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SG Morning Brief | Dow Retakes 50K, Cerebras Surges 68% in Biggest IPO of 2026
US OvernightThe S&P 500 rose 0.77% to a record above 7,500, the Nasdaq gained 0.88% to a record 26,635, and the Dow advanced 0.75% (+370 points) to 50,063 — its first close above 50,000 since February. All three indexes hit new all-time highs. The rally was fueled by the Trump-Xi summit in Beijing, ...Longport
Fri, May 15
24H | Nvidia Jumps Another 2%; Destiny Tech100 Soars 7%; Figma, POET Technologies Surge 11% Each; Gemini Space Station Rockets 22%
Nvidia stock rose another 2% in overnight trading. Media reports that the U.S. has signed off on sales to China for one of Nvidia’s more advanced chips used for artificial intelligence applications helped shares of the chip maker land another record close on Thursday.Destiny Tech100 Inc surged 7.45%...Tiger News
Fri, May 15
Top 10 US Stock Gainers (5.14)
NASDAQ Composite Index has rose 0.88%, with a year-to-date rose 14.6%; S&P 500 has rose 0.77%, with a year-to-date rose 9.6%; Dow Jones Industrial Average has rose 0.75%, with a year-to-date rose 4.2%.POET Tech(POET) rose 43.15%, with a trading turnover 2.5 Billion USD, and a year-to-date rose 225%....Longport
Thu, May 14
Top 5 US Stock Gainers/Losers (>100B) (5.14)
NASDAQ Composite Index has rose 0.88%, with a year-to-date rose 14.6%; S&P 500 has rose 0.77%, with a year-to-date rose 9.6%; Dow Jones Industrial Average has rose 0.75%, with a year-to-date rose 4.2%.Cisco(CSCO) rose 13.41%, with a trading turnover 8.2 Billion USD, and a year-to-date rose 51.6%.App...Longport
Thu, May 14
Top 5 CDRs Gainers/Losers (>100M) (5.14)
NASDAQ Composite Index has rose 0.88%, with a year-to-date rose 14.6%; S&P 500 has rose 0.77%, with a year-to-date rose 9.6%; Dow Jones Industrial Average has rose 0.75%, with a year-to-date rose 4.2%.Chaince Digital(CD) rose 22.69%, with a trading turnover 1.2 Million USD, and a year-to-date rose 5...Longport
Thu, May 14
Top 10 US Stock Losers (5.14)
NASDAQ Composite Index has rose 0.88%, with a year-to-date rose 14.6%; S&P 500 has rose 0.77%, with a year-to-date rose 9.6%; Dow Jones Industrial Average has rose 0.75%, with a year-to-date rose 4.2%.Doximity(DOCS) fell 23%, with a trading turnover 452.3 Million USD, and a year-to-date fell 59.3%.L...Longport
Thu, May 14
Capex Boom Ahead: Can AMAT Catch the Windfall?
Applied Materials (AMAT) released its fiscal Q2 2026 results (through Apr 2026) before U.S. market open on May 15 Beijing time. Key takeaways are as follows.1) Core metrics: AMAT posted revenue of $7.9bn (+11% YoY), beating consensus ($7.7bn). Growth was driven by AI compute infrastructure build-out...Dolphin Research
Thu, May 14
AI Chipmaker Cerebras Surges 108% in Trading Debut
AI chipmaker Cerebras Systems surged 108.1% in trading debut.Cerebras Systems priced its U.S. initial public offering at $185 per share on Wednesday, above the top end of its indicated price range, the company said.The IPO raised $5.55 billion for Cerebras, based on 30 million shares sold. It impli...Tiger News
Thu, May 14
Top Calls on Wall Street: Nvidia, Apple, Amazon, Broadcom, Netflix, Starbucks, Disney & more
Here are Thursday’s biggest calls on Wall Street:UBS reiterates Nvidia as buyUBS raised its price target on Nvidia ahead of earnings to $275 per share from $245.“We see F1Q (Apr) revenue in the ~$81B range (suggesting a ~$3B beat vs $78B midpoint) with revenue guidance at least as good as investor b...Tiger News
Thu, May 14
Some Space Stocks Jump With Redwire up 21%, Sidus Space uo 8%
Some space stocks jumped in morning trading. Redwire rose 21%; Sidus Space rose 8%; AST SpaceMobile and Momentus rose 6%; Firefly Aerospace and Rocket Lab rose 5%; Planet Labs, Viasat, BlackSky, and Tema Space Innovators ETF rose 3%; EchoStar, Procure Space ETF, and Voyager rose 2%.Tiger News
Thu, May 14
AI Cloud Firm Nebius Jumps Again as It Reports near Eightfold Revenue Surge
Nebius shares jumped another 7.4% in morning trading on Thursday.Nebius Group reported a nearly eightfold rise in quarterly revenue on Wednesday, benefiting from increasing demand for artificial intelligence infrastructure and cloud services, sending its shares up 14.7%.The Amsterdam-based neocloud...Tiger News
Thu, May 14
Chinese ADRs Drop With Baidu Down 5%, Alibaba Down 4%
