Berita & analisis pasar
Tetap selangkah lebih maju di pasar dengan wawasan ahli, berita, dan analisis teknikal untuk memandu keputusan trading Anda.

Kami telah menghabiskan tiga angsuran terakhir dari seri ini untuk memetakan pipa ekonomi 2026: bank-bank yang menambatkan ibukota, utilitas yang memasok elektron, dan pembuat chip membangun silikon. Saat musim pelaporan April memasuki babak terakhirnya, perhatian bergeser ke pintu depan.
Meta, Amazon, dan Apple duduk di titik di mana pembangunan AI bertemu konsumen dan bisnis sehari-hari.
Mengapa pengembalian investasi sekarang menjadi fokus
Kesenjangan yang sulit, kadang-kadang disebut “Dispersi Besar”, terbuka antara perusahaan yang memungkinkan AI dan perusahaan yang memonetisasinya. Meta dan Amazon berada di pusat siklus belanja modal (capex) besar-besaran, terhadap perkiraan pengeluaran di seluruh industri sekitar US $650 miliar hingga US $700 miliar pada tahun 2026.
Itulah sebabnya metrik pengembalian investasi (ROI) berada di depan pikiran.
- Adalah Meta Penargetan iklan berbasis AI cukup kuat untuk membenarkan program pengeluarannya?
- Adalah Amazon Layanan Web (AWS) mempercepat ulang cukup cepat untuk mendukung push silikon khusus?
- Bisa Apel mempertahankan penilaian premiumnya dengan menunjukkan siklus iPhone 17 itu nyata, bahkan di pasar China yang lebih sulit?
Pada tahun 2026, pertanyaannya bukan lagi hanya siapa yang dapat membangun pusat data. Dialah yang dapat mengubah investasi tersebut menjadi keuntungan yang berkelanjutan dan margin tinggi. Dengan pasar energi yang lebih tenang setelah gencatan senjata baru-baru ini, penilaian teknologi memiliki ruang untuk bernafas. Sekarang pasar menginginkan bukti.

Daryl Guppy is the founder of GuppyTraders.com, Commentator for CNBC Asia, Author of multiple books on trading including Share Trading, Bear Trading and Trading Asian Shares. He is one of the most original and astute Australian commentators from the early days of the industry and with that comes a wealth of market experience. In this episode we covered: China and his experience How he got into financial markets Technical charting, Fundamental analysis How Guppytraders.com started; and Perception of China and the Trade Wars.

Rupert Hackett is the Co-Founder and Advisor at Caleb & Brown, while also a Director at ADCA (Australia Digital Commerce Association). Caleb & Brown is Australia’s first cryptocurrency brokerage, and Rupert is undoubtedly one of the best minds when it comes to local industry governance in Australia. This was a great chat on the developments in the world of cryptocurrency on the client side on the business.
In this episode we covered: OTC, Caleb & Brown Crypto, consulting, and risk How exchanges and settlements work Client demographics and acquisition; and The global crypto market & analytics.

Damien Loh is the Chief Investment Officer of Ensemble Capital, and former Executive Director at J.P. Morgan Singapore. Ensemble Capital is a fund manager focused on global absolute returns, through an AI & human investing approach in Singapore.
Damien is a super fascinating guy with a long career ahead of him in this new world of AI-driven investments. In this episode we covered: Insight from his time at J.P. Morgan How he got into finance and trading Ensemble Capital, the AI system Investment time frames How they approach risk

Alex Saunders who is affectionately known as “Nugget”, is one of Australia’s foremost market commentators and educators in the digital asset space. The Founder of popular media and education in Nuggets News, Alex’s passion for crypto was born from a frustration of traditional financial markets that many first adopters feel in this space. His education has allowed many traders to steer clear of scams in the industry, focusing instead on developing a framework and community that centres on high-value projects.
In this episode we covered: What Alex loves about Tasmania Pharmacy over dentistry How he got into crypto Banking and financial services The current and future state of crypto His approach to value-investing

Chris Gore ( Linkedin ) is the CEO of GO Markets, Company Secretary and Responsible Manager for their AFSL licence. He’s a long-serving staff member at GO Markets and an industry veteran in the OTC Derivatives market and commentary business, with over a decade of experience. Chris is most known for showing a level-headed approach in an often unsettled industry.
This is a fascinating episode where we cover: Favourite podcasts What’s to come in Forex & how the industry has changed The future of GO Markets The state of the global economy Looking back at the 2016 U.S. Election

Quinn Perrott ( Linkedin ) is the Co-Founder & General Manager of TRAction Fintech, a regulatory technology business. Quinn has been a long time operator in the Retail Forex space, whether it’s running leading businesses like City Index and AxiTrader, or deciding to create a business in the niche space of regulatory technology. He has a unique perspective as a long time operator, with his knowledge helping average traders to understand the market and industry participants to better understand their business.
This episode covers: Living in Cyprus Quinn’s path to Forex Starting TRAction Fintech What Quinn misses about the FX/CFD businesses New regulation from GFC How blockchain tech can impact reporting
