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tupac
04-29 22:37
To The moon - Become a Contributor
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To The moon - Become a Contributor
tupac
04-29 22:22
$Greenwoods Holdings(BK4503)$
tupac
04-29 13:04
Good
Amazon Is Back in Wall Street’s Good Graces. Here’s What Will Determine Whether It Stays There
tupac
04-29 12:58
$ARM Holdings(ARM)$
tupac
04-29 11:33
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DBS Earnings Coming Up, 3 Key Developments to Watch This Earnings Season
tupac
04-29 10:12
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Oil Prices Hit $110 While Stocks Waver On Iran Impasse
tupac
04-28 17:57
$GraniteShares 2x Short NVDA Daily ETF(NVD)$
$Tesla Motors(TSLA)$
tupac
04-28 17:54
$GraniteShares 2x Short NVDA Daily ETF(NVD)$
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Start posting and stand a chance to get cool rewards","listText":"Find out more here:<a href=\"https://tigr.link/s/80FinXd\">To The moon - Become a Contributor</a> Click to view this week's hot topics! Start posting and stand a chance to get cool rewards","text":"Find out more here:To The moon - Become a Contributor Click to view this week's hot topics! Start posting and stand a chance to get cool rewards","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558865234035664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558861271236912,"gmtCreate":1777472527900,"gmtModify":1777472530280,"author":{"id":"4216856475451052","authorId":"4216856475451052","name":"tupac","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216856475451052","idStr":"4216856475451052"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BK4503\">$Greenwoods Holdings(BK4503)$ </a> ","listText":"<a href=\"https://ttm.financial/S/BK4503\">$Greenwoods Holdings(BK4503)$ </a> ","text":"$Greenwoods Holdings(BK4503)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558861271236912","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558724545282200,"gmtCreate":1777439060494,"gmtModify":1777439064174,"author":{"id":"4216856475451052","authorId":"4216856475451052","name":"tupac","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216856475451052","idStr":"4216856475451052"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558724545282200","repostId":"2631580197","repostType":2,"repost":{"id":"2631580197","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1777435200,"share":"https://ttm.financial/m/news/2631580197?lang=en_US&edition=fundamental","pubTime":"2026-04-29 12:00","market":"us","language":"en","title":"Amazon Is Back in Wall Street’s Good Graces. Here’s What Will Determine Whether It Stays There","url":"https://stock-news.laohu8.com/highlight/detail?id=2631580197","media":"Dow Jones","summary":"OpenAI, Anthropic and Meta Platforms are just a few of the companies relying on Amazon for support.","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> started to win back Wall Street after showing improvement in its cloud growth three months ago. Now, investors will be looking to see if that momentum has sustained.</p><p style=\"text-align: start;\">Amazon Web Services has become a juggernaut, especially as Amazon has centered its focus — and wallet — on artificial intelligence. The company has forecast some $200 billion in capital expenditures this year, primarily to boost its ability to meet what it sees as significant demand for AI services.</p><p>Wall Street sees Amazon’s first-quarter revenue coming in at $177 billion, up almost 14% from a year earlier, according to FactSet estimates. Amazon Web Services would account for almost $37 billion in revenue, or about 25% more than it brought home in the March quarter of 2025, according to FactSet. Sales for the AWS division grew 24% year over year in the final quarter of 2025.</p><p>Showing that AWS is further accelerating will be “pivotal” in demonstrating whether Amazon can deliver enough growth to justify its spending, RBC Capital Markets analyst Brad Erickson said in a note to clients this week. He rates Amazon at outperform with a $300-per-share price target. </p><p>Several analysts have noted that investors want to see if Amazon can maintain AWS operating margin above 30%, while also showing growth. The division’s margin grew to 35% in last year’s December quarter, AWS’s second consecutive period of growth. </p><p style=\"text-align: start;\">“We believe the area of focus among investors remains AWS, which we expect will show a sequential acceleration,” Truist’s Youssef Squali said in an April 17 note, as the analyst reiterated a buy rating and $285-a-share price target.</p><p style=\"text-align: start;\">In a letter to shareholders this month, Amazon CEO Andy Jassy said that the AI revenue run rate for AWS was over $15 billion in the first quarter of 2026. Jassy also revealed that Amazon’s custom-chip business has exceeded a $20 billion annualized run rate. </p><p style=\"text-align: start;\">After ChatGPT maker OpenAI announced new terms in its agreement with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, Jassy cheered the move. On Tuesday, Amazonformally announcedthat OpenAI’s latest models as well as AI agents would be made available through AWS’s Bedrock.</p><p>“The creative coup to bring OpenAI ‘stateful’ models onto AWS reduces the Anthropic customer-concentration risk,” Bernstein’s Mark Shmulik said in a recent note to clients.</p><p>Amazon has invested in both OpenAI and its rival Anthropic, in turn receiving major commitments from the companies to secure access to Amazon’s Trainium chips. Other major companies, including <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, are alsoleaningon Amazon’s chip business for support.</p><p style=\"text-align: start;\">Amazon’s stock is up by more than 12% year to date. That’s largely thanks to a 24% increase over the last month driven by Jassy’s letter, which helped renew investors’ confidence.</p><h3 id=\"id_757345440\" style=\"text-align: start;\">Spending is booming. So are concerns.</h3><p style=\"text-align: start;\">Not all investors have been sold by the major spending plans proposed by Amazon and its fellow AI hyperscalers.</p><p style=\"text-align: start;\">Combined, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Meta and Amazon are expected to spend up to $520 billion in 2026, mostly on AI ventures. Microsoft is expected to book $107 billion in capex in its 2026 fiscal year, which ends in June, according to FactSet. All four companies report earnings on Wednesday.</p><p style=\"text-align: start;\">Although Amazon shares dropped shortly after the company revealed its spending plans, Bernstein’s Shmulik said investors have since “made peace” with it. He said in an April 23 note to investors that much of the capex will be monetized in 2027 and 2028, and that the “real debate” is what Amazon plans to do next year.</p><p style=\"text-align: start;\">Semiconductor analysts, he noted, expect Amazon to grow its spending by 50% to 60%, while internet analysts lean closer to 30% growth in 2027. At the high end of those predictions, Amazon’s capex could grow to $320 billion in 2027. According to FactSet, Wall Street overall expects capex of just $209 billion.</p><p style=\"text-align: start;\">“If the semis camp is correct, the question isn’t whether today’s capacity generates returns — it’s whether investors can underwrite another (and another?) year (years?) of step-change capex spending with no clear finish line,” wrote Shmulik, who rates Amazon at overweight with a $300-per-share price target. </p><p style=\"text-align: start;\">On the other hand, that much spending will make it difficult for rivals to keep up. After all, not many companies can afford to throw that much cash around, which will likely require Amazon to take on additional debt.</p><p>Evercore ISI analysts have said they “would not be surprised” if Amazon increases its capex guidance, since agentic AI has proven popular. On Tuesday, Amazon unveiled a handful of new agentic AI products.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Is Back in Wall Street’s Good Graces. Here’s What Will Determine Whether It Stays There</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Is Back in Wall Street’s Good Graces. Here’s What Will Determine Whether It Stays There\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-29 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> started to win back Wall Street after showing improvement in its cloud growth three months ago. Now, investors will be looking to see if that momentum has sustained.</p><p style=\"text-align: start;\">Amazon Web Services has become a juggernaut, especially as Amazon has centered its focus — and wallet — on artificial intelligence. The company has forecast some $200 billion in capital expenditures this year, primarily to boost its ability to meet what it sees as significant demand for AI services.</p><p>Wall Street sees Amazon’s first-quarter revenue coming in at $177 billion, up almost 14% from a year earlier, according to FactSet estimates. Amazon Web Services would account for almost $37 billion in revenue, or about 25% more than it brought home in the March quarter of 2025, according to FactSet. Sales for the AWS division grew 24% year over year in the final quarter of 2025.</p><p>Showing that AWS is further accelerating will be “pivotal” in demonstrating whether Amazon can deliver enough growth to justify its spending, RBC Capital Markets analyst Brad Erickson said in a note to clients this week. He rates Amazon at outperform with a $300-per-share price target. </p><p>Several analysts have noted that investors want to see if Amazon can maintain AWS operating margin above 30%, while also showing growth. The division’s margin grew to 35% in last year’s December quarter, AWS’s second consecutive period of growth. </p><p style=\"text-align: start;\">“We believe the area of focus among investors remains AWS, which we expect will show a sequential acceleration,” Truist’s Youssef Squali said in an April 17 note, as the analyst reiterated a buy rating and $285-a-share price target.</p><p style=\"text-align: start;\">In a letter to shareholders this month, Amazon CEO Andy Jassy said that the AI revenue run rate for AWS was over $15 billion in the first quarter of 2026. Jassy also revealed that Amazon’s custom-chip business has exceeded a $20 billion annualized run rate. </p><p style=\"text-align: start;\">After ChatGPT maker OpenAI announced new terms in its agreement with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, Jassy cheered the move. On Tuesday, Amazonformally announcedthat OpenAI’s latest models as well as AI agents would be made available through AWS’s Bedrock.</p><p>“The creative coup to bring OpenAI ‘stateful’ models onto AWS reduces the Anthropic customer-concentration risk,” Bernstein’s Mark Shmulik said in a recent note to clients.</p><p>Amazon has invested in both OpenAI and its rival Anthropic, in turn receiving major commitments from the companies to secure access to Amazon’s Trainium chips. Other major companies, including <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, are alsoleaningon Amazon’s chip business for support.</p><p style=\"text-align: start;\">Amazon’s stock is up by more than 12% year to date. That’s largely thanks to a 24% increase over the last month driven by Jassy’s letter, which helped renew investors’ confidence.</p><h3 id=\"id_757345440\" style=\"text-align: start;\">Spending is booming. So are concerns.</h3><p style=\"text-align: start;\">Not all investors have been sold by the major spending plans proposed by Amazon and its fellow AI hyperscalers.