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Market Daily Report: Bursa Malaysia Ends Lower On Profit-taking In Plantation Stocks

KUALA LUMPUR, Sept 4 (Bernama) -- Bursa Malaysia ended lower on the final trading day of the week, weighed down by the plantation sector as investors locked in gains following its recent strong performance. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 7.03 points 1,708.10, compared with yesterday’s close of 1,715.13. The benchmark index opened 1.39 points lower at 1,713.74 and fluctuated between 1,704.86 and 1,715.20 throughout the day. The broader market was negative with losers outnumbering gainers 568 to 523, while 596 counters were unchanged, 1,085 untraded and 19 suspended. Turnover expanded to 4.33 billion units valued at RM2.98 billion from 3.90 billion units valued at RM3.21 billion on Thursday. 

Markets Shift From Euphoria to Volatility as AI Trade Faces Scrutiny

Global markets are entering a more volatile phase as investors reassess lofty technology valuations and the sustainability of massive AI-related capital spending. Asian equities traded mixed on Wednesday following a sharp sell-off in global technology and semiconductor shares, while bond markets signaled growing demand for safety amid concerns over economic uncertainty and interest rate expectations. What Changed? Just weeks ago, investors were focused on: AI-driven earnings optimism Falling geopolitical risks Expectations of monetary easing Now, markets are increasingly focused on: Rising AI infrastructure spending Higher-for-longer interest rates Elevated valuations in technology stocks Increased market volatility The result is a shift from momentum-driven buying toward more selective risk-taking. Technology Stocks Under Pressure The latest sell-off was led by technology and semiconductor names after investors began questioning whether current valuations fully reflect future earnings...

China Leads Asia Higher as Region Shrugs Off US AI Sell-Off

Quick Summary Asian stocks outperformed the US , avoiding Wall Street’s AI-driven sell-off China and South Korea rebounded , led by semiconductor names Gold and silver retreated  after recent record highs Asia-Pacific equities are  up 12% YTD , vs a slight decline in the S&P 500 Asia Stays Resilient Despite US Tech Angst Asian equities largely shrugged off a US market slide triggered by concerns that  artificial intelligence could erode profits across multiple industries . The  MSCI Asia-Pacific Index  swung between gains and losses, with: Japan’s Topix +0.2%  (after reopening from holiday) South Korea +1.1% , recovering early losses Shanghai Composite +0.6% Hang Seng -1.8% Key point:  Asia has avoided the intense AI-driven rotation hitting US software and tech stocks. Why Asia Is Outperforming Asia is seen as a  beneficiary of AI supply-chain demand , particularly in semiconductors Investors are rotating into  chipmakers in South Korea a...

Tech Earnings Spark Wall Street Rally as TSMC Lifts Nasdaq, S&P 500 and Dow

Key Takeaways  Wall Street indices rose on strong TSMC-led tech earnings TSMC’s capex outlook boosted AI and semiconductor stocks Dow +0.6%, S&P 500 +0.26%, Nasdaq +0.25% Goldman Sachs and Morgan Stanley rallied on Q4 beats US jobless claims surprised to the downside Crypto prices fell as risk hedging eased Wall Street closed higher as  strong earnings from  Taiwan Semiconductor Manufacturing Co  reignited optimism across the technology sector, lifting all three major US indices. The  Dow Jones Industrial Average  rose  0.6% , while the  S&P 500  gained  0.26%  and the  Nasdaq Composite  advanced  0.25% . The rally was fuelled by a  4.4% jump in TSMC shares , following well-received results and signals of  higher-than-expected capital expenditure , reinforcing confidence in long-term AI and semiconductor demand. The upbeat outlook rippled through the chip ecosystem.  Applied Materials, Lam Resea...