Morningstar strategist Tom Lauricella says the funds retirees bought specifically to escape tech concentration have quietly filled up with the same AI bets they were meant to offset, and the shift happened…
China's biggest internet stocks are moving in opposite directions Thursday, and the split points to a fault line running straight through the group that could reshape how investors position across the entire…
Sovereign wealth funds poured nearly $28 billion into Alibaba's share sale yet still demanded a steep discount, and that tension tells retail investors something important before they place a single order.
Omor Ibne Ehsan XPeng's robotics unit just attracted Tencent and Alibaba in China's largest embodied AI funding round, yet the stock is tanking anyway as a revenue miss and a conservative outlook raise questions about…
Michael Burry bought Alibaba in April and walked away four months later, accusing management of breaking a core commitment to shareholders. What happened in that window reveals a deeper tension building inside…
Trey Thoelcke Alibaba's AI spending spree just sent profits crashing 75% and free cash flow deep into negative territory, and now the company is selling billions in new shares to keep the machine running.…
Rich Duprey Alibaba is sitting on billions in buyback authorization yet chose to stop using it, redirecting cash into a bet that makes the next few quarters look very different from the last few…
Alibaba's cloud business just posted a 22-quarter high in growth, yet the stock is sinking while rival Baidu climbs. The reason comes down to a single line in the earnings report that…
Alibaba reports earnings before market open on August 20th, and three converging signals suggest most investors are pricing it wrong. Here is what the setup actually looks like for anyone paying attention.
Alibaba and NetEase both report earnings the same morning, forcing a direct choice between two very different China tech bets. Analyst sentiment, price targets, and crowd prediction markets all point in conflicting…
Baidu's stock just cratered on a quarterly miss, but the real question investors face is whether a crumbling search empire can survive long enough for its AI bets to pay off. Here…
Steve Eisman, the man who called the housing collapse, sees a hidden vulnerability in the AI boom that could ripple far beyond Nvidia and force the biggest names in tech to rethink…
Appaloosa Management just walked away from 12 stocks, and the pattern hiding beneath the list suggests David Tepper is betting everything on a very short list of survivors.
Steve Eisman has now delivered two warnings in two weeks: cheap Chinese open-weight AI models signal a price war, and OpenAI and Anthropic together underpin roughly 70% of hyperscaler AI revenue, making…
Beijing just handed Tim Cook an approval that could rewrite the entire narrative around Apple's AI strategy, and it raises an uncomfortable question for every rival that spent billions building what Apple…
