Elon Musk may be preparing for his biggest corporate move yet. According to Bloomberg, $SpaceX(SPCX)$ and $Tesla Motors(TSLA)$  are progressing with merger negotiations, with an announcement potentially coming as early as December 2026. Both companies’ boards and advisers are reportedly working through the terms, including the valuation, share exchange and governance structure. If completed, this could become the largest corporate merger in history. But what makes this particularly interesting is the businesses that would be brought together. Two very different businesses, one enormous ambition SpaceX is valued at more than $1.9 trillion, while Tesla is worth approximately $1.5 trillion. A

Earnings season can be uncomfortable when you own shares in a company you believe has a good business. You go into the announcement hoping for strong results, but sometimes the numbers tell a different story from what the market wants to hear. $YETI Holdings Inc.(YETI)$ is a recent example that caught my attention. YETI is known for its premium drinkware, coolers and outdoor products. It has built a strong brand, and its products are sold across the US and international markets. I would normally consider a company with a recognisable brand, loyal customers and international growth potential worth watching. However, its latest Q3 2026 earnings report shows why I would not want to hold a stock simply because I like the company or its products.

Earnings season always makes me think twice about my portfolio. Even when I believe in a company, there is always that question before results come out: should I continue holding, reduce my position or sell before the announcement? $Palantir(PLTR)$ is a good example of why this decision is not always straightforward. Going into its latest earnings announcement, I was expecting a strong report. Palantir has been one of the most closely watched AI stocks, and its business has benefited from growing demand for AI software from both businesses and government customers. I was particularly interested in whether its commercial business could continue growing at a rapid pace. Government contracts have been an important part of Palantir’s business for

Every earnings season brings the same question: should we hold our stocks overnight or sell before the financial results are released? It sounds like a straightforward decision, but the reality is more complicated. One earnings announcement can change market sentiment within minutes. A stock can jump sharply after beating expectations, while another can fall despite reporting record revenue and profits. Personally, I don’t think holding or selling should be an automatic decision. It depends on the quality of the business, its valuation, the expectations already reflected in the share price and how much risk I am willing to take. 1. A good company doesn’t always mean a good earnings reaction This is something investors sometimes overlook. The market doesn’t just compare financial results wi

Every earnings season brings the same dilemma. A company is about to release its financial results, and investors have to decide whether to hold their shares overnight or reduce their positions before the announcement. It sounds like a simple decision, but it can make a significant difference to a portfolio. A stock can jump 10% or more after a strong earnings report. However, it can also fall sharply even when the company reports record revenue and beats analysts’ expectations. The market doesn’t always reward good results, especially when investors were already expecting something exceptional. For me, the biggest question isn’t whether a company will beat earnings estimates. It is whether the results will be good enough to justify the expectations already built into its share price. 1. T

Earnings season is one of the most interesting but challenging periods for investors. Before a company releases its financial results, there is always a difficult decision: hold the shares overnight, sell before the announcement, or keep some cash ready to buy if the market reacts negatively. There is no perfect answer because even a company that delivers excellent results can see its share price fall the next day. Equally, a company that misses expectations can sometimes rally if management provides a stronger outlook than investors anticipated. 1. Good results don’t always mean a higher share price One thing investors should remember is that the stock market looks forward, not just backwards. A company might report record revenue, higher profits and strong earnings per share, but the sha

$NVIDIA(NVDA)$ investors are facing an unusual situation. The world’s leading AI chipmaker is dealing with a corporate governance crisis at the same time that the AI investment boom is raising expectations for future growth. Following reports of another alleged relationship involving Jensen Huang and Nvidia healthcare executive Kimberly Powell, concerns about the company’s leadership intensified. The reports raised questions about conflicts of interest, corporate governance and the board’s ability to oversee its CEO. Huang had already acknowledged being unfaithful to his wife in a message to employees. Nvidia’s board also launched an independent investigation into separate national security concerns. The situation eventually resulted in Huang

