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.
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USA Rare Earth Bolsters US Supply Chain with TMRC Acquisition and Round Top Takeover
USA Rare Earth buys Texas Mineral Resources Corp. in a $73M deal, gaining total ownership of North America's top heavy rare earth deposit to strengthen US supply chains for tech and defense.
Bernstein Warns: CoreWeave's AI Cloud Moat May Not Hold Against Big Tech Giants
Bernstein starts CoreWeave coverage with Underperform rating and $56 target, warning hyperscalers like AWS, Azure, and Google will compete aggressively in GPU cloud and erode CoreWeave’s edge.
Payments Reboot: BofA Restarts Coverage with 5 Buys and Attractive Entry Points
BofA reinstates coverage with Buy ratings on Visa, Mastercard, Block, Affirm, Klarna — Neutral on PayPal.
JD.com's Q4 2025 Earnings: Modest Growth Amid Economic Headwinds and Fierce Competition
JD.com posts modest Q4 revenue growth but swings to a loss due to competition and new investments; announces dividend and buybacks in tough China market.
OpenAI Teams Up with The Trade Desk: Early Talks Spark Stock Surge
The Trade Desk stock jumped over 18% in premarket after reports of early talks with OpenAI to power ChatGPT ads. A major boost as OpenAI targets $17B revenue with 910M users.