$BABA-W(09988)$ Total revenue increased by 15% year-over-year (YoY) , excluding Sun Art and Intime. China E-Commerce CMR grew by 10% , while Cloud Intelligence revenue surged 34% , driven by strong demand for AI and public cloud services. Alibaba’s Q2 results reflect steady growth in core businesses, with AI and Quick Commerce emerging as key drivers. While investments are weighing on short-term profitability, the company is positioning itself for long-term leadership in AI and cloud computing. Future Outlook: Cloud Growth - Demand for AI infrastructure remains robust, with supply constraints limiting server deployment. Quick Commerce - Further integration with Alibaba’s ecosystem (e.g., Taobao, Tmall) is expected to drive synergies and market s
S&P's $1T Epic Surge: Bull Market Roars Back or Just Teasing the Trap? 🚀📉💥
$S&P 500(.SPX)$ Hold onto your portfolios, traders – the S&P 500 just clawed back over $1 trillion in market cap in a blistering rebound, flipping a brutal November nosedive into a potential game-changer. After tanking nearly 4.1% month-to-date amid spiking volatility that pushed the VIX to a hair-raising 28.27 peak, the index roared higher last week, adding roughly $800 billion in a single session on Friday alone. But is this the dawn of a "mindless" rally fueled by shifting rate cut bets and the Fed's QT wind-down, or a classic dead cat bounce luring bulls into complacency? With Citi's wealth wizards spotting "some room" for upside amid record client inflows, and Fed whispers teasing a December pivot, Wall Street's pulse is racing. Let's
$UMS(558.SI)$ $ 2 Target Price by analyst, due to $5 billion MAS Equity Market Development Program (EQDP) include UMS. UMS Integration (SGX:558) Simply Wall St Financial Health Rating: ★★★★★★ Overview: UMS Integration Limited, with a market cap of SGD1.01 billion, is an investment holding company that manufactures and markets precision machining components while offering electromechanical assembly and final testing services. Operations: The company's revenue is primarily derived from its Semiconductor segment, which accounts for SGD220.01 million, followed by the Aerospace segment at SGD26.55 million. Market Cap: SGD1.01B UMS Integration Limited, with a market cap of SGD1.01 billion, demonstrates robust finan
It’s Not Luxury Bags: The Real Reason Singapore Bankruptcies Spiked 🦖 EP1285
🟩 🦖 Bankruptcy orders in Singapore have surged to a five-year high, spelling major implications for the economy and investors. Whether you're managing a portfolio or keeping tabs on the market, this video is packed with insights you can't afford to miss. Join Iggy as we dive into the data behind this financial story and uncover the real drivers of the spike in bankruptcy cases—from rising business failures to growing debt distress in the middle class. ✅ Shedding light on how Singapore's rehabilitative bankruptcy framework works, we explore critical pathways for recovery and what these trends mean for CPF, SRS, and SGX portfolios. With businesses struggling under high interest rates, supply chain disruptions, and margin compression, we’re breaking down how these challenges impact banks, REI
Market Rally Or Dead Cat Bounce? Watch More Stocks To Carry Market Higher First!
The recent green market session could be the start of a broader rally — or it might be just a short-lived rebound (often called a “dead cat bounce”). In this article I would like to share the breakdown of how I would think about it + how investors might position themselves, with the caveat that no one has a crystal ball. Why a Broad Market Rally Could Be Underway Here are some of the arguments supporting a more sustained climb: Some major firms are pointing to improving fundamentals. For example, Morgan Stanley sees a “rolling recovery” in earnings, aided by factors like a weaker dollar, easier comparisons, and potential central bank policy easing. Historically, when the breadth of advancing stocks improves (i.e., many stocks participate, not just a few megacaps), it supports the idea of a
The "90% Reality": Why Google’s Hardware Strategy Is Winning the Hidden War for Inference
For the last two years, the stock market has been obsessed with one phase of the AI lifecycle: Training. This focus made $NVIDIA(NVDA)$ the most important company on earth, as every tech giant scrambled to buy H100s to "teach" their models. But a structural shift is underway that the market is just beginning to price in. According to new industry data, the AI sector has flipped. Inference—the act of actually using a live model to generate a response—now accounts for 80% to 90% of all AI workloads in mature environments. The era of "training" is giving way to the era of "operating." In this new economic reality, the winner isn't necessarily the one with the most powerful general-purpose chip, but the one with the most efficient specializ
