Core Insights - SoundHound AI reported a non-GAAP EPS loss of $0.02, beating estimates by 80% and marking its smallest quarterly loss to date [1] - The company achieved full-year 2024 revenue of $84.7 million, reflecting an 85% year-over-year growth [1] - SoundHound raised its 2025 revenue guidance to a range of $165 million to $180 million, despite remaining unprofitable with a price-to-sales ratio exceeding 25x [1] Financial Performance - The non-GAAP EPS loss of $0.02 was significantly better than the estimated loss of $0.09, resulting in a 79.65% positive surprise [1] - The loss per share improved from -$0.05 in Q4 2024, indicating a trend towards breakeven [1] - Full-year 2024 revenue of $84.7 million was up approximately 85% year-over-year, with trailing twelve-month revenue through Q3 at $148.4 million [1] Management Outlook - CEO Keyvan Mohajer maintains a bullish outlook, emphasizing expansion in restaurants, automotive, and IoT sectors [1] - Analysts remain positive, with a consensus target price of $16.31, supported by seven Buy ratings against two Holds and no Sells [1] - For 2026, SoundHound projects revenue between $225 million and $260 million, driven by the adoption of its Agentic AI platform [1] Market Reaction - Following the earnings report, SoundHound's shares traded around $9, reflecting a nearly 15% increase over the past week [1] - The stock is currently trading below its 52-week high of $22.17 and its 200-day moving average of $12.35, indicating potential upside if execution remains strong [1]

Core Insights - Four high-profile tech stocks have experienced significant declines between 23% and 37% in 2026, while the Nasdaq 100 remains nearly flat, indicating a potential disconnect between market performance and analyst expectations [1][16] - The stocks in question are The Trade Desk, Oracle, ServiceNow, and AppLovin, all of which have strong fundamentals and aggressive analyst price targets despite their recent selloffs [2] The Trade Desk - The Trade Desk's stock has dropped 37% year-to-date, currently trading at $23.95, with an analyst consensus price target of $36.73, suggesting an upside of over 53% [3][16] - The decline lacks an obvious earnings catalyst, as Q4 2025 revenue was $847 million, up 14% year-over-year, and operating income grew 11% to $157 million [4] - The stock is 67% below its level from one year ago, with a bullish analyst sentiment where 20 out of 38 analysts rate it Buy or Strong Buy [5] Oracle - Oracle's stock has decreased by 23% year-to-date, currently priced at $150.31, with a consensus target of $269.94, indicating an upside of approximately 80% [6][16] - The stock has fallen over 56% from its 52-week high of $345.72, trading below its 50-day and 200-day moving averages [7] - Oracle's cloud infrastructure growth is a key driver, with quarterly earnings growth of 91% year-over-year and a 32% operating margin, although concerns about debt and financing have emerged [8][9] ServiceNow - ServiceNow's stock has dropped 29% year-to-date, currently at $109.30, with an analyst consensus target of $190.50, implying an upside of roughly 74% [10][16] - The company reported Q3 2025 revenue of $3.41 billion, up 22% year-over-year, and raised its full-year guidance, indicating strong financial performance [11] - The stock is 42% below its level from one year ago, with a focus on its AI platform and strategic partnerships, although it trades at a trailing P/E of 64x [12] AppLovin - AppLovin's stock has fallen 34% year-to-date, currently priced at $444.93, with a consensus target of $661.59, suggesting an upside of about 49% [13][16] - The company reported exceptional Q4 2025 results, with revenue of $1.66 billion, up 66% year-over-year, and net income of $1.10 billion, up 84% [14] - Despite strong fundamentals, the stock's decline appears driven by valuation concerns and broader market sentiment, with a beta of 2.49 indicating high volatility [15] Summary of Performance Across All Four Stocks - The Trade Desk: Current Price $23.95, Analyst Target $36.73, Implied Upside ~53%, YTD Performance -37%, Analyst Buy % 53% [16] - Oracle: Current Price $150.31, Analyst Target $269.94, Implied Upside ~80%, YTD Performance -23%, Analyst Buy % 73% [16] - ServiceNow: Current Price $109.30, Analyst Target $190.50, Implied Upside ~74%, YTD Performance -29%, Analyst Buy % 91% [16] - AppLovin: Current Price $444.93, Analyst Target $661.59, Implied Upside ~49%, YTD Performance -34%, Analyst Buy % 86% [16]

