MONEY MASTER

Amazon  heads into its April 29 earnings with investors focused on one key theme:  whether its aggressive AI investments, particularly its partnership with Anthropic, can justify rising costs and sustain growth momentum . Strong Growth Expected, But Not the Main Focus Consensus estimates point to steady performance: Revenue:  ~US$177.2 billion ( +13.8% YoY ) EPS:  ~US$1.65 ( +4% YoY ) However, the spotlight is less on headline numbers and more on  AI monetisation, AWS growth, and capital allocation . AI Partnership Driving Bullish Sentiment Amazon’s deepening relationship with  Anthropic  is a major catalyst: Additional US$5 billion investment announced Total potential commitment of up to  US$20 billion This strengthens Amazon’s  “AI ecosystem strategy” , positioning AWS as a platform for  third-party and proprietary AI models . AWS Growth and AI Monetisation Key Investors will closely watch  Amazon Web Services : AI annualised reve...

Microsoft  is reportedly considering legal action against  Amazon  and  OpenAI  over a  US$50 billion cloud agreement , escalating tensions in the rapidly evolving artificial intelligence (AI) infrastructure race. Dispute Centres on Cloud Exclusivity At the core of the dispute is whether  Amazon Web Services (AWS)  can host OpenAI’s new commercial offering,  “Frontier,”  without breaching Microsoft’s  exclusive cloud partnership  with the AI firm. Microsoft’s agreement requires that  access to OpenAI models be delivered via its Azure cloud platform , making any potential AWS involvement a  possible contractual violation . The reported deal could significantly reshape the  competitive landscape in cloud computing and AI services , where exclusivity and infrastructure control are key strategic advantages. High Stakes in the AI Infrastructure Race The potential legal challenge underscores intensifying competition am...

Microsoft  could be on the verge of  another multi-year growth cycle , this time powered by artificial intelligence. According to  Goldman Sachs , Microsoft is better positioned than any other software company it covers to monetise AI — with  37% upside potential  from current levels. Goldman reiterated its  Buy  rating and raised its  price target to US$655  (from US$630), implying meaningful upside from the current share price around US$478. Why Goldman Is Bullish on Microsoft No Single Bet — Multiple Ways to Win Rather than relying on one AI strategy, Microsoft has  deliberately diversified its exposure , allowing it to benefit regardless of how the AI ecosystem evolves. Strategic investments in  OpenAI ,  Anthropic , and  in-house AI models Reduces dependency risk on any single AI partner Enhances long-term optionality if OpenAI eventually IPOs Goldman views this as a  feature, not a flaw , especially in an indust...

Oracle's stock soared nearly  4%  after a wave of bullish analyst upgrades, strong cloud momentum, and speculation over TikTok’s future in the U.S. Key Drivers Behind Oracle's Rally Stifel upgraded Oracle to “Buy” , highlighting: Aggressive capex  into AI infrastructure and cloud Strong remaining performance obligations (RPO)  growth of  +41% YoY Forecasted cloud revenue growth of  ~38% annually  over the next 2 years New  price target: $250  (up from $180) Cloud Boom Ahead : Oracle expects  cloud revenue to hit $46.5B by FY2027 , accounting for  100% of company revenue growth  in that period. OpenAI & AI Workloads : Oracle’s partnership with OpenAI and focus on  generative AI infrastructure  bolsters long-term confidence. $30 Billion Deal : Oracle revealed a  new cloud agreement  that could generate  $30B annually starting FY2028 , according to a regulatory filing. Analyst Optimism Builds Mizuho Se...

