Seeking catalyst driven opportunity
Alibaba‘s BABA weakening cash flow could become a headwind to its long-term growth potential if heavy investments continue to outpace cash generation. The company generated solid revenue growth in fiscal 2026, but its cash generation deteriorated sharply as it accelerated spending on AI infrastructure, cloud …
Apple paid nearly $2 billion for a startup with no public product. Here’s what its earliest investors saw first. Listen to the audio version of this article (generated by AI). Editor’s Note: My colleague Luke Lango studies where the AI boom is going next – …
Key Points Investor Michael Burry, who made a name for himself by successfully profiting from the housing market collapse, has been one of the biggest bears when it comes to investing in artificial intelligence (AI) stocks. He holds short positions in several large tech stocks, …
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Roundhill Magnificent Seven ETF (Symbol: MAGS) where we have detected an approximate $541.0 million dollar inflow — that’s a 14.1% increase week over week in …
Shopify‘s SHOP AI-driven commerce opportunity is strengthening the company’s growth prospects as artificial intelligence reshapes how consumers discover and purchase products. During the second quarter of 2026, AI-driven traffic and orders to Shopify stores each tripled year over year, while new buyer orders through AI …
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Monday (August 10) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,917.34, trading flat …
Key Points Microsoft, Meta, Amazon, Alphabet and other tech giants are projected to spend as much as $1 trillion on AI in 2027. Vertiv specializes in AI infrastructure with essential data center products, such as power management and cooling solutions Eaton is a legacy electrical …
Key Points Nvidia, Broadcom, Taiwan Semiconductor, and Applied Materials all carry dividend yields below 1%. Nvidia returned about $20 billion to shareholders in a single quarter, nearly all of it through buybacks. Taiwan Semiconductor raised its 2026 capital budget to as much as $64 billion, …
CoreWeave, Inc. CRWV delivered a strong second quarter of 2026, raised its full-year outlook and continued to add massive customer commitments. Revenue reached $2.6 billion, up 112% year over year, with expanding margins and operating leverage. Its revenue backlog climbed to $104.2 billion from $99.4 billion …
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Friday (August 7) as of 11:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,929.85, trading 0.3 …