Articles
Sea Limited just reminded Wall Street why it’s still a category-defining machine
Sea Limited reported Q4 2025 revenue of $6.85B and GAAP EPS of $0.63, but rising costs and e-commerce competition drove a sharp selloff.
Duolingo, Inc. is choosing growth over cash—and Wall Street isn’t clapping
Duolingo posted a strong 2025, then guided to slower 2026 growth as it cuts monetization friction and invests in AI—aiming for 100M DAUs by 2028.
Circle Internet Group is trying to make “digital dollars” boring—and that’s the point
Circle’s latest quarter shows USDC scaling fast. Here’s why a “boring” stablecoin business is suddenly getting investor attention.
Target Corporation heads into earnings with a new CEO and a very 2026 debate: what’s “healthy” on the shelf?
Target reports fiscal 2025 results March 3, 2026 as new CEO Michael Fiddelke sets strategy—plus a major shift to cereals without synthetic colors by May.
Tesla, Inc. is trying to be two companies at once—and the market keeps grading it on the vibes
Tesla’s Europe registrations slid in January 2026, China’s EV market looked soft in February, and autonomy hype faces louder competition this year.
NIO Inc. tries to grow up: deliveries, battery swaps, and the awkward path to profits
NIO’s 2026 story is shifting: January deliveries jumped, management teased first adjusted operating profit, and battery swap hit 100 million uses.
Li Auto Inc. tries to grow up in a price-war world
Li Auto’s January 2026 deliveries slipped as China’s EV price war intensifies. Here’s why software, brand, and exports matter for LI now.
