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e-commerce: Archive

Vasundhara Sawalka

Is Alibaba's AI Revolution Worth the Risk for Growth Investors Now?

BABA's AI reaches global parity with superior cost efficiency, positioning it well for Asia's adoption curve. However, geopolitical risks persist. Hold rating for now.

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Vasundhara Sawalka

Amazon Trades at 31.84x Premium P/E: Buy, Sell or Hold the Stock?

AMZN trades at 31.84x earnings amid AI investments and AWS competition. Amazon posts strong Q2 results, but premium valuation suggests waiting for better entry points.

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Andrew Rocco

Bear of the Day: JD.com (JD)

The combination of fierce competition, a shaky Chinese economy, and costly new endeavors is pressuring JD.com's fundamental performance.

AMZNNegative Net Change JDNegative Net Change BABANegative Net Change PDDNegative Net Change UBERNegative Net Change DASHPositive Net Change

Vasundhara Sawalka

Why JD.com's 9.74x P/E Ratio Doesn't Make it a Buy: 3 Red Flags

JD's collapsing profitability, cash flow destruction, strategic missteps in food delivery, and intensifying competitive pressures make it a stock investors can miss.

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Derek Lewis

Revisiting the Pandemic Stocks: SHOP, ZM

While many companies saw a surge of growth in the pandemic era, ZM and SHOP were two of the biggest winners thanks to stay-at-home orders. But where are they now?

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Vasundhara Sawalka

Alibaba vs. Amazon: Which E-Commerce Titan Has More Upside Potential?

Amazon's commanding 30% cloud market share versus Alibaba's 4%, plus massive $100B AI investments, creates competitive advantages. Choose AMZN, avoid BABA's risks.

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Nilanshi Mukherjee

DASH vs. AMZN: Which Delivery Giant Stock Has the Edge Right Now?

DoorDash outpaces Amazon with surging orders, grocery expansion, and stronger earnings momentum in the booming delivery market.

AMZNNegative Net Change DASHPositive Net Change

Vasundhara Sawalka

Should You Stay Away From Alibaba Stock Ahead of Q1 Earnings?

Avoid Alibaba stock ahead of the fiscal first-quarter results. PDD's dominance, China's deflation, and premium valuations amid deteriorating fundamentals make this a clear sell.

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Vasundhara Sawalka

AMZN vs. SHOP: Which E-Commerce Stock Has Better Upside Potential?

Amazon's diversified revenue streams, robust financials, and reasonable valuation make it the superior investment choice over Shopify's stretched metrics.

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Rimmi Singhi

Carvana CEO Offloads Shares: Should Investors Reassess CVNA Stock?

Carvana's CEO sells shares but strong sales growth, margin gains and rising forecasts keep CVNA in focus despite high valuation and debt.

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