Alibaba Group BABA rolled out its next-generation AI video model, Wan3.0, a day after closing an HK$80 billion (roughly $10.2 billion) share placement in Hong Kong, the largest primary follow-on offering by a Hong Kong-listed company. Wan3.0, developed by Alibaba’s Tongyi Lab, generates videos up to 30 seconds long, twice the length of its predecessor, ...
Key Points SpaceX has businesses in three fast-growing segments: space exploration, connectivity, and artificial intelligence (AI) infrastructure. Despite its diversification and close work with large enterprises, the U.S. government, and AI hyperscalers, SpaceX is only on pace to generate about $45 billion of revenue this year. Musk has a long history of missing his promised ...
Key Points Rumors suggest Apple will soon unveil a new foldable iPhone. Reports suggest the device faces production issues due to Apple’s strict quality standards. Apple is viewed as a premium device maker for a reason. 10 stocks we like better than Apple › Shares of Apple (NASDAQ: AAPL) got bruised on Friday, slipping as ...
Key Points Nvidia expects fiscal 2028 revenue growth of about 70%, even though customer forecasts point to stronger demand. Nvidia has increased its supply and capacity commitments from $119 billion to $279 billion as it prepares for future AI infrastructure demand. Nvidia’s revenue opportunity per gigawatt could rise from about $18 billion with Hopper GPUs ...
Key Points Tech companies will spend an estimated $1 trillion on AI infrastructure in 2027. AMD’s GPU and CPU sales are rising fast, and the company will likely benefit from agentic AI spending. But Nvidia’s shares are cheaper than AMD’s, and management estimates Nvidia’s total revenue will rise by 89% as tech companies continue to ...
Key Points Nvidia increased its supply commitments by $160 billion last quarter, mostly related to memory. SK Hynix said the memory chip supply shortage could last longer than anyone expects. The market’s reaction to both items is telling. 10 stocks we like better than Micron Technology › Micron Technology (NASDAQ: MU) has seen its revenue ...
Microsoft‘s (NASDAQ: MSFT) stock is down more than 11% over the last month, brought down by multiple factors. A tech sell-off kicked off in July, fueled by concerns in the chip market and the beginning of earnings season. Then, Microsoft’s stock was brought down further when the company released its fourth quarter of 2024 results. ...
Amazon AMZN enters the back half of 2026 with fresh momentum behind its Prime ecosystem, as recent programming and delivery announcements reinforce the loyalty engine underpinning the stock’s retail narrative. On Aug. 13, 2026, Prime Video unveiled its full 2026-27 NBA on Prime schedule, its second season under the 11-year media rights agreement, featuring five ...
The Zacks Domestic Auto industry is showing resilience despite a challenging economic backdrop. New-vehicle sales remain relatively healthy as affluent consumers continue to support demand, while the EV market is experiencing a more uneven recovery following the expiration of federal tax incentives. At the same time, potential tax refunds and new deductions on qualifying auto-loan interest could provide ...
Key Points For years, Alibaba (NYSE: BABA) was synonymous with Chinese e-commerce. Its Taobao and Tmall operations were the crown jewels of its tech empire. The cloud was a promising side business. And investors largely viewed the company through the lens of China’s consumer economy. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. ...
