Explainer News

Nvidia lagged megacap peers amid valuation concerns, China headwinds, and AI bubble fears, though pullback improved multiples and Wall Street remains bullish on long-term growth catalysts.

PDD’s retailer has been able to cater to a global audience at lower costs and ultra-low product prices, but a bleak new future looms.

Although revenue growth has cooled, both Hilton and Marriott have continued to beat revenue and profit estimates in recent quarters while rolling out ambitious expansion plans.

Geopolitical tensions lifted critical metal stocks as U.S. reshoring efforts, government backing, and supply fears drove gains.

XOM and CVX are holding their ground—even as crude prices slide—by leaning on scale, deals, and fiscal discipline.

Trump has inserted himself into the media industry this year, stoking concerns about heightened political oversight and influence.

Inflation eased, and yields fell, lifting stocks, but stretched valuations and cautious retail sentiment temper optimism.

Nike lost a good chunk of its “cool” factor in just a few years, with missteps at the top resulting in a downturn. CEO Elliott Hill’s turnaround is happening, but just not as fast as many expected.

XPeng has outperformed Tesla in 2025, driven by strong delivery growth, expanding EV lineup, and improving margins.

The stock has slumped nearly 70% in the year through Wednesday’s close; last year, it almost doubled, aided by Trump’s successful re-election.

The two companies are joining forces in a $2.5 billion deal to bring their offerings under one roof, boosting revenue and profit as growth tapers.

Massive gains in a little-known Indian semiconductor firm were driven by hype and a limited float, overshadowing concerns about losses, disclosures, and regulatory scrutiny.

Ming-Chi Kuo discussed his thoughts on the Moseeker podcast.

BP seems to be creating history by naming its first woman CEO and also the first among the big oil companies, setting a precedent for a changing oil and gas landscape.

After a strong Q1 report in September, investors and analysts are looking for another solid showing to confirm that the turnaround is delivering tangible gains.

Coach handbags and Ralph Lauren dresses have all benefited from this veteran executive’s touch, helping them win back lost customers and boost profits.

AI-driven memory demand pushed Micron’s revenue and margins sharply higher, giving it clearer growth visibility and stronger profitability than Oracle and Broadcom after earnings.

The hikes have been driven by higher raw-material costs and rising overheads such as packaging and transportation.

Despite the investor’s bearish warnings, earnings growth, strong margins, resilient economic forecasts, supportive Fed policy, and sustained AI spending suggest the bull market remains intact.

The world is buzzing again about something Elon Musk could do, and this time it is the ticker for SpaceX. Polymarket has some interesting insights to offer.

The Canadian hedge fund manager, known for his early bet on Carvana, has emerged as a key stock picker.

Tesla’s long-simmering tensions with California have flared again after state regulators ruled its Autopilot and Full Self-Driving marketing misleading, threatening sales restrictions.

Even as Boeing reels from a plethora of production delays, Emirates seems to be showing its confidence in using the U.S. company’s planes by refurbishing them and offering premium seating.

Freddie Mac and Fannie Mae have been in the spotlight throughout the year for several reasons, beginning with the departure of former CEO Diana Reid as William Pulte took charge of U.S. Federal Housing.

Critics argue that such “circular deals” artificially inflate revenues and valuations, heightening concerns about the risk of an AI bubble.

Heavy capital spending, data center delays, accounting scrutiny, and waning AI enthusiasm have weighed on CoreWeave’s shares, even as retail traders stay bullish and analysts still see meaningful upside.

Legacy automakers GM and Ford have regained investor favor as EV demand cools, fundamentals strengthen, and Tesla’s momentum moderates amid valuation and affordability concerns.

Mass shootings in the U.S., and deaths in such incidents, are at multi-year lows, data show.

With new-home buyers looking past building one from scratch, Lennar has seen sales decline and has tried to attract new customers through its sales incentives.

Big Tech is exploring space-based data centers to power AI, leveraging solar energy and scalability amid intensifying global limits, costs, and environmental constraints on terrestrial power.

With their unique strengths in a growing market, both Monster and Celsius have emerged as strong bets for investors.

What started as a lockdown convenience has turned into a lifeline, fueling Klarna and Affirm’s rise, rattling investors, and reshaping how Americans shop for essentials.

Long-term contracts, GPU expansion, and analyst optimism suggest upside despite fragile neocloud economics and margin risks.

A new lawsuit against the BBC caps a year in which Trump intensified attacks on the media, while expanding his influence through Truth Social.

Cruising is turning out to be a favourite activity for Americans saving up to spend on vacations, which are unique experiences, and cruise operators are not leaving any stone unturned to ensure demand keeps pouring in.

The Children’s Place was once the go-to place for parents to shop for their kids, but it has lost its old charm, though a regrowth strategy is now in the works.

ASTS stock surged to record highs despite delays, losses, and bloated valuation, as retail optimism clashes with analyst caution ahead of the crucial BlueBird 6 launch.

Previously, top AI companies have faced a string of complaints and lawsuits from authors and news publishers over copyright infringement.

A more cautious consumer is now putting the growth of Hoka and UGG to the test, with sales growth slowing and the only green light being the holiday season.

Rivian’s stock rebound is driven by faster delivery growth, expanding software revenue, and AI-led autonomy ambitions, though profitability, liquidity, and mass-market launches remain key risks.

iRobot sold about 50 million robots in its 35-year run.

Two of the world’s most iconic marketers tried to automate holiday magic — and sparked a consumer backlash instead.

OpenAI says it’s “almost certain” we’ll build superintelligence in the next ten years.

Disney’s $1B OpenAI partnership offers strategic AI entry and content advantages, but investor sentiment remains muted as the stock trades sideways despite potential long-term benefits.

If online retail brought shopping to our fingertips, agentic shopping removes it altogether—automating purchases in the background while humans get on with life.

SanDisk’s post–spin-off surge reflects booming AI-driven NAND demand, stronger margins, and data center growth, though analysts warn its rapid rally may outpace near-term earnings strength.

RH jumped after earnings, but not nearly enough to make a dent in its more than 60% slide this year.

Lululemon joined peers Nike and Puma to bring a change at the helm, a move intended to drive growth amid challenging U.S. sales and a lack of proper innovation that have weighed on revenue and profits.

The cannabis industry is enjoying renewed momentum under Trump, whose administration has adopted a notably more accommodative approach toward the drug and its related products.

The earnings call flipped initial after-hours gains into losses, underscoring the market’s heightened sensitivity to anything perceived as a slowdown in AI momentum.