Galeanu Mihai/iStock via Getty Images The crypto market has finally started to show a strong relief rally as the overall market cap has increased by about 3.5%, reaching nearly $2.51T. The biggest momentum is coming from altcoins, as Ethereum ( ETH-USD ) has jumped nearly 7%, while XRP ( XRP-USD ) and Solana ( SOL-USD ) have jumped around 4%-6% over the past day. At the same time, Bitcoin (BTC-USD...
Galeanu Mihai/iStock via Getty Images The crypto market has finally started to show a strong relief rally as the overall market cap has increased by about 3.5%, reaching nearly $2.51T. The biggest momentum is coming from altcoins, as Ethereum ( ETH-USD ) has jumped nearly 7%, while XRP ( XRP-USD ) and Solana ( SOL-USD ) have jumped around 4%-6% over the past day. At the same time, Bitcoin (BTC-USD) surged around 2% in the past 24 hours and is now trading near ~73.3k. Overall, investors are now closely watching the currencies move to see whether this rally will continue or start fading again. What's driving the latest BTC, ETH, XRP, and SOL bounce? The recent rise in crypto prices is not random. The SoSoValue data shows strong institutional accumulation. Bitcoin and Ethereum spot ETFs have recorded net inflows for three straight weeks, showing steady demand. As of March 13, BTC spot ETFs saw around $180.33M in net inflows. A large part came from BlackRock’s iShares Bitcoin Trust ( IBIT ), which brought in about $143.59M in new investment. On the other hand, BlackRock’s iShares Ethereum Trust ( ETHA ) also saw inflows of around $32.39M, which supported the ETH’s recent rise. Meanwhile, Solana spot ETFs recorded about $10.7M in net inflows last week. XRP also jumped after Ripple received a banking license, pushing its valuation to about $120B. This clear combination of institutional exposure even during the US-Israel-Iran war conflicts shows how whales are considering cryptocurrencies like Bitcoin as safe-haven assets. Technical analysis: what to expect next? At the time of writing, Bitcoin ( BTC-USD ) is trading around ~$73K, increasing around 2% in the past 24 hours. The RSI is near ~60, which shows that the buying activity is slowly increasing. If the price stays above the $72K support level, it could move up towards $77K this week. But if support breaks, it may drop back to the ~$65K level. Ethereum ( ETH-USD ) is currently trading around ~$2.25K after a strong bre...
Derick Hudson/iStock Editorial via Getty Images There have been quite a few headlines about Meta Platforms, Inc. ( META ), in the past few days. In fact, right as I was writing this piece, a new one came in. I'm talking about the up to $27B compute deal with Nebius ( NBIS ) spanning over the next 5 years and following another $3B deal announced in November last year. Interestingly, this news came ...
Derick Hudson/iStock Editorial via Getty Images There have been quite a few headlines about Meta Platforms, Inc. ( META ), in the past few days. In fact, right as I was writing this piece, a new one came in. I'm talking about the up to $27B compute deal with Nebius ( NBIS ) spanning over the next 5 years and following another $3B deal announced in November last year. Interestingly, this news came just a week after the company announced its 4 chips in 2 years strategy. On top of that, we have the 20% workforce layoffs headline, which I believe could help mitigate the pressures on the bottom line from its AI strategy (think compute costs + GPU depreciation). And, of course, the delay of its new AI model, Avocado, following a similar path as Behemoth last year. Overall, despite what some may consider negative headlines, I think the bull case remains intact. Meta has shown strong and tangible evidence that AI is lifting its ad business in Q4, and the recent deal with Nebius is proof (at least, to me) that they expect more upside from the investment in AI. The Recent Headlines Let's start with the delay of Meta's new AI model, code-named Avocado, from a planned March 2026 release to at least May or June this year. It appears that Avocado’s performance was better than Gemini 2.5, but it was still below Gemini 3. Therefore, the delay makes sense. Just remember the negative headlines after OpenAI ( OPENAI ) disappointed users with the release of ChatGPT 5 last year. According to the Reuters report, it seems that one of the options that Meta’s AI division may be considering is temporarily licensing Google’s Gemini to power some Meta AI products. In my view, the Avocado model is not trying to compete with the likes of frontier models like Claude, Gemini, or ChatGPT in tasks like coding or advanced reasoning tasks. Meta's goal is to achieve personal superintelligence, as noted by Mark's July 2025 letter . In fact, I considered including below a very interesting remark from Met...
