Key Points Alibaba looks cheap, but its earnings are falling sharply while AI and instant-commerce spending drain cash. Cloud growth is promising, but it isn’t yet big enough to offset those costs. For me, that makes BABA a risky turnaround story, not a once-in-a-decade bargain. 10 stocks we like better than Alibaba Group › Alibaba ...
Key Points Tesla trades at a highly growth-dependent valuation and faces challenges in its core EV market. CEO Elon Musk’s track record is far from perfect, but he still has some incredible wins under his belt that suggest visionary qualities. Tesla stock does deserve a “Musk premium” and could still deliver strong long-term gains, but ...
Apple’s AAPL streaming platform Apple TV strengthened its position in premium streaming after becoming the most awarded network at the 78th Primetime Emmy Awards with 29 wins. Widow’s Bay led the performance with 14 awards, including Outstanding Comedy Series, making it the most Emmy-awarded freshman comedy series in history. The series also secured acting, writing ...
Key Points Anthropic filed its confidential S-1 with the Securities and Exchange Commission back in June. Several large public companies hold equity stakes in Anthropic. Certain exchange-traded funds and secondary market platforms also offer access to Anthropic stock. These 10 stocks could mint the next wave of millionaires › If you want to buy Anthropic ...
2026 Has Been Full of Uncertainty So far in 2026, Wall Street equity investors have navigated an extremely complex landscape marked by macroeconomic forces, geopolitical pressures, and sector-specific concerns. Inflation has remained stubborn, hovering above the Federal Reserve’s long-term target. Disruptions in key transit areas like the Strait of Hormuz have led to an energy ...
Key Points All of the “Magnificent Seven” have been cash-generating machines for years — until recently. Most of them have long track records of making substantial capital distributions to shareholders. Hyperscalers have invested hundreds of billions of dollars into artificial intelligence infrastructure, eroding their free cash flows. 10 stocks we like better than Apple › ...
International Business Machines Corporation IBM experienced slower momentum in its Software business in the second quarter of 2026. Software revenues increased 5% year over year to $7.8 billion, but organic revenue growth was flat. The weakness was primarily in the Transaction Processing business. Revenues from this business declined 8% year over year. The company attributed ...
Listen to the audio version of this article (generated by AI). Why ChatGPT May Have a Google Problem You probably didn’t notice a recent farewell note from a once-popular internet brand. I almost missed it myself. Go to Ask.com today and instead of a search box, you’ll find a simple message: “Every great search must ...
Netflix NFLX and Disney DIS sit atop the global streaming industry, together commanding hundreds of millions of subscribers and pouring billions into original content every single year. Both built that leadership from very different starting points, one a technology-first streaming pioneer, the other a century-old entertainment conglomerate now anchored around direct-to-consumer distribution. With both stocks ...
Listen to the audio version of this article (generated by AI). Everyone is trying to figure out how to own artificial intelligence without owning the froth. After a two-year sprint in chips and data-center names, “How do I hedge the AI bubble?” has become one of the most asked questions in investing. I spent 28 ...
