Netflix–Sony, ASML’s signal on AI spending, and why European tech is leading this year

Why Some AI Bets Are Paying Off And Others Aren’t

This week showed a clear shift in how markets are looking at artificial intelligence. Investors are no longer reacting to big AI announcements or spending plans alone. They want proof that the money is translating into growth, margins, and execution. That is why Meta’s earnings were rewarded, Microsoft’s were not, and why Taiwan’s AI supply chain is suddenly in focus. In this episode of Vested Shorts, we connect Big Tech earnings, Taiwan’s economic surge, and Amazon’s potential 50 billion dollar investment in OpenAI to explain the message markets are sending as AI spending scales up.

Meta and Microsoft diverge, AI drives Taiwan’s growth, Amazon eyes OpenAI stake

Meta rallies as earnings show AI spending is supporting growth, while Microsoft falls after slower cloud momentum and rising costs reset expectations. Taiwan posts its strongest growth in decades as AI chip demand accelerates. Amazon explores a major investment in OpenAI, underlining how capital intensive the AI race has become.

Netflix–Sony, ASML’s signal on AI spending, and why European tech is leading this year

Netflix locks in long-term access to Sony’s film slate, showing how streaming platforms are prioritising control over content supply. ASML moves as chipmakers commit real capital to AI infrastructure, not just talk. And European tech outperforms as semiconductor equipment firms benefit from where spending is actually happening. Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions

TSMC, Stablecoins, Meta’s power bet, and building investor communities in the US

This week on Vested Shorts, we talk about four stories that reveal where the real pressure points are building. TSMC’s results show AI chip demand is still holding up. Stablecoins cross $33 trillion in transactions and start behaving more like dollar infrastructure than crypto assets. Meta locks in long term power, signaling that energy is now a core AI constraint. We also share an update from our community meetups in the Bay Area, Seattle, and New York, where NRI investors are asking more practical questions around portfolio construction and long term allocation. Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions

Tesla, Meta, India, and what 2025 was really about

This week on Vested Shorts - Tesla is selling fewer cars, but the market is still valuing it for a very different future. Meta makes a $2 billion move to bring real AI execution closer to its business. India takes a step deeper into electronics by focusing on components, not just assembly. We also take a moment to reflect on 2025 as a year of steady building rather than dramatic shifts. Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions