A sharp selloff in technology shares moderated by Wednesday's close, though the sector remained under pressure as concerns over AI's disruptive potential mounted. Capital rotated decisively toward value-oriented and small-cap stocks, highlighting a significant shift in market sentiment.
Following a 10% sell-off, Microsoft shares trade near a three-year low on forward earnings. Analysts debate whether the drop is a market overreaction to strong fundamentals, pointing to Azure's 39% growth and historical rebound patterns.
Aubrey Capital Management has completely exited its position in MercadoLibre, a move that highlights shifting investor sentiment amid the company's margin pressures and intensifying regional competition.
Despite posting strong quarterly results and aggressive buybacks, electronic trading giant Virtu Financial trades at a steep discount. Analysts see a potential double as its resilient business model and capital returns clash with regulatory headwinds.
A detailed analysis raises serious concerns about Frontier Group Holdings' financial sustainability, arguing that its reliance on aircraft sales masks a core business that continues to burn cash. With mounting fixed costs and intense competition, some predict a restructuring could be on the horizon.
Despite recent share price pressure, Ferrari N.V. (NYSE: RACE) presents a compelling case as a defensive luxury compounder. Its deliberate strategy of controlled scarcity, exceptional margins, and disciplined capital allocation underpins a resilient business model that may be undervalued in the current market.
Insurance giant Chubb Limited surpassed revenue and profit expectations for the fourth quarter of 2025, fueled by robust growth across its global property & casualty and life insurance segments, alongside record investment income.
Despite recent stock volatility, Global-E Online Ltd. (NASDAQ: GLBE) is drawing investor attention for its pivotal role as the behind-the-scenes infrastructure for international e-commerce. With a renewed strategic partnership with Shopify and a recent milestone of GAAP profitability, analysts debate whether its high-growth trajectory justifies its premium valuation.
IAC reported Q4 2025 revenue that modestly beat expectations, though sales fell 10.5% year-over-year. The digital media giant's non-GAAP earnings per share of $0.16, however, missed analyst forecasts by a staggering 85%, highlighting intense margin pressures even as its core digital business grows.
The data storage giant's robust quarterly results and aggressive share repurchase plan highlight its strategic positioning to capitalize on soaring demand from AI and data centers.
U.S. wheat futures edged lower in Wednesday's session, with all three major classes showing modest declines as traders await key export sales figures for market direction.
U.S. corn futures posted modest gains in midday trading Wednesday, supported by fresh export sales data and anticipation of upcoming USDA reports. The market's resilience comes amid mixed signals from the ethanol sector.
Soybean prices rallied sharply at midday following a reported phone call between former President Trump and China's President Xi, with discussions centering on a potential increase in Chinese purchase commitments.
As Amazon prepares to report its fourth-quarter results, investors are weighing robust cloud reacceleration against hefty AI investments. With the stock lagging behind Magnificent Seven peers, tomorrow's call could set the tone for its 2025 trajectory.
A surge in short-term call option activity for Advanced Micro Devices (AMD) suggests some investors are positioning for a swift recovery, despite the stock's sharp 16% drop following strong quarterly results.
Anduril co-founder Palmer Luckey argues that AI-driven manufacturing will slash costs so dramatically that major purchases like vehicles and homes could become radically affordable, pointing to regulatory hurdles as the main barrier.
The U.S. services industry expanded at its quickest pace in months, according to the latest ISM data, mirroring a parallel surge in manufacturing activity and signaling underlying economic resilience despite persistent tariff pressures and inflation concerns.
U.S. Central Command forces executed five coordinated strikes against multiple Islamic State targets in Syria over the past week, deploying 50 precision munitions to destroy key logistical and weapons sites in an operation aimed at preventing a militant resurgence.
In a candid interview, Microsoft co-founder Bill Gates labels his past interactions with convicted sex offender Jeffrey Epstein as "foolish," while forcefully denying newly surfaced allegations linked to the financier. His ex-wife Melinda French Gates also reflects on the personal toll of the scandal.
Secretary of State Marco Rubio confirmed Iran's request to relocate planned nuclear discussions from Turkey, as diplomatic maneuvering intensifies ahead of a potential Friday meeting. Rubio outlined key U.S. prerequisites for substantive dialogue amid regional tensions.
