Core Insights - Michael Burry, known for his successful bets against the housing market during the subprime mortgage crisis, has reviewed Palantir's 10-K filing [1] Company Analysis - The focus on Palantir indicates a potential interest in the company's financial health and future prospects, as Burry is known for his analytical approach to investments [1]

Core Viewpoint - Airbus is facing challenges in sourcing enough engines, which has led to guidance that disappointed investors [1] Group 1: Company Challenges - The company is experiencing difficulties in engine procurement, impacting its production capabilities [1] - This issue has resulted in a negative reaction from investors, indicating concerns over future performance [1] Group 2: Investor Sentiment - The guidance provided by Airbus did not meet investor expectations, leading to disappointment in the market [1]

Group 1 - There have been instances of insider purchases following a recent software selloff [1] - The latest insider purchase was made by Microsoft director John Stanton [1]

Group 1 - Etsy is selling the online secondhand-clothing site Depop to eBay for approximately $1.2 billion [1] - This sale is part of Etsy's strategy to focus more on its main marketplace business [1]

Core Insights - A significant shift away from Big Tech stocks in 2023 is likely to negatively impact the S&P 500 index [1] Group 1: Market Impact - The rotation from Big Tech stocks could lead to a decline in the overall performance of the S&P 500 [1] - Investors are increasingly moving their capital away from technology companies, which have been dominant in the market [1] Group 2: Sector Performance - The shift indicates a broader trend where traditional sectors may gain traction at the expense of technology stocks [1] - This rotation could result in increased volatility within the S&P 500 as market dynamics change [1]

Group 1 - Carvana's shares fell approximately 20% in after-hours trading following the release of its outlook for the upcoming year, which lacked specific details [1] - The company experienced a significant surge in sales growth over the past year, indicating a strong performance prior to the outlook announcement [1]

Core Viewpoint - Figma's stock surged due to strong earnings driven by AI momentum, alleviating investor concerns about potential negative impacts of AI on the software sector [1] Earnings Results - Figma reported a revenue of $304 million for the fourth quarter, representing a 40% increase year-over-year, surpassing the FactSet consensus estimate of $293 million [1] - The company's net dollar retention rate increased to 136%, indicating strong customer growth and sales acceleration [1] - Adjusted earnings were reported at 8 cents per share, aligning with analysts' expectations [1] Investment in AI - Figma is investing in AI, although this spending may impact profit margins in 2026 [1]

Core Insights - DoorDash reported quarterly earnings with profit exceeding expectations while sales fell short of projections [1] Financial Performance - The company achieved a profit that surpassed analyst expectations, indicating strong cost management or operational efficiency [1] - Sales figures did not meet market expectations, suggesting potential challenges in revenue growth or market competition [1]

With U.S. housing starts perking up, investors may be looking at an early entry point for a broad recovery for home builders and their stocks. ...

International markets have been outperforming their American rivals recently. Investors could still be in the early innings of a years-long trend. ...