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801
General
Xaddy_Analyst
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2025-07-26

Next Week’s Market Goldmine: Stocks to Watch and Trade Smart (Jul 28-Aug 1, 2025)

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The market’s gearing up for a pivotal week starting July 28, 2025, with a lineup that could jolt the S&P 500 and Nasdaq from their recent record highs. The Federal Reserve’s FOMC meeting, a flood of mega-cap earnings, and a critical tariff deadline promise a high-stakes dance. With the S&P 500 hovering near 6,300 and the Nasdaq at peak levels, investors have a chance to strike gold. From AI-powered tech titans to steady healthcare names, here’s the scoop on what’s moving and how to play it. Market Moves to Monitor The week’s centerpiece is the Fed’s July 30 decision, with markets anticipating steady rates and a 64% shot at a September cut, though a hawkish pivo
Next Week’s Market Goldmine: Stocks to Watch and Trade Smart (Jul 28-Aug 1, 2025)
TOP1PC: Nice Sharing 😁. I will rest 💤 next week🥃 Watch 👀 & 🥃 @JC888 @Barcode @koolgal @Shernice軒嬣 2000 @Shyon
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KYHBKO
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2025-07-27

What does America’s real estate say about Recession?

What America’s real estate says about the Recession America's Largest Home Builder, DR Horton, just reported a 24% decline in net income. Less revenue, less income and revised guidance incoming at 8:30 Eastern - X user Mr Awsumb “So, if you go back to January of 2000, and where a home should be based on just inflation over the last 25 years, homes are overvalued. Home prices nationwide need to come down about 29 to 30%.” - Nick Rizzolo / Fox News Austin, TX home values have contracted 3 years in a row. -13.9% in 2023 -4.2% in 2024 -5.4% in 2025. Note that this is the biggest housing correction Austin has experienced in the last 25+ years. Even bigger than what occurred in the GFC. - X user Nick Gerli Image Home builders have 9.8 months of supply on their lots. Has only happened 6 other tim
What does America’s real estate say about Recession?
TOPjazzyxx: It's wise to consider multiple indicators.
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SPACE ROCKET
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2025-07-27
The current earnings season is characterized by a mixed reaction to company performance. While some companies, like Google (Alphabet), experience modest gains on earnings "beats," others, like ASML, face significant stock price drops due to disappointing results. This suggests that the market is more sensitive to negative news and that even solid performance may not guarantee positive stock movement.  Companies like Google (Alphabet) often see positive, albeit modest, stock price increases when they beat earnings expectations. This indicates that the market generally rewards companies that exceed predictions, but the magnitude of the gain can be influenced by various factors. Especially when all stocks have run up quite significantly, short term traders may use these prices increases
The current earnings season is characterized by a mixed reaction to company performance. While some companies, like Google (Alphabet), experience m...
TOPZarkness: Very observant!!
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JC888
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2025-07-27

INTC : Road to recovery, foundry stock ?

On Thu, 24 Jul 2025 - $Intel(INTC)$ released its much-anticipated Q2 earnings as scheduled. It is a mixed set of earnings that (to me, personally is showing signs of stabilization, thanks in part to slashing expenses, to keep both company and business afloat. Q2 Earnings. According to estimates by LSEG: Loss per share (adjusted) : was -$0.10 per share vs analysts’ consensus of $0.01 vs Q2 2024’s $0.02; that represents a -600% YoY, decline in EPS. (see above) This was due to the $800 million impairment charge, that is “related to excess tools with no identified re-use”, Revenue fared marginally better. INTC reported $12.86 billion versus analysts polled estimates of $11.92 billion vs Q2 2024’s $12.72 billion; that is a +1.1% YoY gain. Q3 Guidance /
INTC : Road to recovery, foundry stock ?
TOPXianLi: It's great to see signs of stabilization
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Kiwi Tigress
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2025-07-27
$ocbc bank(O39.SI)$ $DBS(D05.SI)$ $Grab Holdings(GRAB)$ 🌟💥🏧⏳📈 Will OCBC break out or chill below? My SGX earnings call is locked 🔒💬 I’ve been exploring ways to diversify beyond the usual US tech plays and stumbled into Singapore’s top financial names, partly thanks to my long on $GRAB. I entered at $5.04 and it’s now sitting at $5.36 with unrealized gains of 6.29%, so I figured why not look deeper into the SGX space? Next week’s earnings setup caught my eye, especially with OCBC and DBS both reporting. These are two of Singapore’s banking heavyweights, and just looking at their size, you can tell they don’t mess around: 🇸🇬 Top 10 SG Companies by Market Cap (2

[Game] Where Will OCBC Close On Friday?