Last night’s Oscars might have been superficially modern (K-pop! Female cinematographers winning things! Jokes about YouTube interstitial advertising!), but there was one slightly charming old throwback: Sean Penn wasn’t there to collect his best supporting actor award. Sure, this sort of thing happens all the time in other awards shows – you can barely get through a single Baftas without an A-lis...
Last night’s Oscars might have been superficially modern (K-pop! Female cinematographers winning things! Jokes about YouTube interstitial advertising!), but there was one slightly charming old throwback: Sean Penn wasn’t there to collect his best supporting actor award. Sure, this sort of thing happens all the time in other awards shows – you can barely get through a single Baftas without an A-lister revealing that they didn’t fancy braving the London winter – but not the Oscars. The Oscars are meant to represent the pinnacle of professional achievement. It’s your one chance to look all of your peers in the eye as one in the knowledge that you are better than the lot of them. Who’d turn down an opportunity that irresistible? Well, Sean Penn, that’s who. Last night, after he opened the envelope and called out Penn’s name, presenter Kieran Culkin was forced to apologetically carry the statue offstage himself. The reason for this, it transpires, is that Penn may have had a prior commitment in Ukraine. After rumours suggested that the actor may have flown out to an undisclosed part of the country late last week, he was photographed in central Kyiv on Monday “wearing sunglasses and carrying a box of cigarettes”. It’s a hell of a story, one that only serves to burnish Penn’s reputation. The rest of Hollywood can have their little party, yucking it up with Baby Yoda and the KPop Demon Hunters, but Penn has no time for such fripperies. He is involved with important world events, trying to move the needle on an issue bigger than mere entertainment. This hasn’t happened for a couple of years. The last time a winner skipped the Oscars was in 2024, when Hayao Miyazaki couldn’t make it to pick up his award for The Boy and the Heron. The excuse given then was that Miyazaki was getting on in age, and he didn’t want to put his body under the stress of a round-the-world flight. View image in fullscreen Missing in Ukraine … Sean Penn pictured on a street in Kyiv on 16 March, the day ...
Earnings Call Insights: Townsquare Media (TSQ) Q4 2025 Management View CEO Bill Wilson shared that "Townsquare's fourth quarter results and therefore, our full year results for 2025 met the total net revenue and adjusted EBITDA guidance that we provided on our last call, reflecting our team's hard work in the current environment." He highlighted that approximately 55% of total net revenue now come...
Earnings Call Insights: Townsquare Media (TSQ) Q4 2025 Management View CEO Bill Wilson shared that "Townsquare's fourth quarter results and therefore, our full year results for 2025 met the total net revenue and adjusted EBITDA guidance that we provided on our last call, reflecting our team's hard work in the current environment." He highlighted that approximately 55% of total net revenue now comes from digital, up from 52% in 2024, and 56% of segment profit comes from digital solutions, up from 50% in 2024. Wilson stated, "We are proud that the execution of our digital-first local media strategy allowed us to deliver excellent results for our clients while also outperforming competitors and gaining market share in 2025." Wilson addressed dividend concerns: "We do not pay too much attention to the implied dividend yield as we believe the underlying strength of our digital advertising business and its differentiation is not reflected in the current stock price... management, along with our Board of Directors, remain confident in the strong cash flow generation that our business model delivers and therefore, in our ability to support our dividend at its current rate." On digital advertising, Wilson noted, "In 2025, our digital advertising business started the year with strong revenue growth rates... All in all, 2025 digital advertising revenue increased plus 2% year-over-year. This growth was driven by: one, our programmatic digital advertising platform; and two, the direct local sales of our owned and operated or O&O digital properties." He added, "Our third-party media partnership model... has been progressing quite, quite nicely since its beta launch in early of 2024. This strategy will be a meaningful component of our digital advertising growth in future years." CFO Stuart Rosenstein stated, "Fourth quarter net revenue declined 4.5% year-over-year, excluding political and 9.6% in total to net revenue of $106.5 million, which was within our guidance range of $105 m...
Earnings Call Insights: CytomX Therapeutics (CTMX) Q4 2025 Management View CEO Sean McCarthy highlighted an update on Phase I dose expansion data for Varseta-M, the company's EpCAM-targeting PROBODY antibody drug conjugate for colorectal cancer, stating, "We continue to be highly encouraged by what we're seeing and we aim to develop Varseta-M aggressively for the benefit of patients with CRC and o...
