2 days ago
Morgan Stanley kept Alibaba (BABA) stock as a "top pick" ahead of late-August earnings. ****** yst Gary Yu made the call over two weeks after cutting his target to $180 from $190.
That target sits roughly 60% above where BABA shares closed on Friday at $112.14. Thus, Wall Street is telling clients the stock is worth far more than buyers are currently willing to pay.
Yu lowered his Alibaba target in early July. He still kept an overweight rating on the stock.
Other banks pivoted in the same direction. HSBC cut its target to $170 from $176 in July. The bank still maintained its buy rating.
Daiwa moved earlier, cutting to $175 from $200 on June 24. The firm pointed to weak sales during China's 618 shopping festival.
#rating
That target sits roughly 60% above where BABA shares closed on Friday at $112.14. Thus, Wall Street is telling clients the stock is worth far more than buyers are currently willing to pay.
Yu lowered his Alibaba target in early July. He still kept an overweight rating on the stock.
Other banks pivoted in the same direction. HSBC cut its target to $170 from $176 in July. The bank still maintained its buy rating.
Daiwa moved earlier, cutting to $175 from $200 on June 24. The firm pointed to weak sales during China's 618 shopping festival.
#rating
4 days ago
Billionaire David Tepper made the bulk of his fortune investing on Wall Street, so it's understandable that people would peek into his hedge fund's holdings to get a look at where he's placing his bets. As of the first quarter (Q1), Tepper's hedge fund, Appaloosa Management, had $5.93 billion in ******* ets under management, with a surprising amount of that coming from a little-known energy company.
Vistra (NYSE: VST) was 5.12% of Appaloosa's portfolio, its seventh-largest holding. The six above it are Amazon, Micron, Alphabet, Uber, Taiwan Semiconductor Manufacturing, and Alibaba, all of which fall into the tech bucket.
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So, why are Tepper and Appaloosa so high on Vistra? Let's take a look.
Vistra is an energy company that makes money in two main ways. The first is through retail, supplying power to around 5 million residential, commercial, and industrial customers.
#vistra #tepper
Vistra (NYSE: VST) was 5.12% of Appaloosa's portfolio, its seventh-largest holding. The six above it are Amazon, Micron, Alphabet, Uber, Taiwan Semiconductor Manufacturing, and Alibaba, all of which fall into the tech bucket.
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So, why are Tepper and Appaloosa so high on Vistra? Let's take a look.
Vistra is an energy company that makes money in two main ways. The first is through retail, supplying power to around 5 million residential, commercial, and industrial customers.
#vistra #tepper
5 days ago
For e-commerce brands trapped in bad logistics partnerships, breaking free can feel almost impossible. The decision to leave an underperforming third-party logistics provider (3PL) is usually simple enough, but contract termination fees, system integrations and inventory transfer expenses stand firmly in the way. Making a switch is pricey.
As a result, growing businesses often remain connected to inflexible partners that drive up overhead and offer very little operational visibility.
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#sourcing
As a result, growing businesses often remain connected to inflexible partners that drive up overhead and offer very little operational visibility.
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6 days ago
Alibaba (BABA) shares gained pace this week after the Chinese tech giant confirmed a major update to its artificial intelligence push, one that ties its Qwen models directly to hundreds of millions of Apple (AAPL) devices in China. The Chinese tech giant has spent more than a year and billions of dollars building out its AI business, and this latest move shows that bet starting to pay off in a very visible way.
Over the past year, Alibaba has shifted its cloud division away from basic storage and computing services and toward artificial intelligence.
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#Stock #Tech #artificial #baba
Over the past year, Alibaba has shifted its cloud division away from basic storage and computing services and toward artificial intelligence.
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#Stock #Tech #artificial #baba
6 days ago
Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Treasury Secretary Scott Bessent said the U.S. is considering sanctions on China over its alleged "theft" of U.S. large language models.
On Bessent's list are Chinese open-weight AI models like Moonshot's Kimi, DeepSeek, and GLM of z.ai, as well as the tech giant Alibaba. We don't yet know what these proposed sanctions would look like.
As of today, we do not know what these proposed sanctions would look like. If imposed, they could restrict or ban Chinese open-weight models and push U.S. developers toward the best budget-friendly intelligence stateside.
