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Unlocking Alibaba’s (BABA) Transformation Beyond Distribution
Insider Monkey12d agoneutral
Unlocking Alibaba’s (BABA) Transformation Beyond Distribution

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

Tesla investors need more Robotaxi scaling evidence, Morgan Stanley says
InvestorsHub12d agoneutral
Tesla investors need more Robotaxi scaling evidence, Morgan Stanley says

Tesla (NASDAQ:TSLA) may need to demonstrate clearer progress in scaling its Robotaxi business before investors gain greater confidence in the company’s broader Physical AI strategy, according to Morgan Stanley. In a note to clients on Tuesday, analyst Andrew Percoco said feedback following Tesla’s second-quarter earnings showed investors remain constructive on the long-term opportunity, particularly given stronger adoption of the company’s Full Self-Driving software.

Elbit Systems Q2 Earnings Call Highlights
MarketBeat12d agoneutral
Elbit Systems Q2 Earnings Call Highlights

Elbit Systems (NASDAQ:ESLT) reported higher second-quarter revenue, profit and cash flow for 2026, supported by increased demand across Europe, Israel, the U.S. and Asia-Pacific. The defense contractor said its backlog reached a record $32 billion as it continued to add orders from international cus

eToro Group Q2 Earnings Call Highlights
MarketBeat12d agoneutral
eToro Group Q2 Earnings Call Highlights

eToro Group (NASDAQ:ETOR) reported higher second-quarter net contribution and adjusted EBITDA as customer activity shifted toward equities, while the trading and investing platform also announced plans to acquire U.S. broker-dealer TradeZero. Net contribution rose 9% year over year to $229 million

Electrovaya Q3 Earnings Call Highlights
MarketBeat12d agoneutral
Electrovaya Q3 Earnings Call Highlights

Electrovaya (NASDAQ:ELVA) reported third-quarter fiscal 2026 revenue of $17.7 million, up from $17.1 million a year earlier, while highlighting a recently announced commercial agreement with Amazon, the launch of its ElvaPulse stationary energy-storage system and progress toward opening its Jamestow

Big Sky Industrial Inc. Common Stock Q2 Earnings Call Highlights
MarketBeat12d agoneutral
Big Sky Industrial Inc. Common Stock Q2 Earnings Call Highlights

Big Sky Industrial Inc. Common Stock (NASDAQ:BSIN) reported second-quarter results alongside updates on construction of its Phase 1 industrial gas and carbon management project in Montana, saying commercial operations remain targeted for March 2027. President and Chief Executive Officer Ryan Smith

IBM’s CEO Just Did the Math on AI Spending — and the Numbers Don’t Add Up
24/7 Wall St.12d agoneutral
IBM’s CEO Just Did the Math on AI Spending — and the Numbers Don’t Add Up

Big Tech is about to spend $725 billion on AI infrastructure in 2026 alone — Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), and Meta Platforms (NASDAQ:META) combined, up 77% from $410 billion just last year. That kind of spending has become the defining feature of this market cycle, and most bubble warnings focus on the usual ... IBM’s CEO Just Did the Math on AI Spending — and the Numbers Don’t Add Up