Earnings Call Insights: CytomX Therapeutics (CTMX) Q4 2025 Management View CEO Sean McCarthy highlighted an update on Phase I dose expansion data for Varseta-M, the company's EpCAM-targeting PROBODY antibody drug conjugate for colorectal cancer, stating, "We continue to be highly encouraged by what we're seeing and we aim to develop Varseta-M aggressively for the benefit of patients with CRC and over time, many other cancers." McCarthy emphasized that Varseta-M could address a "multibillion-dollar potential market opportunity" in third-line colorectal cancer alone, with projections of 45,000 addressable patients by 2040. McCarthy detailed that Varseta-M achieved a 32% confirmed overall response rate at 10 mg/kg and 20% at 8.6 mg/kg, with updated preliminary progression-free survival estimates improved from 5.8 months in May 2025 to a range of 6.8 to 7.1 months. He further stated, "We continue to see no evidence of the classic EpCAM toxicities that have limited previous efforts to drug this target." McCarthy identified the company's top priority as rapidly moving Varseta-M into its first registrational study. Chief Medical Officer Yu-Waye Chu discussed patient characteristics and summarized safety and efficacy updates, noting, "Antitumor activity was observed in patients with KRAS-mutated or KRAS wild-type tumors and in patients with or without liver metastases." CFO Chris Ogden emphasized the company's intent to advance Varseta-M into late-stage studies, stating, "Our top company priority is now to move Varseta forward aggressively into its first registrational study." Outlook McCarthy stated, "Our top priority right now is the rapid advancement into registrational studies to start in the first half of 2027." He added that additional data from the Phase I study, including dose optimization cohorts and registrational study design, will be shared in the second half of 2026. The company intends to initiate combination studies of Varseta-M with bevacizumab and with chem...
Pinpointing stocks that Wall Street believes have huge upside is a great way to source ideas. While investors still need to do their own research, finding companies with lofty one-year average price targets can yield some great ideas. One of those is data center specialist Applied Digital (APLD +2.81%). Right now, its stock trades for about $28.50 per share. However, the average price target is $4...
Pinpointing stocks that Wall Street believes have huge upside is a great way to source ideas. While investors still need to do their own research, finding companies with lofty one-year average price targets can yield some great ideas. One of those is data center specialist Applied Digital (APLD +2.81%). Right now, its stock trades for about $28.50 per share. However, the average price target is $45.27. That implies an upside of nearly 60%, and it looks like a compelling stock to consider. So, is Applied Digital a strong buy right now? Applied Digital is capitalizing on massive AI spending Applied Digital builds and operates data centers. This has been a booming industry thanks to massive artificial intelligence (AI) demand and has caused demand for its properties to soar. Currently, it's constructing several data centers whose computing capacities have already been contracted out, but there is still a long way to go on many of these projects. Its Polaris Forge 1 location has 100 megawatts (MW) of computing power ready to go, but that's only the first phase of this project. There will be two additional phases that will bring its total power to 400 MW. This facility has already been contracted out to CoreWeave, but it's not the only location going up. The Polaris Forge 2 is starting construction and will provide an additional 200MW of computing capacity. Expand NASDAQ : APLD Applied Digital Today's Change ( 2.81 %) $ 0.76 Current Price $ 27.81 Key Data Points Market Cap $7.6B Day's Range $ 27.51 - $ 29.03 52wk Range $ 3.31 - $ 42.27 Volume 264K Avg Vol 29M Gross Margin 16.40 % As these buildings are put up, more and more clients may seek to partner with Applied Digital, as they are providing turnkey solutions to place chips in and run AI workloads. This could be a compelling option for companies that want to get as much computing capacity as possible, leading to huge gains for Applied Digital shareholders. However, there is a bit of a concern. Applied Digital is finan...
Key Points Applied Digital is completing several construction projects at once. One concern is that the data center operator has a hefty debt load. There are probably better, more solid ways to invest in AI these days. 10 stocks we like better than Applied Digital › Pinpointing stocks that Wall Street believes have huge upside is a great way to source ideas. While investors still need to do their ...
