GoPro Scores Major Patent Win: Insta360 Faces U.S. Import Ban, Ambarella Stock Plunges
GoPro wins big in patent dispute with Insta360, leading to U.S. import bans. Ambarella stock drops 17% as key customer hit; GoPro shares rise 8%.
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Nike Faces Tough Times in China: BNP Paribas Warning
BNP Paribas highlights ongoing weakness for Nike in China after retailer Pou Sheng's profit alert, questions unusual Q3 earnings timing, and keeps Underperform rating—while Adidas shows strength.
Rocket Lab 2025 Recap: Revenue Records, Key Acquisitions, Neutron Timeline Shift
Rocket Lab crushed it in Q4 2025: record $180M revenue, $1.85B backlog (+73%), acquired NZ's Precision Components for more manufacturing power, signed 4 more BlackSky launches. Neutron first flight now Q4 2026 due to tank test issue.
Trump Media Eyes Truth Social Spin-Off in Fusion Power Merger Shake-Up
Trump Media & Technology Group (TMTG) is considering spinning off Truth Social into a new entity (“SpinCo”) following a merger with TAE Technologies.
Zscaler’s Solid AI-Powered Quarter Isn’t Enough for Nervous Investors
Zscaler reports 26% revenue growth & raised FY26 guidance, yet shares fall 11% post-earnings amid AI fears in software stocks.
Duolingo's User-First Bet Triggers Major Downgrades and Price Target Slashes
Wall Street analysts from JPMorgan, Morgan Stanley, and Citi have downgraded Duolingo (DUOL) stock with big cuts to price targets, as the company shifts focus to user growth over quick profits in 2026.