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19 articles
Bilibili Inc. just proved “internet culture” can be a real business

Bilibili Inc. just proved “internet culture” can be a real business

Bilibili posted GAAP profit in Q4 and for full-year 2025 as advertising surged and engagement stayed high—signaling a more durable business model.

KAHROS Team•March 5, 2026•
2 min read
$BILI
NVIDIA Corporation Is Selling Shovels in the AI Gold Rush — and Upgrading the Shovels

NVIDIA Corporation Is Selling Shovels in the AI Gold Rush — and Upgrading the Shovels

Nvidia’s fiscal 2026 results show AI data centers driving the business, while bets on optics and infrastructure signal what’s next for NVDA investors.

KAHROS Team•March 4, 2026•
2 min read
$NVDA
$SPY
$IVV
$VOO
Meta Platforms is trying to be three companies at once—and that’s the point

Meta Platforms is trying to be three companies at once—and that’s the point

Meta Platforms is juggling AI infrastructure, Instagram safety features, and Reality Labs’ big losses—plus a dividend era shift investors shouldn’t ignore.

KAHROS Team•March 3, 2026•
2 min read
$META
$NVDA
$AMD
$VTI
$VOO
$IVV
Netflix and the Warner Bros. breakup that investors didn’t see coming

Netflix and the Warner Bros. breakup that investors didn’t see coming

Netflix stepped back from a higher-stakes Warner Bros. Discovery chase in March 2026, signaling discipline as rivals push streaming mega-bundles.

KAHROS Team•March 2, 2026•
1 min read
$NFLX
$WBD
Dutch Bros Inc. is trying to turn drive-thru coffee into a national habit

Dutch Bros Inc. is trying to turn drive-thru coffee into a national habit

Dutch Bros is expanding fast: Q4 2025 revenue jumped, 2026 shop openings are set to accelerate, and the Clutch acquisition signals a new playbook.

KAHROS Team•February 28, 2026•
2 min read
$BROS
Beyond Meat’s New Chapter Isn’t a Burger — It’s a Can

Beyond Meat’s New Chapter Isn’t a Burger — It’s a Can

Beyond Meat is expanding Beyond Immerse in 2026, signaling a strategy shift beyond burgers. Here’s why the beverage move matters for BYND.

KAHROS Team•February 28, 2026•
2 min read
$BYND
Block, Inc. is cutting thousands of jobs—and daring the market to call it a crisis

Block, Inc. is cutting thousands of jobs—and daring the market to call it a crisis

Block says it will cut 4,000+ jobs as it reorganizes around AI. Here’s what the move signals about SQ’s strategy, risks, and 2026 narrative.

KAHROS Team•February 27, 2026•
2 min read
$SQ
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