Key Points Applied Digital is completing several construction projects at once. One concern is that the data center operator has a hefty debt load. There are probably better, more solid ways to invest in AI these days. 10 stocks we like better than Applied Digital › Pinpointing stocks that Wall Street believes have huge upside is a great way to source ideas. While investors still need to do their own research, finding companies with lofty one-year average price targets can yield some great ideas. One of those is data center specialist Applied Digital (NASDAQ: APLD). Right now, its stock trades for about $28.50 per share. However, the average price target is $45.27. That implies an upside of nearly 60%, and it looks like a compelling stock to consider. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » So, is Applied Digital a strong buy right now? Applied Digital is capitalizing on massive AI spending Applied Digital builds and operates data centers. This has been a booming industry thanks to massive artificial intelligence (AI) demand and has caused demand for its properties to soar. Currently, it's constructing several data centers whose computing capacities have already been contracted out, but there is still a long way to go on many of these projects. Its Polaris Forge 1 location has 100 megawatts (MW) of computing power ready to go, but that's only the first phase of this project. There will be two additional phases that will bring its total power to 400 MW. This facility has already been contracted out to CoreWeave, but it's not the only location going up. The Polaris Forge 2 is starting construction and will provide an additional 200MW of computing capacity. As these buildings are put up, more and more clients may seek to partner with Applied Digital, as they are providing turnkey solutions to...
photovs/iStock via Getty Images QXO ( QXO ) is pursuing a strategy familiar to investors who have followed Chief Executive Brad Jacobs: acquire companies in a fragmented industry, apply technology and operational discipline, and build scale through consolidation. In a March 16 initiation of coverage note, BNP Paribas analyst Seth Weber said the approach mirrors strategies Jacobs used at companies ...
photovs/iStock via Getty Images QXO ( QXO ) is pursuing a strategy familiar to investors who have followed Chief Executive Brad Jacobs: acquire companies in a fragmented industry, apply technology and operational discipline, and build scale through consolidation. In a March 16 initiation of coverage note, BNP Paribas analyst Seth Weber said the approach mirrors strategies Jacobs used at companies such as United Rentals ( URI ) and XPO ( XPO ), where acquisitions and operational changes helped drive shareholder returns. The bank rated QXO’s ( QXO ) stock as an Outperform. Weber said QXO’s focus on the roughly $800 billion building products distribution market could represent the next version of that playbook. The company aims to combine acquisitions with technology deployment and operational improvements to expand margins and scale. M&A activity expected to remain a catalyst Recent dealmaking has already moved the stock. Shares of QXO ( QXO ) rose about 17% on Feb. 11 after the company announced a $2.25 billion acquisition of Kodiak Building Partners. Weber expects mergers and acquisitions to remain a central driver for the company, helped by access to capital and what he described as a valuation advantage when buying smaller businesses. In January, QXO ( QXO ) raised $3 billion from investors including Apollo Global Management and Temasek. BNP Paribas estimates the company has roughly $6 billion available for additional transactions and could complete another acquisition by July, most likely involving a private U.S. target. Another potential catalyst could come from improvements at Beacon Roofing Supply, which QXO ( QXO ) acquired in the second quarter of 2025. Weber also pointed to signs of stabilization in construction markets as another possible support for the stock. Long-term growth outlook despite construction volatility The building products sector has faced pressure from slowing residential and commercial construction activity. Weber said those conditions co...
Part of the reason to own exchange-traded funds is to get exposure to all the investments you want. Contrary to what many investors believe, ETFs don't just cover stocks. You can find funds that invest in a wide variety of different asset classes. And when those particular asset classes do well, interest in the ETFs that make investments in those areas tends to rise considerably. That's been the c...
Part of the reason to own exchange-traded funds is to get exposure to all the investments you want. Contrary to what many investors believe, ETFs don't just cover stocks. You can find funds that invest in a wide variety of different asset classes. And when those particular asset classes do well, interest in the ETFs that make investments in those areas tends to rise considerably. That's been the case with SPDR Gold ETF (NYSEMKT: GLD) , which has benefited greatly from the jump in gold prices over the past year. The yellow metal has been hitting successive new all-time highs, and it still trades above $5,000 per ounce. There's considerable debate, though, about whether the surge in precious metals is sustainable. If past trends bear out, then it's likely that at some point, gold's rise will run out of steam, and prices could correct lower considerably. In this final article of a three-part series for the Voyager Portfolio , you'll get a better sense of where popular opinion stands on the prospects for SPDR Gold ETF and whether it looks like a smart investment at these levels. Image source: Getty Images. Continue reading
Suchat longthara/iStock Editorial via Getty Images A few years ago, a little-known software company CEO decided to turn his firm into a Bitcoin holding company. Now, Strategy ( MSTR ) holds more than three-quarters of a million Bitcoin, worth over $56 billion at today's prices. To accumulate this stash, the company has been mostly diluting common stock investors, but a major shift in 2025 changed ...
