News und Analysen

The Trade Desk (NASDAQ:TTD), a digital ad-buying platform provider, closed Thursday at $29.79, up 18.36%. The stock rallied after reports of exploratory OpenAI ad-sales talks and a large CEO share

Ophir Asset Management initiated a new position in Magnite (NASDAQ:MGNI) during the fourth quarter, purchasing 2,384,187 shares worth $38.70 million, according to a February 17, 2026, SEC filing.

With its shares already down roughly 28% from an all-time high of $134 reached in mid-June, Netflix (NASDAQ: NFLX) has faced significant challenges over the past few months. The situation came to a

On February 17, 2026, Portolan Capital Management disclosed a buy of Baidu (NASDAQ:BIDU), adding 259,101 shares in the fourth quarter for an estimated $32.16 million based on quarterly average

Meta Platforms (NASDAQ: META) shocked investors when it announced plans to spend between $115 billion and $135 billion on capital expenditures this year, mostly on its artificial intelligence

When investors think about MercadoLibre (NASDAQ: MELI), the debate usually centers on the next quarter: margins, shipping subsidies, competition in Brazil, and credit growth trends.

But short-term

MercadoLibre (NASDAQ: MELI) reported excellent growth for the fourth quarter of 2025, but its net margin fell by more than four percentage points compared to the same period a year ago. In this

In what will likely go down as one of the more drama-filled acquisition sagas in recent years, it finally looks as if Paramount Skydance (NASDAQ: PSKY) has emerged as the winner in the battle over

When it comes to investing, it's fairly easy to measure success. After all, people invest to make money. It's important to remember that short-term hiccups due to geopolitical and economic concerns

Barton Crockett at Rosenblatt Securities believes Meta Platforms (NASDAQ: META) is undervalued at its current share price of $653. His target price of $1,144 per share implies 75% upside.

Keith

There are currently just 12 companies with a market cap of $1 trillion or more, but only four are members of the elite $3 trillion club: Nvidia at $4.3 trillion, Apple at $3.8 trillion, Alphabet at

Shares of Adobe (NASDAQ: ADBE) tumbled immediately following the company's fourth-quarter earnings release in December, contributing to a massive 38% decline over the past 12 months. Yet the company

MercadoLibre (NASDAQ: MELI), an e-commerce platform operating in Latin America, has faced significant headwinds over the past year. The company's latest quarterly update sent yet another warning to

On February 17, 2026, Kemnay Advisory Services Inc. disclosed a buy of MercadoLibre (NASDAQ:MELI) shares.

According to a SEC filing dated February 17, 2026, Kemnay Advisory Services Inc. increased

When it comes to stock investing, popularity does not always translate into gains. One only has to look at ad platform The Trade Desk or social media site Pinterest to know that user traffic does

Snowflake (NYSE: SNOW) is the creator of the Data Cloud, a platform where large organizations can aggregate their valuable information even if it's stored across multiple cloud providers like Amazon

Artificial intelligence (AI) spending is not showing signs of slowing down. Gartner expects worldwide spending to increase 44% this year to $2.5 trillion. This growth could benefit several companies

IBM (NYSE: IBM) is one of my largest holdings. I've owned it for around a decade, buying into the turnaround before it actually happened, correctly believing that this company, which is more than a

Recent news coming out of Meta Platforms (NASDAQ: META) and Amazon (NASDAQ: AMZN) offers the latest proof for why Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is one of the best artificial intelligence

On February 17, 2026, Grizzlyrock Capital disclosed in a new SEC filing that it increased its position in Magnite (NASDAQ:MGNI) by 181,000 shares, with the estimated transaction value at $3.00

HubSpot (NYSE: HUBS) is reinventing its growth model around artificial intelligence, and the market may be mispricing what that means for future earnings. If revenue accelerates and margins expand

Shopify (NASDAQ: SHOP) just delivered a 15-fold surge in AI-powered search orders after integrating Google AI into its platform. With revenue growing by more than 30% but margins tightening, this

After crushing the market in 2025, Shopify (NASDAQ: SHOP) has had a very different experience this year, at least so far. The stock is down 25% since 2026 started.

Will the e-commerce specialist