Alibaba Earnings Preview: Huge CapEx, Quick Commerce, and Qwen App - How Can the Three Major Cash Burners Be Filled? $Alibaba(BABA)$   is scheduled to release its financial results pre-market on March 19 ET. Core Financial Indicators – The company's revenue is expected to be ￥289.73B for FY2026 Q3, up 3.42% YOY; – Net income is estimated to be ￥24.17B, down 50.62 YOY. The reason for this low single-digit revenue growth is that Alibaba has divested its less profitable offline retail businesses in China, Intime Department Store and Sun Art Retail, which were still included in the financial reports of the same period last year. Alibaba has not separately disclosed the revenue scale of them, but referring to pr

Micron, SanDisk Surge. Massive Options Trades Are Appearing.  As the storage sector continues to rally, the options market has also seen several unusually large trades, suggesting institutional investors are positioning for the next phase of the cycle. In $Micron Technology(MU)$  , investors appear to be collecting premium through a put spread while signaling that a sharp decline is unlikely—and that they may be willing to accumulate shares on a pullback. In $SanDisk Corp.(SNDK)$   , meanwhile, a large sale of long-dated call options suggests institutions may be locking in some upside after the stock's strong rally. Together, the trades reflect a common vie

Nvidia GTC Highlights: DLSS 5 Unveiled, $1T Revenue Vision by 2027; Shares Jump Over 4% At its annual GTC developer conference, $NVIDIA(NVDA)$   unveiled several new technologies and outlined its roadmap for AI and computing platforms. Shares briefly surged more than 4% intraday to around $188 during the keynote before paring gains, with the stock later trading up less than 2%.  GTC is Nvidia's most important annual technology event, and this year's conference focused on AI computing platforms, software ecosystems and graphics innovation, offering investors a window into the latest developments shaping the AI industry. One of the most notable announcements was DLSS 5, which Nvidia described as its most

Micron Is Up 350% Over 12 Months. What Its Chart Says Ahead of Earnings Memory-chip designer $Micron Technology(MU)$   has gained some 350% over the past year and beaten the $S&P 500(.SPX)$   in basically every timeframe from one month to five years. Let's check out its fundamentals and technicals as it prepares to report earnings this week. Micron's Fundamental Analysis MU is set to report the fiscal Q2 results after the closing bell Wednesday, with the Street looking for $8.60 in adjusted earnings per share on $19.1 billion of revenue. That would represent a 451.2% gain from the $1.56 in adjusted EPS that Micron reported

Bitcoin Tops $74,000 as 'Digital Gold' Trade Lifts Coinbase, Strategy, Circle and BMNR Crypto extended their rally on Monday, with $Bitcoin (BTC.CC)$ climbing above $74,000, reaching a new recent high and lifting a broad range of crypto-related stocks. In the U.S. equity market, companies tied to digital assets moved higher across the board. $Coinbase Global, Inc.(COIN)$   rose about 5%, while $MicroStrategy(MSTR)$   gained roughly 6% and stablecoin issuer $Circle Internet Corp.(CRCL)$   jumped nearly 8%. Meanwhile, treasury stock 

PayPay Initial Coverage: King of Japanese Mobile Payments  Recently listed on the US stock market, $PayPay Corp.(PAYP)$   Corporation, established in 2018, is Japan's leading mobile payment company, jointly founded by SoftBank Group and Yahoo Japan. Headquartered in Chiyoda, Tokyo, the current CEO is Ichiro Nakayama. The company's main business is developing and providing electronic payment services, including mobile payments. PayPay's establishment reflects SoftBank Group's strategic layout in Japan's digital payment market. In 2018, cash payments still dominated in Japan. SoftBank and Yahoo Japan combined their respective strengths - SoftBank's sales network and Yahoo's technological development capabilities - and received technic

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$150M Tesla Options Activity: Are Institutions Building Bullish Positions?  $Tesla Motors(TSLA)$   's options market saw a series of unusually large trades late Tuesday, with total premium approaching $150 million. Based on the structure of the transactions, the activity appears to be a multi-leg strategy: institutions sold several deep in-the-money puts while buying lower-strike puts for downside protection. Overall, the structure suggests that capital is using options to build bullish exposure to Tesla rather than making an outright bearish bet. Options Activity: $150 Million Deep ITM Put Strategy Emerges Data show several large trades appeared almost simultaneously in options expiring March 20, incl

OpenClaw's Viral Success Risk Exhausting Computing Power. What Opportunities Exist for US Stocks? The OpenClaw's craze has, for the first time, given the public a tangible view of a new form of Agent: AI capable of long-term task execution, cross-system action, and gradually approaching digital employees, corresponding to the emergence of Long-Horizon Agents. Over the past two years, capital has been most concentrated in Coding Agents. This is a closed, highly deterministic environment, and also the easiest starting point for Agents to succeed. Now real opportunities are migrating from the code world to enterprise processes and real business. What changes does the Long-Horizon Agent bring? 1. Long-Horizon Agents are longer action chains that can break down a vague goal into multiple subtas

Why a Strait of Hormuz Shock Could Turn U.S. Oil Stocks Into a Relative Safe Haven Why oil is spiking while stock futures are falling The market reaction is brutal but logical. Brent and WTI both surged above $111 as the war-driven disruption around the Strait of Hormuz fueled fears of a major supply shock. U.S. stock futures dropped at the same time because oil above $100 reopens the stagflation trade: higher fuel costs push inflation higher, squeeze consumer spending, pressure corporate margins, make it harder for the Fed to ease policy. In other words, expensive oil acts like a tax on the economy just when investors wanted rate relief.  The Strait matters because it is far more than a symbolic chokepoint. The IEA says nearly 20 million barrels per day of oil moved through Hormuz in

