They're breaking one of the basic rules of investing ...

Paramount Skydance had been considered the front-runner in the bidding war for Warner Bros. Discovery, but signaled on Thursday that it felt it is losing to Netflix in a process it deemed unfair. ...

Rather than how much sales rise for a retailer, investors sometimes care more about how that growth has changed over time. ...

Core Viewpoint - Applied Materials is expected to benefit from upcycles in both the DRAM and leading-edge foundry industries according to TD Cowen [1] Group 1: Industry Insights - The DRAM industry is experiencing an upcycle, which is anticipated to positively impact Applied Materials [1] - The leading-edge foundry sector is also in an upcycle, further contributing to the favorable outlook for Applied Materials [1]

Meta Platforms could be set to scale back its artificial-intelligence ambitions, much to the relief of anxious investors. ...

Group 1 - The economy is experiencing stagnation in job growth, with indications that it may be losing jobs instead of adding them [1] - Recent data suggests that the labor market is not as robust as previously thought, raising concerns about economic stability [1] - Analysts are closely monitoring employment trends as they could signal broader economic challenges ahead [1]

Core Insights - The cost of medical services for patients is influenced by their medical coverage, federal policies, and corporate pricing strategies [1] Group 1 - The complexity of medical costs is increasing due to a combination of federal policies and corporate pricing strategies [1] - Patients' ability to navigate these costs is also a significant factor in determining their overall expenses [1]

Core Insights - Microsoft has effectively transferred the risks associated with OpenAI while retaining the benefits, positioning itself as a leading player in the AI sector among major tech companies [1] Company Summary - The strategy employed by Microsoft allows it to leverage OpenAI's advancements without bearing the associated risks, enhancing its competitive edge in the AI market [1] - Analysts view this maneuver as a significant advantage for Microsoft, suggesting it is the best investment opportunity within the Big Tech landscape focused on AI [1] Industry Summary - The AI industry is witnessing a shift where companies like Microsoft are finding ways to mitigate risks while capitalizing on technological advancements [1] - This trend indicates a growing confidence in AI technologies and their potential for substantial returns, attracting more investments from major tech firms [1]

One analyst expects the company will provide an update on financing needs that could show they're "less demanding†than what Wall Street fears. ...

Core Viewpoint - The number of unemployment benefit applications around the Thanksgiving holiday has decreased to a more than three-year low, indicating that businesses are largely avoiding layoffs despite hiring freezes [1] Group 1 - The decline in unemployment benefit applications suggests a stable labor market, with businesses maintaining their workforce [1] - The current trend reflects a cautious approach from companies, prioritizing workforce retention over new hiring [1]