</p><p style=\"text-align: start;\">Combined, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Meta and Amazon are expected to spend up to $520 billion in 2026, mostly on AI ventures. Microsoft is expected to book $107 billion in capex in its 2026 fiscal year, which ends in June, according to FactSet. All four companies report earnings on Wednesday.</p><p style=\"text-align: start;\">Although Amazon shares dropped shortly after the company revealed its spending plans, Bernstein’s Shmulik said investors have since “made peace” with it. He said in an April 23 note to investors that much of the capex will be monetized in 2027 and 2028, and that the “real debate” is what Amazon plans to do next year.</p><p style=\"text-align: start;\">Semiconductor analysts, he noted, expect Amazon to grow its spending by 50% to 60%, while internet analysts lean closer to 30% growth in 2027. At the high end of those predictions, Amazon’s capex could grow to $320 billion in 2027. According to FactSet, Wall Street overall expects capex of just $209 billion.</p><p style=\"text-align: start;\">“If the semis camp is correct, the question isn’t whether today’s capacity generates returns — it’s whether investors can underwrite another (and another?) year (years?) of step-change capex spending with no clear finish line,” wrote Shmulik, who rates Amazon at overweight with a $300-per-share price target. </p><p style=\"text-align: start;\">On the other hand, that much spending will make it difficult for rivals to keep up. After all, not many companies can afford to throw that much cash around, which will likely require Amazon to take on additional debt.</p><p>Evercore ISI analysts have said they “would not be surprised” if Amazon increases its capex guidance, since agentic AI has proven popular. On Tuesday, Amazon unveiled a handful of new agentic AI products.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2631580197","content_text":"Amazon.com started to win back Wall Street after showing improvement in its cloud growth three months ago. Now, investors will be looking to see if that momentum has sustained.Amazon Web Services has become a juggernaut, especially as Amazon has centered its focus — and wallet — on artificial intelligence. The company has forecast some $200 billion in capital expenditures this year, primarily to boost its ability to meet what it sees as significant demand for AI services.Wall Street sees Amazon’s first-quarter revenue coming in at $177 billion, up almost 14% from a year earlier, according to FactSet estimates. Amazon Web Services would account for almost $37 billion in revenue, or about 25% more than it brought home in the March quarter of 2025, according to FactSet. Sales for the AWS division grew 24% year over year in the final quarter of 2025.Showing that AWS is further accelerating will be “pivotal” in demonstrating whether Amazon can deliver enough growth to justify its spending, RBC Capital Markets analyst Brad Erickson said in a note to clients this week. He rates Amazon at outperform with a $300-per-share price target. Several analysts have noted that investors want to see if Amazon can maintain AWS operating margin above 30%, while also showing growth. The division’s margin grew to 35% in last year’s December quarter, AWS’s second consecutive period of growth. “We believe the area of focus among investors remains AWS, which we expect will show a sequential acceleration,” Truist’s Youssef Squali said in an April 17 note, as the analyst reiterated a buy rating and $285-a-share price target.In a letter to shareholders this month, Amazon CEO Andy Jassy said that the AI revenue run rate for AWS was over $15 billion in the first quarter of 2026. Jassy also revealed that Amazon’s custom-chip business has exceeded a $20 billion annualized run rate. After ChatGPT maker OpenAI announced new terms in its agreement with Microsoft, Jassy cheered the move. On Tuesday, Amazonformally announcedthat OpenAI’s latest models as well as AI agents would be made available through AWS’s Bedrock.“The creative coup to bring OpenAI ‘stateful’ models onto AWS reduces the Anthropic customer-concentration risk,” Bernstein’s Mark Shmulik said in a recent note to clients.Amazon has invested in both OpenAI and its rival Anthropic, in turn receiving major commitments from the companies to secure access to Amazon’s Trainium chips. Other major companies, including Meta Platforms, are alsoleaningon Amazon’s chip business for support.Amazon’s stock is up by more than 12% year to date. That’s largely thanks to a 24% increase over the last month driven by Jassy’s letter, which helped renew investors’ confidence.Spending is booming. So are concerns.Not all investors have been sold by the major spending plans proposed by Amazon and its fellow AI hyperscalers.Combined, Alphabet, Meta and Amazon are expected to spend up to $520 billion in 2026, mostly on AI ventures. Microsoft is expected to book $107 billion in capex in its 2026 fiscal year, which ends in June, according to FactSet. All four companies report earnings on Wednesday.Although Amazon shares dropped shortly after the company revealed its spending plans, Bernstein’s Shmulik said investors have since “made peace” with it. He said in an April 23 note to investors that much of the capex will be monetized in 2027 and 2028, and that the “real debate” is what Amazon plans to do next year.Semiconductor analysts, he noted, expect Amazon to grow its spending by 50% to 60%, while internet analysts lean closer to 30% growth in 2027. At the high end of those predictions, Amazon’s capex could grow to $320 billion in 2027. According to FactSet, Wall Street overall expects capex of just $209 billion.“If the semis camp is correct, the question isn’t whether today’s capacity generates returns — it’s whether investors can underwrite another (and another?) year (years?) of step-change capex spending with no clear finish line,” wrote Shmulik, who rates Amazon at overweight with a $300-per-share price target. On the other hand, that much spending will make it difficult for rivals to keep up. After all, not many companies can afford to throw that much cash around, which will likely require Amazon to take on additional debt.Evercore ISI analysts have said they “would not be surprised” if Amazon increases its capex guidance, since agentic AI has proven popular. On Tuesday, Amazon unveiled a handful of new agentic AI products.","news_type":1,"symbols_score_info":{"AZYY":0.6,"AMZZ":0.6,"CHAT":0.78,"AMZY":0.6,"AMZN":1.98,"AMZW":0.6,"AIPO":0.78,"AMZP":0.6,"AMZU":0.6,"ARTY":0.78,"AGIX":0.78,"AMZD":0.6}},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558722805145944,"gmtCreate":1777438729746,"gmtModify":1777438732234,"author":{"id":"4216856475451052","authorId":"4216856475451052","name":"tupac","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216856475451052","idStr":"4216856475451052"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$ </a><v-v data-views=\"1\"></v-v> ","text":"$ARM Holdings(ARM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558722805145944","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558702051578984,"gmtCreate":1777433584212,"gmtModify":1777436440815,"author":{"id":"4216856475451052","authorId":"4216856475451052","name":"tupac","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216856475451052","idStr":"4216856475451052"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558702051578984","repostId":"2631919530","repostType":2,"repost":{"id":"2631919530","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1777432777,"share":"https://ttm.financial/m/news/2631919530?lang=en_US&edition=fundamental","pubTime":"2026-04-29 11:19","market":"sg","language":"en","title":"DBS Earnings Coming Up, 3 Key Developments to Watch This Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2631919530","media":"Tiger Newspress","summary":"With DBS reporting its first quarter results on 30 April, here are three developments income investors should watch when Singapore’s largest bank opens the books.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/D05.SI\">DBS</a> will release its 2026 first quarter (1Q2026) results report on April 30, 2026.</p><p>As the largest bank in Singapore, it is facing two completely opposite challenges at the beginning of the new fiscal year.</p><p>On one hand, the lower benchmark interest rates in Singapore and Hong Kong have been having an adverse effect on the net interest margin (NIM) until the end of the 2025 fiscal year.</p><p>On the other hand, its wealth management business has reached a record scale and is operating well, successfully offsetting the impact of the declining interest rates.</p><p>Against this backdrop, the data for the first quarter of 2026 will for the first time clearly reflect the specific manifestations of these factors in the real world.</p><p>Here are three important developments that three dividend investors should pay attention to when DBS releases the report on April 30.</p><h2 id=\"id_3742362197\">1. NIM: Has the bleeding stopped?</h2><p>For FY2025, DBS’s group NIM narrowed 12 basis points year on year (YoY) to 2.01%, reflecting the decline in Singapore and Hong Kong benchmark rates. </p><p>The compression pulled net interest income (NII) growth down to just 1% YoY, even as the bank hit a record S$14.5 billion on that line.</p><p>Proactive balance sheet hedging and record deposit growth cushioned some of the damage. </p><p>Net customer loans still climbed 3% YoY to S$445 billion, with broad-based growth in corporate and wealth management loans. </p><p>Asset quality held up, with the non-performing loan (NPL) ratio improving to 1.0% from 1.1% a year ago.</p><p>The 1Q2026 results will show investors whether NIM has stabilised around the 2.0% mark or slipped further. </p><p>Management’s hedging strategy has been credited with smoothing the glide path, but hedges roll off over time. </p><p>A steadying NIM – even at lower levels – would suggest the worst of the rate compression is largely behind the bank. </p><p>A further step-down would raise questions about how long balance sheet management can keep cushioning the impact.</p><h2 id=\"id_111275182\">2. Wealth management: Can the fee engine keep revving?</h2><p>Wealth management was the standout story of FY2025, and arguably the more important structural development for DBS’s longer-term earnings mix.</p><p>Wealth management fees surged 29% YoY to a record S$2.8 billion, helping net fee and commission income jump 18% to S$4.9 billion. </p><p>Markets trading income added another leg of support, rising 49% to S$1.4 billion – its highest level since 2021. </p><p>Together, non-interest income climbed 7% YoY to S$8.4 billion.</p><p>The backdrop is a wealth franchise now operating at genuine scale. </p><p>Wealth assets under management (AUM) reached a record S$488 billion as at 31 December 2025.</p><p>The question for the quarter is whether wealth inflows and trading income have carried momentum into the new year. </p><p>A continuation of double-digit fee growth would signal the franchise is durable beyond any one-off market conditions. </p><p>A sharp deceleration – particularly in markets trading, which tends to be more volatile – would suggest the FY2025 non-interest income tailwind was closer to a cyclical peak.</p><p>Fee and trading income are higher-quality contributors to dividend coverage than rate-driven NII, which makes this line the most important structural tell for income investors.</p><h2 id=\"id_2285122371\">3. Capital return dividend: The first test of the three-year commitment</h2><p>DBS declared total dividends of S$3.06 per share for FY2025, comprising S$2.46 in ordinary dividends and S$0.60 in capital return dividends — a 38% increase YoY. </p><p>Management signalled that the capital return component would be maintained for FY2026 and FY2027, barring unforeseen circumstances.</p><p>At a share price of S$56.79, that translates to a trailing total yield of approximately 5.4%.