In 1934, the government executed a legal maneuver that transferred billions in wealth overnight.
Most Americans had no idea it was coming.
A small group who saw it early walked away wealthy.
Everyone else paid for it.
Trump has the same legal authority today. Advisors close to the administration believe he's considering using it. If he does, the transfer happens fast — and the window to be on the right side of it is already closing.
We put together a free report on exactly what this move is, why the timing points to now, and the one step ordinary Americans can take to position themselves before it happens.
It costs nothing. Takes 30 seconds to request.
The people who moved early in 1934 didn't have a warning.
You do.
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Alibaba Stock Is Getting Hit Again, but Qwen and Cloud Growth Are Surging
Author: Leo Miller. Article Published: 3/20/2026.
Key Points
- Alibaba’s latest quarter showed modest revenue growth but a sharp drop in adjusted profit as the company continued spending heavily to defend its China commerce position.
- Cloud revenue growth accelerated, reflecting strong demand for AI-related products, even as broader concerns persist about talent retention and longer-term AI execution.
- Alibaba’s outlook hinges on whether near-term margin pressure from fast delivery and other initiatives can be balanced by sustained cloud and AI monetization.
- Special Report: Elon's "Hidden" Company
For Chinese e-commerce giant and cloud provider Alibaba Group (NYSE: BABA), the past six months have not been kind.
Over that period, Alibaba shares have fallen more than 30%. Market-share losses in Chinese e-commerce and doubts about the firm's artificial intelligence (AI) leadership have been significant headwinds for the stock.
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Get the full story here.The decline was further aggravated by BABA's latest earnings report, which sent shares down roughly 7%.
Still, Alibaba remains one of China's most important companies and a serious AI player through its cloud business, making it difficult to ignore despite the rough stretch. The latest quarter sharpened the story: Alibaba is spending aggressively to defend its commerce franchise now, betting that accelerating cloud and AI demand can rebuild profitability over time.
Margin Pressure Deepens as Fast Delivery Spending Rises
In its fiscal Q3 2026, Alibaba reported revenue of $40.73 billion, a 2% year-over-year (YOY) increase. That moderately missed analysts' estimates of $40.95 billion, which implied about 3% growth.
The bigger issue was earnings. Alibaba posted adjusted earnings of $1.01 per ADR, missing the analyst estimate of $1.65 and falling 67% from a year ago. (An ADR, or American depositary receipt, is a bank-issued U.S. security representing Alibaba's underlying shares and letting U.S. investors trade the stock in dollars on U.S. exchanges.)
Management attributed the profit decline to heavier spending on quick commerce, user-experience initiatives and technology, with improved cloud performance only partially offsetting the impact.
The company is also facing tougher competition in China's e-commerce market, which has increased the cost of defending its share.
PDD (NASDAQ: PDD) has been winning in the value-shopping segment, while ByteDance's Douyin (the Chinese version of TikTok) has become a leader in discovery-based shopping, where users buy products after seeing them in social feeds. Meanwhile, Meituan (OTCMKTS: MPNGF) remains dominant in food delivery and related services. Alibaba is still the largest player but must invest significantly to defend its position, and that is coming at the expense of near-term profitability.
Quick commerce — delivering products in one hour or less — has become a "cornerstone" of Alibaba's e-commerce strategy. There were some positive signals in the quarter: quick-commerce revenue was up 56% YOY.
The company added 150 million annual active customers (AAC) in 2025 — users who made at least one purchase during the year. However, many of these customers tend to be lower value, making smaller and less frequent purchases.
Alibaba is aiming to win this battle over the long haul and does not expect its quick-commerce business to be profitable until fiscal 2029.
Cloud Growth Accelerates as Qwen Sees Strong Developer Adoption
Alibaba's Cloud Intelligence Group delivered one of the clearest positives in the quarter. Revenue rose 36% YOY to $6.19 billion, marking the unit's ninth consecutive quarter of accelerating growth and its fastest pace in three years. Management pointed to AI demand as a key driver, with AI-related product revenue growing at a triple-digit rate for the 10th straight quarter. The segment also remained profitable, with an adjusted EBITA margin that was described as "relatively stable" at 9%.
Qwen, the company's foundational model, is the most widely used open-source model, with over 1 billion downloads on Hugging Face, a platform where developers can download and tune models to build applications.
That open-source adoption matters because broader developer usage can translate into demand for inference and tooling within Alibaba's cloud ecosystem. As more developers build on Qwen, usage shifts toward running and serving those models at scale through inference and related services.
Hugging Face also shows Qwen is a popular base for customization, with developers creating more than 113,000 derivative models tuned from Qwen.
That is more than the next two closest competitors, Alphabet (NASDAQ: GOOGL) and Meta Platforms (NASDAQ: META), combined.
The takeaway is straightforward: Qwen has gained substantial traction with developers, and that traction can help support growth in Alibaba's cloud business as more applications are deployed and used.
Alibaba has set aggressive goals for its cloud and AI push. CEO Eddie Wu has said the company is targeting more than $100 billion in combined external cloud and AI revenue within five years, underscoring how central AI monetization has become to the long-term plan.