The U.S. Core PPI will also be closely monitored today. Economists expect January figures to be +0.3% m/m and +3.0% y/y, compared to +0.7% m/m and +3.3% y/y in December.Today, all eyes are focused on the U.S. Producer Price Index, which is set to be released in a couple of hours. The PPI will provide further insight into the outlook for inflation. Economists, on average, forecast that the U.S. January PPI will stand at +0.3% m/m and +2.6% y/y, compared to the previous figures of +0.5% m/m and +3.0% y/y.Mean ...

市场收盘数据 标普 500 指数上涨 81 个基点，收于，尾盘有 6 亿美元资金流入买入。 纳斯达克 100 指数上涨 141 个基点，收于。 罗素 2000 指数上涨 41 个基点，收于。 道琼斯工业平均指数上涨 63 个基点，收于。 美国所有股票交易所共成交 175 亿股，低于年初 市场收盘数据 标普 500 指数上涨 81 个基点，收于，尾盘有 6 亿美元资金流入买入。 纳斯达克 100 指数上涨 141 个基点，收于。 罗素 2000 指数上涨 41 个基点，收于。 道琼斯工业平均指数上涨 63 个基点，收于。 美国所有股票交易所共成交 175 亿股，低于年初至今日均 192.6 亿股的平均水平。 恐慌指数（VIX）下跌 849 个基点，收于。 WTI 原油下跌 24 个基点，收于。 资金流动有序，板块内更多是供应减少和对冲基金回补，而非真正的买家最终入场。 盘后：英伟达上涨 4%，重回 200 美元上方，季度业绩稳健源头 信息加微ss62897，且 4 月季度指引（764-795 亿美元，市场预期 730 亿美元）。 美国 10 年期国债收益率上涨 2 个基点，收于。 黄金上涨 29 个基点，收于。 ...

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 ...

The Trade Desk (NASDAQ:TTD), a self-service cloud ad-buying platform, closed Thursday at $23.95, down 4.81%. The stock fell as the market reacted to softer-than-expected fiscal Q1 revenue guidance, margin pressure, and a wave of price-target cuts. Investors are watching whether growth and profitability can reaccelerate. Trading volume reached 52.5 million shares, about 264% above its three-month average of 14.4 million shares. The Trade Desk IPO'd in 2016 and has grown 696% since going public. How the mar ...

Geopolitical risks remain a negative for stocks. Tuesday evening, President Trump said Iranian officials are "again pursuing their sinister nuclear ambitions," boosting speculation that the US may be preparing a military strike on Iran in the coming days. Last Friday, President Trump said that he’s considering a limited military strike on Iran to ramp up pressure on the country to strike a deal over its nuclear program and gave them a March 1-6 deadline for an agreement over the country’s nuclear activities ...

Instacart (CART), which goes by the legal name Maplebear, has evolved into a dominant digital grocery marketplace in North America. It connects customers with supermarkets, warehouse clubs, specialty retailers, and even restaurants for same-day delivery or pickup. Today, however, the company is more than just a delivery marketplace. It is now a multi-layered grocery technology platform that has even integrated artificial intelligence (AI) into the shopping experience. While Instacart is turning into a mo ...

In Tuesday night's State of the Union address, President Trump doubled down on his commitment to tariffs. President Trump’s new 10% global tariffs went into effect on Tuesday after the Supreme Court struck down his global “reciprocal” tariffs last Friday. Mr. Trump subsequently threatened to raise the global tariff rate to 15%, and an administration official said the White House is working on a formal order to implement that higher rate, but the timeline for its implementation has not been finalized. Mr. Tr ...

The Trade Desk (NASDAQ: TTD) stock tumbled 6.2% through 9:50 a.m. ET Thursday, despite beating analyst targets for both sales and earnings last night. Analysts forecast The Trade Desk to earn $0.34 per share on sales of $841.2 million in Q4. TTD actually earned $0.59 per share on sales of $847 million. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need ...