Special Dividend Declared – DCMDF +16% (1D) after approving a $0.20 per share special dividend, payable on March 25, 2025, to shareholders of record as of March 12, 2025.

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Stock Buyback Expansion – CRAI +11.37% (1D) following the Board's approval of a $45M expansion to its share repurchase program, adding to the $13.1M remaining under the current plan.

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Dividend Increase & Strong Earnings – TAC +6.8% (1D) after announcing solid financial results, a 2.2 GW capacity addition, and $214M returned to shareholders through dividends and buybacks. CEO John Kousinioris highlighted strong generation availability and hedging strategies as key performance drivers.

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Alibaba Surges on AI and Cloud Strength

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Alibaba (BABA) jumped 13% this week after Q4 earnings beat estimates, with net income soaring to ¥48.95B ($6.72B), more than tripling YoY, and revenue rising 5% to ¥280.15B. Cloud Intelligence sales grew 13%, fueled by AI-driven demand, while AI-related revenue posted triple-digit growth for six straight quarters.
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CEO Eddie Wu highlighted massive AI infrastructure investments, set to surpass spending from the past decade. E-commerce remained strong, with Taobao/Tmall up 5% and international sales surging 32%. With regulatory easing and renewed investor confidence, Alibaba’s stock has climbed 50% YTD, reinforcing its leadership in China’s AI and tech resurgence.

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Celsius Surges on Alani Nu Acquisition Despite Q4 Revenue Decline
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Celsius Holdings (CELH) jumped 28% after announcing its $1.8B acquisition of Alani Nu, despite reporting a 4% YoY drop in Q4 revenue to $332.2M. Full-year revenue increased 3% to $1.36B, while gross margin expanded to 50.2%. International sales were a bright spot, rising 39% YoY. The Alani Nu deal boosts Celsius’ market share to 16%, but analysts caution about potential brand cannibalization. Short sellers took a $250M hit, as the stock’s rally forced short covering.

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MercadoLibre Surges on Record Earnings and Fintech Growth
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MercadoLibre (MELI) rallied 12.5% after posting a record $639M Q4 net income, crushing estimates of $406M. Revenue jumped 38% YoY to $6.1B, solidifying its dominance in Latin America’s e-commerce and fintech markets. Despite gross merchandise volume of $14.5B missing expectations, total payment volume surged to $59B, in line with forecasts.

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The company expanded its credit portfolio to $6.6B, with Argentina seeing quadrupled loan growth amid economic reforms. Unique active buyers hit 67M, while fintech users reached 61M. Analysts remain bullish, with several raising price targets post-earnings. MercadoLibre continues to balance aggressive investment with sustainable growth, reinforcing its position as Latin America’s most valuable company.

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DOJ Launches Probe Into UnitedHealth’s Medicare Billing Practices
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The Justice Department has opened a civil fraud investigation into UnitedHealth Group (UNH), examining whether the company inflated Medicare Advantage billing by recording questionable diagnoses to increase government reimbursements. The probe follows reports that UnitedHealth-employed doctors recorded diagnoses that were never treated, adding billions in additional payments from Medicare. The investigation also involves the Department of Health and Human Services’ Office of Inspector General, raising the stakes for the country’s largest health insurer.
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Shares of UnitedHealth plunged nearly 9%, weighing on the Dow Jones Industrial Average. The probe is separate from the DOJ’s ongoing antitrust investigation and its lawsuit to block UnitedHealth’s $3.3B acquisition of home-health provider Amedisys.

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Palantir CEO Offloads $1.2 Billion in Stock, Shares Slide
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Palantir (PLTR) fell 13% this week as CEO Alex Karp moves to sell up to 10 million shares, worth $1.2 billion over six months. The stock, which surged 340% in 2024, is facing renewed pressure as investors react to insider selling and concerns over overvaluation.
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Retail traders remain a major force behind Palantir’s rally, but institutional investors are pulling back, questioning its 198x forward P/E ratio. Adding to the uncertainty, potential defense budget cuts could impact future government contracts. Palantir’s high valuation makes it vulnerable to sharp corrections.

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Microsoft Rumored to Be Pulling Back on Data Center Spending
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There's a note circulating around financial forums that has triggered some of the data center infrastructure and power stocks to sell off recently.

"Our channel checks indicate that $MSFT has 1) canceled leases in the US, totaling 'a couple of hundred MWs' with at least two private data center operators, 2) has pulled back on the conversion of 500’s to leases, and 3) has re-allocated a considerable portion of its international spend to the US. When coupled with our prior channel checks, it points to a potential oversupply position for MSFT...this is the same tactic that Meta used to cancel multiple data center leases in the U.S. after we learned in our checks that Meta had then canceled a $48B capex program related to the metaverse (Meta subsequently cut its capex guidance by $5.4B two weeks later).
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Separately, our channel checks suggest that Microsoft has also pulled back on converting negotiated and signed Statement of Qualifications (500’s) (the precursor to a data center lease) into signed leases."

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