Wall Street is weighing whether the AI investment boom can deliver sustainable returns following a sell-off in technology stocks, with Meta's latest earnings and spending plans under scrutiny. Meanwhile, a possible Tesla-SpaceX merger raises questions about shareholder value, while electricity infrastructure delays threaten the profitability of AI data centres. We examine the Federal Reserve's next interest rate decision, the impact of oil prices around US$110 on corporate earnings, whether a weaker dollar could benefit Asian markets, and how the upcoming US midterm elections might reshape investor expectations.

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