$NVIDIA(NVDA)$  has just experienced one of the biggest leadership shocks in its history. On November 12, shares fell 4.34%, after plunging as much as 14.35% intraday following the immediate resignation of founder and CEO Jensen Huang. CFO Colette Kress has stepped in as interim CEO, while Harvey C. Jones has become chairman of the board. Nvidia is now searching for a permanent successor. For a company that has been led by the same founder for 33 years, this is more than an ordinary management change. But does it mean Nvidia’s AI growth story is in danger? I believe investors should focus on three areas rather than simply reacting to the share price. 1. Leadership succession: Can Nvidia maintain its execution speed? Jensen Huang was not

For more than 30 years, Jensen Huang has been the face, voice and driving force behind Nvidia’s transformation from a graphics-chip manufacturer into the world’s leading AI computing powerhouse. Now, that era has suddenly come to an end. On November 12, $NVIDIA(NVDA)$  officially announced that Jensen Huang had resigned as President, CEO and a member of the board, effective immediately. CFO Colette Kress has taken over as interim CEO, while Harvey C. Jones has been appointed chairman of the board. The announcement followed a period of intense scrutiny and an independent board investigation. Nvidia shares initially plunged as much as 14% during the trading session before recovering some losses and closing down approximately 4%. This raise

Jensen Huang built $NVIDIA(NVDA)$ into the centre of the artificial intelligence revolution. Now, after more than three decades leading the company, he is gone. Nvidia has officially confirmed that Huang has resigned as President, CEO and a member of its board, effective immediately. CFO Colette Kress has been appointed interim CEO while the board searches for a permanent successor. Harvey C. Jones, a director since 1993, has also been appointed as the company’s first-ever board chair. This is a remarkable leadership change for a company that has been closely associated with one person throughout its history. But the bigger question for investors is not simply who will replace Huang. It is whether Nvidia can maintain the vision, commercial re

A major Microsoft outage has disrupted more than emails and workplace applications. It has also affected connections used by OpenAI and Anthropic, highlighting how dependent the technology industry has become on a relatively small number of infrastructure providers. On Thursday, November 12, Microsoft experienced widespread connectivity problems affecting Outlook, Exchange Online, Teams, Copilot and other Microsoft 365 services. The disruption also reached AI services. OpenAI reported problems with its Microsoft connectors, while Anthropic identified an issue with an upstream provider affecting its Microsoft 365 connector. This raises an important question: When one major cloud provider experiences problems, how much of the wider technology ecosystem can be affected? 1. What actually happe

Wall Street’s latest analyst calls reveal a notable change in sentiment across the technology sector. $NVIDIA(NVDA)$ is facing downgrades from two major investment firms, while $Advanced Micro Devices(AMD)$  has received an upgrade. The contrast is particularly interesting because both companies are competing for a larger share of the AI semiconductor market. But this is not simply a story about one chipmaker gaining at another’s expense. Leadership uncertainty, competition from custom AI chips and the long-term economics of AI infrastructure are all becoming important considerations for investors. Here are the biggest analyst calls and what they could mean for the market. 1. Nvidia: Two dow

Back in January 2015, $Alphabet(GOOGL)$ and Fidelity collectively invested US$1 billion in $SpaceX(SPCX)$ , then valued at around US$10 billion. Few investors could have predicted how unusual the relationship would become. Today, Alphabet is both a major SpaceX shareholder and a customer paying for computing capacity through a separate commercial agreement. That creates an interesting situation: Google is benefiting from SpaceX’s potential growth as an investor while also relying on its computing infrastructure to support AI demand. But with SpaceX’s valuation coming under pressure, is this strategic relationship becoming a financial risk for Alphabet? 1. Alphabet’s SpaceX investment has grown

$Microsoft(MSFT)$  has invested heavily in OpenAI, positioning itself as one of the biggest beneficiaries of the artificial intelligence boom. But the latest financial figures raise an uncomfortable question: has Microsoft backed the right AI company? According to figures reported by The Wall Street Journal, OpenAI recorded adjusted operating losses of US$10.9 billion in the third quarter, despite revenue growing approximately 50% from the previous quarter. Meanwhile, rival Anthropic reported an adjusted operating profit margin of 15%, with a long-term target of 35%, according to its IPO filing presentation. The contrast is attracting attention because the AI race is no longer just about developing the most powerful models. Investors inc

