$SOFI hitting ATHs after hours. I honestly wouldn't read too much into this, it will very often run like this prior to the earnings release and it's usually not a good indicator one way or the other of what happens with the report. Less than 12 hours until we get the numbers.
$Seatrium Ltd(5E2.SI)$ Seatrium announced that it has clinched S$170 million worth of new repair and upgrade contracts comprising major cruise, leisure and naval vessel projects. All works for the projects are set to complete by the first quarter of 2026. The contract wins comprise :a mega yacht upgrade project, major docking and repair works for various cruise ships.The ships include Discovery Princess and Crown Princess from Carnival Corporation, Silver Moon from Royal Caribbean Group and Le Soleal from Ponant Explorations Group. The new contracts also include retrofit works for three navy vessels, decommissioning works on a floating production storage and offloading vessel, as well as offshore repai
Can We See Meta (META) Q3 Earnings With Continued Strong Revenue Growth?
$Meta Platforms, Inc.(META)$ is scheduled to release its fiscal Q3 2025 earnings after market close on Wednesday, October 29, 2025. Analyst Expectations (Consensus Estimates) Meta Platforms (META) Fiscal Q2 2025 Earnings Summary Meta Platforms reported strong results for the fiscal second quarter of 2025, with both revenue and earnings per share (EPS) significantly beating analyst expectations, largely driven by the continued success of its core advertising business and early monetization of Artificial Intelligence (AI) features. Key Financial Highlights (Q2 2025): Revenue: $47.52 billion, an increase of 22% year-over-year, and above the high end of their guidance range. Diluted Earnings Per Share (EPS): $7.14, a 38% increase year-over-year, and s
NVIDIA's $150B Day: After a 15% Run, Is It Time to Take Profit or Buy More?
$NVIDIA( $NVIDIA(NVDA)$ )$ just did it again. The stock is up over 10% on the day, adding more than $150 billion to its market cap in a single session. This follows a 15% rally in just five days. This move is a direct response to the blockbuster earnings reports from its biggest customers, $Microsoft( $Microsoft(MSFT)$ )$ and $Alphabet( $Alphabet(GOOGL)$ )$. NVIDIA is now the undisputed king of this market, and its stock is the primary barometer for the entire "AI" trade. But after a vertical move like this, the question every investor has is simple: Is this the moment to finally take some profit off the table, or is this a signal that the stock is about to mak
My stock in focus today is $Qualcomm(QCOM)$ , after it officially entered the AI accelerator market with its new AI200 and AI250 chips. This marks a major shift beyond smartphones, positioning Qualcomm to challenge Nvidia and AMD. The chips offer higher memory capacity and lower power consumption, giving Qualcomm an edge in energy-efficient AI computing. I see this as a bold and timely move. The $500 billion AI market is still growing, and Qualcomm’s strength in mobile efficiency and edge AI could help it gain ground in areas where power management is crucial. By leveraging its strong industry ties, Qualcomm may not need to beat Nvidia outright but instead capture valuable niches in on-device and distributed AI. From an investment view, I’ll be
Qualcomm's AI Gambit: A New 'Call Option' for Growth? $Qualcomm(QCOM)$ stock surged 11% following the announcement of its new data center AI strategy. The move signals a significant acceleration of its AI ambitions, pulling the timeline forward from previous management guidance which, tied to the ~$2.4 billion Alphawave acquisition (set to close in 2026), had targeted FY2028 for entering the data center CPU and AI inference market. This unexpected acceleration signaled strong investor buy-in. The news also provided a significant lift to ecosystem partner $Arm Holdings(ARM)$ , which saw its shares close up 4.65% as investo
Intel’s Turnaround Gains Traction: Can the Chip Giant’s Rally Above $40 Hold?
$Intel(INTC)$ After a challenging few years of declining margins, missed product cycles, and rising competition, Intel Corporation (NASDAQ: INTC) just posted an encouraging earnings surprise. The semiconductor giant reported third-quarter 2025 revenue of $13.65 billion, topping Wall Street’s forecast of $13.14 billion, while adjusted earnings per share came in at $0.23, reflecting a notable rebound from its post-pandemic lows. More importantly, this quarter marks Intel’s first since the U.S. government became its largest shareholder, acquiring a 10% stake in August as part of the broader CHIPS Act initiative to boost domestic semiconductor manufacturing. The move not only underscores Intel’s strategic importance to national interests but also stre
SoFi’s 30% Growth Story Rolls On — Still a Fintech Darling or Time to Take Profits?
