According to the latest reports, SpaceX plans to file its IPO prospectus as early as this week, aiming for a formal listing in June. Valuation Target: Between $1.25 trillion and $1.75 trillion. Fundraising: Expected to exceed $75 billion, significantly higher than previous estimates of $50 billion. Market Standing: At a $1.75 trillion valuation, SpaceX would leapfrog $Meta Platforms, Inc.(META)$ and $Tesla Motors(TSLA)$ , trailing only the "Big Five" (Nvidia, Apple, Microsoft, Amazon, and Alphabet).

$DBS(D05.SI)$ : The Dividend Powerhouse The dip was triggered by Q4 provisions and tax costs—a classic case of the market punishing anything that isn't a "perfect beat." However, with a 38% surge in dividends, DBS remains the strongest "cash cow" of the three.

Singapore stocks opened higher on Tuesday. STI up 0.8%; Nio, UOB, Singtel and Seatrium up 1%; SingPost down 1%.

JPM, Goldman, the OFC data: The AI infrastructure buildout is accelerating, not slowing. CPO and OCS are no longer 2028 stories — they're 2H 2026 revenue. The market is still pricing these companies like boring legacy optical hardware companies. That's the mispricing. Memory started repricing six months ago. Optical is repricing now.

Price Volatility & Reversal: Crude prices retreated from a peak of $119.50 to $88.17 (WTI) and $89.79 (Brent) following de-escalation signals and the potential release of reserves. Unprecedented Strategic Release: The G7 and IEA are coordinating a massive deployment of 1.8 billion barrels in global reserves to offset the 16 million bpd supply gap triggered by the blockade. Chokepoint Constraints: While reserves offer short-term relief, the restoration of the Strait of Hormuz, which handles 20% of global oil, remains the critical factor for long-term market stability.

Sectors: Middle East tensions and oil volatility led the S&P 500 and Nasdaq 100 to fall 2.12% and 3.23% respectively. High-valuation AI and tech sectors retracted, while traditional energy stocks strengthened alongside rising oil prices.

The Strait of Hormuz — carrying roughly 20% of global oil and LNG supply — is effectively shut. Goldman Sachs estimates the total hit to Persian Gulf flows at 17mb/d, a disruption 17 times larger than the peak April 2022 hit to Russian oil production.

U.S. stocks fell sharply amid escalating Middle East conflict and rising oil prices. The S&P MidCap 400 dropped 4.61%, while the Nasdaq held up best, declining 1.24%. Treasury yields rose as investors reassessed inflation risks and Fed policy.

Two massive catalysts are driving this surge: A Huge Insider Buy: CEO Jeff Green recently purchased about 6.4 million shares, a massive $148 million bet on his own company, showing extreme confidence in $Trade Desk Inc.(TTD)$ 's future. The OpenAI Alliance: $Trade Desk Inc.(TTD)$ is in early talks to automate OpenAI's ad sales. This move could make $Trade Desk Inc.(TTD)$ a major AI ad channel, rivaling giants like $Meta Platforms, Inc.(META)$ and $Alphabet(GOOG)$.

$WTI Crude Oil - main 2604(CLmain)$ surged 7% today, touching $76 in premarket trading. $Natural Gas - main 2604(NGmain)$ jumped nearly 5% in a single session, while precious metals lagged behind. The real eye of the storm lies in the Strait of Hormuz — the choke point of global energy supply is being squeezed.