Chinese internet tech ramp up AI spend. Who could benefit

Chinese internet tech ramp up AI spend. Who could benefit

Chinese internet companies don’t have enough compute to power their artificial intelligence ambitions — and they aren’t about to buy Nvidia outright. That’s a key takeaway from the latest earnings season. Alibaba reported cloud-related revenue surged by 34% year-on-year to the equivalent of $5.6 billion. Management said demand was outstripping supply, and indicated they might…

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AI tailwinds will drive gains for this software stock after a decline to start 2026, Mizuho says

AI tailwinds will drive gains for this software stock after a decline to start 2026, Mizuho says

MongoDB is poised for a rally as its growth profile improves and it continues to embrace artificial intelligence to keep its developer data platform’s operations lean, according to Mizuho. The bank upgraded MongoDB to outperform from neutral. It also raised the stock’s price target to $325 from $290, implying 24% upside from Friday’s close. “MongoDB’s…

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A rare ‘quadruple top breakout’ points to even more gains for this defense giant

A rare ‘quadruple top breakout’ points to even more gains for this defense giant

Aerospace and defense stocks have experienced strong gains through the course of 2025. While shares of L3Harris Technologies (LHX) have demonstrated positive momentum over the past four months, a recent breakout suggests further upside potential for this defense giant. The daily chart of LHX turned quite bullish in mid-May when the price pushed above $220. This breakout…

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Merck (MRK) earnings Q1 2026

Merck (MRK) earnings Q1 2026

Merck on Thursday reported first-quarter results that topped estimates on strong demand for its cancer immunotherapy Keytruda and some newer products.  The pharmaceutical giant also narrowed its 2026 sales guidance and hiked its adjusted profit outlook, in part due to the underlying business and foreign exchange tailwinds.  Merck anticipates its 2026 revenue will come in…

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Trump Zelenskyy Putin

Trump Zelenskyy Putin

U.S. President Donald Trump welcomes Ukraine’s President Volodymyr Zelenskyy at the White House in Washington, D.C., U.S., October 17, 2025. Jonathan Ernst | Reuters U.S. President Donald Trump urged Ukrainian President Volodymyr Zelenskyy to accept Russia’s terms for ending the war between Russia and Ukraine in a White House meeting on Friday, warning that President…

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