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SGX_Stars
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06-04
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SGX_Stars
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06-04

Semiconductor Test, Equipment and AI Demand Driving Flows and Re rating

The semiconductor value chain runs from chip design and wafer fabrication through equipment, materials, testing and packaging to system manufacturing and final hardware. The Singapore Technology sector is positioned primarily in equipment, testing, and hardware segments. Across the 49 stocks in the local Technology sector, around a dozen companies operate directly within the semiconductor production and testing chain. The majority are positioned in adjacent manufacturing, system integration, infrastructure, and software layers. These companies use semiconductors but do not participate in chip fabrication. These twelve companies span the core execution layers of semiconductor production. This includes testing and validation with $AEM SGD(AWX.SI)$
Semiconductor Test, Equipment and AI Demand Driving Flows and Re rating
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Trend_Radar
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06-04

## $Broadcom Inc.(AVGO) Retraces -0.49%: AI Chip Powerhouse Consolidates Near All-Time High, $500...

📊 **Closing Market Data** On June 4, 2026 (ET), Broadcom (AVGO) closed at $479.23, down -0.49% (-$2.34). The stock is consolidating just below its 52-week and all-time high of $495.00, representing a gap of approximately 3.3%. 🚀 **Core Market Drivers** - **Earnings Preview & AI Momentum**: The market is focused on the company's upcoming Q2 FY2026 earnings report, with expectations high for continued growth in AI semiconductor revenue. - **Product Portfolio Showcase**: Recent demonstrations of its broadband edge AI portfolio, including Wi-Fi 8 and 5G FWA solutions, reinforce its leadership in connectivity for next-generation AI applications. - **Market Valuation Concerns**: Despite the AI-driven rally (up 64% in recent months), some investors are beginning to question the sustainability
## $Broadcom Inc.(AVGO) Retraces -0.49%: AI Chip Powerhouse Consolidates Near All-Time High, $500...
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Trend_Radar
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06-04

## Xiaomi Group-W (01810) Consolidates at HK$28.38: Near 52-Week Low, Awaiting Smart EV & AI Narr...

📊 **Closing Market Snapshot** On June 4, 2026, Xiaomi Group-W closed at **HK$28.38**, a slight decline of **-0.70%**. The closing price is just **HK$0.88 above its 52-week low of HK$27.50**, representing a significant **-53.8% discount from its 52-week high of HK$61.45**. The stock is in a consolidation phase near its yearly low. 🚀 **Core Market Drivers** - **Weak Q1 Earnings Impact**: The market continues to digest the weaker-than-expected Q1 2026 results, with revenue declining 10.9% and profit down 43.1% year-over-year. - **Smart EV & AI Ecosystem Focus**: Long-term sentiment is anchored on the growth narrative of Xiaomi's Smart Electric Vehicle (EV) business and its expanding AI-powered device ecosystem, despite near-term hardware headwinds. 🎯 **Price Movement Probability Forecast*
## Xiaomi Group-W (01810) Consolidates at HK$28.38: Near 52-Week Low, Awaiting Smart EV & AI Narr...
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725
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Trend_Radar
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06-04

## Tencent Holdings (00700) Dips -1.59%: AI Catalyst Pause, Key Support at HKD 456 in Focus

📊 **Closing Quote** On June 4th, Tencent Holdings (00700.HK) closed at HKD 459.0, declining -1.59%. The closing price is now approximately -32% below its 52-week high of HKD 675.13, indicating a continued consolidation phase within a broader downtrend. 🚀 **Core Market Drivers** - **AI Narrative Pause:** Momentum from the "WeChat AI Assistant" news earlier in the week has faded, with the stock failing to sustain a breakout above recent highs. The market is now in a "wait-and-see" mode for concrete product launches. - **Sector Rotation & Sentiment:** Recent capital outflows from the broader technology sector, as indicated by recent net selling days, are applying pressure. The stock is trading in line with general market sentiment rather than company-specific catalysts. 🎯 **Price Movement
## Tencent Holdings (00700) Dips -1.59%: AI Catalyst Pause, Key Support at HKD 456 in Focus
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435
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Trend_Radar
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06-04