Bessent on Tuesday told Fox Business that frontier AI companies like Anthropic and OpenAI face what he called "IP theft" from Chinese AI models that "distill" their products.
#chinese #like #theft #know
Treasury Secretary Scott Bessent said the U.S. is considering sanctions on China over its alleged "theft" of U.S. large language models.
On Bessent's list are Chinese open-weight AI models like Moonshot's Kimi, DeepSeek, and GLM of z.ai, as well as the tech giant Alibaba. We don't yet know what these proposed sanctions would look like.
As of today, we do not know what these proposed sanctions would look like. If imposed, they could restrict or ban Chinese open-weight models and push U.S. developers toward the best budget-friendly intelligence stateside.
Bessent on Tuesday told Fox Business that frontier AI companies like Anthropic and OpenAI face what he called "IP theft" from Chinese AI models that "distill" their products.
#chinese #like #theft #know
7 days ago
Alibaba (NYSE:BABA) has strengthened its position as one of China's most compelling artificial intelligence investment opportunities. In 2025, the company announced it would invest about $53 billion over three years to strengthen its AI and cloud infrastructure. More recently, it has indicated it plans to exceed the original investment as demand for AI computing continues to grow.
The investment drive underscores Alibaba's ambition to become China's leading AI infrastructure provider. A major catalyst arrived on July 15, when Apple secured regulatory approval to launch Apple Intelligence in China. Alibaba's Qwen large language model will power many Apple Intelligence capabilities in the country, including text generation, image understanding, and conversational AI. The partnership represents one of the strongest endorsements yet of Alibaba's AI technology.
Apple's strategic partnership is expected to enhance Alibaba's reputation as China's leading enterprise AI provider. It is also poised to position Alibaba at the center of Apple's AI rollout in one of the world's largest smartphone markets. In Mainland China, there are between 260 and 300 million active iOS devices that Alibaba can tap into with its AI Qwen Language.
The strategic partnership is also poised to accelerate the adoption of Alibaba Cloud AI services and enable it to generate additional AI-related revenue opportunities. Management expects AI products to contribute more than half of cloud revenue as commercialization expands.
Alibaba's fiscal fourth-quarter 2026 results already demonstrate the momentum in its AI business. While total revenue was up 3% in the fourth quarter of fiscal 2026, the increase was driven by accelerated performance in Cloud Intelligence Group. Cloud Intelligence revenue climbed 38%, with AI-related products accounting for 30% of external cloud revenue.
#revenue #qwen
The investment drive underscores Alibaba's ambition to become China's leading AI infrastructure provider. A major catalyst arrived on July 15, when Apple secured regulatory approval to launch Apple Intelligence in China. Alibaba's Qwen large language model will power many Apple Intelligence capabilities in the country, including text generation, image understanding, and conversational AI. The partnership represents one of the strongest endorsements yet of Alibaba's AI technology.
Apple's strategic partnership is expected to enhance Alibaba's reputation as China's leading enterprise AI provider. It is also poised to position Alibaba at the center of Apple's AI rollout in one of the world's largest smartphone markets. In Mainland China, there are between 260 and 300 million active iOS devices that Alibaba can tap into with its AI Qwen Language.
The strategic partnership is also poised to accelerate the adoption of Alibaba Cloud AI services and enable it to generate additional AI-related revenue opportunities. Management expects AI products to contribute more than half of cloud revenue as commercialization expands.
Alibaba's fiscal fourth-quarter 2026 results already demonstrate the momentum in its AI business. While total revenue was up 3% in the fourth quarter of fiscal 2026, the increase was driven by accelerated performance in Cloud Intelligence Group. Cloud Intelligence revenue climbed 38%, with AI-related products accounting for 30% of external cloud revenue.
#revenue #qwen
7 days ago
Jensen Huang is urging Washington to stop worrying about China's open-source AI just as an all-out panic has broken out over the highly capable, low-cost models that can increasingly compete with the most advanced products by OpenAI and Anthropic.
The Nvidia CEO said in an interview with Axios Tuesday the U.S. should not ban these kinds of models, which are being developed by Chinese companies like DeepSeek, Alibaba, and Moonshot AI—which last week raised alarms when it released its highly capable model, Kimi K3.
