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$Salesforce(CRM.US) Salesforce has a credible artificial intelligence story, but the market still needs proof. Salesforce remains one of the most important enterprise software companies in the world, with a leadership position across sales, service, marketing, commerce, data, and collaboration software. Yet the stock is down more than 33% year-to-date, reflecting investor scepticism around software, AI disruption, and Salesforce's ability to reaccelerate organic growth. Salesforce has a strong platform, attractive valuation, and major AI optionality, but investors need to see Agentforce move from promising metrics to durable revenue acceleration. @Bridge Buzz SG

The market reacted positively as Trump announced that he has ended the war with Iran. However, Israel has come out saying that they are surprised and shocked that they are not involved in the peace making deal. Who's right and who's wrong? Regardless, even if this is one of another Trump's bluff, equities took a mini breather as stocks started climbing back slowly. Overall trend still looks shaky, and consolidation over the next few trading days is crucial to determine whether bulls or bears will take over.

$Netflix(NFLX.US) Netflix is projected to reach nearly 400 million subscribers globally by the end of 2031, maintaining its lead in the streaming market. Omdia forecasts that Netflix's monthly viewership will surpass one billion by 2027, despite increasing industry consolidation among competitors like a potential HBO Max and Paramount+ merger. The streaming landscape is shifting towards greater scale and sustainability, with YouTube also expanding its influence, expected to reach 2.7 billion monthly active users by 2026. Despite the stock being down from my cost, I believe Netflix is a buy and hold for mid to long term as the demand for entertainment will most likely not die anytime soon. Besides, Netflix continues to innovate to diversify revenue and operational resilience. @Bridge Buzz SG

Oracle witht the double beat but falls because surprise surprise - they are once again raising funds and going into debt for next year. The backlog and potential are still there, what remains to be seen is whether the demand and hype can last and how long they can continue before the "bubble" pops and funds rotate out of the high valuation tech stocks.

$Amazon(AMZN.US) Amazon has raised over $80 billion in external financing this year and plans to spend $200 billion on AI in 2026, potentially leading to negative free cash flow. The company announced a $17.5 billion delayed-draw term loan facility to support its capital expenditures, with a commitment window expiring on September 30. This borrowing follows significant debt raises by other tech giants, highlighting a trend among hyped-up tech firms relying on financing to fund their AI initiatives. Amazon has now fallen back to levels seen at the start of the year, and with the market not bottoming soon, it could continue to plunge downwards. This however could open up opportunities to buy again at a lower cost. @Bridge Buzz SG

Iran and US have officially started attacks on each other once again and global markets are pricing that negatively. Tech stocks continue to take the hit as traders take profit and some investors choose to invest in bonds and cash instead. While SpaceX is 4x oversubscribed, there have been news that it has fallen from $230 to $159 in perplexity futures, indicating a rather volatile ending to the week when they officially start trading on Friday.

$NIO Inc(NIO.US)Nio's third-generation ES8 led China's large SUV market in May 2026 with retail sales of 11,472 units, marking six consecutive months of top sales. The ES8 is the only large SUV priced above 400,000 yuan with sales exceeding 10,000 units, while four Nio models, including the ES9 and Onvo L80, also ranked in the top 10 for May.

Nio's total vehicle deliveries reached a record 37,705 in May, and analysts predict the company will maintain non-GAAP profitability in Q2, driven by strong demand for high-margin SUVs. However, it is worth noting that competition is fierce in China, and rivals like Xiaomi are constantly innovating and competing for market share too. @Bridge Buzz SG

Marvell and Intel both ripped higher with the former being officially included in the S&P500 & the latter having received orders from Google for their chips. The market is still rather stable after a mini 2.6% pullback, tmr's CPI & Friday's SpaceX IPO remain the key things to watch for the rest of the week.

