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Alibaba surges on record profit and billion-dollar AI spree but investors still haunted by Beijing risk

July 15, 2025 2:47 pmJuly 9, 2025 3:03 pm

Alibaba opened 2025 trying to shake off years of geopolitical baggage and inconsistent sentiment. Now in July, the stock is up over 26% year-to-date and trading near $106.27. What was once a deeply discounted China play has quietly pushed its … Read more

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The market does not need perfection to keep climbing. It just needs stability. With volatility breaking down and positioning still cautious, it may have everything it needs.

July 15, 2025 2:49 pmJuly 3, 2025 2:35 pm

Cash is still sitting on the sidelines. Some funds are dipping into short positions on small caps, hoping for a breakdown that never comes. But the weight of the market keeps leaning higher, not lower. Pullbacks are short-lived, shallow, and … Read more

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Zeta’s AI engine is firing, but the balance sheet’s still bleeding

July 15, 2025 2:49 pmJune 30, 2025 11:55 pm

Zeta Global just clocked its 15th straight beat-and-raise quarter. That’s not a typo. Revenue hit $264.4 million in Q1 2025, up 36% year-over-year. Adjusted EBITDA came in at $46.7 million, up 53%. Margins moved to 17.7%, up from 15.6% last … Read more

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Global rate cuts hit 64 in 2025. ECB cut 4 times. Fed still frozen. Tariffs loom. Consumer confidence tanks. Debt hits $18.2T. Markets rally anyway.

July 15, 2025 2:50 pmJune 29, 2025 12:41 pm

The global economy is easing. The United States is not. So far in 2025, central banks around the world have cut interest rates 64 times. That is the most since the pandemic panic of 2020. The European Central Bank has … Read more

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OpenAI just started using Google TPUs for ChatGPT. YouTube still out-earns Netflix. Waymo logs 250k paid rides a week. Tesla robotaxi? Still vapor. GOOGL at 19x P/E.

July 15, 2025 2:50 pmJune 29, 2025 12:30 pm

OpenAI just made a move that should have every chip investor paying attention. They are now renting Google’s TPUs to help run ChatGPT. That marks the first time OpenAI has meaningfully used non-Nvidia silicon. Until now, it was all Nvidia … Read more

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