1. What news/movements are worth noting in the market today? Any stocks to watch?
2. What trading opportunities are there? Do you have any plans?
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Technical Edge: Hang Seng Rebound Tests Support; Nasdaq Remains Bearish at the 200-Day MA
Hello everyone! Today, we review the latest technical outlook for the Hang Seng Index, Nasdaq 100, Gold and WTI crude. The Hang Seng is retesting key support, while Nasdaq’s rebound is approaching its 200-day moving average. Gold remains capped by overhead resistance, while oil is trying to stabilize in a key support zone. Stronger U.S. inflation has added interest rate pressure. Hopes of easing U.S.-Iran tensions and encouraging AI news are also shaping market pricing. We assess fundamentals alongside price structure to identify key support, resistance and the confirmation needed for further moves. Hang Seng: Support Retest, Recovery Still Unconfirmed Hong Kong’s GDP grew 5.1% year over year in the first three quarters, supporting local equities. However, mainland China’s Octo
Sea 3Q26: Shopee Anchors the Beat, Monee Drags on Margins, Garena Coasts on Legacy
Sea Limited ( $Sea Ltd(SE)$ ) just delivered a classic "top-line beat, bottom-line bifurcation" quarter. Total revenue hit $8.6 billion (+43% YoY), comfortably beating consensus. But Adjusted EBITDA came in at just $930 million (+29% YoY). The story is clear: Shopee is in a golden harvesting phase, printing cash through surging monetization. But those profits are being aggressively eaten away by Monee’s ballooning credit loss provisions and Garena’s decelerating bookings. Here is the deep dive into the three-headed machine—and why the market needs to focus on the hidden cracks. 1. The Business Model: Three Distinct Engines Shopee (E-commerce): A two-sided network monetized through transaction commissions, advertising, and value-added services. It bu
AI Stocks Are Recovering, but Don’t Ignore These 4 Stocks Today (11 November)
After last week’s sharp technology sell-off, the market is showing signs of recovery. CoreWeave’s latest earnings have helped ease concerns about AI demand, but hotter-than-expected US inflation has created a new challenge for growth stocks. I think today’s opportunities are worth looking at from two angles: whether AI infrastructure can sustain its recovery, and whether other sectors can attract investors looking beyond technology. Here are four stocks on my watchlist. 1. $Corteva, Inc.(CTVA)$ – A non-tech earnings opportunity Corteva is an agricultural science company focused on seeds and crop protection. It is due to release its third-quarter results after the US market closes today. Analysts are expecting approximately $1.8 billion in rev
AI Rout Hit Regional Tech; S-REITs Rebounded 【 CSOP SG Weekly 】
【PERFORMANCE AT A GLANCE 】 【PRODUCT COMMENTARY 】 Money Market Fund US$ MMF net 7-day yield: 3.65% 7-day net yield is calculated using calendar days and NAVs rounded to five decimal places. US Treasury yields declined across the curve following the 3 November US midterm elections, with the front end leading the rally. The Democratic sweep in the US election eased political uncertainty and led to speculation of Iran war ending sooner, which resulted in oil prices plunging. The risk-off move in technology shares reinforced safe haven demand. OIS markets’ rate-hike pricing for 2027 had been pared back. Focus turns to US CPI on 10 November, followed by jobless claims on 12 November and PPI on 13 November. S-REITs SRT YTD total return: -7.07%&
AI Rout Hit Regional Tech; S-REITs Rebounded 【 CSOP SG Weekly 】
【PERFORMANCE AT A GLANCE 】 【PRODUCT COMMENTARY 】 Money Market Fund US$ MMF net 7-day yield: 3.65% 7-day net yield is calculated using calendar days and NAVs rounded to five decimal places. US Treasury yields declined across the curve following the 3 November US midterm elections, with the front end leading the rally. The Democratic sweep in the US election eased political uncertainty and led to speculation of Iran war ending sooner, which resulted in oil prices plunging. The risk-off move in technology shares reinforced safe haven demand. OIS markets’ rate-hike pricing for 2027 had been pared back. Focus turns to US CPI on 10 November, followed by jobless claims on 12 November and PPI on 13 November. S-REITs SRT YTD total return: -7.07%&
NVIDIA Just Lost $430 Billion in Market Value. Is This a Buying Opportunity or a Bigger Problem?
