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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. 

$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

$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

$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

$Amazon(AMZN.US) Amazon has raised over $80 billion in external financing this year and plans to spend $200 billion on AI in 2026, potentially leading to negative free cash flow. The company announced a $17.5 billion delayed-draw term loan facility to support its capital expenditures, with a commitment window expiring on September 30. This borrowing follows significant debt raises by other tech giants, highlighting a trend among hyped-up tech firms relying on financing to fund their AI initiatives. Amazon has now fallen back to levels seen at the start of the year, and with the market not bottoming soon, it could continue to plunge downwards. This however could open up opportunities to buy again at a lower cost. @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 

Precious metals rose alongside stock market last night which is an interesting phenomenon as it reflects not everyone is convinced with the optimism amidst rising inflation coupled with weaker economic growth. Then again, this is no longer surprising. Ever since Trump took office, his unpredictable policies have led to insane surges of precious metals as investors pivot to the traditional safe havens. 

$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

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. 

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. 

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. 

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. 

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. 

$SoFi Tech(SOFI.US) SoFi shares rose sharply over the past 2 days, driven by the launch of SoFiUSD, its new U.S. dollar stablecoin available in the SoFi app. The stablecoin, described as a "bank-grade" product, allows nearly 15 million members to transact directly within the app, enhancing the company's financial platform. Market momentum remains weak, with important price levels to watch being a resistance at $20.00 and a support at $16.50, indicating the potential for a trend repair if key moving averages are reclaimed. Yet, this is a much needed relief for Sofi after struggling for months, and I will relinquish it for the time being. @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. 