David Tepper sold casino stocks and bought airline stocks in the second quarter. Here's a look at the changes made to the ...

Alibaba faces significant headwinds, but its pivot to high-margin AI services and its depressed valuation present a ...

Alibaba's stock is outperforming Amazon's this year, but Amazon's revenue and earnings growth are stronger. Both Amazon and ...

JD.Com Inc. is stepping up its international ambitions with a playbook that closely resembles Amazon's approach to overseas ...

Although covering the April–June period, these trades are closely watched by the investment community, often serving as key ...

Pershing Square Capital Management revealed that the Amazon.com Inc. stake it was building totaled nearly $1.3 billion at the ...

Expedia's recent share-repurchase activity appears more opportunistic than programmatic, with the company buying $1.6 billion worth at an average share price of $134 in 2024, which we view as positive ...

Whether consumer-focused Meta will be able to convert its huge AI spending into bigger profits than business-focused players ...

JDP Capital Management, an investment management company, released its “Survivor & Thriver Fund” second-quarter 2025 investor ...

Beijing's vision for making Chinese AI models the global standard is reshaping rivalry and forcing American enterprise to ...

Naturally, companies and governments are scrambling to lead this revolution. In terms of AI investment spending, the U.S. is ...

Although softer US consumer sentiment presents a near-term headwind, we think Airbnb's global online travel agency position will strengthen over the next decade, driven by a leading alternative ...