Suchat longthara/iStock Editorial via Getty Images A few years ago, a little-known software company CEO decided to turn his firm into a Bitcoin holding company. Now, Strategy ( MSTR ) holds more than three-quarters of a million Bitcoin, worth over $56 billion at today's prices. To accumulate this stash, the company has been mostly diluting common stock investors, but a major shift in 2025 changed how capital could be raised. As we end Q1 2026, Strategy has passed a key milestone in terms of how costly this new plan is. Previous coverage of the name My most recent article on Strategy came back in December, at which point the company had announced a major change to its cash strategy . This move certainly calmed some investor fears about rising preferred stock dividend payments, but the fall in Bitcoin since has whacked shares. Strategy shares have lost nearly 18% since, compared to a 2% decline in the S&P 500. The rising preferred stock balance While a majority of Strategy's capital raises have come from the sale of Class A common stock, the firm also took on a bit of debt in its early Bitcoin buying days. Last year, the decision was made to issue preferred shares, paying out either quarterly or monthly, as a way to entice investors to fund these ongoing crypto purchases. For those interested in these instruments, the company has announced that the tax consequences may be different from what you might normally expect. As a reminder, here are the five classes of preferreds that have launched to date: Strategy Inc 10.00% SER A PERPETUAL STRIFE PFD STK ( STRF ), which features a 10% annual yield. Strategy Series A Perpetual Stride Preferred Stock ( STRD ), which features a 10% annual yield. Strategy Inc 9.0% SERIES A PERPETUAL STRETCH PREF STK ( STRC ), which features an 11.5% annual yield that is variable. Strategy’s 10.00% Series A Perpetual Stream Preferred Stock, which is the Euro-denominated one. Strategy Inc 8.00% SERIES A PERPETUAL STRIKE PFD ( STRK ), which featu...
Artificial intelligence (AI) stocks have been among the biggest winners of the past few years. But many of the high-flying AI stocks have since come back down to earth as investor enthusiasm cooled in 2026. One such company is SoundHound AI (SOUN), whose stock has dropped roughly 66% from its 52-week high of $22.17 and now trades around $7, despite strong business momentum. Does this selloff prese...
Artificial intelligence (AI) stocks have been among the biggest winners of the past few years. But many of the high-flying AI stocks have since come back down to earth as investor enthusiasm cooled in 2026. One such company is SoundHound AI (SOUN), whose stock has dropped roughly 66% from its 52-week high of $22.17 and now trades around $7, despite strong business momentum. Does this selloff present a buying opportunity in a fast-growing pure-play AI company, or is it a sign to stay away? Let’s find out. Massive Customer Momentum Across Multiple Industries Valued at $3.09 billion, SoundHound AI is a voice-based pure-play AI company focused on conversational AI and voice assistants for businesses. Its technology enables firms to integrate voice interaction directly into their goods, automobiles, customer support systems, and ordering platforms. Its primary offerings are the Houndify platform, SoundHound Chat AI, Smart Answering, and voice commerce tools. SoundHound gained significantly as speech AI usage spread across many industries. Furthermore, Nvidia’s (NVDA) investment in the company brought it to the limelight. However, when Nvidia sold its stake in the company in 2024, it spooked investors, causing the stock to plummet. While SOUN stock might have plummeted, its recent fourth quarter shows rapid growth across multiple industries, even as it continues navigating the challenges typical of emerging AI firms. In Q4, total revenue climbed 59% year-over-year (YoY) to $55.1 million. For the full year, the company reported 99% growth to $169 million. Over the past few years, SoundHound has managed to scale its revenue more than fivefold since becoming a public company in 2022. One of the most notable achievements in Q4 was the company’s number of customer wins across different sectors. In Q4 alone, it signed more than 100 customer deals that span industries including automotive, telecommunications, healthcare, financial services, retail, government, and education. The...
Court papers released last week related to US Attorney Jeanine Pirro ’s investigation of the Federal Reserve show Chair Jerome Powell feels compelled to stay on the central bank’s Board of Governors, at least until the legal process is completed. The signal, based on comments by lawyers on both sides of the case, is the first public hint that Powell may utilize his option to stay at the central ba...
