Economic Calendar (05Oct2026) Economic calendar for the week (source: Investing.com) After last week’s triple-feature (RBA, PCE, payrolls), this week is deliberately quiet — which makes each item carry more weight, and leaves the tape more exposed to headlines than to data. China is on Golden Week holiday Monday to Wednesday, thinning Asia liquidity. 1. FOMC minutes (Wednesday 7 October, 2:00 pm ET). The one genuine event of the week: the record of the meeting that delivered the first rate rise in three years (to 3.75–4.00%). After Friday’s soft payrolls (+29K — see below), the minutes tell us how much of the decision was inflation-fighting conviction versus insurance. Watch the language on oil pass-through and on how many participants wanted to signal another rise in October. [Investing.c

THE AI TRADE NOBODY TALKS ABOUT ENOUGH Everyone is watching the chips. But what happens when all those AI data centres need more electricity? That’s where $Quanta(PWR)$  gets interesting. PWR is one of the major players in North American power infrastructure, working across transmission, distribution and energy infrastructure. The investment story is simple: electricity demand is rising, and the grid needs to expand to keep up. Quanta’s recent numbers are already showing the strength of the business. Revenue rose 41.1% year over year in Q2, while adjusted EPS jumped 71%. Even more interesting is the company’s roughly $53.4 billion backlog, giving investors significant visibility into future work.  And this isn’t just an AI bet. Data cent

$Tesla Motors(TSLA)$ is one of those stocks where the debate has moved far beyond quarterly vehicle deliveries. The bigger question is whether Tesla can evolve from an electric-vehicle company into a broader technology and infrastructure platform — with autonomy, robotics and energy potentially becoming much larger parts of the story. 🚗 EVs are still the foundation Tesla remains one of the most recognizable EV brands globally, but the auto business is also where investors can see the biggest challenges: competition, pricing pressure and the need to keep expanding demand. That makes the next phase particularly important. 🤖 The autonomy question If Tesla’s autonomous-driving ambitions translate into a meaningful commercial business, the economi

🌟🌟🌟The Singapore Exchange has just dropped a financial bombshell that completely levels the playing field for everyday retail investors.  Starting Monday, 5 October 2026, SGD is officially smashing down its historic barriers, allowing investors to buy shares in tight, ultra accessible board lots of just 10 shares.  This is down from its restrictive 100 shares  limit. Before this structural revolution, if you wanted a piece of Singapore's most legendary dividend paying cash cows, you needed thousands of dollars upfront just to get your foot in the door.  High priced premium stocks were an exclusive playground for big institutional funds.  But overnight, the gates have been thrown wide open. By using Tiger Brokers' platform, this board lot reduction acts as a massive

Everyone is watching Nvidia and the big AI data centres. I’m looking at a different part of the semiconductor chain. $ON Semiconductor(ON)$ Semiconductor makes chips focused on power management, sensing and control — important technologies for cars, industrial equipment, automation and AI infrastructure. The big catalyst right now is its planned acquisition of Synaptics. So what does Synaptics actually do? Synaptics develops chips and technology that help connected devices see, hear, connect and interact. Its products cover touch and display, biometrics, wireless connectivity, audio, video, vision and security processing. It also has Astra, an AI-native platform designed to bring AI processing directly into devices rather than relying entirely

Everyone talks about GPUs. But who makes sure those increasingly complex chips actually work? $Teradyne(TER)$  designs automated test equipment used to test semiconductors, memory and electronics, while also operating an advanced robotics business. In other words, it sits further down the AI hardware chain — helping test the chips and systems powering the next generation of computing.  And the numbers are getting interesting. Teradyne reported $1.329B of Q2 2026 revenue, up 104% year over year, with Semiconductor Test generating $1.122B. The company said AI-related demand was a key driver, including strength in memory.  Now it is pushing further into the AI ecosystem, with new testing solutions aimed at next-generation memory and AI/dat

I'd watch Hyperscaler AI capex.

I’d pick A. 💻 GPU depreciation and resale value. It’s an underappreciated part of the AI spending story. If GPU values fall faster than expected, the economics of AI data centres could look very different — especially when companies are constantly upgrading to newer hardware.

B — Hyperscaler AI capex. The biggest question for me is whether spending keeps accelerating or starts getting more selective. That could have a major ripple effect across GPUs, networking, data centres and the wider AI supply chain.

Thank you @TigerStars for the gold brick! $NVIDIA(NVDA)$  also thanks to Mr Jensen Huang who made this possible. 😝

$NVIDIA(NVDA)$’s GPUs already power much of the AI boom. Now the company wants Wall Street to view them differently: not simply as technology hardware, but as productive assets that can help support billions of dollars of debt. NVIDIA is working with major financial institutions on an initiative aimed at enabling as much as $500 billion of AI infrastructure financing. The broader idea is to bring institutional capital into AI data centers and make NVIDIA-powered computing infrastructure more financeable. That creates a new question for investors: Can an expensive GPU become collateral — and will it hold enough value for Wall Street to lend against it? 🏗️ Why Does NVIDIA Need Wall Street? The AI boom is becoming extraordinarily capi