$SoFi Technologies Inc.(SOFI)$ SoFi Technologies (NASDAQ: SOFI) has become one of the most-watched names in the fintech space — and for good reason. Over the past few years, the company has evolved from a niche student-loan refinancing startup into a fully licensed digital financial institution with a rapidly growing customer base, robust revenue growth, and a clear path toward profitability. After a blockbuster second quarter that stunned Wall Street, the market is now bracing for another potentially impressive performance. With analysts forecasting nearly 30% year-on-year revenue growth for the upcoming quarter and positive adjusted earnings, the question is simple — can SoFi continue to defy expectations and extend its breakout run, or will mac
Meta’s Mirror: The Earnings That Could Expose AI’s Awkward Return on Reality
Why Meta’s Earnings Tomorrow Could Reveal the Awkward Truth About AI Returns That Wall Street’s Been Avoiding There’s a certain irony about Meta. The company that popularised virtual reality may now be offering investors a reality check on artificial intelligence. As $Meta Platforms, Inc.(META)$ prepares to report earnings, I can’t help but think tomorrow’s results could do more than move the share price — they might quietly redefine how we value AI investment itself. AI reflections: where perception meets profit in Meta’s mirror Meta has quietly become the most defensible fortress in big tech. While competitors like Amazon and Microsoft have been racing to monetise AI infrastructure, Meta has let its advertising empire foot the bill. Its ad machi
AI Chip Showdown: Qualcomm Joins the Arena as AMD Scores $1B Deal
$Qualcomm(QCOM)$ The semiconductor battleground is heating up once again — and this time, it’s Qualcomm and AMD stepping directly into NVIDIA’s turf. With Qualcomm’s bold entrance into the AI data center market and AMD securing a $1 billion deal with the U.S. Department of Energy (DOE), the AI chip race is entering a new, fiercely competitive phase. As investors look to position for the next leg of the artificial intelligence boom, the question is clear: who’s the smarter long-term AI bet — Qualcomm or AMD? Qualcomm’s Big AI Push: From Mobile to the Data Center For years, Qualcomm (NASDAQ: QCOM) has been synonymous with smartphones. Its Snapdragon processors have powered the mobile revolution and built a massive moat in mobile connectivity and eff
$AMD 20251031 255.0 CALL$ Support: $244, $238 Resistance: $253, $263.5 Quick Covered Call option scalp of the day. Got in and out within 10mins as there was a retracement of price for AMD. Overall outlook for AMD is still bullish. Will look for more trade opportunity on AMD when AMD does a ppullback towards $244. Trade safe, Tiger friends!
The AI chip battlefield is rapidly expanding — and this week marks a major turning point. Qualcomm’s Bold Entrance: By unveiling its new AI data center chips and full-stack computer systems, Qualcomm has officially stepped onto NVIDIA’s turf. The company’s strength lies in power-efficient architectures, honed from years of dominance in mobile SoCs. If Qualcomm can scale this efficiency advantage into data centers, it could carve out a niche with lower-energy, cost-effective AI servers. The 20% surge in share price reflects investors’ confidence that Qualcomm might finally break free from its smartphone dependency. AMD’s $1 Billion DOE Win: Meanwhile, AMD’s partnership with the U.S. Department of Energy to build two next-generation supercomputers cements its credibility in high-performance
Apple’s rally shows strong optimism ahead of earnings. iPhone 17 demand remains robust, especially in China and the U.S., while Services revenue and margins continue to expand. The market expects solid guidance for the holiday quarter and updates on Apple’s AI ecosystem. However, expectations are very high. If guidance disappoints or AI integration seems slow, a short-term pullback is possible. Still, Apple’s cash flow, ecosystem, and brand loyalty make it a long-term winner. 📊 Predicted closing price (Oct 31): $277.40 View: 🔼 Bullish — steady growth and AI catalysts could push shares higher, though near-term consolidation wouldn’t be surprising.
$Alphabet(GOOGL)$ Buying NVDA fractional shares using premium earned from earlier selling Cash Secured Put. I always regret my past mistake of getting out of GOOGL earlier this year. I guess I have weak hands. Now I am getting back into GOOGL
US-China Detente Ignites Stocks: Gold Slips Below $4K – Buy the Dip or Run?
Breakthrough in Kuala Lumpur shakes up global markets as US and China ink a preliminary framework, dialing back the heat on trade wars. Officials hashed out deals on everything from soybean buys to rare earth curbs, with China hitting pause on export restrictions and ramping up US ag purchases. TikTok's US ops get a green light for divestiture, sealing a long-brewing saga. Stocks are loving it—Nasdaq smashed records, Dow futures leaped, and broader indices climbed as risk appetite roars back. But gold? It's taking a hit, shedding over 1% to hover around $3998 per ounce, pulling back from its epic bull charge. Diving deeper: This isn't just lip service. Treasury chief Bessent spilled the beans on China's "substantial" soybean commitments and a one-year delay on rare earth moves, averting a
AI Chip Showdown: Qualcomm's Bold Invasion Crushes NVIDIA's Throne – Or Does AMD Steal the Crown?
$NVIDIA(NVDA)$$Advanced Micro Devices(AMD)$$Intel(INTC)$$S&P 500(.SPX)$$NASDAQ(.IXIC)$$Invesco QQQ(QQQ)$ Buckle up, tech enthusiasts – the AI battlefield just exploded with Qualcomm storming the data center gates like a rogue warrior, armed with fresh silicon that's got NVIDIA sweating and AMD flexing its government-backed muscles. This isn't just another chip drop; it's a seismic shift in the semiconductor wars, where efficiency meets raw power in a high-stakes duel for AI supremacy. Qualcomm's entry signals the end of NVIDIA's