Tech stocks
Addvalue Tech ends 20.3% higher on H2 earnings surge
The satellite communications firm’s net profit for the half-year is up 48.5% at US$2.9 million
Can the AI rally really ignore inflation, geopolitics and a Fed under pressure?
What are markets expecting from the Trump-Xi summit? Can the AI tech rally survive? Howie Lim finds out from Charu Chanana of Saxo.
AEM closes 6.7% down after touching S$10 barrier, knocking DBS off pedestal as top value traded stock
Share of AEM and other tech stocks later reverse into losses
These little-known SGX tech stocks are beating the market. What’s driving them up?
Avi-tech shares were up 5.4%, while Asti shares rose 100% in the space of a week
AI drives markets as valuations race ahead of earnings
Is this a legitimate re-rating of the technology sector, or an overstretched bubble?
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