Didn't expect NVIDIA's biggest headline this week to have nothing to do with GPUs. $英伟达(NVDA)$ On November 8, NVIDIA's board announced an independent investigation following reports that CEO Jensen Huang may have been targeted by a foreign intelligence operation. Two days later, the company confirmed that it had hired former federal prosecutor Joon H. Kim and his law firm to conduct the investigation. According to Reuters, NVIDIA lost roughly $430 billion in market value over two trading sessions, with shares down about 9.5% since the controversy began. That's an enormous amount of value disappearing in just a couple of days. But what interests me more isn't the scandal itself. It's what this situation tells us about NVIDIA's gover
$S&P 500(.SPX)$ $Intel(INTC)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$ Market sentiment today, November 11, 2026, is dominated by lingering tech sector headwinds following elevated CPI inflation print and high-profile individual catalyst events across semiconductors and AI cloud infrastructure. Here are the primary stocks driving market discussion today: 1. CoreWeave (CRWV) — After-Hours Surge (+7.9%) * The News: CoreWeave reported Q3 revenue of $3.66 billion, topping Wall Street estimate
Macro Strategy Weekly: Hidden Risks in the U.S. Rebound Brring 2018 Back Into Focus
Weekly Macro Strategy Overview Welcome to this week’s macro strategy report. Each edition brings together market views from community contributors with relevant professional credentials. We also track how their strategies play out each week. Here are this week’s key takeaways: 1. The Rebound Arrives as Weekly Downside Risk Builds The rebound offers little assurance that risks have cleared. The recovery from the lower edge of the previous trading range broadly matched expectations. The next phase is more likely to bring repeated swings within a broad range. A sustained uptrend may take longer to resume. Over the next two weeks, both a crash and a quick breakout to new highs appear unlikely. After consolidation, base-building and a downside break look roughly equally likely. Remain
Rigetti's USD 20 Million Year Now Rests on One Acceptance Test in India
Rigetti Computing $Rigetti Computing(RGTI)$ reported third-quarter 2026 revenue of USD 1.411 million after the US close on November 10 — down 27.5% year over year, down 72.5% sequentially, and roughly 60% below the USD 3.52 million consensus. In the same quarter its Cepheus-1-108Q system hit a 99.5% median two-qubit gate fidelity, exactly the target management had set. The stock closed at USD 12.15, off 6.4%, then fell further after hours. Management reiterated a full-year target of about USD 20 million, which now depends on one customer in India passing an acceptance test before December 31. The question is not why revenue missed. It is what a USD 4.1 billion market capitalisation owns when the rest of the year is a single purchase order. Figure
Warren Buffett Is Buying Sirius XM Again. Is Wall Street Missing Something? 📻💰
When Warren Buffett starts adding to an investment that already represents a substantial ownership stake, investors should probably pay attention. Berkshire Hathaway has reportedly purchased approximately 924,281 additional shares of Sirius XM (NASDAQ: SIRI) for around US$26.9 million, across transactions between 30 October and 3 November 2026. That brings Berkshire’s reported holding to approximately 125.7 million shares, representing roughly 37% of Sirius XM. This isn’t a speculative toe-dip. It’s a substantial commitment to a business many investors have arguably written off as yesterday’s technology. But here’s the interesting question: Why would Berkshire continue buying a satellite radio company when the investment world is obsessed with AI, semiconductors and high-growth technology
Musk's Misses Hurt TSLA & His Credibility In my 2024’s post on 23 April, I have listed all the misses Mr Musk has achieved. click here !to read about it. There will be a new addition soon - “Tesla will stop making Cybertrucks next year”. (see below) On Fri, 06 Nov 2026, $Tesla Motors(TSLA)$ CEO Elon Musk said the EV maker will be “winding down” production of Cybertruck at its Texas gigafactory around mid 2027, even though Musk had previously hailed it as the future of the pickup truck. Built exclusively at the Texas plant alongside the Model Y and Cybercab, a 2-seater that CEO Musk has touted as a c