## $Lumentum Holdings Inc.(LITE) Plunged -8.86%: Nasdaq 100 Inclusion Volatility, Key Support at ...

📊 **Closing Market Data** As of June 4, 2026, Lumentum Holdings closed at **$938.0**, a significant drop of **-8.86%** or -$91.15. The closing price is approximately **13.6%** below its 52-week high of $1085.68, indicating a sharp pullback from recent highs. 🚀 **Core Market Drivers** 1. **Nasdaq 100 Inclusion Aftermath:** Following its recent inclusion in the Nasdaq 100 index, the stock has experienced heightened volatility as some investors engage in profit-taking after the initial rally. 2. **Sector-Wide Correction:** The broader optical communications and semiconductor equipment sector has seen a multi-day correction, with LITE caught in the selling pressure alongside peers. 3. **Technical Rebound Failure:** Attempts at a technical rebound in late May appear to have stalled, leading to
## $Lumentum Holdings Inc.(LITE) Plunged -8.86%: Nasdaq 100 Inclusion Volatility, Key Support at ...
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06-04

## $Alphabet Inc. (GOOG) Dips -0.76%: AI Arms Race Funding Pressures Stock, $355 Pivot in Focus

📊 **Closing Market Snapshot** Alphabet (GOOG) closed at $355.68 on June 4th, down -0.76%. The stock is trading approximately 12.1% below its 52-week high of $404.47, indicating a consolidation phase after recent highs. 🚀 **Core Market Drivers** 1. **AI Capital Raise:** Alphabet announced an $84.75 billion equity offering to fund its massive AI infrastructure buildout, creating short-term dilution concerns and selling pressure. 2. **Berkshire Backing:** Warren Buffett's Berkshire Hathaway committed to a $10 billion private placement within the offering, providing a significant long-term vote of confidence. 3. **Sector Sentiment:** The stock underperformed the broader market (S&P 500 +0.1%) on the day, reflecting investor digestion of the capital-intensive growth strategy. 🎯 **GOOG Short
## $Alphabet Inc. (GOOG) Dips -0.76%: AI Arms Race Funding Pressures Stock, $355 Pivot in Focus
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06-04

## $Palantir Technologies Inc.(PLTR) Plunged -6.55%: AI Stock Tests Key Support Amidst High Valua...

📊 Closing Quote On June 4th, Palantir closed at $142.20, a significant drop of -6.55% (-$9.97). The stock is now trading 31.5% below its 52-week high of $207.52. 🚀 Key Market Drivers - **Macro Sentiment & Valuation Pressure**: High-flying AI stocks, including Palantir, are facing a broad market reassessment of their premium valuations amidst shifting interest rate expectations. - **Sector Rotation & Profit-Taking**: The recent pullback appears to be driven by sector rotation and profit-taking after a strong run, as evidenced by the high volume of 41.07 million shares traded (Volume Ratio 0.74). 🎯 Short & Mid-Term Price Momentum **Short-Term (1-2 Weeks) Probability** | Direction | Probability | Price Range | Magnitude | |-----------|-------------|-------------|-----------| | Up
## $Palantir Technologies Inc.(PLTR) Plunged -6.55%: AI Stock Tests Key Support Amidst High Valua...
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06-04

## $ServiceNow(NOW) Plunges -7.64%: AI Workflow Leader Tests Key Support, $115-$130 Range in Focus

📊 **Closing Session** As of June 4th, 2026, ServiceNow closed at $117.90, a significant decline of -7.64% (-$9.75). The stock is now trading approximately 44.3% below its 52-week high of $211.48, indicating a continued pullback from recent highs. 🚀 **Core Market Drivers** The stock's sharp decline is part of a broader tech sector sell-off, with investors likely taking profits after a recent multi-session rally. Specific news includes ongoing market concerns about AI disruption and competitive pressures within the enterprise software space, despite recent positive analyst coverage and AI partnership momentum noted in prior weeks. 🎯 **Price Movement Probability Forecast** **Short-Term (1-2 Weeks) Upside/Downside Probability** | Direction | Probability | Price Range | Magnitude | |-----------
## $ServiceNow(NOW) Plunges -7.64%: AI Workflow Leader Tests Key Support, $115-$130 Range in Focus
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325
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Trend_Radar
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06-04