</p><p>1Q2026 will be the first quarterly reading under the new dividend framework. </p><p>The question is whether the capital return is declared in line with the signalled pace – a clear confidence signal – or whether management adds qualifiers hinting at caution.</p><p>The backdrop is not trivial. </p><p>FY2025 reported net profit dipped 3% YoY to S$10.9 billion, weighed down by the implementation of the 15% global minimum tax. </p><p>Return on equity (ROE) of 16.2% remains strong, and profit before allowances still climbed 2% to S$13.7 billion with the cost-to-income ratio steady at 40%. </p><p>Still, the tax drag sets a lower earnings baseline against which the capital return is being sustained.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DBS Earnings Coming Up, 3 Key Developments to Watch This Earnings Season</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDBS Earnings Coming Up, 3 Key Developments to Watch This Earnings Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-04-29 11:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/D05.SI\">DBS</a> will release its 2026 first quarter (1Q2026) results report on April 30, 2026.</p><p>As the largest bank in Singapore, it is facing two completely opposite challenges at the beginning of the new fiscal year.</p><p>On one hand, the lower benchmark interest rates in Singapore and Hong Kong have been having an adverse effect on the net interest margin (NIM) until the end of the 2025 fiscal year.</p><p>On the other hand, its wealth management business has reached a record scale and is operating well, successfully offsetting the impact of the declining interest rates.</p><p>Against this backdrop, the data for the first quarter of 2026 will for the first time clearly reflect the specific manifestations of these factors in the real world.</p><p>Here are three important developments that three dividend investors should pay attention to when DBS releases the report on April 30.</p><h2 id=\"id_3742362197\">1. NIM: Has the bleeding stopped?</h2><p>For FY2025, DBS’s group NIM narrowed 12 basis points year on year (YoY) to 2.01%, reflecting the decline in Singapore and Hong Kong benchmark rates. </p><p>The compression pulled net interest income (NII) growth down to just 1% YoY, even as the bank hit a record S$14.5 billion on that line.</p><p>Proactive balance sheet hedging and record deposit growth cushioned some of the damage. </p><p>Net customer loans still climbed 3% YoY to S$445 billion, with broad-based growth in corporate and wealth management loans. </p><p>Asset quality held up, with the non-performing loan (NPL) ratio improving to 1.0% from 1.1% a year ago.</p><p>The 1Q2026 results will show investors whether NIM has stabilised around the 2.0% mark or slipped further. </p><p>Management’s hedging strategy has been credited with smoothing the glide path, but hedges roll off over time. </p><p>A steadying NIM – even at lower levels – would suggest the worst of the rate compression is largely behind the bank. </p><p>A further step-down would raise questions about how long balance sheet management can keep cushioning the impact.</p><h2 id=\"id_111275182\">2. Wealth management: Can the fee engine keep revving?</h2><p>Wealth management was the standout story of FY2025, and arguably the more important structural development for DBS’s longer-term earnings mix.</p><p>Wealth management fees surged 29% YoY to a record S$2.8 billion, helping net fee and commission income jump 18% to S$4.9 billion. </p><p>Markets trading income added another leg of support, rising 49% to S$1.4 billion – its highest level since 2021. </p><p>Together, non-interest income climbed 7% YoY to S$8.4 billion.</p><p>The backdrop is a wealth franchise now operating at genuine scale. </p><p>Wealth assets under management (AUM) reached a record S$488 billion as at 31 December 2025.</p><p>The question for the quarter is whether wealth inflows and trading income have carried momentum into the new year. </p><p>A continuation of double-digit fee growth would signal the franchise is durable beyond any one-off market conditions. </p><p>A sharp deceleration – particularly in markets trading, which tends to be more volatile – would suggest the FY2025 non-interest income tailwind was closer to a cyclical peak.</p><p>Fee and trading income are higher-quality contributors to dividend coverage than rate-driven NII, which makes this line the most important structural tell for income investors.</p><h2 id=\"id_2285122371\">3. Capital return dividend: The first test of the three-year commitment</h2><p>DBS declared total dividends of S$3.06 per share for FY2025, comprising S$2.46 in ordinary dividends and S$0.60 in capital return dividends — a 38% increase YoY. </p><p>Management signalled that the capital return component would be maintained for FY2026 and FY2027, barring unforeseen circumstances.</p><p>At a share price of S$56.79, that translates to a trailing total yield of approximately 5.4%.</p><p>1Q2026 will be the first quarterly reading under the new dividend framework. </p><p>The question is whether the capital return is declared in line with the signalled pace – a clear confidence signal – or whether management adds qualifiers hinting at caution.</p><p>The backdrop is not trivial. </p><p>FY2025 reported net profit dipped 3% YoY to S$10.9 billion, weighed down by the implementation of the 15% global minimum tax. </p><p>Return on equity (ROE) of 16.2% remains strong, and profit before allowances still climbed 2% to S$13.7 billion with the cost-to-income ratio steady at 40%. </p><p>Still, the tax drag sets a lower earnings baseline against which the capital return is being sustained.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://thesmartinvestor.com.sg/dbs-reports-soon-3-key-developments-to-watch-this-earnings-season/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2631919530","content_text":"DBS will release its 2026 first quarter (1Q2026) results report on April 30, 2026.As the largest bank in Singapore, it is facing two completely opposite challenges at the beginning of the new fiscal year.On one hand, the lower benchmark interest rates in Singapore and Hong Kong have been having an adverse effect on the net interest margin (NIM) until the end of the 2025 fiscal year.On the other hand, its wealth management business has reached a record scale and is operating well, successfully offsetting the impact of the declining interest rates.Against this backdrop, the data for the first quarter of 2026 will for the first time clearly reflect the specific manifestations of these factors in the real world.Here are three important developments that three dividend investors should pay attention to when DBS releases the report on April 30.1. NIM: Has the bleeding stopped?For FY2025, DBS’s group NIM narrowed 12 basis points year on year (YoY) to 2.01%, reflecting the decline in Singapore and Hong Kong benchmark rates. The compression pulled net interest income (NII) growth down to just 1% YoY, even as the bank hit a record S$14.5 billion on that line.Proactive balance sheet hedging and record deposit growth cushioned some of the damage. Net customer loans still climbed 3% YoY to S$445 billion, with broad-based growth in corporate and wealth management loans. Asset quality held up, with the non-performing loan (NPL) ratio improving to 1.0% from 1.1% a year ago.The 1Q2026 results will show investors whether NIM has stabilised around the 2.0% mark or slipped further. Management’s hedging strategy has been credited with smoothing the glide path, but hedges roll off over time. A steadying NIM – even at lower levels – would suggest the worst of the rate compression is largely behind the bank. A further step-down would raise questions about how long balance sheet management can keep cushioning the impact.2. Wealth management: Can the fee engine keep revving?Wealth management was the standout story of FY2025, and arguably the more important structural development for DBS’s longer-term earnings mix.Wealth management fees surged 29% YoY to a record S$2.8 billion, helping net fee and commission income jump 18% to S$4.9 billion. Markets trading income added another leg of support, rising 49% to S$1.4 billion – its highest level since 2021. Together, non-interest income climbed 7% YoY to S$8.4 billion.The backdrop is a wealth franchise now operating at genuine scale. Wealth assets under management (AUM) reached a record S$488 billion as at 31 December 2025.The question for the quarter is whether wealth inflows and trading income have carried momentum into the new year. A continuation of double-digit fee growth would signal the franchise is durable beyond any one-off market conditions. A sharp deceleration – particularly in markets trading, which tends to be more volatile – would suggest the FY2025 non-interest income tailwind was closer to a cyclical peak.Fee and trading income are higher-quality contributors to dividend coverage than rate-driven NII, which makes this line the most important structural tell for income investors.3. Capital return dividend: The first test of the three-year commitmentDBS declared total dividends of S$3.06 per share for FY2025, comprising S$2.46 in ordinary dividends and S$0.60 in capital return dividends — a 38% increase YoY. Management signalled that the capital return component would be maintained for FY2026 and FY2027, barring unforeseen circumstances.At a share price of S$56.79, that translates to a trailing total yield of approximately 5.4%.1Q2026 will be the first quarterly reading under the new dividend framework. The question is whether the capital return is declared in line with the signalled pace – a clear confidence signal – or whether management adds qualifiers hinting at caution.The backdrop is not trivial. FY2025 reported net profit dipped 3% YoY to S$10.9 billion, weighed down by the implementation of the 15% global minimum tax. Return on equity (ROE) of 16.2% remains strong, and profit before allowances still climbed 2% to S$13.7 billion with the cost-to-income ratio steady at 40%. Still, the tax drag sets a lower earnings baseline against which the capital return is being sustained.","news_type":1,"symbols_score_info":{"D05.SI":1.98}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558681774248176,"gmtCreate":1777428726517,"gmtModify":1777428945015,"author":{"id":"4216856475451052","authorId":"4216856475451052","name":"tupac","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216856475451052","idStr":"4216856475451052"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558681774248176","repostId":"2630137985","repostType":2,"repost":{"id":"2630137985","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1777369814,"share":"https://ttm.financial/m/news/2630137985?lang=en_US&edition=fundamental","pubTime":"2026-04-28 17:50","market":"nz","language":"en","title":"Oil Prices Hit $110 While Stocks Waver On Iran Impasse","url":"https://stock-news.laohu8.com/highlight/detail?id=2630137985","media":"Reuters","summary":"Trump unhappy with latest Iranian proposal, official saysBig tech earnings to test strong AI rally in AprilBOJ holds rates; Fed, ECB and BoE also to stand pat this weekSINGAPORE/LONDON, April 28...","content":"<html><head></head><body><ul style=\"\"><li><p>Trump unhappy with latest Iranian proposal, official says</p></li><li><p>Big tech earnings to test strong AI rally in April</p></li><li><p>BOJ holds rates; Fed, ECB and BoE also to stand pat this week</p></li></ul><p>SINGAPORE/LONDON, April 28 (Reuters) - Stocks held their ground and oil rose on Tuesday as investors weighed the stalemate in the Iran conflict, while the yen was steady after a hawkish split at the Bank of Japan underlined fears over the war's impact on inflation.</p><p>The U.S. was reviewing Tehran's latest proposal to resolve the war, even as a U.S. official said President Donald Trump was unhappy with the plan as it did not address Iran's nuclear programme.</p><p>That leaves the two-month-long conflict at an impasse with energy and other supplies through the critical Strait of Hormuz still mainly shut, pushing oil prices above $110 a barrel on Tuesday.</p><p>Brent crude oil surged 3% to $111.50 a barrel, a three-week high, while U.S. oil climbed 3.4% to $99.67.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3716dc9914a58bb87fd6e711684f2431\" tg-width=\"363\" tg-height=\"88\"/></p><p>Oil prices have steadily climbed in recent days as hopes ebb for an imminent peace deal, pushing up bond yields around the world in recent weeks US10YT=RR, DE10YT=RR.</p><p>Futures for the U.S. benchmark S&P 500 stock index ESc1 slipped 0.1% and those for tech-focused Nasdaq NQcv1 fell 0.4%.</p><p>European stocks dipped in early trading but the STOXX 600 .STOXX index was last flat.</p><h2 id=\"id_543829027\">CORPORATE RESULTS ROLL IN</h2><p>"Earnings season has helped markets look through the disruption, but the longer key oil flows remain constrained, the greater the risk that higher energy costs begin to bite," said Matt Britzman, senior equity analyst at Hargreaves Lansdown.</p><p>The U.S. S&P 500 .SPX hit another record on Monday after rising for four weeks on optimism over a possible peace deal and ongoing excitement around AI.</p><p>Investors are focusing this week on earnings from tech giants Microsoft MSFT.O, Alphabet GOOGL.O, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> AMZN.O, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> META.O and Apple AAPL.O which will test the blistering AI-driven rally.</p><p>Elsewhere, the dollar index =USD climbed 0.2% as the pound and euro both slipped by the same amount GBP=D3, EUR=EBS.</p><p>The dollar has been one of the few safe-haven assets during the Iran conflict, although it has given up much of its March gains in the last few weeks.</p><p>"The twists and turns of U.S.-Iran peace negotiations continue to buffet markets," and doubts over the progress of peace talks was pushing the dollar higher, said Nick Rees, head of macro research at Monex Europe.</p><h2 id=\"id_1531940792\">BANK OF JAPAN SPLIT ON RATES</h2><p>The BOJ left short-term rates unchanged on Tuesday at 0.75%, in the first of several central bank meetings this week that could shed light on the impact of the conflict.</p><p>"The 6–3 vote split and the stronger language on future policy adjustment suggest the bar for another hike may be falling," said Charu Chanana, chief investment strategist at Saxo.</p><p>The yen JPY=EBS initially strengthened but was last slightly lower at 159.53 per dollar, putting it near 160. A breach beyond that threshold has markets worried Tokyo might step in to support the currency.</p><p>Japan's Nikkei .N225 stock index fell 1% from a record high hit on Monday.</p><p>Global monetary policy will be in the spotlight this week, with the U.S. Federal Reserve, the Bank of England and the European Central Bank due to announce decisions after the BOJ.</p><p>All are expected to keep rates unchanged but attention will be on comments from policymakers on pricing pressure.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil Prices Hit $110 While Stocks Waver On Iran Impasse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOil Prices Hit $110 While Stocks Waver On Iran Impasse\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-04-28 17:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Trump unhappy with latest Iranian proposal, official says</p></li><li><p>Big tech earnings to test strong AI rally in April</p></li><li><p>BOJ holds rates; Fed, ECB and BoE also to stand pat this week</p></li></ul><p>SINGAPORE/LONDON, April 28 (Reuters) - Stocks held their ground and oil rose on Tuesday as investors weighed the stalemate in the Iran conflict, while the yen was steady after a hawkish split at the Bank of Japan underlined fears over the war's impact on inflation.</p><p>The U.S. was reviewing Tehran's latest proposal to resolve the war, even as a U.S. official said President Donald Trump was unhappy with the plan as it did not address Iran's nuclear programme.</p><p>That leaves the two-month-long conflict at an impasse with energy and other supplies through the critical Strait of Hormuz still mainly shut, pushing oil prices above $110 a barrel on Tuesday.</p><p>Brent crude oil surged 3% to $111.50 a barrel, a three-week high, while U.S. oil climbed 3.4% to $99.67.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3716dc9914a58bb87fd6e711684f2431\" tg-width=\"363\" tg-height=\"88\"/></p><p>Oil prices have steadily climbed in recent days as hopes ebb for an imminent peace deal, pushing up bond yields around the world in recent weeks US10YT=RR, DE10YT=RR.</p><p>Futures for the U.S. benchmark S&P 500 stock index ESc1 slipped 0.1% and those for tech-focused Nasdaq NQcv1 fell 0.4%.</p><p>European stocks dipped in early trading but the STOXX 600 .STOXX index was last flat.</p><h2 id=\"id_543829027\">CORPORATE RESULTS ROLL IN</h2><p>"Earnings season has helped markets look through the disruption, but the longer key oil flows remain constrained, the greater the risk that higher energy costs begin to bite," said Matt Britzman, senior equity analyst at Hargreaves Lansdown.</p><p>The U.S. S&P 500 .SPX hit another record on Monday after rising for four weeks on optimism over a possible peace deal and ongoing excitement around AI.</p><p>Investors are focusing this week on earnings from tech giants Microsoft MSFT.O, Alphabet GOOGL.O, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> AMZN.O, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> META.O and Apple AAPL.O which will test the blistering AI-driven rally.</p><p>Elsewhere, the dollar index =USD climbed 0.2% as the pound and euro both slipped by the same amount GBP=D3, EUR=EBS.</p><p>The dollar has been one of the few safe-haven assets during the Iran conflict, although it has given up much of its March gains in the last few weeks.</p><p>"The twists and turns of U.S.-Iran peace negotiations continue to buffet markets," and doubts over the progress of peace talks was pushing the dollar higher, said Nick Rees, head of macro research at Monex Europe.</p><h2 id=\"id_1531940792\">BANK OF JAPAN SPLIT ON RATES</h2><p>The BOJ left short-term rates unchanged on Tuesday at 0.75%, in the first of several central bank meetings this week that could shed light on the impact of the conflict.</p><p>"The 6–3 vote split and the stronger language on future policy adjustment suggest the bar for another hike may be falling," said Charu Chanana, chief investment strategist at Saxo.</p><p>The yen JPY=EBS initially strengthened but was last slightly lower at 159.53 per dollar, putting it near 160. A breach beyond that threshold has markets worried Tokyo might step in to support the currency.</p><p>Japan's Nikkei .N225 stock index fell 1% from a record high hit on Monday.</p><p>Global monetary policy will be in the spotlight this week, with the U.S. Federal Reserve, the Bank of England and the European Central Bank due to announce decisions after the BOJ.</p><p>All are expected to keep rates unchanged but attention will be on comments from policymakers on pricing pressure.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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Stocks held their ground and oil rose on Tuesday as investors weighed the stalemate in the Iran conflict, while the yen was steady after a hawkish split at the Bank of Japan underlined fears over the war's impact on inflation.The U.S. was reviewing Tehran's latest proposal to resolve the war, even as a U.S. official said President Donald Trump was unhappy with the plan as it did not address Iran's nuclear programme.That leaves the two-month-long conflict at an impasse with energy and other supplies through the critical Strait of Hormuz still mainly shut, pushing oil prices above $110 a barrel on Tuesday.Brent crude oil surged 3% to $111.50 a barrel, a three-week high, while U.S. oil climbed 3.4% to $99.67.Oil prices have steadily climbed in recent days as hopes ebb for an imminent peace deal, pushing up bond yields around the world in recent weeks US10YT=RR, DE10YT=RR.Futures for the U.S. benchmark S&P 500 stock index ESc1 slipped 0.1% and those for tech-focused Nasdaq NQcv1 fell 0.4%.European stocks dipped in early trading but the STOXX 600 .STOXX index was last flat.CORPORATE RESULTS ROLL IN\"Earnings season has helped markets look through the disruption, but the longer key oil flows remain constrained, the greater the risk that higher energy costs begin to bite,\" said Matt Britzman, senior equity analyst at Hargreaves Lansdown.The U.S. S&P 500 .SPX hit another record on Monday after rising for four weeks on optimism over a possible peace deal and ongoing excitement around AI.Investors are focusing this week on earnings from tech giants Microsoft MSFT.O, Alphabet GOOGL.O, Amazon AMZN.O, Meta Platforms META.O and Apple AAPL.O which will test the blistering AI-driven rally.Elsewhere, the dollar index =USD climbed 0.2% as the pound and euro both slipped by the same amount GBP=D3, EUR=EBS.The dollar has been one of the few safe-haven assets during the Iran conflict, although it has given up much of its March gains in the last few weeks.\"The twists and turns of U.S.-Iran peace negotiations continue to buffet markets,\" and doubts over the progress of peace talks was pushing the dollar higher, said Nick Rees, head of macro research at Monex Europe.BANK OF JAPAN SPLIT ON RATESThe BOJ left short-term rates unchanged on Tuesday at 0.75%, in the first of several central bank meetings this week that could shed light on the impact of the conflict.\"The 6–3 vote split and the stronger language on future policy adjustment suggest the bar for another hike may be falling,\" said Charu Chanana, chief investment strategist at Saxo.The yen JPY=EBS initially strengthened but was last slightly lower at 159.53 per dollar, putting it near 160. A breach beyond that threshold has markets worried Tokyo might step in to support the currency.Japan's Nikkei .N225 stock index fell 1% from a record high hit on Monday.Global monetary policy will be in the spotlight this week, with the U.S. Federal Reserve, the Bank of England and the European Central Bank due to announce decisions after the BOJ.All are expected to keep rates unchanged but attention will be on comments from policymakers on pricing pressure.","news_type":1,"symbols_score_info":{"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558442249892256,"gmtCreate":1777370230083,"gmtModify":1777370771717,"author":{"id":"4216856475451052","authorId":"4216856475451052","name":"tupac","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216856475451052","idStr":"4216856475451052"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVD\">$GraniteShares 2x Short NVDA Daily ETF(NVD)$ </a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> ","listText":"<a href=\"https://ttm.financial/S/NVD\">$GraniteShares 2x Short NVDA Daily ETF(NVD)$ </a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> ","text":"$GraniteShares 2x Short NVDA Daily ETF(NVD)$ $Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558442249892256","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558441897346088,"gmtCreate":1777370068333,"gmtModify":1777370099823,"author":{"id":"4216856475451052","authorId":"4216856475451052","name":"tupac","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216856475451052","idStr":"4216856475451052"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVD\">$GraniteShares 2x Short NVDA Daily ETF(NVD)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/NVD\">$GraniteShares 2x Short NVDA Daily ETF(NVD)$ </a><v-v data-views=\"1\"></v-v> ","text":"$GraniteShares 2x Short NVDA Daily ETF(NVD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558441897346088","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":558681774248176,"gmtCreate":1777428726517,"gmtModify":1777428945015,"author":{"id":"4216856475451052","authorId":"4216856475451052","name":"tupac","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216856475451052","idStr":"4216856475451052"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558681774248176","repostId":"2630137985","repostType":2,"repost":{"id":"2630137985","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1777369814,"share":"https://ttm.financial/m/news/2630137985?lang=en_US&edition=fundamental","pubTime":"2026-04-28 17:50","market":"nz","language":"en","title":"Oil Prices Hit $110 While Stocks Waver On Iran Impasse","url":"https://stock-news.laohu8.com/highlight/detail?id=2630137985","media":"Reuters","summary":"Trump unhappy with latest Iranian proposal, official saysBig tech earnings to test strong AI rally in AprilBOJ holds rates; Fed, ECB and BoE also to stand pat this weekSINGAPORE/LONDON, April 28...","content":"<html><head></head><body><ul style=\"\"><li><p>Trump unhappy with latest Iranian proposal, official says</p></li><li><p>Big tech earnings to test strong AI rally in April</p></li><li><p>BOJ holds rates; Fed, ECB and BoE also to stand pat this week</p></li></ul><p>SINGAPORE/LONDON, April 28 (Reuters) - Stocks held their ground and oil rose on Tuesday as investors weighed the stalemate in the Iran conflict, while the yen was steady after a hawkish split at the Bank of Japan underlined fears over the war's impact on inflation.