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SG Morning Brief | Memory Stocks Explode 11%, SOX Surges 5% as Chip Correction Reverses
US OvernightThe S&P 500 rose 0.89% to 7,509.20, the Nasdaq gained 1.29% to 25,837.21, and the Dow added 385.38 points (+0.74%) to 52,224.64, with all three indexes snapping three-day losing streaks. The semiconductor sector staged its most powerful rally in six weeks: the SOX surged 5.2% and the mem...
Wed, Jul 22

SG Morning Brief | Three-Day Selloff Deepens but Chips and China Tech Buck the Trend
US OvernightThe S&P 500 fell 0.19% to 7,443.28, the Nasdaq dipped 0.05% to 25,508.07, and the Dow dropped 307.16 points (-0.59%) to 51,839.26 — all three posting a third consecutive decline and closing at their lowest levels in at least three weeks. The losses came as the US completed its ninth cons...
Tue, Jul 21

SG Morning Brief | SOX Enters Bear Market, Nasdaq Posts Worst Week in Months
Weekend WrapReuters reported Friday that TSMC asked major suppliers to delay shipments of high-end chipmaking equipment — the first tangible sign that AI capex may be decelerating. Chinese AI startup Moonshot unveiled Kimi K3, which it called the world's most powerful open AI model, intensifying con...
Mon, Jul 20

SG Morning Brief | Chips Fall on Positioning Not Demand, Google -4% on Gemini Delay; Netflix -9% After Hours
US OvernightThe Nasdaq fell 1.47% to 25,881.95, the S&P 500 dropped 0.51% to 7,533.77, and the Dow slipped 105.67 points (-0.20%) to 52,552.97. Technology was the worst S&P sector as the chip selloff deepened for yet another session despite TSMC posting a 77% annual earnings gain at 68% gross margin...
Fri, Jul 17

SG Morning Brief | Apple Hits ATH on China AI Deal, PPI Confirms Disinflation; TSMC + Netflix Tonight
US OvernightThe S&P 500 rose 0.38% to 7,572.40, the Nasdaq gained 0.62% to 26,269.23, and the Dow added 150.37 points (+0.29%) to 52,658.64, marking a second consecutive advance for all three. The session saw a remarkable split: the Magnificent Seven (ex-Tesla) rallied 3-4% each while the chip secto...
Thu, Jul 16

SG Morning Brief | CPI Plunges to 3.5%, SK Hynix Soars 27%, IBM Crashes 25%; Rate Hike Odds Collapse
US OvernightThe S&P 500 rose 0.38% to 7,543.59, the Nasdaq gained 0.90% to 26,107.01, and the Dow eked out a 9.63-point gain (+0.02%) at 52,508.27 after IBM's historic 25% plunge offset Goldman Sachs' 9% rally. June CPI was the headline: headline inflation fell to 3.5% from 4.2%, well below the 3.8%...
Wed, Jul 15

Triple Market Catalysts Collide on a Make-or-Break Tuesday: Surging Fed Hike Odds, Bank Earnings Kickoff and New Chair’s Congressional Debut
A convergence of three major market-moving events—sharply repriced Federal Reserve rate hike expectations, the official launch of U.S. bank earnings season, and the new Fed Chair’s maiden congressional testimony—will make this Tuesday the most consequential single trading session for markets in rece...
Tue, Jul 14

SG Morning Brief | SOX Drops 5%, Oil Spikes 9% as Trump Reinstates Hormuz Blockade; CPI + Banks Today
US OvernightThe Nasdaq fell 1.55% to 25,873.18, the S&P 500 dropped 0.79% to 7,515.34, and the Dow slipped 0.26% to 52,498.64. The session was hit by two forces simultaneously. First, the Korea-driven chip rout continued: SK Hynix's US-listed ADRs plunged 9.3% on their second trading day, falling to...
Tue, Jul 14

SG Morning Brief | SK Hynix Soars 13% in Record Foreign IPO, S&P Wins the Week; CPI + Bank Earnings Tomorrow
Weekend WrapIran's late Supreme Leader Khamenei was buried in Mashhad on Friday, but his son and successor Mojtaba Khamenei did not appear publicly — raising questions about the stability of Iran's leadership transition. Israel shared intelligence with the US about a new Iranian plot to assassinate ...
Mon, Jul 13

SG Morning Brief | Chips Rally 3rd Straight Day as Markets Shrug Off Iran Escalation; SK Hynix Debut Today
US OvernightThe Nasdaq rose 1.30% to 26,206.89 and the S&P 500 gained 0.81% to 7,543.64, with both posting a second consecutive advance. The Dow added 139.02 points (+0.27%) to 52,487.41. Remarkably, markets rallied even as the US-Iran conflict escalated sharply: the US struck a cumulative 170 Irani...
Fri, Jul 10

