Share Market

Is Meta undervalued? AI ambitions meet an attractive valuation

Meta has spent the past two years convincing investors that artificial intelligence is worth billions in additional spending. Now, it is trying to prove those investments can generate a new source of revenue. It is increasingly positioning itself as one of the world's largest AI infrastructure providers, building the computing power needed to compete with cloud leaders such as Amazon, Microsoft and Alphabet.

Meta Platforms, Inc. (META, formerly Facebook)

Netflix drops 9%: is the growth story starting to crack?

Netflix has spent years proving that it can keep growing even after becoming the world's largest streaming platform. This time, however, the market is asking a different question. The issue is no longer whether Netflix can grow. It is whether it can grow fast enough to justify the expectations already built into stock.

S&P 500 at record highs: is the market still healthy?

The S&P 500 still trading near record highs, but the market underneath the index is becoming harder to read. The headline story remains strong. Large technology companies continue to drive earnings expectations, artificial intelligence remains one of the biggest investment themes, and investors are still willing to pay premium valuations for companies expected to benefit from long-term growth.

SpaceX falls below IPO price as post-listing rally unwinds

SpaceX shares briefly fell below their $135 IPO price for the first time, marking a sharp reversal from the rally that once pushed the company’s valuation above $2.6 trillion. The stock recovered to close just above the offer price, but concerns over debt-funded AI spending, possible Fed rate hikes and an approaching lock-up expiry continue to pressure sentiment.

Apple Sues OpenAI Over Hardware Trade Secret Theft

Apple has filed a major lawsuit against OpenAI and former Apple employees, accusing them of misusing trade secrets to accelerate OpenAI’s push into consumer hardware. The complaint alleges that sensitive information was extracted through different stages of recruitment and used to support OpenAI’s hardware ambitions.

Amazon vs SpaceX: which stock has the stronger investment case?

Amazon and SpaceX are both trying to own the next layer of global infrastructure, but they are very different investments. Amazon is the more mature business. It has multiple profit engines, including AWS, advertising, subscriptions and e-commerce scale. SpaceX is the more explosive growth story, built around Starlink, launch dominance, defense contracts, and a much bigger long-term vision tied to satellites, AI infrastructure and space logistics.

Emerging markets are beating the S&P 500, is wall street missing the signal?

The S&P 500 enters July with a strong seasonal tailwind, but not with a clean macro setup. Since 2015, July has usually been kind to U.S. equities, with the S&P 500 finishing higher each time. That history helps explain why investors are still comfortable holding risk. But seasonality is only one part of the story

Microsoft AI spending remains heavy, but productivity signals are improving

Microsoft’s AI strategy is beginning to show more tangible progress, even if investors have not fully rewarded the stock for it yet. The market has spent much of the past year questioning whether the company’s aggressive AI investment cycle can generate enough returns to justify the scale of spending. That concern has not disappeared. But the latest operational signals suggest the debate may be starting to shift.

Who owns the most SpaceX stock?

SpaceX is still controlled by Elon Musk, but the outside ownership story is just as important. The company’s rise created one of the biggest private-market wealth transfers in modern technology, rewarding early venture investors, long-term institutional backers and funds that were willing to hold SpaceX through years of technical risk, funding rounds and delayed public access.