  Massive Tech Investments in the U.S. Major tech firms, including Apple, OpenAI, Meta, Microsoft, and Amazon, have committed over $1 trillion in U.S. investments. President Trump took credit for the pledges , though many plans were already in motion before his administration. Key Investment Announcements 1. Apple: $500 Billion Focus:  AI server production, supplier expansion, and new jobs. Jobs:  20,000. Locations:  Houston & Detroit. 2. OpenAI, SoftBank & Oracle (Stargate JV): Up to $500 Billion Focus:  AI infrastructure, massive data center projects. Jobs:  “Hundreds of thousands.” Initial Investment:  $100 billion. Location:  Texas (first project in Abilene). 3. SoftBank: $100 Billion Focus:  AI, semiconductors, and data centers. Jobs:  100,000. Key Investment Area:  Texas. 4. Meta: $65 Billion Focus:  AI computing, large-scale data centers. Location:  Louisiana. 5. Microsoft: $40+ Billion Focus:  AI and c...

Nvidia Corp, once seen as an unstoppable force in AI, is showing signs of vulnerability as investor fears over DeepSeek’s competition linger . The  stock plunged 17% in a single day , wiping out  $590 billion in market value , and remains  12% below its January high  despite a  $300 billion AI spending commitment from Big Tech . 🚨 DeepSeek Disrupts Nvidia’s AI Dominance 🔹  Chinese AI startup DeepSeek claims to achieve high performance with fewer Nvidia chips , raising concerns over AI hardware demand. 🔹  Investors are now hesitant to “buy the dip” —a sharp contrast to previous Nvidia sell-offs. 🔹  The stock only saw buying interest after falling 21% , a rare occurrence in Nvidia’s meteoric rise. 💬  Gene Munster (Deepwater Asset Management):   "DeepSeek was a wake-up call. Nvidia went from an impenetrable story to one that can shift dramatically." 📌  Why It Matters:  Investors fear  AI demand may not be as insatiable ...

Alibaba Group Holding Ltd has reclaimed its position as China’s tech darling , surging  46% since mid-January and adding a staggering  $87 billion in market value .  Investors are rallying behind Alibaba’s aggressive AI expansion , positioning it ahead of Tencent, Baidu, and JD.com in 2025’s tech race. 🚀 Alibaba's AI-Powered Revival 🔹  Alibaba’s AI push is fueling its best stock performance in years , surpassing the  Hang Seng Tech Index’s 25% gain  in the same period. 🔹  Strategic AI investments in Moonshot and Zhipu  have solidified Alibaba’s position as a  key AI player in China . 🔹  Its Qwen 2.5 Max model outperformed Meta’s Llama and DeepSeek’s V3 , marking a  breakthrough moment for Alibaba in generative AI. 💬  Andy Wong (Solomons Group):   "DeepSeek’s emergence has sparked a new AI catalyst, and Alibaba has the strongest earnings growth prospects in this space." 💡 Apple Collaboration Fuels the Surge 📌  A...

Tencent Holdings Ltd.  and  Honor Device Co.  have announced a  long-term strategic collaboration  focusing on  cloud infrastructure  and  artificial intelligence (AI)  development. The partnership strengthens Tencent’s position in cloud services while bolstering Honor’s technological capabilities as it expands its corporate and public footprint. Key Highlights of the Partnership 1. Cloud and AI Development Tencent will provide  Tencent Cloud infrastructure  to support Honor’s online services. The collaboration includes  big data analytics ,  search tools , and the joint creation of a  coding assistant  to improve software development efficiency for Honor’s engineers. 2. Honor’s Growth Plans Corporate Partnerships : Honor, a  Huawei Technologies Co. spin-off , has recently sold stakes to  China Mobile Ltd.  and  China Telecom Corp.  as it moves closer to a  public listing . As one of...

If you think Microsoft's new CEO is making another bold statement without action, think again. Microsoft's new CEO, Satya Nadella is serious about cloud computing and he has a strategy. A supposedly comprehensive predictive analysis service — and all you have to do is store your data in Azure, the Microsoft cloud. The service will be known as Microsoft Azure Machine Learning (ML) was announced on Monday but will only be available in June. This is the first time where Microsoft combines their very own software with publicly available open source software, so that it's much more easier for usage than most of the available arcane strategies that are available now. Machine Learning - fixing today's problem yesterday The VP for ML at Microsoft proudly said, "This is drag-and-drop software." This is a big step forward in popularizing what is currently a difficult process in increasingly high demand. It would also further the ambitions of Sa...