Explainer News

He pointed out that the polished feed aesthetic is slowly being replaced by raw, imperfect content.

Redwire’s 2026 might be a better run than 2025, with the U.S. government’s “Golden Dome” missile defense initiative as well as the U.S. Army's Long-Range Reconnaissance program.

Mainland Chinese firms dominate the Hong Kong Stock Exchange.

Building on AI, Shopify has become an e-commerce platform that helps small businesses and merchants on its site thrive through AI capabilities, a move that is boosting its stock.

Several state AI and tech rules took effect on Jan. 1, with more coming as the new year progresses.

A revamp at Chili’s has helped Brinker outpace the broader slowdown in the restaurant industry and drive traffic up.

Global equities delivered strong returns despite geopolitical tensions, tariff shocks, and macro uncertainty, with solid corporate earnings growth, easing monetary policy expectations, and AI-driven investment acting as key stabilizers.

From Walmart to Lululemon, top consumer and retail companies are swapping leaders as tariffs bite, demand softens, and boards lose patience.

Once a model of steady growth, Gartner heads for its worst stock performance in decades as enterprise spending tightens and confidence cracks.

JFrog’s stock has outperformed most high-profile AI names, supported by a strong technical setup and the company’s improving growth profile.

OpenAI has been tight-lipped about its forthcoming AI device.

The industrial giant is finding new growth far from construction sites—by becoming a critical enabler of AI data centers and power-hungry digital infrastructure.

The “Big Short” investor has taken a long position in Molina and likened it to an early-stage GEICO, arguing the insurer is undervalued and offers a clearer path to long-term earnings growth than many large-cap peers.

Musk recently disclosed purchasing a new site for a data center complex, even as the expansion of xAI’s Memphis site is underway.

For Webull, the IPO was a great one, but market volatility has affected shares, which could have otherwise seen a liftoff given steady revenue growth.

Innodata operates as an AI enabler rather than a core AI platform, but is delivering strong revenue and EBITDA growth and guiding for 45%+ organic growth in 2025.

The year’s standout meme stock is losing momentum, down 45% from its September peak.

While its primary focus has been Southeast Asia, the company is attracting growing interest as it pivots toward AI-driven acquisitions to strengthen and expand its ecosystem.

Consumer stocks that saw the largest jump in followers on Stocktwits are down sharply year-to-date, underscoring retail traders’ appetite for volatility over fundamentals.

Tesla’s stock strength is decoupling from auto fundamentals, with the outperformance now hinging on robotaxis and AI optimism despite a maturing, slowing EV business.

Pentagon backing for more AI-powered data solutions and a part of the Golden Dome contract has helped Sidus Space see a surge.

Meta on Monday announced the acquisition of Manus, an AI agents startup, capping a busy year of AI development and acquisitions.

This year witnessed more boardroom battles than ever, with Lululemon becoming the latest to see a fight as the year comes to a close.

AppLovin has delivered standout revenue growth and industry-leading margins, but its elevated valuation leaves little room for missteps as growth inevitably moderates.

The Finnish company pivoted aggressively towards AI-enabled networking products and services, and data center solutions under a new chief executive.

Vanda’s shares have surged since mid-November ahead of a pivotal FDA decision on tradipitant for motion sickness, a binary event that could unlock a new market and drive further upside, with additional regulatory catalysts ahead.

Wall Street’s attention was diverted to Luckin Coffee and Dutch Bros, which, in many ways, have become the choice for consumers seeking both coffee and healthy drinks.

Overall, 2025 shaped up to be a busy and significant year for Alibaba, with fast-growing AI initiatives, firmer cloud trends, and healthy stock appreciation.

Palantir delivered strong fundamentals and outsized stock gains, but extreme valuation, insider selling, and divided analyst sentiment continue to fuel skepticism despite accelerating growth and expanding margins.

At current levels, there is a lot of optimism around Oklo, but concerns regarding pre-revenue growth have also been visible, with the stock enjoying momentum before anything material has emerged.

Developments involving Trump outside the media business often spill over into DJT trading.

Corporate flyers and higher-income group travelers are more than willing to shell out money mainly for comfortable travel, a trend that even low-cost carrier JetBlue is trying to capitalize on.

Both IREN and Nebius have emerged as standout neocloud beneficiaries of the AI infrastructure boom, but they represent two distinct ways to play the theme.

Meta’s ad-driven revenue growth remains robust, but heavy AI spending, tax-related earnings volatility, and accounting concerns have weighed on investor confidence.

Barrick dropped “GOLD” from its name as part of its push into copper, in a year when a gold rally is expected to boost its valuation.

Lucid’s stock has badly lagged the broader market and EV peers, reflecting years of revenue stagnation, production challenges, and ongoing losses despite strong financial backing.

An interim who was named full-time CEO of Chipotle and has the backing of Bill Ackman is navigating a highly volatile fast-food environment burdened by higher costs, tariffs and slowing consumer spending.

Jack in the Box may take a bigger hit than rivals McDonald’s and Shake Shack, as the fast-food industry struggles with changing consumer preferences and a wobbly macro environment.

As inference heats up and rivals close in, Jensen Huang makes a surprise move that could reshape Nvidia’s long-term dominance.

Regulatory thaw, political backing, and late-stage data are propelling psychedelic drugmakers into the biotech spotlight — with Compass Pathways and Mind Medicine leading the charge.

Hims & Hers has drawn scrutiny for selling compounded GLP-1 treatments – lower-cost, unapproved alternatives to blockbuster weight-loss drugs made by Eli Lilly and Novo Nordisk.

Government backing, factory expansion, and global deals are turning eVTOL hype into real-world momentum.

Robotaxi momentum is lifting Tesla stock, as Waymo still leads, China accelerates competition, and analysts see autonomous rides as a significant long-term driver of valuation for growth.

OPEN’s stock is down about 40% from its mid-September peak.

Nike has been trying to right its playbook, and for that, it has had consistent support from Cook, someone who has been around to see the company fall and pick itself up again.

“High salaries, no talent, really low ratings,” Trump says in his attack against late show hosts at CBS, ABC, and NBC.

A 1,900% rally, Phase 3 wins, and takeover chatter around Eli Lilly have transformed Abivax from a risky clinical bet into a strategic asset with real optionality.

AST SpaceMobile’s shares have built on the momentum of its Bluebird launches as well as several deals with the likes of Verizon and the U.S. government.

The car rental company could have a major play in robotaxis in the future, a new analysis predicts.

PVH Corp is pushing a DTC reset amid tariffs, Europe woes, and a shaky transition year.