Core Insights - The article discusses the potential struggles of three companies: Beyond Meat, GoPro, and Lucid Motors, questioning whether this holiday season could be their last [4][10][14][17]. Beyond Meat (BYND) - Beyond Meat reported a loss of $111 million in Q3 2025, with revenue declining by 13% to $70 million, driven by a 20% drop in U.S. plant-based meat sales [6][8]. - The company experienced a peak in sales in 2022, but inflation and premium pricing led to a significant decline in demand, with U.S. plant-based meat sales falling by 19% in 2023 [8]. - Despite slight improvements in gross margins to 15% through cost-cutting, the company faces a net debt of $215 million and is projected to potentially go bankrupt by 2027 [10]. GoPro (GPRO) - GoPro's Q3 revenue fell by 37% to $163 million, with GAAP losses more than doubling from the previous year [13]. - The company has struggled due to competition from smartphones and drones, which have eroded its market position [12]. - Analysts have set a target price of $0.75 per share, with current shares at $1.63, indicating a challenging outlook for the company [14]. Lucid Motors (LCID) - Lucid Motors reported a Q3 revenue increase of 68% to $336 million, but net losses reached $1.03 billion, equating to a loss of over $250,000 per vehicle sold [16]. - The company has faced production delays and increased competition, leading to a significant cash burn nearing $1 billion quarterly [16]. - Although backed by Saudi Arabia's Public Investment Fund, there are concerns about the sustainability of continued financial support if losses persist [17].

Both of these stocks have underperformed in 2025. But they could crush the market in 2026 and beyond.After a big run-up in many tech stocks this year, many of Wall Street's darlings now trade at stretched valuations. But not all of Wall Street's most popular tech stocks have fully participated in this year's rally. Surprisingly, several names in the "Magnificent Seven" have underperformed the Nasdaq Composite's sharp gains -- and two look particularly attractive: Apple (AAPL +0.46%) and Amazon (AMZN +1.77%) ...

Core Insights - Berkshire Hathaway's portfolio includes significant investments in technology stocks, particularly in the field of artificial intelligence (AI), with Apple, Amazon, and Alphabet identified as key players poised for long-term growth in this sector [2]. Group 1: Apple - Apple constitutes 22.69% of Berkshire Hathaway's portfolio and remains its largest holding despite recent share sales [3]. - The company is gradually enhancing its AI capabilities, integrating more AI features into its latest iPhone models, which are experiencing strong demand [3][4]. - Apple's supply constraints on the iPhone 16 and 17 models are limiting its ability to meet high demand, but a strong renewal cycle is expected to boost sales in the coming years [4]. - The company is significantly increasing its investments in AI, aiming to leverage its large installed base to enhance its ecosystem and drive growth in both hardware and services segments [6][7]. Group 2: Amazon - Amazon represents 0.82% of the portfolio and is a leading provider of AI services through its Amazon Web Services (AWS), offering products like SageMaker and Bedrock [8]. - The company is utilizing AI in its warehouses to optimize operations, which aligns with its focus on customer service and is expected to positively impact financial results [9]. - Amazon's cloud computing business is experiencing a resurgence in sales growth, and its robot-related initiatives are anticipated to reduce costs and improve margins [10][11]. Group 3: Alphabet - Alphabet accounts for 1.62% of the portfolio and is a newcomer to Berkshire Hathaway's investments, having initiated a position in the third quarter [12]. - The company is establishing itself as a leader in AI, successfully adapting its business model to incorporate AI technologies despite initial concerns about disruption from chatbots [12][14]. - Alphabet's latest AI model, Gemini 3, is being touted as its best yet, contributing to the company's growth in its cloud segment, which is its fastest-growing area [14].

Intel Corp (NASDAQ:INTC) stock gained as TF International Securities' Ming-Chi Kuo signaled growing momentum behind the chipmaker's bid to manufacture Apple Inc’s (NASDAQ:AAPL) next-generation M chips. • INTC is in a favorable position. Get the market research here.Kuo said Intel is moving closer to becoming an advanced-node foundry supplier for Apple, with momentum now much stronger than previously believed.The analyst noted that Apple already signed an NDA with Intel and received the 18AP advanced-node PD ...

Nasdaq's International Securities Exchange wants BlackRock's iShares Bitcoin Trust (NASDAQ:IBIT) to be treated like Apple Inc (NASDAQ:AAPL) , Nvidia Corp (NASDAQ:NVDA) and the SPDR S&P 500 ETF (NYSE:SPY) . And it's making no secret of it, a new filing with the U.S. Securities and Exchange Commission on November 21 asks regulators to raise IBIT's options position limits from 250,000 contracts to a million.If approved, IBIT would join the same elite tier as mega-cap equities and the largest index ETFs—a miles ...

Welcome back. Apple may be in a strong position to dominate holiday shopping this season. Some new data shows the iPhone maker drove Singles Day smartphone sales over in China this year, accounting for 26% of smartphones sold over the month-long event.Will that momentum now carry over into the US. Let's bring in big technology founder and CNBC contributor Alex Canowitz, who joins us here at Post. Happy Black Friday, Alex. >> Happy Black Friday.>> So, this there's a lot of commentary that this is going to be ...

Smartphone momentum for Apple Inc (NASDAQ:AAPL) was strong in the fourth quarter, thanks to the launch of the iPhone 17 in September. Calls from management for the first quarter to be even better could come true thanks to momentum in China.Apple's iPhone 17 China MomentumA recent report indicates Apple could return to its title as the top-selling smartphone maker in 2025, topping the global market share for the first time since 2011.One of the keys to bringing the title back to the tech giant is strength in ...

Group 1: Apple Outlook - Apple is expected to have its best sales season in four years, driven by a significant upgrade cycle as many consumers are upgrading from four-year-old phones [2][3] - The company anticipates double-digit growth in iPhone sales, which is notable given the previous four years of flat to declining sales [2][3] - Despite the positive outlook, there are concerns about next year's performance, as past upgrade cycles have often led to subsequent declines in sales [4] Group 2: AI Integration - Apple is integrating AI functionalities into its products, enhancing user experience through improved notifications, email summaries, and photo editing [11][12] - The integration of AI is not expected to drive new adoption but will enhance existing functionalities, which is favorable for investors as they do not need to speculate on Apple's position in the AI race [12][13] - Investors appreciate that Apple provides a stable investment option, as the company will continue to sell iPhones regardless of the competitive landscape in AI [12][13] Group 3: Nvidia Comparison - Nvidia is experiencing scrutiny due to various concerns, including capital expenditure and competition, yet it is projected to grow earnings significantly, between 50% to 60% [6][9] - In contrast, Apple is trading at a higher multiple despite only expected earnings growth of 10%, raising questions about valuation [9] - The demand for AI and data centers is expected to continue driving Nvidia's relevance in the market, despite its current challenges [7][8]

Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027There have long been market rumors that Intel could become an advanced-node foundry supplier to Apple, but visibility around this had remained low. My latest industry surveys, however, indicate that visibility on Intel becoming an advanced-node supplier to Apple has recently improved significantly.Apple previously signed an NDA with Intel and obtained the advanced-node 18AP PDK 0.9.1GA. The key simulation and research projects ( ...

Hello and welcome to Morning Brief Market Sunrise. I'm Ramsan Karamali live from Yahoo Finance Studios in London. It's Friday, 28th November.Coming up on the show, an outage at the CME disrupts trading across the globe. Online sales are on the rise during this critical holiday season and Apple looks set to become the world's top phone maker. So grab your coffee and let's own the morning.The first thing you need to know is that an outage at the Chicago Merkantile Exchange has disrupted trading across the glo ...