The Bear Cave Warns Serve Robotics Faces a Rough 2026
Short-seller The Bear Cave warns that Serve Robotics' sidewalk delivery robots may disappoint investors in 2026 due to poor performance, public backlash, and limited restaurant adoption.
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DOJ Clears Path: Defense Production Act Could Override California’s Offshore Oil Ban for Sable
Jefferies analyst highlights a key DOJ opinion supporting the use of the Defense Production Act to bypass California laws halting offshore oil production and pipelines for Sable Offshore.
Credo Surges as Broadcom Delays AI Optics Shift to 2028
Broadcom confirms major AI customers will stick with copper cables in racks through 2028, boosting Credo shares while Lumentum and Coherent dip after Nvidia's optics investments.
AEO’s Holiday High: Record Revenue, 23% Aerie Growth, But Tariffs Loom for 2026
American Eagle Outfitters reports record Q4 sales up 10%, driven by Aerie's 23% comp growth and smart marketing. Shares dip despite beating estimates; FY2026 forecasts mid-single-digit sales rise amid tariff challenges.
Mobix Labs Scores New Deals for Gulfstream Jet Parts
Mobix Labs lands fresh orders for high-tech parts in Gulfstream's advanced business jets, boosting production and reliability in aviation electronics.
Mizuho Ditches Airbnb for Booking Holdings as OpenAI Drops ChatGPT Checkout Plans
Mizuho upgrades Booking Holdings as its new top Internet stock pick over Airbnb, seeing a big relief rally after OpenAI drops direct shopping checkout in ChatGPT.