$Alibaba(BABA)$ November 19 earnings report could be an important moment for investors trying to understand the company’s transformation from a traditional e-commerce giant into a major AI and cloud computing player. For years, Alibaba’s investment story was closely linked to Chinese consumer spending, Taobao and Tmall. Now, artificial intelligence is becoming a much bigger part of the picture. The question is whether this new growth engine can deliver sustainable profits while Alibaba manages competition in its core e-commerce business and the rising cost of AI infrastructure. Here are five things I will be watching. 1. AI revenue: Can triple-digit growth continue? Alibaba’s AI business has been one of its strongest growth areas. In the firs

I would lean towards Team Balanced. Tesla should not keep producing the Cybertruck simply to maintain product diversity if demand and margins do not justify the investment. However, abandoning it too quickly could disappoint existing customers and waste the resources already committed to the programme. The Cybercab and Robotaxi opportunity may offer greater long-term scalability, but autonomous driving still faces regulatory, safety and commercial challenges. Tesla needs to prove that its technology can operate reliably and generate sustainable revenue before making it the main priority. My view is that Tesla should protect the value of its existing vehicle business while gradually shifting investment towards autonomous mobility. The key is execution, not just ambition.

The technology sector staged a strong comeback on Wednesday, with the Nasdaq-100 ETF $Invesco QQQ(QQQ)$ gaining 2.31% despite firmer-than-expected October inflation data. One of the biggest moves came from $CoreWeave, Inc.(CRWV)$ , which surged 24.71% during regular trading. Memory stocks and several semiconductor companies also recovered. After recent volatility, investors appear willing to look beyond short-term concerns and focus again on the long-term demand for artificial intelligence. However, the rally still faces several important tests. 1. AI demand is encouraging, but revenue matters more than headlines CoreWeave’s sharp gain reflects renewed confidence in AI infrastructure spending. De

$NVIDIA(NVDA)$ biggest uncertainty may no longer be about chip demand or competition. It is about leadership. Shares rose 2.92% during Wednesday’s regular trading session, but fell sharply after hours following reports that Nvidia’s board was discussing Jensen Huang’s future as CEO. The shares last traded around US$158.78, down approximately 8.61% from the regular-session close. The reports have raised an important question: What would Nvidia look like without the person who built it into an AI industry powerhouse? 1. Why Huang’s departure would matter Huang co-founded Nvidia in 1993 and has led the company for more than three decades. Under his leadership, Nvidia transformed from a graphics-chip manufacturer into a dominant supplier of AI co

$NVIDIA(NVDA)$  leadership uncertainty is creating an interesting shift in the semiconductor market. While Nvidia shares plunged around 9% in after-hours trading on Wednesday, $Advanced Micro Devices(AMD)$  gained more than 4% and $Broadcom(AVGO)$  advanced over 2%. Investors appear to be looking beyond Nvidia and considering which companies could benefit if customers begin diversifying their AI chip suppliers. But AMD and Broadcom are not competing with Nvidia in exactly the same way. Each has a different position in the AI infrastructure market, and both could benefit from the next phase of AI spending. 1. AMD: The direct challenger

After weeks of nervous trading, AI-related stocks finally delivered a powerful rebound on Wednesday. $CoreWeave, Inc.(CRWV)$  surged nearly 25%, $NEBIUS(NBIS)$ climbed 15.4%, and semiconductor and optical technology stocks recorded strong gains. The $iShares Semiconductor ETF(SOXX)$ also rose 6%. Even $NVIDIA(NVDA)$ recovered almost 3%. What changed? Investors received some reassurance from CoreWeave’s earnings call, particularly around its funding requirements, profitability plans and the economics of running AI cloud infrastructure. This matters because CoreWeave has become an important part of the