"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Alibaba BABA is promoting quick commerce as a key growth driver, with revenues surging 60% year over year in the second quarter of fiscal 2026, driven by strong order momentum and expansion of Taobao Instant Commerce. This growth is boosting user engagement, increasing monthly active …
Key Points In the global electric vehicle (EV) landscape, two prominent leaders stand out: Tesla (NASDAQ: TSLA) and BYD (OTC: BYDDY). While they are using very different strategies to add shareholder value, both offer investors long-term durability and world-class innovation. High hopes for Tesla in …
Before we jump in, a quick note: Our offices are closed today in honor of Martin Luther King Jr. Day. If you need help from our Customer Service Department, they’ll be happy to assist you when we reopen tomorrow. At first glance, markets can look …
Businesses are broadly still in the early stages of exploring how artificial intelligence can help their organizations – but that is not stopping them from making significant investments in the technology. Those findings come from a new 2026 Outlook Survey from Nasdaq, which asked CEOs, …
Key Points Apple has been a great stock to own in the past, so outsize returns aren’t unusual. The current valuation is expensive, which introduces a notable downside risk factor. If Apple posts better-than-expected iPhone sales, market sentiment would likely get a positive boost. 10 …
Here’s a quick recap of the crypto landscape for Monday (January 19) as of 9:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$93,135.95, …
Investors are eying Netflix NFLX)stock when markets reopen on Tuesday, January 20, as the streaming giant is scheduled to report its Q4 results after market hours. Netflix stock is down 6% in the first 11 trading days of 2026, with markets closed on Monday in …
Key Points 2026 is shaping up to be another fantastic year for the stock market, especially with the amount of artificial intelligence (AI) spending going on. I think there are several stocks bound to rocket higher over the year, and if you don’t buy them …
Key Points Nvidia’s Blackwell and Rubin platforms have exceptional long-term revenue visibility. Alphabet is already monetizing its artificial intelligence capabilities at scale. Broadcom also enjoys a long AI backlog and expanding hyperscaler relationships. 10 stocks we like better than Nvidia › The global artificial intelligence …
Last year, in the December 7 QT, we wrote: “It no longer makes much sense for us to continue recommending overweighting the and sectors in an portfolio …. The same can be said about overweighting the United States in the All Country World MSCI portfolio.” It …