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Duan Yongping Switches From China Shenhua to Pop Mart, Sending Toy Maker Shares Up 2%
Shares of Pop Mart rose 2% after prominent Chinese investor Duan Yongping disclosed in a social media post that he had switched his holdings from China Shenhua into the trendy toy maker.In the post published Thursday, Duan said he had sold his position in Shenhua Energy and bought shares of Pop Mart...Tiger News
Thu, May 7
ETF Daily | HUTG Soars 72%; SMCX Jumps 49%; JOBX Advances 42%; AGQ Gains 13%; TQQQ Jumps 6%; Semiconductors Lead
Market OverviewU.S. equities finished stronger, with the Dow Jones Industrial Average gaining 1.24%, the S&P 500 adding 1.46%, and the Nasdaq Composite advancing 2.02%.ETF markets reflected a risk-on bias, with broad equity and industry products firm while fixed income funds edged higher. Commoditie...Tiger News
Thu, May 7
SG Morning Brief | US-Iran Deal Hopes Crush Oil, S&P and Nasdaq Hit Records Again
US OvernightThe S&P 500 surged 1.46% to a record 7,365.12, the Nasdaq Composite jumped 2.02% to a record 25,838.94, and the Dow Jones Industrial Average added 612.34 points (+1.24%) to 49,910.59 — all three closing at new all-time highs. The Russell 2000 also set a record. The dominant catalyst was an Axios report that the White House believes it is nearing a one-page, 14-point memorandum of understanding with Iran to end the war and establish a framework for nuclear talks.Longport
Thu, May 7
24H | Fluence Energy Rockets 25%; Fortinet Surges 14%; Cognex Soars 12%; DoorDash Rallies 11%; Sunrun Jumps 3%; Core Scientific Dops 8%; Whirlpool Tumbles 16%
Fluence Energy narrowed its loss in the second quarter and said it had signed supply agreements with two artificial-intelligence hyperscalers.The energy storage company on Wednesday said its backlog has reached a record level and orders have accelerated in recent months.Fortinet raised its full-year...Tiger News
Thu, May 7
Albemarle Rises 3%; Arm Holdings, IONQ Sink over 6%; Coherent Falls 7%; Snap Plunges 9%; Beyond Meat Tumbles 13%; Fastly Drops 24%
Arm Holdings stock fell 6% in overnight trading after it warned of sluggishness in the smartphone industry, crimping a vital source of the chip company’s revenue, while promising that AI data center growth would more than offset the slump.Tiger News
Thu, May 7
Arm Warns of Phone Market Weakness, With AI Helping Offset Slump
Arm Holdings Plc warned of sluggishness in the smartphone industry, crimping a vital source of the chip company’s revenue, while promising that AI data center growth would more than offset the slump.During a conference call to discuss fourth-quarter results, Chief Executive Officer Rene Haas said he...Tiger News
Wed, May 6
Top 5 US Stock Gainers/Losers (>100B) (5.6)
AMD(AMD) rose 18.61%, with a trading turnover 36.3 Billion USD, and a year-to-date rose 96.8%. Arm(ARM) rose 13.63%, with a trading turnover 5.8 Billion USD, and a year-to-date rose 117.1%. Arista Networks(ANET) fell 13.61%, with a trading turnover 5.2 Billion USD, and a year-to-date rose 12.2%. BP PLC-Spons(BP) fell 4.02%, with a trading turnover 536.9 Million USD, and a year-to-date rose 30.2%.Longport
Wed, May 6
Top 5 CDRs Gainers/Losers (>100M) (5.6)
Baidu(BIDU) rose 11.37%, with a trading turnover 632.5 Million USD, and a year-to-date rose 7.6%. Kingsoft Cloud(KC) rose 8.41%, with a trading turnover 29.5 Million USD, and a year-to-date rose 60.8%. Jinkosolar(JKS) fell 3.7%, with a trading turnover 10.9 Million USD, and a year-to-date fell 8.2%. Daqo New Energy(DQ) fell 3.3%, with a trading turnover 17.6 Million USD, and a year-to-date fell 34.4%.Longport
Wed, May 6
Top 10 US Stock Losers (5.6)
Primoris(PRIM) fell 50.11%, with a trading turnover 1.4 Billion USD, and a year-to-date fell 18.4%. Limbach(LMB) fell 32.55%, with a trading turnover 99.0 Million USD, and a year-to-date fell 1.1%. Klaviyo(KVYO) fell 32.23%, with a trading turnover 322.7 Million USD, and a year-to-date fell 51.3%.Longport
Wed, May 6
Top 10 US Stock Gainers (5.6)
Entravision Comm(EVC) rose 93.22%, with a trading turnover 289.7 Million USD, and a year-to-date rose 166.9%. Bloomin Brands(BLMN) rose 40.97%, with a trading turnover 90.2 Million USD, and a year-to-date rose 31.6%. Flex(FLEX) rose 39.69%, with a trading turnover 2.4 Billion USD, and a year-to-date rose 123%.Longport
Wed, May 6
ARM: Short-term swings can't mask its edge; AI core underpins a long-term premium?