While U.S. companies, including AI coding startup Cursor, are increasingly turning to open-source alternatives from China to save on the high costs ***** ociated with American AI models, the White House has reportedly considered restricting their use partly based on fears that the models could be used for surveillance purposes by China or that they could threaten the viability of homegrown AI companies.
The White House reportedly considered using executive power to impose conditions on U.S. companies looking to use Chinese AI models, including forcing these companies to guarantee security and accept liability if breached, Axios reported.
The White House did not immediately respond to Fortune's request for comment.
#Companies #white #China
The Nvidia CEO said in an interview with Axios Tuesday the U.S. should not ban these kinds of models, which are being developed by Chinese companies like DeepSeek, Alibaba, and Moonshot AI—which last week raised alarms when it released its highly capable model, Kimi K3.
While U.S. companies, including AI coding startup Cursor, are increasingly turning to open-source alternatives from China to save on the high costs ***** ociated with American AI models, the White House has reportedly considered restricting their use partly based on fears that the models could be used for surveillance purposes by China or that they could threaten the viability of homegrown AI companies.
The White House reportedly considered using executive power to impose conditions on U.S. companies looking to use Chinese AI models, including forcing these companies to guarantee security and accept liability if breached, Axios reported.
The White House did not immediately respond to Fortune's request for comment.
#Companies #white #China
7 days ago
With artificial intelligence fueling upside, Taiwan Semiconductor (TSM) is still one of the hottest tech giants to buy and hold long-term. Furthermore, the company just posted strong earnings. EPS of $4.31 beat by $0.37. Revenue of $40.2 billion rocketed 33.7% higher year-over-year (YOY), beating estimates by $300 million. And ***** ysts are still incredibly bullish. For example, Wedbush reiterated an "Outperform" rating on the stock, with a price target of NT$3,000 from NT$2,900, thanks to strong, growing demand for artificial intelligence chips.
And while the stock did pull back on the company's plans to increase its 2026 capital expenditures to between $60 billion and $64 billion, up from $52 billion to $56 billion, I'd use recent weakness as an opportunity to buy for the long haul.
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#artificial #still #year #semiconductor
And while the stock did pull back on the company's plans to increase its 2026 capital expenditures to between $60 billion and $64 billion, up from $52 billion to $56 billion, I'd use recent weakness as an opportunity to buy for the long haul.
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#artificial #still #year #semiconductor
8 days ago
Things have gone from bad to worse for Netflix (NFLX) stock over the last year. NFLX stock fell sharply on July 17 after markets gave a thumbs down to the company's second-quarter report. While earnings were broadly in line with estimates, Netflix's Q3 guidance spooked markets.
Notably, NFLX stock also plunged following the Q1 confessional earlier this year for pretty much the same reasons. That quarter, earnings easily beat estimates, but management still did not raise the annual guidance, which was seen as a sign of a slowdown in the coming quarters. In the Q2 release, management narrowed its annual revenue guidance to a range of $51 billion to $51.4 billion, increasing the lower end by $300 million while also cutting the top end of the range by a similar amount. Netflix's Q3 revenue guidance of $12.86 billion also fell short of Street estimates.
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#nflx
Notably, NFLX stock also plunged following the Q1 confessional earlier this year for pretty much the same reasons. That quarter, earnings easily beat estimates, but management still did not raise the annual guidance, which was seen as a sign of a slowdown in the coming quarters. In the Q2 release, management narrowed its annual revenue guidance to a range of $51 billion to $51.4 billion, increasing the lower end by $300 million while also cutting the top end of the range by a similar amount. Netflix's Q3 revenue guidance of $12.86 billion also fell short of Street estimates.
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#nflx
8 days ago
With a market cap of $169.6 billion, The Walt Disney Company (DIS) is a global entertainment leader with diversified operations across film, television, streaming, publishing, and theme parks. Headquartered in Burbank, California, Disney continues to evolve its business structure to align with the rapidly changing media landscape.
Walt Disney is slated to announce its fiscal Q3 2026 results before the market opens on Wednesday, Aug. 5. Ahead of this event, ***** ysts expect DIS to report adjusted earnings of $1.88 per share, a growth of 16.8% from $1.61 per share in the year‑ago quarter. It has exceeded Wall Street's earnings expectations in each of the past four quarters.
