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The SpaceX IPO Is Coming June 12. Here’s Why You Shouldn’t Rush In to Buy
24/7 Wall St.91d agobullish
The SpaceX IPO Is Coming June 12. Here’s Why You Shouldn’t Rush In to Buy

For years, investors have watched private companies stay private longer while Wall Street’s biggest gains increasingly went to venture capital firms and institutional money managers. That’s part of why the upcoming IPO of SpaceX has generated so much excitement. Retail investors finally get a shot at owning one of the world’s most influential companies. And ... The SpaceX IPO Is Coming June 12. Here’s Why You Shouldn’t Rush In to Buy

Value, Quality, Momentum, And Lower Volatility In One Emerging Markets Fund
24/7 Wall St.92d agoneutral
Value, Quality, Momentum, And Lower Volatility In One Emerging Markets Fund

Emerging markets investing has a recurring frustration. You buy the asset class for diversification and growth, then find that a handful of state-owned banks, commodity giants, and speculative tech names dominate the index. Fidelity Emerging Markets Multifactor ETF (NYSEARCA:FDEM) tries to fix that by screening the same universe through four lenses at once, value, quality, ... Value, Quality, Momentum, And Lower Volatility In One Emerging Markets Fund

Alibaba AI Cloud Growth, Chip Access And Legal Shifts Reshape Valuation
Simply Wall St.92d agoneutral
Alibaba AI Cloud Growth, Chip Access And Legal Shifts Reshape Valuation

Alibaba Group Holding (NYSE:BABA) reported quarterly results highlighting AI driven cloud revenue, with external AI related cloud products reaching triple digit growth for the 11th straight quarter. The company indicated that AI related services are expected to contribute more than half of its cloud revenue within about a year. U.S. authorities approved Nvidia to supply advanced AI chips to Alibaba and select Chinese firms, followed soon after by new regulatory scrutiny around such...

Trump-Xi Summit Ends With Few Breakthroughs. Chinese Stocks Emerge the Winner.
Barrons.com92d agobullish
Trump-Xi Summit Ends With Few Breakthroughs. Chinese Stocks Emerge the Winner.

President Donald Trump and Chinese leader Xi Jinping’s long-anticipated summit ended with both suggesting an agreement to reset their relationship, but with few concrete breakthroughs otherwise. With such low expectations heading into the meeting, even underwhelming results appear to be enough to soothe investors for now. The cooling of tensions could draw U.S. investors back to Chinese stocks—after wariness about tit-for-tat retaliations between the two superpowers—and boost that market.

Nvidia Isn’t Just Breaking Out — It’s Entering a New Altitude Zone the Market Still Hasn’t Modeled
24/7 Wall St.92d agoneutral
Nvidia Isn’t Just Breaking Out — It’s Entering a New Altitude Zone the Market Still Hasn’t Modeled

Shares of Nvidia (NASDAQ:NVDA) have broken out in a big-time way, with shares blasting off more than 4% on Thursday, thanks in part to promising developments arising from China. Indeed, the U.S. government is giving the green light for a number of tech firms, including the likes of Alibaba (NASDAQ:BABA), among others, to import Nvidia’s ... Nvidia Isn’t Just Breaking Out — It’s Entering a New Altitude Zone the Market Still Hasn’t Modeled

Forget Cerebras Systems’ IPO and Focus on This Tech Giant Instead
24/7 Wall St.93d agoneutral
Forget Cerebras Systems’ IPO and Focus on This Tech Giant Instead

The hot ticker on every retail trader’s screen this week is Cerebras Systems (NASDAQ:CBRS), the AI chip designer whose IPO surged 65% on its IPO day and is now drawing the predictable wave of FOMO from anyone hunting the next Nvidia. But here’s what you should actually be watching. Cerebras went public into the most ... Forget Cerebras Systems’ IPO and Focus on This Tech Giant Instead

