Like me, if you are also wondering why $Alphabet(GOOG)$ is falling and falling hard all of a sudden, I managed to track down the root cause. What happened was on 02 Jun 2026, GOOG announced a historic $80 billion equity fundraising plan to fuel its massive artificial intelligence (AI) expansion, a move that highlights the immense capital demands of the ongoing AI arms race. (see below) The initiative represents the largest equity fundraising ever recorded, surpassing the capital raised by the world's 3 largest initial public offerings (IPOs) combined: Saudi Aramco ($25.6 billion in 2019). Alibaba ($21.8 billion in 2014). SoftBank ($21.3 billion in 2018). GOOG’s Structure & Financial mechanisms. Alphabet's capital-raising strategy utilizes a mu
$Strategy(MSTR)$ is it a strategically strategy to sell tiny 32 pcs of coins adding fear to the market let it fall even more lower , so he can add more coins with a more lower price bitcoins to lower down his 76k price bitcoins? Is he going to massive purchase bitcoin soon? [Miser]
$Advanced Micro Devices(AMD)$ see the price now! It's flying again! Nothing can stop it! $NVIDIA(NVDA)$ another sure flying share here! I'm sure it will fly again soon! Let's buy it now!
MS breaks down 4 META major engines, each capable of contributing $1–3 to '28 EPS
$Meta Platforms, Inc.(META)$ (Morgan Stanley Overweight, target price $775 (new)) Meta Platforms (META) — this forward-looking strategy research report was published on June 2, 2026. Morgan Stanley named META its Top Pick, with a target price of 775, implying roughly ~30% upside versus the current price of 600.47 📈 Closed up at 622.98 (+4.2%, previous close 597.63) The market currently assigns META roughly a 30% valuation discount relative to $Alphabet(GOOGL)$ (NTM P/E discount of about -8.7x, deviating nearly 2 standard deviations from the historical average of -0.4x). Morgan Stanley believes this discount severely underestimates the moat the company is building.
Singapore Share Buybacks Near S$1.3B in First Five Months of 2026
Companies often repurchase shares to support employee compensation plans or to deploy surplus capital more effectively. ACRA maintains that buybacks can enhance key financial metrics such as Earnings per Share (EPS) and Return on Equity (ROE), take advantage of perceived undervaluation, and reduce the overall cost of capital. Over the first five months of 2026 (5M26), 57 primary-listed companies in Singapore have collectively repurchased S$1.26 billion worth of shares on the open market, up from around S$930 million during 5M25 and S$505 million in 5M24. MU 03062026 Pic 1 Secondary stocks were also active on buybacks over the past 5 months. $JMH USD(J36.SI)$ repurchased more than 2.9 million shares for ~US$217 million at an average price of US$7
Over the five sessions, more than 80 director interests and substantial shareholdings were filed for around 35 primary-listed stocks. Directors or CEOs reported five acquisitions and two disposals, while substantial shareholders recorded 12 acquisitions and four disposals. This included CEO or director acquisitions filed for Aspial Lifestyle, First Resources, Geo Energy Resources and Nera Telecommunications. Azure Capital’s acquisition of 22,074,000 shares of Trek 2000 International under a share purchase agreement entered on 11 May was completed on 26 May, resulting in Azure Prime Fund VCC - Azure Singapore Equity Fund becoming a substantial shareholder with a deemed 7.3% interest. 1. $NamCheong(1MZ.SI)$ Ginko‑AGT Global Growth Fund
Semiconductor Test, Equipment and AI Demand Driving Flows and Re rating
The semiconductor value chain runs from chip design and wafer fabrication through equipment, materials, testing and packaging to system manufacturing and final hardware. The Singapore Technology sector is positioned primarily in equipment, testing, and hardware segments. Across the 49 stocks in the local Technology sector, around a dozen companies operate directly within the semiconductor production and testing chain. The majority are positioned in adjacent manufacturing, system integration, infrastructure, and software layers. These companies use semiconductors but do not participate in chip fabrication. These twelve companies span the core execution layers of semiconductor production. This includes testing and validation with $AEM SGD(AWX.SI)$
## $Broadcom Inc.(AVGO) Retraces -0.49%: AI Chip Powerhouse Consolidates Near All-Time High, $500...
📊 **Closing Market Data** On June 4, 2026 (ET), Broadcom (AVGO) closed at $479.23, down -0.49% (-$2.34). The stock is consolidating just below its 52-week and all-time high of $495.00, representing a gap of approximately 3.3%. 🚀 **Core Market Drivers** - **Earnings Preview & AI Momentum**: The market is focused on the company's upcoming Q2 FY2026 earnings report, with expectations high for continued growth in AI semiconductor revenue. - **Product Portfolio Showcase**: Recent demonstrations of its broadband edge AI portfolio, including Wi-Fi 8 and 5G FWA solutions, reinforce its leadership in connectivity for next-generation AI applications. - **Market Valuation Concerns**: Despite the AI-driven rally (up 64% in recent months), some investors are beginning to question the sustainability
## Xiaomi Group-W (01810) Consolidates at HK$28.38: Near 52-Week Low, Awaiting Smart EV & AI Narr...
📊 **Closing Market Snapshot** On June 4, 2026, Xiaomi Group-W closed at **HK$28.38**, a slight decline of **-0.70%**. The closing price is just **HK$0.88 above its 52-week low of HK$27.50**, representing a significant **-53.8% discount from its 52-week high of HK$61.45**. The stock is in a consolidation phase near its yearly low. 🚀 **Core Market Drivers** - **Weak Q1 Earnings Impact**: The market continues to digest the weaker-than-expected Q1 2026 results, with revenue declining 10.9% and profit down 43.1% year-over-year. - **Smart EV & AI Ecosystem Focus**: Long-term sentiment is anchored on the growth narrative of Xiaomi's Smart Electric Vehicle (EV) business and its expanding AI-powered device ecosystem, despite near-term hardware headwinds. 🎯 **Price Movement Probability Forecast*