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SG Morning Brief | Micron Blowout Sends Nasdaq Futures Up, Oil Hits $70; Core PCE Today
US OvernightThe S&P 500 dipped 0.10% to 7,358.22 and the Nasdaq slipped 0.43% to 25,476.63, both posting a third straight decline but in a notably calmer session — declines were narrow and indexes closed well off intraday lows. The Dow gained 0.35% (+182.06) to 51,848.90. Oil collapsed further: WTI ...
Thu, Jun 25

SG Morning Brief | SOX Plunges 8% as AI Memory Rout Deepens, Nasdaq -2.2%; Micron Reports Tonight
US OvernightThe Nasdaq tumbled 2.21% to 25,587.04 and the S&P 500 fell 1.44% to 7,365.47, both closing at two-week lows. The Dow slipped 0.09% to 51,665.49. The Russell 2000 gained 0.83%, extending its outperformance. The VIX surged to 19.52. The US session extended the global chip rout that began d...
Wed, Jun 24

SG Morning Brief | SpaceX Crashes 16%, Russell 2000 Hits 3,000; Chips Hit New Record as Oil Falls to $74
US OvernightThe Nasdaq fell 1.32% to 26,166.60 and the S&P 500 declined 0.37% to 7,472.79 as Big Tech dragged the market lower. The Dow bucked the trend, gaining 148.01 points (+0.29%) to 51,712.71, led almost entirely by Caterpillar's 4% surge. The Russell 2000 closed above 3,000 for the first time...
Tue, Jun 23

SG Morning Brief | Iran Re-Closes Hormuz 3 Days After Deal, Geneva Talks Cancelled; Marvell Joins S&P 500
Weekend WrapThe peace deal lasted 72 hours. Iran announced the re-closure of the Strait of Hormuz on Saturday, citing Israeli airstrikes in southern Lebanon as a ceasefire violation. US-Iran talks at Bürgenstock, Switzerland were abruptly cancelled and VP Vance withdrew. ADNOC CEO confirmed the stra...
Mon, Jun 22

SG Morning Brief | Warsh Holds Rates but Dot Plot Signals Hike, All Three Indexes Fall Over 1%
US OvernightThe S&P 500 fell 1.21% to 7,420.10, the Nasdaq dropped 1.34% to 26,021.66, and the Dow shed 507.12 points (-0.98%) to 51,492.55 after the Dow had hit a fresh intraday all-time high earlier in the session. The Federal Reserve held rates at 3.50-3.75% as expected, but the dot plot delivere...
Thu, Jun 18

SG Morning Brief | Dow Nears 52K for 4th Straight Record as Chips Drag Nasdaq; Warsh FOMC Tonight
US OvernightThe Dow gained 0.64% (+329 points) to close just shy of 52,000, its fourth consecutive record, while the S&P 500 slipped 0.08% to 7,548.60 and the Nasdaq fell 1.15% to 26,376.34, ending its three-day winning streak. The divergence between the Dow and Nasdaq widened further as the rotatio...
Wed, Jun 17

SG Morning Brief | Nasdaq Jumps 3% on Iran Peace Rally, Dow Hits Record; Warsh FOMC Wednesday Night
US OvernightThe Nasdaq surged 3.07% to 26,683.94, its best day since March 31. The S&P 500 gained 1.65% to 7,554.29, and the Dow rose 468.77 points (+0.92%) to a record 51,671.03, also hitting a new intraday all-time high. The rally was broad and conviction-driven as Wall Street priced in the US-Ira...
Tue, Jun 16

Top 5 CDRs Gainers/Losers (>100M) (6.15)
NASDAQ Composite Index has rose 3.07%, with a year-to-date rose 14.8%; S&P 500 has rose 1.65%, with a year-to-date rose 10.4%; Dow Jones Industrial Average has rose 0.92%, with a year-to-date rose 7.5%.EHang(EH) rose 14.63%, with a trading turnover 15.3 Million USD, and a year-to-date fell 42.3%.Mic...
Mon, Jun 15

Top 5 US Stock Gainers/Losers (>100B) (6.15)
NASDAQ Composite Index has rose 3.07%, with a year-to-date rose 14.8%; S&P 500 has rose 1.65%, with a year-to-date rose 10.4%; Dow Jones Industrial Average has rose 0.92%, with a year-to-date rose 7.5%.SpaceX(SPCX) rose 19.6%, with a trading turnover 44.7 Billion USD, and a year-to-date rose 42.6%.W...
Mon, Jun 15

Top 10 US Stock Losers (6.15)
NASDAQ Composite Index has rose 3.07%, with a year-to-date rose 14.8%; S&P 500 has rose 1.65%, with a year-to-date rose 10.4%; Dow Jones Industrial Average has rose 0.92%, with a year-to-date rose 7.5%.Bandwidth(BAND) fell 19.15%, with a trading turnover 181.3 Million USD, and a year-to-date rose 24...
Mon, Jun 15

