Anand Chokkavelu has no position in any of the stocks mentioned. Matt Frankel, CFP has no position in any of the stocks mentioned. Tyler Crowe has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. ...

The artificial intelligence (AI)-driven shopping platform is making significant progress toward profitability.Shares of Rezolve Ai (RZLV +28.02%) rocketed 28% higher on Tuesday after the agentic commerce enabler ramped up its revenue forecast. This AI business is boomingRezolve Ai projects revenue of more than $17 million in December. Management also expects the artificial intelligence (AI)-driven shopping platform to generate positive adjusted earnings before interest, taxes, depreciation, and amortizatio ...

Rivian's plan to ship an in-house autonomy chip is another sign that customers want options beyond Nvidia.Rivian's (RIVN 4.28%) Autonomy & AI Day last week put a wrinkle into the Nvidia (NVDA +0.99%) growth story.Rivian, which specializes in electric trucks and SUVs, said it plans to ship a new autonomy computer on its R2 vehicles starting at the end of 2026, built around an in-house chip designed to run its self-driving software.Rivian is not a major Nvidia customer, so this is not about lost revenue today ...

Core Viewpoint - Plug Power is a pioneer in the hydrogen industry, having established the first commercially viable market for hydrogen fuel cell technology and deployed over 69,000 hydrogen fuel cell systems and more than 250 fueling stations globally [1] Group 1: Company Performance - Plug Power has significantly underperformed compared to the S&P 500 over the past five years, with returns of -91.1% compared to the S&P 500's 87% [3] - The company reported a net loss of $785.6 million on $484.7 million of revenue in the first nine months of the current year, worsening from a net loss of $769.4 million on $437 million of revenue in the same period last year [4] - Plug Power's outstanding shares have increased by over 200% in the past five years, leading to significant dilution for existing investors [5] Group 2: Financial Strategies - To address its financial challenges, Plug Power has initiated Project Quantum Leap, aiming to reduce annual expenses by over $200 million through workforce reductions and spending cuts [7] - The company has raised over $275 million through the monetization of electricity rights, secured $399 million via a convertible notes sale, and raised $370 million from an existing investor exercising stock warrants, which has helped eliminate high-cost debt [8] Group 3: Future Outlook - Plug Power aims to achieve positive EBITDA by the end of next year and expects to reach positive operating income by 2027, with an overall goal of profitability by 2028 [9] - While the company has not beaten the market in the past five years, narrowing losses and secured financing could lead to market-beating returns if profitability is achieved by 2028 [10]

President Trump just gave cannabis investors something they've been waiting for.Shares of Tilray Brands (TLRY +28.04%) soared today, finishing up 27.5%. The jump came as the S&P 500 lost 0.3% and the Nasdaq Composite gained 0.2%.The cannabis company's stock is rising after President Donald Trump confirmed that his administration is looking into reclassifying marijuana -- a move that could be a game changer for the cannabis industry.NASDAQ : TLRYTilray BrandsToday's Change( 28.04 %) $ 3.06Current Price$ 13.9 ...

A shift in federal marijuana policy could be coming.Shares of Trulieve Cannabis Corp (TCNNF +14.13%) soared on Tuesday, finishing the day up 14.1%. The jump comes as the S&P 500 lost 0.3% and the Nasdaq Composite gained 0.2%.The cannabis stock is surging after President Donald Trump confirmed a report that his administration is exploring marijuana reclassification -- a shift that could reshape the cannabis industry and have an immediate impact on Trulieve's business. OTC : TCNNFTrulieve CannabisToday's Chan ...

