1. FuelCell Energy reported weak quarterly results with high cash burn, reducing unrestricted cash to $177 million (a multi-year low); 2. The company announced restructuring plans, including abandoning its solid oxide fuel cell platform, which will incur significant impairment charges; 3. Despite emphasizing AI data center opportunities, FuelCell Energy faces strong competition from Bloom Energy's superior modular solutions, with limited cash runway and poor near-term prospects justifying a sell recommendation.

1. Alibaba's restructuring continues with the formation of the Alibaba E-commerce Business Group; 2. Despite efforts, Alibaba's financials remain weak with minimal revenue growth and declining adjusted EBITA; 3. Market multiples are improving with BABA's TTM P/E ratio dropping significantly.

➀ Intel's board member Chen Lip-Bu resigns to join a split committee. ➁ The committee aims to help Intel separate its chip design and foundry businesses. ➂ This move is seen as Intel's closest step towards a major restructuring.

➀ Intel is reportedly considering a radical restructuring, including possible divestment of its nascent 'foundry' unit. ➁ The company has announced a 15% job cut and faced dismal quarterly earnings losses. ➂ This restructuring could have significant implications for Intel's operations in Ireland, where it is a major employer.

➀ Intel is reportedly discussing potential restructuring options, including the possible split or sale of its chip manufacturing business. ➁ The discussions involve long-standing advisors Morgan Stanley and Goldman Sachs. ➂ These strategic considerations are expected to be announced at the September board meeting. ➃ Intel's recent financial performance has been poor, with significant losses in its foundry business.

1. Medical Properties Trust, Inc. has outperformed the market despite recent challenges, including a dividend downgrade and restructuring issues with Steward Health Care. 2. The company's management has successfully reduced debt and increased liquidity, which supports its asset quality and recovery prospects. 3. The stock appears to have bottomed out in early 2024, suggesting a potential for a bullish turnaround.