Browsing: investment

Alibaba BABA is ramping up AI spending at a rapid pace, creating both a significant growth opportunity and near-term financial pressure. The company spent RMB67.7 billion on capital expenditures in the June 2026 quarter, up 75% year over year, primarily reflecting investments in AI infrastructure, higher CPU-compute capacity and rising chip-component prices. Alibaba has also…

CRM

Cacti Asset Management LLC acquired a new stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 64,070 shares of the CRM provider’s stock, valued at approximately $14,436,000. Salesforce makes up approximately…

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the S&P 500 rising 15.2% and the Russell 2000 up 21.5%. Growth stocks outperformed value, although value retained a year-to-date lead. The market’s rise was fueled…

Add preferred source According to CoinShares’ weekly report, inflows into cryptocurrency investment products reached $3.55 billion (approximately ¥560 billion) during the week of September 21–25, marking the largest weekly inflow of 2026. Bitcoin led the way with $2.52 billion in inflows, with spillover into Ethereum, Solana, and XRP. By region, the United States accounted for…