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Market Daily Report: Bursa Malaysia Ends Marginally Lower Amid Lack Of Fresh Catalysts

KUALA LUMPUR, Sept 28 (Bernama) -- Bursa Malaysia ended marginally lower on Monday amid selling activity as the market lacked fresh catalysts to spur investors’ buying interest, an analyst said. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 1.60 points, or 0.09 per cent, to 1,670.02, from Friday’s close of 1,671.62. The benchmark index, which opened 0.93 of-a-point higher at 1,672.55, moved between 1,668.61 and 1,674.11 throughout the trading session. Market breadth was negative as losers surpassed gainers 748 to 388, while 517 counters were unchanged, 1,271 untraded and 91 suspended. Turnover slipped to 3.11 billion units worth RM2.40 billion from 4.07 billion units valued at RM2.69 billion on Friday.
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Tech Titans & Inflation: This Week’s Market Movers

 1. Key Earnings Reports (AI & Tech Sector Focus)

  • NVIDIA (NVDA): Q4 2025 earnings expected this week. Analysts forecast $38.13B in revenue (+72.52% YoY) and $0.80 EPS (+61.83% YoY). AI-driven data center growth remains strong despite geopolitical risks.
  • Salesforce (CRM): Reports Wednesday after market close, alongside Snowflake (SNOW) and C3.ai (AI).
  • Workday (WDAY): Reports Tuesday.
  • Dell Technologies (DELL) & HP Inc (HPQ): Earnings due Thursday after the market close.
  • Vistra Energy (VST): Reports Thursday before the market open.

2. Macroeconomic Events: PCE Inflation Data

  • The Personal Consumption Expenditure (PCE) index will be released, influencing the Fed's interest rate decision in its March 18-19 meeting.
  • Predictions:
    • PCE to rise 2.5% YoY (previous: 2.6%).
    • Core PCE (excludes food & energy) expected at 2.6% YoY (previous: 2.8%).
  • A lower-than-expected PCE could boost markets, while a higher-than-expected result may cause concerns, especially amid inflationary risks from increased tariffs.

3. Market Sentiment & Interest Rate Outlook

  • Current expectations from CME FedWatch indicate an equal probability of one or two rate cuts this year.
  • Investors will closely watch how the market reacts to the inflation data and AI stock earnings.

Key Takeaways:

📌 Biggest focus: NVIDIA’s earnings & AI sector performance.
📌 Inflation data: A key factor for the Fed's interest rate decision.
📌 Market reaction: Expected volatility based on PCE results & corporate earnings.

Would you like me to highlight specific stocks or trends for investment insights? 🚀📈

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