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$Meta Platforms(META.US) G Sachs said in a report that, following the release of 2Q26 results, management of Meta provided several key narratives, including the company's ongoing AI-driven computing investments, which continue to demonstrate healthy returns; AI agents are likely to become a more visible extension beyond its core business; regarding broader enterprise AI opportunities, management outlined multiple opportunities covering foundation models, tools for building/scaling operations such as one-stop business solutions, as well as direct monetization of computing resources such as cloud licensing transactions, although investors may still have questions regarding the scale of investment required to build these businesses and the monetization pathway; infrastructure investment is expected to remain elevated and targeted in the medium term, but visibility or a specific framework for longer-term capital plans remains lacking. They cut their price target down to $725, which is still a long way up from current prices. With big tech rebounding strongly, Meta continues to prove that the slightly weaker quarter is just a temporary hindrance to the long-term higher uptrend of the stock. @Captain's Treasure

$Oracle(ORCL.US) Artificial intelligence has upended traditional per-seat software pricing models, leading to industry-wide chaos and experimentation with diverse monetization strategies. Software vendors and enterprises are struggling with opaque token-based pricing while shifting toward outcome-based models that charge for specific measurable business results. Companies are increasingly adopting hybrid pricing and model routing to balance cost predictability with flexibility as they navigate AI investments. What this all means for Oracle who is still in massive debt is just more bearish sentiment. The day hyperscalers start spending lesser on AI, chips etc, it may signal a crash as people start to rotate out. The question now is whether Oracle can recover to its prime and still take advantage of this AI rally before it all "pops". @Captain's Treasure

$Apple(AAPL.US) Apple shares fell after a disappointing forecast showed that the iPhone maker was struggling to secure enough components as the AI-driven data center boom strains global supply chains. Tim Cook, widely hailed as a supply-chain genius, called the shortages “very significant” and said Apple had limited options to address them. If even at Apple’s scale they are saying they are out all supply chain flexibility, it’s really bad for everyone. Big Tech has been scooping up advanced chip-making capacity and memory chips to power its AI data centers, sparking shortages and price increases that are expected to shrink both the personal computer and smartphone markets this year. Apple had cushioned some of the blow from surging memory costs by drawing on stockpiled inventory, but Cook said that the buffer was fading and shortages of processors were keeping it from meeting strong demand for iPhones and Macs. Its forecast on Thursday for revenue growth of between 9% and 11% in the current quarter fell short of Wall Street’s roughly 12% estimate, and softer growth in its services business also overshadowed otherwise strong June quarter results. The slowdown could deepen if iPhone sales take a hit from a price increase that many analysts expect during the launch of the new lineup, which typically happens in September. @Captain's Treasure

$Microsoft(MSFT.US) Microsoft reported fourth-quarter revenue of $90.01 billion, up 18% year-over-year. The revenue total beat a Street consensus estimate of $87.62 billion. Overall cloud revenue was $59.3 billion in the quarter, up 27% year-over-year. Under Intelligent Cloud, the Azure and other cloud services revenue was up 43% year-over-year. The company reported quarterly earnings per share of $4.74, beating a Street consensus estimate of $4.24. In the fourth quarter, Microsoft returned $10.2 billion in dividends and buybacks to shareholders. "This year, Azure revenue surpassed $100 billion for the first time, and Microsoft 365 Copilot reached over 30 million paid seats, reflecting the confidence customers are placing in us to power their AI transformation," Microsoft CEO Satya Nadella said. This huge beat has also led to a temporary rally in chip stocks as people start to believe that the AI hype train is far from over. @Captain's Treasure

$Palantir Tech(PLTR.US) Oppenheimer says that Palantir is predicted to produce better than expected results come next week during earnings. The firm forecasts sales to be up around 85% from a year ago, over Palantir's guidance for growth of about 79%. It also expects the company to improve its full-year outlook above its existing outlook for sales growth of 71%. Oppenheimer said business with the U.S. government remains the biggest source of growth. It is benefiting from increased spending by the Department of Homeland Security and growing activity across a number of U.S. military services and combatant commands. The company forecasts more tepid growth in foreign government as certain European allies examine other providers. However, I think we have seen enough from other companies that even when they churn out better earnings, the stock drops regardless due to the massive outflow of capital from hardware and chip stocks. Hence, I am not having high expectations. @Captain's Treasure

