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Market Daily Report: Profit-taking Ends Bursa Malaysia's Five-day Winning Streak

KUALA LUMPUR, Jan 28 (Bernama) -- Bursa Malaysia snapped its five-day winning streak to close lower on Wednesday, as investors took profit following a cumulative gain of 4.25 per cent over the past five sessions, said an analyst.  At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) fell 14.76 points or 0.83 per cent to 1,756.49 from Tuesday’s close of 1,771.25.  The market bellwether opened 1.46 points lower at 1,769.79, marking the day’s high, and hit a low of 1,750.05 during the mid-afternoon session. Market breadth was negative with losers trouncing gainers 876 to 384, while 525 counters were unchanged, 964 untraded and 94 suspended.  Turnover improved to 3.65 billion units worth RM4.41 billion from Tuesday's 3.58 billion units worth RM4.46 billion.  
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Biggest Stock Movers — What Matters for Investors


USA Rare Earth (USAR) ▲ +11–20%

What happened

  • Reports say the US government plans to inject US$1.6bn for a 10% equity stake, alongside debt financing.

  • This would directly support domestic rare-earth supply chains, a strategic priority.

Market read

  • This is state-backed optionality, not just a capital raise.

  • Re-rates USAR from “speculative miner” to strategic asset.

Investor takeaway

  • Momentum-driven upside remains, but volatility will be high.

  • Watch for deal confirmation, governance terms, and dilution details.


CoreWeave (CRWV) ▲ +8–9%

What happened

  • Nvidia to invest US$2bn, expanding an already tight partnership.

Market read

  • Reinforces CoreWeave as a key AI infrastructure lever, not just a GPU renter.

  • Nvidia endorsement matters more than near-term valuation concerns.

Investor takeaway

  • Still a high-beta AI infra play.

  • Valuation risk remains, but sentiment stays strong while Nvidia demand holds.


Micron Technology (MU) ▼ −2–3%

What happened

  • Reuters reported Samsung may supply Nvidia with next-gen HBM4 memory.

Market read

  • Knee-jerk reaction to share-loss fears.

  • But industry supply remains tight across Samsung, SK Hynix, and Micron.

Investor takeaway

  • This is not a thesis break.

  • HBM demand > supply through 2026; Micron still positioned for multi-year growth.

  • Pullbacks likely viewed as accumulation opportunities by long-term investors.


Intel (INTC) ▼ −2–5%

What happened

  • Follow-through selling after very weak guidance and margin pressure from memory costs.

  • Friday’s collapse erased ~US$46bn in market cap.

Market read

  • Market has lost patience.

  • AI server demand is real, but execution + margin drag dominate.

Investor takeaway

  • This is now a show-me story, not a turnaround bet.

  • Expect continued volatility until 18A progress translates into numbers.


Advanced Micro Devices (AMD) ▼ −1%

What happened

  • Minor pullback after a 9-session, +28% rally.

Market read

  • Profit-taking, not fundamentals.

  • AMD benefitted from Intel disappointment and AI optimism.

Investor takeaway

  • Trend intact.

  • Near-term consolidation likely after a sharp run.


Newmont (NEM) ▲ +3–4%

What happened

  • Gold futures broke above US$5,000/oz for the first time.

Market read

  • Gold now trades as macro hedge + currency alternative, not just inflation hedge.

  • Political risk, tariffs, and Fed credibility issues are feeding demand.

Investor takeaway

  • Miners regain relevance as beta to gold, but costs and execution still matter.

  • Momentum likely stays positive while macro uncertainty persists.


IonQ (IONQ) ▲ +2–3%

What happened

  • Acquiring SkyWater Technology for US$1.8bn (cash + stock).

Market read

  • Vertical integration move to secure chip manufacturing capability.

  • Signals ambition, but raises execution risk.

Investor takeaway

  • Strategic long-term move, but near-term dilution and integration risk.

  • Quantum remains a high-risk, long-duration theme.


Cross-Market Themes to Watch

  • Strategic capital is back: Government and Nvidia capital are reshaping winners (USAR, CRWV).

  • AI supply chain differentiation matters: Not all chip names move together anymore.

  • Gold is re-entering portfolios as confidence in policy stability weakens.

  • Execution risk is being punished faster than ever (Intel is the cautionary tale).

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