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$Alphabet(GOOGL.US) The AI trade is shifting focus from semiconductor companies to those that can monetise AI effectively, with Alphabet Inc gaining prominence. Alphabet's first-quarter revenue rose to $110 billion, driven by significant growth in Google Cloud while they continue to invest and innovate in their TPUs. It is still too early for companies to shift away from Nvidia's chips but if Alphabet is able to create a similar ecosystem like Nvidia's chips, they could take away a significant portion of the AI chips market share. Besides, Google is also thriving in other sectors like autonomous driving, with Waymo successfully launching thousands of rides. Right now, investors are mostly interested in whichever companies are able to monetise AI effectively. @Bridge Buzz SG

$Alphabet(GOOGL.US) Alphabet wowed investors with its latest earnings. Google cloud gaining traction, Waymo completing 500,000 autonomous rides per week. It just seems like Google is excelling in all segments of its business. This is clearly reflected by the huge surge in demand where massive inflows have been pushing Alphabet to new ATHs. However, it is important to note that it is currently in the overbought territory, and it is only a matter of time before traders take profit and the stock pulls back to a reasonable price before stabilising. Do be careful not to get caught by the fomo trend. @Bridge Buzz SG

CoreWeave raised its 2026 capital expenditure forecast, citing increased component prices, which led to a 9% drop in shares after hours. Even though earnings beat expectations, increase in capex once more strikes fears into investors as they sell off the stock. Feels like AI Capex spending is going to be the hottest topic of 2026.

$Microsoft(MSFT.US) OpenAI and Microsoft have agreed to cap their revenue-sharing payments at $38 billion, enhancing OpenAI's attractiveness for its upcoming IPO. Microsoft will remain OpenAI's primary cloud partner, with products launching on Azure first, but OpenAI can also serve other cloud providers. Despite positive early partnerships, close competition from Gemini and Claude has caused the hype for OpenAI to die down massively. Microsoft being a major Shareholder also hasn't benefitted much yet, with the shares plunging more times than skyrocketing whenever news of OpenAI appear in the press. @Bridge Buzz SG

$Amazon(AMZN.US) Amazon plans to invest up to $25 billion in Anthropic, building on a previous $8 billion investment, to enhance AI infrastructure. Anthropic committed to spending over $100 billion on Amazon Web Services technologies, securing capacity for training its Claude AI models. This collaboration comes as a bullish sequence for Amazon as the company looks to secure its growth for the present and the future. Although Amazon is currently leading the Mag 7 in gains YTD, I'm still cautiously optimistic as we have seen in the past how fast traders sell to take profit from the stock. @Bridge Buzz SG

Iran and US ceasefire is coming to an end and the 2nd round of peacetalks have yet to begun. Trump isn't going to budge with the blockade of Straits of Hormuz and Iran is retaliating as well. Interesting week ahead as volatility spikes. 

$Netflix(NFLX.US) Netflix has been falling into a slump recently with share prices failing to hold over the 90 support line. This is similar to the situation a few months back when the stock kept falling slowly with no new catalyst. However, I am not worried as this is an accumulation period. Fundamentals are strong and with constant innovation, I believe Netflix is a great stock to hold as the entertainment industry never dies. @Bridge Buzz SG

AMD continues to soar higher following outstanding earnings. However, I believe it is in the overbought territory and would prefer to sit on the sidelines, wait for prices to come down and stabilise before making a move. AMD's potential is real, but forward price to earnings ratio is also significantly higher than its competitors like Nvidia, so naturally the risk is also greater. 

Silver was ripping yesterday amidst fresh inflation concerns while memory stocks continue soaring higher. With Trump visiting China and rumours of China investing into facilities in US, will this lead to more optimisim and new ATHs or that just being another fake partnership? Regardless, CPI data will perhaps lead to some profit taking sooner or later. 

US CPI came in hotter than expectations and now suddenly its not a question of when the next rate cut might happen. It is an if it would even happen. We still don't know how the new FED chair Warsh is like and his work style as market start to price in concerns of a rate hike instead. Yet the S&P remained relatively strong with the assurance from Trump, signalling that the stock market continues to trade on Trump's words more than fundamentals.