Trump Bought Up to $5 Million of Nvidia Stock — Then OK’d AI Export Deals That Sent Shares Soaring
24/7 Wall St.93d agobullish
Trump Bought Up to $5 Million of Nvidia Stock — Then OK’d AI Export Deals That Sent Shares Soaring

For years, Washington treated advanced AI chips like strategic weapons. The U.S. tightened export controls, China accelerated domestic chipmaking, and companies caught in the middle — especially Nvidia (NASDAQ:NVDA) — watched billions of dollars in potential revenue sit behind regulatory walls. Now the story has taken a twist few investors saw coming. President Donald Trump ... Trump Bought Up to $5 Million of Nvidia Stock — Then OK’d AI Export Deals That Sent Shares Soaring

Is Alibaba Group Holding (NYSE:BABA) Offering Value After Recent Restructuring And Cash Flow Outlook?
Simply Wall St.93d agobearish
Is Alibaba Group Holding (NYSE:BABA) Offering Value After Recent Restructuring And Cash Flow Outlook?

If you are wondering whether Alibaba Group Holding is offering good value at its current price, this breakdown will help you judge the stock using clear, comparable valuation checks. The stock most recently closed at US$141.12, with returns of 0.1% over the past week, 7.4% over the past month, a decline of 9.4% year to date, a 15.8% gain over the past year and a decline of 31.6% over five years. Recent coverage has focused on how Alibaba is repositioning its core operations and capital...

The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: “Most of the Time, Things Don’t Go According to Plan.”
24/7 Wall St.93d agoneutral
The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: “Most of the Time, Things Don’t Go According to Plan.”

Wall Street braces for what could be the largest stock market debut in history, but the most cited academic on US IPO performance is warning buyers to sit on their hands. SpaceX is reportedly targeting a valuation of roughly $1.75 trillion in its planned offering, and Reuters this morning lined the deal up against three ... The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: “Most of the Time, Things Don’t Go According to Plan.”

How SpaceX stacks up against some of the biggest US IPOs
Reuters93d agoneutral
How SpaceX stacks up against some of the biggest US IPOs

SpaceX is targeting a valuation of roughly $1.75 trillion in its upcoming ‌initial public offering, in what could be the ‌biggest-ever stock market debut by a U.S. company on Wall Street. The ​listing of Elon Musk-led SpaceX could easily dwarf many of the biggest U.S. IPOs on record, including those of Alibaba, Visa and Facebook, now Meta Platforms, which analysts ‌say reflects high growth ⁠expectations from the rocket and satellite company that it may struggle to meet. Analysts ‌say SpaceX's proposed valuation reflects in part how much investors are being asked to pay for future growth.

Alibaba CEO’s AI message raises the bar for BABA stock
TheStreet93d agoneutral
Alibaba CEO’s AI message raises the bar for BABA stock

Alibaba’s latest earnings report gave investors two very different numbers to digest, and the market appeared more interested in the one tied to artificial intelligence. The Chinese e-commerce and cloud giant reported revenue of RMB243.38 billion, or $35.28 billion, for the quarter ended March 31, ...

NVIDIA Wins. America Loses
24/7 Wall St.93d agobullish
NVIDIA Wins. America Loses

On the eve of the Trump-Xi summit in Beijing, the United States quietly cleared roughly 10 Chinese firms, including Alibaba, Tencent, ByteDance, and JD.com, to buy NVIDIA’s H200 accelerators, with Lenovo and Foxconn approved as distributors. NVIDIA (NASDAQ:NVDA) shareholders, sitting on a $5.33 trillion market cap and a stock up 19% in the past month, ... NVIDIA Wins. America Loses

Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?
24/7 Wall St.93d agoneutral
Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?

For the past two years, the artificial intelligence boom has been shaped as much by politics as technology. Washington tightened export controls, while Beijing pushed for self-reliance. And investors in Nvidia (NASDAQ:NVDA) watched one of the company’s largest growth markets turn into a geopolitical chessboard. Now comes a potentially major shift. According to an exclusive ... Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?