Eli Lilly & Company (LLY) Favors Rally Targeting 1188
Eli Lilly & Company (LLY) discovers, develops & markets human pharmaceuticals worldwide. It comes under Healthcare sector & trades as “LLY” ticket at NYSE. LLY is bullish in weekly & favors rally in (V) against 8.08.2025 low. It should extend rally towards 1054.6 – 1187.8 area within cycle from August low in 9 swings impulse. Buyers can enter the market in 3, 7 or 11 swings pullback, when reaching extreme area. In weekly, it favors bullish impulse sequence as trading to ATH. It placed (II) at $64.18 low in November-2016, (III) at $937.96 high in August-2024 & (IV) at $623.78 low in August-2025 low. Within (III), it placed I at $129.48 high, II at $101.36 low, III at $966.10 high, IV at $775.81 low & V at $937.96 high. The wave III of (III) was extended nested wave s
IWM: Blue Box Reaction Higher – Awaiting Definition
In this technical blog, we will look at the past performance of the 4-hour Elliott Wave Charts of IWM. In which, the rally from the 07 April 2025 low unfolded as an 5 waves impulse structure & made a pullback. Thus suggested that ETF should find buyers in the pullbacks in 3, 7 or 11 swings. Therefore, we advised members not to sell the ETF & buy the pullbacks into the blue box areas. We will explain the structure & forecast below: IWM 4-Hour Elliott Wave Chart From 11.18.2025 Update Here’s the 4-hour Elliott wave chart from the 11.18.2025 update. In which, the ETF made a pullback towards the blue box area. The internals of that pullback unfolded as Elliott wave double three structure where wave (W) ended at $236.37 low. Wave (X) bounce ended at $246.38 high.
Alibaba Earnings: Cloud Booms, Instant Retail Soars, But Profits Slump $Alibaba(BABA)$ 's FY2026 Q2 revenue was RMB 247.8 billion, up 4.8% year over year and slightly above market expectations. However, adjusted net profit plummeted, indicating continuing pressure of China e-commerce business on profitability. Core Financial Indicators - Revenue was RMB 247.8 billion, up 4.8% year over year, compared with the estimate of RMB 243.2 billion. - Adjusted net profit was RMB 10.35 billion, down 72% year over year, compared with the estimate of RMB 16.8 billion. - Adjusted earnings per ADS were RMB 4.36, versus RMB 15.06 a year earlier, down 71% year over year. Business Segment Breakdown Alibaba China E-commerce Group Chin
Google's Ironwood TPU: Is This the AI Goldmine That Finally Makes Alphabet Unstoppable?
I've been watching Alphabet—Google's parent company—for years, ever since those early days when it seemed like the search giant was coasting on ad revenue while the rest of tech chased shiny new toys like EVs and crypto. But man, has that narrative flipped. With AI exploding into every corner of our lives, Google's quiet bet on custom silicon is starting to look like the kind of long-game masterstroke that separates the survivors from the also-rans. Enter Ironwood, the seventh-generation Tensor Processing Unit (TPU), which Google just rolled out in general availability. It's not just another chip; it's a direct shot across Nvidia's bow, and if the early signals hold, it could turn Google Cloud into a revenue rocket. But is it really a goldmine for investors, or just another hype cycle? Let
Google’s TPU Breakthrough Isn’t Nvidia’s Problem — It’s Proof the AI Boom Is Just Beginning
Building the AI Future Yesterday's market reaction was a textbook case of misinterpretation. Many investors immediately framed Google's progress with TPU as a direct negative for Nvidia — as if any advancement by one major tech player must automatically threaten another. This mirrors the old narrative from two years ago, when some believed Meta's rise would somehow "kill Google." The idea that AI is a zero-sum arena has always been flawed. Google TPU In reality, Google's $Alphabet(GOOGL)$ strength only reinforces the long-term certainty of the AI megatrend. And that is inherently positive for Nvidia$NVIDIA Corp(NVDA)$ . The two companie
US Banks' $337B Bond Bomb Ticking: Regional Run Risks or Fed Bailout Bonanza? 💣🏦⚠️
Wall Street's sleeping giant just stirred – US banks are hauling a colossal $337 billion in unrealized losses on their bond portfolios as of Q3 2025, a stealthy time bomb buried in balance sheets that's got regulators sweating and investors eyeing the exits. Fresh FDIC data dropped yesterday (Nov 25) shows these paper losses eased 14.7% from Q2 and 7.4% YoY, but they're still a whopping $337.1B drag, locking up $6T+ in underwater securities that choke lending and spark runs if panic hits. Regional players? They're the powder keg, with uninsured deposits fleeing at the first whiff of weakness – think SVB 2.0 on steroids. But with Fed cuts whispering relief (December odds at 78%), could falling rates inflate bond values and defuse the crisis? Or are we one credit scare from a cascade? We're
