Cant wait to see the earning reports. Banks have been rally strong since there havent been any sure sign of cutting the rate. With rate being high, banks benefits from loan interest rates. I would guess the earnings will be good on average.  On the last CPI report, it seems that inflation has been stabilised. Fed has mentioned that they are looking into rate cutting. Well, last time they said so but rate cut never happen. I would take wait and see approach on this matter. If rate cut did materialise, the bank stocks will take some hit as their stock values will reflect future earning cuts.  I will still remain cautious in this and more likely to look into ETF. With rate cuts, surely more money will flow into stock markets and most likely people tend to go with high value companie

This is a great news for Apple and OpenAi, and Microsoft. I look forward for how AI gonna work in Siri and iOS as a whole. Apple is known to give aethestic features that users have found useful and many other companies' phones usually follow suit. OpenAi will be made more popular with being in Apple users' phones. This increases their exposure and good for the company. Likewise, Microsoft will profit from here as well. Not only their investments will doubled, tripled in the future, they maybe able to gain benefit of the knowledge how Apple gonna use it for and apply similarly to Bing Copilot, or they may gain upper hand and use directly the new API that are to be provided to Apple. Just my two cents.

$Sea Ltd(SE)$ i think the sales will go up but spending will be more due to increase in security required and AI to predict how consumers buy or view stuff. For stock price, it will continue to up a bit. Takes time for it to go bk covid glory.