To The Moon

1. $C3.ai, Inc.(AI)$ 's challenging quarter: operating loss and deferred profitability goalsC3.ai experienced a sharp decline of over 12% after it forecast a larger-than-expected operating loss for the fiscal second quarter.The company is calling for an operating loss of $27 million to $40 million, while analysts polled by StreetAccount anticipated a loss of $20.5 million.Adjusted EPS: -9 cents vs. -17 centsRevenue: $72.4 mln vs. $71.6 mlnThe company's previous goal of achieving non-GAAP profitability by Q4 fiscal 2024 has been postponed. While there are positive signs of subscription growth and the potential of Gen AI, top-line metrics have not seen a significant uptick. 2. $ChargePoint Holdings Inc.

Keypoints：U.S. stocks, U.S. bonds, and gold: The Jackson Hole annual meeting revealed the divergence of global central banks and the uneven pace of the global economic cycle. U.S. bond yields soared to new highs in 2008 and parted ways with gold prices. A Paradigm shift is quietly kicking off, but the recent wave of selling in US stocks has weakened. The attractiveness of U.S. debt may decline, and gold will shine brightly. $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Gold - main 2312(GCmain)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ ASIA STOCKS: Chinese markets have long understood stamp duty cuts and their implications. T

1. $C3.ai, Inc.(AI)$ 's challenging quarter: operating loss and deferred profitability goalsC3.ai experienced a sharp decline of over 12% after it forecast a larger-than-expected operating loss for the fiscal second quarter.The company is calling for an operating loss of $27 million to $40 million, while analysts polled by StreetAccount anticipated a loss of $20.5 million.Adjusted EPS: -9 cents vs. -17 centsRevenue: $72.4 mln vs. $71.6 mlnThe company's previous goal of achieving non-GAAP profitability by Q4 fiscal 2024 has been postponed. While there are positive signs of subscription growth and the potential of Gen AI, top-line metrics have not seen a significant uptick. 2. $ChargePoint Holdings Inc.

The S&P 500 and the Nasdaq Composite index both fell on Thursday (7th), closing down for four consecutive trading days. After the news that the authorities expanded the iPhone ban, $Qualcomm (QCOM)$, $Sijia news (SWKS)$and other Apple stocks collectively weakened. At the same time, U.S. jobless claims continued to fall, adding to concerns about sticky inflation and the outlook for higher interest rates.Apple (AAPL), the S&P's biggest weight, fell for a second straight session, closing down nearly 3 percent on Thursday after dropping 3.6 percent the day before. There have been reports that China intends to extend the ban to official institutions and state-owned enterprises.On the economic front, a

Public Holidays No public holidays for Hong Kong, Singapore & China in the coming week. The USA is closed on 4 September 2023 (Mon) for Labor Day. Thus, the USA market will be closed on Monday and open from 5th Sep 2023 onwards. Economic Calendar (04Sep2023)‌ Notable Highlights PMI. S&P Global US Services PMI and ISM Non-Manufacturing PMI will be released in the coming week. These will give us some insights on how non-manufacturing/services industries are doing in the USA. ISM Non-Manufacturing Prices will also be released which we use as a reference for the inflationary pressures faced by non-manufacturing players in the USA. Jobless claims. Initial jobless claims will be announced on Thursday. This would form critical data points for the Fed to decide on the next interest rate ad

As of the close on Friday,$S&P/ASX 200(XJO.AU)$ closed at 7,278.30 points, up 2.29% in the past 5 days.During the last 5 trading days, $Johns Lyng(JLG.AU)$ was up 17.46%; $TABCORP HOLDINGS LIMITED(TAH.AU)$ added 10.39%; $Eagers Automotive Ltd(APE.AU)$ was up 10.20%; $KAROON ENERGY LTD(KAR.AU)$ rose 10.18%; and $MINERAL RESOURCES LTD(MIN.AU)$ increased 10.02%.1. $Johns Lyng(JLG.AU)$ +17.46% on strong revenue and earningsJohns Lyng, insurance

My investing muse‌ The week ended with a drop in CB Consumer Confidence, JOLTs Job Openings, ADP Nonfarm employment change and an increase in unemployment from 3.5% to 3.8%. Manufacturing PMI continues to point to a contractual in domestic manufacturing in the USA. It is not all bad news as we received a breather in bigger bigger-than-expected drawdown in crude oil inventories (that implies an increase in production). The market seems sandwiched between good and not-so-good news with the market largely hopeful for a sooner Fed pivot (where interest rates should be cut). The Fed does not think like the market and needs to do its bit to balance employment and inflation with its main tool of interest rate. The jobs, unemployment and inflation data would guide them in their decisions. The lat