Alibaba's Solid Balance Sheet Helps Fund Longer-Term Priorities
Alibaba's free cash flow has been negative for much of the past several quarters — negative $4.2 billion over the last nine months. However, free cash flow turned positive this quarter at $1.62 billion.
Despite significant cash outflows, Alibaba's balance sheet remains strong. The company reports cash and other liquid investments of $80.1 billion and debt of around $37 billion, giving it considerable flexibility to continue investing in strategic priorities.
The company did not address the recent resignation of Qwen's head of AI, Lin Junyang. Any further changes in senior AI leadership will be important to watch, as they could signal whether the firm can maintain its strong position.
Alibaba clearly has high hopes for its long-term future. Near-term issues are weighing on its e-commerce business, but its progress in AI supports the outlook. With AI monetization still in relatively early stages and shares down considerably, BABA's prospects look attractive for investors focused on the long term.
2 Stocks With Governmental Tailwinds to Drive Them Higher
Author: Thomas Hughes. Article Published: 3/17/2026.
Key Points
- Ondas and Amprius are positioning for greater defense-market access, with compliance milestones and procurement pathways as key 2026 catalysts.
- Ondas is framed as an early-stage growth story tied to drones and secure networking, with sentiment supported by rising coverage and improving institutional activity.
- Amprius is pitched as a defense battery enabler, with scaling execution and margin trajectory as the key swing factors alongside elevated short interest.
- Special Report: Elon's "Hidden" Company
A little government exposure can go a long way for a business, especially for companies still in early stages. Government spending — and defense spending in particular — represents a lucrative market. While headwinds remain, Ondas Inc. (NASDAQ: ONDS) and Amprius Technologies (NYSE: AMPX) are positioned to expand their access to that market, which could support meaningful stock gains in 2026. Over the longer term, rising defense budgets provide a constructive backdrop for this sector and these names.
Ondas Inc. Expands Exposure, Set to Accelerate in 2026
Ondas Inc. is building exposure through two complementary businesses: drones and private wireless networks. The drone division manufactures easy-to-deploy "drone-in-a-box" systems and the software platforms to operate them. The network division delivers secure private wireless networks for government and industrial customers, helping bridge the gap between legacy infrastructure and modern data needs.
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Elon's Next Move Could Be His Greatest Yet
He revived EVs, revolutionized space, and built the biggest satellite network.
But this AI tech could go down in history as the crown jewel of Elon's career.
Nvidia CEO Jensen Huang says, "What Elon and his team has achieved is singular. It's never been done before."
Get the full story here.Key 2026 catalysts include several strategic wins, such as Prime Contractor status for border security and placement on the Defense Contract Management Agency's BLUE UAS Cleared list. Those approvals enable faster, more strategic procurement of Ondas' drone and counter‑drone solutions. The company's platforms are designed for versatility and interchangeability and include automated kinetic counter‑drone capabilities.
The impact on the earnings outlook is material. Analysts forecast revenue growth of more than 570% this year, and those estimates may be conservative. Longer‑term projections remain robust — growth is modeled to ease to roughly 260% in 2027 and moderate further thereafter. The balance sheet shows no obvious red flags: Ondas is well‑capitalized with low leverage. If the company outperforms expectations, it could sustain a positive revision cycle over coming quarters and years.
Analyst and institutional trends are constructive. Analyst coverage is modest at eight — up about 300% over the trailing 12 months — and the consensus rating is Moderate Buy. Price targets were raised in early 2026, with upside potential exceeding 50% at the high end. MarketBeat data show institutions own about 37% of the shares and have been net buyers at roughly a 7‑to‑1 ratio, increasing activity for three consecutive quarters and reaching a historic high in Q1 2026.
Amprius Powering U.S. Defense Applications
Over the past year, Amprius Technologies focused on meeting requirements of the National Defense Authorization Act, which emphasizes secure domestic supply chains for defense applications. Amprius' batteries are well‑suited to those needs.
The company's SiCore batteries deliver high energy density, enabling larger payloads and longer ranges — attributes well suited for unmanned vehicles, man‑portable systems, and drones. Its technology has been validated by the DCMA and the Defense Innovation Unit (DIU), and both organizations' adoption points to broader potential applications.
While growth is forecast to decelerate in 2026, it is expected to remain robust — above 70% — and to hold at similar rates over the next several years. Importantly, analysts expect Amprius to turn profitable by the end of 2026 and to improve profitability thereafter. The company enters 2026 well‑capitalized, with no major balance sheet concerns and net cash relative to total liabilities. The primary 2026 risk and catalyst is execution and scaling: if AMPX can scale production to meet demand, the stock is likely to appreciate further.
Analyst sentiment is supportive. A 2026 guidance update prompted six price‑target increases, clustering targets in the $20–$21 range; continued upgrades could push the stock toward its post‑IPO highs just above $26. Institutions own about 5% of the shares but have been net buyers, with activity accelerating. Additionally, relatively high short interest — roughly 16% as of early March — is a notable factor supporting the stock's price dynamics.
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