Intel delivered far stronger-than-expected sales guidance. A year ago, the market was asking if Intel could survive. Now, it’s asking whether Intel has enough capacity. The company stated that June-quarter revenue is expected at $13.8B–$14.8B, versus analyst expectations of $13B.

Normal, everything is good

Google has introduced TPU 8t (training) and TPU 8i (inference): splitting training and inference for the first time TPU 8t: 2.8x performance at the same cost, +124% performance per watt; Supports up to 9,600 chips in a supercomputing cluster TPU 8i: +80% performance; 384MB on-chip SRAM (3x previous generation); Optimized for low-latency multi-agent inference

On Monday, $Apple(AAPL)$ officially announced that Tim Cook will step down as CEO effective September 1 this year and transition to the role of Executive Chairman. His successor will be John Ternus, Apple’s current Senior Vice President of Hardware Engineering. This is Apple’s first CEO transition since 2011, and the timing—right before earnings season—makes it especially intriguing.

Regarding the options market, a total volume of 55,400,989 contracts was traded, down 36% from the previous trading day. Ondas Holdings shares jumped 7.3% on Monday. Ondas announced its subsidiary 4M Defense received a $10 million order as part of a $50 million demining program for Israel’s eastern border. The contract represents the initial phase of a broader $1.7 billion Eastern Border Security Barrier initiative led by the Israeli Ministry of Defense.

Deutsche Bank expects S&P 500 Q1 EPS growth of 19%, the fastest in four years, marking the sixth consecutive quarter of double-digit growth. Even more unusually, analysts are already forecasting strong growth before earnings season begins — historically rare, as expectations are usually set low first

$Solidion Technology Inc.(STI)$ : +0.85% to 4,989.41, a modest relief rally led by advertising (+20.14%) and semiconductor equipment (+19.17%) as easing Middle East tensions lifted regional sentiment, though gains were capped by selective positioning on property exposure.

Good, US stocks performing well

Goldman’s overall forecast for 1Q26 is: quarter-on-quarter recovery, but mild year-on-year pressure. Three numbers will determine the direction of share prices on earnings day: the actual decline in net interest income (NII), the resilience of wealth management fees and cost of credit (CoC) The main drag is structural net interest margin (NIM) compression. Both SORA (Singapore Overnight Rate Average) and HIBOR (Hong Kong Interbank Offered Rate) have moved lower, putting unavoidable pressure on the big three banks’ NII

For the past twenty years, U.S. retail investors were divided into two classes: Account > $25,000: You were free, with unlimited intraday trading. Account < $25,000: You were labeled as a “PDT” trader, allowed only 4 round trips within 5 days, and violations could result in account restrictions.

Top 10 bullish stocks: Tesla Motors, NVIDIA, Micron Technology, Rivian Automotive, Inc., Bank of America, Advanced Micro Devices, Microsoft, Palantir Technologies Inc., Broadcom, Meta Platforms, Inc.

1) “80% of gains happen in 20% of the time. If you miss the strongest phases, your returns shrink significantly. You cannot avoid every downturn.” This logic isn’t about reckless risk-taking — it reflects a harsh historical truth: Most people endure the full drawdown, cut losses at the bottom, and then miss the rebound. Avoiding crashes is good, but missing the rally can be even more costly — because gains are non-linear and concentrated.

Oiltek International, Koh Brothers Eco Engineering (KBE), Koh Brothers : Property player Koh Brothers rejected a new shareholder attempt to force the company to distribute its stake in Oiltek on the basis that it is not in the group’s best interest. Koh Brothers said on Monday that its board will not put the shareholders’ proposed resolution – to get its 54.8 per cent-owned unit KBE to distribute its Oiltek shares – to a vote at its upcoming annual general meeting. Oiltek shares closed 3.5 per cent up at S$2.08 on Monday, KBE shares ended 14.8 per cent up at S$0.132 and Koh Brothers shares ended Monday 5.7 per cent up at S$0.37.

The revenue is already in (+45% YoY in March). Now, it’s about the "AI moat." Bernstein has a $351 PT. Why? Because AI demand from Nvidia/Apple is so hungry it’s eating up the slack from weak smartphone sales.

JPM, Goldman, the OFC data: The AI infrastructure buildout is accelerating, not slowing. CPO and OCS are no longer 2028 stories — they're 2H 2026 revenue. The market is still pricing these companies like boring legacy optical hardware companies. That's the mispricing. Memory started repricing six months ago. Optical is repricing now.

Very good, earn quite well

OpenAI’s Revenue Pivot: CRO Diane Drexel revealed that enterprise business now accounts for over 40% of OpenAI’s revenue, on track to match consumer revenue by year-end. With Codex hitting 3 million weekly active users, the message is clear: the AI giants are eating the lunch of traditional dev-tool and enterprise software firms.

As ceasefire rumors sent oil prices tumbling, the long-suppressed bullish sentiment exploded. Rumor has it that Barron cleared $950 million shorting crude—a massive win that signals the market's pivot back to the "disinflation" narrative

The Industrials and Consumer sectors were the stars of the show. ST Engineering and Wilmar International led the blue-chip charge, while AEM (the MVP of mid-caps) delivered a jaw-dropping 142.4% return in just three months!

Virgin Galactic (SPCE) surged 24.8% amid SpaceX IPO speculation, driving options volume up 149% to 167,313 contracts (91% calls), with significant trading in $7 strike calls expiring July 17.