SG Morning Brief | Trump Declares Iran Ceasefire "Over" then Walks It Back; Nasdaq Bucks Selloff
US OvernightThe Dow plunged 576.76 points (-1.09%) to 52,348.39 after Trump told the NATO summit in Turkey that the Iran ceasefire is "over," calling Iran "scum" and threatening to "hit them hard tonight." The S&P 500 fell 0.28% to 7,482.71. But in a remarkable split, the Nasdaq Composite rose 0.20%...
Thu, Jul 9

SG Morning Brief | Chips Crash Again as Hormuz Attack, Iran Waiver Revoked, Samsung Selloff Converge
US OvernightThe S&P 500 fell 0.45% to 7,503.85, the Nasdaq dropped 1.16% to 25,818.69, and the Dow lost 130.76 points (-0.25%) to 52,925.15. Three separate catalysts converged to pummel the chip sector: Iran attacked a Qatari LNG tanker near the Strait of Hormuz, the US Treasury revoked the waiver t...
Wed, Jul 8

SG Morning Brief | Chips Rebound 2%, Dow Hits Record 53K ; SpaceX in Nasdaq-100 Today
US OvernightThe Nasdaq gained over 1% and the S&P 500 rose 0.7% to a three-week high, with both indexes snapping two-day losing streaks. The Dow advanced 156 points (+0.29%) to a record 53,056 — its second consecutive all-time high. The Nasdaq 100 climbed 1.3%. The Philadelphia Semiconductor Index r...
Tue, Jul 7

SG Morning Brief | SpaceX Joins Nasdaq-100 Tomorrow, All Three Indexes Up for the Week Despite Chip Carnage
Weekend WrapIran refused to meet directly with US delegates in Doha, agreeing only to indirect talks through Qatari and Pakistani mediators. VP Vance claimed the US has "accomplished the core mission" of ensuring Iran does not obtain a nuclear weapon, signaling Washington may settle for a less compr...
Mon, Jul 6

SG Morning Brief | NFP Misses at 57K, Dow Hits Record but Chips Crash for 2nd Day; US Closed Today
US OvernightThe Dow surged 594.83 points (+1.14%) to a record 52,900.07 after June nonfarm payrolls came in at just 57,000 — roughly half the 113,000 consensus and the weakest print in four months. April and May were revised down by a combined 74,000. Unemployment dipped to 4.2% from 4.3%. Leisure a...
Fri, Jul 3

SG Morning Brief | Memory Stocks Crash 10% as Hardware-to-Software Rotation Accelerates; Payrolls Tonight
SG Morning Brief | Memory Stocks Crash 10% as Hardware-to-Software Rotation Accelerates; Payrolls TonightUS OvernightThe S&P 500 slipped 0.19% and the Dow held flat on the first trading day of H2 2026, but beneath the surface was a violent rotation. The Nasdaq 100 fell 1.5%, dragged down by a rare d...
Thu, Jul 2

SG Morning Brief | S&P and Nasdaq Post Best Quarter Since 2020; SOX Soars 88% in Record Q2
US OvernightThe S&P 500 rose 0.8% and the Nasdaq gained 1.52% on the final day of Q2, capping the best quarter for both indexes since 2020. The Dow advanced 0.25% to 52,312.48. The Russell 2000 closed at 3,024.37, up 21.86% year-to-date — the best-performing major US index. The Philadelphia Semicond...
Wed, Jul 1

SG Morning Brief | Dow Tops 52K, Nasdaq Snaps 5-Day Skid as Tech Roars Back; Supreme Court Shields Fed
US OvernightThe S&P 500 surged 1.18% to 7,440.43, the Nasdaq jumped 2.07% to 25,820.14 — snapping a five-day losing streak — and the Dow rose 306.63 points (+0.59%) to 52,182.74, closing above 52,000 for the first time. The rally was driven by a reassessment of the AI trade after last week's sharp s...
Tue, Jun 30

SG Morning Brief | Nasdaq Posts 5th Straight Loss and Worst Week in a Year; OpenAI Delays IPO to 2027
Weekend WrapOpenAI is delaying its IPO until 2027, the New York Times reported Friday, citing SpaceX's post-debut struggles. The company filed its S-1 on June 8 but advisers presented CEO Sam Altman with two options: wait for a $1 trillion valuation in 2027, or accept less now. Anthropic also filed ...
Mon, Jun 29

Stocks to watch: OUE Reit, OUE Ltd, Frasers Property, Vicom, UOB
source: TheBusinessTimes[SINGAPORE] The following companies saw new developments that may affect trading of their securities on Thursday (Jun 25):Frasers Property : TQ5 0%: The real estate group on Thursday said it is proposing a S$2.1 billion optimisation of its Frasers Hospitality Trust (FHT) port...
Thu, Jun 25


