Jim Cramer calls SoFi (SOFI) stock a ‘legitimate steal’ after its 40% drop. Q4 earnings topped estimates with $0.60 EPS guidance for FY2026. Complete analysis.
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SoFi (SOFI) plunged 40% from November highs. Jim Cramer now calls it undervalued at $18 after Q4 beat and FY2026 guidance of $0.60 EPS with 54% growth.
Block (XYZ) stock jumps 17% as Morgan Stanley upgrades to Buy with $93 target and Bank of America raises forecast after layoffs and strong 2026 outlook.
OpenAI completes historic $110B funding from Amazon, Nvidia, and SoftBank, reaching $840B valuation. AWS becomes exclusive cloud partner for Frontier.
MP Materials (MP) announces automotive supply contract and $1.25B Texas magnet manufacturing facility backed by DOD. Analysis of expansion plans and stock.
MP Materials (MP) announces rare earth supply deal with unnamed automaker and $1.25B investment in Texas magnet plant creating 1,500+ jobs by 2028.
David Tepper’s Appaloosa Management expanded positions in five major AI stocks during Q4, tripling Micron holdings. Full analysis of his investment moves.
David Tepper’s hedge fund Appaloosa increased positions in five AI stocks in Q4, including tripling Micron and raising Alphabet stakes significantly.
eBay (EBAY) announces 800 layoffs affecting 6% of staff during strategic restructuring. Company acquires Depop for $1.2B while Q4 revenue hits $2.97B.
Oil prices surge after US-Iran nuclear talks conclude without agreement. Brent hits $72.54, WTI reaches $66.89. Energy stocks XOM, CVX, and COP rise amid supply concerns.
Amazon’s new AI leader Peter DeSantis emphasizes cost reduction with custom chips over performance as AMZN drops 8% amid $200B spending plan concerns.
eBay (EBAY) cuts 800 jobs in strategic restructuring while acquiring Depop for $1.2B. Q4 revenue climbed 15% to $2.97B, surpassing expectations.
Tesla stock slips as Cybercab program lead Victor Nechita departs during vehicle launch. TSLA down 5% post-earnings with robo-taxi plans under pressure.
Tesla stock falls as Cybercab program manager departs during launch. TSLA down 5% since earnings, trading at 200x 2026 estimates amid robotaxi expansion.
Amazon (AMZN) stock drops 8% as new AI chief Peter DeSantis pivots to cost-cutting strategy using in-house Trainium and Inferentia chips to rival OpenAI.