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Heavy AI Spending Weighs on Alibaba's Profits: Hold or Fold the Stock?
Alibaba Group BABA has staked its future on artificial intelligence (AI), channeling billions into cloud infrastructure, proprietary chip development and the relentless rollout of frontier large
TotalEnergies, Masdar Form JV to Support Renewable Energy Use in Asia
TotalEnergies SE TTE announced that it has entered into a $2.2 billion joint venture with Abu Dhabi Future Energy Company PJSC – Masdar to combine their onshore renewable energy operations across
Transocean Secures $1B Backlog From New Offshore Contracts
Transocean Ltd. RIG has announced a significant boost to its contract backlog, securing approximately $1 billion in new awards and extensions. These agreements span key offshore markets in Norway
FedEx Stock Rises 16.2% in 3 Months: Buy the Rally or Wait?
FedEx Corporation FDX, a leading parcel delivery company, with a market capitalization of around $86 billion, has seen its shares jump more than 16% over the past three months. Improved operational
Strategy's Capital Strategy Drives BTC Growth: Is Upside Sustainable?
Strategy Inc.’s MSTR capital strategy has become the primary engine behind its Bitcoin-driven growth. The company raised $25.3 billion in 2025, becoming the largest U.S. equity issuer, and deployed
Can IREN's 150K GPU Fleet Drive $3.7B AI Cloud ARR Target in 2026?
IREN Limited IREN is increasing its AI cloud capacity to 150,000 graphics processing units (GPUs), which management believes is the key to support its target of more than $3.7 billion in AI cloud
MarketAxess 1Q26 Sneak Peek: ADV Climbs on Eurobond, EM Momentum
MarketAxess Holdings Inc. MKTX recently announced that in the first quarter of 2026, it recorded a total trading average daily volume (ADV) of $49.8 billion, a 16% year-over-year increase. Growth in
Compared to Estimates, Levi Strauss (LEVI) Q1 Earnings: A Look at Key Metrics
For the quarter ended February 2026, Levi Strauss (LEVI) reported revenue of $1.74 billion, up 9.3% over the same period last year. EPS came in at $0.42, compared to $0.38 in the year-ago quarter.
Global Peanuts Market Outlook, Key Players and Regional Trends
NVIDIA Invests $2B in Marvell: What It Means for Both Stocks
NVIDIA (NASDAQ: NVDA) has announced a slew of multi-billion dollar investments in key artificial intelligence (AI) companies over recent months, and just made its latest splash. Big Green recently
RPM International (RPM) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
For the quarter ended February 2026, RPM International (RPM) reported revenue of $1.61 billion, up 8.9% over the same period last year. EPS came in at $0.57, compared to $0.35 in the year-ago
Here's What Key Metrics Tell Us About Delta (DAL) Q1 Earnings
For the quarter ended March 2026, Delta Air Lines (DAL) reported revenue of $14.2 billion, up 1.1% over the same period last year. EPS came in at $0.64, compared to $0.46 in the year-ago quarter.
The Drone Disruptor: Kratos Stock Seeks a Higher Altitude
The foundation of the global defense industry is cracking. For generations, the business of war was defined by monolithic, multi-billion-dollar projects, aircraft carriers, stealth bombers, and
ARM Stock Up 32% YTD: Should You Wait for a Better Entry Point?
Arm Holdings ARM sits at the center of the global semiconductor ecosystem, with its stock rocketing 32% so far this year. The company’s chip architecture powers billions of devices worldwide
Here's What Key Metrics Tell Us About Constellation Brands (STZ) Q4 Earnings
For the quarter ended February 2026, Constellation Brands (STZ) reported revenue of $1.92 billion, down 11.3% over the same period last year. EPS came in at $1.90, compared to $2.63 in the year-ago
Hollywood's New Cash King: Paramount's $24B Power Play
A multi-billion-dollar wave of foreign capital is poised to reshape the American media landscape. Two of Hollywood's most iconic names, Paramount (NASDAQ: PSKY) and Warner Bros. (NASDAQ: WBD), are
3 Top-Ranked AI Semiconductor Giants to Tap Huge Short-Term Upside
The artificial intelligence (AI) space remains rock solid supported by an extremely bullish demand scenario. Four major hyperscalers have decided to invest a massive $650 billion in 2026 as capital
Lumentum's 1,500% Run and Nvidia's $2 Billion Deal: What Comes Next?
Investors may not have heard much about Lumentum Holdings Inc. (NASDAQ: LITE) in the mainstream financial press in 2025, but that’s going to change. LITE is up more than 1,500% in the last 12
Can Quanta's $44B Backlog Sustain Double-Digit Growth Through 2030?
Quanta Services, Inc. PWR has entered a new phase of long-term visibility, underpinned by a record backlog of approximately $44 billion. Management emphasized that this backlog is broad-based across



