Tariffs, Earnings, and Shrugged Rallies: Markets Ask “What’s Next?”
Markets showed resilience Monday after a new U.S.–EU trade deal was unveiled over the weekend, but enthusiasm proved short-lived. Despite a burst of early optimism, major indexes struggled to hold gains, as investors looked past tariff clarity and turned cautious ahead of a busy earnings and macro week. What's next Trade Deal: More Clarity, But Higher Costs The U.S. and European Union announced a fresh trade agreement Sunday, adjusting tariffs on EU imports to a 15% rate, higher than the 10% baseline but well below the 30% level previously threatened by President Trump. Key Exemptions: Some critical sectors, including raw materials, chemicals, and aircraft, will avoid the levy entirely. Market Reaction: Initial enthusiasm gave way to fatigue, with only marginal gains by close. The S&P
$Kingsoft Cloud Holdings Ltd(KC)$ I think this stock is really good for trading up and down. When the AI news is out, it trends upwards. You just need to have the holding power for this trading stock. Good luck, Tigers.
Chasing Nvidia: Will AMD’s AI Momentum Send Shares Soaring?
$Advanced Micro Devices(AMD)$ Advanced Micro Devices, Inc. (NASDAQ: AMD) is no stranger to playing catch-up. For years, it operated in the shadow of rival Nvidia, especially in the high-performance GPU market. But 2025 may be remembered as the year AMD made its boldest move yet to challenge Nvidia’s dominance—not just in gaming GPUs, but in AI accelerators, data center compute, and custom silicon. The question now on every investor’s mind is simple: Can AMD sustain its current momentum and break out toward the elusive $200 price target, leapfrogging even Nvidia in near-term returns? The stock has rallied over 60% year-to-date, fueled by optimism over its MI300 series chips, AI training wins, and expanding data center relationships. Yet as the Augus
A Sharp Descent in SIA’s Earnings Raises Investor Alarm
$SIA(C6L.SI)$ Turbulence at 30,000 Feet: Can the Flag Carrier Regain Altitude? Singapore Airlines (SGX: C6L), widely admired for its premium in-flight service and long-haul excellence, recently reported a sharp drop in net profit for the first quarter of FY2025. The headline-grabbing decline—more than 50% year-on-year—has sparked concern among investors just as macroeconomic headwinds, rising competition, and geopolitical risks begin to buffet the global aviation industry once more. Yet beneath the surface of falling earnings, Singapore Airlines remains one of the strongest balance sheets in the global airline sector, with healthy liquidity, disciplined cost management, and a diversified revenue base that includes Scoot and a lucrative cargo bus
Chinese EV sales around the world. Singapore is a country very enamoured by all things American. And Tesla has been on sale there for several years already. And yet, BYD is now the top selling marque. This is the real teason Trump is not allowing Chinese EV's into USA. Tesla and other US EV cars will see great sales erosion. SINGAPORE – Chinese electric vehicle maker BYD topped new car registrations in Singapore with 4,667 cars in the first half of 2025, according to Land Transport Authority figures released on July 28. This is an 80.4 per cent increase over the 2,587 units the brand registered in the first half of 2024. BYD increased its market share to 19.5 per cent of the total 23,957 registrations in the six months to June, up from 13.9 per cent in the previous corresponding
🟩 🚀 **iFast Soars 10%: What Made It Today’s Hottest SGX Stock?** Join Iggy in today’s Investing Iguanas daily SGX digest as we unpack why iFast skyrocketed over 10%, turning heads on the Singapore Exchange! From blowout profits to a bold dividend hike, we’re shedding light on what’s fueling iFast’s rise and what it means for your investment decisions. Whether you're tracking fintech innovation or just love a good market rally, this breakdown is packed with insights tailored for savvy Singaporean investors. 📊 Beyond iFast, we’re keeping tabs on SIA’s mixed results, ESR REIT’s strong performance, and Capitaland Ascot Trust’s global upgrades. Plus, get the scoop on how sector-specific fundamentals and global trends are shaping today’s SGX market, including the latest in logistics, industrials
[Events] Apple, Amazon, Microsoft, or Meta — Who’s Your Pick This Week?
