The AI investment race is entering another important phase. Microsoft and Alphabet are set to report earnings after Wednesday’s market close, and investors will be looking beyond headline revenue and earnings per share. The bigger question is whether the enormous sums being poured into AI infrastructure are translating into sustainable revenue growth, stronger margins and healthy cash flow. Ahead of the reports, Alphabet gained 0.84% on Tuesday. Consensus estimates put Microsoft at $4.82 in earnings per share on $92.49 billion in revenue, while Alphabet is expected to deliver $3.11 per share on $132.02 billion in revenue. These are substantial numbers, but the market’s reaction will depend on whether both companies can meet elevated expectations and demonstrate that their AI investments ar
$SpaceX(SPCX)$ I am starting to recollect SpaceX(SPCX) again after watching its recent price action. The stock appears to be forming a higher low after the earlier pullback, and the trend is beginning to turn higher. For me, this is an interesting technical setup to start rebuilding my position gradually rather than chasing after a strong rebound. My long-term thesis on SpaceX has not changed. I remain bullish on the combination of Starlink, space infrastructure and AI computing. Recent reports also highlight SpaceX's aggressive push into AI infrastructure, although the planned debt financing makes me more cautious about valuation and execution risk. I am therefore not going all-in. I prefer to collect in batches and let the price action conf
Wall Street rallied on Friday (2 October), as weaker-than-expected jobs data helped to ease concerns over elevated yields. The tech-heavy $NASDAQ 100(NDX)$ surged 1% to a new record high. Amplifying the return, the Nasdaq 7x Long DLC (MFVW) gained about 7%, while the Nasdaq 7x Short DLC (W5BW) sank a similar magnitude. Among DLC-covered underlyings, $SpaceX(SPCX)$ was the top gainer, rising 7.35% following a series of successful launches and renewed interest in its space-based AI opportunities. This lifted the SpaceX 3x Long DLC (WK4W) by close to 22%, while the SpaceX 3x Short DLC (YF1W) sank a similar magnitude. In contrast, memory stocks $Micron Technology(MU)$ a