Company Updates - ASML Holding plans to cut approximately 1,700 jobs, primarily in technology and IT, representing about 4% of its workforce [5][6] - The job reductions will mainly occur in the Netherlands, with some in the U.S., affecting management and leadership roles [6] - ASML reported record Q4 bookings of €13.2 billion, significantly exceeding the average analyst estimate of €6.85 billion, and total net sales for 2025 reached €32.7 billion, a 16% increase from 2024 [7] - ASML anticipates total net sales for 2026 to be between €34 billion and €39 billion, higher than previous guidance [7] Industry Developments - C3.ai's stock rose by 16% following reports of a potential merger with Automation Anywhere, which would involve Automation Anywhere acquiring C3.ai and going public [8] - C3.ai has faced a nearly 62% decline in share price over the past year due to worsening financial performance and uncertainty regarding its strategy and leadership [8] - Amazon is shifting its grocery strategy by closing Amazon Fresh and Amazon Go stores to focus on expanding its Whole Foods Market brand, with plans to open over 100 new stores and enhance same-day delivery services by 2026 [10][11]

Core Viewpoint - The Trade Desk Inc. and Duolingo Inc. have experienced significant declines in their stock prices, raising questions about their investment potential amidst a generally bullish market environment [1][3]. Group 1: The Trade Desk Inc. (TTD) - The Trade Desk's stock has fallen over 50% since its Q2 earnings report in August, closing around $45, down from a high of $141.53 [3][4]. - Concerns about slowing growth have led to bearish analyst updates, including a downgrade from Morgan Stanley, which highlighted doubts about the company's ability to sustain previous growth rates [4][7]. - Despite the negative sentiment, some analysts, like those at Needham, maintain a Buy rating with a price target of $80, suggesting a potential upside of nearly 80% from current levels [7]. Group 2: Duolingo Inc. (DUOL) - Duolingo's stock has also halved since early June, with current trading around $278.40, down from a 52-week high of $544.93 [8]. - The decline is attributed to fears of slowing engagement growth and competition from AI-powered rivals, although some analysts, like KeyCorp, have upgraded the stock to Overweight with a price target of $460, citing ongoing growth drivers [9][10]. - Zacks Research recently upgraded Duolingo to a Strong Buy, indicating a more favorable technical position compared to The Trade Desk, with an RSI of around 40 [10].