Skip to main content

Posts

Showing posts with the label U.S tech

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.

U.S. Tech Pullback Meets Policy Shake-Up, While Malaysia Sees Sector Rotation Boost KLCI

The U.S. equity rally took a breather on Tuesday, as profit-taking in tech stocks and renewed fiscal policy concerns weighed on sentiment. Meanwhile, Malaysia’s KLCI edged higher, driven by sectoral rotation into property and construction amid local macro tailwinds. U.S. Markets: Tech Weakness Meets Legislative Surprise U.S. stocks delivered a mixed performance, with the  S&P 500  (-0.11%) and  Nasdaq Composite  (-0.82%) both retreating from recent highs, primarily due to weakness in large-cap tech, including Tesla. In contrast, the  Dow Jones  rose +0.91% as investors rotated into industrials, materials, and financials — a move tied closely to expectations of increased fiscal spending. This rotation came after the  U.S. Senate passed President Trump’s controversial tax-and-spending bill , a sweeping $3.3 trillion package that includes significant  tax cuts ,  increased military spending , and  deep cuts to healthcare and food aid . ...

Alibaba Chairman Warns of AI Spending Bubble: What Does This Mean for Nvidia?

AI Industry in a Geopolitical Crossfire Alibaba's chairman,  Joe Tsai , recently raised concerns over a potential  AI spending bubble , adding a new layer of uncertainty to an already volatile market. During a Hong Kong investor conference, Tsai expressed astonishment at the massive capital outlays by U.S. tech giants in the AI and data center space, marking the latest example of how  AI  is turning into a geopolitical battleground, particularly between the U.S. and China. Key Takeaways: Tsai's Concerns About Overspending : Tsai cautioned that the AI boom might be unsustainable, signaling a  global arms race  for dominance in the sector. His comments come on the heels of similar warnings from  Baidu’s CEO Robin Li , who noted that  only a small percentage  of companies in the AI space will actually create significant value. Impact on Nvidia and Competitors : Tsai’s remarks appeared to influence market sentiment, with  Nvidia (NVDA) share...