I hate to admit it but one of my favourites - $SoFi Technologies Inc.(SOFI)$ shares have had a dreadful 2026, so far. As of 01 Oct 2026 intraday, the online bank's stock is trading down -42.92% YTD and are -50% off its peak. (see below) As of 01 Oct 2026 intraday This downturn occurred despite the business has performed well. If you have had your eye on SoFi as a long-term investment (like me), it is worth taking a closer look. Below is one reason why there is never a better time to own this fintech stock. It's all about growth. The most exciting part of SoFi is its impressive growth. Its numbers resemble an early-stage technology business more than a bank. Adjusted net revenue rose by +41% YoY in Q2 2026, with adjusted net income up +65%. SoFi's

The S&P 500 Q4 Outlook points to continued momentum as the index tracks toward its fourth consecutive year of double-digit gains, supported heavily by artificial intelligence infrastructure spending and strong corporate earnings. So we might want to ask ourselves will Q4 be different from how we handle our investment or trades from other quarters. In this article, I would like to share my view on what I think is driving the Q4 outlook, and what are the areas that investors should put more focus on? What is driving the Q4 2026 outlook? Earnings Momentum: Analysts estimate robust year-over-year earnings growth of roughly 26.8% for Q4 2026. AI Infrastructure: Heavy corporate capital expenditure on AI continues to fruit strong revenue and monetization signals. Seasonal Tailwinds: Historica

B for me. Singapore has strong advantages in infrastructure, regulation, connectivity, capital and its ability to attract global companies and talent. That gives it a credible chance of becoming one of Asia’s major AI hubs. However, competition from China, Japan, South Korea, India and other regional economies will be intense. Singapore’s smaller population also means developing and attracting enough AI talent will be crucial. I would consider moving into an AI-related career, especially a role combining AI with my existing expertise rather than starting completely from scratch. I think AI literacy will increasingly become valuable across almost every industry, not just technology. 🤖🇸🇬

$AEM SGD(AWX.SI)$  $14 Target Price. --Overview of AEM Holdings (AWX.SI)-- AEM is described as Singapore's largest independent semiconductor test-equipment player, supplying burn-in, wafer test and system-level test (SLT) equipment aimed at AI high-performance chips, and one of the few local firms with in-house equipment R&D capability . The industry logic behind this: as AI chips get larger, pin counts surge and HBM stacking layers increase, single-chip test time lengthens sharply, and high-end test interfaces shift from a "durable device" to a high-frequency consumable. When leading vendors start locking up probe card and test socket capacity at premium prices, it signals the AI hardware bottleneck has migrat

I think Singapore has a real opportunity to become a major AI hub in Asia. With Databricks, OpenAI, Anthropic and $Alphabet(GOOGL)$ expanding here, it is increasingly about building an ecosystem where AI companies, startups, research and talent can grow together. For me, the most interesting part is the potential job creation. AI may replace some repetitive tasks, but it can also create opportunities across engineering, data, cloud infrastructure, cybersecurity and consulting. People who combine technical knowledge with business skills could become increasingly valuable. As someone already in engineering, I see this as an opportunity. I would not necessarily switch careers completely, but I would keep building AI skills and look for ways to co

U.S. major stock indexes edged slightly higher on October 1, 2026, marking a resilient start to fourth-quarter trading as benchmark Treasury yields experienced a much-needed pullback from multi-decade highs. We saw $S&P 500(.SPX)$ S&P 500 managed to close higher by 0.19%, both $NASDAQ(.IXIC)$ and DJIA was up slightly by 0.04%, Russell 2000 was up by 0.33%. In this article, we seek to provide an exhaustive assessment of equity index resilience following Treasury yield pullbacks, monetary policy trajectories, and tactical Q4 portfolio repositioning. 1. Key Drivers and Macro Trends at the Start of Q4 2026 The transition into Q4 2026 is defined by a delicate tug-of-war between resilient economic grow

$Accenture PLC(ACN)$  is my Stock of the Day to watch after a surprisingly strong earnings reaction. The interesting part isn’t simply that earnings beat expectations. It’s what the results say about the debate around AI and the future of consulting and technology services. For a while, one of the big questions around companies like Accenture has been pretty straightforward: If AI can automate more work, won’t businesses eventually need fewer consultants and technology professionals? Yesterday’s results offered a different data point. Accenture reported Q4 revenue of $18.68 billion, above expectations, while adjusted EPS came in at $3.29. The company also reported $22.17 billion in quarterly bookings and a record $84.5 billion of bookings

$Rocket Lab USA, Inc.(RKLB)$   just gave investors another reason to watch the space sector. The company has signed its largest-ever commercial Electron launch contract: 20 additional missions for Japanese Earth-observation company Synspective, scheduled between 2028 and 2031. The deal brings Synspective’s total contracted Electron missions to 47 and pushes Rocket Lab’s overall launch backlog above 100 missions.  That’s the part I find interesting. Space stocks are often valued on what they might accomplish years from now. Rocket Lab is increasingly showing actual commercial demand today. The company isn’t just launching rockets. It is building a broader space business covering launch services, satellites, components and national-s