Apple bites back - Cupertino unseats Nvidia as Asia rallies on AI relief

Market news for November 2nd 2026: Asian markets rebounded as investors anticipated Apple’s earnings to ease growing AI cash burn anxieties. Meanwhile, oil prices declined amid ongoing Middle East diplomatic talks. Apple officially surpassed Nvidia to become the world’s most valuable listed company…

AI spending, oil and rate hikes: What is really steering markets

Alphabet gets punished for spending on AI. Microsoft gets applause for the exact same thing. Meanwhile, oil's flirting with $115 and central banks are pretending they're not cornered. Correspondent Howie Lim speaks to Paul Chew from Phillips Securities Research to dissect the $400 billion AI realit…

AI split - big tech's bumper cash vs. heavy burn

Market news for October 29 2026: Alphabet's shares tumbled 10% on heavy AI cash burn, erasing nearly $400 billion in market value, while Microsoft beat forecasts with robust cash flows to lift its shares, highlighting a stark Big Tech divergence ahead of key earnings. Synopsis: Market Focus Daily …

Asian shares rally on SK Hynix’s profit surge and Anthropic’s $63B funding deal

Market news for October 27 2026: Asian stocks rallied, buoyed by renewed enthusiasm for artificial intelligence, following a fresh wave of AI-related funding announcements and SK Hynix's profit surge, and US$75B shareholder return plan. Investors now await key US tech earnings, and the upcoming Fed…

Anthropic IPO and Meta's mega-fundraising spark Asian surge

Market news for October 27 2026: Asian stocks surged as Anthropic's IPO filing and Meta's massive fundraising boosted sentiment. Investors now await pivotal central bank meetings and critical tech earnings to test the ongoing AI trade amid fragile regional tensions and shifting global interest rate…

Oil cools as markets brace for central bank crucible and AI earnings showdown

Market news for October 26 2026: Stock markets traded cautiously as easing oil prices offered brief relief. Investors now brace for a high-stakes week featuring pivotal central bank meetings and major AI earnings that will test fragile market confidence amid ongoing regional tensions. Synopsis: Ma…

AI spending and higher-for-longer rates: What Asian investors should watch

Asian tech stocks getting hammered, Brent crude above $111 and French 10-year yields hitting 5%. Is the debt-fueled AI expansion finally hitting a wall — or just catching its breath? Correspondent Howie Lim sits down with Ray Heung, senior investment officer at Standard Chartered Bank, to dissect t…

AI spending anxiety and escalating gulf tensions fuel regional tech selloff

Market news for October 22 2026: Asian equities suffered a sharp tech-led selloff as soaring artificial intelligence capital expenditure concerns collided with escalating Gulf geopolitical tensions. Brent crude surged past 111 dollars per barrel near a five-month high, while regional indexes plumme…

Asian shares build on Wall Street gains as corporate earnings shine

Market news for October 21 2026: Asian shares rebounded near post-selloff highs on Wall Street gains and corporate earnings optimism. Tesla-SpaceX merger talks lifted suppliers, while Brent crude rose amid Gulf conflict concerns. The dollar held steady as emerging markets navigated policy adjustmen…

Asian markets wobble ahead of big earnings

Market news for October 20 2026: Asian stocks retreated and oil prices climbed as geopolitical tensions and rising energy costs rattled investor sentiment. Markets braced for crucial corporate earnings from AI bellwethers and tech giants, weighing massive capital expenditure plans against growing e…