To The Moon

$Alibaba(BABA)$  is attracting renewed attention after reports that Apple has selected Alibaba’s Qwen AI models to support Apple Intelligence features in China. Citi analysts view the partnership as a meaningful endorsement of Alibaba’s AI technology, with the potential to generate additional demand for Alibaba Cloud. Alibaba shares gained 3.23% in US trading, while its Hong Kong-listed shares also moved higher. I think this development is worth watching because the opportunity could extend well beyond a short-term share-price reaction. Alibaba has traditionally been associated with e-commerce, but its longer-term investment story is increasingly connected to cloud computing and artificial intelligence. The Apple partnership could help a

The new trading week begins with investors reassessing AI valuations following last week’s technology sell-off. The key question is whether the pullback creates fresh opportunities or signals that the market is becoming more selective about growth. Here are three stocks I am watching on Monday, November 2. 1. $Apple(AAPL)$  - Earnings Could Set the Tone Apple is the biggest earnings event to watch today. Wall Street expects approximately $113.3 billion in revenue and $1.98 EPS for its fiscal Q4. Beyond the headline numbers, I will be watching iPhone demand, gross margins and management’s outlook for the holiday quarter. Rising component costs could create pressure even if sales remain strong. The key question is whether Apple can deliver enou

A 3.47% decline in $Invesco QQQ(QQQ)$ to $690.49 on Friday is difficult to ignore, particularly as investors begin questioning whether the massive AI infrastructure spending will generate sufficient returns. My view is that this pullback could create an attractive entry opportunity, but I would be careful about buying too aggressively at the first sign of weakness. 1. The AI investment story is being reassessed, not necessarily abandoned The recent sell-off reflects a change in what investors are demanding from technology companies. Strong revenue growth and ambitious AI spending plans are no longer enough. The market wants evidence that these investments can translate into sustainable earnings and free cash flow. This distinction matters. AI

$Apple(AAPL)$  heads into its fiscal Q4 earnings report with expectations running high. Wall Street is looking for approximately $113.3 billion in revenue and $1.98 in earnings per share. With the share price already performing strongly, the question is whether Apple can deliver enough to justify another move towards an all-time high. I think the bigger story is not simply whether Apple beats earnings estimates. It is whether the company can demonstrate that its next phase of growth is sustainable. 1. iPhone demand remains the biggest catalyst The latest iPhone launch provides an important opportunity for Apple to demonstrate the strength of its customer base. Investors will want evidence that consumers are still willing to upgrade, part

$Grab Holdings(GRAB)$ A 19% loss is painful, but I’m holding on for now. Grab still has long-term growth potential, particularly in its mobility and delivery businesses. The key question is whether improving profitability and stronger cash flow can eventually translate into better share price performance.

$Meta Platforms, Inc.(META)$  may be preparing for a much bigger AI opportunity than investors initially expected. The company has reportedly built a humanoid robot prototype called Max in collaboration with Chinese robotics startup Fourier and has already started developing a second version. According to The Information, the first prototype was completed in approximately three months. It is around 1.5 metres tall, weighs approximately 48kg and uses Nvidia’s Jetson Thor computing platform. This is particularly interesting because Meta has traditionally been associated with social media, digital advertising, virtual reality and AI software. Humanoid robotics takes the company into an entirely different area of technology. I think this dev

$Meta Platforms, Inc.(META)$ has become one of the biggest spenders in the artificial intelligence race. But a new warning from S&P Global Ratings raises an important question: how much investment can a company make before its AI ambitions begin to put pressure on its financial strength? On October 30, S&P Global revised its outlook on Meta from stable to negative, citing uncertainty around its rapidly increasing capital expenditure and future free operating cash flow. This is particularly significant because Meta has historically been a cash-generating advertising business. Its Facebook, Instagram and WhatsApp platforms reach billions of people, creating a substantial revenue base to fund new investments. However, the economics of th

The latest Wall Street sell-off raises an uncomfortable question: Is the AI trade experiencing a normal correction, or are investors beginning to lose confidence in the entire investment story? The numbers were difficult to ignore. • Dow Jones: fell 1.09%. • S&P 500: declined 1.82%. • Nasdaq Composite: dropped 2.86%. Technology stocks came under renewed pressure as disappointing earnings reactions from Amazon and Intel added to concerns about the sustainability of the AI rally. What makes this sell-off particularly interesting is that the market is not necessarily reacting to terrible business performance. In some cases, companies are still reporting substantial revenue growth, but investors are becoming less willing to pay premium valuations when results do not exceed already elevated

October delivered an important reminder for investors: the stocks leading the market higher are not necessarily the stocks that will protect portfolios when sentiment changes. For much of 2026, the AI trade has dominated market performance. Semiconductor stocks, technology leaders and companies connected to data centre spending attracted significant capital as investors anticipated years of growth from artificial intelligence. But October changed the mood. The S&P 500’s information technology sector fell 6.8%, its worst monthly performance since March 2025. The Nasdaq Composite dropped 5.3%, while the PHLX Semiconductor Index lost more than 15%. Even momentum-focused ETFs were hit hard. The Invesco S&P 500 Momentum ETF (SPMO) declined 10.1%, while the iShares MSCI USA Momentum Fact

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ is facing one of the most important strategic challenges in its history. Artificial intelligence could strengthen Google’s position in online search, but it could also disrupt the very business model that has generated enormous profits for decades. For years, Google’s competitive advantage was relatively straightforward. Users entered a search query, Google ranked relevant websites, displayed advertisements and earned revenue when people clicked on sponsored links. AI is changing that experience. Instead of presenting users with a list of websites, Google’s AI Overviews can generate a summary directly at the top of search results. Users can ask more complicate