Anthropic Cut Its IPO Value 30% to $1.4 Trillion — Its Suppliers Signed Anyway
Anthropic launched its roadshow on 10 November with 825 million Class A shares at $70 to $78, a Nasdaq listing under the ticker ANT, and a base raise of $57.75 billion to $64.35 billion before a greenshoe of up to 123.75 million shares (CNR; China Securities Journal). At the top of the range the fully diluted valuation is $1.405 trillion (Securities Times). It is the largest US tech listing since SpaceX raised roughly $85 billion in June — and the first where the company's own suppliers are also its anchor investors. Seven of them signed a $26 billion private placement at the IPO price: Alphabet, Microsoft, Nvidia, AMD, Broadcom, Micron and TSMC (Reuters). The question is not whether the deal clears. It is who carries the risk once the AI financing loop is printed in a public filing — and
Why Singapore Banks Just Lit Up The Charts & Why It Is Time To Buy Back In
🌟🌟🌟Singapore banks ticked higher on Tuesday 10 November, staging a powerful recovery with all 3 banks closing higher. While the latest US hot inflation print sent a shudder through the US markets overnight, it has handed a fundamental gift to Singapore's financial sector. What Is Actually Fueling The Fire? This sector wide surge isn't just short term volatility. The sudden upward momentum is driven by a unique mix of global macro shifts and crucial domestic catalysts: The Higher For Longer Interest Rate Lifeline: In the stock market, sticky inflation is usually treated as a villain. However for commercial banks, it is an absolute tailwind. Markets are now aggressively pricing a prolonged rate environment from the US Federal Reserve, with some governors even floating a 50
🚨 NU HOLDINGS: EARNINGS JUST GOT MORE INTERESTING – IS BRAZIL’S POLITICAL SHOCK A BUYING OPPORTUNITY OR A WARNING?
NYSE: $NU | Nubank | November 12 earnings watch NU was already an interesting growth story heading into earnings. Now it has become a much more complicated investment proposition. Brazil’s October presidential election has delivered a significant shock to financial markets, and Nubank has been caught directly in the crossfire. The question investors should be asking isn’t simply whether NU beats earnings expectations. It’s whether the political and economic environment has fundamentally changed the company’s growth and profitability outlook. 🇧🇷 1. The election shock is REAL – and the numbers are substantial. Following President Lula’s re-election on October 25, Brazilian markets experienced an extraordinary repricing. The Bovespa plunged 13.9% on October 26, while the Brazilian real suffer
🚀 AMD: The AI Challenger Is Getting Stronger – Is Wall Street Underestimating Its Potential?
Sometimes the biggest investment opportunity isn’t buying the market leader. It’s identifying the competitor quietly taking market share. That’s why Advanced Micro Devices (NASDAQ: AMD) deserves serious attention. AMD surged approximately 13.3% on Monday, following an upgrade from Oppenheimer to Outperform, accompanied by a $600 price target. But here’s what I find more interesting: the underlying business is beginning to justify the excitement. 🔥 The numbers investors shouldn’t ignore AMD’s latest Q3 2026 results delivered some impressive figures: * Total revenue reached $13.4 billion, up 45% year-on-year. * Data Centre revenue climbed 97% to $8.5 billion. * Non-GAAP earnings per share increased 74% to $2.09. * Management expects approximately $17 billion in Q4 revenue, representing
My vote: C – Trade sideways (-1% to +1%). Friday closing prediction: 24,850 The Nasdaq started the week with a strong 2.7% rebound on Monday, but the hotter-than-expected October CPI has weakened the recovery. Headline inflation rose 0.4% against expectations of 0.3%, while core CPI increased 0.3%, also above forecasts. This keeps interest-rate concerns in focus. I expect volatility to remain elevated through Friday. I would avoid chasing the rebound in Nvidia, AMD or Tesla and wait for better entry points. I would also watch Friday’s PPI data and Thursday’s earnings from Applied Materials and Cisco for further clues about inflation and technology demand. A strong recovery needs more than one good trading session. I want to see improving market breadth, stabilising prices and sustained
