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Nvidia’s 75% Margin Sets the AI Profitability Bar — But Rivals Are Closing In

Quick Summary Nvidia posted a 75.2% adjusted gross margin , among the highest in Big Tech AI hyperscalers plan  US$650B capex in 2026 , much flowing to Nvidia Rivals like  AMD, Alphabet and Amazon  are gaining traction Long-term margin sustainability remains the key investor question Margins Steal the Show While investors already expected strong demand,  NVIDIA Corp  surprised with something even more impressive: Adjusted gross margin of 75.2% , the highest since late 2024 — and management expects similar levels next quarter. For a nearly  US$5 trillion company , that margin signals extraordinary pricing power in AI hardware. AI Spending Wave Still Intact AI hyperscalers are forecasting  ~US$650 billion in capex for 2026 , up roughly 60% from 2025. Nvidia remains the primary beneficiary as demand for data centre GPUs continues to surge. But maintaining 75% margins depends on two big factors: 1️⃣  Supply Constraints Rising memory costs remain a ris...
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YZJ Shipbuilding Leads STI Gains as Banks Drag; UOB Most Active

Quick Summary (Feb 24, 2026)

  • YZJ Shipbuilding (+2.59%) topped STI gainers

  • UOB (-4.12%) was the biggest loser and most traded stock

  • CapLand IntCom Trust led REIT gainers

  • Lippo Malls Trust plunged 12.5%

STI Movers & Shakers

The FTSE Singapore Straits Time Index (STI) saw mixed performance, with industrials and telcos gaining while banks weighed on sentiment.

Top Gainers

  • Yangzijiang Shipbuilding Holdings Ltd (BS6): S$3.96 (+2.59%)

  • CapitaLand Integrated Commercial Trust (C38U): S$2.52 (+2.44%)

  • Singapore Telecommunications Ltd (Z74): S$5.12 (+1.99%)

  • Wilmar International Ltd (F34): +1.98%

  • Seatrium Ltd (5E2): +1.81%

Key point: Industrial and offshore-related counters showed resilience.

Top Losers

  • United Overseas Bank Ltd (U11): S$37.20 (-4.12%)

  • ST Engineering Ltd (S63): -1.92%

  • Jardine Matheson Holdings Ltd (J36): -1.66%

  • OCBC Bank (O39): -1.20%

  • Thai Beverage PCL (Y92): -1.05%

Banks were under pressure, dragging overall index performance.

REITs Movers

Top Gainers

  • CapitaLand Integrated Commercial Trust (C38U): +2.44%

  • Manulife US Real Estate Investment Trust (BTOU): +1.52%

  • BHG Retail REIT (BMGU): +1.16%

Top Losers

  • Lippo Malls Indonesia Retail Trust (D5IU): -12.5%

  • Alpha Investment Partners (M1GU): -5.05%

  • Far East Hospitality Trust (Q5T): -2.46%

Notable: Lippo Malls saw a sharp double-digit decline.

Most Active Stock

  • United Overseas Bank Ltd (U11)

    • Close: S$37.20

    • Change: -4.12%

    • Turnover: S$366.87 million

Heavy selling in UOB dominated trading activity.

Market Takeaway

Industrials and offshore names outperformed, while banking stocks faced selling pressure.
REITs showed selective strength, though volatility remains evident in smaller trusts.

Key Highlights

  • YZJ Shipbuilding leads STI gainers

  • UOB biggest drag and most traded

  • CapitaLand IntCom Trust tops REIT gainers

  • Lippo Malls plunges 12.5%

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