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Market Daily Report: Bursa Malaysia Ends Marginally Lower as Investors Stay On Sidelines

KUALA LUMPUR, Aug 10 (Bernama) -- Bursa Malaysia ended marginally lower on Monday, as investors largely stayed on the sidelines and adopted a wait-and-see approach amid uncertainties over US monetary policy and geopolitical developments, an analyst said. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.38 of a point to 1,735.37 compared with last Friday’s close of 1,735.75. The index opened 0.10 of a point higher at 1,735.85 and fluctuated between 1,730.35 and 1,738.97 throughout the day. However, on the broader market, gainers thumped losers 707 to 447, while 573 counters were unchanged, 1,046 untraded and 21 suspended. Turnover narrowed to 3.49 billion units valued at RM2.55 billion from 3.55 billion units valued at RM3.47 billion last Friday.  

Asia Stocks Set Record February Surge as AI Boom Fuels Rally

Asian equities are heading for their  strongest February performance on record , powered by investor enthusiasm for companies supporting the artificial intelligence (AI) infrastructure boom. Asia Steals the Spotlight in 2026 MSCI Asia Pacific Index  has climbed  6.7% in February , marking its best February since its launch in 1998. The rally puts Asian markets on track to  outperform the U.S. for a third straight month . South Korea led the charge: KOSPI Index  surged about  20% in February Up  49% year-to-date , making it the world’s best-performing major index Key Point: Global capital is rotating into Asian tech and AI supply-chain stocks. Investors view Asian firms as the “picks and shovels” behind AI expansion — benefiting from infrastructure demand rather than facing disruption risk seen in the U.S. U.S. Markets Lag Amid “AI Scare Trade” S&P 500 Index  futures slipped 0.3% Friday. Despite strong earnings from  Nvidia Corp. , investo...

Malaysia Market Pulse: Maybank Profit Climbs 5.7%, 33 Sen Dividend Declared as Bursa Extends Slide

Market at a Glance U.S. stocks closed mixed , with tech under pressure while financials advanced. Bursa Malaysia fell for a third straight session. Malaysia’s PPI dropped 2.9% YoY , dragged by mining weakness. Maybank posted stronger earnings and declared a 33 sen dividend. Wall Street Recap Dow Jones Industrial Average  rose 0.03% to 49,499.20 S&P 500 Index  fell 0.54% to 6,908.86 Nasdaq Composite  slid 1.18% to 22,878.38 Technology and communication services led losses, while financials gained 1.3%. Major banks including  JPMorgan Chase ,  Bank of America  and  Wells Fargo  supported the sector’s rise. Despite recent AI-related concerns, the software & services segment rebounded, with  Salesforce  jumping 4%. Key Point: U.S. financial stocks outperformed as tech names faced renewed pressure. Bursa Malaysia Snapshot FTSE Bursa Malaysia KLCI  closed at 1,740.94 (-0.39%) Top Gainer:   Sunway Berhad  (+1.88%) Top Los...

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...