$Tesla Motors(TSLA)$$Alphabet(GOOGL)$$Meta Platforms, Inc.(META)$ 🚗⚡📈 $TSLA Daily Structure, Momentum Reset, And A Nine Day Battle For Control 📈⚡🚗 📊 My Daily Structure And Technical Read I opened the session watching a tightly coiled nine day consolidation range that has now delivered its highest close of the entire structure. Yesterday’s monster run needed a breather, so the fact that $TSLA still finished green tells me buyers remain in control. The early Bear hit was absorbed quickly, Bulls counter attacked, and price closed at $419.40 with the overnight market sitting at $421.64. Price is now sitting directly under my blue mid term moving average. That leve
$NIO Inc.(NIO)$ 3Q25 Update: Improving Profitability and a Stronger 2026 SetupThe Tiger Research team maintains a BUY rating and $8 price target after NIO delivered a solid 3Q25 marked by meaningful margin recovery, stronger operating efficiency, and sustained momentum across its three-brand strategy. While 4Q delivery guidance of 120–125k units was slightly below prior market expectations, management highlighted continued strength in high-margin models and reiterated confidence in achieving 4Q breakeven. Looking ahead, the 2026 outlook appears increasingly constructive with a stronger SUV-led product cycle and improving cost structure.3Q25 performance was broadly encouraging.Revenue rose 16.7% YoY (14.7% QoQ) to RMB21.8B, supported by 87,071 deliv
Dell Q3 AI upsurge: Revenue hits a new high, but the shadow of costs remains?
Global IT infrastructure giant $Dell Technologies Inc.(DELL)$ has released its financial results for the third quarter of fiscal year 2026. Overall, driven by surging demand for AI servers, the company delivered another record-breaking performance: revenue, EPS, and AI order volume all hit all-time highs. However, behind these impressive figures, uncertainties stemming from rising supply chain costs and overheated demand have begun to surface.Revenue hits record high, driven by AI but with deepening structural dependenceTotal revenue for the quarter reached $27 billion, marking an 11% year-over-year increase and setting a new Q3 record. Infrastructure Solutions Group (ISG) delivered particularly strong performance, with revenue hitting $14.1 billi
Market at a Turning Point: SPY Decision Zone, RIOT/BBAI Show Bounce Signals
1. $SPDR S&P 500 ETF Trust(SPY)$ SPY make or break time 🚨If we can hold over $675 this week Santa rally is on! 🎅If not, another 5% correction into January ❌ 2. $Riot Platforms(RIOT)$ RIOT meeting all long criteriaMonthly Bull Cycle 🔁1W Bias Tested ✅The bounce is now or never 3. $BigBear.ai Holdings(BBAI)$ BBAI bouncing off Weekly Bias and looks like it wants to breakout up to $7.50 point of control ✅Each and every single time price has testing this Weekly Bias while the Monthly BX was in bull market territory we bounced 👀 For SG users only, welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited
ASTS Back in Weekly Discount Zone With Strong Bull Signals
$AST SpaceMobile, Inc.(ASTS)$ Last 2 times this exact ASTS setup showed up, it ran +170% in under 90 days.We’re back in that zone again. Here’s my Plan for ASTS:🕐 Time Frame: Monthly / Weekly.❌ Stop: Monthly BX confirms flip to red🎯 Target: prior high first, then extensions if trend holds.🤔Why: BX still green (bull cycle), weekly back in “discount” zone, last 2 tests from here ran ~170% in <90 days.If this helped you stop guessing, follow for more 2‑step trade plans.For SG users only, welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.Complete your first Cash Boost Account trade with a trade amount of ≥ SG
RKLB Re-Enters Weekly Discount Zone After 45% Pullback
$Rocket Lab USA, Inc.(RKLB)$RKLB has been in a bull cycle since August 2024.After a 45% pullback in 6 weeks, we’re back inside my 1W bias zone.Last time we dipped into this area, price rallied ~352% in ~200 days. Here’s my plan on RKLB:I’m building a long in this weekly discount zone after the 45% pullback, targeting 65–80 over the next 3–4 months as long as price holds above the 1W bias and Monthly BX stays green.If we lose that bias and Monthly BX closes red, the bullish thesis is off.For SG users only, welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.Complete your first Cash Boost Account trade with a tr