UOBKH Trading Ideas

🌎Overnight News That Moved The Market📊 Nvidia to provide up to $105 billion guarantee for OpenAI's Ohio data center Google to buy Spirit Airlines business data for $10 million Tesla prepares for Cybercab launch in August starting with rides to employees Shein cuts company valuation to around $25 billion in Hong Kong IPO (Source: Reuters)

🌎Overnight News That Moved The Market📊 Nvidia scales back funding guarantee for Ohio OpenAI data center Alphabet becomes Berkshire Hathaway's third-largest investment Apple trains its own AI model for China market with Alibaba's support US retail sales post first decline in nine months in July (Source: Reuters)

🌎Overnight News That Moved The Market📊 AMD looks to raise $4 billion to $5 billion in debt offering Google unveils Gemini 3.7 Flash AI model for coding, agent workflows JD.com expects second-half electronics sales to improve after quarterly revenue falls SMIC profit more than triples on AI-driven chip demand (Source: Reuters)

[UPCOMING WEBINAR] 👉SG Market: Small/Mid-Cap Trends 🗓️Date & Time: 20 Aug (Thu), 6.30pm 📎Register now: https://uobkh.investments/SGWebinar0820 Our previous SMID cap picks delivered resilient performance despite a volatile market backdrop, with the majority of our selections registering positive returns. This reinforces our view that stock selection remains key in navigating an environment where macro uncertainties continue to coexist with selective growth opportunities. Join us this August as we revisit our high-conviction SMID cap ideas, which we believe remain well-positioned to benefit from Singapore's resilient economic momentum and favourable industry trends.

🌎Overnight News That Moved The Market📊 Meta, 29 states head to court in biggest test yet of youth social media litigation Bank of America pledges $250 billion for US infrastructure financing Tencent Q2 revenue climbs 11% on AI-driven ad gains, but profit falls short US consumer inflation mild in July, economy still not out of the woods (Source: Reuters)

🌎Overnight News That Moved The Market📊 CoreWeave boosts 2026 spending plan, beats quarterly estimates on AI demand surge Super Micro forecasts upbeat annual revenue on data center adoption IBM, Together AI ink $240 million deal for Nvidia-powered AI inference cluster Nvidia building 1-trillion-parameter Nemotron 4 to rival open AI models (Source: Reuters)

🌎Overnight News That Moved The Market📊 Nvidia partners with Wall Street giants to raise $500 billion for AI buildout Intel plans $15 billion share sale as turnaround rally lifts stock Microsoft plans to unveil next-generation AI chip in September Unitree's Shanghai IPO more than 8,000 times oversubscribed by retail investors (Source: Reuters)

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🌎Overnight News That Moved The Market📊 SpaceX stock climbs as shares available for trading more than double Alphabet looks to raise up to $25 billion from latest bond sale DBS shares scale record high as bank lifts forecast after profit beat US labor market stable (Source: Reuters)

🌎Overnight News That Moved The Market📊 OpenAI, Anthropic AI agents implicated in new security breaches Meta AI model hacks another company during testing AMD falls as investors demand bigger AI payoff Singapore's UOB to sell asset management business to Allianz unit for $434 million (Source: Reuters)

🌎Overnight News That Moved The Market📊 SpaceX revenue jumps in debut results as satellite, AI businesses surge Tesla's July China-made EV sales rise 37.8% y/y AMD's AI-powered revenue forecast fails to wow investors HSBC restarts buybacks after rates and wealth boost H1 profit (Source: Reuters)

US markets are being shaped by a complex mix of competing forces. How can you navigate macro crosscurrents while capturing emerging AI opportunities? Join our upcoming hybrid seminar with Nasdaq. Gain timely insights on the US macro market outlook and hear from experts in the industry. Join Online: https://uobkh.investments/nasdaq2508pinpex *In-person seats are reserved for UOB Kay Hian clients. Clients interested in attending in person may contact their Trading Representative.

🌎Overnight News That Moved The Market📊 Palantir lifts annual revenue forecast on steady demand for AI-powered data analytics Singapore's Grab lifts 2026 forecasts on solid delivery, ride-hailing demand Alibaba unveils its largest AI model yet, DeepSeek's latest model is ultra-low cost China factory growth slows to 4-month low in July (Source: Reuters)

[即将举行的 CIO 网络研讨会] 对话 CIO 系列私享会 #11：韩国豪赌欧亚算力、中美AI 竞赛正酣 👉日期 & 时间: 8月13日 (周四), 7.30pm 👉立即报名: https://uobkh.investments/cioch0813pinpex 本次会议，我们将聚焦投资者对亚洲AI产业链最关切的议题。全球高企的AI资本开支是否可持续？韩国打造万亿级“欧亚AI算力枢纽”的可信度及影响？存储价格会否于今年四季度见顶，以及对相关公司的基本面和股价传导？中美AI竞赛走到哪一步了？全产业链视角下，双方各自的优劣势和投资机会又落在哪里？我们有幸再次邀请到 Aqua Lake 对冲基金的创始人和CIO 江经宇（Dan Kiang），就以上核心问题拆解亚洲市场（包括韩国和日本）的投资主线和精选标的。

🌎Overnight News That Moved The Market📊 Musk dismisses report of Tesla's potential China business sale Amazon soars as cloud revenue surge allays fears over ballooning AI bets HSBC sells $25 billion Australian home and personal loan portfolio to Blackstone China's factory activity shrinks in July as demand falters, fuelling slowdown concerns (Source: Reuters)

Effective 1 Aug 2026, uobkh.com.sg will replace utrade.com.sg as our official website. Please update your bookmarks accordingly. Thank you for your continued support as we enhance your digital experience. Visit us at: https://uobkh.com.sg

🌎Overnight News That Moved The Market📊 Apple revenue forecast lags Wall Street targets as iPhone maker struggles with supply chain Amazon lifts investment plans after strong cloud sales; shares jump Microsoft sets record with near $450 billion single-day gain in market value Anthropic says Claude AI hacked three companies during cyber tests (Source: Reuters)

🌎Overnight News That Moved The Market📊 Microsoft cloud forecast beats estimates, shares rise Meta cash flow craters as Zuckerberg's AI spending spree accelerates SpaceX gets $1.6 billion US Space Force order for 18 Falcon 9 launches Warsh-led Fed leaves rates on hold (Source: Reuters)

🌎Overnight News That Moved The Market📊 Visa tops profit estimates on resilient spending, World Cup travel Meta, BlackRock partner on $14 billion El Paso data center venture SK Hynix posts sixfold rise in Q2 profit on AI chip demand, misses forecasts China starts production of home-grown immersion DUV chipmaking tools (Source: Reuters)

🌎Overnight News That Moved The Market📊 Nvidia in talks with OpenAI to guarantee $250 billion financing for data center Amazon's Leo proposes satellite constellation for direct-to-phone service Chipmaker CXMT vaults to top of China's valuation with 466% surge in Shanghai debut (Source: Reuters)