Alibaba Group BABA is parting ways with its gaming business as it sharpens its bet on artificial intelligence (AI). Asian private equity firm Trustar Capital has reached an agreement to acquire Lingxi Games, the studio behind Three Kingdoms: Strategy Edition, in a deal that could value the unit at more than $1.5 billion, according to ...
Key Points David Tepper ran Appaloosa Management for over 25 years, generating spectacular returns. Now, the billionaire runs Appaloosa as a family office. Tepper sold Sandisk, a memory maker, which was a multibagger in the second quarter alone. Tepper also took a new position in a stock generating quite a lot of buzz in the ...
Colgate-Palmolive Company CL enters the second half of 2026 with better operating momentum. Volumes are improving, margins have held up better than expected and management lifted its Base Business earnings outlook. The restraint is valuation. CL still trades above its sub-industry, sector and the broader market, while weakness in North America leaves less room for ...
Spotify Technology S.A. SPOT shares have gained 12.5% over the past four weeks, renewing attention on whether improving operating performance can support further upside. A record gross margin, subscriber growth and better monetization strengthen the fundamental case. Still, a premium valuation, softer estimate revisions and planned reinvestment leave little room for execution slippage. SPOT’s Profit ...
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Let’s take a look at what these Wall Street heavyweights have to ...
Key Points Nvidia (NASDAQ: NVDA), AMD (NASDAQ: AMD), and Intel (NASDAQ: INTC) are three of the most popular artificial intelligence (AI) stock picks in the market. While Nvidia has been a top pick since the AI arms race began in 2023, it hasn’t done nearly as well as the other two in 2026. This year, ...
Key Points Nvidia continues to dominate AI development, and sales are growing rapidly, up 85% year over year in Q1 of fiscal 2027. The tech giant recently announced a new product leasing infrastructure for large clients. Nvidia stock is cheaper than usual on a price-to-earnings basis, but it’s fairly expensive on a price-to-sales basis. 10 ...
Key Points Modern data centers powered by advanced Nvidia chips require significantly more power compared to traditional setups. Technology companies have signed some major long-term power purchase agreements with independent power producers. Hyperscalers are also turning to behind-the-meter, off-grid power solutions like gas turbines and fuel cells. 10 stocks we like better than Nvidia › ...
STERIS plc STE is making its largest-ever investment in a single manufacturing site with a $600 million formulated chemistries Center of Excellence in North Carolina. The project is designed to expand capacity, improve efficiency and support long-term demand across key parts of its portfolio. The opportunity is meaningful, but so is the execution burden. Investors ...
Key Points The Solana Foundation claims Solana can bring financial companies together in the same way Netflix unified movie producers. Plenty of challenges could derail those ambitious plans. 10 stocks we like better than Solana › Solana (CRYPTO: SOL) is often compared to Ethereum (CRYPTO: ETH). Both blockchains support smart contracts, which are used to ...