## Nokia (NOK) Slips -0.71%: Consolidates Near $17 Pivot After NVIDIA Rally, Support at $16.4

**📊 Closing Quote** As of June 4th, 2026, Nokia closed at **$16.73**, down **-0.71%** for the session. The stock is currently trading just **-4.1%** below its new 52-week high of $17.45, reached in the prior session. **🚀 Core Market Drivers** The recent surge to new highs was fueled by NVIDIA's strategic ~$1 billion investment for a ~3% stake in Nokia, coupled with positive AI infrastructure commentary at the GTC Taipei conference. Today's pullback reflects natural profit-taking after a significant rally, with the broader communication equipment sector also under pressure. **🎯 Short-Term & Mid-Term Price Action Probability** | Direction | Probability | Price Range | Magnitude | | :--- | :--- | :--- | :--- | | **Upside** | **48%** | $17.0 – $17.8 | +1.6% ~ +6.4% | | **Downside** | **52%
## Nokia (NOK) Slips -0.71%: Consolidates Near $17 Pivot After NVIDIA Rally, Support at $16.4
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06-04

## $AMD (Advanced Micro Devices) Soars +4.02%: AI Chip Titan Breaks $540, Momentum Builds Toward ...

📊 **Closing Market** As of June 4th, 2026, AMD closed at $542.52, surging +4.02% (+$20.98). The stock is now just 0.7% away from its new 52-week high of $546.44, set during the same session, indicating strong bullish momentum. 🚀 **Core Market Drivers** - **AI & Manufacturing Catalysts:** Recent news highlighted a $10 billion investment in Taiwan's AI ecosystem and the mass production of AMD's next-generation 2nm CPUs, fueling investor optimism about its competitive positioning against rivals. - **Sector-Wide Momentum:** Continued strength in the broader semiconductor and AI infrastructure sector is providing a tailwind for the stock. 🎯 **AMD Price Movement Forecast** **Short-Term (1-2 Weeks) Probabilities** | Direction | Probability | Price Range | Magnitude | |-----------|------------
## $AMD (Advanced Micro Devices) Soars +4.02%: AI Chip Titan Breaks $540, Momentum Builds Toward ...
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324
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Trend_Radar
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06-04

## $Direxion Daily Semiconductor Bull 3X ETF(SOXL) Surges +5.34%: Leveraged ETF Hits New 52-Week ...

📊 **Closing Market Data** As of June 4, 2026 (ET), SOXL closed at **$280.54**, surging **+5.34%** (+$14.22). The closing price is at its **52-week high of $284.58**, representing a mere **1.4%** gap from the peak. Trading volume was robust at 49.82 million shares, with a volume ratio of 1.04 indicating active participation. 🚀 **Core Market Drivers** The primary driver remains the **surging global AI demand**, which continues to fuel the semiconductor industry's upcycle. Additionally, positive sentiment from recent capital flow data shows significant net inflows over the past week, suggesting strong institutional and retail interest in the leveraged semiconductor play. 🎯 **Price Movement Probability Forecast** **Short-term (1-2 weeks) Probability** | Direction | Probability | Price Range |
## $Direxion Daily Semiconductor Bull 3X ETF(SOXL) Surges +5.34%: Leveraged ETF Hits New 52-Week ...
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424
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06-04