Chinese ADRs dropped in morning trading. Direxion Daily FTSE China Bull 3X Shares fell 8%; Kingsoft Cloud fell 10%; Bilibili fell 7%; XPeng fell 6%; Baidu fell 5%; NIO, Alibaba, and Li Auto fell 4%; NetEase, PDD Holdings, and Trip.com fell 3%; JD.com fell 1%.Tiger News
Thu, May 14
Market Movers | POET Soars 43%; Cisco, Klarna Surge 17%; Ondas Jumps 12%; Bullish Drops 9%; Doximity Sinks 24%
POET Technologies shares soared 43.2% Thursday following the announcement of a supply agreement with Lumilens Inc. that includes an initial $50 million purchase order for optical engines.Cisco shares surged 16.9% in morning trading after the networking company issued results and guidance that topped...Tiger News
Thu, May 14
POET Technologies Enters $50 Million Supply Deal with Lumilens for AI Optics
POET Technologies and Lumilens announced a supply agreement establishing a joint development partnership for wafer-level photonic integration technology targeting AI infrastructure applications.The agreement includes an initial $50 million purchase order from Lumilens for manufacturing optical engin...Tiger News
Thu, May 14
U.S. Stocks to Watch: Cisco, Micron, Nvidia, Fervo, Doximity, StubHub, and More
Stock futures were rising Thursday as investors bet that President Donald Trump’s visit to China could help extend a recent tech rally.These stocks were making moves in premarket trading:Cisco surged 16% after the networking company showed off its artificial-intelligence credentials with a strong fi...Tiger News
Thu, May 14
L Catterton, LVMH’s Investment Arm, Forms Strategic Partnership with Saint Bella Group to Fast Track Global Brand Growth
(May 10th, China, Shanghai)Saint Bella Group recently announced that its investment in and entered a strategic partnership with L Catterton, the leading consumer-focused private equity firm affiliated with LVMH. Managing roughly $40 billion in equity capital and with investments in over 300 renowned consumer brands worldwide, L Catterton will collaborate with Saint Bella on technology innovation, international expansion, and the development of a premium brand ecosystem. This deep cooperation aims to power Saint Bella’s evolution into a global multi brand household care group.The partnership signals top tier international capital’s strong endorsement of Saint Bella’s business model and growth prospects, and represents a landmark strategic move in the household care sector.Complete Digital Transformation of the Premium Services MarketAccording to its official website, L Catterton was jointly founded by leading consumer private equity firm Catterton, world leading luxury group LVMH, and Bernard Arnault’s family holding company Groupe Arnault. It integrates Catterton’s existing private equity business in North and Latin America with LVMH and Groupe Arnault’s private equity and real estate operations in Europe and Asia, creating the world’s largest diversified private equity firm focused on the consumer sector.Under the strategic cooperation agreement with Saint Bella, L Catterton will provide cutting edge technology innovation support and deep insights into high net worth consumer behavior to help continuously iterate Saint Bella’s service experience and optimize its membership system.Backed by the core resources of the LVMH Group—a global leader in luxury that owns more than 70 renowned luxury brands—L Catterton can leverage LVMH’s digital transformation practices and strategies to help Saint Bella further upgrade and iterate its services and innovation.Top international capital enters the field, unlocking the potential of a multi brand global groupSince opening its first overseas store in 2023, Saint Bella Group has continued to expand internationally. It recently announced top tier hotel signings in five major global cities—New York, London, Paris, Bangkok and Sydney—marking the initial formation of its global operating footprint.For Saint Bella Group, L Catterton provides access to a global range of luxury and premium consumer-brand resources. Through this partnership, Saint Bella will leverage L Catterton as a bridge to actively explore cooperation with L Catterton’s portfolio companies and industry network—seeking luxury and high end consumer partners for joint product development, integrated membership benefits, and scenario based service experiences—to jointly build a cross sector ecosystem