</p><p>The U.S. was reviewing Tehran's latest proposal to resolve the war, even as a U.S. official said President Donald Trump was unhappy with the plan as it did not address Iran's nuclear programme.</p><p>That leaves the two-month-long conflict at an impasse with energy and other supplies through the critical Strait of Hormuz still mainly shut, pushing oil prices above $110 a barrel on Tuesday.</p><p>Brent crude oil surged 3% to $111.50 a barrel, a three-week high, while U.S. oil climbed 3.4% to $99.67.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3716dc9914a58bb87fd6e711684f2431\" tg-width=\"363\" tg-height=\"88\"/></p><p>Oil prices have steadily climbed in recent days as hopes ebb for an imminent peace deal, pushing up bond yields around the world in recent weeks US10YT=RR, DE10YT=RR.</p><p>Futures for the U.S. benchmark S&P 500 stock index ESc1 slipped 0.1% and those for tech-focused Nasdaq NQcv1 fell 0.4%.</p><p>European stocks dipped in early trading but the STOXX 600 .STOXX index was last flat.</p><h2 id=\"id_543829027\">CORPORATE RESULTS ROLL IN</h2><p>"Earnings season has helped markets look through the disruption, but the longer key oil flows remain constrained, the greater the risk that higher energy costs begin to bite," said Matt Britzman, senior equity analyst at Hargreaves Lansdown.</p><p>The U.S. S&P 500 .SPX hit another record on Monday after rising for four weeks on optimism over a possible peace deal and ongoing excitement around AI.</p><p>Investors are focusing this week on earnings from tech giants Microsoft MSFT.O, Alphabet GOOGL.O, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> AMZN.O, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> META.O and Apple AAPL.O which will test the blistering AI-driven rally.</p><p>Elsewhere, the dollar index =USD climbed 0.2% as the pound and euro both slipped by the same amount GBP=D3, EUR=EBS.</p><p>The dollar has been one of the few safe-haven assets during the Iran conflict, although it has given up much of its March gains in the last few weeks.</p><p>"The twists and turns of U.S.-Iran peace negotiations continue to buffet markets," and doubts over the progress of peace talks was pushing the dollar higher, said Nick Rees, head of macro research at Monex Europe.</p><h2 id=\"id_1531940792\">BANK OF JAPAN SPLIT ON RATES</h2><p>The BOJ left short-term rates unchanged on Tuesday at 0.75%, in the first of several central bank meetings this week that could shed light on the impact of the conflict.</p><p>"The 6–3 vote split and the stronger language on future policy adjustment suggest the bar for another hike may be falling," said Charu Chanana, chief investment strategist at Saxo.</p><p>The yen JPY=EBS initially strengthened but was last slightly lower at 159.53 per dollar, putting it near 160. A breach beyond that threshold has markets worried Tokyo might step in to support the currency.</p><p>Japan's Nikkei .N225 stock index fell 1% from a record high hit on Monday.</p><p>Global monetary policy will be in the spotlight this week, with the U.S. Federal Reserve, the Bank of England and the European Central Bank due to announce decisions after the BOJ.</p><p>All are expected to keep rates unchanged but attention will be on comments from policymakers on pricing pressure.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil Prices Hit $110 While Stocks Waver On Iran Impasse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOil Prices Hit $110 While Stocks Waver On Iran Impasse\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-04-28 17:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Trump unhappy with latest Iranian proposal, official says</p></li><li><p>Big tech earnings to test strong AI rally in April</p></li><li><p>BOJ holds rates; Fed, ECB and BoE also to stand pat this week</p></li></ul><p>SINGAPORE/LONDON, April 28 (Reuters) - Stocks held their ground and oil rose on Tuesday as investors weighed the stalemate in the Iran conflict, while the yen was steady after a hawkish split at the Bank of Japan underlined fears over the war's impact on inflation.</p><p>The U.S. was reviewing Tehran's latest proposal to resolve the war, even as a U.S. official said President Donald Trump was unhappy with the plan as it did not address Iran's nuclear programme.</p><p>That leaves the two-month-long conflict at an impasse with energy and other supplies through the critical Strait of Hormuz still mainly shut, pushing oil prices above $110 a barrel on Tuesday.</p><p>Brent crude oil surged 3% to $111.50 a barrel, a three-week high, while U.S. oil climbed 3.4% to $99.67.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3716dc9914a58bb87fd6e711684f2431\" tg-width=\"363\" tg-height=\"88\"/></p><p>Oil prices have steadily climbed in recent days as hopes ebb for an imminent peace deal, pushing up bond yields around the world in recent weeks US10YT=RR, DE10YT=RR.</p><p>Futures for the U.S. benchmark S&P 500 stock index ESc1 slipped 0.1% and those for tech-focused Nasdaq NQcv1 fell 0.4%.</p><p>European stocks dipped in early trading but the STOXX 600 .STOXX index was last flat.</p><h2 id=\"id_543829027\">CORPORATE RESULTS ROLL IN</h2><p>"Earnings season has helped markets look through the disruption, but the longer key oil flows remain constrained, the greater the risk that higher energy costs begin to bite," said Matt Britzman, senior equity analyst at Hargreaves Lansdown.</p><p>The U.S. S&P 500 .SPX hit another record on Monday after rising for four weeks on optimism over a possible peace deal and ongoing excitement around AI.</p><p>Investors are focusing this week on earnings from tech giants Microsoft MSFT.O, Alphabet GOOGL.O, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> AMZN.O, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> META.O and Apple AAPL.O which will test the blistering AI-driven rally.</p><p>Elsewhere, the dollar index =USD climbed 0.2% as the pound and euro both slipped by the same amount GBP=D3, EUR=EBS.</p><p>The dollar has been one of the few safe-haven assets during the Iran conflict, although it has given up much of its March gains in the last few weeks.</p><p>"The twists and turns of U.S.-Iran peace negotiations continue to buffet markets," and doubts over the progress of peace talks was pushing the dollar higher, said Nick Rees, head of macro research at Monex Europe.</p><h2 id=\"id_1531940792\">BANK OF JAPAN SPLIT ON RATES</h2><p>The BOJ left short-term rates unchanged on Tuesday at 0.75%, in the first of several central bank meetings this week that could shed light on the impact of the conflict.</p><p>"The 6–3 vote split and the stronger language on future policy adjustment suggest the bar for another hike may be falling," said Charu Chanana, chief investment strategist at Saxo.</p><p>The yen JPY=EBS initially strengthened but was last slightly lower at 159.53 per dollar, putting it near 160. A breach beyond that threshold has markets worried Tokyo might step in to support the currency.</p><p>Japan's Nikkei .N225 stock index fell 1% from a record high hit on Monday.</p><p>Global monetary policy will be in the spotlight this week, with the U.S. Federal Reserve, the Bank of England and the European Central Bank due to announce decisions after the BOJ.</p><p>All are expected to keep rates unchanged but attention will be on comments from policymakers on pricing pressure.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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Stocks held their ground and oil rose on Tuesday as investors weighed the stalemate in the Iran conflict, while the yen was steady after a hawkish split at the Bank of Japan underlined fears over the war's impact on inflation.The U.S. was reviewing Tehran's latest proposal to resolve the war, even as a U.S. official said President Donald Trump was unhappy with the plan as it did not address Iran's nuclear programme.That leaves the two-month-long conflict at an impasse with energy and other supplies through the critical Strait of Hormuz still mainly shut, pushing oil prices above $110 a barrel on Tuesday.Brent crude oil surged 3% to $111.50 a barrel, a three-week high, while U.S. oil climbed 3.4% to $99.67.Oil prices have steadily climbed in recent days as hopes ebb for an imminent peace deal, pushing up bond yields around the world in recent weeks US10YT=RR, DE10YT=RR.Futures for the U.S. benchmark S&P 500 stock index ESc1 slipped 0.1% and those for tech-focused Nasdaq NQcv1 fell 0.4%.European stocks dipped in early trading but the STOXX 600 .STOXX index was last flat.CORPORATE RESULTS ROLL IN\"Earnings season has helped markets look through the disruption, but the longer key oil flows remain constrained, the greater the risk that higher energy costs begin to bite,\" said Matt Britzman, senior equity analyst at Hargreaves Lansdown.The U.S. S&P 500 .SPX hit another record on Monday after rising for four weeks on optimism over a possible peace deal and ongoing excitement around AI.Investors are focusing this week on earnings from tech giants Microsoft MSFT.O, Alphabet GOOGL.O, Amazon AMZN.O, Meta Platforms META.O and Apple AAPL.O which will test the blistering AI-driven rally.Elsewhere, the dollar index =USD climbed 0.2% as the pound and euro both slipped by the same amount GBP=D3, EUR=EBS.The dollar has been one of the few safe-haven assets during the Iran conflict, although it has given up much of its March gains in the last few weeks.\"The twists and turns of U.S.-Iran peace negotiations continue to buffet markets,\" and doubts over the progress of peace talks was pushing the dollar higher, said Nick Rees, head of macro research at Monex Europe.BANK OF JAPAN SPLIT ON RATESThe BOJ left short-term rates unchanged on Tuesday at 0.75%, in the first of several central bank meetings this week that could shed light on the impact of the conflict.