The impact of the U.S. elections can be felt all over the world once it is over and done with.

Depending on either victorious party, the policies will impact both the industries and stocks involved.

Want to discover what stocks they are?

Click on the link here 👈️ 

Here are the news that shocked the world…

Apple of the Eye: Apple unveiled the iPhone 16, Apple Watch Series 10, and Airpods 4 [Read More]

Boeing Labour Strike: More than 30,000 Boeing workers went on strike after rejecting management’s new labour contract [Read More]

Goldman Sachs exiting: Goldman Sachs is nearly there in transferring its General Motors credit card business to Barclays [Read More]

Starbucks turnaround plan in the works: New CEO Brian Niccol wants to turn Starbucks back into a ‘community coffeehouse’ [Read More]

Oracle making good of AI: Oracle share price jumped 10% amid push for AI in cloud services products [Read More]

Here are the news covering the Asia market…

SMEE breaks ASML monopoly: Shanghai Micro Electronics Equipment’s patent, which is under review, could break ASML’s monopoly in EUV lithography [Read More]

No more cheap goods: President Biden has announced new rules that prohibit products mostly from Shein and Temu to be eligible for special customs exemption [Read More]

ESR-Logos REIT aiming to be a New Economy REIT: Proposed Japan and Singapore acquisitions to support ESR-LOGOS REIT’s ‘4R Strategy’. [Read More]

Tie-up between SingPost & Alibaba again: SingPost has signed a memorandum of understanding with Alibaba’s logistics arm, Cainiao to explore opportunities in China and Southeast Asia [Read More]

Nium IPO postponed: GIC-backed Singapore payments company, Nium Pte is pushing back its IPO listing in the U.S. to 2026 [Read More]

See below for our handpicked analyst reports:

Moore’s law states that the number of transistors in an integrated circuit will double every two years.

Nvidia has certainly beaten Moore on that.

Nvidia started off as a company that produced chips for the gaming industry.

From there, it has since found its golden goose in the hot booming trend of generative AI.

Check out the video here on Nvidia’s AI Origin Story:

After all, AI requires a lot of processing power. And Nvidia’s chips became the kingmaker of the whole industry.

Its market capitalization has almost grown by ten-fold from US$364 billion in 2022 to ~US$2.9 trillion in 2024.

Can it continue its streak? Your guess is as good as mine…

Before we start, Oppenheimer explained that the “catalyst calls are specifically tied to the election and do not necessarily reflect analysts' top picks or Outperform-rated stocks”.

And here goes…

– Industrial & overall economic policy

• Republican sweep: Caterpillar (NYSE:CAT), Regal Rexnord (NYSE:RRX), Tractor Supply (NASDAQ:TSCO), XPO (NYSE:XPO)

• Democratic sweep: Comcast (CMCSA), Eaton (ETN)

• Business Development Companies (For either a Republican or Democratic Sweep): Ares Capital (NASDAQ:ARCC); Crescent Capital BDC (NASDAQ:CCAP); Golub Capital BDC (NASDAQ:GBDC); Blue Owl Capital (NYSE:OBDC), Blue Owl Capital (NYSE:OBDE), Sixth Street Specialty Lending (NYSE:TSLX)

- Climate & environmental agenda

• Democratic sweep: Arcosa (NYSE:ACA), Ameresco (NYSE:AMRC), Green Plains (NASDAQ:GPRE), KKR (NYSE:KKR), Sunrun (NASDAQ:RUN), Xylem (NYSE:XYL)

• Republican sweep: Allison Transmission (NYSE:ALSN), Tesla (NASDAQ:TSLA)

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