CoreWeave's $104 Billion Backlog Cannot Pay a $900 Million Interest Bill
$CoreWeave, Inc.(CRWV)$ reports Q3 2026 after Tuesday's close, and the Street will price the print off revenue: consensus sits near $3.54 billion, up roughly 159% year on year. That headline is almost irrelevant. The number that decides this company's fate is the interest bill — guided to $860-940 million for the quarter, up from $640 million last quarter and $267 million four quarters ago. CoreWeave is the largest pure-play renter of $NVIDIA(NVDA)$ GPUs, and it finances every one of them. Tonight's question is not whether the backlog grows. It is whether operating profit grows at least as fast as the interest expense. At the guidance midpoint, the answer is no — by a factor of more than two. Figure 1 — T
Wall Street’s Latest Stock Calls: Nvidia, SpaceX and Riot Platforms Are Drawing Attention
Wall Street analysts are making some important moves across technology, AI, cryptocurrency, aerospace and consumer stocks. Tuesday’s research updates show an interesting mix of confidence in the AI investment cycle, growing interest in space infrastructure and renewed optimism about Bitcoin-related businesses. Here are the calls that caught my attention and what investors should watch. 1. Nvidia: Wall Street Remains Bullish Ahead of Earnings Citi reiterated its Buy rating on Nvidia but reduced its price target from US$315 to US$285. The bank expects Nvidia to maintain its previous FY2028 revenue outlook, implying approximately 70% year-on-year growth in calendar 2027. Wells Fargo also maintained its Overweight rating but lowered its target from US$315 to US$300. Its analysts expect solid u
Technical Edge: Hang Seng Rebound Tests Support; Nasdaq Remains Bearish at the 200-Day MA
Hello everyone! Today, we review the latest technical outlook for the Hang Seng Index, Nasdaq 100, Gold and WTI crude. The Hang Seng is retesting key support, while Nasdaq’s rebound is approaching its 200-day moving average. Gold remains capped by overhead resistance, while oil is trying to stabilize in a key support zone. Stronger U.S. inflation has added interest rate pressure. Hopes of easing U.S.-Iran tensions and encouraging AI news are also shaping market pricing. We assess fundamentals alongside price structure to identify key support, resistance and the confirmation needed for further moves. Hang Seng: Support Retest, Recovery Still Unconfirmed Hong Kong’s GDP grew 5.1% year over year in the first three quarters, supporting local equities. However, mainland China’s Octo
Macro Strategy Weekly: Hidden Risks in the U.S. Rebound Brring 2018 Back Into Focus
Weekly Macro Strategy Overview Welcome to this week’s macro strategy report. Each edition brings together market views from community contributors with relevant professional credentials. We also track how their strategies play out each week. Here are this week’s key takeaways: 1. The Rebound Arrives as Weekly Downside Risk Builds The rebound offers little assurance that risks have cleared. The recovery from the lower edge of the previous trading range broadly matched expectations. The next phase is more likely to bring repeated swings within a broad range. A sustained uptrend may take longer to resume. Over the next two weeks, both a crash and a quick breakout to new highs appear unlikely. After consolidation, base-building and a downside break look roughly equally likely. Remain
Sea 3Q26: Shopee Anchors the Beat, Monee Drags on Margins, Garena Coasts on Legacy
Sea Limited ( $Sea Ltd(SE)$ ) just delivered a classic "top-line beat, bottom-line bifurcation" quarter. Total revenue hit $8.6 billion (+43% YoY), comfortably beating consensus. But Adjusted EBITDA came in at just $930 million (+29% YoY). The story is clear: Shopee is in a golden harvesting phase, printing cash through surging monetization. But those profits are being aggressively eaten away by Monee’s ballooning credit loss provisions and Garena’s decelerating bookings. Here is the deep dive into the three-headed machine—and why the market needs to focus on the hidden cracks. 1. The Business Model: Three Distinct Engines Shopee (E-commerce): A two-sided network monetized through transaction commissions, advertising, and value-added services. It bu
