Dilin Wu
Research Strategist
Most recent articles
Alphabet Q3 2026 Earnings Preview: Can Cloud and TPU Growth Justify the AI Spending Boom?
Alphabet's third-quarter earnings are just around the corner, with Google Cloud and its in-house TPU chips expected to remain key growth drivers. The resilience of Search growth, along with management's ability to demonstrate that massive AI investments are translating into sustainable profits and cash flow, could also shape the share price reaction.
KOSPI200 Plunges 25%: AI Returns Under Scrutiny as Korean Chip Stocks Face Further Downside Risks
The global AI trade is shifting from chasing demand for computing power to scrutinising investment returns. Combined with US interest rate pressures, financing risks in AI infrastructure, intensifying competition in memory chips, and gradually fading share buyback support from Samsung Electronics and SK Hynix, these factors have weighed particularly heavily on Korean equities.
Gold Outlook: Treasury Yields, Oil Prices and AI Earnings — Three Key Drivers for Gold
Gold has remained range-bound for a third consecutive week. Elevated US inflation and oil prices have weighed on gold, while falling US Treasury yields and safe-haven demand triggered by the sell-off in AI stocks have provided support. With US economic data relatively light this week, treasury yields, oil prices and AI earnings could collectively shape gold’s near-term movement.
Netflix Q3 Earnings Preview: Can Ad Growth Take the Baton and Fuel the Next Leg Higher?
Netflix (NFLX) will report its Q3 2026 results after the US market closes on October 20. The market expects revenue of $12.876 billion, up approximately 11.9% year on year, and adjusted earnings per share (EPS) of $0.831. Notably, the Q3 guidance issued by management in July was already below Wall Street expectations at the time. This means the bar for the company’s quarterly results has been lowered.
Gold Outlook: Treasury Yields Pull Back From Highs, Fueling a Bounce — September CPI Is a Key Test
Gold has bounced off a two-month low, though the short-term technical picture hasn’t fully turned around. Whether Treasury yields keep falling, whether September CPI eases pressure for a rate hike, and how the U.S.-Iran situation develops could together shape gold’s next move.
Gold Outlook: Soft Payrolls Can't Offset Yield Pressure — Can the FOMC Minutes Free Up the Bulls?
A sharp payrolls miss sent October rate-hike odds tumbling, yet gold slid to a near two-month low.
Gold Outlook: A V-Shaped Bounce Defies the Hikes — Rates and Geopolitics Still Call the Shots
Gold staged a V-shaped recovery after both the Fed and the Bank of Japan raised rates by 25 basis points. This week, markets will be watching Fed speakers, the U.S.-China summit, and developments in the Middle East, with rate expectations, the dollar, and geopolitical risk all likely to continue shaping gold's direction.
Gold Outlook: A September Hike Is Priced In — Forward Guidance Is What Matters Now
Gold remains stuck between $4,300 and $4,400, buffeted by geopolitical headlines and shifting rate-hike expectations. A September hike is now largely priced in, which means what gold is really waiting on is how the Fed frames its policy path from here. If odds of an October hike build, gold could face further pressure; if markets read this as a "one-and-done" move followed by a pause, a rebound window could open up.
Gold Outlook: Strong Payrolls Cap the Bounce — U.S. CPI to Decide the Next Move
A blowout payrolls report has capped gold's bullish momentum, with $4,400 now the key dividing line between bulls and bears. This week, U.S. August CPI and PPI data — alongside renewed geopolitical risk in the Middle East — will determine whether inflation reaccelerates, and with it, whether the Fed leans toward a September hike and gold's next move.
SHEIN's IPO breaks issue: what should traders watch?
SHEIN broke below its issue price on its Hong Kong debut, with its market cap sitting around 75% below its peak private valuation. Traders are watching the HK$43.72 and HK$48.56 levels, and whether earnings recovery and the marketplace pivot can justify the valuation.
Anthropic's IPO looms: can the valuation hold?
Anthropic's IPO is entering its countdown phase and could become a key litmus test for AI sector valuations. Can rapid growth and a single quarter of profitability offset sky-high compute costs? Q3 and Q4 earnings performance will be the key to validating the $2 trillion price tag.
Gold outlook: bulls target $4,400 again
Gold rose for a second consecutive week, with cooling inflation and central bank buying continuing to provide support — but geopolitical turbulence kept $4,400–$4,450 firmly in play as a key resistance zone. As September rate-hike expectations ease, market attention is shifting to the FOMC minutes and the Jackson Hole symposium, where Warsh's policy remarks could prove pivotal for gold's next move.
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*Data for the Pepperstone Group, correct as at October 2025.