$NVIDIA(NVDA.US) Alphabet raised its 2026 capital spending forecast while Amazon has said it expects to invest about $200 billion this year. Meta also plans $125 billion to $145 billion. Add it up, and just 3 companies intend to spend more than half a trillion dollars in a single year, most of it on AI infrastructure. And that tally leaves out Microsoft, which has pointed to about $190 billion of its own. Nvidia the dominant supplier of the graphics processing units (GPUs) those data centers are built around, collects most of this money. Alphabet, for instance, said on its earnings call that about 60% of its technical infrastructure investment in the second quarter went to servers, with the rest going to data centers and networking equipment. The flow shows up directly in Nvidia's results. In Q1 FY2027, revenue rose 85% year over year to a record $81.6 billion. Data center revenue climbed 92% to $75.2 billion, and total revenue rose 20% from the prior quarter as well. And the company guided for about $91 billion in revenue in its fiscal second quarter, all while holding its gross margin near 75%. This shows Nvidia is still the sleeping giant that the fomo investors are missing out on. @Captain's Treasure

$American Express(AXP.US) American Express shares dropped 5% despite beating second-quarter profit expectations and raising its 2026 revenue growth forecast. Analysts noted disappointment due to the absence of acceleration in billed business and revenue growth, with some investors expecting a higher revenue forecast. Despite the decline, analysts like Cristopher Kennedy encourage buying AXP shares on weakness, citing the highest spend growth in three years and strong business performance. Besides, American Express raised its full year 2026 revenue growth guidance to 10%. I think the dip is a buying opportunity, with AXP still confident in its growth and raising guidance. Solid fundamentals still intact. @Captain's Treasure

$Alphabet(GOOGL.US) Alphabet's shares dropped after the company reported mixed second-quarter results, with revenue up 24% year over year but impacted by high capital expenditures. The earnings beat expectations, primarily due to substantial equity investment gains, although underlying operational figures were less impressive, causing investor skepticism about the stock's outlook. Moreover, the company raised its capital expenditure forecast significantly while Google Search revenue fell short of expectations, contributing to cautious market sentiment amidst broader AI spending concerns. I just bought the dip because I believe the reaction is overdone. If Bershire believes in Google at $360, why would I not believe at $330? @Captain's Treasure

$Celsius(CELH.US) Celsius refinanced its credit agreement, replacing a US$700 million term loan with a US$694.75 million loan at a lower interest rate, aiming to reduce borrowing costs and enhance financial flexibility. The company reported Q1 2026 sales of US$782.62 million and net income of US$110.1 million, indicating that interest savings are less impactful on overall profitability amidst growth goals and potential risks. Analysts project varied revenue and earnings growth for Celsius by 2029, with the potential for significant upside if growth continues, although concerns about cost pressures remain. Average analysts' price target remain about 50% higher, but I genuinely don't see the upside anytime down, especially with their ongoing lawsuit as well. @Captain's Treasure

$SPDR Gold Shares(GLD.US) Gold prices increased by over 1% amid diplomatic negotiations aimed at easing the U.S.-Iran conflict, impacting inflation and interest rate decisions. A proposed 10-day ceasefire in the conflict may influence the outlook on oil prices, which softened on reports of mediation attempts contrasted by ongoing hostilities. While the Federal Reserve is expected to maintain current interest rates, there is a 64% probability of a rate hike in September, affecting market dynamics for precious metals. In my opinion, I don't really trust the proposed ceasefire deal as we have seen in the past how these "peace deals" fell apart in the matter of days. Moreover, now may be a good time to start accumulating some gold for the future. @Captain's Treasure

$Palantir Tech(PLTR.US) Palantir Technologies has garnered mixed investor opinions, primarily due to its high valuation metrics, trading at a forward P/S multiple of around 41 and a P/E ratio near 90. The company has demonstrated impressive revenue growth over 11 consecutive quarters, showcasing an 85% increase in the first quarter, driven by new customer additions and efficient growth from existing clients. Palantir's AI solutions, particularly its Artificial Intelligence Platform, have achieved strong customer retention with a net revenue retention rate of 150%, highlighting its potential for significant future growth. The problem is the stock has ran up too much last year and now the hype has been transferred to other stocks, leaving Palantir accumulating in the current range. @Captain's Treasure