At almost the same moment, Goldman Sachs raised a whole batch of price targets — S&P at 8000 by year-end, Asian markets revised up across the board. The research reports were unanimously bullish, yet the market took a breather first.
The "smart money" in ETFs that sent gold to the sky last year has become the number one seller this year. The exit of the most important driving force has directly caused gold to lose its upward momentum.
Jointly developed by Nvidia and MediaTek, exclusively fabbed by TSMC on 3N: a 20-core CPU + 6144-core Blackwell GPU, the two sharing memory via NVLink, running Microsoft Windows for Arm. Launching this fall, with Dell, Lenovo, HP, Asus, Acer, and Microsoft all on board; initially positioned at the high end, aimed at AI developers, creators, and gamers.
The CPU-to-GPU ratio has shifted from ~1:2 to near 1:1 — a completely different standing. Market-size forecasts have doubled in six months: NVIDIA sees a $200B TAM by 2030; AMD pegs the server CPU market at $120B with its own share above 50%.
The S&P hit new highs but only 4% (21 names) made new highs alongside it. Meanwhile 222 stocks are down more than 20% from their highs, and 109 are down more than 40%. BofA's Bull & Bear Indicator spiked to 8.5, entering extreme-bullish territory and triggering a strong contrarian "sell" signal. Money is pouring into high-yield (HY) and emerging-market (EM) debt, with global equity breadth approaching overbought. The new highs are being carried by a handful of leaders.
1. $Roundhill Memory ETF(DRAM)$ Listed: 2026.4.2 | Today: $60.73 (+0.36%) | Since listing: +119% Theme: AI Memory / HBM / Storage Chips Buying the "current highest-alpha node" of the AI industry chain. Core logic: compute demand from companies like Anthropic is growing 5x faster than storage, making storage the most certain bottleneck right now. Premium HBM capacity is monopolized by three companies — China cannot replicate this.
$NVIDIA(NVDA)$ + $Advanced Micro Devices(AMD)$. Where the AI wave started, where capital concentrated first. Valuations are high. Most retail investors entered late here.
Today welcomes Hari Raya Haji (May 27), and the weekend will also welcome Vesak Day (May 31 - June 1). One side delivers gratitude and sharing, while the other side symbolizes compassion and peace. Different beliefs gather into the same warmth on the island of Singapore.
SpaceX's S-1 discloses that retail brokerage channels will receive a meaningful allocation in the IPO, open to qualified investors. For investors in Singapore, participation in U.S. IPO subscriptions is generally only available to accredited investors, or to non-accredited investors who meet the minimum investment amount requirement of SGD 200,000.
Musk's compensation vesting condition is: "Establish a permanent human colony on Mars with at least 1 million residents." For each tranche, both market cap milestones and the Mars colony milestone must be satisfied simultaneously.