Wall Street’s AI Rally Faces a US$3.55 Trillion Revenue Hurdle
: The US AI build-out may require US$3.55 trillion in annual revenue by 2032 to earn a 10% return, testing valuations and capital discipline.
Global Financial Market
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Riyadh Security Shock Tests the Resilience of Global Energy Gatherings
: Schedule changes at a major Riyadh energy congress show how regional attacks can influence executive travel, industry engagement and wider investment risk.
EU Expands Russia Sanctions as Missile Supply Chains Face Broader Scrutiny
: The European Union has expanded its Russia sanctions regime with nearly 1,600 new listings, increasing scrutiny of military supply chains and cross-border compliance.
TSMC’s Record Revenue Sets a High Bar for Third-Quarter Earnings
TSMC’s record third-quarter revenue has raised expectations for another profit high, placing margins, AI demand and capital discipline under scrutiny.
Asian Markets Turn Cautious as Earnings Confront Elevated Tech Valuations
Asian equities opened cautiously as investors weighed technology earnings, AI financing costs, volatile oil and the impact of high global bond yields.
Ringgit Edges Higher as Budget 2027 Reinforces Malaysia’s Fiscal Path
The ringgit edged higher against the US dollar after Budget 2027 set a 3.3% deficit target, although oil and global rate risks remain influential.
Gold Holds Steady as Markets Turn to US Inflation Data for Rate Clues
Gold prices held steady as investors awaited fresh US inflation data, with markets weighing the Federal Reserve’s rate outlook against geopolitical risk and elevated bond yields.
Amazon in Talks to Buy AI Startup Decart for Around US$7 Billion
Amazon is reportedly in talks to acquire AI startup Decart for around US$7 billion, adding chip-optimisation software and world-model research to its AI infrastructure strategy.
Gold Holds Above Two-Month Low as Geopolitics and Fed Policy Pull in Opposite Directions
Gold recovered from a two-month low as easing immediate war fears competed with inflation and interest-rate pressure.
Citi’s Research Leadership Hire Signals a Push to Commercialise Market Intelligence
Citi has hired Michael Zezas to lead research as the bank connects cross-asset insight, automation and client growth.