🔥 Nvidia’s Blockbuster Earnings Ignite AI Stocks, Tech Futures, and Market Rally
US:NVDA:Nvidia Corp
Nvidia surged over 6% in extended trading after reporting better-than-expected earnings of $1.30 per share on $57.01 billion revenue, above expectations. The chip giant also forecasted $65 billion in current-quarter revenue, boosting confidence in ongoing AI demand.
US:AMD:Advanced Micro Devices
Shares jumped over 5% as investors piled into AI chip peers following Nvidia’s strong results.
US:AVGO:Broadcom Inc
Broadcom gained nearly 2% as AI-driven semiconductor demand lifted chip stocks across the sector.
US:TSM:Taiwan Semiconductor Manufacturing Co
TSMC climbed 3% in after-hours trading, boosted by Nvidia’s quarterly beat and stronger AI chip demand.
US:SMCI:Super Micro Computer
Super Micro Computer rose 6% as investors rotated back into AI-focused hardware suppliers.
US:ORCL:Oracle Corp
Oracle gained nearly 3% on optimism around cloud and AI infrastructure growth tied to Nvidia’s results.
US:PANW:Palo Alto Networks
Palo Alto Networks fell over 3% despite beating quarterly estimates, as guidance for next quarter came in softer than expected.
US:ODD:Oddity Tech
Oddity Tech jumped 21% after beating top and bottom-line estimates with adjusted earnings of $0.40 per share on $148 million revenue.
US:CEG:Constellation Energy
Constellation Energy rose 3% as demand for data-center-linked power infrastructure climbed following Nvidia’s earnings.
US:VRT:Vertiv Holdings
Vertiv added more than 6%, benefiting from surging AI-related infrastructure investment.
US:ETN:Eaton Corp
Eaton gained 2% as markets rotated into companies supporting data-center electrification.
US:DDOG:Datadog Inc
Datadog slipped 3% after its CEO sold $18.3 million worth of shares despite continued demand for cloud security.
US:DGT:Dow Jones Industrial Average
Dow futures rose nearly 0.3% as Nvidia’s earnings restored confidence in mega-cap tech stocks.
SGX:S27.SI:S&P 500
The S&P 500 gained 0.38%, breaking a four-day losing streak ahead of Nvidia’s earnings.
US:QQQ:Nasdaq Composite
The Nasdaq Composite rose 0.59% as Alphabet led tech gains and Nvidia rallied ahead of results.
US:GOOGL:Alphabet Inc
Alphabet rose about 3% to a record high, driven by optimism surrounding its Gemini 3 AI launch.
US:QS:QuantumScape Corp
QuantumScape was downgraded by HSBC, citing overvaluation despite strong year-to-date gains, though price target was raised to $10.50.
US:BAM:Brookfield Asset Management
Brookfield launched a $100 billion AI infrastructure program with Nvidia and Kuwait Investment Authority, targeting $10 billion in equity commitments.
US:NFLX:Netflix Inc
Netflix is expected to bid for Warner Bros’ streaming and film assets as the media company auctions operations.
US:CMCSA:Comcast Corp
Comcast is also preparing a bid for parts of Warner Bros, competing with Paramount and Netflix.
US:WBD:Warner Bros Discovery
Warner Bros shares rose as takeover interest intensified, though recent speculation regarding a Saudi-backed offer from Paramount Skydance was denied.
US:PARA:Paramount Global
Paramount shares climbed amid reports of bidding activity, though the company denied involvement in a rumored US$71 billion deal for Warner Bros.
🔥 Nvidia’s Blowout Earnings Ignite Global Tech Rally as MAS Unveils Major Market Reforms
US:NVDA:Nvidia Corp
Nvidia jumped over 5% after posting a stronger-than-expected revenue forecast of US$65 billion for the fourth quarter, fueling optimism across U.S. tech and AI-driven markets.
US:META:Meta Platforms Inc
Meta rose in post-market trade alongside Nvidia as investors returned to tech after weeks of selling.
US:AMZN:Amazon.com Inc
Amazon gained after-hours as AI optimism lifted large-cap tech stocks.
