VinFast shows rapid top-line expansion—77% growth last year and an even faster pace across the first two quarters—while relying mainly on vehicle sales. The company reports sustained net losses, -$2.16B free cash flow, -$3.84B equity, concentrated insider ...
XPeng reported rapid revenue growth in 2025 with quarterly gains of 138%, 125%, and 102% and revenues projected to rise from $5.60B to $11.40B. Deliveries reached 355,209 vehicles in 2025, with heavy emphasis on autonomous technology, robotaxis, and licen ...
SoftBank sold its entire Nvidia stake to reallocate capital to other large-scale AI projects, and Peter Thiel also exited with no confirmed reason. The stock remains near record highs ahead of earnings; key items include revenue, next-gen chip demand, gui ...
A mid-November review finds major indexes supported largely by a few mega-cap technology stocks while many components lag. Nvidia is roughly 8% of the S&P 500 and the Magnificent Seven comprise about 37% of index weight. Breadth is weak; capital is rotati ...
Yeti’s stock climbed after its earnings report last week as modest revenue growth led management to raise the full-year outlook; quarterly net income fell 30% year over year while net margin remained 8%. Costco reported 8.1% revenue growth and digital sal ...
Michael Burry disclosed a position against Nvidia and Palantir amid AI valuation concerns as a market pullback unfolded. A government shutdown halted scheduled economic releases and, per Treasury Secretary Scott Bessent, is weighing on the economy. SPY su ...
Take-Two slid 8% after a four-month delay for Grand Theft Auto VI while remaining 26% YTD; GTA V generated $8.6 billion. Take-Two reported 31% revenue growth and recent bottom-line improvement; Zynga was acquired in 2022 for $12.7B. General Dynamics poste ...
AMD has risen over 100% year-to-date amid AI-driven demand and large cloud and data center agreements. Ahead of the November 4 after-market earnings release, revenue is expected to grow ~28% year-over-year and EPS by 30-35%, with export rules and valuatio ...
Hims & Hers (HIMS) reports earnings Nov 3 after market close as the stock sits up over 80% YTD. The company has broadened from men's into women's care, added international markets and new products, but faces a 2.4M user base, high Beta and stretched valua ...
Large-cap technology firms posted record earnings while the Federal Reserve implemented a rate cut last week. Markets reacted unevenly as heavy AI infrastructure spending pressured margins and guidance on further cuts was limited. SPY reached 689.88 then ...