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#wednesday
Walt Disney is slated to announce its fiscal Q3 2026 results before the market opens on Wednesday, Aug. 5. Ahead of this event, ***** ysts expect DIS to report adjusted earnings of $1.88 per share, a growth of 16.8% from $1.61 per share in the year‑ago quarter. It has exceeded Wall Street's earnings expectations in each of the past four quarters.
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#wednesday
8 days ago
What if the biggest raise an employee ever received didn't show up in a paycheck?
That's the question billionaire entrepreneur Mark Cuban wants corporate America to consider. Instead of focusing solely on higher wages, Cuban argues the real path to narrowing the wealth gap is giving employees a stake in the companies they help build.
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#alibaba #Stock #changer
That's the question billionaire entrepreneur Mark Cuban wants corporate America to consider. Instead of focusing solely on higher wages, Cuban argues the real path to narrowing the wealth gap is giving employees a stake in the companies they help build.
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#alibaba #Stock #changer
8 days ago
Dallas, Texas-based Jacobs Solutions Inc. (J) engages in the infrastructure and advanced facilities and consulting businesses in the United States and internationally. The company has a market cap of $15.6 billion and provides consulting, planning, architecture, design, engineering, and infrastructure delivery services, including project, program, and construction management, as well as long-term facility operation.
J is expected to release its Q3 2026 earnings on Tuesday, Aug. 4, after the market closes. Ahead of the event, ******* ysts expect the company's EPS to be $1.84 on a diluted basis, up 13.6% from $1.62 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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#earnings #dallas
J is expected to release its Q3 2026 earnings on Tuesday, Aug. 4, after the market closes. Ahead of the event, ******* ysts expect the company's EPS to be $1.84 on a diluted basis, up 13.6% from $1.62 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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#earnings #dallas
8 days ago
Since Meta Platforms' (META) founding by Mark Zuckerberg and four of his Harvard classmates in 2004, the company has built a dominant social media ecosystem comprising Facebook, Instagram, WhatsApp, Messenger, and Threads, complemented by its Reality Labs hardware division. Moving beyond its origins in social networking, the enterprise has transformed into a comprehensive artificial intelligence leader, utilizing its massive data resources to fuel AI-driven advertising, advanced AI agents, and custom hardware initiatives via its growing Meta Superintelligence Labs.
META shares are currently trading significantly under their 52-week peak of $796.25 from Aug. 15, 2025, while holding above the 52-week low of $520.26 set on March 27, 2026. Year-to-date (YTD), the stock has declined by roughly 3%, bringing its market capitalization to about $1.6 trillion.
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#meta #Stock #zuckerberg
META shares are currently trading significantly under their 52-week peak of $796.25 from Aug. 15, 2025, while holding above the 52-week low of $520.26 set on March 27, 2026. Year-to-date (YTD), the stock has declined by roughly 3%, bringing its market capitalization to about $1.6 trillion.
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#meta #Stock #zuckerberg
8 days ago
BXP, Inc. (BXP) is a leading U.S. real estate investment trust (REIT) that develops, owns, and manages premier office and mixed-use properties across major gateway markets. Its operations center on leasing, property management, and redevelopment, with a focus on high-quality workplaces for corporate and professional tenants. The company is headquartered in Boston, Massachusetts and has a market capitalization of $12.46 billion.
BXP is expected to report its second-quarter results for fiscal 2026 on July 28, after the market closes. Ahead of the release, Wall Street ****** ysts have a mixed outlook about the company's bottom-line trajectory.
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#mixed #boston #ahead
BXP is expected to report its second-quarter results for fiscal 2026 on July 28, after the market closes. Ahead of the release, Wall Street ****** ysts have a mixed outlook about the company's bottom-line trajectory.
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#mixed #boston #ahead
8 days ago
Lake Success, New York-based Broadridge Financial Solutions, Inc. (BR) provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally. The company has a market cap of $17.3 billion and handles the proxy materials distribution and voting processes for bank, broker-dealer, corporate issuer, and fund clients, and more.
