To The Moon

$Alibaba(BABA)$   Deep News 17 minutes ago Focus: Review of U.S. Stock Q1 2026 Earnings Reports Market Overview: Shares of Alibaba (BABA) surged nearly 7% on Wednesday. Reason for the Rally: The Chinese e-commerce and cloud computing giant reported a 3% year-over-year increase in fourth-quarter revenue, which fell short of analyst expectations. The company's overall profitability was pressured by increased investments in artificial intelligence projects, expansion of cloud infrastructure, and continued spending on its instant delivery service, which aims to fulfill orders within one hour. During the earnings conference call, management stated plans to further expand investments related to artificial intelligence. Alibaba's CEO, Wu Yongmi

Stock Track | SanDisk Soars 5.19% Intraday on Record AI-Fueled Earnings and $6 Billion Buyback Authorization Stock Track $SanDisk Corp.(SNDK)$   21:45 SanDisk Corp.'s stock surged 5.19% during intraday trading on Friday, continuing its strong momentum in the market. The sharp rise follows the company's exceptional fiscal third-quarter results, which showed a dramatic turnaround to a net income of $3.62 billion on sales of $5.95 billion. The earnings jump was fueled by surging NAND flash demand for AI and data center workloads, with the data center segment soaring 645% year-over-year. SanDisk also authorized a new $6 billion share repurchase program funded from operating cash flow, highlighting strong cash generation. Management emphasized tha

Meta Platforms (META) is in a fascinating "high-growth, high-spend" phase. While the company is delivering some of the strongest financial results in its history, the stock has recently experienced volatility as investors grapple with the massive costs of building the AI future. ‌ 1. Financial Performance (Q1 2026) Meta's most recent earnings report (April 29, 2026) was a massive "beat and raise" on the top and bottom lines:  Revenue: $56.3 billion (up 33% YoY), significantly beating analyst expectations.  Earnings Per Share (EPS): $10.44 (exceeding consensus of $6.82).  Operating Margin: Held strong at 41%, showcasing extreme efficiency in the core "Family of Apps" (Facebook, Instagram, WhatsApp).  Ad Growth: Ad impressions rose 19% and the average price per ad ju

$Advanced Micro Devices(AMD)$ CEO Lisa Su speaking on CNBC: $Advanced Micro Devices(AMD)$   "Every CEO I've talked to is accelerating their AI usage. I am very, very bullish on AI. It feeds on itself." "I am very confident in our roadmap. We've been planning for this agentic AI point since a couple years ago." 🟢 +15% in pre-market [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  

$Alphabet(GOOG)$  $Alphabet(GOOGL)$   Alphabet Inc. (Google) demonstrates robust fundamental strength in Q1 2026, characterized by a significant beat on earnings and revenue driven by AI-integrated search and cloud growth, despite facing increased regulatory scrutiny in the EU and Brazil. The company is successfully balancing massive capital expenditures for AI infrastructure with expanding operating margins, though valuation metrics suggest the stock is trading at a premium relative to historical averages. Detailed Analysis 1. Financial Performance: Strong Beat and Margin Expansion Alphabet's Q1 2026 results, released on April 29, 2

Stock Track | MARA Holdings Soars 5.08% Intraday on $1.5 Billion Acquisition to Fuel AI Power Strategy Stock Track $Marathon Digital Holdings Inc(MARA)$   04-30 21:52 MARA Holdings' stock soared 5.08% intraday on Thursday, driven by the company's announcement of a major strategic acquisition aimed at pivoting beyond Bitcoin mining into the high-growth AI infrastructure sector. The surge follows MARA's definitive agreement to acquire Long Ridge Energy & Power from FTAI Infrastructure for approximately $1.5 billion. The deal is a cornerstone of MARA's shift towards digital infrastructure and energy generation to power artificial intelligence applications. The acquisition includes a 505-megawatt combined-cycle gas power plant in Ohio an

$Visa(V)$   April 29, 2026 Stablecoin settlement pilot sees record growth 50% quarter over quarter, reaching $7B run rate. SAN FRANCISCO--(BUSINESS WIRE)-- Today, Visa (NYSE: V) announced that it is adding five blockchains to its global stablecoin settlement pilot, expanding how issuers and acquirers can settle with the network. As stablecoins move into mainstream payment flows, Visa’s stablecoin settlement pilot now supports nine blockchains and has reached a $7 billion annualized stablecoin settlement run rate, up 50% since last quarter. Visa is adding support for five additional blockchains, further expanding its multi-chain settlement capabilities. “Our partners are building in a multi-chain world, and they exp

$Apple(AAPL)$   In a report released on April 22, from Argus Research reiterated a Buy rating on Apple, with a price target of $325.00. The company’s shares closed yesterday at $273.17. Unlock and for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with  Kelleher covers the Technology sector, focusing on stocks such as Lam Research, Apple, and International Business Machines. According to , Kelleher has an average return of 34.7% and a 70.43% success rate on recommended stocks. MY LATEST VIDEOS Video Muted The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Apple with a $299.51 average price target, a 9.64% upsid

Earning Preview: Meta Q1 Revenue Expected To Increase By 33.91%, Institutions Broadly Bullish Earnings Agent 04-21 $Meta Platforms, Inc.(META)$   Abstract Meta Platforms, Inc. will post its first-quarter 2026 results on April 29, 2026 after hours, with investors focused on revenue growth, margins, and EPS as the company balances AI-driven ad performance with elevated capital spending. Market Forecast Consensus for the first quarter of 2026 points to total revenue of 55.43 billion US dollars, up 33.91% year over year; EBIT of 19.29 billion US dollars, up 24.49% year over year; and adjusted EPS of 6.72, up 27.33% year over year. Forecasts do not specify gross profit margin or net margin for the quarter, and the co

$Alibaba(BABA)$   Alibaba’s shift towards closed-source AI models shouldn’t be representative of the broader landscape in China just yet, says Catherine Thorbecke for Bloomberg Opinion. TOKYO: China’s AI ecosystem has one defining difference from Silicon Valley: its embrace of open source. While America’s biggest companies race to build ever more powerful systems and insist only they can control them, Chinese labs have been giving the technology away for free. Open source - making a model available for anyone to use, download and build on - once seemed a niche, nerdy topic that no one besides developers cared about. But when a new technology is driving trillions of dollars of investments and leading to immense concentrations of power, it