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With so many high profile IPOs set to start in a couple of months time, I'm not surprised to see high valuations due to high expectations and interests from both institutional and retail investors. I personally feel like the market is over inflated, though the AI revolution is far from over and has more potential to grow. However, the rate at which companies' valuation is skyrocketing poses an elevated risk once money starts rotating out of the industry. It could be a great idea for swing trades on these upcoming ipos, but definitely too risky to enter full long position immediately. 

$Alphabet(GOOGL.US) Alphabet's Google and Blackstone are set to launch an artificial-intelligence cloud company, leveraging Google's specialized chips, their TPUs. Blackstone will contribute $5 billion, taking a majority stake in the unnamed venture, with the announcement anticipated shortly. Google is aggressively expanding its market share in the AI field and this latest move verifies their long term ambition to stay in the mix. Bullish for sure. @Bridge Buzz SG

$Meta Platforms(META.US) In late May 2026, hackers exploited a vulnerability in Meta’s AI-powered Instagram support assistant, gaining unauthorized access to numerous accounts without advanced cyber techniques. The AI's design allowed it to process requests without adequate verification, enabling attackers to reset passwords and link new email addresses easily. This breach raised significant concerns about AI security, highlighting flaws in system design and the necessity for stronger safeguards in handling sensitive account functions. Besides, Meta also wanted to track employees' mouse movements for AI learning purposes, which backfired as employees were all against it due to privacy concerns. These negative news has seen Meta stock retest the 590 support line. @Bridge Buzz SG

$Microsoft(MSFT.US)Microsoft reported strong quarterly results, with revenue growth and exceptional cloud performance, yet shares fell 15% in 2026 amid concerns over the timing of returns on its $190 billion capital expenditure plan for AI infrastructure. Analysts express optimism for future AI revenue growth, anticipating significant value extraction in the coming decade, while noting potential risks related to rising financing costs and market expectations.Personally, I'm monitoring the buying and selling volume, seeing if the price support level holds or falls back to $400. Let's see if the stock can recover by the end of the year. @Bridge Buzz SG

$Amazon(AMZN.US) Amazon is licensing its AI technology, originally developed for Alexa, to other retailers to enhance their online shopping experiences. The move allows retailers to implement custom AI shopping tools quickly, which aligns with Amazon's pattern of monetizing internal technology, aiming to support retailers while maintaining control over the shopping experience. This comes as a well deserved break for Amazon shareholders after the stock has been struggling to keep up with the pace of the broader S&P over the past 2 years, with Amazon now being one of the better performers among the Mag 7 stocks. @Bridge Buzz SG

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. 

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 share price has been relatively weak and consolidating around the mid 80s price range. This decline is attributed to perceived weak guidance and concerns about leadership, despite the business fundamentals remaining strong with reaccelerating growth and rising margins. The contrasting sentiment and solid fundamentals create a compelling investment opportunity, leading to a bullish outlook for long term. @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. 

$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

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.