BR is expected to release its Q4 2026 earnings soon. Ahead of the event, ***** ysts expect the company's EPS to be $3.75 on a diluted basis, up 5.6% from $3.55 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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#solutions #york #broadridge
BR is expected to release its Q4 2026 earnings soon. Ahead of the event, ***** ysts expect the company's EPS to be $3.75 on a diluted basis, up 5.6% from $3.55 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
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#solutions #york #broadridge
8 days ago
Alphabet (GOOG) (GOOGL) will report its second-quarter earnings on July 22. Although GOOGL stock has retreated 12% from its recent highs, ***** ysts remain constructive on the long-term outlook owing to the resilience of Alphabet's advertising business and the growing contribution from Google Cloud.
A key reason behind the bullish sentiment is Alphabet's rapid integration of artificial intelligence (AI) across its core businesses. In Google Search, AI-powered features are helping improve user engagement while making advertising more relevant and effective, supporting continued strength in the company's largest revenue segment.
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#Stock #alphabet
A key reason behind the bullish sentiment is Alphabet's rapid integration of artificial intelligence (AI) across its core businesses. In Google Search, AI-powered features are helping improve user engagement while making advertising more relevant and effective, supporting continued strength in the company's largest revenue segment.
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#Stock #alphabet
8 days ago
With a market cap of $23.9 billion, Corpay, Inc. (CPAY) is a global payments company that provides businesses and consumers with solutions to manage and pay expenses through services such as corporate payments, vehicle payments, lodging payments, and prepaid cards. It serves a wide range of customers by offering fuel and fleet solutions, cross-border and virtual payments, travel and lodging management, and workforce payment services.
The Atlanta, Georgia-based company is set to announce its fiscal Q2 2026 results soon. Ahead of this event, ***** ysts expect Corpay to report a profit of $6.17 per share, up 28.3% from $4.81 per share in the year-ago quarter. It has surpassed Wall Street's earnings estimates in each of the last four quarters.
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#corpay #earnings #company #solutions
The Atlanta, Georgia-based company is set to announce its fiscal Q2 2026 results soon. Ahead of this event, ***** ysts expect Corpay to report a profit of $6.17 per share, up 28.3% from $4.81 per share in the year-ago quarter. It has surpassed Wall Street's earnings estimates in each of the last four quarters.
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#corpay #earnings #company #solutions
8 days ago
The S&P 500 Index ($SPX) (SPY) today is up +0.46%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.14%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.86%. September E-mini S&P futures (ESU26) are up +0.43%, and September E-mini Nasdaq futures (NQU26) are up +0.78%.
Stock indexes are mostly higher today amid a rebound in chipmakers. Short covering emerged in chipmakers and AI-infrastructure stocks ahead of earnings results of megacap technology stocks this week, beginning with Alphabet on Wednesday. Stocks also found support after crude oil prices fell from their highs on signs that diplomatic efforts to end the US-Iran war were ongoing. Weakness in software stocks today is limiting the overall market's upside.
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#today #september #mini #futures
Stock indexes are mostly higher today amid a rebound in chipmakers. Short covering emerged in chipmakers and AI-infrastructure stocks ahead of earnings results of megacap technology stocks this week, beginning with Alphabet on Wednesday. Stocks also found support after crude oil prices fell from their highs on signs that diplomatic efforts to end the US-Iran war were ongoing. Weakness in software stocks today is limiting the overall market's upside.
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#today #september #mini #futures
8 days ago
Northbrook, Illinois-based CF Industries Holdings, Inc. (CF) manufactures and sells hydrogen and nitrogen products for energy, fertilizer, emissions abatement, and other industrial activities. Valued at $18.7 billion by market cap, the company provides clean energy to feed and fuel the world sustainably. The leading global manufacturer of hydrogen and nitrogen products is expected to announce its fiscal second-quarter earnings for 2026 after the market closes on Wednesday, Aug. 5.
Ahead of the event, ***** ysts expect CF to report a profit of $5.71 per share on a diluted basis, up 140.9% from $2.37 per share in the year-ago quarter. The company has consistently surpassed the consensus estimates in each of the last four quarters.
