Alibaba Sinks 7% as a 75% Capex Surge Swallows 45% Cloud Growth; Baidu Ticks Up
Friday’s action in Chinese internet stocks is an Alibaba-specific repricing, not a sector selloff. The proof sits with peers, where…
Friday’s action in Chinese internet stocks is an Alibaba-specific repricing, not a sector selloff. The proof sits with peers, where…
Energy Transfer's co-founder just made a nine-figure bet on his own partnership, and the timing of the purchase raises a…
Bitcoin's breakout sent fintech stocks flying Friday, but the gains spread unevenly across SoFi, Robinhood, and Affirm in a way…
AMD just posted its best quarter ever while Nvidia shipped its way toward a trillion-dollar runway, and now every hyperscaler…
SpaceX just handed NVIDIA a high-profile win by locking in 20% of its next platform, leaving AMD without a flagship…
Tesla is surging while two other companies that got the exact same regulatory approval barely moved, and a safety crisis…
Medicare's drug price negotiation made headlines, but the number getting passed around tells only part of the story for people…
Trump's 90-day beef tariff pause promises relief at the grocery store, but the cattle biology and market forces quietly working…
Google just handed Marvell a $12.2 billion validation of its custom chip ambitions, but the warrant's fine print reveals something…
Walmart beat estimates, raised guidance, and watched its stock crater 9% anyway. The reason buried in the CFO's comments explains…
A top global tech CEO just declared that machine-speed attacks have made human-speed defense obsolete, and that single claim reshuffles…
Two funds, one enormous monthly check, and a retirement math problem most people never bother to solve until the money…
Micron has turned memory into one of the purest AI plays on the market, with revenues exploding and $100 billion…
Critical minerals stocks are surging while the broader market barely twitches, and the forces driving the move have less to…
State Street quietly renamed a flagship ETF and gave it a ticker that looks almost identical to the world's most…
Microsoft just signed off on a Texas data center that could flip IREN's bear case upside down, but the stock…
A major German bank just issued a rare public bear call on one of the most hyped stocks of 2026,…
Moderna has now swung violently in both directions for three straight sessions on the same unchanged clinical news, and the…
Bitcoin just ripped 20% higher in under 48 hours, but the force that drove it has almost nothing to do…
Agilent Technologies has a company-confirmed earnings report dropping after the close on August 26, and every operating lever heading into…