ARM (ARM.O) released its FY2026 Q4 results (quarter ended Mar 2026) after the U.S. close on May 7 Beijing time. Key takeaways are as follows:1) Headline numbers:$Arm(ARM.US) posted revenue of $1.49bn (+20% YoY), slightly above consensus ($1.47bn). The ~$250mn QoQ uptick was largely driven by License...Dolphin Research
Wed, May 6
APP: Still a market darling, or has capital moved on?
In a Q1 clouded by 'ghost stories,' $AppLovin(APP.US) delivered a small beat. While growth did slow, the print should ease some of the market’s short-term nerves that overplayed competitive risks.Specifically:1. Guidance still points to high growth: For AppLovin, amid a pivotal expansion phase, guid...Dolphin Research
Wed, May 6
Top Calls on Wall Street: Nvidia, AMD, Palantir, Monster Beverage, Alphabet, Meta, Sphere Entertainment & More
Here are the biggest calls on Wall Street on Wednesday:Roth upgrades LCI Industries to buy from holdRoth upgrades the boating and RV company following earnings.“We upgrade LCII shares to Buy (from Neutral) with an unchanged PT of $164 following outsized Q1 EPS.”BTIG upgrades VF Corp. to buy from neu...Tiger News
Wed, May 6
UBER: In-line; Robotaxi Risk Lingers
The 'international DiDi' $Uber Tech(UBER.US) posted its Q1 2026 results pre-mkt on May 6. Overall, the quarter was solid as both gross bookings and adj. EBITDA beat, with momentum intact in growth and margins.At the same time, guidance for next quarter on bookings and adj. profit also came in above ...Dolphin Research
Wed, May 6
Premarket Movers | SMCI Soars 17%; Novo-Nordisk Pops 7%; Tempus AI Drops 6%; Lumentum up 1%
SUPER MICRO COMPUTER INC forecast fourth-quarter revenue and adjusted profit above Wall Street estimates on Tuesday, banking on robust demand for its artificial intelligence servers, sending its shares up 17% in premarket trading on Wednesday.The projections will likely reassure investors followin...Tiger News
Wed, May 6
Top 10 HK Stock Gainers (5.6)
NEW VISION CO(02632) rose 21.88%, with a trading turnover 41.7 Million HKD, and a year-to-date rose 137.6%. MONTAGE TECH(06809) rose 16.78%, with a trading turnover 1.9 Billion HKD, and a year-to-date rose 200.9%. DELTON(01989) rose 14.5%, with a trading turnover 657.1 Million HKD, and a year-to-date rose 198.8%.Longport
Wed, May 6
Top 10 HK Stock Losers (5.6)
QINGSONG HEALTH(02661) fell 31.33%, with a trading turnover 116.0 Million HKD, and a year-to-date fell 42.2%. 160 HEALTH(02656) fell 17.82%, with a trading turnover 223.0 Million HKD, and a year-to-date fell 71.9%. NUOBIKAN(02635) fell 16.81%, with a trading turnover 145.9 Million HKD, and a year-to-date fell 46.5%.Longport
Wed, May 6
Top 5 HK Stock Gainers/Losers (>100B) (5.6)
MONTAGE TECH(06809) rose 16.78%, with a trading turnover 1.9 Billion HKD, and a year-to-date rose 200.9%. DELTON(01989) rose 14.5%, with a trading turnover 657.1 Million HKD, and a year-to-date rose 198.8%. CHINA COAL(01898) fell 4.54%, with a trading turnover 531.0 Million HKD, and a year-to-date rose 37.3%. YOFC(06869) fell 4.07%, with a trading turnover 5.4 Billion HKD, and a year-to-date rose 319%.Longport
Wed, May 6
Semiconductor Shares Rise. AMD up 17%; Arm up 12%; SOXL up 8%; Micron up 6%; Intel up 5%
Semiconductor shares rose in premarket trading on Wednesday.AMD up 17%; Arm up 12%; SOXL up 8%; Micron up 6%; Intel up 5%; Qualcomm up 4%; ASML up 3%; Marvell up 2%; Broadcom up 1%.UBS raised its price target on ARM Holdings to $245 from $175 while maintaining a Buy rating on the stock.The firm cond...Tiger News
Wed, May 6
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