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#products
Ahead of the event, ***** ysts expect CF to report a profit of $5.71 per share on a diluted basis, up 140.9% from $2.37 per share in the year-ago quarter. The company has consistently surpassed the consensus estimates in each of the last four quarters.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ***** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#products
8 days ago
Realty Income Corporation (O), headquartered in San Diego, California, is real estate partner to the world's leading companies. With a market cap of $61.3 billion, the company owns and manages a portfolio of commercial properties located across the U.S. Realty Income focuses on acquiring single-tenant retail locations, leased to regional and national chains, and under long-term net lease agreements. The REIT giant is expected to announce its fiscal second-quarter earnings for 2026 after the market closes on Wednesday, Aug. 5.
Ahead of the event, ******* ysts expect O to report an FFO of $1.09 per share on a diluted basis, up 3.8% from $1.05 per share in the year-ago quarter. The company beat or matched the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ******* eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#income #company #quarter #corporation
Ahead of the event, ******* ysts expect O to report an FFO of $1.09 per share on a diluted basis, up 3.8% from $1.05 per share in the year-ago quarter. The company beat or matched the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ******* eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#income #company #quarter #corporation
8 days ago
New York-based MetLife, Inc. (MET) is a financial services company that provides insurance, annuities, employee benefits, and ******* et management services worldwide. Valued at $60.5 billion by market cap, the company also provides pension risk transfers, institutional income annuities, structured settlements, and capital markets investment products, as well as other products and services. The global provider of insurance, annuities, and employee benefit programs is expected to announce its fiscal second-quarter earnings for 2026 after the market closes on Wednesday, Aug. 5.
Ahead of the event, ******* ysts expect MET to report a profit of $2.36 per share on a diluted basis, up 16.8% from $2.02 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ******* eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#annuities #products
Ahead of the event, ******* ysts expect MET to report a profit of $2.36 per share on a diluted basis, up 16.8% from $2.02 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ******* eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#annuities #products
8 days ago
With a market cap of $27.2 billion, NRG Energy, Inc. (NRG) provides retail electricity, energy management, smart home solutions, and carbon management services across the United States and Canada. Through multiple segments, it serves residential, commercial, and industrial customers while operating a diversified portfolio of fossil fuel and renewable energy generation ******* ets and engaging in energy trading and related financial products.
The Houston, Texas-based company is expected to unveil its fiscal Q2 2026 results before the market opens on Tuesday, Aug. 4. Ahead of the event, ******* ysts anticipate NRG to report an EPS of $1.83, a rise of 8.9% from $1.68 in the year-ago quarter. It has exceeded Wall Street's bottom-line estimates in three of the past four quarters while missing on another occasion.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ******* eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#energy #market #united #ahead
The Houston, Texas-based company is expected to unveil its fiscal Q2 2026 results before the market opens on Tuesday, Aug. 4. Ahead of the event, ******* ysts anticipate NRG to report an EPS of $1.83, a rise of 8.9% from $1.68 in the year-ago quarter. It has exceeded Wall Street's bottom-line estimates in three of the past four quarters while missing on another occasion.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ******* eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#energy #market #united #ahead
8 days ago
Bellevue, Washington-based Expeditors International of Washington, Inc. (EXPD) provides logistics services in the Americas and internationally. The company has a market cap of $23.9 billion and offers air freight services, such as air freight consolidation and forwarding, and ocean freight services, including ocean freight consolidation, direct ocean forwarding, order management, and more.
EXPD is expected to release its Q2 2026 earnings on Tuesday, Aug. 4, before the market opens. Ahead of the event, **** ysts expect the company's EPS to be $1.64 on a diluted basis, up 22.4% from $1.34 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If **** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#company #forwarding
EXPD is expected to release its Q2 2026 earnings on Tuesday, Aug. 4, before the market opens. Ahead of the event, **** ysts expect the company's EPS to be $1.64 on a diluted basis, up 22.4% from $1.34 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If **** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#company #forwarding
8 days ago
Booking Holdings Inc. (BKNG) is the world's leading online travel services provider, operating a portfolio of travel brands across more than 220 countries and territories. Headquartered in Norwalk, Connecticut, the company simplifies global travel through technology, driving innovation, collaboration, and customer-focused solutions while supporting millions of travel experiences worldwide. It currently has a market capitalization of about $140.8 billion.