AI Rout Hit Regional Tech; S-REITs Rebounded 【 CSOP SG Weekly 】
【PERFORMANCE AT A GLANCE 】 【PRODUCT COMMENTARY 】 Money Market Fund US$ MMF net 7-day yield: 3.65% 7-day net yield is calculated using calendar days and NAVs rounded to five decimal places. US Treasury yields declined across the curve following the 3 November US midterm elections, with the front end leading the rally. The Democratic sweep in the US election eased political uncertainty and led to speculation of Iran war ending sooner, which resulted in oil prices plunging. The risk-off move in technology shares reinforced safe haven demand. OIS markets’ rate-hike pricing for 2027 had been pared back. Focus turns to US CPI on 10 November, followed by jobless claims on 12 November and PPI on 13 November. S-REITs SRT YTD total return: -7.07%&
AI Rout Hit Regional Tech; S-REITs Rebounded 【 CSOP SG Weekly 】
【PERFORMANCE AT A GLANCE 】 【PRODUCT COMMENTARY 】 Money Market Fund US$ MMF net 7-day yield: 3.65% 7-day net yield is calculated using calendar days and NAVs rounded to five decimal places. US Treasury yields declined across the curve following the 3 November US midterm elections, with the front end leading the rally. The Democratic sweep in the US election eased political uncertainty and led to speculation of Iran war ending sooner, which resulted in oil prices plunging. The risk-off move in technology shares reinforced safe haven demand. OIS markets’ rate-hike pricing for 2027 had been pared back. Focus turns to US CPI on 10 November, followed by jobless claims on 12 November and PPI on 13 November. S-REITs SRT YTD total return: -7.07%&
Rigetti's USD 20 Million Year Now Rests on One Acceptance Test in India
Rigetti Computing $Rigetti Computing(RGTI)$ reported third-quarter 2026 revenue of USD 1.411 million after the US close on November 10 — down 27.5% year over year, down 72.5% sequentially, and roughly 60% below the USD 3.52 million consensus. In the same quarter its Cepheus-1-108Q system hit a 99.5% median two-qubit gate fidelity, exactly the target management had set. The stock closed at USD 12.15, off 6.4%, then fell further after hours. Management reiterated a full-year target of about USD 20 million, which now depends on one customer in India passing an acceptance test before December 31. The question is not why revenue missed. It is what a USD 4.1 billion market capitalisation owns when the rest of the year is a single purchase order. Figure
NVIDIA Just Lost $430 Billion in Market Value. Is This a Buying Opportunity or a Bigger Problem?
Didn't expect NVIDIA's biggest headline this week to have nothing to do with GPUs. $英伟达(NVDA)$ On November 8, NVIDIA's board announced an independent investigation following reports that CEO Jensen Huang may have been targeted by a foreign intelligence operation. Two days later, the company confirmed that it had hired former federal prosecutor Joon H. Kim and his law firm to conduct the investigation. According to Reuters, NVIDIA lost roughly $430 billion in market value over two trading sessions, with shares down about 9.5% since the controversy began. That's an enormous amount of value disappearing in just a couple of days. But what interests me more isn't the scandal itself. It's what this situation tells us about NVIDIA's gover
AI Stocks Are Recovering, but Don’t Ignore These 4 Stocks Today (11 November)
After last week’s sharp technology sell-off, the market is showing signs of recovery. CoreWeave’s latest earnings have helped ease concerns about AI demand, but hotter-than-expected US inflation has created a new challenge for growth stocks. I think today’s opportunities are worth looking at from two angles: whether AI infrastructure can sustain its recovery, and whether other sectors can attract investors looking beyond technology. Here are four stocks on my watchlist. 1. $Corteva, Inc.(CTVA)$ – A non-tech earnings opportunity Corteva is an agricultural science company focused on seeds and crop protection. It is due to release its third-quarter results after the US market closes today. Analysts are expecting approximately $1.8 billion in rev
Warren Buffett Is Buying Sirius XM Again. Is Wall Street Missing Something? 📻💰
