Billionaire investors had already built exposure. The cost curve is now being rewritten. Shares of Block Inc (NYSE:XYZ) surged roughly 20% premarket after CEO Jack Dorsey announced the company will cut nearly 4,000 employees — about 40% of its workforce — to become "more compact, flat, and AI-focused."The stock, currently up over 17% and trading at around $63.90 per share, entered the week down double digits year to date. Then Dorsey rewrote the operating model.Billionaires Were Already BuyingIn the fourth ...

Etergino said that over the last four years the company reduced annual operating expenses by 18%, or nearly $18 million, excluding one-time gains from the sale of Design Manager, and lowered headcount by more than 30% from its peak. Over that period, he said gross margins increased from 69% in 2022 to 73% in 2025, and Adjusted EBITDA margins improved by approximately 1,900 basis points.Chief Financial Officer Thomas Etergino said fourth-quarter Adjusted EBITDA was $1.3 million, representing a 6% margin and ...

Mott Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. Stock markets paused in Q4, with the S&P 500 trading sideways from October to year-end. In 2025, the MCM Thematic Growth Strategy gained 11.98%, underperforming the S&P 500's 17.88%, despite some improvements. The AI boom boosted the S&P 500 in 2025. Concerns for AI and related companies include rising debt and the urgent need for R&D investments in advanced software ...

The share price of Par Pacific Holdings, Inc. (NYSE:PARR) fell by 8.76% between February 18 and February 25, 2026, putting it among the Energy Stocks that Lost the Most This Week. Par Pacific (PARR) Falls Following Q4 Report Par Pacific Holdings, Inc. (NYSE:PARR) is a growth-oriented company that owns and operates market-leading energy and infrastructure businesses in logistically complex markets. Par Pacific Holdings, Inc. (NYSE:PARR) posted mixed results for Q4 2025 on February 24, with its adjusted e ...

Jim Cramer, the host of Mad Money, said Wednesday that he remains confident many software companies can withstand the threat posed by artificial intelligence. Wall Street can overreact better than anyone. Earlier this week, an outfit called Citrini Research put out a paper titled the “2028 Global Intelligence Crisis” that presented our country as a vast wasteland of white-collar unemployables thrown out of pretty much anywhere they previously worked because of what we talk about all the time, AI. This piece ...

The share price of Talos Energy Inc. (NYSE:TALO) fell by 13.71% between February 18 and February 25, 2026, putting it among the Energy Stocks that Lost the Most This Week. Talos Energy (TALO) Misses Estimates in Q4 2025 Report Talos Energy Inc. (NYSE:TALO) is a leading energy company focused on offshore oil and gas exploration and production in the United States Gulf Coast, the Gulf of America, and offshore Mexico. Talos Energy Inc. (NYSE:TALO) reported lower-than-expected results for Q4 2025 on Februar ...

Aristotle Funds, an investment advisor, released its “Core Equity Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. equity markets reached new all-time highs in Q4 2025, with the S&P 500 Index rising 2.66% and the Bloomberg U.S. Aggregate Bond Index increasing by 1.10%. Within the Russell 1000 Growth Index, healthcare, communication services, and financials were the top performing sectors, while utilities, real estate, and materials lagged. The U.S. economy showed ...

Dow crash today: The The S&P 500 fell to 6,855.04 (-0.78%), while the Nasdaq Composite slid to 22,654.80 (-0.98%), extending its monthly decline to roughly 2.5%. Investors reacted immediately after the latest Producer Price Index (PPI) data showed inflation running hotter than forecasts. At the same time, oil futures jumped nearly 3% after US-Iran nuclear talks collapsed in Geneva, intensifying geopolitical risk. This Dow Jones crash is not about one headline. It reflects a collision of inflation pressure, ...

Funding and Valuation - OpenAI has secured $110 billion in funding from Amazon, SoftBank, and Nvidia, resulting in a pre-money valuation of $730 billion [1] - Amazon is the largest contributor with an initial investment of $50 billion, followed by Nvidia and SoftBank, each committing $30 billion [1] Investment Details - Amazon's investment will begin with $15 billion, followed by an additional $35 billion contingent on preset conditions [2] - The funding will enhance OpenAI's global reach, infrastructure, and balance sheet, facilitating the delivery of frontier AI to a broader audience [2] User Engagement - ChatGPT boasts over 900 million weekly active users and more than 50 million consumer subscribers [2] Strategic Partnerships - OpenAI is entering a new phase where frontier AI transitions from research to widespread daily use, emphasizing the importance of scaling infrastructure to meet demand [3] - OpenAI and Amazon will expand their existing $38 billion multiyear deal by an additional $100 billion over eight years, with AWS serving as the exclusive third-party cloud provider for OpenAI Frontier [3] - OpenAI is also strengthening its partnership with Nvidia, while maintaining a strong relationship with Microsoft, which has been in place since 2019 [4]

Aristotle Funds, an investment advisor, released its “Core Equity Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. equity markets reached new all-time highs in Q4 2025, with the S&P 500 Index rising 2.66% and the Bloomberg U.S. Aggregate Bond Index increasing by 1.10%. Within the Russell 1000 Growth Index, healthcare, communication services, and financials were the top performing sectors, while utilities, real estate, and materials lagged. The U.S. economy showed ...