Top 10 US Stock Gainers (6.15)
NASDAQ Composite Index has rose 3.07%, with a year-to-date rose 14.8%; S&P 500 has rose 1.65%, with a year-to-date rose 10.4%; Dow Jones Industrial Average has rose 0.92%, with a year-to-date rose 7.5%.Horizon Quantum(HQ) rose 63.34%, with a trading turnover 98.9 Million USD, and a year-to-date rose...
Mon, Jun 15

Top 10 HK Stock Losers (6.15)
Hang Seng Index has rose 0.5%, with a year-to-date fell 3.1%; Hang Seng TECH Index has rose 1.28%, with a year-to-date fell 13.6%.TRIGIANT(01300) fell 9.72%, with a trading turnover 105.9 Million HKD, and a year-to-date rose 875%.ZCLOUD TECH CON(09900) fell 9.6%, with a trading turnover 13.6 Million...
Mon, Jun 15

Top 10 HK Stock Gainers (6.15)
Hang Seng Index has rose 0.5%, with a year-to-date fell 3.1%; Hang Seng TECH Index has rose 1.28%, with a year-to-date fell 13.6%.KNOWLEDGE ATLAS(02513) rose 32.82%, with a trading turnover 8.1 Billion HKD, and a year-to-date rose 1153.9%.KB LAMINATES(01888) rose 22.26%, with a trading turnover 5.6 ...
Mon, Jun 15

Top 5 HK Stock Gainers/Losers (>100B) (6.15)
Hang Seng Index has rose 0.5%, with a year-to-date fell 3.1%; Hang Seng TECH Index has rose 1.28%, with a year-to-date fell 13.6%.KNOWLEDGE ATLAS(02513) rose 32.82%, with a trading turnover 8.1 Billion HKD, and a year-to-date rose 1153.9%.KB LAMINATES(01888) rose 22.26%, with a trading turnover 5.6 ...
Mon, Jun 15

SG Morning Brief | US-Iran Ceasefire Deal Reached, Signing June 19; Oil Crashes to $81
Weekend WrapThe US-Iran ceasefire MOU has been reached, but not yet signed. Trump declared Saturday that the deal is "now completed" and authorized the Strait of Hormuz to "open free" with the US Navy blockade lifted immediately. Iran's Supreme National Security Council confirmed the MOU early Sunda...
Mon, Jun 15

Top 5 US Stock Gainers/Losers (>100B) (6.12)
NASDAQ Composite Index has rose 0.31%, with a year-to-date rose 11.4%; S&P 500 has rose 0.5%, with a year-to-date rose 8.6%; Dow Jones Industrial Average has rose 0.7%, with a year-to-date rose 6.5%.Space Exploration Tech(SPCX) rose 19.22%, with a trading turnover 84.8 Billion USD, and a year-to-dat...
Fri, Jun 12

Top 5 CDRs Gainers/Losers (>100M) (6.12)
NASDAQ Composite Index has rose 0.31%, with a year-to-date rose 11.4%; S&P 500 has rose 0.5%, with a year-to-date rose 8.6%; Dow Jones Industrial Average has rose 0.7%, with a year-to-date rose 6.5%.Silvercorp Met(SVM) rose 7.52%, with a trading turnover 56.1 Million USD, and a year-to-date rose 35....
Fri, Jun 12

Top 10 US Stock Gainers (6.12)
NASDAQ Composite Index has rose 0.31%, with a year-to-date rose 11.4%; S&P 500 has rose 0.5%, with a year-to-date rose 8.6%; Dow Jones Industrial Average has rose 0.7%, with a year-to-date rose 6.5%.Roku(ROKU) rose 20.08%, with a trading turnover 2.1 Billion USD, and a year-to-date rose 32.4%.Space ...
Fri, Jun 12

Top 10 US Stock Losers (6.12)
NASDAQ Composite Index has rose 0.31%, with a year-to-date rose 11.4%; S&P 500 has rose 0.5%, with a year-to-date rose 8.6%; Dow Jones Industrial Average has rose 0.7%, with a year-to-date rose 6.5%.Firefly Aerospace(FLY) fell 19.05%, with a trading turnover 490.1 Million USD, and a year-to-date ros...
Fri, Jun 12

Top 10 HK Stock Gainers (6.12)
Hang Seng Index has rose 1.93%, with a year-to-date fell 3.6%; Hang Seng TECH Index has rose 1.06%, with a year-to-date fell 14.7%.ROBOTPHOENIX(06871) rose 28.98%, with a trading turnover 201.9 Million HKD, and a year-to-date fell 1.6%.MININGLAMP-W(02718) rose 21.17%, with a trading turnover 764.7 M...
Fri, Jun 12


