Alibaba Group Holding Ltd‘s (NYSE: BABA) (NYSE: BABAF) stealth AI expansion may be Wall Street's blind spot—but it's Nvidia Corp's (NASDAQ: NVDA) margin moat that's directly in the crosshairs. CEO Eddie Wu has pledged to surpass the company's $53 billion AI investment as demand for compute skyrockets, setting up a clash that could echo Beijing's solar strategy a decade ago: flooding the market with cheaper supply, undercutting Western rivals, and rewriting the margin math.Track NVDA stock here.Nvidia's Moat ...

Key Takeaways First Solar launched its CuRe program to enhance PV modules by replacing copper in semiconductors.CuRe modules deliver more energy than crystalline silicon modules, boosting demand potential.Limited commercial production began in 2024, with wider rollout planned from early 2026.Amid increasing global usage of renewable electricity, a notable surge in the demand for high-tech photovoltaic (PV) solar modules has been witnessed lately, backed by rapid advancements in solar cell efficiency, loweri ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

In the latest close session, Array Technologies, Inc. (ARRY) was up +2.51% at $8.17. This move outpaced the S&P 500's daily loss of 0.5%. On the other hand, the Dow registered a loss of 0.38%, and the technology-centric Nasdaq decreased by 0.5%. Heading into today, shares of the company had lost 11.74% over the past month, lagging the Oils-Energy sector's gain of 3.33% and the S&P 500's gain of 2.74%.Market participants will be closely following the financial results of Array Technologies, Inc. in its upcom ...

TRENDING: Are AI Stocks Driving A Stock Market Tech Bubble? Here Are The Facts. On Thursday, Canadian Solar (CSIQ) earned a positive adjustment to its Relative Strength (RS) Rating, from 63 to 71. Â How To Invest In Stocks In Both Bull And Bear Markets IBD's unique RS Rating tracks market leadership by using a 1 (worst) to 99 (best) score that indicates how a stock's price action over the last 52 weeks compares… Related news Take a Trial Today Get instant access to exclusive stock lists, expert market analy ...

One year ago to the day, China’s top financial regulators and central bankers appeared together in an unprecedented press conference to unleash a raft of stimulus measures aimed at stabilizing the financial markets and support the country’s economic recovery.The decision prompted billionaire hedge fund icon David Tepper to appear on CNBC and declare that he is buying "everything" in China: ‘ETFs…futures…everything.’ In retrospect, he was right again.The market jolted higher on the following days, and over t ...

Key Takeaways Corning is gaining traction across electronics, telecom, semiconductors and solar markets.Corning is expanding its Kentucky plant to supply Apple with advanced cover glass for devices.GLW shares climbed 81.3% in a year, with 2025 EPS estimates up 5.11% to $2.47 per share.Corning Incorporated (GLW) is benefiting from strong customer growth across multiple end markets. The company’s client base includes prominent industry leaders such as Apple, Samsung, Broadcom, Lumen, AT&T Inc. (T) and several ...

Sunrun (RUN) closed the most recent trading day at $16.45, moving -6.59% from the previous trading session. This change lagged the S&P 500's daily loss of 0.55%. Elsewhere, the Dow lost 0.19%, while the tech-heavy Nasdaq lost 0.95%. Coming into today, shares of the solar energy products distributor had gained 7.51% in the past month. In that same time, the Oils-Energy sector gained 1.1%, while the S&P 500 gained 3.64%. The investment community will be closely monitoring the performance of Sunrun in its fort ...

In the latest trading session, CSLM Acquisition Corp. (SPWR) closed at $1.69, marking a -4.52% move from the previous day. This change lagged the S&P 500's 0.55% loss on the day. Meanwhile, the Dow lost 0.19%, and the Nasdaq, a tech-heavy index, lost 0.95%. Heading into today, shares of the company had gained 9.94% over the past month, outpacing the Oils-Energy sector's gain of 1.1% and the S&P 500's gain of 3.64%.Market participants will be closely following the financial results of CSLM Acquisition Corp. ...

Enphase Energy (ENPH) closed at $37.36 in the latest trading session, marking a -7.75% move from the prior day. This change lagged the S&P 500's daily loss of 0.55%. On the other hand, the Dow registered a loss of 0.19%, and the technology-centric Nasdaq decreased by 0.95%. The solar technology company's shares have seen an increase of 5.94% over the last month, surpassing the Oils-Energy sector's gain of 1.1% and the S&P 500's gain of 3.64%.Analysts and investors alike will be keeping a close eye on the pe ...