Investors have had to grapple this month with geopolitical tensions, a pivotal U.S. Supreme Court ruling over Trump's tariffs and fickleness over the artificial intelligence trade, among other developments. But while the broader markets remained volatile, moves in the currencies for the month were driven primarily by shifting rate expectations. "The rates are reflecting the changing macro situation," said Sim ‌Moh Siong, a currency ⁠strategist at ⁠OCBC. "Last year was about which central banks will cut rat ...

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Core Insights - The RealReal's latest earnings report emphasizes the role of artificial intelligence in enhancing operational efficiency and improving the listing process for luxury items [1][3] - CEO Rati Levesque highlighted a multi-year AI roadmap aimed at leveraging technology to identify potential consignors and streamline the listing process [3][11] AI and Operational Strategy - The company is focusing on two key AI initiatives: SmartSales for identifying high-potential clients and Athena for reducing the time from item intake to live listing while enhancing accuracy [3] - The AI strategy is designed to shape supply dynamics, targeting higher-value consignors and premium product categories that foster loyalty among both sellers and buyers [4][11] Supply Growth and Retail Strategy - A coordinated "growth playbook" integrates marketing, sales, and retail efforts, improving targeting of mid to high-value sellers [8] - Approximately 25% of new consignors are sourced through retail locations, with items sourced through these channels having an average selling price 5 to 7 times higher than those from other sources [8] Demand Resilience - Demand remains strong, particularly in premium categories, with buyers spending $5,000 or more increasing by 20% year over year [9] - The RealReal's positioning at the intersection of luxury and value, along with educational efforts regarding resale pricing, contributes to this demand resilience [9] Financial Performance - In Q4 2025, gross merchandise value (GMV) rose 22% year over year, while revenue increased by 18%, with adjusted EBITDA reaching $22 million [10] - For the full year 2025, GMV increased by 16% to $2.13 billion, and revenue rose by 15% to $693 million, marking positive adjusted EBITDA in every quarter for the first time [10] Future Outlook - The results are seen as indicators of a broader transformation, with plans to deepen AI integration and enhance supply chain efficiency as priorities for 2026 [11]

Evercore ISI sets a price target of $80 for JFrog Ltd (NASDAQ: FROG), indicating a significant potential upside.A $300 million share repurchase program reflects the company's confidence in its financial health and growth prospects.Recent financial performance showcases a 24% revenue increase and a 45% surge in cloud revenue, with adjusted earnings of 22 cents per share.JFrog Ltd (NASDAQ: FROG), a technology company based in Sunnyvale, California, is renowned for its software solutions that facilitate busine ...

Group 1 - Halper Sadeh LLC is investigating the sale of NCR Atleos Corporation to The Brink's Company for $30.00 in cash and 0.1574 shares of Brink's common stock for each share of NCR [1] - The investigation focuses on whether NCR and its board violated federal securities laws and fiduciary duties by not obtaining the best price for shareholders, failing to conduct a fair sales process, and not disclosing all material information [2] - Halper Sadeh LLC may seek increased consideration, additional disclosures, or other relief for NCR shareholders [2] Group 2 - Halper Sadeh LLC represents global investors affected by securities fraud and corporate misconduct, recovering millions for defrauded investors [3]

Cryptocurrency Market Overview - Leading cryptocurrencies experienced a cooldown amid uncertainty regarding potential market bottoms [1] - Bitcoin's trading volume decreased by 22% over the past 24 hours, while its market share narrowed to 58% [2] - Ethereum's dominance fell to 10.5%, although it managed to recover losses after an initial sharp decline [2] Market Liquidation and Sentiment - Over $240 million was liquidated from the market in the last 24 hours, primarily affecting bullish long traders [2] - Bitcoin's open interest fell by 2.39%, aligning with the correction in spot price, while "Extreme Fear" sentiment prevailed in the market according to the Crypto Fear & Greed Index [3] Market Capitalization and Performance - The global cryptocurrency market capitalization reached $2.26 trillion, reflecting a 3.02% increase over the last 24 hours [4] Market Bottom Indicators - Ethereum's Market Value to Realized Value (MVRV) ratio was noted at 0.78, historically indicating potential market bottoms when below 0.80 [6] - On-chain analytics firm CryptoQuant projected Bitcoin's bottom to occur between June and December this year, with September to November identified as a historical "sweet spot" [7]

Leerink Partners maintains an "Outperform" rating for GoodRx Holdings Inc. (NASDAQ:GDRX), indicating potential for above-market performance.The stock experienced a significant drop of 18.78% today, now priced at $1.99.GoodRx's recent Q4 2025 earnings call provided crucial insights into its financial health, with a focus on earnings, revenue, and profit margins.GoodRx Holdings Inc. (NASDAQ:GDRX) is a company that provides consumers with information and tools to compare prescription drug prices and find disco ...

Core Viewpoint - Liberty Media Corporation - Liberty Formula One Series C reported quarterly earnings of $0.39 per share, missing the Zacks Consensus Estimate of $0.44 per share, but showing improvement from a loss of $1.03 per share a year ago [1] Financial Performance - The company posted revenues of $1.61 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.54%, and showing an increase from year-ago revenues of $1.07 billion [3] - The earnings surprise for the quarter was -11.36%, and the company has surpassed consensus EPS estimates two times over the last four quarters [2] Stock Performance - Liberty Media Corporation shares have lost about 9.4% since the beginning of the year, while the S&P 500 has gained 1.5% [4] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [7] Earnings Outlook - The current consensus EPS estimate for the coming quarter is -$0.41 on revenues of $652.9 million, and for the current fiscal year, it is $1.92 on revenues of $4.88 billion [8] - The estimate revisions trend ahead of the earnings release was mixed, which could change following the recent earnings report [7] Industry Context - The Media Conglomerates industry, to which Liberty Media belongs, is currently in the bottom 44% of over 250 Zacks industries, indicating potential challenges ahead [9]

Core Viewpoint - Liberty Media Corporation - Liberty Formula One Series A reported quarterly earnings of $0.39 per share, missing the Zacks Consensus Estimate of $0.44 per share, but showing improvement from a loss of $1.03 per share a year ago [1] Financial Performance - The company posted revenues of $1.61 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.54%, compared to year-ago revenues of $1.07 billion [3] - The earnings surprise for the quarter was -11.36%, and the company had a previous quarter surprise of -48.94% with actual earnings of $0.24 per share against an expectation of $0.47 [2] Stock Performance - Liberty Media Corporation shares have declined approximately 8.7% since the beginning of the year, while the S&P 500 has gained 1.5% [4] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [7] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.41 on revenues of $652.9 million, and for the current fiscal year, it is $2.18 on revenues of $4.81 billion [8] - The trend of estimate revisions for the company was mixed ahead of the earnings release, which could change following the recent report [7] Industry Context - The Media Conglomerates industry, to which Liberty Media belongs, is currently ranked in the bottom 44% of over 250 Zacks industries, indicating potential challenges ahead [9]

A pivot back to cyclical sectors helped keep the Dow close to ‌even, while a ⁠drop in ⁠the Philadelphia SE Semiconductor index dragged the tech-laden Nasdaq down the most. With Thursday's drop, the SOX, which has surged year-to-date, was on the verge of snapping what would have been a record 11-week winning streak. Technology shares in general, and software and chips in particular, have see-sawed in recent weeks as investors wrestle with uneasiness over the massive costs and potential disruption of nascent ...