To The Moon

0116 GMT - Singapore lenders could gain from risk-off sentiment in the Middle East thanks to the region's ongoing conflict, says CGS International's Tay Wee Kuang. Capital could exit the Middle East and enter Singapore or Hong Kong in a flight-to-safety move, he says in an email. All three Singapore banks have exposure in both cities and could see a boost in wealth-management fee income, the analyst adds. Wealth-management fee income has become a key source of earnings for DBS Group, Oversea-Chinese Banking Corp. and United Overseas Bank as declining interest rates weigh on interest income.

Seasonality, options-market positioning and a handful of other factors bode well for stocks, according to Citadel strategist.

Market rallies often lift the obvious winners first. But the biggest surprises sometimes come from stocks that were quietly improving before sentiment turned.

Billionaire Leo KoGuan, a major individual shareholder of Tesla Inc., bought 1 million shares of Nvidia Corp. on Tuesday, spending roughly $180 million at Tuesday’s close of $180.05. He said that AI...

DBS and OCBC are Singapore banking giants with strong dividends and solid balance sheets, but which offers better value and long-term upside today?

Here's why earnings may mark the start of a big rally.Nvidia shares have gone nowhere this year, but a Cantor Fitzgerald analyst sees next Wednesday's earnings report as the first of a few notable catalysts. Nvidia, led by CEO Jensen Huang, will report fourth-quarter earnings results on Feb. 25.An analyst is urging Nvidia investors to "stay calm" ahead of some events that could reignite the stock, which has been starved for momentum this year.Nvidia is just at the start "of a rack-scale super cycle," Cantor Fitzgerald analyst C.J. Muse wrote in a note to clients, referring to the ongoing ramp of its Blackwell artificial-intelligence chips and associated rack systems, as well as the upcoming Rubin family that is expected in the latter half of this year.But well before that, Nvidia is due to report quarterly earnings next Wednesday, and Muse expects to hear then that Rubin is on track for its ramp.Following the report, Muse expects Nvidia's leadership in the chip market to get a