## $Microsoft Corp(MSFT) Plunged -3.17%: Key Support Test at $424, AI and Cloud Sentiment in Focus

📊 **Closing Market Snapshot** Microsoft (MSFT) closed at $427.34 on June 4th, down -3.17% (-$13.97) for the day. The stock is now trading approximately 23.1% below its 52-week high of $555.45, indicating a significant pullback from recent highs. 🚀 **Core Market Drivers** - **AI & Quantum Computing News**: Microsoft announced an updated quantum computing chip for "useful machines" set for 2029, reinforcing its long-term commitment to next-gen computing. However, this forward-looking news failed to offset immediate selling pressure. - **Sector-Wide Pressure & Profit-Taking**: The broader technology sector experienced headwinds. The stock's recent rally toward the $440-$441 resistance zone likely triggered profit-taking, as evidenced by the intraday high of $440.39 and subsequent shar
## $Microsoft Corp(MSFT) Plunged -3.17%: Key Support Test at $424, AI and Cloud Sentiment in Focus
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06-04

## $Dell Technologies Inc.(DELL) Dips -3.27%: AI Infrastructure Giant Consolidates Near All-Time ...

📊 **Closing Market Snapshot** On June 4th, 2026, Dell closed at $421.08, declining -3.27% for the day. The closing price is approximately 10.3% below its 52-week high of $469.47, indicating a consolidation phase after a significant run-up. 🚀 **Core Market Drivers** - **Strong Q1 Earnings & AI Demand**: Recent reports highlight that Dell's Q1 earnings exceeded expectations, with analysts noting AI server demand shows "no signs of slowing down." - **Analyst Sentiment Shift**: Major institutions like Morgan Stanley have revised their stance, acknowledging they were overly conservative on the hardware cycle as AI demand extends from GPUs to traditional infrastructure. 🎯 **DELL Short & Mid-Term Price Action Probability** | Direction | Probability | Price Range | Magnitude | |-----------
## $Dell Technologies Inc.(DELL) Dips -3.27%: AI Infrastructure Giant Consolidates Near All-Time ...
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Trend_Radar
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06-04

## $Marvell Technology (MRVL) Soars +3.73%: AI Chip Giant Breaks $300, $324 Target in Sight

📊 **Closing Market Data** As of June 4, 2026, Marvell Technology (MRVL) closed at **$301.65**, surging **+3.73%** on the day. The stock is now just **$22.55 (-6.9%)** away from its 52-week high of $324.20, demonstrating strong momentum within a powerful uptrend. 🚀 **Core Market Drivers** The primary catalyst is **CEO Matt Murphy sharing the stage with NVIDIA's Jensen Huang at Computex**, where Huang publicly stated Marvell has the potential to become the next trillion-dollar chip company, fueling immense market enthusiasm. This follows the company's recent launch of a new AI data center switch and better-than-expected Q1 earnings, solidifying its position in the AI infrastructure race. 🎯 **MRVL Short & Mid-Term Price Movement Probability** | Direction | Probability | Price Range | Magn
## $Marvell Technology (MRVL) Soars +3.73%: AI Chip Giant Breaks $300, $324 Target in Sight
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Trend_Radar
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06-04

## $SanDisk(SNDK) Rallied +6.71%: AI Storage Juggernaut Tests 52-Week High, $1861 Resistance in S...

**📊 Closing Snapshot** On June 4th, SanDisk (SNDK) surged to close at $1,831.50, marking a robust gain of +6.71%. The stock is now trading at its 52-week high of $1,861.00, indicating a powerful breakout momentum and strong market conviction. **🚀 Core Market Drivers** The rally is fueled by the ongoing "AI Storage Super Cycle," with analysts citing the company's pivotal role in this secular trend. Recent positive catalysts include Barclays raising its price target to $2,300 and Citi lifting its target to $2,025, both citing accelerating demand. The stock has gained over 550% year-to-date, building on a 580% surge in 2025. **🎯 Price Movement Probability** **Short-Term (1-2 Weeks) Upside/Downside Probability** | Direction | Probability | Price Range | Magnitude | |-----------|-------------|-
## $SanDisk(SNDK) Rallied +6.71%: AI Storage Juggernaut Tests 52-Week High, $1861 Resistance in S...
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578
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06-04

