Oppenheimer Upgrades Unity to Outperform, Sees Growth Ahead
Oppenheimer upgrades Unity to Outperform, citing strong fundamentals, cost discipline, and growth potential despite AI fears.
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Credo Soars After Q3 Revenue Beats Estimates, Projects 200% Annual Growth
Credo Technology (CRDO) shares jump 9% after preliminary Q3 revenue exceeds expectations. Management forecasts over 200% growth for fiscal year 2026.
Morgan Stanley: Tesla Solar Manufacturing Could Add Up to $50B in Value
Morgan Stanley says Tesla’s move into solar manufacturing could add $25B–$50B to its energy business by boosting vertical integration and data center power supply.
AI Tax Tool Triggers Wealth Management Stock Selloff
Wealth management stocks plunge 6–11% as Altruist’s AI tax strategy tool sparks fears of automation disrupting traditional financial advisory services and driving fee compression.
Datadog Stock Soars on Strong Q4 Earnings Beat
Datadog (DDOG) shares jumped 15% after reporting Q4 revenue of $953M, beating estimates. AI-driven demand for cloud monitoring tools fuels growth with 603 customers spending $1M+ annually.
Hasbro Beats Q4 Expectations but Forecasts Cautious 2026 Growth
Hasbro reports strong Q4 results driven by Magic: The Gathering, but forecasts modest 2026 revenue growth amid consumer spending concerns and tariff pressures. The company announces a $1 billion share buyback program.