Argus Turns Cautious on Duolingo: User Growth Push May Slow Revenue in 2026
Argus downgrades Duolingo stock from Buy to Hold, citing pressure on revenue from focus on daily user growth via chess, math, and music expansions.
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Macy’s Q4 Earnings Beat Expectations as Tariff Hit Eases in H2 – Shares Jump
Macy’s exceeded its Q4 and full-year 2025 guidance, with comparable sales up 1.8% and record holiday performance at Bloomingdale’s. Shares jumped as tariff pressures are expected to ease in the second half of 2026.
Block Reborn as Neobank? Upgrades from Truist and Rothschild Signal Renewed Confidence Post-Layoffs
Truist upgrades Block to Buy with $77 target after 40% workforce cut & AI savings. Rothschild lifts to Neutral, citing Cash App Borrow growth & neobank valuation—mixed views on loan risks.
New Fortress Energy to Separate Brazil Operations in Landmark Debt-Cutting Restructuring
New Fortress Energy will separate its Brazilian operations into standalone BrazilCo as part of a UK restructuring plan slashing debt from $5.7B to $528M. New NFE emerges leaner; deal closes mid-2026.
CF Industries Faces Downgrade as Mizuho Warns Middle East Conflict Gains Are Already Priced In
Mizuho downgrades CF Industries to Underperform from Neutral. Analyst warns Middle East conflict gains in fertilizer stocks are overdone and temporary.
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.