Meta Platforms has evolved into a diversified AI-driven technology platform. But with rising capital intensity, does Meta’s valuation still offer compelling upside?
Browsing: Growth Stocks
ServiceNow’s latest quarter tells a very different story from the doom and gloom surrounding SaaS stocks.
Amazon’s massive AI investment is driving higher capital spending. Should investors worry about the impact on Amazon stock?
Tariff threats are here to stay – at least for now. How do we add resilience to our portfolio?
The stock market is measuring what’s easy to see and missing what actually matters.
Discover how to invest S$20,000 in three high-potential Asian-themed stocks riding the region’s massive economic modernization.
We look at Lendlease REIT’s expansion, Centurion and Wilmar’s earnings, the S$1.2B UI Boustead REIT IPO, and Netflix’s strategic pivot in this week’s market highlights.
AI was expected to replace traditional software, yet new results reveal it is strengthening, not shrinking, the industry’s biggest players.
UMS and AEM both ride the semiconductor cycle, but their business models, customer exposure, and growth prospects differ — which offers stronger long-term upside?
Alphabet has been investing aggressively on AI across search, cloud, and advertising. But does the market fully reflect its long-term earnings potential yet?
We look at a landmark AI chip partnership, a divided US central bank, Singapore’s strong electronics export performance, and the latest operating metrics from the SIA Group.
When the stock market panics, it pays to check if the fear makes sense.
Some AI-linked stocks have undergone deep selloffs. Before writing them off, investors should ask whether these market selloffs by the market are truly justified by the companies’ fundamentals.
The AI race is on as the cloud titans jostle for dominance. Who will win? Who will wilt? We check the leaderboard as they fight to stay ahead.
Not all AI revenue claims are equal. Here’s how to separate substance from spin.
NVIDIA’s meteoric rise has made it one of the world’s most valuable companies. We examine what’s driving its trillion-dollar valuation — and what investors should watch before deciding their next move.
TSMC’s US$56 billion capex projection signals strong demand — here’s how tonight’s earnings from ASML, Microsoft, and Meta will reveal whether the AI investment thesis is paying off.
AEM and Venture are both Singapore tech manufacturers, but one offers higher growth and risk while the other delivers stability and dividends. Which suits you?
Big Tech is spending billions on AI. Here’s how Meta, Microsoft and Alphabet are already turning AI hype into real revenue and profits.
With Alphabet now trading at much higher levels, investors are asking whether the fundamentals still justify the excitement.