@Tiger_comments
$DBS(D05.SI)$ hit an all-time high of S$49.21 this Thursday, just one step away from the S$50 mark. $ocbc bank(O39.SI)$ also reached a record high earlier this week on Monday, touching S$17.45. UOB, however, has underperformed compared to the other two banks. OCBC is scheduled to release its earnings next Friday.According to a recent report from DBS, Singapore’s banking sector is facing margin compression and weakening non-interest income.Benchmark rates such as SORA and HIBOR have dropped significantly. 3-month SORA fell by 50 basis points, while 1-month and 3-month HIBOR plunged by 299 and 221 basis points, respectively. These declines are expected to exert repricing pressure on OCBC’s loan book.In
[Game] Where Will OCBC Close On Friday?
$ocbc bank(O39.SI)$ $DBS(D05.SI)$ $Grab Holdings(GRAB)$ 🌟💥🏧⏳📈 Will OCBC break out or chill below? My SGX earnings call is locked 🔒💬 I’ve been explo...
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Sporeshare
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2025-07-27
$ComfortDelGro(C52.SI)$    ComfortDelGro - the last few days transacted price is very gd and price has shoot up from 1.50 to close well at 1.64, looks like Big Boys are playing! Short term wise, I think we may likely see a pullback from the current price level! After this break, it may rise up to re-attempt 1.64 and a nice breakout with ease we may see her rising up further towards 1.80 and above. 1st Half year results will be out in mid August, expecting them to declare a higher interim dividend. Last year interim dividend was 3.52 cents. Estimate 3.8-4 cents interim dividend. Pls dyodd. 23rd July 2025: ComfortDelGro - Yesterday, spotted some buying interest and pushed up the price to close 2 cents higher at 1.47 , looks rather bullis
$ComfortDelGro(C52.SI)$ ComfortDelGro - the last few days transacted price is very gd and price has shoot up from 1.50 to close well at 1.64, looks...
TOPMorganHope: Interesting analysis
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Kiwi Tigress
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2025-07-27
$Apple(AAPL)$$Roundhill Magnificent Seven ETF(MAGS)$$Meta Platforms, Inc.(META)$ Yo, fam! Earnings season’s been a rollercoaster, muted gains, sharp losses, total mood-killer vibes! Google beat expectations but only climbed 0.88% before crashing 8% post-earnings, dropping 14% over three days. TSMC gained 3% after earnings but ended red and kept sliding. Now, all eyes are on the Mag 7 squad…META, AMZN, AAPLdropping their numbers next week. Can they flip the script and shift the mood? Posts on X are buzzing with hype around these stocks. META’s got analysts hyped for its AI-driven ad growth, with some calling it undervalued at 28x forward P/E. AMZN’s AWS and logist
@Barcode
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ $YIELDMAX GOOGL OPTION INCOME STRATEGY ETF(GOOY)$ 💥📊 Google’s Q2 Breakout: Full‑Stack AI Ramp‑Up, Capex Heaven & Aiming Beyond $200 📊💥 I’m fully convinced Alphabet just redefined the rules of the AI game; by dominating across Cloud, Search, Ads, and Infrastructure; all in one quarter. I’ve reviewed every chart, filing, analyst update, and options signal. The result? A high-conviction setup that’s not just about beating earnings; it’s about strategic AI supremacy, and I’m building a thesis around what comes next. Earnings strength and segment dominance Alphabet delivered $96.43 B in total revenue versus $94 B expected. EPS c
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ $YIELDMAX GOOGL OPTION INCOME STRATEGY ETF(GOOY)$ 💥📊 Google’s Q2 Breakout: Full‑Stack AI Ramp‑Up, Capex Heaven & Aiming Beyond $200 📊💥 I’m fully convinced Alphabet just redefined the rules of the AI game; by dominating across Cloud, Search, Ads, and Infrastructure; all in one quarter. I’ve reviewed every chart, filing, analyst update, and options signal. The result? A high-conviction setup that’s not just about beating earnings; it’s about strategic AI supremacy, and I’m building a thesis around what comes next. Earnings strength and segment dominance Alphabet delivered $96.43 B in total revenue versus $94 B expected. EPS c
$Apple(AAPL)$$Roundhill Magnificent Seven ETF(MAGS)$$Meta Platforms, Inc.(META)$ Yo, fam! Earnings season’s been a rollercoaster, muted gains, shar...
TOPValerie Archibald: Actual Capex expenditure for Q2 has been less than projected, this could bode well during the upcoming earnings call and propel Meta higher. Melt up and good earnings could push this to $850 next week.
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Lanceljx
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2025-07-27
$Palantir Technologies Inc.(PLTR)$  At present, there does appear to be growing Wall Street enthusiasm for Palantir, as reflected in its recent 3% gain following Piper Sandler's bullish initiation with a $175 price target. The endorsement, coupled with Palantir's alignment with emerging U.S. industrial and political trends (e.g., reshoring, AI defence spending, and data sovereignty), suggests that institutional sentiment is warming—possibly approaching what you might characterise as "FOMO" (Fear of Missing Out). However, your reference to “buy at divergence, sell at consensus” is highly relevant. Assessing Divergence in Palantir 1. Divergence still exists: While some analysts (like Piper Sandler) have issued bullish calls, others remain scept
$Palantir Technologies Inc.(PLTR)$ At present, there does appear to be growing Wall Street enthusiasm for Palantir, as reflected in its recent 3% g...
TOPVenus Reade: $170. by the end of the week, hold long & capitalize.. this is a money maker!
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857
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ToNi
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2025-07-27
$Palantir Technologies Inc.(PLTR)$ Why Palantir (PLTR) is the Dark Horse of the 2025 AI Revolution: A Bullish Perspective Introduction In the midst of the 2025 global tech surge, artificial intelligence (AI) has emerged as a cornerstone of economic growth, and Palantir Technologies (PLTR) is quietly positioning itself as a dark horse in this arena. Despite debates over its valuation, a fresh perspective—viewing Palantir as a pioneer in “data sovereignty and AI synergy”—reveals its untapped potential beyond conventional analysis. This article leverages the latest data to explore why Palantir isn’t just a beneficiary of the AI revolution but a key architect, making it a compelling case for bullish investors. A Fresh Take: Leader in Data Sovereignty
$Palantir Technologies Inc.(PLTR)$ Why Palantir (PLTR) is the Dark Horse of the 2025 AI Revolution: A Bullish Perspective Introduction In the midst...
TOPMortimer Arthur: $170. by the end of the week, hold long & capitalize.. this is a money maker!
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Barcode
·
2025-07-27
$Apple(AAPL)$ $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ 📈🍏🚀 Can Apple Break Free From Its $3T Cage This Week? 🚀🍏📈 I’m convinced Apple is on the brink of a defining moment. While the S&P 500 powers to all-time highs, $AAPL is still down 12.29% YTD. That divergence won’t last. I’ve been long since $198, and while last week’s add didn’t meet my criteria, the setup into earnings is textbook. Earnings drop this Thursday after close with an implied move of ±4.18%. JP Morgan expects a beat: $89.6B revenue vs $88.96B consensus, and $1.43 EPS. Bloomberg consensus aligns: $89.156B rev, $1.429 EPS, $21.378B net income. Technically, price is coiling under $220 to $2
$Apple(AAPL)$ $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ 📈🍏🚀 Can Apple Break Free From Its $3T Cage This Week? 🚀🍏📈 I’m convinced Apple is on th...
TOPHen Solo: Apple’s not racing like META or MSFT, but that Tom Lee call sticks, when they move, they move big. Subscriptions plus that base under $209 has me watching very closely.
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JC888
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2025-07-27

