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$Apple(AAPL.US) Apple plans to increase prices on its devices due to a global shortage of memory and storage chips, as confirmed by CEO Tim Cook. With rising costs impacting margins, analysts suggest that price hikes, particularly for the iPhone, could be around $100 to $270, though exact details remain unclear. Despite potential demand destruction, Apple's strong brand loyalty and product ecosystem may minimize negative consumer response to these increases. More importantly, memory shortages will eventually affect other brands like Samsung as well, and it remains to be seen if the competitors will also raise prices. @Bridge Buzz SG

STI holds firm in the aftermath of Fed's meeting last night, though reits are falling due to the Hakwish sentiment that rates are being kept constant and may even be raised in the next months. I think the biggest probability is for rate to be kept constant till the end of the year, and market should have already priced in the fact that there will most likely not be any more rate cuts.

$NVIDIA(NVDA.US) France is advancing its AI infrastructure with significant investments and the establishment of AI factories, enhancing its position in the European AI landscape. Companies like Mistral are deploying substantial resources, including a new 44-megawatt data center, while various organizations are developing models tailored to local languages and cultural contexts. Major initiatives include Mistral's new data center and collaborations with NVIDIA, resulting in efficient AI factories and the development of open models. The shift from pilot projects to widespread production highlights France's commitment to integrating AI across industries, establishing itself as a leading hub for AI development in Europe. @Bridge Buzz SG

SpaceX is now above $200 and has even surpassed Mag 7 stock Microsoft in terms of market cap. That is absolutely insane for a company that is still burning cash and not profitable in the short term. Too many unknowns on the space exploration side and many institutions holding SpaceX have already gotten in long ago at relatively cheap prices. Retail investors fomo'ing in right now could be a huge mistake with traders playing with the volatility.

$NU Holdings(NU.US) Nubank is gaining investor interest after unveiling two new AI-driven financial models: NuFormer and AI Private Banking. NuFormer serves as an AI-powered financial assistant for managing credit and spending, promoting financial inclusion while supporting long-term revenue growth. The model is currently being utilized in Nubank's major credit segment in Brazil and is set to expand into personal loans and other markets, including Mexico and Colombia. The stock has been trading between $11 and $13 for the past 2 months, with resistance closely monitored at $13. If it is able to push past that number, I believe the stock can attempt to climb back to its 52 week high. @Bridge Buzz SG

With Hormouz set to reopen on Friday, SG stocks have also rallied back. Bank stocks continue their upwards trend, while Reits remain the same due to uncertainty over interest rate decision in December. Blue chip stocks are also up, showing the strength of our local market.

$Microsoft(MSFT.US) The Infocomm Media Development Authority (IMDA) and Microsoft Corporation signed a memorandum of understanding (MOU) to advance collaboration on artificial intelligence safety and security. The partnership focuses on technical collaborations, information sharing, and developing a policy framework for AI model access, involving joint research and evaluation methods. The goal is to establish a trusted ecosystem that promotes innovation while ensuring safe and reliable AI development, reflecting Singapore’s commitment to collaborative governance in AI. Microsoft still trades at a discount to its forward valuation, and Mag 7 stocks are still more stable in the long term, albeit with lower growth. @Bridge Buzz SG

$Microsoft(MSFT.US) Recent declines in AI stocks have been influenced by a disappointing chip sales forecast from Broadcom and investor rotation towards upcoming IPOs like SpaceX, Anthropic, and OpenAI. Despite a 15% drop in Microsoft stock this month, the company has shown significant revenue growth, with its AI-related business reaching an annual revenue run rate of $37 billion. While some investors express concern about AI replacing software, Microsoft is positioned to benefit from AI advancements, making it appear to be a strong long-term investment opportunity rather than a declining asset. Besides, partnership with Nvidia for the AI PCs could be a form of revenue diversification with the downfall of Xbox business. @Bridge Buzz SG

$Palantir Tech(PLTR.US) Palantir faces technical pressure after a failed breakout above its descending trendline and 200-day moving average. The stock is now testing key support at $126.50; holding this level may allow buyers to push prices higher, while a break below could signal further downside. This movement represents a short-term trading signal rather than a fundamental shift in the company's long-term outlook, which remains tied to revenue growth and AI platform adoption. Pltr has been struggling all year, following other tech stocks like Msft and Meta. However, the fundamentals of the business are still intact, with no significant drop in revenue or increase in cost, so I remain bullish in the long run. @Bridge Buzz SG

Volatile periods over the past weeks as macroeconomic factors affect the stock market, more negatively than positively. Momentum stocks like Micron & SanDisk continue to bounce up and down by 5 to 10 percent every few days, signalling that trading volume remains relatively high. With SpaceX officially trading tonight, I won't be surprised if more inflows get added to the market to end the week.