## $Micron Technology (MU) Hits All-Time High at $1079.57: AI Memory Demand Fuels Breakout, $1100...

📊 **Closing Market Snapshot** On June 4th, 2026 (ET), Micron Technology closed at **$1079.57**, surging **+1.45% (+$15.47)**. The stock reached a new 52-week and all-time high of $1089.29 during the session and is now trading at that peak level, driven by relentless AI demand. 🚀 **Core Market Drivers** - **AI Chip Arms Race**: Intense demand for High Bandwidth Memory (HBM) for AI accelerators continues to be the primary growth engine. Rival Samsung's announcement of its first HBM4E samples underscores the competitive and high-demand landscape. - **Wall Street Euphoria**: Multiple analysts have recently raised price targets, with Raymond James lifting its target to $1100, citing sustained pricing power and supply constraints expected to last into 2028. - **Sector Momentum**: The stock's ent
## $Micron Technology (MU) Hits All-Time High at $1079.57: AI Memory Demand Fuels Breakout, $1100...
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250
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06-04

## $NVIDIA Corp.(NVDA) Dips -3.62%: AI Titan Tests Support at $214, Bulls Eye Rebound Towards $236

📊 Closing Quote NVIDIA closed at $214.75 on June 4th, marking a -3.62% decline. The stock now sits approximately -9.2% below its 52-week high of $236.54, indicating a pullback within the broader uptrend. 🚀 Core Market Drivers 1. Sector Rotation & Profit-Taking: As a leading AI bellwether, NVDA experienced selling pressure amid a broader market rotation out of high-flying tech names. The high volume of 161 million shares suggests active institutional rebalancing. 2. Technical Consolidation: The pullback is viewed by many analysts as a healthy consolidation after a significant run-up, allowing the stock to digest gains and build a stronger base for the next leg higher. 🎯 Short & Mid-Term Price Action Probability **Short-Term (1-2 Weeks)** | Direction | Probability | Price Range | Cha
## $NVIDIA Corp.(NVDA) Dips -3.62%: AI Titan Tests Support at $214, Bulls Eye Rebound Towards $236
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WallStreet_Tiger
·
06-04

Cathie Wood Just Bet $95.6M on Google, Any Signal?

Cathie Wood Just Bet $95.6M on Google — Here's Why "Error Tolerance" Matters More Than the AI Hype Key Takeaway: On June 3, ARK Invest sold $40.6M of $Advanced Micro Devices(AMD)$ while snapping up $95.6M in $Alphabet(GOOG)$ , alongside smaller buys in $Meta Platforms, Inc.(META)$ and $Alibaba(BABA)$ . This is one of Wood's largest GOOGL purchases in recent months. Why Is "Woody" Loading Up on Google Now? 1. The Pivot: From "AI Shovels" to "AI Platforms" Cathie Wood has been executing a clear strategy this year: "Sell the阶段性成果, buy the future seeds." Since April, she has consistently trimmed chip "shovel" plays like AMD
Cathie Wood Just Bet $95.6M on Google, Any Signal?
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One and One Green Technologies. INC
·
06-04

YDDL Plans to Commission In-House Chemical Testing Laboratory at Philippine Facility, Supporting Vertical Quality Control Across Recycling Operations

$One and one Green(YDDL)$ ,recently announced that construction of its self-built professional chemical testing laboratory at the Company’s Philippine processing facility is substantially complete, with full operations targeted before the end of May 2026. The Company expects the laboratory enhance the Company’s integrated processing and testing capabilities and further strengthen its position as a competitive hazardous waste recycling operator in the Philippines. The new laboratory has been designed to provide independent internal capabilities across the full quality control cycle for all categories of materials handled by the Company, including raw material inspection, in-process monitoring, and finished product verification. The facility will se
YDDL Plans to Commission In-House Chemical Testing Laboratory at Philippine Facility, Supporting Vertical Quality Control Across Recycling Operations
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