Key Points In terms of market capitalization, it’s a distant second. In terms of total unit sales, however, this company is already bigger than Tesla, and likely to remain so indefinitely. Both companies are facing many of the same problems stemming from competition, calling into question whether either one is a great investment prospect. These ...
Key Points Alibaba Group (NYSE: BABA) has spent the past few years rebuilding its business amid regulatory pressure, slowing e-commerce growth, and rising competition. But its latestearnings callrevealed something far more important than a single quarter’s results. Management outlined an ambitious goal: to generate more than $100 billion in annual revenue from its cloud and ...
Shares of Lulu’s Fashion Lounge Holdings, Inc. LVLU have declined 10.6% since the company reported its earnings for the quarter ended Dec. 28, 2025, underperforming the S&P 500 index’s 3.5% change over the same period. Over the past month, the stock has declined 9.5% compared with a 4.6% decline in the broader index. Lulus incurred ...
Key Points While some are patiently waiting for the artificial intelligence (AI) bubble to burst, many analysts continue to project that the market will experience incredible growth and revolutionize other industries along the way. Take AI robotics: According to some projections, this niche will be worth about $375.8 billion by 2035 and register a compound ...
Key Points Google’s TurboQuant algorithm significantly reduces memory usage for large language models. Memory chipmakers could face pressure, but investors may be worrying too much. This industry, and one company in particular, could benefit greatly from reduced AI memory requirements. 10 stocks we like better than Apple › Google sent shockwaves through a small corner ...
Key Points Shares of multiple space-focused companies surged this past week, driven by acquisition rumors and anticipation of a long-awaited initial public offering (IPO). Here’s how some of the top space stocks performed, according to data provided by S&P Global Market Intelligence. Will AI create the world’s first trillionaire? Our team just released a report ...
Marvell Technology MRVL recently expanded its partnership with NVIDIA to strengthen its long-term growth outlook by embedding it deeper into the fast-growing AI infrastructure ecosystem. MRVL will integrate into NVIDIA’s AI ecosystem like NVLink Fusion and AI-RAN, enabling customers to build custom AI XPU systems that remain fully compatible with NVIDIA platforms. By integrating with ...
Key Points CoreWeave is growing quickly, but it’s highly leveraged. Its current share price might look attractive, but it still comes with a lot of risk. Laffont’s latest purchase is poised to grow quickly as semiconductor companies step up spending. 10 stocks we like better than CoreWeave › Phillippe Laffont has built a reputation as ...
Key Points Microsoft (NASDAQ: MSFT) was an early winner in the AI boom. Its partnership with OpenAI put it in the pole position after ChatGPT launched in late 2022. However, more than three years later, Microsoft is looking like a laggard in AI. Copilot, its AI assistant, has received broad criticism for its high price ...
Netflix’s NFLX content strength remains the primary engine driving user engagement and revenue growth. The company is seeing strong traction from originals, with branded content viewing rising 9% year over year in the second half of 2025, driven by blockbuster titles and a globally diverse slate. This depth of content fuels higher engagement, which management ...
