Reward to Microsoft, Amazon and Alphabet for their AI spend shows returns. Good news. But quite sad for Meta Platforms and Apple. But still believe they can improve.

Local banks set record high. And Seatrium and YZJ Shipbuilding performs better.

Three Hongkong markets rose.

But there are markets not performing well. Hope the markets will rise.

LongPort - Captain's Watch
Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — A Hawkish Fed, a Split Big Tech, and Now the Jobs Test

July went out with a bang and a warning. Big Tech split the tape clean down the middle: $Microsoft(MSFT.US), $Amazon(AMZN.US) and $Alphabet(GOOGL.US) were rewarded for showing returns on AI spend, whi...

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