US:GOOGL:Alphabet Inc
Alphabet advanced on renewed AI-driven demand and market momentum after Nvidia’s earnings beat.
US:QQQ:Nasdaq Composite
The Nasdaq 100 ETF rose 1% in aftermarket trading as tech sentiment rebounded.
SGX:S27.SI:S&P 500
The S&P 500 snapped a four-day losing streak as Wall Street positioned for rate clarity and awaited inflation data.
US:DGT:Dow Jones Industrial Average
The Dow climbed modestly as investors absorbed Fed minutes signaling rates may remain steady through 2025.
US:BTC:Bitcoin
Bitcoin traded around US$90,300 despite market volatility following U.S. inflation uncertainty and shifting rate expectations.
Manulife US REIT secures two-year lease renewal with US Treasury, increasing WALE to 2.3 years
SGX:—.SI:Monetary Authority of Singapore
MAS unveiled new capital market measures including $2.85 billion allocation to six asset managers under the Equity Market Development Programme to deepen liquidity and attract regional listings.
US:BLK:BlackRock Inc
BlackRock was selected as one of the asset managers to deploy capital under MAS’s EQDP fund.
US:MFC:Manulife Investment Management
Manulife IM was among the appointed managers to receive capital under Singapore’s EQDP initiative.
SGX:LGI.SI:Lion Global Investors
Lion Global Investors was included in the latest batch of managers steering Singapore’s market development programme.
HK:0388.HK:HKEX
SGX and Nasdaq are exploring a dual-listing bridge enabling firms to raise capital in both markets using a unified prospectus framework.
SGX:D05.SI:DBS Group
DBS will support fundraising initiatives tied to MAS’s Value Unlock programme aimed at strengthening shareholder engagement in Singapore-listed companies.
US:UCO:Oil
The seized Talara oil tanker was released without cargo after being detained by Iranian forces near the Strait of Hormuz.
SGX:ULTR.SI:UltraGreen.ai
UltraGreen.ai filed a prospectus to list on SGX with FY2024 net profit jumping to US$56 million on growing demand for fluorescence-guided surgical products.
SGX:D05.SI:DBS Group
DBS is serving as a joint issue manager and underwriter for UltraGreen.ai’s upcoming SGX listing.
SGX:544.SI:CSE Global
CSE Global posted 20.5% revenue growth for 3QFY2025 to $257.7 million, driven by electrification projects in the Americas.
SGX:I07.SI:ISDN Holdings
ISDN returned to profitability in 3QFY2025, reporting earnings of $2.29 million following cost controls and improved demand.
HK:3115.HK:Hang Seng Index
China raised US$8.6 billion from dual-currency bond issuances, with total bids exceeding US$234 billion as global investors rotated into Asian sovereign assets.
US:PARA:Paramount Global
Paramount denied reports of a US$71 billion bid for Warner Bros backed by Middle Eastern sovereign funds.
US:WBD:Warner Bros Discovery Inc
Warner Bros shares rose up to 6.4% amid renewed buyout speculation as the company continues its sale process.
US:NFLX:Netflix Inc
Netflix is expected to bid for Warner Bros film and streaming assets as the company evaluates multiple acquisition offers.
US:CMCSA:Comcast Corp
Comcast is preparing a competing bid for Warner Bros assets, joining other U.S. media giants in the process.
🚀 Malaysia Corporate Earnings Surge as Plantation, Construction & Tech Firms Report Mixed Results
KL:ZETRIX.KL:Zetrix AI Bhd
Zetrix AI reported a record net profit of RM220.36 million for 3QFY2025, up 13%, supported by blockchain platform fees, token sales, and fair value gains from its investment in HeiTech Padu. No dividend was declared.
KL:HTPADU.KL:HeiTech Padu Bhd
Zetrix AI’s quarterly performance was partly driven by fair value gains from its stake in HeiTech Padu.
KL:SEM.KL:7-Eleven Malaysia Holdings Bhd
7-Eleven Malaysia posted an 80.5% drop in net profit to RM2.13 million for 3QFY2025 due to increased costs from rapid 7-Café expansion, despite revenue rising 7% from new store openings. No dividend declared.
