Articles for category: Most Popular

Russ Cohen

Will Rising Capex Pressure Hurt Alibaba's Margin and AI Strategy?

Alibaba Group Holding‘s BABA ambitious infrastructure expansion threatens to further erode profitability as the company locks in RMB 380 billion in capital commitments over the next three years for AI and cloud development. Management’s forward guidance signals continued margin compression with limited visibility on when massive technology investments will translate into sustainable returns. The company ...

Russ Cohen

Where Will Tesla Be in 1 Year?

Key Points The decline in Tesla’s EV sales is a story of declining Model Y sales, at least in the U.S. A new affordable Model Y will help, as will lower interest rates and a successful robotaxi rollout. Everything depends on Tesla’s regulatory approval of its unsupervised full self-driving solution and its robotaxi business. These ...

Russ Cohen

Prediction: Wall Street's Most Unique Member of the "Magnificent Seven" Will Become the Hottest Stock-Split Stock of 2026

When the curtain closes on 2024 in just four days, it’ll likely go down as another phenomenal year for Wall Street and investors. On a year-to-date basis, as of the closing bell on Dec. 23, the ageless Dow Jones Industrial Average, benchmark S&P 500, and growth-powered Nasdaq Composite have respectively increased by 14%, 25%, and ...

Russ Cohen

Can NBIS AI Cloud 3.1's Blackwell Ultra Launch Trigger Growth Momentum?

As AI initiatives grow, enterprises face new operational challenges regarding GPU availability across regions, planning capacity for multiple teams and ensuring predictable access to resources. Nebius Group N.V. NBIS is addressing these needs with the launch of Nebius AI Cloud 3.1, the latest release of its full-stack AI cloud platform. Building on the Nebius AI Cloud ...

Russ Cohen

SOXL, PWER: Big ETF Outflows

Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the Direxion Daily Semiconductors Bull 3x Shares, where 11,900,000 units were destroyed, or a 4.0% decrease week over week. Among the largest underlying components of SOXL, in morning trading today Advanced Micro ...

Russ Cohen

Alibaba in 2025: Three Shifts That Investors Should Know Before Entering 2026

Key Points 2025 marked an inflection year for Alibaba Group (NYSE: BABA). After several years defined by regulatory pressure, slowing growth, and investor skepticism, the company didn’t suddenly return to its former dominance. But it did change direction in ways that matter for long-term investors. Instead of chasing short-term optics, Alibaba clarified its priorities. It ...