Gold has once again proven itself the ultimate safe haven. On Tuesday, U.S. gold futures for December delivery surged past the $4,000 mark for the first time, closing at $4,004.40, a historic milestone that sent shockwaves through global markets and reaffirmed gold's timeless allure.Gold Hits Historic HeightsInvestors rattled by the ongoing U.S. government shutdown and political unrest abroad fled riskier assets and poured into gold, seeking stability amid mounting uncertainty.The surge came alongside a sha ...

Group 1: Gold Market Insights - Spot gold prices have surged past $4,000 per ounce for the first time, driven by safe-haven demand amid economic and geopolitical uncertainties [4][5] - Gold has doubled in value in less than two years, influenced by central bank buying and diversification away from the U.S. dollar, as well as geopolitical conflicts [5] - Ray Dalio suggests that investors should allocate up to 15% of their portfolios to gold, citing a market environment similar to the early 1970s characterized by inflation and high government spending [6] Group 2: Company Developments - Elon Musk's xAI has raised its ongoing funding round to $20 billion, which includes up to $2 billion from Nvidia [3] - Tesla's stock has slid following the announcement of cheaper Model Y and Model 3 vehicles [8] - Salesforce has resisted an extortion attempt by hackers, indicating resilience in its operational security [8] Group 3: Economic Indicators and Market Performance - Carlyle has released its own economic indicators, reflecting a proactive approach to market analysis [9] - Vietnam is set to be upgraded to emerging market status by 2026, which could attract more investment [9] - Current market performance shows mixed results, with gold prices increasing by 1.3% to $4,057.70 and crude oil rising by 1.1% to $62.38 [9]

Amazon.com, Inc. (NASDAQ:AMZN) is one of the AI Stocks Shaping Wall Street’s Next Big Rally. On October 6, Baird reiterated the stock as “Outperform” stating that “improving [Amazon Web Services] growth should help sentiment.” “On this ‘Open AI Monday’, we are opportunistic buyers of AMZN with likely acceleration in AWS growth in coming quarters, along with solid ongoing growth in high-margin Advertising and Services.” Amazon.com Inc. (AMZN) is an American technology company offering e-commerce, cloud c ...

Core Insights - Alibaba's stock has rebounded significantly following its latest earnings call, driven by a shift in focus towards cloud computing, artificial intelligence, and international growth, despite ongoing challenges in its core e-commerce business [1][24]. Earnings Overview - For Q1 FY2026, Alibaba reported revenue of RMB 247.7 billion (US$34.6 billion), reflecting a modest year-on-year increase of approximately 2%. Excluding divested businesses, the growth rate appears stronger at around 10% [2]. - Operating income decreased to RMB 35.0 billion, with adjusted EBITA down 14% year-on-year due to heavy investments in Taobao Instant Commerce and technology upgrades [3]. - Net income surged 76% year-on-year to RMB 42.4 billion, bolstered by investment gains and the sale of Trendyol. However, non-GAAP net profit fell 18% to RMB 33.5 billion compared to RMB 40.7 billion in the same quarter of 2024 [3]. Cash Flow Analysis - Operating cash flow declined to RMB 20.7 billion, a decrease of about 39% from the previous year, while free cash flow turned negative at RMB 18 billion, contrasting with a positive figure a year earlier [4]. - Despite cash flow challenges, Alibaba ended the quarter with RMB 585.7 billion (US$81.8 billion) in cash and investments, providing a buffer for continued growth funding [6]. Growth Drivers - The earnings call highlighted a strategic pivot towards cloud computing and AI, with the cloud division experiencing a year-on-year growth of approximately 26%, breaking a trend of disappointing results [9][10]. - Sales from AI products have reportedly increased at triple-digit rates for eight consecutive quarters, indicating that Alibaba is successfully monetizing its AI initiatives [11][12]. - The introduction of Qwen3-Max, a large language model with over a trillion parameters, and a partnership with Nvidia to develop practical AI tools were also announced [14][15]. Market Dynamics - The ongoing price war in food delivery and instant commerce, particularly between Alibaba's Ele.me and Meituan, has led to cash burn from subsidies and free deliveries, impacting margins [19][20]. - Regulatory intervention from the government aims to curb irrational price cuts, which could alleviate margin pressures for Alibaba's core e-commerce business [21][22]. - A more balanced competitive landscape may allow Alibaba to strengthen its Taobao and Tmall platforms, enhancing recovery prospects [23][26]. Conclusion - Alibaba's stock performance is attributed more to its strategic narrative around cloud, AI, and international growth rather than just financial metrics, with ample cash reserves enabling continued investment in new initiatives while stabilizing its core operations [24][27].

This AI stock has plenty of room to run...Artificial intelligence (AI) stocks -- from new-to-market players like CoreWeave to 30-year-old companies like Nvidia -- have soared in recent times. CoreWeave has surged more than 200% since its March initial public offering, and Nvidia has advanced more than 1,300% over the past three years. This is as investors recognize the potential of this technology to deliver efficiency and growth to companies over time -- and they aim to get in on possible winners early in ...

