Microsoft shares suffered their steepest single-day drop in over three years after Azure cloud growth narrowly missed estimates, revealing the complex trade-offs between fueling internal AI projects and meeting soaring external demand.
The digital financial services giant SoFi reported blockbuster Q4 2025 results, surpassing $1 billion in quarterly revenue for the first time. Fueled by explosive member growth and a booming tech platform, CEO Anthony Noto outlined an ambitious roadmap into crypto, stablecoins, and AI, signaling a new phase of aggressive expansion beyond traditional banking.
Tesla's latest earnings call, emphasizing a strategic shift towards autonomous vehicles and robotics, has drawn a spectrum of reactions from prominent investors. While some see it as a necessary evolution, others warn of significant costs and transitional risks, creating a clear divide in analyst sentiment.
Brookfield Business Partners reported a robust 2025, generating over $2 billion from asset sales, reducing debt, and making strategic acquisitions. The firm is on the cusp of a major corporate restructuring into a single listed entity, aiming to boost liquidity and investor appeal in a shifting global landscape.
Finnish technology leader Valmet introduces a new line of bio-based press roll covers, backed by specific lifecycle assessment data, to help paper manufacturers reduce fossil resource dependence and track emissions.
New unemployment filings in Maryland fell significantly last week, offering a spot of positive news for the state's labor market as national claims also edged lower.
Investor Kevin O'Leary argues that rigid return-to-office policies are a competitive disadvantage, pushing high performers toward flexible employers and leaving companies with a diminished talent pool.
SoFi Technologies capped off a transformative 2025 with its first billion-dollar revenue quarter, fueled by explosive member growth and a strategic pivot toward fee-based services. As the digital finance leader sets ambitious targets for 2026, analysts are weighing its 'one-stop-shop' model against an evolving economic landscape.
Accent Group's strategic partnership with UK retail giant Frasers, including a planned rollout of Sports Direct stores in Australia, is drawing investor focus as it promises to reshape the footwear retailer's earnings profile. The move comes amid volatile share price performance, raising questions about the company's current valuation.
As Comcast shares languish near multi-year lows, a stark divide emerges between its market price and fundamental valuations. We examine whether the telecom and media giant's cash flow potential justifies a contrarian bet.
Saks Global moves to close over 60 Off 5th locations as part of Chapter 11 proceedings, signaling a strategic retreat from the competitive off-price segment to focus on core luxury brands.
Bilt's transition to a tiered rewards system forces its user base, largely comprised of renters, to recalculate the card's value. The changes, which require higher spending to unlock points on rent, have sparked confusion and a critical decision ahead of a fast-approaching deadline.
Despite posting robust quarterly earnings, Microsoft shares tumbled over 10% as investors balked at rising costs and a cautious outlook, raising questions about the sustainability of its AI-driven growth narrative.
Truist Securities has slightly lowered its price target on Tesla shares to $438, citing the significant capital expenditure required for the automaker's aggressive shift towards AI and robotics, despite a solid Q4 performance.
Investment firm TD Cowen has increased its price target on Tesla (TSLA) to $519, maintaining a Buy rating. The adjustment follows a fourth-quarter performance marked by strong margins and progress on autonomous driving projects, though tempered by higher capital expenditure forecasts and vague timelines for full self-driving technology.
Adobe's strategic acquisition of marketing intelligence platform Semrush Holdings marks a significant step in its mission to deeply integrate artificial intelligence across content creation and digital campaign management, aiming to bridge the gap between creative ideation and data-driven performance.
Salesforce expands beyond its CRM roots with a landmark $5.6 billion U.S. Army deal and a new joint venture, EMBERPOINT LLC, aiming to apply its AI and cloud platforms to national defense and wildfire response, signaling a major shift into mission-critical public sector infrastructure.
CIBC reaffirms its Outperform rating on Thomson Reuters (TRI) as the information giant accelerates its strategic push into AI-driven compliance and legal tools, launching new products in the US and UK markets.
TD Cowen lowered its price target on Atlassian (TEAM) ahead of earnings, highlighting strong fundamentals in service management and cloud migration but flagging weak traction in AI as a key medium-term overhang for the stock.
Analysts at Bernstein reaffirm an Outperform rating for Datadog, noting the company's strategic focus appears to be on internal development and smaller tech tuck-ins rather than pursuing large-scale deals like a potential GitLab acquisition.