\"The 6–3 vote split and the stronger language on future policy adjustment suggest the bar for another hike may be falling,\" said Charu Chanana, chief investment strategist at Saxo.The yen JPY=EBS initially strengthened but was last slightly lower at 159.53 per dollar, putting it near 160. A breach beyond that threshold has markets worried Tokyo might step in to support the currency.Japan's Nikkei .N225 stock index fell 1% from a record high hit on Monday.Global monetary policy will be in the spotlight this week, with the U.S. Federal Reserve, the Bank of England and the European Central Bank due to announce decisions after the BOJ.All are expected to keep rates unchanged but attention will be on comments from policymakers on pricing pressure.","news_type":1,"symbols_score_info":{"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558442249892256,"gmtCreate":1777370230083,"gmtModify":1777370771717,"author":{"id":"4216856475451052","authorId":"4216856475451052","name":"tupac","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216856475451052","idStr":"4216856475451052"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVD\">$GraniteShares 2x Short NVDA Daily ETF(NVD)$ </a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> ","listText":"<a href=\"https://ttm.financial/S/NVD\">$GraniteShares 2x Short NVDA Daily ETF(NVD)$ </a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> ","text":"$GraniteShares 2x Short NVDA Daily ETF(NVD)$ $Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558442249892256","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558441897346088,"gmtCreate":1777370068333,"gmtModify":1777370099823,"author":{"id":"4216856475451052","authorId":"4216856475451052","name":"tupac","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216856475451052","idStr":"4216856475451052"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVD\">$GraniteShares 2x Short NVDA Daily ETF(NVD)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/NVD\">$GraniteShares 2x Short NVDA Daily ETF(NVD)$ </a><v-v data-views=\"1\"></v-v> ","text":"$GraniteShares 2x Short NVDA Daily ETF(NVD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558441897346088","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558865234035664,"gmtCreate":1777473421103,"gmtModify":1777475637983,"author":{"id":"4216856475451052","authorId":"4216856475451052","name":"tupac","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216856475451052","idStr":"4216856475451052"},"themes":[],"title":"To The moon - Become a Contributor","htmlText":"Find out more here:<a href=\"https://tigr.link/s/80FinXd\">To The moon - Become a Contributor</a> Click to view this week's hot topics! Start posting and stand a chance to get cool rewards","listText":"Find out more here:<a href=\"https://tigr.link/s/80FinXd\">To The moon - Become a Contributor</a> Click to view this week's hot topics! Start posting and stand a chance to get cool rewards","text":"Find out more here:To The moon - Become a Contributor Click to view this week's hot topics! Start posting and stand a chance to get cool rewards","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558865234035664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558861271236912,"gmtCreate":1777472527900,"gmtModify":1777472530280,"author":{"id":"4216856475451052","authorId":"4216856475451052","name":"tupac","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216856475451052","idStr":"4216856475451052"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BK4503\">$Greenwoods Holdings(BK4503)$ </a> ","listText":"<a href=\"https://ttm.financial/S/BK4503\">$Greenwoods Holdings(BK4503)$ </a> ","text":"$Greenwoods Holdings(BK4503)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558861271236912","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558724545282200,"gmtCreate":1777439060494,"gmtModify":1777439064174,"author":{"id":"4216856475451052","authorId":"4216856475451052","name":"tupac","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216856475451052","idStr":"4216856475451052"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558724545282200","repostId":"2631580197","repostType":2,"repost":{"id":"2631580197","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1777435200,"share":"https://ttm.financial/m/news/2631580197?lang=en_US&edition=fundamental","pubTime":"2026-04-29 12:00","market":"us","language":"en","title":"Amazon Is Back in Wall Street’s Good Graces. Here’s What Will Determine Whether It Stays There","url":"https://stock-news.laohu8.com/highlight/detail?id=2631580197","media":"Dow Jones","summary":"OpenAI, Anthropic and Meta Platforms are just a few of the companies relying on Amazon for support.","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> started to win back Wall Street after showing improvement in its cloud growth three months ago. Now, investors will be looking to see if that momentum has sustained.</p><p style=\"text-align: start;\">Amazon Web Services has become a juggernaut, especially as Amazon has centered its focus — and wallet — on artificial intelligence. The company has forecast some $200 billion in capital expenditures this year, primarily to boost its ability to meet what it sees as significant demand for AI services.</p><p>Wall Street sees Amazon’s first-quarter revenue coming in at $177 billion, up almost 14% from a year earlier, according to FactSet estimates. Amazon Web Services would account for almost $37 billion in revenue, or about 25% more than it brought home in the March quarter of 2025, according to FactSet. Sales for the AWS division grew 24% year over year in the final quarter of 2025.</p><p>Showing that AWS is further accelerating will be “pivotal” in demonstrating whether Amazon can deliver enough growth to justify its spending, RBC Capital Markets analyst Brad Erickson said in a note to clients this week. He rates Amazon at outperform with a $300-per-share price target. </p><p>Several analysts have noted that investors want to see if Amazon can maintain AWS operating margin above 30%, while also showing growth. The division’s margin grew to 35% in last year’s December quarter, AWS’s second consecutive period of growth. </p><p style=\"text-align: start;\">“We believe the area of focus among investors remains AWS, which we expect will show a sequential acceleration,” Truist’s Youssef Squali said in an April 17 note, as the analyst reiterated a buy rating and $285-a-share price target.</p><p style=\"text-align: start;\">In a letter to shareholders this month, Amazon CEO Andy Jassy said that the AI revenue run rate for AWS was over $15 billion in the first quarter of 2026. Jassy also revealed that Amazon’s custom-chip business has exceeded a $20 billion annualized run rate. </p><p style=\"text-align: start;\">After ChatGPT maker OpenAI announced new terms in its agreement with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, Jassy cheered the move. On Tuesday, Amazonformally announcedthat OpenAI’s latest models as well as AI agents would be made available through AWS’s Bedrock.</p><p>“The creative coup to bring OpenAI ‘stateful’ models onto AWS reduces the Anthropic customer-concentration risk,” Bernstein’s Mark Shmulik said in a recent note to clients.</p><p>Amazon has invested in both OpenAI and its rival Anthropic, in turn receiving major commitments from the companies to secure access to Amazon’s Trainium chips. Other major companies, including <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, are alsoleaningon Amazon’s chip business for support.</p><p style=\"text-align: start;\">Amazon’s stock is up by more than 12% year to date. That’s largely thanks to a 24% increase over the last month driven by Jassy’s letter, which helped renew investors’ confidence.</p><h3 id=\"id_757345440\" style=\"text-align: start;\">Spending is booming. So are concerns.</h3><p style=\"text-align: start;\">Not all investors have been sold by the major spending plans proposed by Amazon and its fellow AI hyperscalers.</p><p style=\"text-align: start;\">Combined, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Meta and Amazon are expected to spend up to $520 billion in 2026, mostly on AI ventures. Microsoft is expected to book $107 billion in capex in its 2026 fiscal year, which ends in June, according to FactSet. All four companies report earnings on Wednesday.</p><p style=\"text-align: start;\">Although Amazon shares dropped shortly after the company revealed its spending plans, Bernstein’s Shmulik said investors have since “made peace” with it. He said in an April 23 note to investors that much of the capex will be monetized in 2027 and 2028, and that the “real debate” is what Amazon plans to do next year.</p><p style=\"text-align: start;\">Semiconductor analysts, he noted, expect Amazon to grow its spending by 50% to 60%, while internet analysts lean closer to 30% growth in 2027. At the high end of those predictions, Amazon’s capex could grow to $320 billion in 2027. According to FactSet, Wall Street overall expects capex of just $209 billion.</p><p style=\"text-align: start;\">“If the semis camp is correct, the question isn’t whether today’s capacity generates returns — it’s whether investors can underwrite another (and another?) year (years?) of step-change capex spending with no clear finish line,” wrote Shmulik, who rates Amazon at overweight with a $300-per-share price target. </p><p style=\"text-align: start;\">On the other hand, that much spending will make it difficult for rivals to keep up. After all, not many companies can afford to throw that much cash around, which will likely require Amazon to take on additional debt.</p><p>Evercore ISI analysts have said they “would not be surprised” if Amazon increases its capex guidance, since agentic AI has proven popular. On Tuesday, Amazon unveiled a handful of new agentic AI products.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Is Back in Wall Street’s Good Graces. Here’s What Will Determine Whether It Stays There</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Is Back in Wall Street’s Good Graces. Here’s What Will Determine Whether It Stays There\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-29 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> started to win back Wall Street after showing improvement in its cloud growth three months ago. Now, investors will be looking to see if that momentum has sustained.</p><p style=\"text-align: start;\">Amazon Web Services has become a juggernaut, especially as Amazon has centered its focus — and wallet — on artificial intelligence. The company has forecast some $200 billion in capital expenditures this year, primarily to boost its ability to meet what it sees as significant demand for AI services.</p><p>Wall Street sees Amazon’s first-quarter revenue coming in at $177 billion, up almost 14% from a year earlier, according to FactSet estimates. Amazon Web Services would account for almost $37 billion in revenue, or about 25% more than it brought home in the March quarter of 2025, according to FactSet. Sales for the AWS division grew 24% year over year in the final quarter of 2025.</p><p>Showing that AWS is further accelerating will be “pivotal” in demonstrating whether Amazon can deliver enough growth to justify its spending, RBC Capital Markets analyst Brad Erickson said in a note to clients this week. He rates Amazon at outperform with a $300-per-share price target. </p><p>Several analysts have noted that investors want to see if Amazon can maintain AWS operating margin above 30%, while also showing growth. The division’s margin grew to 35% in last year’s December quarter, AWS’s second consecutive period of growth. </p><p style=\"text-align: start;\">“We believe the area of focus among investors remains AWS, which we expect will show a sequential acceleration,” Truist’s Youssef Squali said in an April 17 note, as the analyst reiterated a buy rating and $285-a-share price target.