When Warren Buffett starts adding to an investment that already represents a substantial ownership stake, investors should probably pay attention. Berkshire Hathaway has reportedly purchased approximately 924,281 additional shares of Sirius XM (NASDAQ: SIRI) for around US$26.9 million, across transactions between 30 October and 3 November 2026. That brings Berkshire’s reported holding to approximately 125.7 million shares, representing roughly 37% of Sirius XM. This isn’t a speculative toe-dip. It’s a substantial commitment to a business many investors have arguably written off as yesterday’s technology. But here’s the interesting question: Why would Berkshire continue buying a satellite radio company when the investment world is obsessed with AI, semiconductors and high-growth technology
Musk's Misses Hurt TSLA & His Credibility In my 2024’s post on 23 April, I have listed all the misses Mr Musk has achieved. click here !to read about it. There will be a new addition soon - “Tesla will stop making Cybertrucks next year”. (see below) On Fri, 06 Nov 2026, $Tesla Motors(TSLA)$ CEO Elon Musk said the EV maker will be “winding down” production of Cybertruck at its Texas gigafactory around mid 2027, even though Musk had previously hailed it as the future of the pickup truck. Built exclusively at the Texas plant alongside the Model Y and Cybercab, a 2-seater that CEO Musk has touted as a c
Anthropic Cut Its IPO Value 30% to $1.4 Trillion — Its Suppliers Signed Anyway
Anthropic launched its roadshow on 10 November with 825 million Class A shares at $70 to $78, a Nasdaq listing under the ticker ANT, and a base raise of $57.75 billion to $64.35 billion before a greenshoe of up to 123.75 million shares (CNR; China Securities Journal). At the top of the range the fully diluted valuation is $1.405 trillion (Securities Times). It is the largest US tech listing since SpaceX raised roughly $85 billion in June — and the first where the company's own suppliers are also its anchor investors. Seven of them signed a $26 billion private placement at the IPO price: Alphabet, Microsoft, Nvidia, AMD, Broadcom, Micron and TSMC (Reuters). The question is not whether the deal clears. It is who carries the risk once the AI financing loop is printed in a public filing — and
$S&P 500(.SPX)$ $Intel(INTC)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$ Market sentiment today, November 11, 2026, is dominated by lingering tech sector headwinds following elevated CPI inflation print and high-profile individual catalyst events across semiconductors and AI cloud infrastructure. Here are the primary stocks driving market discussion today: 1. CoreWeave (CRWV) — After-Hours Surge (+7.9%) * The News: CoreWeave reported Q3 revenue of $3.66 billion, topping Wall Street estimate
Why Singapore Banks Just Lit Up The Charts & Why It Is Time To Buy Back In
🌟🌟🌟Singapore banks ticked higher on Tuesday 10 November, staging a powerful recovery with all 3 banks closing higher. While the latest US hot inflation print sent a shudder through the US markets overnight, it has handed a fundamental gift to Singapore's financial sector. What Is Actually Fueling The Fire? This sector wide surge isn't just short term volatility. The sudden upward momentum is driven by a unique mix of global macro shifts and crucial domestic catalysts: The Higher For Longer Interest Rate Lifeline: In the stock market, sticky inflation is usually treated as a villain. However for commercial banks, it is an absolute tailwind. Markets are now aggressively pricing a prolonged rate environment from the US Federal Reserve, with some governors even floating a 50
CoreWeave's $104 Billion Backlog Cannot Pay a $900 Million Interest Bill
$CoreWeave, Inc.(CRWV)$ reports Q3 2026 after Tuesday's close, and the Street will price the print off revenue: consensus sits near $3.54 billion, up roughly 159% year on year. That headline is almost irrelevant. The number that decides this company's fate is the interest bill — guided to $860-940 million for the quarter, up from $640 million last quarter and $267 million four quarters ago. CoreWeave is the largest pure-play renter of $NVIDIA(NVDA)$ GPUs, and it finances every one of them. Tonight's question is not whether the backlog grows. It is whether operating profit grows at least as fast as the interest expense. At the guidance midpoint, the answer is no — by a factor of more than two. Figure 1 — T
🚨 NU HOLDINGS: EARNINGS JUST GOT MORE INTERESTING – IS BRAZIL’S POLITICAL SHOCK A BUYING OPPORTUNITY OR A WARNING?
