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AI PCs are becoming the next big upgrade cycle and multiple companies across the supply chain could stand to benefit.Her...
03/06/2026

AI PCs are becoming the next big upgrade cycle and multiple companies across the supply chain could stand to benefit.

Here are some names to watch across four key areas:

- Semiconductors (the brains): QCOM, INTC, AMD, NVDA, ARM, TSMC and more
- PC makers: Dell, Apple, HP, Microsoft
- Storage: Micron, Sandisk, Western Digital, Seagate
- Hardware and Software: CDW, Logitech

Think of it like a smartphone upgrade cycle, but for laptops and desktops, where AI tasks can run directly on the device instead of relying on the cloud.

Save this for reference.

Link to Article: https://www.moomoo.com/news/post/70861240

The KOSPI has already doubled year-to-date up 108.54% with Samsung and SK Hynix both hitting new highs.The rally has bee...
03/06/2026

The KOSPI has already doubled year-to-date up 108.54% with Samsung and SK Hynix both hitting new highs.

The rally has been driven by the global AI semiconductor cycle, corporate governance reforms, and renewed foreign inflows into Korean equities. After years of underperformance, the KOSPI is finally seeing a structural re-rating.

Save this for reference

Link to Article: https://www.moomoo.com/news/post/70856241

When Trump talks, the market listens.Here's how much some stocks gained after receiving a public shoutout from him:- INT...
03/06/2026

When Trump talks, the market listens.

Here's how much some stocks gained after receiving a public shoutout from him:

- INTC (Intel): +414% since Trump admin announced stake (Aug 2025)
- DELL: +37.7% since "Go buy a Dell" (May 8, 2026)
- MU (Micron): +21.2% since public praise (May 22, 2026)
- AAPL (Apple): +19.9% since praising Tim Cook (Mar 11, 2026)
- PLTR (Palantir): +9.9% since "outstanding company" (Apr 10, 2026)
- TMO (Thermo Fisher): -2.5% since "great company" (Mar 11, 2026)

Interesting pattern but worth noting that correlation ≠ causation. Broader market conditions and earnings also played a role.

Still, presidential attention clearly has an effect on sentiment and momentum, at least in the short term.

Link to Article: https://www.moomoo.com/news/post/70748958

Software stocks are back in focus!After underperforming for years, SaaS (software-as-a-service) names are starting to se...
03/06/2026

Software stocks are back in focus!

After underperforming for years, SaaS (software-as-a-service) names are starting to see some levels of excitement again. Enterprises are integrating AI copilots into workflows, cybersecurity spend remains non-discretionary, and cloud migration continues to drive recurring revenue growth across the sector.

Which stocks are on your watchlist?

Link to Article: https://www.moomoo.com/news/post/70914202

COMPUTEX 2026 kicks off today (June 2–5); the world's biggest computer and tech trade show, held in Taipei.This year's t...
02/06/2026

COMPUTEX 2026 kicks off today (June 2–5); the world's biggest computer and tech trade show, held in Taipei.

This year's theme: "AI Together."

Here's a quick map of companies across the AI supply chain that could be in focus:

- Semiconductors: AI chips, memory
- Advanced Packaging: foundries, equipment, testing
- Optical Communications: modules, fibers, networking
- 800V DC Power: wide-bandgap semis, power management
- Cooling Solutions: Vertiv, Eaton, Modine

Why it matters; COMPUTEX often sets the tone for what's next in tech. With NVIDIA, AMD, and Intel all expected to make appearances, any new announcements could move sentiment across the names listed above.

Save this as a cheat sheet.

Link to Article: https://q.futunn.com/feed/116656922755876

Software stocks are back in focus!After underperforming for years, SaaS (software-as-a-service) names are starting to se...
02/06/2026

Software stocks are back in focus!

After underperforming for years, SaaS (software-as-a-service) names are starting to see some levels of excitement again. Enterprises are integrating AI copilots into workflows, cybersecurity spend remains non-discretionary, and cloud migration continues to drive recurring revenue growth across the sector.