$Amazon(AMZN.US) Amazon is paying Corning billions of dollars for optical fiber to power and connect its rapidly expanding U.S. data centers. The agreement will play out over several years and create 1,000 jobs at Corning's North Carolina factories, the companies said. Corning's fiber optic cable and networking solutions are becoming essential elements of AI infrastructure because they enable fast connections between data centers and the racks and chips they house. Amazon Web Services CEO Matt Garman said the company's investments have created over 26,000 jobs. Last year, Amazon committed to spend $10 billion on new data centers in North Carolina. This is refreshing news given that most companies are cutting jobs nowadays. @Bridge Buzz SG

$Meta Platforms(META.US)Meta Platforms has a significant user base, with 43% of the world's population engaging daily, yet it relies on advertising for over 99% of its revenue. Despite a recent 33% revenue growth in Q1 2026 due to capital spending on AI, concerns persist about the sustainability of this growth and declining free cash flow.

As it aims to diversify revenue sources, investors are advised to closely monitor Meta's potential success in AI and its impact on long-term stock performance. Moreover, Meta's recent raising of funds did not go down well with investors as well, since they have already been spending so much on Capex. Regardless, the long term opportunity still exists with a cheaper than usual forward P/E ratio. @Bridge Buzz SG

The middle east situation just got real once more with attacks on Israel and retaliation attacks coming perhaps? Stocks sold off last Friday after better than expected jobs report and also accumulating funds for SpaceX IPO. All eyes now turn to Wed's CPI and I believe the next few weeks will remain volatile.

The stock market is finally correcting and reflecting a more realistic situation of the economies worldwide. Job layoffs have reduced disposable income and consumer expenditure as confidence declines, yet the stock market is still in greed mode, nearing all time highs. Who knows, the market could rip again once Trump confirms the 60 day ceasefire with Iran, but for now the consolidation period is necessary.

$Alphabet(GOOGL.US) Alphabet and IBM are collaborating a multi-billion-dollar market opportunity and will focus on scaling AI across industries including banking, retail, and telecommunications. As part of the agreement, IBM and Google Cloud are launching a new Google Cloud Practice that combines IBM’s consulting expertise with Google Cloud’s AI infrastructure to accelerate AI adoption and modernization projects. By partnering with IBM, Google Cloud aims to ensure that joint customers can move beyond pilots to deploy and govern production-grade AI agents across their entire cloud environment. This comes as positive news given that investors were not entirely pleased with Alphabet raising funds and issuing new shares by diluting current shareholders. @Bridge Buzz SG

Is the market finally starting to correct a little after the insane rally for the past 2 weeks? Broadcom's earning was great, even reaching historic FCF, but post market reaction was driven by a mix of extreme greed and perhaps some short sellers pressure. On the other hand, CRWD double beat was also not enough as the share slides. Besides, they announced a 4 for 1 stock split which could be something to watch out for retail investors as the stock comes down closer to its intrinsic value.

$Netflix(NFLX.US) Netflix is the largest streaming platform with a long-term growth trajectory, yet its stock is down 34% from its peak, trading at an attractive valuation. While AI stocks dominate Wall Street, Netflix's advertising model, launched in late 2022, generated significant growth, accounting for 60% of new signups in Q1 2026 and doubling ad revenue last year. With a P/E ratio significantly lower than its historical average and plans to double revenue by 2030, Netflix presents a compelling opportunity amidst high investor interest in AI. I remain bullish long term for Netflix, especially when the market starts correcting from the AI rally, that's when money will start flowing back into more stable and recession proof stocks. @Bridge Buzz SG

Investors/traders are now chasing after what prominent figures like Trump and Jensen say. Just last month, Trump's call to buy Dell has seen the stock jump double digits as people rush in to buy while Marvell also rose 32% because Jensen labelled it as the next must-have AI company. This is getting out of hand as the FOMO levels have reached new highs and people are blindly buying even when some companies have reached overvaluation concerns. Nonetheless, everyone has their own trading styles, but I'm certainly risking chasing momentum at premium valuations.

$Meta Platforms(META.US) In late May 2026, hackers exploited a vulnerability in Meta’s AI-powered Instagram support assistant, gaining unauthorized access to numerous accounts without advanced cyber techniques. The AI's design allowed it to process requests without adequate verification, enabling attackers to reset passwords and link new email addresses easily. This breach raised significant concerns about AI security, highlighting flaws in system design and the necessity for stronger safeguards in handling sensitive account functions. Besides, Meta also wanted to track employees' mouse movements for AI learning purposes, which backfired as employees were all against it due to privacy concerns. These negative news has seen Meta stock retest the 590 support line. @Bridge Buzz SG