Tech stocks
AI boom, oil’s ‘peace premium,’ and the Fed’s sticky inflation dilemma
AI rally: bubble or real earnings? We debate inflation's grip and future rates amid spiking oil and a tumbling Yen. Also, are South Korea and Taiwan the new tech leaders?
Big Tech’s US$16 trillion earnings week is make-or-break for rally
Alphabet, Microsoft, Amazon and Meta are set to report their results on Wednesday
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.
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
Is an AI price war about to begin?
Assumptions underpinning valuations of big US groups might be too optimistic
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 ...
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
K-pop, Chinese games to drive Asia tech sector growth: Macquarie
Baidu, Tencent are among the research firm’s top 2026 Asian tech picks
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