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ORCL Signals Dip Buying While MU Signals Bearish Bets On March 6, the options market saw two notable institutional-scale trades in $Oracle(ORCL)$   and $Micron Technology(MU)$  . Both trades showed unusually high volume-to-open-interest ratios (V/OI), strongly suggesting new positions were established. However, the structures of the trades point to very different strategies. The Oracle transaction looks like long-term investors gradually building bullish exposure after the stock's sharp pullback, while the large put buying in Micron appears more consistent with tail-risk hedging, reflecting caution about potential volatility in the

Apple Trails Magnificent Seven Peers, Boosting Appeal of Selling Options $Apple(AAPL)$   is seeing the wildest price swings since January, boosting the appeal of put options as an insurance against a potential sustained downturn for the worst performing Magnificent Seven stock over the past month.  Implied volatility, which measures the market's expectations of the stock's potential price changes using a set of variables including option premiums, rose to almost 35% Friday, the highest since Jan. 28. IV percentile now sits at 87%, meaning the current volatility is higher than 87% of the trading sessions over the past year. That translates to pricier options, making them more attractive for sellers.&nbs

Oracle Earnings Preview: OCI and Long-Term Returns on CAPEX comments in Focus $Oracle(ORCL)$   is set to report fiscal third-quarter 2026 results on March 10 after the U.S. market close, with the earnings call scheduled for 4:00 p.m. Central Time.  The market is already expecting a print that looks close to 20% revenue growth and roughly 15% EPS growth. The real issue now is whether Oracle can turn all that demand into recognized revenue fast enough, while maintaining cost control and keeping its financing and capital expenditure path clear and manageable. Earnings Forecast Wall Street is looking for roughly $16.9 billion in revenue and adjusted EPS of about $1.70 to $1.71. The elevated Q2 figure stems

Defense AI Players Won't Be Limited to Palantir, OpenAI, and L3Harris: Here's Who Else Recent geopolitical conflicts may give the impression that developments in the defense sector have already been priced into stock prices. However, beyond the US-Iran war, the long-term narrative of AI integration in modern warfare is far from over. As early as April 2017, the U.S. Department of Defense launched Project Maven (officially: Algorithmic Warfare Cross-Functional Team), its first dedicated military AI project, marking a significant step in deeply embedding AI into combat systems. Now, Maven Smart Systems is being procured by NATO for alliance operations. Which companies are the main drivers of modern defense intelligence? Currently, $Palantir Technol

Broadcom, Tesla See Short Volume Rise as Stocks Advance Trading in borrowed $Broadcom(AVGO)$   shares that were sold short rose before the semiconductor giant's CEO forecast that the company's AI chips could climb above $100 billion next year, sustaining the gains.  Shares rose 5.1% Thursday, adding to their 69% surge over the past year, after the company's outlook and its fiscal first quarter results surpassed analysts' estimates. Before this month, short sellers have already been paring their wagers against the only other chipmaker with a market capital above $1 trillion, apart from $NVIDIA(NVDA)$  . Short volume rose to 1

Why Haven't Gold and Silver Recovered After the Massive Selloff? On March 5, the precious metals market still showed no clear signs of recovery. Spot gold (XAU/USD) $SPDR Gold ETF(GLD)$   fell about 1%, while silver (XAG/USD) $iShares Silver Trust(SLV)$   declined roughly 2.5%. Mining stocks remained under pressure as well. Gold miner $Anglogold Ashanti(AU)$   dropped 4.5%, $Barrick Mining Corporation(B)$   fell 3.4%, while major producers  $Newmont (NEM.US)$ and $Agnico Eagle (AEM.US)$ declined about 2.6% and 4.2%, respec

Marvell's Blowout Quarter: Why the Street Is Cheering a $15B Revenue Roadmap Global AI interconnect chip giant $Marvell Technology(MRVL)$   reported its FY2026 Q4 earnings, sending shares up over 14% in after-hours trading. Let's break down what's really inside this report. Three Things to Watch Raised FY27 and FY28 Revenue Guidance, with FY28 EPS Expected Above $5 The real catalyst behind the after-hours surge was management's decision to raise a series of forward-looking targets. FY27 revenue guidance was lifted from $10 billion to $11 billion, with management projecting similarly strong sequential growth in each quarter of the fiscal year, culminating in FY27 Q4 revenue exceeding $3 billion. What excited

Broadcom's AI Bombshell Silences the 2027 Capex Doubters $Broadcom(AVGO)$   the world's leading AI ASIC chipmaker and the second-largest AI chip giant overall, just reported its FY2026 Q1 earnings after the bell. Shares jumped over 5% in after-hours trading. Let's dig into what this report actually delivered. FQ1 Key Financial Highlights – Revenue came in at $19.31 billion, up 30% YoY and 7% QoQ, slightly beating the consensus estimate of $19.17 billion. – GAAP gross margin hit 68.1%, up 0.1 percentage points both YoY and QoQ, comfortably above the Street's expectation of 67.3%. – GAAP operating margin reached 44.3%, up 2.3 percentage points YoY and 2.6 percentage points QoQ, beating the consensus estimate

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