Latest Insights on BABA
The Trade War Truce Rally: AMD, Apple, Nvidia and Oil? July 1, 2019 Great Stuff Today’s G-20 rally is no surprise. There was no way President Donald Trump was coming out of the G-20 meeting without a win — one way or another. And he certainly got a win. I’m not talking about the pause in the trade war — that was a given. It fits Trump’s M.O. to a […]Are You Ready for Another War? June 18, 2019 Great Stuff There are so many wars right now, I’ve lost count. There’s the U.S.-China trade war. A potential U.S. war with Iran. A war on LGBTQ people. Even a war on Christmas. You might be all warred out, but too bad. There’s yet another war brewing. European Central Bank (ECB) President and amateur Bob Saget impersonator, […]
Ain’t No Party Like an Alibaba Party… May 28, 2019 Great Stuff ’Cause an Alibaba party don’t stop. Raising $25 billion on the New York Stock Exchange (NYSE) in 2014 wasn’t enough for Alibaba Group Holding Ltd. (NYSE: BABA). BABA needs more bling. Over the weekend, Bloomberg reported that Alibaba is working to raise $20 billion in a second listing in Hong Kong later this year. According to the […]
Total Eclipse of the Chips May 19, 2019 Great Stuff Once upon a time there was light in Intel Corp.’s (Nasdaq: INTC) life. Now it’s only falling apart. There’s nothing we can say, CEO Lisa Su’s Advanced Micro Devices Inc. (Nasdaq: AMD) has all the heart. On Tuesday, AMD released its latest line of Ryzen PC central processing units (CPUs) — and a new graphics […]
I Find Your Lack of Investment Disturbing May 15, 2019 Great Stuff The more The Walt Disney Co. (NYSE: DIS) tightens its grip, the less online media is able to slip between its fingers. The Mouse’s House has finally assumed control of online streaming platform Hulu … paying former owner Comcast Corp. (Nasdaq: CMCSA) a measly $5.8 billion. Hulu is the final piece in Disney’s master plan […]
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