One of these players makes up 8% of Laffont's portfolio.The theme of artificial intelligence (AI) has driven tremendous stock market gains over the past two years and propelled the S&P 500 to record highs in recent weeks. Investors have been buying shares of AI stocks hand over fist, aiming to benefit from what may become a trillion-dollar market.And some of the world's most successful investors, such as Philippe Laffont of Coatue Management, have been leading the way. What's important about this is that so ...

Group 1: CoreWeave - CoreWeave is an AI stock backed by Nvidia, which has become the largest holding in Philippe Laffont's portfolio, accounting for 8% [2] - The company reported a revenue surge of 207% to $1.2 billion in the second quarter, with non-GAAP operating income increasing 135% to $200 million [9] - CoreWeave's revenue backlog increased by 86% due to expanded contracts with OpenAI and a major hyperscale customer, likely Microsoft or Alphabet [9] - The company has a substantial amount of debt due to its rapid expansion of AI data centers, with interest expenses erasing over 20% of revenue in the second quarter [10] - Wall Street expects CoreWeave's revenue to grow at an annual rate of 90% through 2027, making its current valuation of 15 times sales appear reasonable [11] Group 2: Amazon - Amazon holds a significant market share, accounting for over 40% of U.S. e-commerce sales and 15% of digital ad spending, while AWS represents 30% of cloud infrastructure spending [3] - The company reported second-quarter financial results that exceeded estimates, with revenue rising 13% to $167 billion, driven by strong growth in advertising and cloud services [5] - Amazon's operating margin expanded by 1.5 percentage points, and GAAP net income increased by 33% to $1.68 per diluted share [5] - Wall Street estimates that Amazon's earnings will grow at an annual rate of 18% over the next three years, making its current valuation of 34 times earnings seem fair [6] Group 3: AI Industry - AI has become integral to growth strategies across various sectors, including retail, advertising, and cloud computing, enhancing inventory management, demand forecasting, and campaign creation [4] - CoreWeave is recognized as a leader in the emerging GPU cloud sector, specifically designed for AI workloads, distinguishing itself from traditional cloud providers [7] - The close partnership with Nvidia provides CoreWeave with early access to the latest GPUs, enhancing its competitive edge in the AI cloud services market [8]

LONDON , Oct. 8, 2025 /PRNewswire/ -- As the physical AI transformation gains rapid momentum, "The Dialogue on AI & Cyber Governance" kicks off in London, focusing on the pressing theme of "The New Reality of Corporate AI Security." Tuya Smart (NYSE: TUYA, HKEX: 2391), a global AI cloud platform service provider, shared its insights on the latest developments in a keynote address titled "Pioneering AI Security: Lessons from the Frontlines," where it unveiled its cutting-edge practices in AI implementation w ...

Core Insights - Gold has reached a record high just below $4,000 an ounce, driven by factors such as the US government shutdown, fluctuations in technology stocks, and political instability in Japan and France [1][2] - The price of gold has increased over 50% this year, influenced by trade and geopolitical changes initiated by President Donald Trump, leading to a shift away from the dollar [2][4] - Central banks have been significant buyers of gold, and the recent Federal Reserve rate cut has prompted investors to turn to gold-backed exchange-traded funds [2][4] Group 1: Market Dynamics - The US government shutdown has delayed key economic data, complicating the Federal Reserve's rate-cutting strategy, while concerns about the sustainability of the AI-driven market rally are emerging [1][3] - Spot gold prices rose to $3,996.11 an ounce, with the Bloomberg Dollar Spot Index remaining steady, indicating a stable demand for gold amidst market fluctuations [3] Group 2: Investor Sentiment - The narratives surrounding de-dollarization and de-globalization have significantly increased demand for gold, although there are concerns that speculators may take profits after the rapid price increase since mid-August [3][5] - Billionaire investors like Ray Dalio have emphasized gold's status as a safer asset compared to the dollar, drawing parallels to the 1970s when gold prices surged amid high inflation and economic uncertainty [4][5] Group 3: Future Outlook - Analysts predict that the rally in gold prices may continue, with Goldman Sachs raising its forecast for December 2026 to $4,900 an ounce, reflecting ongoing bullish sentiment in the market [2] - The current surge in gold prices is attributed to increasing safe-haven demand and growing distrust in paper assets due to rising fiscal risks and geopolitical tensions [5]

As a smaller company than these technology giants, it has a longer runway to grow.Investors focused solely on the gigantic artificial intelligence (AI) beneficiaries need to expand their horizons. There are more stocks than Nvidia, Palantir, or Amazon that you can own in your investment portfolio, including ones that benefit from the AI revolution.On such stock is Coupang (CPNG -0.42%). The technology company focused on e-commerce and emerging cloud computing provider keeps posting impressive growth and is ...