Which stocks are on your watchlist?

NVIDIA just announced the DSX Platform essentially a one-stop solution for companies looking to build AI data centres.Wh...
02/06/2026

NVIDIA just announced the DSX Platform essentially a one-stop solution for companies looking to build AI data centres.

What makes this interesting is the ecosystem of partners involved. It spans five key areas:

- AI Cloud Services (CoreWeave, Nebius, IREN)
- Power and Cooling (Caterpillar, Eaton, GE Vernova, Vertiv)
- Design and Construction (Cadence, Siemens, Jacobs)
- Infrastructure and Facilities (Digital Realty, Equinix)
- Compute Systems (Dell, HPE, Super Micro)

The takeaway: NVIDIA is not just selling chips anymore. It is positioning itself as the platform that connects the entire AI infrastructure supply chain.

For investors, this gives a clearer picture of which companies are closely tied to the AI buildout beyond just NVIDIA itself.

Which name here are you watching?

Link to Article:https://www.moomoo.com/news/post/70861240

Cathie Wood's ARK latest moves!Buy:•⁠ ⁠FUTU (Futu Holdings): added 19.4k shares.Sell:•⁠ ⁠HOOD (Robinhood): trimmed 14....
02/06/2026

Cathie Wood's ARK latest moves!

Buy:
•⁠ ⁠FUTU (Futu Holdings): added 19.4k shares.

Sell:
•⁠ ⁠HOOD (Robinhood): trimmed 14.5k shares
•⁠ ⁠KSPI (Kaspi.kz): trimmed 12.3k shares
•⁠ ⁠ICE (Intercontinental Exchange): trimmed 5,531 shares

All four names sit within the broader fintech and financial infrastructure space. What do you make of these moves?

Link to Article: https://www.moomoo.com/community/feed/cathie-wood-swaps-robinhood-for-futu-rotates-out-of-kspi-116657276256266?share_code=0BLmzf

June is loaded. Here is everything worth watching.From Jensen Huang's keynote at Computex Taipei to SpaceX's targeted Na...
02/06/2026

June is loaded. Here is everything worth watching.

From Jensen Huang's keynote at Computex Taipei to SpaceX's targeted Nasdaq listing, the month kicks off with major catalysts. Add in Apple's WWDC26, Broadcom earnings, and NVIDIA's shareholder meeting, and that is just the corporate side.

On the macro front, it is a heavy data month. ISM Manufacturing PMI, Non Farm Payrolls, CPI, PPI, and PCE all drop within weeks of each other. The FOMC Minutes release on June 17 will also mark the first press conference from new Fed Chair Kevin Walsh.

And yes, markets are closed on June 19 for Juneteenth.

Which event are you watching most closely this June?

Futu Holdings (Nasdaq: FUTU), the parent company of moomoo, reported its Q1 2026 results on 28 May, and the numbers tell...
29/05/2026

Futu Holdings (Nasdaq: FUTU), the parent company of moomoo, reported its Q1 2026 results on 28 May, and the numbers tell a clear story of continued momentum.

- Total Revenues: US$746.9M (+25% YoY)

- Total Trading Volume: US$529.4B, an all-time high (+29% YoY)

- Global Users: 30M+

Regionally, Singapore equities trading volume surged +129% YoY, while Moomoo Singapore’s funded accounts grew +32% YoY and client assets rose +91% YoY.

A few developments worth noting from the quarter:
- Moomoo was recognized as the #1 trading app in Singapore by accumulated downloads and DAUs, and the fastest growing retail broker by the SGX Industry Appreciation and Awards Night

-Eight accolades at the 2025 HKEX Awards for the 7th consecutive year

- A new AI feature now live globally. No code required, with natural language commands to research, backtest, and deploy strategies

All in all, we are deeply grateful to have the unwavering support from our global community of investors and partners. Together, we will continue to provide smarter tools and deeper investor education insights.

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