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.
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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.
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.