NYSE: $NU | Nubank | November 12 earnings watch NU was already an interesting growth story heading into earnings. Now it has become a much more complicated investment proposition. Brazil’s October presidential election has delivered a significant shock to financial markets, and Nubank has been caught directly in the crossfire. The question investors should be asking isn’t simply whether NU beats earnings expectations. It’s whether the political and economic environment has fundamentally changed the company’s growth and profitability outlook. 🇧🇷 1. The election shock is REAL – and the numbers are substantial. Following President Lula’s re-election on October 25, Brazilian markets experienced an extraordinary repricing. The Bovespa plunged 13.9% on October 26, while the Brazilian real suffer
🚀 AMD: The AI Challenger Is Getting Stronger – Is Wall Street Underestimating Its Potential?
Sometimes the biggest investment opportunity isn’t buying the market leader. It’s identifying the competitor quietly taking market share. That’s why Advanced Micro Devices (NASDAQ: AMD) deserves serious attention. AMD surged approximately 13.3% on Monday, following an upgrade from Oppenheimer to Outperform, accompanied by a $600 price target. But here’s what I find more interesting: the underlying business is beginning to justify the excitement. 🔥 The numbers investors shouldn’t ignore AMD’s latest Q3 2026 results delivered some impressive figures: * Total revenue reached $13.4 billion, up 45% year-on-year. * Data Centre revenue climbed 97% to $8.5 billion. * Non-GAAP earnings per share increased 74% to $2.09. * Management expects approximately $17 billion in Q4 revenue, representing
Wall Street’s Latest Stock Calls: Nvidia, SpaceX and Riot Platforms Are Drawing Attention
Wall Street analysts are making some important moves across technology, AI, cryptocurrency, aerospace and consumer stocks. Tuesday’s research updates show an interesting mix of confidence in the AI investment cycle, growing interest in space infrastructure and renewed optimism about Bitcoin-related businesses. Here are the calls that caught my attention and what investors should watch. 1. Nvidia: Wall Street Remains Bullish Ahead of Earnings Citi reiterated its Buy rating on Nvidia but reduced its price target from US$315 to US$285. The bank expects Nvidia to maintain its previous FY2028 revenue outlook, implying approximately 70% year-on-year growth in calendar 2027. Wells Fargo also maintained its Overweight rating but lowered its target from US$315 to US$300. Its analysts expect solid u
📉 Options Puppy Market Guide: Why Hot CPI Is Sending the Nasdaq, QQQM, SPYG and Grab Lower
$SPDR Portfolio S&P 500 Growth ETF(SPYG)$ 🐶 My take: Good economic growth does not always mean a good stock market. Sometimes, a strong economy combined with stubborn inflation is exactly what makes Wall Street nervous. When I see the Nasdaq falling, technology stocks turning red, and ETFs such as QQQM and SPYG dropping, I want to understand one important thing: Is the market falling because the economy is weak, or because the economy is too strong and inflation is not cooling fast enough? These are two very different situations. The CPI figures in the screenshot give us an important clue: 🇺🇸 U.S. October CPI — Figures shown in the screenshot 0.4% Actual 0.3% Forecast 0.6% Previous Inflation surprise Hott
Rocket Lab Sold Out the Future at Higher Prices — and Still Lost $80 Million in One Quarter
Rocket Lab reported its best quarter as a public company on Monday night — record revenue of $267.8 million, up 73% year on year, a record $3.57 billion backlog, and its first positive GAAP operating cash flow of $7.2 million. It also posted a net loss of $79.7 million, more than four times the $18.3 million loss of a year earlier, and confirmed that Neutron, its flagship rocket, will not fly before 2027. $Rocket Lab USA, Inc.(RKLB)$ closed Monday up 10.91% at $58.86, then fell in after-hours trading and quoted about 5.6% lower in Tuesday's pre-market at $55.55 (Seeking Alpha). The question this piece answers: is Rocket Lab a 2026 financial story or a 2027 launch-window story, and which one does today's price actually pay for? Figure 1 — The quart