Bilibili Gets a Boost: JPMorgan Upgrades to Overweight, Sees Upside Thanks to AI Investments
JPMorgan bullish on BILI: AI investments fuel engagement, 25%+ ad revenue growth. "Solid profit compounder" with strong upside potential.
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Nuclear Startup Oklo Reports Wider Annual Loss as R&D Costs Surge
Pre-revenue Oklo reports wider-than-expected 2025 loss of $0.72/share. Stock struggles persist despite regulatory progress focus.
Lululemon’s Conservative 2026 Outlook Heaps Pressure on Brand Amid CEO Search and Founder Feud
Lululemon projected conservative 2026 revenue of $11.35B–$11.50B (2–4% growth) and EPS of $12.10–$12.30, below Wall Street expectations. Shares dropped as the brand hunts for a new CEO amid founder Chip Wilson’s board push, quality complaints, and rising competition.
From $300B to $600B: Andy Jassy Sees AI Doubling AWS's Future Size
Amazon’s (AMZN) Andy Jassy said during an internal employee meeting that AI could push AWS annual sales to $600B within a decade—doubling his prior $300B forecast—from the current $128.7B.
Leaked Memo: Publicis No Longer Recommends The Trade Desk Following Third-Party Audit Red Flags
Leaked Publicis memo urges clients to steer clear of The Trade Desk DSP following failed third-party audit on fees, opt-ins, and transparency. TTD denies claims.
Lumentum Lands Massive Multibillion-Dollar OCS Deal
Executives highlight strong execution and new multibillion OCS pact at OFC 2026—replacing $400M guidance for years of revenue growth in cloud/AI networking.