</p><p style=\"text-align: start;\">In a letter to shareholders this month, Amazon CEO Andy Jassy said that the AI revenue run rate for AWS was over $15 billion in the first quarter of 2026. Jassy also revealed that Amazon’s custom-chip business has exceeded a $20 billion annualized run rate. </p><p style=\"text-align: start;\">After ChatGPT maker OpenAI announced new terms in its agreement with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, Jassy cheered the move. On Tuesday, Amazonformally announcedthat OpenAI’s latest models as well as AI agents would be made available through AWS’s Bedrock.</p><p>“The creative coup to bring OpenAI ‘stateful’ models onto AWS reduces the Anthropic customer-concentration risk,” Bernstein’s Mark Shmulik said in a recent note to clients.</p><p>Amazon has invested in both OpenAI and its rival Anthropic, in turn receiving major commitments from the companies to secure access to Amazon’s Trainium chips. Other major companies, including <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, are alsoleaningon Amazon’s chip business for support.</p><p style=\"text-align: start;\">Amazon’s stock is up by more than 12% year to date. That’s largely thanks to a 24% increase over the last month driven by Jassy’s letter, which helped renew investors’ confidence.</p><h3 id=\"id_757345440\" style=\"text-align: start;\">Spending is booming. So are concerns.</h3><p style=\"text-align: start;\">Not all investors have been sold by the major spending plans proposed by Amazon and its fellow AI hyperscalers.</p><p style=\"text-align: start;\">Combined, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Meta and Amazon are expected to spend up to $520 billion in 2026, mostly on AI ventures. Microsoft is expected to book $107 billion in capex in its 2026 fiscal year, which ends in June, according to FactSet. All four companies report earnings on Wednesday.</p><p style=\"text-align: start;\">Although Amazon shares dropped shortly after the company revealed its spending plans, Bernstein’s Shmulik said investors have since “made peace” with it. He said in an April 23 note to investors that much of the capex will be monetized in 2027 and 2028, and that the “real debate” is what Amazon plans to do next year.</p><p style=\"text-align: start;\">Semiconductor analysts, he noted, expect Amazon to grow its spending by 50% to 60%, while internet analysts lean closer to 30% growth in 2027. At the high end of those predictions, Amazon’s capex could grow to $320 billion in 2027. According to FactSet, Wall Street overall expects capex of just $209 billion.</p><p style=\"text-align: start;\">“If the semis camp is correct, the question isn’t whether today’s capacity generates returns — it’s whether investors can underwrite another (and another?) year (years?) of step-change capex spending with no clear finish line,” wrote Shmulik, who rates Amazon at overweight with a $300-per-share price target. </p><p style=\"text-align: start;\">On the other hand, that much spending will make it difficult for rivals to keep up. After all, not many companies can afford to throw that much cash around, which will likely require Amazon to take on additional debt.</p><p>Evercore ISI analysts have said they “would not be surprised” if Amazon increases its capex guidance, since agentic AI has proven popular. On Tuesday, Amazon unveiled a handful of new agentic AI products.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2631580197","content_text":"Amazon.com started to win back Wall Street after showing improvement in its cloud growth three months ago. Now, investors will be looking to see if that momentum has sustained.Amazon Web Services has become a juggernaut, especially as Amazon has centered its focus — and wallet — on artificial intelligence. The company has forecast some $200 billion in capital expenditures this year, primarily to boost its ability to meet what it sees as significant demand for AI services.Wall Street sees Amazon’s first-quarter revenue coming in at $177 billion, up almost 14% from a year earlier, according to FactSet estimates. Amazon Web Services would account for almost $37 billion in revenue, or about 25% more than it brought home in the March quarter of 2025, according to FactSet. Sales for the AWS division grew 24% year over year in the final quarter of 2025.Showing that AWS is further accelerating will be “pivotal” in demonstrating whether Amazon can deliver enough growth to justify its spending, RBC Capital Markets analyst Brad Erickson said in a note to clients this week. He rates Amazon at outperform with a $300-per-share price target. Several analysts have noted that investors want to see if Amazon can maintain AWS operating margin above 30%, while also showing growth. The division’s margin grew to 35% in last year’s December quarter, AWS’s second consecutive period of growth. “We believe the area of focus among investors remains AWS, which we expect will show a sequential acceleration,” Truist’s Youssef Squali said in an April 17 note, as the analyst reiterated a buy rating and $285-a-share price target.In a letter to shareholders this month, Amazon CEO Andy Jassy said that the AI revenue run rate for AWS was over $15 billion in the first quarter of 2026. Jassy also revealed that Amazon’s custom-chip business has exceeded a $20 billion annualized run rate. After ChatGPT maker OpenAI announced new terms in its agreement with Microsoft, Jassy cheered the move. On Tuesday, Amazonformally announcedthat OpenAI’s latest models as well as AI agents would be made available through AWS’s Bedrock.“The creative coup to bring OpenAI ‘stateful’ models onto AWS reduces the Anthropic customer-concentration risk,” Bernstein’s Mark Shmulik said in a recent note to clients.Amazon has invested in both OpenAI and its rival Anthropic, in turn receiving major commitments from the companies to secure access to Amazon’s Trainium chips. Other major companies, including Meta Platforms, are alsoleaningon Amazon’s chip business for support.Amazon’s stock is up by more than 12% year to date. That’s largely thanks to a 24% increase over the last month driven by Jassy’s letter, which helped renew investors’ confidence.Spending is booming. So are concerns.Not all investors have been sold by the major spending plans proposed by Amazon and its fellow AI hyperscalers.Combined, Alphabet, Meta and Amazon are expected to spend up to $520 billion in 2026, mostly on AI ventures. Microsoft is expected to book $107 billion in capex in its 2026 fiscal year, which ends in June, according to FactSet. All four companies report earnings on Wednesday.Although Amazon shares dropped shortly after the company revealed its spending plans, Bernstein’s Shmulik said investors have since “made peace” with it. He said in an April 23 note to investors that much of the capex will be monetized in 2027 and 2028, and that the “real debate” is what Amazon plans to do next year.Semiconductor analysts, he noted, expect Amazon to grow its spending by 50% to 60%, while internet analysts lean closer to 30% growth in 2027. At the high end of those predictions, Amazon’s capex could grow to $320 billion in 2027. According to FactSet, Wall Street overall expects capex of just $209 billion.“If the semis camp is correct, the question isn’t whether today’s capacity generates returns — it’s whether investors can underwrite another (and another?) year (years?) of step-change capex spending with no clear finish line,” wrote Shmulik, who rates Amazon at overweight with a $300-per-share price target. On the other hand, that much spending will make it difficult for rivals to keep up. After all, not many companies can afford to throw that much cash around, which will likely require Amazon to take on additional debt.Evercore ISI analysts have said they “would not be surprised” if Amazon increases its capex guidance, since agentic AI has proven popular. On Tuesday, Amazon unveiled a handful of new agentic AI products.","news_type":1,"symbols_score_info":{"AZYY":0.6,"AMZZ":0.6,"CHAT":0.78,"AMZY":0.6,"AMZN":1.98,"AMZW":0.6,"AIPO":0.78,"AMZP":0.6,"AMZU":0.6,"ARTY":0.78,"AGIX":0.78,"AMZD":0.6}},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558722805145944,"gmtCreate":1777438729746,"gmtModify":1777438732234,"author":{"id":"4216856475451052","authorId":"4216856475451052","name":"tupac","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216856475451052","idStr":"4216856475451052"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$ </a><v-v data-views=\"1\"></v-v> ","text":"$ARM Holdings(ARM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558722805145944","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":558702051578984,"gmtCreate":1777433584212,"gmtModify":1777436440815,"author":{"id":"4216856475451052","authorId":"4216856475451052","name":"tupac","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216856475451052","idStr":"4216856475451052"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/558702051578984","repostId":"2631919530","repostType":2,"repost":{"id":"2631919530","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1777432777,"share":"https://ttm.financial/m/news/2631919530?lang=en_US&edition=fundamental","pubTime":"2026-04-29 11:19","market":"sg","language":"en","title":"DBS Earnings Coming Up, 3 Key Developments to Watch This Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2631919530","media":"Tiger Newspress","summary":"With DBS reporting its first quarter results on 30 April, here are three developments income investors should watch when Singapore’s largest bank opens the books.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/D05.SI\">DBS</a> will release its 2026 first quarter (1Q2026) results report on April 30, 2026.</p><p>As the largest bank in Singapore, it is facing two completely opposite challenges at the beginning of the new fiscal year.</p><p>On one hand, the lower benchmark interest rates in Singapore and Hong Kong have been having an adverse effect on the net interest margin (NIM) until the end of the 2025 fiscal year.</p><p>On the other hand, its wealth management business has reached a record scale and is operating well, successfully offsetting the impact of the declining interest rates.</p><p>Against this backdrop, the data for the first quarter of 2026 will for the first time clearly reflect the specific manifestations of these factors in the real world.</p><p>Here are three important developments that three dividend investors should pay attention to when DBS releases the report on April 30.</p><h2 id=\"id_3742362197\">1. NIM: Has the bleeding stopped?</h2><p>For FY2025, DBS’s group NIM narrowed 12 basis points year on year (YoY) to 2.01%, reflecting the decline in Singapore and Hong Kong benchmark rates. </p><p>The compression pulled net interest income (NII) growth down to just 1% YoY, even as the bank hit a record S$14.5 billion on that line.</p><p>Proactive balance sheet hedging and record deposit growth cushioned some of the damage. </p><p>Net customer loans still climbed 3% YoY to S$445 billion, with broad-based growth in corporate and wealth management loans. </p><p>Asset quality held up, with the non-performing loan (NPL) ratio improving to 1.0% from 1.1% a year ago.</p><p>The 1Q2026 results will show investors whether NIM has stabilised around the 2.0% mark or slipped further. </p><p>Management’s hedging strategy has been credited with smoothing the glide path, but hedges roll off over time. </p><p>A steadying NIM – even at lower levels – would suggest the worst of the rate compression is largely behind the bank. </p><p>A further step-down would raise questions about how long balance sheet management can keep cushioning the impact.</p><h2 id=\"id_111275182\">2. Wealth management: Can the fee engine keep revving?</h2><p>Wealth management was the standout story of FY2025, and arguably the more important structural development for DBS’s longer-term earnings mix.