BKNG is set to report its Q2 earnings on Tuesday, August 4, 2026, after the market closes. Ahead of the release, ****** ysts expect the company to report a diluted EPS of $2.46, up 10.8% from $2.22 in the year-ago quarter. BKNG has exceeded Wall Street's EPS estimates in all of the past four trailing quarters, which is impressive.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ****** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#bkng #booking #holdings
BKNG is set to report its Q2 earnings on Tuesday, August 4, 2026, after the market closes. Ahead of the release, ****** ysts expect the company to report a diluted EPS of $2.46, up 10.8% from $2.22 in the year-ago quarter. BKNG has exceeded Wall Street's EPS estimates in all of the past four trailing quarters, which is impressive.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ****** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#bkng #booking #holdings
8 days ago
Thousand Oaks, California-based Amgen Inc. (AMGN) is a leading independent biotechnology company that discovers, develops, manufactures, and delivers innovative biologic medicines for serious diseases. With a market capitalization of approximately $197.7 billion, the company focuses on oncology, inflammation, general medicine, and rare diseases, leveraging advanced human genetics and biologics manufacturing to improve patient outcomes globally.
AMGN is set to report its Q2 earnings on Wednesday, August 5, 2026, after the market closes. Ahead of the release, ***** ysts expect the company to report a diluted EPS of $5.57, down 7.5% from $6.02 in the year-ago quarter. AMGN has exceeded Wall Street's EPS estimates in each of the past four trailing quarters, which is impressive.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ***** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#company
AMGN is set to report its Q2 earnings on Wednesday, August 5, 2026, after the market closes. Ahead of the release, ***** ysts expect the company to report a diluted EPS of $5.57, down 7.5% from $6.02 in the year-ago quarter. AMGN has exceeded Wall Street's EPS estimates in each of the past four trailing quarters, which is impressive.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ***** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#company
8 days ago
Atlanta, Georgia-based United Parcel Service, Inc. (UPS) is a package delivery and logistics provider that offers transportation and delivery services. The company has a market cap of $100.1 billion and operates through two segments, U.S. Domestic Package and International Package. UPS is expected to release its Q2 2026 earnings on Tuesday, July 28, before the market opens.
Ahead of the event, ******* ysts expect the company's EPS to be $1.65 on a diluted basis, up 6.5% from $1.55 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in three of its last four quarters, while missing on one occasion.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ******* eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#atlanta #service
Ahead of the event, ******* ysts expect the company's EPS to be $1.65 on a diluted basis, up 6.5% from $1.55 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in three of its last four quarters, while missing on one occasion.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ******* eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#atlanta #service
8 days ago
Alibaba (NYSE:BABA) has strengthened its position as one of China's most compelling artificial intelligence investment opportunities. In 2025, the company announced it would invest about $53 billion over three years to strengthen its AI and cloud infrastructure. More recently, it has indicated it plans to exceed the original investment as demand for AI computing continues to grow.
The investment drive underscores Alibaba's ambition to become China's leading AI infrastructure provider. A major catalyst arrived on July 15, when Apple secured regulatory approval to launch Apple Intelligence in China. Alibaba's Qwen large language model will power many Apple Intelligence capabilities in the country, including text generation, image understanding, and conversational AI. The partnership represents one of the strongest endorsements yet of Alibaba's AI technology.
Apple's strategic partnership is expected to enhance Alibaba's reputation as China's leading enterprise AI provider. It is also poised to position Alibaba at the center of Apple's AI rollout in one of the world's largest smartphone markets. In Mainland China, there are between 260 and 300 million active iOS devices that Alibaba can tap into with its AI Qwen Language.
The strategic partnership is also poised to accelerate the adoption of Alibaba Cloud AI services and enable it to generate additional AI-related revenue opportunities. Management expects AI products to contribute more than half of cloud revenue as commercialization expands.
Alibaba's fiscal fourth-quarter 2026 results already demonstrate the momentum in its AI business. While total revenue was up 3% in the fourth quarter of fiscal 2026, the increase was driven by accelerated performance in Cloud Intelligence Group. Cloud Intelligence revenue climbed 38%, with AI-related products accounting for 30% of external cloud revenue.