Court papers released last week related to US Attorney Jeanine Pirro ’s investigation of the Federal Reserve show Chair Jerome Powell feels compelled to stay on the central bank’s Board of Governors, at least until the legal process is completed. The signal, based on comments by lawyers on both sides of the case, is the first public hint that Powell may utilize his option to stay at the central bank even after his term as chair expires in May. His term as a Fed Governor runs until January 2028. In a legal filing, the Fed’s lawyers said that Powell’s own attorney “made clear that, to defend the Federal Reserve’s independence, Chair Powell could not resign while the criminal investigation is pending.” Fed watchers and economists have for months been speculating whether Powell would leave in May. Outgoing chairs have traditionally departed the institution, but in doing so Powell would hand an opening to President Donald Trump, who has spoken of his desire to stack the Fed’s board as part of his push for lower interest rates. “This is what we have all been pondering,” said Mark Spindel , co-author of The Myth of Independence: How Congress Governs the Federal Reserve . Powell “could stick around after his term as chair expires in the middle of May. He has another couple of years and that really frustrates the president’s ambition to control the board and to control the Fed. It’s a very high value piece of leverage.” Powell has yet to comment publicly on his intentions. Still, exchanges between the Department of Justice and the Fed’s attorneys make it clear the Fed chair is prepared to stay on. Pirro’s Appeal On Friday, Pirro said she would appeal a judge’s decision to reject subpoenas issued to the central bank related to renovations of the Fed’s headquarters and Powell’s congressional testimony about the project. Powell and others have said the probe represents a political attack on the central bank’s independence. Court documents also released Friday revealed an exchan...
Liam Livingstone has criticised the England set-up, saying there "wasn't any part of me" that wanted to be involved with the team that reached the semi-finals of the T20 World Cup. Livingstone has not played for England since last year's Champions Trophy and lost his central contract in September. The 32-year-old said he has subsequently had two phone calls, one each with England coach Brendon McC...
Liam Livingstone has criticised the England set-up, saying there "wasn't any part of me" that wanted to be involved with the team that reached the semi-finals of the T20 World Cup. Livingstone has not played for England since last year's Champions Trophy and lost his central contract in September. The 32-year-old said he has subsequently had two phone calls, one each with England coach Brendon McCullum and director of cricket Rob Key. Speaking to ESPNCricinfo, Livingstone said neither call lasted longer than one minute. The all-rounder struggled at the Champions Trophy as England lost all three of their matches. He had a highest score of 14 with the bat and took three wickets with his spin bowling. He said the tournament in Pakistan was the "worst experience I've had playing cricket" and the advice he got from the England hierarchy was that he "cares too much". "I was just trying to ask for help to get better: what do they see that isn't going right?" said Livingstone. "You'd hit a couple out of the middle of the bat and they'd go 'Great, you found it. Let's go back to the hotel.''" Livingstone's comments come at the end of a difficult winter for England. Although they reached the last four of the T20 World Cup, a 4-1 Ashes defeat in Australia was blighted by poor performances on the pitch and accusations of a loose attitude off it. On the tour of New Zealand that preceded the Ashes, white-ball captain Harry Brook was punched by a nightclub bouncer while out drinking on the eve of the final one-day international in Wellington. At the end of the World Cup, McCullum said he made "no apologies" for his style, saying the England set-up is "informal" but not "casual". The England and Wales Cricket Board have conducted a review into the Ashes, with Key and McCullum expected to remain in their posts.
This article first appeared on GuruFocus. Alibaba Group (NYSE:BABA) appears ready to roll out a new enterprise focused AI agent as soon as this week, as the Chinese tech giant pushes harder into the rapidly evolving artificial intelligence race. According to Bloomberg, the new product is designed to help companies deploy AI assistants that can actually perform tasks, rather than just generate resp...
This article first appeared on GuruFocus. Alibaba Group (NYSE:BABA) appears ready to roll out a new enterprise focused AI agent as soon as this week, as the Chinese tech giant pushes harder into the rapidly evolving artificial intelligence race. According to Bloomberg, the new product is designed to help companies deploy AI assistants that can actually perform tasks, rather than just generate responses. The system is built on Alibaba's Qwen model and is expected to gradually connect with parts of the company's broader ecosystem, including the Taobao shopping platform and the Alipay fintech network. Exactly how businesses will be charged for the service, or how tightly it will integrate with Alibaba's other products, has not yet been disclosed. The launch comes as Chinese companies race to develop so called AI agents that can automate real world workflows. The project was developed by the team behind Alibaba's workplace platform DingTalk. Alibaba Cloud has also been expanding its AI tools, recently releasing a mobile app called JVS Claw built on the open source OpenClaw framework to help users deploy AI agents quickly.