KL:AEON.KL:AEON Co (M) Bhd
AEON’s net profit fell 22% to RM14.62 million as weaker consumer spending impacted retail sales. Revenue slipped 0.8% to RM995.2 million. No dividend declared.
KL:JPG.KL:Johor Plantations Group Bhd
Johor Plantations’ net profit rose 37.5% to RM106.04 million on stronger pricing and higher volumes. Dividend raised to 1.75 sen per share.
KL:HSPLANT.KL:Hap Seng Plantations Holdings Bhd
Hap Seng’s net profit declined 5.5% to RM52.38 million due to lower sales volume despite higher palm product prices. No dividend declared.
KL:TSH.KL:TSH Resources Bhd
TSH Resources saw net profit jump 70.2% to RM56.4 million, driven by higher selling prices and volumes for palm products. No dividend declared.
KL:PLINTAS.KL:Prolintas Infra Business Trust
Prolintas’ net profit dropped 19.3% to RM9.76 million due to absence of deferred tax credit, though revenue grew 1.9% on higher highway traffic. No distribution declared.
KL:TALIWRK.KL:Taliworks Corp Bhd
Taliworks’ net profit surged 85.6% to RM45.02 million from a one-off gain through its associate, despite revenue falling 29.8% from weaker toll and water segments. Dividend declared at 0.5 sen.
KL:AMWAY.KL:Amway (M) Holdings Bhd
Amway’s net profit more than halved to RM14.62 million due to lower sales volume and higher ABO incentives. Dividend maintained at five sen per share.
KL:PTRANS.KL:Perak Transit Bhd
Perak Transit posted a 12.1% rise in net profit to RM19.86 million due to lower expenses but revenue fell 5.7% from weaker terminal operations. Dividend cut to 0.25 sen per share.
KL:DIALOG.KL:Dialog Group Bhd
Dialog secured a RM1 billion contract from PT2SB to build biofuel storage and handling facilities at Pengerang Integrated Complex.
KL:MGB.KL:MGB Bhd
MGB secured its largest overseas contract worth up to RM444 million in Saudi Arabia to build 440 apartment units, with construction starting March 2026.
KL:LBS.KL:LBS Bina Group Bhd
LBS Bina was indirectly referenced as parent to MGB in the Saudi development project.
KL:HAILY.KL:Haily Group Bhd
Haily won RM80.3 million in Johor construction contracts for 368 terrace housing units, bringing total secured contracts to RM345.52 million in 2025.
KL:DENGKIL.KL:Wawasan Dengkil Holdings Bhd
Wawasan Dengkil expanded into renewable energy through a JV to develop a 70MW solar plant in Kedah under LSS Petra 5+.
KL:NESTCON.KL:Nestcon Bhd
Nestcon will own 30% of the Kedah solar JV alongside Wawasan Dengkil, advancing its renewable energy portfolio.
KL:TENAGA.KL:Tenaga Nasional Bhd
Tenaga Nasional will purchase power from the 70MW solar plant under a 21-year agreement, supporting Malaysia’s renewable transition.
🔥 Tencent Buyback, Kuaishou Profit Jump & Hong Kong Market Slips — Tech Stocks in Spotlight
HK:0700.HK:Tencent Holdings
Tencent repurchased 1.018 million shares worth nearly HKD636 million as part of its ongoing buyback program, bringing total shares repurchased to 72.76 million since May.
HK:01024.HK:Kuaishou Technology
Kuaishou posted a strong 3Q, with adjusted net profit up 26.3% YoY to RMB4.986 billion and revenue growth supported by Kling AI surpassing RMB300 million.
HK:03888.HK:Kingsoft Corp
Kingsoft saw a 48.5% YoY drop in net profit to RMB213 million on weaker revenue of RMB2.419 billion for the September quarter.
HK:3115.HK:Hang Seng Index
The Hang Seng Index closed down 99 points at 25,830, pressured by weakness in tech names including Xiaomi.
