Traded ValueMicrosoft's strong Azure growth and disciplined capex demonstrate exactly that, while Meta's weaker free cash flow highlights the risks of aggressive AI spending without meaningful near term returns. This earnings season, the market is rewarding AI investments that deliver real growth, earnings and cash flow not just higher spending.
Singapore stocks continue to show resilience despite global market volatility. Strong performance from DBS and OCBC has supported the STI, while SIA's results highlight the impact of rising oil prices on airlines.With DBS earnings next week, the focus is on whether strong bank results can keep the STI's momentum going. Staying selective and focusing on quality companies with strong cash flow remains the key strategy
☕️ [Task Coins Giveaway] Daily Market Talk — Microsoft Rips 8%, Meta Cracks 10%
Microsoft and Meta reported minutes apart last night and the market split them right down the middle: MSFT ripped about 8% after hours as Azure grew 43%, while Meta's free cash flow collapsed to $784 ...
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