Robert Way/iStock Editorial via Getty Images I am downgrading my rating on Alibaba Group Holding Limited ( BABA ) heading into the Q3 FY26 print. In my last coverage , I argued that margin pressure from heavy investment in quick commerce was a mere distraction from the AI growth story. Since then, shares have been down by double digits, with funds decreasing the number of new positions in the comp...
Robert Way/iStock Editorial via Getty Images I am downgrading my rating on Alibaba Group Holding Limited ( BABA ) heading into the Q3 FY26 print. In my last coverage , I argued that margin pressure from heavy investment in quick commerce was a mere distraction from the AI growth story. Since then, shares have been down by double digits, with funds decreasing the number of new positions in the company by 26% in the December quarter. The AI trade is taking a break, and investors want to see proof of returns. On top of that, a few executive departures within the Qwen AI division have fueled concerns that China’s AI talent is shifting toward emerging startups. Am I overly concerned? Not really, given the strong monthly active user growth in the Qwen AI app, with over 100 million MAUs roughly two months after the public beta launch. What makes me sweat now is the fact that investors want to see a return. Therefore, unless the company has been able to monetize Qwen successfully, the hike in MAUs (monthly active users) is likely to pressure the bottom line of the company due to the high computing costs from free users. Overall, I downgrade my rating heading into the print this week. Understanding The Decline In 2026 To start, there has been a negative headline surrounding Alibaba’s AI arm, Qwen. On March 4, some sources reported that Lin Junyang, head of the Qwen model division, was stepping down, becoming the third senior Qwen executive to leave in 2026. The market's concern is that talent in China is chasing the newer AI names such as MiniMax, Zhipu, and Moonshot. In other words, I see a broader narrative shift in AI from the incumbent Chinese internet giants (the so-called BAT group, Baidu, Alibaba, and Tencent). In fact, the BAT group is down this year. Seeking Alpha Outside of AI, there are still concerns around the slow growth of the core commerce business. In fact, the Street expects the Chinese commerce unit to grow in the December quarter by less than 5% yoy. That...
memoriesarecaptured/iStock Editorial via Getty Images Hershey ( HSY ) officially launched its unified U.S. commercial operating model, ONE Hershey, on Monday, joining the company’s sweet, salty, and protein brands portfolio. The initiative was announced last month, at which time the company said it would “scale the commercial capabilities of U.S. confection brands with the speed and agility of the...
memoriesarecaptured/iStock Editorial via Getty Images Hershey ( HSY ) officially launched its unified U.S. commercial operating model, ONE Hershey, on Monday, joining the company’s sweet, salty, and protein brands portfolio. The initiative was announced last month, at which time the company said it would “scale the commercial capabilities of U.S. confection brands with the speed and agility of the Salty and Protein brands for deeper customer partnerships and stronger execution.” For consumers, ONE Hershey will bring more innovation, new flavors, and increased variety, such as the Reese’s Oreo. The Hershey ( HSY ) leadership will remain essentially unchanged beginning March 16, with some updates to responsibilities and scope. The president of the company’s U.S. operations, Andrew Archambault, will now oversee commercial planning and execution, category leadership, customer relationships, and retail execution. Chief Strategy and Transformation Officer Nitin Jain joins the executive team, reporting directly to CEO Kirk Tanner. Stacy Taffet, Chief Growth and Marketing Officer, expands her role with oversight across demand creation capabilities, while Vero Villasenor steps into a new role as Chief Brand Officer. After a nine-day losing streak over the last two weeks, Hershey ( HSY ) shares are up for a second consecutive day on Monday. More on Hershey Hershey: Cocoa/Sugar Deflation Triggers Outsized Recovery Prospects - Overbought Technicals Hershey: The Reasons Why The Post-Earnings Jump Is Not Sustainable The Hershey Company (HSY) Q4 2025 Earnings Call Prepared Remarks Transcript Lindt says GLP-1 users are eating more chocolate, Hershey not so sure Hershey faces backlash from the family who invented the Reese's Peanut Butter Cup