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Thanks to a new law Trump just signed…
Every day until April 2027 the entire GDP of Switzerland will migrate onto Trump's New Money Grid, that's $909 billion. Every single day.
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The Nasdaq just got SEC approval to move stocks onto blockchain rails.
BlackRock CEO Larry Fink dedicated his entire 2026 annual letter to it.
The World Economic Forum says 2026 is "a defining moment" for this new financial infrastructure.
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China’s Athleisure Boom Is Not Lifting Every Brand Equally
Reported by Chris Markoch. Date Posted: 8/11/2026.
Key Points
- Lululemon’s China Mainland business remained a major bright spot despite weaker North American trends.
- Amer Sports is converting demand for Arc’teryx and Salomon into rapid Greater China revenue growth.
- Nike’s Greater China business remains under pressure, making its turnaround more difficult to underwrite.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
The idea that “health is wealth” underpins several investment opportunities. One of them is emerging from China, where a health and wellness renaissance is taking hold, particularly among the country’s growing middle class. As in the United States, athleisure is moving well beyond the pickleball court and becoming something of an aspirational luxury.
That’s creating an opportunity for athletic apparel brands in an otherwise challenging consumer economy. But not every brand is capturing that opportunity equally.
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Click here to learn this company's name for free todayTwo companies are converting China’s fitness boom into meaningful revenue growth, while a third is still searching for its footing. The takeaway for investors is that “China exposure” alone isn’t the story. Execution within that market is what separates a buy from a hold right now.
China Gives Lululemon a Compelling Growth Story
Lululemon (NASDAQ: LULU) delivered a messy Q1 2026 earnings report on June 4. Total revenue rose 4.3% year over year to $2.5 billion, but comparable sales fell 2%. The company also cut its full-year guidance after North American traffic softened. Operating income dropped 37% year over year, with management pointing to negative social media commentary and underwhelming product launches as contributing factors.
China Mainland was the exception. Revenue there jumped 30%, or 23% in constant currency, while comparable sales rose 13%. The region now represents 19% of total company revenue, up from 16% a year ago. Management expects China Mainland sales to grow roughly 20% for the full year, and most of Lululemon’s planned international store openings this year are slated to take place in China.
The company is also hosting large-scale brand activations there, including a yoga event on the Great Wall and its annual Summer Sweat Games. For a stock that’s been punished for its North American struggles, China is the clearest evidence that the brand still resonates. That’s a buy case worth watching closely when Lululemon reports its Q2 earnings.
Why Amer Sports Is the Best China Fitness Stock
For Lululemon, China is a bright spot in an otherwise dim forecast. By contrast, Amer Sports (NYSE: AS) is firing on all cylinders, with China leading the way.
The parent company of Arc’teryx, Salomon and Wilson reported Q1 2026 results on May 19. Revenue rose 32% year over year to $1.95 billion, with every region posting double-digit growth. Greater China led the way, surging 44.5% to $645 million and becoming the company’s single biggest growth driver.
Salomon called China its fastest-growing region in the quarter, fueled by demand across athleisure, outdoor lifestyle and apparel. The brand added nine net new stores in China during Q1 and plans to open 45 more by year-end. Arc’teryx, meanwhile, continues to expand its direct-to-consumer footprint there. That momentum pushed Amer Sports to raise its full-year revenue guidance to 20%–22% growth, up from the prior range of 16%–18%.
Arc’teryx and Salomon have built cachet with China’s aspirational middle class, the same consumer group driving the country’s fitness trend. With margins expanding alongside sales, Amer Sports looks like a direct, high-conviction way to play China’s fitness renaissance.
China Remains Nike’s Biggest Growth Challenge
Nike Inc. (NYSE: NKE) is finding success in China elusive. In its fiscal 2026 fourth-quarter report released June 30, Nike said Greater China revenue fell 12% on a reported basis and 17% in constant currency, a steeper decline than the prior quarter’s 10% drop. Footwear revenue in the region fell 13%. Digital sales dropped 25%, and wholesale sales slid 19% as local competitors continued to take share from the American brand.
Management has acknowledged that the adjustment will continue through fiscal 2027 as Nike works through inventory clearance and repositioning efforts. CEO Elliott Hill said the results “aren’t there yet,” specifically citing weakness in Nike Sportswear and Jordan Streetwear. Greater China still accounts for roughly 15% of total company sales, so continued erosion there is a meaningful drag on the broader turnaround story.
Nike’s Q4 headline numbers beat expectations, but that was largely due to a $986 million tariff refund that lifted gross margin—not underlying demand strength. Strip that out, and the core business remains under pressure. Until China stabilizes, Nike is a name to watch rather than chase. The turnaround thesis may still play out, but the timeline continues to extend.