Core Viewpoint - Gildan Activewear's stock experienced a significant price increase following a robust price target upgrade by UBS analyst Jay Sole, who raised the target nearly 38% to $110 per share from $80, maintaining a buy recommendation on the stock [2][4]. Group 1: Analyst Insights - The price target increase is attributed to Gildan's recent acquisition of Hanesbrands, which is expected to provide synergistic benefits and enhance Gildan's market presence [4][5]. - The acquisition is seen as a strategic move that allows Gildan to achieve a scope that it could not have reached independently, particularly through Hanesbrands's established retail presence [4]. Group 2: Financial Implications - Sole suggests that the potential divestment of Hanesbrands's Australia business could generate proceeds that may be used to reduce Gildan's debt and possibly reinstate share buybacks [5]. - Gildan's current market capitalization stands at $11 billion, with a gross margin of 31.43% and a dividend yield of 1.51% [6][7].

Core Insights - Alibaba Group ended 2025 in a stronger position, with growth in cloud and AI segments, stabilization in e-commerce, and a clarified ambition to become a broader technology and AI platform [1][2] Group 1: AI-Driven Cloud Growth - Alibaba's cloud business showed significant growth in 2025, with AI-related workloads increasing at triple-digit rates, accounting for over 20% of external cloud revenue, validating past investments [4] - In 2026, the company must demonstrate that this growth translates into improved profitability rather than just increased scale, as AI workloads require substantial ongoing investment [5][6] Group 2: E-Commerce Stability - Alibaba needs to prove that its e-commerce segment can maintain stability without continuous financial support, having stopped the decline in its core commerce business in 2025 [7] - The focus for 2026 will be on sustaining market position against competitors without sacrificing margins, ensuring that commerce can generate steady cash flow to support investments in cloud and AI [8] Group 3: Quick Commerce Economics - Quick commerce became a strategic priority, but it significantly impacted profitability due to high fulfillment costs and competition, with adjusted EBITA for the commerce division falling 47% year-over-year in the first half of 2025 [10] - In 2026, Alibaba must show a clear path to improvement in quick commerce, including better order density and smarter subsidy use, to maintain investor confidence [11] Group 4: Focus and Discipline - Historically, Alibaba's weakness has been its lack of focus, pursuing too many initiatives simultaneously, which diluted accountability [13] - In 2026, the company must prioritize cloud, AI, and core commerce while ensuring clear capital allocation and consistent execution to build trust with investors [14] Conclusion - Alibaba enters 2026 with momentum but must prove the effectiveness of its strategic reset through improved profitability in cloud, self-sustaining e-commerce, narrowing quick commerce losses, and disciplined execution [15][16]

Today, Dec. 16, 2025, Pfizer's shrinking COVID cash flows could mean little growth next year as M&A bets will take time to deliver. NYSE : PFEPfizerToday's Change( -3.40 %) $ -0.90Current Price$ 25.53Key Data PointsMarket Cap$150BDay's Range$ 24.92 - $ 26.5052wk Range$ 20.91 - $ 27.69Volume112MAvg Vol68MGross Margin69.12 %Dividend Yield6.51 %Pfizer (PFE 3.40%), which develops and sells biopharmaceutical products worldwide, closed today's session (Dec. 16) at $25.53, down 3.41%. Trading volume reached 108.1 ...

Core Viewpoint - Investors are currently focused on activist investor interest, new spinoffs, and governance issues affecting Comcast, a major player in the cable industry [1]. Group 1: Stock Performance - Comcast's stock (CMCSA) closed at $29.73, reflecting a 5.39% increase, with trading volume reaching 89.7 million shares, significantly above the three-month average of 32.2 million shares [2]. - The stock was the highest-performing in the S&P 500 for the day, trading at just 5 times EBITDA, indicating potential attractiveness for activist investors [7]. Group 2: Market Movements - The market saw a surge in Comcast's shares following rumors of interest from activist investors, coinciding with the record date for the company's spinoff of its cable television networks [3][5]. - The S&P 500 index decreased by 0.26%, while the Nasdaq Composite increased by 0.23%, indicating mixed market conditions overall [4]. Group 3: Spinoff Details - To receive shares of the new spinoff company, Versant, investors needed to hold at least 25 shares of Comcast by the market close on the record date [6]. - The high trading volume may be attributed to both activist investors seeking exposure to Versant and arbitrage traders capitalizing on the spinoff dynamics [6].