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Analysis
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The SaaS selloff is built on a bad assumption
Lately, markets have been spooked. Many SaaS stocks are down 40% to 60% after the release of the brand-new Claude…
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Amazon Q4 2025: Robust revenue growth amid record infrastructure spending
Amazon continues to perform well across its primary business segments. Retail growth is supported by the expansion of everyday essentials,…
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Alphabet Q4 2025: Expanding search capabilities and AI adoption
Alphabet’s focus on AI infrastructure is translating into measurable revenue gains across its core platforms. By leveraging enhanced intent recognition,…
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Meta Q4 2025: AI driving engagement, ads and growth
Meta is focusing on building personal superintelligence to provide a more engaging, tailored experience for users while refining its long-term…
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Microsoft Q2 2026: Steady operational performance amid high AI investment
Microsoft’s share price declined by 10.0% following the release of its Q2 2026 results, as Azure’s growth rate and high…
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Apple Q1 2026: Record revenue driven by iPhone and Services segments
Apple delivered consistent results for the first quarter of 2026. As market capitalisation fluctuates near the US$4 trillion threshold, the…
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10 things I learned from the 2026 Frasers Centrepoint Trust AGM
Listed on the SGX since 2006, Frasers Centrepoint Trust (FCT) is a leading Singapore-based real estate investment trust focused on…
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AI in 2026: The Year of “Show Me the Money”
If 2024 was the year of hype and 2025 the year of building, then 2026 will be remembered for something…
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How the AI bubble may actually burst (if it ever does)
AI stocks are expensive. But expensive stocks alone don’t crash a market. Because if high valuations were truly fatal… Amazon…
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When the AI hype ends: The investor playbook for what comes next
You open your app. Your portfolio is down 60%. The company you were sure would define the next decade has…
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