Chinese automakers’ rapid rise has forced global rivals to rethink their strategies. One example is the alliance between General Motors GM and Hyundai Motor, which centers on co-developing new vehicles. The two auto giants are now set to co-develop five vehicles to save costs while ensuring quality. As low-priced Chinese automakers continue to disrupt the ...
Alibaba BABA reported non-GAAP earnings of $2.06 per ADS in the first quarter of fiscal 2026, which lagged the Zacks Consensus Estimate by 3.29%. In domestic currency, the company reported earnings of RMB 14.75, down 10% year over year. It posted first-quarter fiscal 2026 revenues of $34.6 billion. The top line beat the Zacks Consensus ...
Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in NVIDIA Corp (Symbol: NVDA), where a total of 2.0 million contracts have traded so far, representing approximately 203.4 million underlying shares. That amounts to about 119.5% of NVDA’s average daily trading volume over the past month of 170.2 ...
Key Points Alphabet’s base business has shown resilience. Alphabet’s growth is similar to that of its big tech peers. The stock trades at a massive discount to other big tech stocks. 10 stocks we like better than Alphabet › Apple (NASDAQ: AAPL) and Palantir Technologies (NASDAQ: PLTR) have a combined market capitalization of $3.8 trillion ...
Executive summary: Large caps make new highs Major digital asset legislation signed during “Crypto Week” Earnings season kicks off with a strong start U.S. Dollar rallies on increasing trade deals FOMC holds rates steady July continued the strong run for stocks seeing the S&P 500 up for the third month in a row, and the ...
Two distinct strategies. One future-proof portfolio… Hello, Reader. When the mid-20th century photographer Elliott Erwitt remarked, “Be sure to take the lens cap off before photographing,” he was not speaking merely about taking pictures. Erwitt was advocating an open-eyed approach to life in general… First, take off the blinders; second, take action. Too often, we ...
Key Points Nvidia controls the irreplaceable GPU infrastructure powering every major artificial intelligence (AI) model, with data center revenue hitting $41.1 billion last quarter. Meta Platforms’ free LLaMA models are a Trojan horse for the world’s most profitable advertising machine, generating $46.6 billion in quarterly ad revenue. Amazon’s AWS dominates AI hosting with 31% market ...
Throughout my investing career, I haven’t fully appreciated high-growth companies as I should, and it’s a costly, ongoing lesson. A large percentage of stock market winners are high-growth companies — I’ve missed a lot of winners by failing to fully appreciate this. However, not all high-growth companies ultimately prove to be stock market winners. This ...
Key Points Nvidia remains the king of AI infrastructure. AMD is carving out an important niche with AI inference. Broadcom is a networking giant that also has a big opportunity with custom AI chips. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) recently said it expects artificial intelligence (AI) infrastructure spending to ...
Key Points Stanley Druckenmiller’s Duquesne Family Office added a new position in Microsoft as Azure cloud growth accelerated last quarter. Bill Ackman’s Pershing Square bought a $1.3 billion stake in Amazon as it reported its best e-commerce growth in three years. 10 stocks we like better than Microsoft › Buying and holding shares of the ...
