Seeking catalyst driven opportunity
Key Points For years, Alibaba (NYSE: BABA) was synonymous with Chinese e-commerce. Its Taobao and Tmall operations were the crown jewels of its tech empire. The cloud was a promising side business. And investors largely viewed the company through the lens of China’s consumer economy. …
Breakfast News: Week in Review September 4, 2026 1. The Cheapest AI Yet Squeezes the Companies Selling It Source: Image created by Jester AI. Tokens serve as the billing unit that AI models use for their services. On Monday, a million tokens could be purchased …
Key Points Warren Buffett retired as Berkshire’s CEO on Dec. 31, passing the baton and oversight of the company’s $360 billion investment portfolio to Greg Abel. Like the Oracle of Omaha, Greg Abel believes in concentrating Berkshire Hathaway’s invested assets in his best ideas. Tech …
Snowflake SNOW shares have rallied 16.6% since it reported second-quarter fiscal 2027 results on Sept. 2, 2026. The uptick can be attributed to the company’s strong product revenue growth and accelerating enterprise adoption of its newer artificial intelligence products. Click here to check the details …
Listen to the audio version of this article (generated by AI). Editor’s Note: Nvidia Corp. (NVDA) has become one of the most powerful players in the AI Revolution. Although I don’t currently recommend the stock, there’s still plenty to learn from CEO Jensen Huang’s strategy. …
Key Points The debate between Advanced Micro Device‘s (NASDAQ: AMD) and Nvidia‘s (NASDAQ: NVDA) stocks has been raging since the artificial intelligence (AI) arms race kicked off in 2023. For the first three years, Nvidia was the far better investment and outperformed AMD. That hasn’t …
Key Points Data center sales today make up roughly 90% of Nvidia’s entire business. Its CFO expects the new Vera Rubin chips to make up 20% of data center sales in the third quarter. Nvidia says Vera Rubin has the fastest ramp-up of any product …
Key Points A $678 billion sales backlog shows that Microsoft Cloud will remain a major part of the business. Artificial intelligence tailwinds are poised to continue for multiple years, giving cloud revenue a vast runway for growth. Microsoft shares have underperformed the S&P 500 in …
Amazon AMZN enters the back half of 2026 with fresh momentum behind its Prime ecosystem, as recent programming and delivery announcements reinforce the loyalty engine underpinning the stock’s retail narrative. On Aug. 13, 2026, Prime Video unveiled its full 2026-27 NBA on Prime schedule, its …
Abn Amro BK N V – Unsponsored ADR (AAVMY) appears an attractive pick given a noticeable improvement in the company’s earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company. …