PagerDuty Beats Earnings but Plunges on Stalling ARR Growth and Flat 2027 Guidance
Weak ARR growth and flat FY2027 outlook lead to analyst downgrades and sharp drop in PagerDuty shares.
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HSBC's Conviction Play: Nio Rated Buy with $6.80 Target After Solid Q4 Momentum
HSBC upgrades Nio to Buy from Hold, raises PT to $6.80 citing Q4 profit, stronger 2026 volume growth & margin upside.
Ulta Beauty Stock Drops After Cautious 2026 Guidance Despite Strong Q4 Beat
Ulta Beauty beat holiday sales goals but gave lighter guidance for 2026 than Wall Street wanted, sending shares down 8% after hours.
Adobe CEO Shantanu Narayen to Step Down After 18 Years Following Record Q1 Results
Adobe smashed Q1 2026 records with $6.4B revenue and AI growth tripling, plus strong Q2 guidance. But CEO Shantanu Narayen is transitioning out, and shares fell 6% on AI competition fears.
Wave of Redemptions Forces Caps at Cliffwater's $33B Fund and Morgan Stanley's Vehicle
Morgan Stanley and Cliffwater limit redemptions on major private credit funds after record withdrawal requests in Q1 2026, signaling investor concerns over liquidity and loan quality in the $1.8T market.
Himax: The Hidden Supplier Powering Nvidia's AI Revolution and Apple's Smart Glasses
Hunterbrook report reveals Himax as stealth supplier of key optical components for Nvidia's AI data centers and possibly Apple's smart glasses. Stock jumps amid massive upside potential in CPO and AR tech.