Alibaba’s BABA international commerce business is narrowing losses, positioning the segment as a stronger long-term growth driver. Alibaba International Digital Commerce Group (AIDC) — which includes AliExpress, Alibaba.com, Lazada and Trendyol — significantly reduced its adjusted EBITA loss in fiscal 2026 as management improved logistics efficiency, optimized operations and enhanced unit economics, bringing the business ...
The three traits to look for in young companies that could attract a Big Tech buyer. Listen to the audio version of this article (generated by AI). Editor’s Note: Sometimes the biggest clues about the future of AI come from the acquisitions the tech giants make. That’s why I asked my colleague Luke Lango to ...
Space Exploration Technologies SPCX, better known as SpaceX, will report second-quarter earnings tomorrow after the market closes. While Wall Street expects another quarter of strong revenue growth, investors will be looking beyond the headline numbers. The bigger question is whether Starlink’s growing cash flows can continue funding the company’s ambitious investments in AI infrastructure and ...
Key Points Warren Buffett once said, “Diversification is protection against ignorance. It makes little sense if you know what you are doing.” I suspect that one of his fellow billionaires might disagree. Israel “Izzy” Englander runs Millennium Management. The hedge fund’s portfolio includes a staggering 5,622 holdings. But that large number could be somewhat misleading. ...
Shopify SHOP is set to report second-quarter 2026 results on Aug. 5. For the to-be-reported quarter, Shopify expects revenue growth in the high-20% range year over year. The Zacks Consensus Estimate for revenues is currently pegged at $3.43 billion, suggesting growth of 28.11% from the year-ago quarter’s reported figure. The consensus mark for earnings is ...
Listen to the audio version of this article (generated by AI). Going into last week, semiconductor stocks were already suffering their worst monthly rout since 2008. There was no single cause for the bearish turn. Wall Street grew anxious about how quickly Big Tech could turn massive AI investments into profits. Reports that NVIDIA Corporation ...
Key Points The AI industry is running into yet another bottleneck, in addition to shortages of memory chips and electricity. Private funding is capitalizing on the subsequent opportunity. Even if CuspAI never goes public, investors will want to put its technology on their radar. These 10 stocks could mint the next wave of millionaires › ...
Listen to the audio version of this article (generated by AI). The next Peter Thiel moment is here… AI’s price crash is rewriting the rules… tracking the usage/price “escalator”… a “real world” stock list that benefits from the AI takeover In 1977, a semi-retired chip executive named Mike Markkula met two kids running a computer ...
Key Points Micron Technology is one of the world’s top suppliers of high-bandwidth memory for data centers, which is a critical part of the artificial intelligence (AI) hardware stack. But memory prices are soaring, which is driving up the cost of serving AI software, causing many companies to restrict their usage. Micron stock is inexpensive ...
Are your holdings on the move? See my updated ratings for 196 stocks. During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s ...
