The recent stock market pullback may be justified, due to the likely impact of changes in U.S. tariff policy on corporate profits and economic growth. Still, plenty of names have likely been thrown out with the bath water, and one of the strongest examples outAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am ...

CME Group (CME) is expected to register an improvement in its top line and bottom line when it reports first-quarter 2025 results on April 23, before the opening bell.The Zacks Consensus Estimate for CME’s first-quarter revenues is pegged at $1.6 billion, indicating 9.6% growth from the year-ago reported figure.The consensus estimate for earnings is pegged at $2.76 per share. The Zacks Consensus Estimate for CME’s first-quarter earnings has moved up 5.7% in the past 30 days. The estimate suggests a year-ove ...

Tesla (TSLA -6.98%) stock fell again on Monday after news broke of a major delay in its production plans. As of 2 p.m. ET, the company's share price was down 7.3%, while the S&P 500 was down 3.4% as the market responded to intensifying macroeconomic concerns.The company-specific news that investors were reacting to was that Tesla will delay the U.S. debut of the bare-bones version of its Model Y. That lower-priced new electric vehicle (EV) was slated to launch this quarter, but its launch will now be pushed ...

The ongoing tariff saga has hit most stocks particularly hard this year, and for the first time in two-plus years, even big tech hasn't been immune. The Roundhill Magnificent Seven ETF, an exchange-traded fund that tracks "Magnificent Seven" stocks, is down close to 18% this year. While uncertainty is at an all-time high, investors are also circling the wagons and looking at stocks that are as cheap as they have been in six months or more.Many investors remain bullish on artificial intelligence (AI) and bel ...

GE Vernova Inc. GEV is scheduled to release its first quarter 2025 financial results on April 23, 2025.As per data from Benzinga Pro, analysts expect adjusted earnings per share of 42 cents with sales of $7.54 billion.BofA Securities analyst Andrew Obin writes, “We expect GE Vernova to be one of the few companies in our coverage to reiterate 2025 guidance ($36-$37bn revenue, high-single-digit adj. EBITDA margin).”He adds peer Siemens Energy AG’s SMEGF SMNEY March quarter results and FY25 guidance raise add ...

Bank of America Securities analyst Brad Sills maintained a Buy rating on Salesforce, Inc CRM with a price target of $350 on Monday.In Sills’ January report, the analyst outlined the case for Agentforce to drive incremental 1% to 2% points of cRPO growth as early as the second half of fiscal 2026.The choppier macro since January likely pushes this to the first half of fiscal 2027.Also Read: Salesforce’s Growth Path: Analyst Predicts $28.2 Billion Free Cash Flow By 2031, But Tariffs Could Delay TargetHowever, ...

In an internal email surfaced as part of the Meta antitrust trial, Meta CEO Mark Zuckerberg fretted about the potential that the company’s Instagram acquisition may cannibalize Facebook. Were that to happen, it could lead to the “network collapse of the more engaging and profitable product,” a worried Zuckerberg told other Meta executives in a confidential message.Zuckerberg proposed multiple ways to prevent this cannibalization from occurring, including building more bridges between Meta’s apps to make the ...

Core Insights - Meta CEO Mark Zuckerberg expressed concerns about Instagram potentially cannibalizing Facebook, which could lead to a "network collapse" of Facebook, a more engaging and profitable product [1][6][18] - Zuckerberg proposed strategies to mitigate this risk, including creating stronger integrations between Meta's apps and considering the possibility of spinning out Instagram as a separate business [2][10][18] Group 1: Concerns about Cannibalization - Zuckerberg highlighted that Instagram's growth negatively impacted Facebook's engagement, with internal data indicating a significant decline in Facebook usage as users joined Instagram [6][7] - He noted that promoting Instagram to grow as large as Facebook could have unforeseen negative effects on Facebook's overall engagement [7][8] - The internal email indicated that Instagram's growth was primarily driven by Facebook's distribution, raising concerns about replacing a more profitable product with a less engaging one [8][9] Group 2: Strategic Recommendations - Zuckerberg recommended reducing promotions for Instagram and enhancing integrations to encourage cross-engagement between Facebook and Instagram [9] - He suggested that branding should emphasize Facebook's association with Instagram and WhatsApp to maintain Facebook's prominence [15][16] - The email also mentioned the challenges of product development within Instagram and WhatsApp due to their independent leadership, which could hinder open discussions about concerns [15] Group 3: Potential Outcomes of FTC Case - The FTC's case against Meta aims to prove that the company maintains a social networking monopoly through acquisitions like Instagram and WhatsApp [3] - If the FTC succeeds, Meta may be forced to spin out Instagram and WhatsApp, a scenario that Zuckerberg had previously suggested as a potential strategy to preserve Facebook's growth [18] - Zuckerberg warned that there was a "non-trivial chance" of being compelled to separate these acquisitions, which could undermine the company's strategy of building a family of apps [18]

Company Overview - A10 Networks, Inc. (NYSE: ATEN) is scheduled to report its Q1 '25 earnings on May 1 after market close [1] Investment Strategy - The company is positioned for long-term investment, focusing on a mix of growth, value, and dividend-paying stocks, with a particular emphasis on value [1]

Core Insights - Pomerantz LLP is investigating claims on behalf of investors of Open Lending Corp regarding potential securities fraud or unlawful business practices [1][3] Financial Performance - On March 17, 2025, Open Lending announced a delay in filing its annual report and postponed its Q4 and full-year 2024 earnings release, leading to a stock price drop of $0.82 per share, or 19.03%, closing at $3.49 per share on March 18, 2025 [3] - Following the filing of its annual report on March 31, 2025, Open Lending disclosed a larger-than-expected Q4 2024 net loss, attributed to a valuation allowance on deferred tax assets, resulting in a stock price decline of $1.59 per share, or 57.61%, closing at $1.17 per share on April 1, 2025 [4]