Alibaba Group BABA closed its fiscal 2026 with a sobering message for investors — the cost of staying relevant in the artificial intelligence (AI) era is steep, and shareholders are footing the bill. The Chinese Internet major reported its fourth-quarter and full-year results on May 13, 2026, revealing that non-GAAP net income for the March ...
Key Points SpaceX, the aerospace and artificial intelligence (AI) company founded by Elon Musk, recently filed its S-1 prospectus ahead of its eagerly anticipated IPO. Let’s review seven of the most important facts and figures from that filing — and if they make SpaceX and IPO to embrace or avoid. 1. SpaceX’s growth is cooling, ...
Key Points Microsoft is the worst-performing “Magnificent Seven” stock in 2026, down about 13% year to date. Revenue growth accelerated in the company’s fiscal third quarter, and its annual AI business revenue run rate more than doubled. The software and cloud giant is now one of the cheapest stocks in the group, but its spending ...
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Let’s take a look at what these Wall Street heavyweights have to ...
Key Points Greg Abel and his team cut 16 positions from the total equity portfolio. These were all small positions, including some long-time holdings like Visa and Mastercard. The new portfolio still includes the Buffett favorites and is more concentrated in the higher-conviction positions. 10 stocks we like better than Berkshire Hathaway › Will AI ...
Marvell Technology, Inc. MRVL is scheduled to report first-quarter fiscal 2026 results after market close on May 29, 2025. Marvell Technology anticipates revenues of $1.875 billion (+/- 5%) for first-quarter fiscal 2026. The Zacks Consensus Estimate for MRVL’s fiscal first-quarter revenues is pegged at $1.88 billion, indicating year-over-year growth of 61.6%. For the fiscal first ...
Key Points Quantum computing, due to its complexity, will take time to become very useful — and even experts haven’t agreed on an exact timeline. These two companies have announced significant progress over the past year or so. 10 stocks we like better than Microsoft › Quantum computing promises to be one of the next ...
Key Points Microsoft has been caught in the SaaS sell-off but has strong growth opportunities ahead. Uber is facing potential robotaxi headwinds but has multiple partnerships in the space to remain a ride-share leader. 10 stocks we like better than Microsoft › Following billionaire investors into top stocks can be a smart move. This is ...
Key Points Nvidia, Netflix, and Booking Holdings are all industry leaders that have made for excellent long-term investments. These companies are in excellent positions to continue growing in the years ahead. 10 stocks we like better than Nvidia › A buy-and-hold strategy can generate life-changing returns for investors, and the stocks listed below are prime ...
Key Points Ford’s F-Series inventory is lower than usual due in part to an aluminum factory fire late last year. GM is also battling low inventory but has plans to ramp things up to take advantage of Ford’s weakness. Investors should look for GM’s full-size trucks to gain crucial and valuable market share in Q2. ...
