading near its all‑time high and stands out as one of the top‑performing indices of the year.So how can you make the most of this momentum?Join @Tiger_James Ooi from Tiger Brokers in this exclusive webinar as he shares how SGX listed dividend products can help investors to build resilient, passive income streams amidst ongoing market volatility.Register NOWTigerLive: https://tigr.link/9AvuvfZoom: https://tigr.link/9AFYw5Don’t miss this opportunity to strengthen your portfolio in a volatile market environment!
The U.S. Bond Sell-off may Signal a Further Sell-off in the Stock Market
$9.2 trillion of U.S. government debt will mature in 2025, with $6.5 trillion maturing in June alone.The U.S. government will need to roll over (refinance) a large portion of this debt, essentially borrowing new money to repay maturing bonds.Trump’s Pressure for Rate CutsTrump wants the Fed to cut interest rates, hoping this will lower government borrowing costs (bond yields).The aim is to minimize interest expenses on the newly issued debt in June 2025.But Fed Cuts Don’t Guarantee Lower Long-Term YieldsFed rate cuts help more on the short end of the yield curve; long-end yields may remain sticky or even rise if inflation expectations stay elevated or market confidence in U.S. fiscal credibility weakens.Investors in long-duration Treasuries demand a higher yield if they fear inflation or d