for premium maternal & infant and lifestyle offerings.The core strategic objective of the collaboration is to build the Group into “the Anta of maternal & infant and family care.” To realize this vision, the two parties will rely on L Catterton’s top tier global consumer network to systematically identify, evaluate, and target high growth potential new retail maternal & infant brands and cutting edge care product companies worldwide. Through a dual pathway of co investment incubation and strategic acquisitions, they will form deep capital partnerships with international brands that have unique brand value and product competitiveness—leveraging L Catterton’s global operating experience and consumer industry ecosystem to jointly expand into global markets—and selectively introduce leading international care product and retail brands to continuously enrich Saint Bella’s retail footprint and brand matrix. This strategy aims, via ongoing outward looking M&A and integration, to build a multi category brand ecosystem covering maternal & infant care, health foods, smart hardware, and more, ultimately accelerating Saint Bella’s evolution from a single service operator into a multi brand, group level global family health management platform.Backed by L Catterton’s long standing talent network and market strategy expertise in the global consumer sector, Saint Bella is expected to gain critical support for local operations in overseas markets, brand localization, and the recruitment of high quality brands and talent. As the partnership deepens and progresses, this two way resource linkage will help Saint Bella precisely meet international market consumer demands and promote its Eastern origin professional care system onto the world stage in a more mature form.Viewed holistically, this strategic cooperation brings not only international capital endorsement but also systematic access to world class consumer resources. From technology upgrades to ecosystem synergies, Saint Bella is completing a strategic leap from organic growth to external expansion. Against the long term trends of pro natal policies and rising family health consumption, the sector leader—having already delivered strong performance—now presents an increasingly clear global brand strategy for the future.About Saint Bella Group:Since its establishment in 2017, Saint Bella Group has been deeply engaged in the family care field, adhering to international standards for standardized services. It has now grown into Asia's and China's largest postpartum care and rehabilitation group. With an extreme pursuit of quality and forward-looking industry layout, the group has built a service network of 140 high-end postpartum care centers across 41 cities worldwide. Its business covers postpartum care, postpartum rehabilitation, in-home family services, and new retail of women's health foods, forming comprehensive, full-cycle coverage of family health needs and redefining the quality standards of modern family care.Contact email: pr@saintbella.com14/05/2026 Dissemination of a Financial Press Release, transmitted by EQS News.The issuer is solely responsible for the content of this announcement.Media archive at www.todayir.comEQS
Thu, May 14
Top 10 HK Stock Losers (5.14)
Hang Seng Index has rose 0%, with a year-to-date rose 3%; Hang Seng TECH Index has fell 0.35%, with a year-to-date fell 8%.PEGBIO CO-B(02565) fell 29.59%, with a trading turnover 96.7 Million HKD, and a year-to-date fell 80.1%.DATANG POWER(00991) fell 13.96%, with a trading turnover 1.9 Billion HKD,...Longport
Thu, May 14
Top 5 HK Stock Gainers/Losers (>100B) (5.14)
Hang Seng Index has rose 0%, with a year-to-date rose 3%; Hang Seng TECH Index has fell 0.35%, with a year-to-date fell 8%.FAST RETAIL-DRS(06288) rose 5.43%, with a trading turnover 12.1 Thousand HKD, and a year-to-date rose 45.5%.LI AUTO-W(02015) rose 4.34%, with a trading turnover 2.2 Billion HKD,...Longport
Thu, May 14
Top 10 HK Stock Gainers (5.14)
Hang Seng Index has rose 0%, with a year-to-date rose 3%; Hang Seng TECH Index has fell 0.35%, with a year-to-date fell 8%.TEN PAO GROUP(01979) rose 20.99%, with a trading turnover 70.4 Million HKD, and a year-to-date rose 36.7%.SICC(02631) rose 18.29%, with a trading turnover 3.1 Billion HKD, and a...Longport
Thu, May 14
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