$SE

Sea Ltd. (SE) will use Nvidia's (NVDA) next-gen AI chips, Vera Rubin, to boost AI development across its platforms, including Shopee, Garena, and Monee. The investment aims to enhance AI models and agents, with AI tools already driving sales growth and risk assessment improvements. Sea is expanding AI partnerships and roles as part of its strategy to become an 'AI-native' business.

Wall Street analysts issued updates on various companies. BP (NYSE: BP) was upgraded to Overweight with a $71 target, Dollar Tree (NASDAQ: DLTR) to Buy with a $140 target, and Occidental Petroleum (NYSE: OXY) to Buy with a $69 target. Exxon Mobil (NYSE: XOM) was downgraded to Equal Weight with an $182 target. Other notable initiations and changes include Lennar (NYSE: LEN), Rocket Lab (NASDAQ: RKLB), Teva Pharmaceuticals (NASDAQ: TEVA), and more.

Singapore Exchange's SDR program for US stocks (Grab, Sea, SpaceX) sees low trading volumes ($2.3M for SpaceX, $24M for Grab/Sea) since July, struggling to compete with US markets. SGX aims to offer Asian-hour access, but low liquidity and investor unfamiliarity pose challenges. Nasdaq and NYSE plan 24-hour trading. Grab, Sea, and SpaceX declined to comment.

Chen Jingye (CPO, Shopee) sold 60,000 indirectly-held shares of Sea Ltd (SE) at an average of $102.79 ($100.77–$103.82, $6.17M total) across 6 trades over 2026-09-21 to 2026-09-22 under a Rule 10b5-1 trading plan.

Ye Gang (COO) sold 40,000 indirectly-held shares of Sea Ltd (SE) at an average of $101.88 ($101.38–$104.76, $4.08M total) across 6 trades over 2026-09-17 to 2026-09-18 under a Rule 10b5-1 trading plan.

Hou Tianyu (CFO) sold 15,000 indirectly-held shares of Sea Ltd (SE) at an average of $101.62 ($101.26–$104.76, $1.52M total) across 4 trades on 2026-09-17 under a Rule 10b5-1 trading plan.

Chen Jingye (CPO, Shopee) sold 60,000 indirectly-held shares of Sea Ltd (SE) at an average of $101.52 ($100.24–$103.01, $6.09M total) across 6 trades over 2026-09-17 to 2026-09-18 under a Rule 10b5-1 trading plan.

Sea Limited is projected to report Q2 earnings of $1.08 per share and revenue of $8.36B, both above prior-year levels. COO Gang Ye sold 40,000 shares for $4.2M but retains a $2.18B stake. The company's premium P/E and upcoming earnings are key focus areas for investors, with growth and competition in e-commerce, gaming, and fintech sectors being critical factors.

Sea Limited's COO Gang Ye sold 40,000 shares worth $4.2 million using a pre-planned trading plan. He retains a $2.18 billion stake. The company reported $27.7 billion revenue and $1.6 billion net income over the past year, with a market cap of $58.7 billion. The stock has declined 45% over the past year.

Chen Jingye (CPO, Shopee) sold 60,000 indirectly-held shares of Sea Ltd (SE) at an average of $103.98 ($103.26–$106.04, $6.24M total) across 7 trades over 2026-09-15 to 2026-09-16 under a Rule 10b5-1 trading plan.