Palantir Q1 2026: Revenue Up 85%, CEO Calls Most AI Garbage
Palantir reported Q1 2026 revenue growth of 85%, its fastest since the 2020 IPO. On the same call, CEO Alex Karp called most commercial AI garbage. The two facts are not contradictory, and that distinction is the key to understanding the business.
Vietnam Seafood Up 12%, But Risk Has Changed Address
VASEP's 4-month 2026 data: Vietnam seafood exports rose 12% even as US imports fell 7%. China has surged to the top spot, bringing a far less predictable type of risk with it.
Brent Surges to USD 114: Three Vietnamese Stock Groups, Three Different Reads
Iran struck Fujairah's oil port on the night of May 4, sending Brent up nearly 6% to USD 114.44. Three groups of Vietnamese stocks face the impact through entirely different channels ahead of the May 5 morning open.
Vietnam Ba2 Positive: A Probability Signal for Bond Yields
Moody's upgraded Vietnam's rating outlook to Positive on May 4, 2026. This is not a formal upgrade, but bond markets start repricing before Moody's acts. Here is the three-layer mechanism every bond investor needs to understand.
US Interest Costs Top Defense: Why Global Rates Stay High
For the first time since 1934, the US paid more to service its national debt than to fund its military. Three debt jumps over 16 years explain how we got here, and why global interest rates are unlikely to return to the lows of 2010–2020.
PMI Drops to 50.5: Oil & Gas Leads, Real Estate Lags
On the same day Vietnam's manufacturing PMI slipped to 50.5, oil and gas stocks surged while real estate fell hardest. Here is the mechanism that explains the divergence.
NVL Hits Floor After 3-Year Peak: 48% Dilution Locked In
On May 4, NVL dropped to its daily floor price (-6.83%) after touching a 3-year high. The market is repricing a dilution plan for 1,079 million new shares, nearly 48% of current float, approved at the April 23 AGM.
GameStop's $56 Billion eBay Bid: From Meme Stock to Serious M&A
Same ticker, two completely different stories: January 2021 was a social-media bubble; May 2026 is a genuine M&A proposal from a company that spent five years accumulating $9 billion in cash.
VN-Index in May: Hormuz and US Jobs Data Set the Stage
VN-Index closed April up 10.73%, its strongest monthly gain since 2020. May opens with two unresolved macro variables: the Hormuz escort operation and the US non-farm payrolls report on May 6.
VN-Index +10.7% in April: Why F0 Portfolios Are Still in the Red
VN-Index posted its strongest monthly gain of the year in April, yet most retail investor accounts are still showing losses. Three structural mechanisms explain the gap.
Petrolimex Loses VND 1,000bn in Core Segment Despite Peak Gas Prices
Petrolimex posted an estimated loss of over VND 1 trillion in its petroleum distribution segment in Q1/2026, exactly when domestic fuel prices were rising sharply. A lesson in reading regulated-price distributors correctly.
FDI Disbursement Hits 5-Year High, Industrial Park Stocks Diverge
Vietnam's FDI disbursement for the first four months of 2026 reached USD 7.4 billion, the highest in five years, led by Singapore's USD 6.05 billion. Yet industrial park stocks diverged sharply in April, splitting into three distinct tiers.