US AI & Computing Intelligence
US AI & Computing Intelligence focuses on US AI chips, HBM storage, semiconductor equipment, AI servers, real-time intraday reports, big earnings, policy analysis, plain language computing trends, suitable for US stock beginners.
Singapore Exchange Real Estate Investment Trusts
Fed FOMC Statement: Holds Rates Steady, Removes Easing Bias
Fed releases FOMC statement, maintaining federal funds rate target range at 3.5%-3.75%, condenses language and removes easing bias. Statement notes economy still expanding at solid pace, employment stable, but inflation remains above 2% target.
Singapore Interest Rate Analysis: Warsh's Debut Ahead, Dot Plot May Fade as Rate Hike Signals Emerge
From a Singapore interest rate perspective, this article reviews Fed policy direction ahead of Warsh's debut: dot plot may fade, forward guidance may weaken, market re-evaluating rate hike and cut paths.
Fed Meeting Hawkish, US Stocks Fall, Dow Drops 500 Points
After new Fed Chair Warsh's first meeting, hawkish dot plot triggers surge in Treasury yields; US stocks close lower, Dow drops about 500 points, tech heavyweights lead decline, market raises expectations for 2026 rate hikes.
Trump Says if Iran Deal Fails, He'll 'Blame Vance'
Trump said at G7 summit that if Iran deal succeeds, credit goes to him; if fails, 'blame Vance'. US simultaneously disclosed full MOU text covering 14 clauses including ceasefire, sanctions, nuclear material disposal, drawing strong criticism from Republican senators.
NVIDIA No Longer Rises Alone! AI's Second Half Main Battlefield Shifts to Power Infrastructure, Comprehensive Power Industry Chain Overview
AI market enters second phase; skyrocketing chip power consumption creates a new AI power theme! This article details the underlying logic of H100/Rubin high power consumption, global data center electricity growth data, distinguishes three types of power businesses: power generation equipment, power supply assets, and deterministic power supply. It analyzes opportunities in stocks like Cummins, GE, and Vertiv, while highlighting three major investment risks: valuation, grid regulation, and capi
2026 U.S. Stock Investment Hotspots: Opportunities from Tech Revolution and Industry Restructuring
Looking ahead to 2026 U.S. stock investment hotspots, this piece focuses on AI and quantum computing commercialization, the clean-energy supply chain, biotech breakthroughs, semiconductor localization, and the budding space economy, offering a forward-looking strategic reference.
Intel and Nvidia's alleged 'one-millimeter glass' is setting off the chip world! A deep dive into the full glass substrate supply chain—four hidden US-stock leaders are being quietly snapped up by institutions!
Intel and Nvidia are stepping up glass substrate technology, which is set to replace traditional organic substrates as the new direction for advanced packaging. This piece breaks down the full upstream-midstream-downstream supply chain, the technical advantages and industry bottlenecks, and the investment logic behind four hidden US stock leaders.
Singapore Rainbow Trout Farming Trial Operation: Market by Year-End
Singapore's first land-based rainbow trout farm Blue Aqua begins trial operation, using RAS recirculating system, plans phased capacity expansion, expected to supply market rainbow trout products around year-end.
Employment strength is rattling the market: Which AI stocks get hit first by high rates? Buy now or wait for a pullback?
Blowout nonfarm payrolls cooled Fed rate-cut expectations, while normalized high rates keep pressuring high-valuation AI stocks and semiconductors. This article breaks down the core logic behind the U.S. stock correction, separates valuation-driven selling from fundamentals, explains the divergence between AI leaders and concept names, and gives practical guidance on chasing, holding, or waiting for a pullback.
SGXREIT Focus: Goldman Sachs Predicts SpaceX AI Revenue Could Grow 100-Fold by 2030
Goldman Sachs predicts SpaceX AI division revenue will surge from $3.2 billion in 2025 to $322 billion in 2030, about 100-fold; Evercore also expects AI sales to reach $755 billion by 2031.
