Geopolitical tensions in the Middle East are driving demand for defence capabilities, lifting these three stocks with strong exposure to the sector.
Browsing: US Stocks
As AI creates an industry-wide shake-up that rewrites the rules of software, not all SaaS businesses are equally exposed to its disruption. We break down whether some of these businesses are built to survive and which are simply waiting to be swept away.
Salesforce’s latest quarter punches a hole in the SaaSpocalypse narrative — but a new risk has emerged.
The recent tech sell-off has shaken confidence in AI stocks. But corrections can create opportunities. Here are three AI-linked companies whose long-term growth stories remain intact.
Meta Platforms has evolved into a diversified AI-driven technology platform. But with rising capital intensity, does Meta’s valuation still offer compelling upside?
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.
Alphabet has been investing aggressively on AI across search, cloud, and advertising. But does the market fully reflect its long-term earnings potential yet?
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.
Two retail giants with very different business strategies. Which company offers the best value for you?