Time to sell Citibank & BofA, like BRK.B ?

For week ending 19 Jul 2025, Wall Street banks are coining it in Donald Trump’s America. Goldman Sachs this week reported a +22% jump in profits, driven by record trading revenues as tariffs roiled stock markets. Citigroup’s profits jumped by +25%, beating analysts’ expectations. Even the $KBW Bank Index(BKX)$ closed to an all-time high. (see above) However, not everyone is convinced that the good times are going to last. Warren Buffett, the Sage of Omaha, has been shedding his US bank holdings, again. At the start of 2025, Buffett’s $Berkshire Hathaway(BRK.B)$ sold about $3.2 billion of shares in American banks and financial companies. Buffett sold about: $1billion stake in
Time to sell Citibank & BofA, like BRK.B ?
TOP1PC: Great Insight & Sharing 😁. I avoid U.S. Banks as Risk [Sweats] 🤭 Only Hold SG Banks [Chuckle] @Barcode @koolgal @Shyon @yourcelesttyy @Shernice軒嬣 2000
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mster
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2025-07-27
$Apple(AAPL)$  $Apple(AAPL)$   Apple Earnings Outlook Ahead Apple has a long-standing reputation for reliably beating earnings and revenue expectations. In the past 4 fiscal quarters, it has consistently outperformed analyst forecasts with strong financial results. Recent Sales Performance & China Headwinds • In its latest Q2 2025 earnings (quarter ended March 29), Apple posted $95.4 billion in revenue, a respectable +5% year‑over‑year gain . • However, Greater China revenue declined by about 2.3% YoY to roughly $16 billion, after an 11% drop in the prior quarter . • Despite this, Q2 brought a bounce: iPhone sales in China rose a
$Apple(AAPL)$ $Apple(AAPL)$ Apple Earnings Outlook Ahead Apple has a long-standing reputation for reliably beating earnings and revenue expectation...
TOPblinki: You've captured a nuanced view of Apple's situation.
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koolgal
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2025-07-27

