Chip stocks bear market stole the spotlight this week. Big week, lots of crosscurrents. Chip stocks fell into a bear market after China's Moonshot AI unveiled a surprisingly capable open-weight model, oil broke above $80 as the Iran conflict widened across the Gulf, JPMorgan and Goldman Sachs posted record Q2 results, TSMC and ASML raised guidance even as AI stocks slid, and June's cooler-than-expected inflation print couldn't shake a hawkish tone from Fed Chair Kevin Warsh. Here's what actually mattered for SG/MY investors this week.

Oil surges Iran strikes stole the spotlight this week. Big week for volatility and superlatives. Oil surges Iran strikes rattled markets as a fragile ceasefire frayed and Brent topped $76, SK Hynix pulled off the biggest foreign IPO in US history at $26.5 billion, June's Fed minutes revealed a committee split 9-8 on rate hikes, and Q2 earnings season opened with beats from Delta and a mixed quarter from PepsiCo. Here's what actually mattered for SG/MY investors this week.

Chip stock selloff 2026 stole the spotlight this week. Big week for volatility. Chip stocks tumbled as AI capex doubts and an HBM slowdown warning spooked the sector, June's jobs report missed by half and cooled the Fed's hawkish tilt, oil steadied as Hormuz shipping recovered, Nike's headline beat hid a soft China quarter, and gold snapped a four-week losing streak on fading rate-hike odds. Here's what actually mattered for SG/MY investors this week.

Micron AI memory 2026 stole the spotlight this week. The week the AI memory supercycle went undeniable. Micron AI memory 2026 revenue hit $41.46 billion — a 346% surge from a year ago — with Q4 guidance of $50 billion that left Wall Street speechless. SpaceX crashed 16.4% just ten days after its $135 IPO when a $25 billion bond offering revealed pre-existing debt obligations retail investors never knew about. Oil hit post-war lows as the US-Iran deal advanced, pressuring Malaysian energy names and giving wings to SIA and AirAsia. The Nasdaq dropped 2.21% as the Great Rotation from Mag-7 to small and mid caps accelerated — a shift that benefits SG/MY value investors. And AI infrastructure showed its first margin cracks, with Databricks growing 80% but margins under siege from AI agent compute costs. Here is what every SG/MY investor needs to know this week.

Fed rate hike 2026 stole the spotlight this week. The week that flipped the rate narrative. Warsh's first FOMC delivered a hawkish shock -- 9 of 18 Fed officials now see a fed rate hike 2026, sending markets down 1.2%. Oil crashed below $80 for the first time since March on a signed US-Iran peace framework, before Geneva talks stalled on Friday. Trump announced an Apple-Intel US chip manufacturing deal, sending Intel soaring +10.5%. Singapore's STI quietly hit a new all-time high of 5,226. And US housing starts crashed 15.4% in May to the lowest since COVID. Here is what actually matters for SG/MY investors.

Nvidia earnings 2026 stole the spotlight this week. Big week in the markets. Nvidia earnings 2026 shattered every record with an $81.6B quarter and a $91B forward guide, confirming the AI build-out has years left. Kevin Warsh was sworn in as Fed chair with rate hikes back on the table, SpaceX filed its S-1 as OpenAI eyes a September listing, Trump flew to Beijing for $17B in agri deals with no tariff agreement yet, and $87 Brent crude is keeping inflation hot and rate cuts firmly off the table. Here is what actually mattered for SG/MY investors this week.

Warsh Fed chair stole the spotlight this week. Big week — the one that buried the rate-cut narrative. Kevin Warsh took the gavel as Fed chair on a razor-thin 54-45 Senate vote, April CPI printed hot at 3.8%, Cisco delivered its biggest stock pop since the dot-com era on a flood of AI orders, Alibaba showed cloud +38% but a near-wipeout on profit as it ploughed cash into AI, and Brent ground back to $109 as the Strait of Hormuz stayed largely shut. Here's what actually mattered for SG/MY investors.

Big week — and a noisy one. The hyperscalers all beat on cloud, Meta got punished for spending too much, Apple quietly outsourced its AI brain to Google, the Fed split four ways, and Brent went on an $18 round-trip in five days. Here's what actually mattered for SG/MY investors.