After a significant pullback in its share price, Netflix finds itself at a critical valuation crossroads. We analyze the numbers behind the recent weakness and what they mean for investors gauging the company's future.
Tesla's stock, a bellwether for the electric vehicle revolution, faces intense scrutiny as valuation metrics signal a significant premium. While long-term returns remain impressive, recent volatility and fundamental analysis raise questions about whether the current price fully accounts for mounting competition and execution risks.
MP Materials' stock has surged over 150% in the past year, riding the wave of critical mineral supply chain focus. Yet, a deep dive into its valuation reveals a stark contradiction: while a cash flow model suggests significant undervaluation, its sky-high revenue multiple signals caution. Investors are left weighing its strategic position against its current price tag.
Snap Inc. reported a pivotal Q4 2025, showcasing a strategic shift towards profitable growth with a 59% gross margin and positive net income. The company is balancing user growth with monetization, nearing 1 billion monthly active users, while gearing up for the consumer launch of its augmented reality glasses, Specs, later this year.
Shares of Blue Owl Capital have tumbled nearly 50% over the past year, starkly underperforming the broader market and raising questions about its valuation and future prospects. We examine the conflicting signals from different valuation models and what they mean for investors.
The U.S. Equal Employment Opportunity Commission is investigating claims that Nike engaged in discriminatory practices against white workers in hiring, promotions, and training programs, escalating a legal battle over corporate diversity initiatives.
SLB's stock has climbed over 25% this year, fueled by optimism around Venezuela's potential oil market reopening. However, recent weakness suggests the rally may be overheating, and investors might find better entry points as the initial enthusiasm cools.
CNBC's Jim Cramer reaffirmed his longstanding position in Salesforce (NYSE: CRM), held for 'years and years' by his Charitable Trust portfolio, even as the cloud software giant faced recent volatility among S&P 500 constituents.
CNBC's Jim Cramer singled out Alphabet Inc. (GOOGL) as a top-tier investment, praising its consistent performance and market-beating returns. He highlighted the tech giant's diversified strength across search, cloud, and AI as key drivers.
Workday shares have tumbled sharply as investor enthusiasm pivots to pure-play AI agents, raising questions about the HR software giant's strategic positioning and premium valuation. We examine whether the selloff presents a buying opportunity or signals deeper structural challenges.
Snap Inc. reports a decline in daily active users for Q4 2025, even as revenue grows. The dip, attributed partly to geopolitical bans, comes at a pivotal moment as the company prepares to launch its AR Spectacles into a fiercely competitive market dominated by Meta.
Klarna has joined Google's Universal Commerce Protocol, deepening their partnership to standardize AI-driven shopping and payments. The move aims to streamline cross-platform checkouts but unfolds as investors question the valuation and tangible impact of AI in commerce.
A new AI tool from Anthropic sparked a broad sell-off in tech stocks, dragging down sector leader Nvidia. CEO Jensen Huang pushed back against fears of software obsolescence, calling the market reaction 'illogical'.
Ad tech firm Consumable Inc. has acquired Radio.com and Mark Cuban's Fireside platform, merging them to build a new streaming service aimed at empowering creators in an AI-dominated media landscape, backed by a multi-million-dollar artist fund.
At a major Wall Street Journal conference in Palm Beach, financial leaders from Blackstone, Citi, and Lazard grappled with the immediate market fallout and long-term implications of an AI startup's latest move, revealing a stark divide between panic and opportunity.
The crypto asset manager has launched seven model portfolios, leveraging both proprietary and third-party ETFs, to provide financial advisors with structured pathways for client exposure to digital assets.
Horace Mann Educators posted a 6.3% year-over-year revenue increase to $434.8 million in Q4 2025, though it slightly missed top-line estimates. Earnings per share of $1.21 edged past consensus. The insurer's push into new markets and partnerships fuels growth, but management warns of returning catastrophe costs and inflationary pressures ahead.
In a major policy shift, the U.S. Commodity Futures Trading Commission has withdrawn a proposed rule that sought to outlaw prediction contracts on political events, clearing regulatory uncertainty for the growing industry.
CNBC's Jim Cramer expressed caution on Axon Enterprise (NASDAQ: AXON), suggesting the stock remains 'too heavy' despite its role in high-profile law enforcement contracts. The commentary comes as the company's technology faces increased public and regulatory examination.
The Department of Homeland Security is scrambling to contain a mounting constitutional crisis after six of its former top lawyers jointly condemned ICE's controversial practice of using administrative warrants to enter private homes—a move legal experts say flouts Fourth Amendment protections.