From Piggy Banks to Portfolios : Why Singaporeans Talk Money Before They Can Spell It

🌟🌟🌟In Singapore schools, kids do not just learn to count, they teach kids what counts.  Financial literacy isn't just a curriculum, it is a cultural rite of passage.  While kids in other countries might be busy counting how many jellybeans they can stuff in their pockets, Singapore kids are already calculating opportunity costs like seasoned economists in training. What is a Financial Literacy? Let's break it down.  Financial literacy means understanding how money works.  This includes budgeting, saving, investing and mastering the fine art of not impulse buying every shiny gadget in sight.  The  Ministry of Education (MOE) promotes financial literacy by infusing key financial concepts into the school curriculum at all levels. In primary school, kids
From Piggy Banks to Portfolios : Why Singaporeans Talk Money Before They Can Spell It
TOPfizzloo: Awesome strategy
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The Investing Iguana
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2025-07-27

Why Singapore Investors Should Take Albert Edwards' "Everything Bubble" Warning Seriously | 🦖 #TheInvestingIguana EP995

🟩 🚨 **7 Warnings for Singapore Investors: The Bubble is Here!** 🚨 If you're investing in Singapore, this is your must-watch video! Join Iggy as we dive into Albert Edwards' "everything bubble" warning and uncover seven crucial insights that could change the way you manage your portfolio. From skyrocketing valuations and housing market anomalies to the Japan carry trade trigger, this video is packed with insights to help you safeguard your wealth while positioning for future opportunities. Whether you're invested in REITs, US stocks, or Singapore blue chips, this financial analysis sheds light on the risks hiding in plain sight. 📉 Learn how to stress-test your portfolio, reduce exposure to overvalued assets, and build defensive positions using Singapore’s unique tools like high-yield saving
Why Singapore Investors Should Take Albert Edwards' "Everything Bubble" Warning Seriously | 🦖 #TheInvestingIguana EP995
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Spiders
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2025-07-27