Why Execution Matters More Than China Exposure
China’s fitness boom isn’t lifting every athletic brand equally, and that’s precisely why it’s investable. Lululemon and Amer Sports are proving that premium positioning and localized brand-building can drive durable growth among China’s rising middle class, even as U.S. demand wobbles. Nike, by contrast, is losing ground to homegrown competitors in the same market. For investors looking to play this trend, the data currently favors the challengers over the incumbent.
Nebius Just Exploded 34% on Blowout Earnings—Is It Time to Buy?
Reported by Ryan Hasson. Date Posted: 8/13/2026.
Key Points
- Nebius Group shares surged nearly 34% on Aug. 12 after second-quarter revenue jumped 454% year over year to $582.3 million.
- Annualized run-rate revenue reached $3 billion, up 598% year over year, as the company raised its year-end contracted power target to 5 gigawatts to meet surging demand.
- Despite strong technical momentum and reclaimed moving averages, Nebius trades at roughly 130 times trailing sales, prompting caution about valuation before buying.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Nebius Group (NASDAQ: NBIS), one of the most exciting neocloud companies in the world, soared nearly 34% on Aug. 12 following the release of its second-quarter results. The timing could hardly have been better for the company.
The stock had fallen significantly from its 52-week high, dragged down by the broad risk-off sentiment sweeping across the AI trade. Wednesday's surge changed that picture in a single session. But after such a large move, the big question is whether this is the time to buy or if the easy money has already been made.
A Blowout Quarter
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Click here to learn this company's name for free todayThe results were nothing short of spectacular, hence the remarkable 34% surge. Nebius reported Q2 revenue of $582.3 million, a staggering 454% increase year over year and a 46% gain from the prior quarter. The core Nebius AI cloud business grew even faster, surging more than 500% year over year to $574.9 million and accounting for roughly 98% of total group revenue. The company posted a per-share loss of just 12 cents, dramatically better than the 67-cent loss analysts had modeled, and generated $236 million in positive adjusted EBITDA.
Perhaps the most important figure was annualized run-rate revenue (ARR), which reached $3 billion as of the end of June, up 598% year over year and 56% from the $1.9 billion reported at the end of March. That ARR trajectory is the clearest evidence yet that Nebius is scaling at an almost unprecedented pace in the infrastructure space. Management reaffirmed full-year 2026 guidance of $3.0 billion to $3.4 billion in revenue and an ARR target of $7 billion to $9 billion.
Demand Is Not the Problem—Capacity Is
The most telling theme from the quarter was that Nebius is not struggling to find customers. It is racing to build capacity quickly enough to serve them. The company raised its year-end contracted power target to 5 gigawatts, a figure that has now increased fivefold since August 2025. The AI cloud business expanded its adjusted EBITDA margin to 50%, up from 24% in Q4 2025—a remarkable improvement that shows scale is translating directly into profitability.
CEO Arkady Volozh drove the point home in his letter to shareholders, saying the company could sell its entire planned 2027 capacity today under current terms but is deliberately holding some supply back for higher-priced, shorter-duration deals. Those short-term agreements are reportedly being negotiated in the range of $40 million to $50 million per megawatt, and sometimes higher. When a company turns down the chance to pre-sell next year's capacity because it expects to command better pricing later, it says everything about the strength of demand. The expansion is being funded through customer prepayments, a $775 million asset-backed debt facility and an asset-light partnership model that limits balance-sheet strain.
The Technical Picture
From a technical standpoint, the stock has made major progress in resuming its upward momentum. Wednesday's move completely changed the look of the chart. Nebius has now reclaimed all of its key moving averages and, importantly, broken through the $220 resistance level—the exact spot at which it had failed on three separate occasions.
The $220 area should now turn into support on future pullbacks, and holding above it would allow the bulls to remain in control. After such a large earnings-driven move, however, a few days of price digestion may be what the bulls welcome most, allowing the stock to consolidate its gains rather than extend too far, too fast.
So, Is It Time to Buy?
Here is where investors need to balance enthusiasm with discipline. The business is firing on all cylinders, and the quarter resolved many of the questions hanging over the stock. But the valuation remains extreme. Even after its recent pullback and despite its explosive growth, Nebius trades at roughly 130 times trailing sales, a multiple that leaves little room for disappointment and helps explain the stock's ferocious volatility.
For long-term believers in the AI infrastructure buildout, this quarter was powerful confirmation that Nebius is among the sector's genuine leaders. For those looking to gain exposure to the company, however, the more prudent approach may be to watch how the stock handles the $220 zone and let the dust settle before committing.
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