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$Alphabet(GOOGL.US) Google is experiencing significant stock decline, with shares of Alphabet down 7% due to rising AI concerns and the departure of key researchers to competitors. The company faced a talent exodus after Noam Shazeer's and John Jumper's exits, which raised worries about its AI capabilities amid heavy investments in the sector. Compounding the issue, Microsoft's CEO warned about the commoditization of the AI market, leading investors to question the sustainability of Google's AI spending. Was Berkshire's investment into Google a wrong decision? Definitely not. However, I do believe their entry was too high, going against Buffet's classical strategy of buying into companies at the right valuation. @Bridge Buzz SG

Trump's media threats clearly backfired as JD Vance was left stranded in Switzerland while Iran officials walked out of peace negotiations. The broader market continues the pullback, led by the large cap and Mag 7 companies. Meanwhile, there are some rotations back into finance and small cap companies. Next up is Micron's earnings, where I expect good delivery but a sell off from profit taking

$NIO Inc(NIO.US) Nio Inc will deliver its 120,000th third-generation ES8 shortly, marking a significant milestone just weeks after the 110,000th delivery. The third-generation ES8, pivotal in Nio's financial recovery, has reported strong monthly sales, reflecting its importance in the company’s lineup, accounting for 46.30% of total deliveries so far this year. A five-seat variant of the ES8 is set for pre-orders on June 28, aiming to expand customer access and maintain sales momentum. However, the overall chinese market is not at its strongest right now, and as outlined before, close rival in Xiaomi is also gaining market share. It might take some time before Nio can challenge to break resistance. @Bridge Buzz SG

And as expected, the US-Iran Peace agreement is once more at stake when the market is closed. I'm not surprised at this point, and with Warsh's hawkish stance on his first FED meeting, the macro concerns have been piling up and putting pressure on the equities. Tech names are selling off the most, while certain staple sectors are still doing decently.

$Salesforce(CRM.US) Capita expanded its collaboration with Salesforce to deploy Agentforce 360 and MuleSoft for various regulated BPO clients. A new framework agreement aims to integrate Salesforce AI agents into clients' operations, starting with internal deployment before commercialization. In 2025, recruitment deployment resulted in saving over 1,000 hours and a 43% reduction in candidate screening time, with more than 350 AI agents currently in operation. Agentforce is Salesforce primary weapon moving forward. Many top companies are still tapping on Agentforce's capabilities and potential which is what's keeping Salesforce relevant. Software sector continue to flop, though I personally feel that the drop is overblown. @Bridge Buzz SG

Warsh first FED conference and he maintained interest rates but turns hawkish - a sign for rate hike come end of year? Stocks crumbled hard last night but overnight looks ok to me as most have recovered slightly. Tech stocks are the most likely to bear the grunt of the news as people rotate money back into safer sectors like healthcare & banking. I do think 2026 will still end with a double digit growth year but I don't expect another explosive upwards trajectory for the rest of the year.

$Microsoft(MSFT.US) Microsoft has been sued by shareholders who accused the company of defrauding them and inflating its stock price by failing to disclose slowing growth in its Azure cloud business and the need to spend billions of dollars on AI infrastructure. The proposed class action led by a Michigan pension fund was filed in Seattle federal court on Friday, after Microsoft shares fell 10 per cent on Jan 29 in response to its quarterly earnings report a day earlier. About US$357 billion of market value was erased, and Microsoft's stock suffered its biggest one-day decline in nearly six years. The dip comes as another opportunity once more as I believe Microsoft will eventually solve its problems and climb back again. @Bridge Buzz SG

I honestly have no clue what Warsh would do to interest rate as lagging economics data has yet to show the full impact of the Middle East War. Regardless, volatility is to be expected with traders pulling out from high value tech stocks like Micron and Intel. On the SG side, things look relatively calm and on the upside as banks continue to flourish. Let's see how the next weeks unfold.

$Netflix(NFLX.US) Netflix's shares fell nearly 4% amid concerns over its failed acquisition attempt of Roku, Inc., which went to Fox Corp for $22 billion. The company's ongoing participation in major M&A discussions raises concerns about strategy and valuation despite its disciplined approach to pricing. The stock is currently trading near its 52-week low, experiencing a significant downtrend, with upcoming earnings expected to provide crucial market insights. However, insiders and analysts remain bullish on the company with most price targets set above $100, signalling a huge upside from current prices. I'm looking to add some on this dip to average down. @Bridge Buzz SG

Memory names moved the most last night, with stocks like SanDisk and Micron continuing to roar back following ceasefire deal. The S&P gained nearly 2% in 1 day, going back near to ATH after 2 weeks of volatility. The index is up around 10% this year already, and with another 6 months to close the year, there is real possibility for another high double digit growth year. However, with lagging economic and inflation data surfacing soon, will that renew investors' concerns?

$Meta Platforms(META.US) Meta has started dismantling its $2 billion acquisition of Manus, a Beijing-founded agentic artificial intelligence startup. The news arrives after China’s National Development and Reform Commission ordered the deal reversed in April 2026 under the country’s foreign investment security review process.The operational split involves Meta erecting a data firewall between itself and Manus, blocking Manus staff from accessing its internal systems, and prohibiting its employees from using Manus tools for internal projects. I personally don't think this affects Meta greatly, but the deal introduces a novel category of geopolitical risk that investors must now price into any future artificial intelligence acquisitions involving Chinese-origin tech or personnel. @Bridge Buzz SG

US-Iran Peace Deal is all done, just left with putting pen to paper on Friday. Markets roared back upwards, but how long will this relief last this time round? There is still time for things to go wrong (let's hope not), but I genuinely won't be surprised if it doesn't turn out as planned. Regardless, we can enjoy the temp stabilisation of stocks for now.

$NIO Inc(NIO.US) William Li, founder of Nio Inc, warned of a potential 15% to 20% drop in China's auto retail sales this year while predicting Nio's own sales growth of 40% to 50%. The company delivered 150,526 new vehicles from January to May, achieving a 68.70% year-on-year growth, and reported a profit of 68 million yuan in Q1 2026. William emphasized the necessity for companies to enhance foundational skills and adapt to a saturated market, asserting that the transition to pure electric vehicles is irreversible due to improving infrastructure and market penetration trends. This doesn't come as a surprise since China's EV market is incredibly competitive. It would be interesting to see if Nio can indeed keep up the growth rate. @Bridge Buzz SG

$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.