It’s Big Tech earnings week. Apple, Amazon, Microsoft, and $Meta are all reporting — and the stakes are high.With AI investments booming, cloud competition heating up, and consumer trends shifting fast, which company will crush expectations and lead the post-earnings rally?🔍 Quick Earnings Snapshot $Microsoft(MSFT)$ (reports July 30 after the bell)Analyst Estimates: Revenue of $73.85B, EPS of $3.37Azure growth is leading the cloud wars, and Copilot is scaling fast. Can Microsoft keep up its momentum — and hit that $4T market cap?Microsoft Earnings Preview: AI and Cloud Revenue Is Critical 🕒 Earnings call: July 31, 5:30 a.m. SGT. To set a reminder, please
From Cloud to Canvas: Is Figma the Next $10B Darling After CoreWeave?
$Figma(FIG)$ A New Star Emerges in the IPO Galaxy Figma, the collaborative design platform used by millions globally, is poised to make a major splash with its upcoming IPO. As it targets a valuation near $18.8 billion, investors are watching closely: Can Figma deliver long-term value and carve out a sustainable growth path? Or is this simply another flash in the pan amid 2025's torrid tech IPO market, where names like CoreWeave have already delivered staggering first-day gains? With soaring revenues, ambitious AI initiatives, and high-profile backers, Figma’s public debut is being compared to CoreWeave’s—another tech unicorn whose early trading illustrated both the upside and volatility of today's IPO landscape. As Figma prepares to list under tic
Caffeine High or Bubble Brewed? Starbucks Faces a Crucial Test This August
$Starbucks(SBUX)$ The Froth Might Be in the Stock, Not the Latte Starbucks Corporation (NASDAQ: SBUX) has long been revered not just as a global coffee powerhouse, but as a benchmark of strong consumer branding, efficient global expansion, and consistent shareholder returns. Yet in the run-up to its fiscal Q3 2025 earnings this August, many investors are beginning to wonder: Is Starbucks now priced for perfection at precisely the wrong time? With shares recovering sharply from their 2024 lows, optimism has returned to the stock thanks to cost-cutting initiatives, new product launches, and a refocused international strategy under the stewardship of Laxman Narasimhan. However, headwinds remain significant—especially weakening consumer demand, margin
Is the Market Overvalued? Or Is the Dollar the Real Problem?
$S&P 500(.SPX)$$Invesco QQQ(QQQ)$ U.S. equity markets may appear expensive, but the deeper issue could lie not in asset valuations—but in the currency used to measure them. Across multiple valuation frameworks, U.S. equities are flashing red. Traditional metrics such as the Shiller Price-to-Earnings (P/E) ratio and the Buffett Indicator have reached historically elevated levels, prompting renewed concern among institutional and retail investors alike. Yet, in an environment shaped by fiat currency devaluation, monetary distortion, and asset scarcity, the right question may not be, “Are stocks overvalued?”—but rather, “Overvalued relative to what?” Valuation Red Flags Are Waving By conventional standar
Diageo Outlook Dims Further Amid Tariff and Valuation Challenges
$Diageo PLC(DEO)$ Once heralded as a recession-resilient staple in global portfolios, Diageo (NYSE: DEO) is increasingly finding itself on the wrong side of macroeconomic shifts and investor sentiment. The London-based spirits giant, known for iconic brands like Johnnie Walker, Guinness, and Tanqueray, is facing mounting pressure from tariff disruptions, weakening demand in key markets, and valuation concerns that have left shares trailing broader consumer staples and luxury peers. Diageo, the global spirits and beverage giant behind brands like Johnnie Walker, Guinness, and Tanqueray, finds itself at a crossroads in mid-2025. While long admired for its robust cash flow and brand equity, the company now faces a storm of macroeconomic headwinds, geo
$STI ETF(ES3.SI)$ catching Singapore market rebound! Banks leading + economic resilience showing. Index investing made it easy, though global risks remain.
$Keppel(BN4.SI)$ Bullish on Keppel DC REIT—growth backed by acquisitions and asset enhancement. Solid fundamentals support long-term upside. Wishing everyone steady profits ahead!
$INNOVENT BIO(01801)$ is approaching its all-time high again, with current valuation remaining attractive. Below 100 HKD could be a golden entry point. Strong pipeline and leadership in biotech promise solid returns. Let's grow steadily together!
$PING AN(02318)$ 's weekly chart shows solid trends recently. With PE below the historical median (11.3x), it has 20% upside potential, possibly reaching 50% in a bull market (13-14x PE). Let’s grow wealth steadily together!
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ Frankly speaking, Tesla $Tesla Motors(TSLA)$ has been a gold mine this year! While holding underlying shares, I've successfully capitalized on TSLL's price swings. This leveraged ETF proves exceptionally profitable in volatile markets.