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Source document· March 17, 2026

Zacks Industry Outlook Highlights GoDaddy, Vipshop Holdings, MakeMyTrip and QuinStreet

View original at finance.yahoo.com
Zacks Industry Outlook Highlights GoDaddy, Vipshop Holdings, MakeMyTrip and QuinStreet For Immediate Release Chicago, IL – March 17, 2026 – Today, Zacks Equity Research discusses GoDaddy GDDY, Vipshop Holdings VIPS, MakeMyTrip MMYT and QuinStreet QNST…
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  • QuinStreet is benefiting from the accelerated shift from an offline to an online business model across industries

    60% confidence
  • MakeMyTrip is well-positioned to benefit from India's economic upswing and expanding middle class

    60% confidence
  • GoDaddy is benefiting from strong momentum across the Applications & Commerce business and expanding its global footprint

    60% confidence
  • Vipshop Holdings' continued efforts to strengthen product offerings and improve product procurement are aiding its financial performance

    60% confidence
  • Growth in bookings, primarily driven by strong customer additions and price increases in various domains, has been a key catalyst for GoDaddy

    60% confidence
  • GoDaddy, Vipshop Holdings, MakeMyTrip and QuinStreet are well-positioned for growth due to their sustained efforts in adapting to changing consumer preferences

    60% confidence
  • Top stock-picking strategies have blown away the S&P's +7.7% average gain per year since 2000, with average gains of +48.4%, +50.2% and +56.7% per year

    60% confidence
  • Elevated operating expenses related to hiring new employees and sales and marketing strategies to capture more market share are likely to strain margins in the near term

    60% confidence
  • Airo has become a key growth driver for GoDaddy, with increasing customer engagement and the successful launch of Airo Plus

    60% confidence
  • Tariffs and ongoing geopolitical tensions could hurt the industry participants' prospects in the near term

    60% confidence
  • MakeMyTrip is the leading online travel agency in India with a dominant market share of more than 50%

    60% confidence
  • Amazon continues to strengthen its delivery capabilities, while Alphabet is expanding into food delivery through projects like Wing

    60% confidence
  • A greater Internet presence in emerging markets, a burgeoning affluent middle class and the accelerated uptake of smartphones are set to aid the Internet – Delivery Services industry participants

    60% confidence
  • Ad spending is likely to continue increasing, driven by improving business activities

    60% confidence
  • Persistent macroeconomic uncertainties, protracted inflationary conditions and still-high interest rates remain major challenges

    60% confidence
  • The top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1

    60% confidence
  • Tech giants bring deep pockets, vast infrastructure and enormous user bases, raising the bar for the entire industry

    60% confidence
  • Online delivery is yet to expand beyond major metros, underlining lower penetration and significant room for growth

    60% confidence
  • Vipshop Holdings' quarterly results are likely to keep benefiting from its deepening focus on high-margin-generating apparel-related businesses

    60% confidence
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Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets
Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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