Benzinga·2025-12-06 14:30Group 1: Retail Investor Interest - Retail investors showed significant interest in five stocks: Meta Platforms Inc., Salesforce Inc., UiPath Inc., Netflix Inc., and Tesla Inc., driven by earnings reports, retail hype, AI developments, and corporate news [1] - The stocks represent diverse sectors including social networking, AI, software, robotics, streaming, and automotive [1] Group 2: Meta Platforms Inc. (META) - Meta Platforms is under an EU antitrust probe regarding its WhatsApp AI policies, which may restrict third-party AI competition and could result in substantial fines [5] - The company announced plans for up to 30% budget cuts to metaverse initiatives, shifting focus to AI, with projected capital expenditures of $72 billion for 2026 [5] - META stock had a 52-week range of $479.80 to $796.25, trading around $660 to $664 per share, up 10.39% year-to-date and 8.64% over the year [6] Group 3: Salesforce Inc. (CRM) - Salesforce reported third-quarter FY25 earnings of $9.44 billion in revenue and $2.41 per share, raising FY25 revenue guidance to $38 billion with a 20% operating margin [6] - The company is focusing on Agentforce AI, with 200 deals signed and plans to hire 1,400 AI-focused sales representatives [6] - CRM stock performance was positively received by retail investors following the earnings report [6] Group 4: UiPath Inc. (PATH) - UiPath reported third-quarter FY25 earnings of $355 million in revenue and a non-GAAP EPS of $0.11, with annual recurring revenue (ARR) growth to $1.61 billion and a 113% net retention rate [11] - The stock had a 52-week range of $9.38 to $18.74, trading around $18 to $20 per share, up 42.92% year-to-date and 23.61% over the year [10] - Investors reacted positively to PATH's innovative AI developments and partnerships [11] Group 5: Netflix Inc. (NFLX) - NFLX shares fell over 5% after co-founder Reed Hastings sold approximately 375,000 shares for about $40.7 million, raising insider selling concerns [16] - Despite the drop, strong demand for the final season of "Stranger Things" and exclusive negotiations for acquiring Warner Bros. Discovery's assets were notable developments [16] - NFLX stock had a 52-week range of $82.11 to $134.12, trading around $103 to $105 per share, up 16.41% year-to-date and 12.45% over the year [17] Group 6: Tesla Inc. (TSLA) - Tesla's November sales data showed a 10% year-on-year increase in China deliveries, while European sales declined significantly [17] - The stock had a 52-week range of $214.25 to $488.54, trading around $453 to $455 per share, up 19.83% year-to-date and 23.00% over the year [19] - Regulatory changes proposed by President Trump could ease EV mandates, potentially benefiting Tesla's inventory clearance [17]