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AeroVironment Shares Slide on Restatement, SCAR Backlog Concerns
AeroVironment shares plunged 10.8% after an amended 10-Q showed a larger net loss and that $1.49 billion in SCAR options are no longer expected, sparking concerns over backlog quality.
UiPath Shares Slide as Buyback Fails to Mask ARR Growth Concerns
UiPath shares dipped 1.2% to $10.15 as a $436.9 million buyback fails to alleviate concerns over 12% ARR growth and rising competition.
Palantir Hits 52-Week Low as AI Hype Fades, Valuation Under Scrutiny
Palantir Technologies fell over 6% to a 52-week low of $119.76 as AI software valuations come under pressure, despite strong U.S. revenue growth and a raised 2026 outlook.
Blackstone-Led Lenders Take Over Medallia, Wiping Out Thoma Bravo's $5 Billion Equity
Lenders led by Blackstone, Apollo, and FS KKR Capital have taken control of Medallia from Thoma Bravo, wiping out the buyout firm's $5 billion equity stake. The restructuring includes $150 million in new capital.
Keel Infrastructure Surges on AI Pivot as Analysts Warn of Overvaluation
Keel Infrastructure shares hit recent highs after closing a $458M convertible note deal to fund its shift from bitcoin mining to AI infrastructure. Analysts average 12-month target of $5.29 trails the last close, highlighting execution risk.
Netflix Shares Dip 3.7% in Short Week as Ad Growth and Partnership Hopes Fade
Netflix shares fell 3.7% in a holiday-shortened week, lagging tech peers. Investors weigh a new French partnership and concerns that growth from ads and price hikes may already be priced in.
Starbucks accelerates India expansion, targets 50-100 new stores annually under Niccol
Starbucks is ramping up India expansion with plans for 50-100 new stores annually, as CEO Brian Niccol pivots from turnaround to global growth. The JV holds 30% market share but remains unprofitable.
ISS Leak Escalation Threatens Zvezda Module Operations
Russia may permanently seal the PrK tunnel on the ISS to reduce air leaks, but this could limit station flexibility and impact commercial successor projects ahead of the 2030 retirement deadline.
Bezos Reportedly Called Washington Post 'Worst Investment' to Trump
A forthcoming book alleges Jeff Bezos told Donald Trump in December 2024 that buying The Washington Post was his worst investment, amid major layoffs and business struggles.
SoFi CEO Noto Boosts Stake Amid Rate Decision Anticipation
SoFi Technologies CEO Anthony Noto bought 13,888 shares for $251K ahead of the Fed's rate decision, sending the stock up 3.2% to $18.28.
Brands Ramp Up Creator Spending, Yet ROI Remains Elusive
83% of major brands boosted social and creator marketing budgets in two years, but 65% still can't prove returns, pressuring agencies as brands shift to specialists.