$Alphabet(GOOGL.US) AI firm Anthropic plans to lease and manage its own data centers, seeking financial backing from Google's Alphabet for lease payments. The company has signed over a dozen preliminary agreements for U.S. data centers with more than 1 GW capacity and discussed lease payment guarantees with Google. This expansion, driven by strong demand for its AI models, comes as Anthropic prepares for a U.S. IPO, having previously filed confidentially and raised significant funds. Alphabet is trying to find its spot as it has been fluctuating between 340 to 360 over the past 2 weeks. Let's see whether they can finally stabilise and push back up. @Bridge Buzz SG

Precious metals continue falling significantly, with rate hike pressure and continuing inflation thanks to the ongoing conflict. With SpaceX IPO coming up tomorrow, both institutions and retail investors/traders have been selling and taking profit on other stocks to raise capital for SpaceX. IMO, SpaceX is too overvalued and fomo'ing into it tomorrow could be a huge risk of getting liquidated.

$Oracle(ORCL.US)Oracle's stock fell after announcing aggressive spending plans for fiscal year 2027, projecting net capital expenditures around $70 billion to support AI demand. The company reported fourth-quarter revenue of approximately $19.18 billion, a 21% year-over-year increase, exceeding estimates, with adjusted earnings of $2.11 per share.

Oracle anticipates strong cloud revenue growth and plans to raise around $40 billion through debt and equity financing, while also recently partnering with OpenAI to enhance AI deployment for enterprises. While this remains as short term pain for investors, a partial entry here could present a strategic opportunity in the long term when their backlog finally comes through and they stop taking on so much debt. @Bridge Buzz SG

$Celsius(CELH.US) The Texas Attorney General's investigation into Celsius Holdings and its subsidiary for marketing energy drinks to minors has led to a decline in share price, currently at $28.13, down 12.88% over 30 days and 33.47% over a year. Despite a perceived fair value of $55.43, concerns about regulatory risks and high P/E ratios indicate potential execution challenges in achieving this valuation. Generally speaking, the energy drink market typically undergoes a cyclical period, so rotation out of the sector isn't a major issue, especially with the fundamentals still intact. @Bridge Buzz SG

The STI remains rather resilient, recovering most of what it lost on Friday. Although the Singapore Market is often labelled as "boring" and "slow investment", volatile periods show the true strength of our own local stock market. Still in for the long term.

$Sea(SE.US) AI is transforming value creation in Southeast Asia’s internet sector, particularly benefiting Sea, as highlighted by Maybank Investment Bank. The shift emphasizes platform capabilities over cost savings, with marketplaces and trusted transaction layers becoming crucial for both human and AI interactions in e-commerce and gaming. While some investors worry that AI may disrupt marketplace advertising, Maybank argues this risk is overstated, suggesting that Shopee's ad business could remain resilient and gain from shifting budgets toward marketplace visibility. Moreover, Maribank is also projected to finally become profitable in about 2 to 3 years time, which could diversify their revenue and improve business resilience. @Bridge Buzz SG

The stock market pulled back following Middle East escalations and hotter than expected jobs report. Tech and AI stocks took the impact the most, with many falling over double digits. Even the South Korean Market experienced a circuit Breaker today with many selling off. However, I think this is a good pullback as the market has been rallying too much in a short period of time. Next up is Wed's CPI report, and that will set the tone for the rest of the week's trading.

$Apple(AAPL.US) Apple faces pressure to innovate its AI offerings to sustain market momentum, as shares approach a peak valuation not seen in 20 years. The upcoming Worldwide Developers Conference is critical for Apple, with analysts predicting that new software could boost iPhone upgrade rates and share prices, potentially reaching $440. However, skepticism remains regarding the long-term impact of these developments, with concerns that disappointing announcements could lead to a significant drop in stock prices. For now, I'm sitting on the sidelines watching the moving averages. Dips below 300 would still be reasonable, and if drops anything more than 10% could be an opportunity to add more for long term. @Bridge Buzz SG