#cloud
The investment drive underscores Alibaba's ambition to become China's leading AI infrastructure provider. A major catalyst arrived on July 15, when Apple secured regulatory approval to launch Apple Intelligence in China. Alibaba's Qwen large language model will power many Apple Intelligence capabilities in the country, including text generation, image understanding, and conversational AI. The partnership represents one of the strongest endorsements yet of Alibaba's AI technology.
Apple's strategic partnership is expected to enhance Alibaba's reputation as China's leading enterprise AI provider. It is also poised to position Alibaba at the center of Apple's AI rollout in one of the world's largest smartphone markets. In Mainland China, there are between 260 and 300 million active iOS devices that Alibaba can tap into with its AI Qwen Language.
The strategic partnership is also poised to accelerate the adoption of Alibaba Cloud AI services and enable it to generate additional AI-related revenue opportunities. Management expects AI products to contribute more than half of cloud revenue as commercialization expands.
Alibaba's fiscal fourth-quarter 2026 results already demonstrate the momentum in its AI business. While total revenue was up 3% in the fourth quarter of fiscal 2026, the increase was driven by accelerated performance in Cloud Intelligence Group. Cloud Intelligence revenue climbed 38%, with AI-related products accounting for 30% of external cloud revenue.
#cloud
8 days ago
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Starships were meant to fly, in the wise words of Nicki Minaj. But **** eX's Starship rocket stayed grounded last week as the company's stock crashed down around CEO Elon Musk.
Investors were turning bearish on Musk's **** e company even before last week's scrubbed launch, wiping out about $1 trillion in market value since the stock's June 16 peak. **** eX's shares closed out the week trading about $124, below the company's $135 IPO price last month. Musk, who's the company's biggest shareholder with about a 46% stake, saw his net worth plummet below the trillion mark. But don't start playing a tiny violin just yet: He's still the world's richest person.
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
READ ALSO: AMC's 'Odyssey' Toward Epic Comeback and Moonshot, Alibaba Train Spotlight on AI's Affordability
Starships were meant to fly, in the wise words of Nicki Minaj. But **** eX's Starship rocket stayed grounded last week as the company's stock crashed down around CEO Elon Musk.
Investors were turning bearish on Musk's **** e company even before last week's scrubbed launch, wiping out about $1 trillion in market value since the stock's June 16 peak. **** eX's shares closed out the week trading about $124, below the company's $135 IPO price last month. Musk, who's the company's biggest shareholder with about a 46% stake, saw his net worth plummet below the trillion mark. But don't start playing a tiny violin just yet: He's still the world's richest person.
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
READ ALSO: AMC's 'Odyssey' Toward Epic Comeback and Moonshot, Alibaba Train Spotlight on AI's Affordability
8 days ago
My article from June 28 outlining the M-A-N-I-A trade was either a warning signal to heed or a case of that broken clock being right twice a day.
In this case, MANIA refers to these uber-popular stocks, all of which are among the biggest holdings of the iShares Semiconductor ETF (SOXX), which made quite a move earlier this year:
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ******* eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
In this case, MANIA refers to these uber-popular stocks, all of which are among the biggest holdings of the iShares Semiconductor ETF (SOXX), which made quite a move earlier this year:
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ******* eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
9 days ago
Alibaba (BABA) may have just received one of the strongest endorsements any artificial intelligence company could hope for. After nearly two years of regulatory delays, Apple (AAPL) has reportedly secured approval to launch Apple Intelligence in China, and Alibaba's Qwen large language model will power much of the AI experience.
For investors, this is more than another technology partnership. It positions Alibaba at the center of Apple's AI rollout in one of the world's largest smartphone markets while reinforcing the company's growing reputation in generative AI. The timing also comes as Alibaba tries to convince investors that it deserves to be valued as an AI leader rather than simply an e-commerce company.
Elon Musk Says If ******* eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
3 Numbers That Will Matter Most in IBM's Upcoming Q2 Earnings
For investors, this is more than another technology partnership. It positions Alibaba at the center of Apple's AI rollout in one of the world's largest smartphone markets while reinforcing the company's growing reputation in generative AI. The timing also comes as Alibaba tries to convince investors that it deserves to be valued as an AI leader rather than simply an e-commerce company.
Elon Musk Says If ******* eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
3 Numbers That Will Matter Most in IBM's Upcoming Q2 Earnings
