Nebius Return Rate

Microsoft

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$NVIDIA(NVDA.US)Nvidia & Microsoft recently unveiled RTX Spark systems designed to bring agentic AI directly onto personal computers. The goal is ambitious: desktops, laptops, workstations, and enterprise PCs capable of running advanced AI agents locally rather than relying entirely on cloud infrastructure. Nvidia isn't just building chips anymore. It's attempting to create an AI ecosystem that reaches every layer of computing.The bigger challenge is if the surrounding ecosystem can scale quickly. Shortage of memory can delay system deployments. Insufficient power generation slow data center expansion. Even if Nvidia delivers every chip customers want, customers still need the infrastructure to use them. Still, Nvidia is rewriting the future while leading in every sector of AI. @Bridge Buzz SG

$Meta Platforms(META.US) Meta's shares declined after reports of a potential equity sale aimed at funding its AI expansion, following Alphabet's increased stock sale. Mark Zuckerberg has invested heavily in AI talent and infrastructure, attempting to recover from setbacks with the Llama 4 release and delayed projects. This news added on to the misery on Friday as the broader market sold off following stronger than expected jobs report, which pushed the likelihood of rate hike higher in December to 42%. Despite challenges, analysts maintain a "Strong Buy" consensus on Meta stock, with an average price target suggesting a 38.1% upside potential. @Bridge Buzz SG

$Strategy(MSTR.US) Strategy has sold off some of its Bitcoin for the first time since Saylor went public announcing that the company is going to focus on accumulating Bitcoin shares. Coupled with inflation concerns and potential for increase in interest rates, Bitcoin has been struggling to hold support and has fell below 70k. Short sell has risen significantly for Strategy as traders see the weak momentum in the stock. I do believe this stock will continue to be traded based on sentiment rather than the traditional fundamentals of a company, and it is not worth the risk of holding it long term. @Bridge Buzz SG

$Alphabet(GOOGL.US) Google Gemini is partnering with CapCut to integrate video and image editing features into its AI assistant platform. Users will soon be able to access CapCut's editing functionalities within the Gemini app, though specific features and pricing details remain unannounced. This collaboration aims to enhance Gemini's AI capabilities while addressing competition in the creator tools market, following previous integrations between the two companies. Google is rapidly collaborating with external parties to improve Gemini, with CaoCut following the footsteps of Canva. @Bridge Buzz SG

$Nebius(NBIS.US) Nebius stock rose nearly 7% after Situational Awareness LP disclosed a 5.6% stake, valued at nearly $2.6 billion, making it the largest shareholder. The company has seen a significant increase in stock value, up approximately 130% in 2026 and over 420% in the last 12 months, driven by interest in AI computing capacity. Nebius reported a revenue of $399 million for the first quarter, up 684% year-over-year, and improved its 2026 guidance following the expansion of capacity with a new data center. The overvaluation of AI stocks is real, and it is satisfying to be holding a stake at a relatively lower cost, however I will be cautious trading moving forward as we are reaching ridiculously high optimism in the equities market. @Bridge Buzz SG

$Amazon(AMZN.US) Amazon is reporting earnings after the bell and AWS remains one of the key things to take note of. On top of that, tonight will be Powell's last FED meeting and rate cut decision, and this would definitely affect the overall market on top of the earnings of Mag 7 companies. Expect volatility of maybe around 5% based on options statistics and how people are estimating earnings to turn out. @Bridge Buzz SG

$Super Micro Computer(SMCI.US) SMCI saw a 7% decline in trading today, driven by profit-taking in AI infrastructure stocks amid a broader semiconductor sell-off, following Broadcom's decision to maintain its AI revenue target. Despite the drop, the stock remains above key moving averages and is experiencing a strong intermediate-term uptrend, though technical indicators suggest it may be overbought. The next earnings report on August 4 is anticipated, with analysts predicting a rise in earnings to 69 cents per share and revenue growth to $11.73 billion. The current drop could provide investors an opportunity to start/add to their positions for the long term, but I would advise against going all in as there is no signal yet to see when the drop will stop. @Bridge Buzz SG

$Unitedhealth(UNH.US) Midterm years are usually not as favourable for healthcare stocks as the turnover in policies may not be good for the sector. This is especially evident after Trump took over Presidency, and his policies are harsher on the profitability of healthcare companies. Nonetheless, Unitedhealth remains one of the biggest healthcare operator in the US and I expect them to compound and eventually get back up. @Bridge Buzz SG

$ServiceNow(NOW.US) Software stocks experienced a significant surge following strong performances from Snowflake and Okta, indicating resilience amid AI disruption. The iShares Expanded Tech-Software ETF rose 8% this week, marking a 21% increase for May, the best monthly performance since October 2001. Snowflake's $6 billion deal with Amazon and positive guidance, along with Okta's focus on identity security tools, highlight the growing importance of AI in the software sector. Servicenow also benefitted from the positive sentiment, recovering sharply and pushing past the $100 resistance level. Trump's q1 purchase of NOW also reaffirmed institutional belief in Saas stocks. @Bridge Buzz SG

$IREN(IREN.US) Iren has established a strategic partnership with Nvidia, positioning itself as a key player in the data center space, particularly for AI technologies. The deal includes Nvidia's commitment to purchase up to 30 million shares at $70 each and a five-year agreement for significant AI cloud capacity. Iren's recent initiatives, including energizing its Sweetwater 1 facility and previous contracts, indicate potential for rapid revenue growth and expanded market presence. There is much left to see how quickly Iren can turn profitable from data centres. Their story is also a successful one in transforming a company from one sector to another to capture the trend and demand. @Bridge Buzz SG 

The market is overly optimistic right now with software stocks recovering sharply as well from the Saas apocalypse. The US stock market is surging to new highs everyday, with memory stocks leading the way. Yet, staple & consumer stocks that have great fundamentals like bank stocks are overlooked and remain relatively cheap with low p/e. 

Bitcoin slumps once again to 3months low as crypto sentiment weakens further with chances of rate hike in December spiking. The mass layoffs due to AI did not help as well, with unemployment rate staying high at 4.3%. 

【Week 2 – My Portfolio Health Check, Bank stocks are underrated】JPMorgan is one of the best-run banks on earth and their earnings just reflected that. They added 4.5billion in revenue YOY, and continue to increase revenue from different segments of the business, be it through M&A advisory fees or fixed income trading. Price to earnings ratio is also relatively cheaper than most of the time in history and yet people are overlooking the bank stocks. In my opinion, anything under 300 or close to 300 is a buy for me as JPMorgan has proved to be a solid choice through downturns like Covid and global financial crisis. @Bridge Buzz SG