</p><p>Wealth management fees surged 29% YoY to a record S$2.8 billion, helping net fee and commission income jump 18% to S$4.9 billion. </p><p>Markets trading income added another leg of support, rising 49% to S$1.4 billion – its highest level since 2021. </p><p>Together, non-interest income climbed 7% YoY to S$8.4 billion.</p><p>The backdrop is a wealth franchise now operating at genuine scale. </p><p>Wealth assets under management (AUM) reached a record S$488 billion as at 31 December 2025.</p><p>The question for the quarter is whether wealth inflows and trading income have carried momentum into the new year. </p><p>A continuation of double-digit fee growth would signal the franchise is durable beyond any one-off market conditions. </p><p>A sharp deceleration – particularly in markets trading, which tends to be more volatile – would suggest the FY2025 non-interest income tailwind was closer to a cyclical peak.</p><p>Fee and trading income are higher-quality contributors to dividend coverage than rate-driven NII, which makes this line the most important structural tell for income investors.</p><h2 id=\"id_2285122371\">3. Capital return dividend: The first test of the three-year commitment</h2><p>DBS declared total dividends of S$3.06 per share for FY2025, comprising S$2.46 in ordinary dividends and S$0.60 in capital return dividends — a 38% increase YoY. </p><p>Management signalled that the capital return component would be maintained for FY2026 and FY2027, barring unforeseen circumstances.</p><p>At a share price of S$56.79, that translates to a trailing total yield of approximately 5.4%.</p><p>1Q2026 will be the first quarterly reading under the new dividend framework. </p><p>The question is whether the capital return is declared in line with the signalled pace – a clear confidence signal – or whether management adds qualifiers hinting at caution.</p><p>The backdrop is not trivial. </p><p>FY2025 reported net profit dipped 3% YoY to S$10.9 billion, weighed down by the implementation of the 15% global minimum tax. </p><p>Return on equity (ROE) of 16.2% remains strong, and profit before allowances still climbed 2% to S$13.7 billion with the cost-to-income ratio steady at 40%. </p><p>Still, the tax drag sets a lower earnings baseline against which the capital return is being sustained.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DBS Earnings Coming Up, 3 Key Developments to Watch This Earnings Season</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDBS Earnings Coming Up, 3 Key Developments to Watch This Earnings Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-04-29 11:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/D05.SI\">DBS</a> will release its 2026 first quarter (1Q2026) results report on April 30, 2026.</p><p>As the largest bank in Singapore, it is facing two completely opposite challenges at the beginning of the new fiscal year.</p><p>On one hand, the lower benchmark interest rates in Singapore and Hong Kong have been having an adverse effect on the net interest margin (NIM) until the end of the 2025 fiscal year.</p><p>On the other hand, its wealth management business has reached a record scale and is operating well, successfully offsetting the impact of the declining interest rates.</p><p>Against this backdrop, the data for the first quarter of 2026 will for the first time clearly reflect the specific manifestations of these factors in the real world.</p><p>Here are three important developments that three dividend investors should pay attention to when DBS releases the report on April 30.</p><h2 id=\"id_3742362197\">1. NIM: Has the bleeding stopped?</h2><p>For FY2025, DBS’s group NIM narrowed 12 basis points year on year (YoY) to 2.01%, reflecting the decline in Singapore and Hong Kong benchmark rates. </p><p>The compression pulled net interest income (NII) growth down to just 1% YoY, even as the bank hit a record S$14.5 billion on that line.</p><p>Proactive balance sheet hedging and record deposit growth cushioned some of the damage. </p><p>Net customer loans still climbed 3% YoY to S$445 billion, with broad-based growth in corporate and wealth management loans. </p><p>Asset quality held up, with the non-performing loan (NPL) ratio improving to 1.0% from 1.1% a year ago.</p><p>The 1Q2026 results will show investors whether NIM has stabilised around the 2.0% mark or slipped further. </p><p>Management’s hedging strategy has been credited with smoothing the glide path, but hedges roll off over time. </p><p>A steadying NIM – even at lower levels – would suggest the worst of the rate compression is largely behind the bank. </p><p>A further step-down would raise questions about how long balance sheet management can keep cushioning the impact.</p><h2 id=\"id_111275182\">2. Wealth management: Can the fee engine keep revving?</h2><p>Wealth management was the standout story of FY2025, and arguably the more important structural development for DBS’s longer-term earnings mix.</p><p>Wealth management fees surged 29% YoY to a record S$2.8 billion, helping net fee and commission income jump 18% to S$4.9 billion. </p><p>Markets trading income added another leg of support, rising 49% to S$1.4 billion – its highest level since 2021. </p><p>Together, non-interest income climbed 7% YoY to S$8.4 billion.</p><p>The backdrop is a wealth franchise now operating at genuine scale. </p><p>Wealth assets under management (AUM) reached a record S$488 billion as at 31 December 2025.</p><p>The question for the quarter is whether wealth inflows and trading income have carried momentum into the new year. </p><p>A continuation of double-digit fee growth would signal the franchise is durable beyond any one-off market conditions. </p><p>A sharp deceleration – particularly in markets trading, which tends to be more volatile – would suggest the FY2025 non-interest income tailwind was closer to a cyclical peak.</p><p>Fee and trading income are higher-quality contributors to dividend coverage than rate-driven NII, which makes this line the most important structural tell for income investors.</p><h2 id=\"id_2285122371\">3. Capital return dividend: The first test of the three-year commitment</h2><p>DBS declared total dividends of S$3.06 per share for FY2025, comprising S$2.46 in ordinary dividends and S$0.60 in capital return dividends — a 38% increase YoY. </p><p>Management signalled that the capital return component would be maintained for FY2026 and FY2027, barring unforeseen circumstances.</p><p>At a share price of S$56.79, that translates to a trailing total yield of approximately 5.4%.</p><p>1Q2026 will be the first quarterly reading under the new dividend framework. </p><p>The question is whether the capital return is declared in line with the signalled pace – a clear confidence signal – or whether management adds qualifiers hinting at caution.</p><p>The backdrop is not trivial. </p><p>FY2025 reported net profit dipped 3% YoY to S$10.9 billion, weighed down by the implementation of the 15% global minimum tax. </p><p>Return on equity (ROE) of 16.2% remains strong, and profit before allowances still climbed 2% to S$13.7 billion with the cost-to-income ratio steady at 40%. </p><p>Still, the tax drag sets a lower earnings baseline against which the capital return is being sustained.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://thesmartinvestor.com.sg/dbs-reports-soon-3-key-developments-to-watch-this-earnings-season/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2631919530","content_text":"DBS will release its 2026 first quarter (1Q2026) results report on April 30, 2026.As the largest bank in Singapore, it is facing two completely opposite challenges at the beginning of the new fiscal year.On one hand, the lower benchmark interest rates in Singapore and Hong Kong have been having an adverse effect on the net interest margin (NIM) until the end of the 2025 fiscal year.On the other hand, its wealth management business has reached a record scale and is operating well, successfully offsetting the impact of the declining interest rates.Against this backdrop, the data for the first quarter of 2026 will for the first time clearly reflect the specific manifestations of these factors in the real world.Here are three important developments that three dividend investors should pay attention to when DBS releases the report on April 30.1. NIM: Has the bleeding stopped?For FY2025, DBS’s group NIM narrowed 12 basis points year on year (YoY) to 2.01%, reflecting the decline in Singapore and Hong Kong benchmark rates. The compression pulled net interest income (NII) growth down to just 1% YoY, even as the bank hit a record S$14.5 billion on that line.Proactive balance sheet hedging and record deposit growth cushioned some of the damage. Net customer loans still climbed 3% YoY to S$445 billion, with broad-based growth in corporate and wealth management loans. Asset quality held up, with the non-performing loan (NPL) ratio improving to 1.0% from 1.1% a year ago.The 1Q2026 results will show investors whether NIM has stabilised around the 2.0% mark or slipped further. Management’s hedging strategy has been credited with smoothing the glide path, but hedges roll off over time. A steadying NIM – even at lower levels – would suggest the worst of the rate compression is largely behind the bank. A further step-down would raise questions about how long balance sheet management can keep cushioning the impact.2. Wealth management: Can the fee engine keep revving?Wealth management was the standout story of FY2025, and arguably the more important structural development for DBS’s longer-term earnings mix.Wealth management fees surged 29% YoY to a record S$2.8 billion, helping net fee and commission income jump 18% to S$4.9 billion. Markets trading income added another leg of support, rising 49% to S$1.4 billion – its highest level since 2021. Together, non-interest income climbed 7% YoY to S$8.4 billion.The backdrop is a wealth franchise now operating at genuine scale. Wealth assets under management (AUM) reached a record S$488 billion as at 31 December 2025.The question for the quarter is whether wealth inflows and trading income have carried momentum into the new year. A continuation of double-digit fee growth would signal the franchise is durable beyond any one-off market conditions. A sharp deceleration – particularly in markets trading, which tends to be more volatile – would suggest the FY2025 non-interest income tailwind was closer to a cyclical peak.Fee and trading income are higher-quality contributors to dividend coverage than rate-driven NII, which makes this line the most important structural tell for income investors.3. Capital return dividend: The first test of the three-year commitmentDBS declared total dividends of S$3.06 per share for FY2025, comprising S$2.46 in ordinary dividends and S$0.60 in capital return dividends — a 38% increase YoY. Management signalled that the capital return component would be maintained for FY2026 and FY2027, barring unforeseen circumstances.At a share price of S$56.79, that translates to a trailing total yield of approximately 5.4%.1Q2026 will be the first quarterly reading under the new dividend framework. The question is whether the capital return is declared in line with the signalled pace – a clear confidence signal – or whether management adds qualifiers hinting at caution.The backdrop is not trivial. FY2025 reported net profit dipped 3% YoY to S$10.9 billion, weighed down by the implementation of the 15% global minimum tax. Return on equity (ROE) of 16.2% remains strong, and profit before allowances still climbed 2% to S$13.7 billion with the cost-to-income ratio steady at 40%. Still, the tax drag sets a lower earnings baseline against which the capital return is being sustained.","news_type":1,"symbols_score_info":{"D05.SI":1.98}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}