I Wish My Stocks Were Meme Stocks

Like many retail investors, I’ve found myself bagholding a few stocks, still holding on, deep in the red, waiting for a turnaround. And sometimes, in moments of irrational hope, I imagine one of them catching fire on social media, going viral on Reddit, and suddenly mooning to the stratosphere. The idea of my stock becoming the next GameStop or AMC is a tempting fantasy. But if I’m being honest, I know that’s not likely. There are only so many meme stock darlings, and the odds of lightning striking my portfolio are slim. That said, when I’m picking stocks, “meme potential” isn’t part of my investment criteria. I focus more on fundamentals—revenue growth, profitability, debt levels, and the broader economic conditions. It’s the approach that makes the most sense to me. However, just because
I Wish My Stocks Were Meme Stocks
TOPPluto891: u hv high winning rate and still deep in red? How do I reconcile the anomalies?
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Barcode
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2025-07-28
$iShares China Large-Cap ETF(FXI)$ $Apple(AAPL)$ $SPDR S&P 500 ETF Trust(SPY)$ 🚨💥 Global Markets Just Got a Shockwave: I’m Positioning for Asymmetric Alpha 💥🚨 I’m convinced we’ve just entered one of the most pivotal weeks of the quarter, possibly the year, and I’m not sitting on the sidelines. This isn’t just about earnings. It’s about the convergence of economic inflection points, global trade pivots, and escalating capital flow rotations into semis, AI, and China-exposed equities. The setup across $SPY, $FXI, and the major mega caps reporting this week is unprecedented. 📊 This week’s catalyst overload is no coincidence; it’s by design. Between now and Friday,
$iShares China Large-Cap ETF(FXI)$ $Apple(AAPL)$ $SPDR S&P 500 ETF Trust(SPY)$ 🚨💥 Global Markets Just Got a Shockwave: I’m Positioning for Asymmetr...
TOPHen Solo: That $MSTR call is interesting, especially with BTC reclaiming momentum. I wouldn’t be shocked if it front-runs tech earnings sentiment and catches a breakout before the others even report.
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Barcode
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2025-07-28
$Johnson & Johnson(JNJ)$ $BETASHARES GB QUAL LEADERS(QLTY.AU)$ $Spdr S&P Biotech Etf(XBI)$ 🚨💊 Pharma Rotation Alert: I’m Watching $JNJ for a Structurally Engineered Breakout Into 2026 📈🧬 I’m watching Johnson & Johnson not as a dividend fallback, but as a historically repeatable, structurally aligned breakout candidate into late 2026. This isn’t just about mean reversion. It’s about a long-cycle oncology reinvention with a technical chart that’s whispering ahead of the headlines. 📉 Multi-Decade Structure: When Patterns Speak, I Listen The long-term JNJ chart reveals something subtle but powerful: over a 15-year cycle, the stock has adhered to symmetri
$Johnson & Johnson(JNJ)$ $BETASHARES GB QUAL LEADERS(QLTY.AU)$ $Spdr S&P Biotech Etf(XBI)$ 🚨💊 Pharma Rotation Alert: I’m Watching $JNJ for a Struct...
TOPCool Cat Winston: Really appreciate how you mapped the oncology pivot in $JNJ… it’s easy to forget that pharma names like this can still have serious upside when the fundamentals realign. I’ve been thinking about how $LLY set the tone earlier this year, and this feels like the quieter version of that.
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Barcode
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2025-07-28
$Strategy(MSTR)$ $CME Bitcoin - main 2508(BTCmain)$ $CME Ether - main 2508(ETHmain)$ 🚀🌐📊 Ethereum Is Climbing, Bitcoin Is Coiling, and the Liquidity Wave Is Just Beginning 📊🌐🚀 I believe we’re standing at the edge of a decisive crypto expansion, where fundamentals, policy, and positioning are finally converging. But let’s be clear: this isn’t blind euphoria. It’s calculated momentum, and the next leg up won’t be slow. 🔍 Setup: $ETH is pushing toward the $4,000 magnet. Current price: $3,849.98 (+2.86%). RSI is firm at 86.15 on the weekly, and MACD continues its vertical lift with strong histogram confirmation. Volume profile shows acceptance above $3,700
$Strategy(MSTR)$ $CME Bitcoin - main 2508(BTCmain)$ $CME Ether - main 2508(ETHmain)$ 🚀🌐📊 Ethereum Is Climbing, Bitcoin Is Coiling, and the Liquidit...
TOPCool Cat Winston: That MSTR setup reminds me of late 2023 when the 8EMA bounce led straight into a parabolic leg. If it clears $437, I wouldn’t be surprised to see it magnet to $489 like NVDA did from $415 last year. Big players aren’t just guessing on that options flow.
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koolgal
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2025-07-28

OCBC: Strength Beyond Margins, Poised For A New Chapter

🌟🌟🌟As interest rates normalise across Asia, margin compression is pressuring Singapore banks but OCBC $ocbc bank(O39.SI)$  remains resilient.  With Q2 2025 Net Interest Margin (NIM) expected at 1.96% down 24 bps year over year, the key drivers are softening benchmarks like SORA and HIBOR and a strategic shift towards high grade, lower yield assets.  Yet OCBC's 6.2% year over year loan growth will help to offset the decline, reflecting disciplined expansion. More importantly, non interest income is proving its mettle.  Despite anticipated moderation in insurance income (SGD 270 million) and trading, OCBC's fee income jumped 14% year over year in Q1 25, led by 20% growth in wealth management. 
OCBC: Strength Beyond Margins, Poised For A New Chapter
TOPZtradee: Thank you for such a detailed write up about OCBC. They may not share the branding and prestige as DBS, but many believe in their prudence and conservatism in running the bank, showing resilience and the much required trusts from customers. Best of luck to you on all your investment endeavours.
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Tiger V
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2025-07-28

Wall Street Climbs as Trade Tensions Ease

Market Overview: Optimism Lifts Wall Street While Asia Struggles Global markets presented a mixed picture on July 25, 2025, with U.S. equities posting solid gains on trade and policy relief, while European and Asian markets wrestled with uncertainty. Strong corporate earnings in the U.S. and political reassurances from President Trump bolstered sentiment, even as investors remained cautious about trade developments with the EU and macro signals from Asia. U.S. Markets: Relief Rally on Powell Support and Earnings Strength U.S. markets rose across the board, with the Dow Jones Industrial Average $DJIA(.DJI)$  gaining 208.01 points (+0.4%) to close at 44,901.92, and the S&P 500
Wall Street Climbs as Trade Tensions Ease
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