The Club’s 10 things to watch Friday, Aug. 29 — Today’s newsletter was written by Jeff Marks, the Club’s director of portfolio analysis. 1. The S & P 500 is on pace for a lower open to finish out the week after closing yesterday at a record high. There were no major fireworks from the release of the personal consumption …
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Alibaba (BABA) June quarter 2025 earnings report
The Alibaba office building in Nanjing, Jiangsu province, China, on Aug. 28, 2024. CFOTO | Future Publishing | Getty Images Alibaba posted a better-than-expected bottom line in the June quarter fueled by accelerated sales at its cloud computing unit and a continued revival of its e-commerce business. Still, the Chinese giant’s revenues came in under analyst forecasts. Alibaba’s stock was …
Read More »Alibaba Stock Gains After Earnings Beat. How It Plans to Replace Nvidia Chips. – Barron's
Alibaba Stock Gains After Earnings Beat. How It Plans to Replace Nvidia Chips. Barron’s Alibaba’s key cloud unit sales shine even as quarterly revenues miss CNBC Alibaba’s Profit Slides After China Food War Slashes Margins Bloomberg.com Earnings Snapshot: Alibaba (NYSE:BABA) falls short in FQ1; Adjusted EBITA down 14% Y/Y Seeking Alpha Alibaba Group Announces June Quarter 2025 Results Yahoo Finance Source link
Read More »Alibaba Earnings Are Coming. AI, Price Wars, and Tariffs Could Leave Their Mark. – Barron's
Alibaba Earnings Are Coming. AI, Price Wars, and Tariffs Could Leave Their Mark. Barron’s Alibaba’s key cloud unit sales shine even as quarterly revenues miss CNBC Alibaba’s Profit Slides After China Food War Slashes Margins Bloomberg.com Alibaba Stock Gains After Earnings Beat. How It Plans to Replace Nvidia Chips. Barron’s Earnings Snapshot: Alibaba (NYSE:BABA) falls short in FQ1; Adjusted EBITA down 14% Y/Y Seeking Alpha …
Read More »BBY Earnings: Best Buy Stock Jumps on Q2 Beats
Best Buy (BBY) stock was on the move Thursday following the release of the electronics retailer’s Fiscal Q2 2026 earnings report. The company reported adjusted earnings per share of $1.28, which was above Wall Street’s estimate of $1.21. However, adjusted EPS dropped 4.5% year-over-year from $1.34. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful …
Read More »Index Tops 6500 After Nvidia Earnings; Hormel Drops
Key Takeaways The S&P 500 added 0.3% on Thursday, Aug. 28, 2025, notching another record close following Nvidia’s earnings report and a positive revision to U.S. GDP growth. Shares of business monitoring software provider Datadog earned the top performance in the benchmark index amid the latest wave of enthusiasm around AI. Hormel Foods shares plunged after the maker of packaged …
Read More »Affirm Stock Rises 13% After Earnings. What Has Wall Street Excited. – Barron's
Affirm Stock Rises 13% After Earnings. What Has Wall Street Excited. Barron’s Affirm’s stock soars 15% on earnings, revenue beat CNBC Affirm swings to profit as people flocked to its 0% APR loans and other offers MarketWatch Affirm Stock: Affirm Earnings Beat. Guidance Above Views Despite Walmart Worries. Investor’s Business Daily Affirm Holdings (AFRM) Reports Q4 Earnings: What Key Metrics Have to Say Yahoo Finance …
Read More »Nvidia Earnings Disappointed. GE Vernova and 5 More Industrial Stocks Get a Boost. – Barron's
Nvidia Earnings Disappointed. GE Vernova and 5 More Industrial Stocks Get a Boost. Barron’s Big Tech investment powers Nvidia results, but Wall Street says ‘inevitable’ slowdown looms Yahoo Finance Investors remain chipper about Nvidia Financial Times Nvidia beats on top and bottom lines as company expects breakneck AI spend to continue CNBC NVIDIA Announces Financial Results for Second Quarter Fiscal 2026 NVIDIA Newsroom Source link
Read More »Nvidia’s China-based rival posts 4,300% revenue jump as chipmaker’s earnings reported no H20 chip sales to the country
Cambricon, a China-based semiconductor firm, posted record profits in the first half of the year, along with revenue that surged roughly 4,300%. The earnings, released late Tuesday, serve as an example of Nvidia’s growing local competition in China, as the government and market seek alternative chipmakers to gain traction in the region. Nvidia’s business in China has been tied up …
Read More »Nvidia Earnings, Moats and China, Nvidia vs. the AI Labs – Stratechery by Ben Thompson
Nvidia’s earning continue to be governed by supply — and reasoning models make that even more the case. Plus, why Nvidia is so desperate to get back into China. Subscribe to Stratechery Plus for full access. $15 / month or $150 / year With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp …
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