Tech stocks

Tech alpha: why adoption and R&D matter more than P/E

What is Big Tech risk? How can we identify true game-changers amidst hype, and navigating the volatility of AI, geopolitics, and regulation? Howie Lim finds out.

Software companies have suffered big sell-offs on concerns that the emergence of AI agents may unravel their businesses
MARK TO MARKET

Citrini’s dystopian AI narrative may be wrong, but it could catalyse deeper thinking, policy change

The research firm imagined a tax on the use of AI, and the establishment of a public claim on the returns from AI infrastructure

OpenAI’s private market valuation stands at US$500 billion.

Is an AI price war about to begin?

Assumptions underpinning valuations of big US groups might be too optimistic

What’s going on with AI-tech stocks, the US economy, gold and Singapore Budget 2026?

Wall Street Sinks, Singapore Soars: Meme Gold and AI Aftershocks

Wall Street indices experienced a sharp decline yesterday, with the technology-heavy Nasdaq falling 2%, driven by intensified investor selloffs of tech shares. Asian markets also retreated from their ...

Last year, foreigners poured around US$1.6 trillion into US financial assets, including nearly US$700 billion into stocks – both new records and significantly higher than the levels of recent years.

Bash all day, buy all night

Why foreigners keep pouring money into America

Valuation gaps between US equities and other markets are set to narrow, as a shift beyond US tech megacaps is under way.

Forget US megacaps. Buy Asia’s cheaper AI stocks, say analysts, naming Singapore picks

A rebalancing beyond US tech giants could unleash artificial intelligence opportunities for Asia

Catalysts such as the potential comeback of K-pop supergroup BTS (above) and easing China-Korea relations will further boost the entertainment scene.

K-pop, Chinese games to drive Asia tech sector growth: Macquarie

Baidu, Tencent are among the research firm’s top 2026 Asian tech picks

Zhipu AI chairman Liu Debing (centre) at the company’s listing ceremony at the Hong Kong Stock Exchange on Thursday (Jan 8).

Chinese tech firms rise in Hong Kong debut as US-China tech race heats up

The trio’s performance will help gauge whether Hong Kong can extend last year’s IPO resurgence

Yasir Al-Rumayyan, head of the Saudi Arabia's Public Investment Fund, at the Future Investment Initiative, in Riyadh. PIF was the single largest dealmaker of 2025 by committing US$36.2 billion.

Sovereign funds push into tech as assets swell to US$15 trillion

They ploughed US$66 billion into investments in AI and digitalisation in 2025, says Global SWF

Clean-energy stocks are among this year’s best performers across regions, with some players' gains exceeding the rally in US tech heavyweights.

Green stocks are big winners as tech boom drives energy demand

Lower interest rates have also improved the outlook for debt-heavy clean-power counters