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Tag: amzn

Weekly Update for the week ending July 3, 2026

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AI Spending: When Hype Meets Reality

AI stocks have been back in focus, but not for the reasons that drove their earlier surge. After pushing to fresh highs, parts of the sector have started to cool as investors take a closer look at what’s actually fuelling the rally beneath the surface. The story is shifting from pure excitement around artificial intelligence to something more grounded – the rising cost of building it.

What was once framed as a software-driven revolution is increasingly looking like an infrastructure buildout, with massive spending going into chips, data centres, networking, and energy systems. That shift is starting to raise new questions about funding, profitability, and how long this level of investment can realistically continue without more pressure on balance sheets.

This week I discuss what’s driving the latest move in AI-linked stocks, why spending has become the central theme, and how that ripple effect is starting to show up across the broader market.

Weekly Update for the week ending June 5, 2026

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The AI Trade Reignites

The AI rally is back. After months of investor concerns over soaring spending and uncertain returns, strong earnings and accelerating demand have pushed artificial intelligence stocks back into the driver’s seat. This week, I take a closer look at what’s fueling the resurgence and why AI has once again become one of the market’s biggest stories.

Weekly Update for the week ending May 8, 2026

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Earnings season is giving investors a fresh look under the hood of the companies driving the markets. With roughly 20 holdings across my three portfolios reporting results this past week alone, the focus has shifted from headlines to fundamentals. Strong reports from major technology companies like NASD:AAPL continue lifting both individual stocks and the broader market, while weaker guidance can quickly shift sentiment the other way. This week’s commentary looks at what earnings reports really tell investors, what I focus on when analyzing them, and how the latest results helped shape the markets this week.

Weekly Update for the week ending April 24, 2026

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How Valuation Is Calculated (In Simple Terms)
Valuation can sound complicated, but at its core it comes down to a simple idea: how much are you paying for what a business produces? This week, I break down two of the most common tools investors use – P/E and P/FCF – and show how they help put a price on a company’s earnings and cash flow.

Weekly Update for the week ending April 10, 2026

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If you’ve felt the sting at the gas pump lately, you’re not alone. Since the US/Israel–Iran conflict began, oil prices have shot up and continue to climb. Brent crude oil is over 50% higher, West Texas Intermediate (WTI) nearly 70%. But the impact goes beyond filling up your vehicle, pushing up transportation costs and, in turn, the price of goods on store shelves – in other words, inflation. In this week’s update, let’s look at the differences between Brent and WTI oil (what are they anyway?), where does Canadian oil fit in, and why are these rising prices rippling through the economy.