#investor-sentiment

#investor-sentiment

Subscription & Support, which generates 95.5 percent of the company's total revenue with $10.7 billion, saw 13 percent growth on an annual basis. Each segment within this division is now called Agentforce, a clear move to place AI even more centrally in external communications. However, expectations for the coming year ($45.8 to $46.2 billion) are on the low side compared to the $46.06 billion predicted by analysts.

Headline numbers were solid: revenue grew 15% year-over-year to $2.59 billion, adjusted EPS of $1.03 beat expectations, and next-generation security ARR jumped 33% to $6.33 billion. But management trimmed its full-year profit outlook due to acquisition costs, and Q3 EPS guidance missed expectations, sending shares down 5-7% in after-hours trading.

Differentiating from other social media powerhouses like Facebook or Instagram, Reddit has shifted its niche to a data engine. Spencer Platt/Getty Images Its fourth quarter 2025 earnings: Q4 2025 earnings increased 70% year-over-year to $726 million. Full-year revenue $2.2 billion. Digital advertising increased 75% in Q4. Analysts are focused on Reddit's "human" conversations, like the threads you often see, and are using them to train AI models.

For one, there's the sheer speed and breadth of it. In the span of two days, hundreds of billions of dollars were wiped off the value of stocks, bonds and loans of companies big and small across Silicon Valley. Software stocks were at the epicenter, plunging so much that the value of those tracked in an iShares ETF has now dropped almost $1 trillion over the past seven days.

The resilience of gold above $4,800 per ounce at this stage reflects a delicate and complex balance between traditional supporting factors and emerging pressures-one that cannot be superficially interpreted or reduced to the movement of the dollar alone. It is true that the U.S. dollar's retreat from its recent peaks, after failing to sustain its recovery momentum from a four-year low, provided gold with a short-term breather and attracted some buyers.

The company said Sunday night that it planned to raise up to $50 billion in debt and equity during the 2026 calendar year to fund additional data center capacity for its cloud customers. The market's initial reaction was favorable, with Oracle shares rising about 2% in early trading, as investors took the announcement as confirmation that demand for AI infrastructure remained strong and contracted. The market seemed to feel confident that Oracle actually had a plan to address its roughly $100 billion debt load.

The AI lab has begun informal talks with Wall Street banks and hired new finance executives to prepare for the listing, according to a report from The Wall Street Journal. Representatives for OpenAI did not immediately respond to a request for comment from Fortune. But while the company is currently valued at $500 billion, it has said it doesn't expect to turn a profit until 2030.

Rivian Automotive ( NASDAQ:RIVN) delivered 42,247 vehicles in 2025, down 18% year over year, yet the stock surged 49% over the past 12 months. The company's $23.8 billion market cap reflects investor belief in its Amazon delivery van partnership, optimism around its upcoming R2, and adventure-focused consumer trucks. Third quarter revenue hit $1.56 billion, up 78% year over year, though the company still burns cash with a negative 3.1% gross margin.

Bank of America's "Bull & Bear Indicator" rose from 7.9 to 8.5 in the last few days, triggering its contrarian "sell" signal for risk assets, according to a note from analyst Michael Hartnett and his colleagues seen by Fortune this morning. The indicator is derived from BofA's regular fund manager survey, which asks 200-plus investment managers about their appetite for risk. The logic of the Bull & Bear Indicator is that when everyone in the market is bullish, it's time to leave.

Revenue reached $1.63 billion, beating the $1.59 billion consensus by 2.8% and climbing 25.1% year over year. Gross profit jumped 34.2% to $432 million, and the company added approximately 7,500 net new locations to reach 156,000 globally. Annual recurring revenue (ARR) surpassed $2.0 billion, up 30% from the prior year. The operational metrics paint a picture of a business firing on most cylinders.

U.S. stocks have made furious rebounds, setting fresh record highs and eroding the outperformance that European markets have enjoyed for much of this year. The S&P 500 is now up 13% year to date and the Nasdaq is up 17%. As recently as late June, when the broad market index had retaken its prior all-time high, both were up 5%.

i-mobile Co., Ltd. reported a significant increase in its financial performance for the fiscal year ending July 31, 2025, with net sales rising by 14.9% and profit attributable to owners of the parent increasing by 22.2%. The company's strong financial results reflect its effective strategies in the competitive digital marketing sector, indicating robust growth and a positive outlook for stakeholders.

Two U.S. courts of appeals have in recent days declared the Trump tariffs illegal, and ordered monies collected pursuant to the tariffs refunded to their payers. Treasury Secretary Scott Bessent says the rulings threaten to cost the U.S. Treasury as much as $1 trillion in funds through June, worsening the budget deficit and adding to U.S. debt. The White House has asked the U.S. Supreme Court to rule on the issue.

Nvidia, fresh off becoming the world's first $4 trillion company, sank 3.5%, while Palantir slid nearly 10%. The sell-off appeared to be sparked in part by an MIT report that claimed 95% of companies investing in generative AI are seeing no returns, and was potentially deepened by earlier comments from OpenAI's Sam Altman suggesting investors may be caught in an AI bubble.