Skip to main content

Posts

Showing posts with the label AI boom

Featured Post

Market Daily Report: Bursa Malaysia Ends Nearly Flat As Construction Stocks Attract Buying

 KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.

China’s AI Boom Is Starting To Show Up In Inflation Data

China’s latest inflation data reveals a clear shift beneath the surface,  the AI-driven industrial cycle is now feeding into price pressures , even as consumer demand remains subdued. Key Takeaway China's producer prices rose at the fastest pace in nearly four years, driven by stronger demand for AI-related electronics, computing infrastructure and industrial metals. However, soft consumer inflation suggests domestic demand remains weak, highlighting a growing divergence between industrial activity and consumer spending. AI Demand Is Driving Factory Inflation Producer prices (PPI) rose  3.9% YoY Strong demand from: AI infrastructure buildout Electronics and semiconductors Industrial metals like copper and aluminium The global AI spending wave,  especially data centre expansion is now directly influencing China’s upstream pricing power. Consumer Demand Still Lagging CPI grew only  1.2% YoY , below expectations Core inflation softened to  1.1% Weak consumption rem...

TSMC Bullish on Outlook as Q3 Profit Surges 54% Amid AI Boom

Taiwan Semiconductor Manufacturing Co (TSMC) , the world's largest contract chipmaker, reported a forecast-beating 54% jump in Q3 profit , driven by booming demand for AI-related chips . The company expects sustained strong growth, forecasting fourth-quarter revenue of US$26.1 billion to US$26.9 billion , up from US$19.62 billion a year earlier. In Q3, TSMC's net profit hit a record T$325.3 billion (RM43.39 billion) , surpassing analyst predictions of T$300.2 billion . Revenue for the quarter rose 36% year-on-year to US$23.5 billion , above the company's previous estimates. TSMC, a key supplier for Apple and Nvidia , has been significantly investing in production capacity, forecasting capital expenditure for 2024 at over US$30 billion . The company is building three factories in Arizona , with the first expected to start production in 2025 and the second by 2028 . Despite challenges from rivals Intel and Samsung , TSMC remains a dominant player, and its shares have ...

Asian Stocks Set to Rise Amid U.S. Small-Cap Rally and Economic Optimism

Asian equities are expected to open higher after Wall Street posted gains, driven by a shift from mega-cap tech stocks to economically sensitive small-cap shares . Early signs show Australia, Japan, and Hong Kong stock futures edging up. An index of U.S.-listed Chinese companies also climbed nearly 1%, signaling a potential recovery in Chinese equities following two days of declines. On Wednesday, the S&P 500 rose by 0.5% , while the Russell 2000 index of small-caps reached its highest level in nearly three years, signaling growing investor confidence in smaller companies. The Nasdaq 100 , home to mega-cap tech firms, lagged, rising just 0.1% , although Nvidia Corp. bucked the trend with a 3.1% gain , helping lift tech giants. This shift in focus marks a move away from large tech companies that surged during the AI boom , with investors now looking at stocks more directly tied to economic growth . According to David Russell of TradeStation, this could be the long-awaited ro...