HK:09888.HK:Baidu-SW
Baidu edged lower as the market digested disclosures of AI revenue contributions and mixed broader sentiment.
HK:01810.HK:Xiaomi-W
Xiaomi dropped more than 4% as analysts warned handset and EV margins may face pressure despite new vehicle features being rolled out.
US:PDD:PDD Holdings
CMBI raised price targets on PDD after the company returned to positive profit growth sooner than expected.
US:BIDU:Baidu Inc
Analysts at CMBI and BOCI raised Baidu’s target prices, expecting core profit to rebound after recent earnings.
US:TCOM:Trip.com Group
Trip.com’s target price was lifted by CMBI and BOCI after its 3Q results beat expectations.
HK:02020.HK:Anta Sports
Macquarie slightly increased Anta Sports’ target price to HKD131, maintaining positive sentiment for sportswear demand.
US:CMCSA:Comcast Corp
Market commentary noted Comcast as one of the potential bidders for Warner Bros assets, keeping investor attention on U.S. media consolidation.
US:NFLX:Netflix Inc
Netflix was also highlighted among potential bidders for Warner Bros’ film and streaming business as the asset sale progresses.
US:WBD:Warner Bros Discovery Inc
Warner Bros shares rose earlier on takeover speculation, though Paramount subsequently denied involvement in the rumored bid consortium.
US:PARA:Paramount Global
Paramount rejected speculation of working with Middle Eastern funds on a US$71 billion takeover of Warner Bros, calling the report inaccurate.
🔥 Tencent Buyback Sparks Market Buzz as Kuaishou Earnings Jump & Hong Kong Tech Stocks Slide
HK:0700.HK:Tencent Holdings
Tencent repurchased 1.018 million shares worth nearly HKD636 million, lifting total buybacks to 72.76 million shares since May.
HK:01024.HK:Kuaishou Technology
Kuaishou recorded 3Q adjusted net profit of RMB4.986 billion, up 26.3% YoY, supported by RMB300M+ AI revenue from Kling.
HK:03888.HK:Kingsoft Corp
Kingsoft posted RMB213 million net profit, down 48.5% YoY as revenue fell 17% to RMB2.419 billion.
HK:3115.HK:Hang Seng Index
Hang Seng closed lower by 99 points at 25,830, weighed by tech stocks, with turnover totaling HKD211.4 billion.
HK:09888.HK:Baidu-SW
Baidu dipped 0.2% as investors assessed its AI revenue data amid a broader market pullback.
HK:01810.HK:Xiaomi-W
Xiaomi dropped over 4% even as new EV and handset updates rolled out; analysts warned margins may face pressure.
US:PDD:PDD Holdings
CMBI raised forecasts and target price after PDD returned to positive profit growth earlier than expected.
US:BIDU:Baidu Inc
Brokerage analysts including CMBI and BOCI raised target prices for Baidu, citing expectations of core profit recovery.
US:TCOM:Trip.com Group
Trip.com’s target price was raised to USD83 by CMBI after stronger-than-expected 3Q performance.
HK:02020.HK:Anta Sports
Macquarie raised Anta Sports’ price target to HKD131, citing ongoing demand in athletic and retail segments.
US:CMCSA:Comcast Corp
Comcast remains a potential bidder for Warner Bros’ film and streaming assets as acquisition talks progress.
US:NFLX:Netflix Inc
Netflix is also expected to bid on Warner Bros assets, positioning itself against major media rivals.
US:WBD:Warner Bros Discovery Inc
Warner Bros shares saw gains as multiple parties expressed interest in acquiring parts of the business.
US:PARA:Paramount Global
Paramount denied reports of a US$71 billion takeover bid for Warner Bros backed by Middle Eastern funds.
🔥 Brokers Cut Xiaomi Targets as Analysts Turn Bullish on PDD, XPeng and Trip.com
HK:2333.HK:Great Wall Motor
Daiwa raised Great Wall Motor’s target price to HKD22 and lifted its 2026 net profit forecast, signaling improving earnings expectations.
HK:1810.HK:Xiaomi-W
Macquarie cut Xiaomi’s target price to HKD54.2 after 3Q operating profit missed expectations.
