US Market Barometer
A deep breakdown of supply and demand cycles for US tech giants and Asia's semiconductor, AI compute, and new energy vehicle supply chains, tracking overseas orders and raw-material price shifts to interpret global institutions' medium- and long-term views on sector momentum.
Tesla Q2 Earnings Beat Expectations Ignite Asian Supply Chain Rebound; Battery and Component Orders Surge
Tesla's Q2 2026 earnings beat expectations, driving recovery in Asian battery, motor, and component supply chain demand....
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NVIDIA Blackwell Ultra Early Mass Production Ignites AI Computing Arms Race; TSMC 3nm at Full Capacity, HBM Demand Surges
On July 25, 2026, NVIDIA announced its Blackwell Ultra AI chip mass production advanced to Q4, escalating the global AI ...
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Bitcoin ETF Outflows Top $6 Billion: Institutional Investors Rebalance Positions
Over the past six weeks, U.S. Bitcoin ETFs have seen net outflows of about $6 billion, a record high. Institutional inve...
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Thai bank stocks rally, KBANK and BBL benefit from rate-hike trend - 2570 budget
Thai bank stocks rose broadly: KBANK +5.05%, BBL +4.72%. Funds rotated into value stocks on expectations of higher inter...
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Electronics stocks fall as Meta drives data center supply above demand
Thai electronics stocks fell, led by KCE and DELTA, after Meta said it would use excess data center capacity for cloud s...
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PTT Raises ICBL Limits to Support TOP and GPSC Liquidity
PTT adjusts its intra-group ICBL borrowing and lending limits, with lending to TOP (Thai Oil) and GPSC (Global Power Syn...
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Thailand's SET Index falls in early trade; oil and electronics stocks under pressure
Thailand's SET Index fell 1.13 points in early trade to 1,587.10, with oil stocks still under pressure and electronics s...
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