Stock is up a shit ton...failed to participate...this stock sucks and everyone in it is dumb as fuck.

sw stonks seem to be going through multiple impairment (enough fat there to chop if you think some perma damage is being done by AI)

$GENI Wells Fargo dove into the mediaļadvertising opportunity presented by Genius' management at its November Investor Day, Wells' first response was the company's NFL relationship seems too good to be true given the company's ability to enable live viewership of NFL games

$GENI Wells Fargo upgrades Genius Sports to Overweight

"We're embedding for the first time in our estimates an actual earnings boost from AI adoption and productivity this year," Ben Snider, equity strategist at Goldman Sachs, tells Axios. "It's still very small, less than a percent, but we think that'll grow going forward."

$CRWD Berenberg upgraded CrowdStrike from Hold to Buy and set a price target of $600, citing the cybersecurity firm’s unified architecture and growth potential. CrowdStrike shares declined approximately 10% since mid-November despite no earnings downgrades, creating what

Mizuho: Our top sectors in 2026E are: 1) AI Accelerators and WFE, 2) Optical, and 3) memory(DRAM/NAND) "In our 2026 Semis and Automotive Technologies Outlook, we see continued upside for the SOX in 2026E at attractive valuations(0.9x PEG vs. SPX/Naz at 1.5x/1.7x), but more

Cantor chops $AMZN target to $260 from $315

$SHOP Scotiabank upgrades to Outperform

$SNDK Benchmark analyst Mark Miller said it can be tough for big money to set a valuation on the stock given the fast-evolving growth story. The analyst said non-GAAP 2027 earnings consensus estimates for Sandisk and peers could be around 50% too low given expected demand. He

$FLUT $DKNG $GENI Citizens reiterated a Market Outperform rating and $313.00 price target on Flutter Entertainment on Wednesday. The firm analyzed 1 million transactions from customers using prediction markets compared to wagering from other gambling operators, with data

Wells Fargo expects a number of tailwinds to drive equities higher, especially lagging stocks with large short bets against them. The Wall Street bank believes a market “reflation” and short squeeze in certain stocks will be driven by more spending resulting from tax refunds

$AMZN Raising GPU prices AWS has quietly raised prices on its EC2 Capacity Blocks for ML by approximately 15 percent. The p5e.48xlarge instance – eight NVIDIA H200 accelerators in a trenchcoat – jumped from $34.61 to $39.80 per hour across most regions, while the p5en.48xlarge

$FLUT $DKNG @astraffon Alfonso Straffon, industry analyst: “Now that DraftKings and FanDuel have launched prediction markets, we’ll get a better sense of the underlying economics come each earnings season. My prediction is that quarterly results will confirm the opportunity or

CES will now be known as DCES, Data Center Electronics Show

$NET Several publishers have told Digiday that AI scraping conditions have since improved, as a direct result. “The relationship between AI companies and publishers is terrible,” says Nicholas Thompson, CEO of The Atlantic. “There’s no leverage to bring the AI industry to the

$AMZN Amazon has confirmed that Russian state-sponsored cyberattacks targeted misconfigured network edge devices hosted on AWS infrastructure throughout 2025 as part of a “yearslong” campaign. Amazon’s Threat Intelligence unit said the Russian threat actor group known as

$AMZN Amazon’s AI-powered overhaul of its digital assistant, now known as Alexa+, is coming to the web. On Monday, at the start of the Consumer Electronics Show in Las Vegas, the company announced the official launch of a new website, https://t.co/En7eaZsQT5, which is now

$FLUT $GENI $DKNG $SGHC Citizens has identified Flutter Entertainment as one of its top picks in the online gaming sector for 2026, despite ongoing volatility in the industry. In a research note released Monday, Citizens highlighted that gaming stocks are currently trading at

Jevons Paradox, but for software seems obvious to me

$WDAY new lows