US:XPEV:XPeng Inc
Daiwa upgraded XPeng to Buy and raised its target price to US$29, citing improved outlook.
China reportedly suspended imports of Japanese seafood again, reversing an earlier resumption in November, reflecting renewed trade sensitivity.
HK:3115.HK:Hang Seng Index
Top ETF gainers included XL2CSOPMSTR, which surged 14% and led midday trading momentum.
HK:09888.HK:Baidu-SW
Brokers issued new ratings post results, noting evolving views on AI monetization and margin recovery paths.
HK:3115.HK:Hang Seng Index
The Hang Seng Index fell 117 points at midday as Xiaomi dragged the market; gold miners and oil stocks rose.
HK:1810.HK:Xiaomi-W
JPM cut Xiaomi’s target price to HKD45, citing margin pressure and core earnings weakness.
HK:09626.HK:Bilibili-W
UBS raised Bilibili’s target price to HKD210, highlighting improving advertising revenue trends.
US:PDD:PDD Holdings
Goldman Sachs said PDD’s low base offers room for re-rating and maintained a Buy rating.
US:PDD:PDD Holdings
Citi lifted PDD’s target price to US$170, maintaining Buy following strong revenue momentum.
HK:1810.HK:Xiaomi-W
UBS lowered Xiaomi’s target price to HKD46 as higher memory costs pressure smartphone gross margins.
No ticker — UBS noted improved demand in Macau gaming driven by higher-spending premium gamblers with stronger financial backgrounds.
HK:1810.HK:Xiaomi-W
Post-results broker coverage highlighted mixed outlook, with dozens of analysts adjusting targets amid profit concerns.
1-month HIBOR dropped to 2.28%, marking its lowest level in three months.
HK:09898.HK:WB-SW
UBS cut WB-SW’s target price to HKD110.4 while maintaining a Buy rating.
HK:1810.HK:Xiaomi-W
Goldman Sachs trimmed its target to HKD53.5 despite results slightly exceeding expectations.
US:TCOM:Trip.com Group
UBS lifted Trip.com’s target to HKD700 and reiterated Buy after strong quarterly results.
US:PDD:PDD Holdings
Daiwa raised PDD’s target to US$160, maintaining its Buy rating.
HK:09888.HK:Baidu-SW
Goldman Sachs increased Baidu’s target to HKD151, expecting profit margins to bottom out.
SZ:300750:CATL
CLSA remained optimistic on CATL’s long-term prospects and recommended buying on dips.
HK:1810.HK:Xiaomi-W
UBS reiterated Neutral on Xiaomi, noting 3Q results were roughly in line but cost pressures persist.
HK:00005.HK:HSBC Holdings
HSBC’s CEO warned of global economic fragmentation as more assets become tied to national security policy.
US:TCOM:Trip.com Group
CLSA raised Trip.com’s target to US$82 after earnings outperformed.
HK:02020.HK:Anta Sports
Citi issued upside catalyst watch on Anta ahead of potential performance triggers.
HK:1810.HK:Xiaomi-W
Daiwa cut Xiaomi’s target to HKD55, citing rising memory costs impacting smartphone profitability.
HK:00002.HK:CLP Holdings
Citi viewed electricity tariff cuts as neutral for CLP and maintained a Buy rating.
HK:02638.HK:HK Electric Investments
Citi held Neutral on HKElectric as tariff reductions were not expected to materially change financial outlook.
US:TCOM:Trip.com Group
Citi raised Trip.com’s target to US$86 and reiterated Buy.
US:XPEV:XPeng Inc
BofA Securities raised XPeng’s target to HKD109 after reporting narrower-than-expected losses.
HK:00669.HK:Techtronic Industries
Citi maintained Techtronic’s target price at HKD125 and expects growth to accelerate next year.
HK:1810.HK:Xiaomi-W
UOB Kay Hian trimmed Xiaomi’s target to HKD54.6 but kept a Buy rating.
HK:09863.HK:Leapmotor
CICC cut Leapmotor’s target to HKD78 as 3Q results aligned with expectations.
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