Roblox's strong 2025 reset raised expectations -- now execution matters. After a strong year in 2025, Roblox (RBLX +10.58%) enters the next phase of its journey with renewed momentum and rising expectations. User growth has reaccelerated, engagement has reached record levels, and new monetization paths are finally taking shape. But for investors, optimism is not enough. Roblox doesn't need to solv...
Roblox's strong 2025 reset raised expectations -- now execution matters. After a strong year in 2025, Roblox (RBLX +10.58%) enters the next phase of its journey with renewed momentum and rising expectations. User growth has reaccelerated, engagement has reached record levels, and new monetization paths are finally taking shape. But for investors, optimism is not enough. Roblox doesn't need to solve every problem overnight. What it does need, however, is to prove that its platform strength can translate into tangible progress toward sustainable economics. The following 12 months will be critical in determining whether Roblox is on a credible path to profitability or simply extending its growth-first phase. Here are four things Roblox must prove over the coming year. 1. Advertising can scale without hurting engagement Advertising is Roblox's most crucial swing factor. In 2025, the company took meaningful steps by rolling out immersive ad formats, introducing rewarded video ads, and integrating with Google Ad Manager. These moves shifted advertising from concept to execution. Now comes the more challenging part. Over the next 12 months, Roblox needs to show that ads can scale without degrading the user experience or reducing engagement. Equally important, it must demonstrate that advertisers see measurable returns and are willing to commit recurring budgets. The signal investors should watch isn't marketing announcements but financial disclosure. If advertising begins to show up as a visible contributor to revenue growth, it would validate the thesis that Roblox can layer high-margin income on top of its existing platform. If not, ads remain an option rather than a core earnings driver. Expand NYSE : RBLX Roblox Today's Change ( 10.58 %) $ 7.03 Current Price $ 73.45 Key Data Points Market Cap $47B Day's Range $ 68.28 - $ 74.43 52wk Range $ 50.10 - $ 150.59 Volume 20M Avg Vol 10M Gross Margin 25.41 % 2. Older users stay engaged and spend more. Roblox has made real progr...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. The European Commission has charged Meta Platforms with breaching EU competition rules by restricting rival AI chatbots from accessing WhatsApp. Regulators warned that interim measures could be imposed to prevent what they see as potential irreparable harm to competition in AI ch...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. The European Commission has charged Meta Platforms with breaching EU competition rules by restricting rival AI chatbots from accessing WhatsApp. Regulators warned that interim measures could be imposed to prevent what they see as potential irreparable harm to competition in AI chat services. The case targets how Meta controls access to key messaging infrastructure at a time when AI tools are being integrated into everyday consumer apps. Meta Platforms (NasdaqGS:META), trading at $677.37, now faces fresh regulatory pressure in Europe focused on how third party AI chatbots connect with WhatsApp. The stock has seen a 3.7% return over the past 30 days and is up 4.1% year to date, while the 3 year return is very large relative to shorter term moves. This latest EU action adds a new regulatory thread that sits alongside the company’s broader AI and messaging ambitions. For investors, the key issues to track are any interim measures the European Commission might impose, potential fines, and whether Meta adjusts its policies to open more access to WhatsApp for rival AI services. Attention will likely center on how any required changes could affect user experience, data access for AI training, and Meta’s ability to integrate its own AI products across messaging and social platforms. Stay updated on the most important news stories for Meta Platforms by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Meta Platforms. NasdaqGS:META 1-Year Stock Price Chart Is Meta Platforms financially strong enough to weather the next crisis? Quick Assessment ✅ Price vs Analyst Target : At US$677.37, the price is about 21% below the US$859.85 analyst target. ✅ Simply Wall St Valuation : Marked as undervalued, trading roughly 37.3% below the platform's fair value estimate. ✅ Recent Momentum: The share price return o...
Key Points Canaccord Genuity initiated coverage of Oklo stock with a buy rating today. Oklo isn't expected to earn its first profit before 2030. But Canaccord bases its endorsement on a 2050 forecast for nuclear power. 10 stocks we like better than Oklo › Nuclear reactor builder Oklo (NYSE: OKLO) stock jumped 2.4% through 11:25 a.m. ET Thursday. For that, you can thank the friendly analysts at Can...
Key Points Canaccord Genuity initiated coverage of Oklo stock with a buy rating today. Oklo isn't expected to earn its first profit before 2030. But Canaccord bases its endorsement on a 2050 forecast for nuclear power. 10 stocks we like better than Oklo › Nuclear reactor builder Oklo (NYSE: OKLO) stock jumped 2.4% through 11:25 a.m. ET Thursday. For that, you can thank the friendly analysts at Canaccord Genuity. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Canaccord loves Oklo Canaccord Genuity initiated coverage of nuclear company Oklo with a buy rating and a $175 price target on this $137 stock, as StreetInsider.com reports today. That may sound like a high price for a start-up with no revenue that isn't expected to have revenue for another couple years, nor earn its first profit before 2030. But here's the thing: Canaccord isn't thinking about 2030 here. It's looking much farther out, with "our model stretching to 2050." Peering 25 years into the future, Canaccord sees "a new nuclear age emerging; one where nuclear assets grow not only in volume but as a percentage of the global energy mix." Canaccord expects Oklo to play an outsize role in this future. "Vertically integrated," boasting a "deftly constructed strategy" for rolling out small nuclear plants, and good "technology capabilities," Canaccord is placing a bet on Oklo not just surviving until 2030, but going on to profit from the new nuclear renaissance. Is Oklo stock a risky buy? What makes Canaccord so confident about Oklo? With $530 million in the bank and a $53 million cash burn rate, it looks at first glance like Oklo has all the money it needs (and more) to last until profits arrive in 2030. Problem is, most analysts think Oklo's cash burn will accelerate dramatically as it approaches commercialization (and profit). Cash consumption over the next five years could actually reach $1.5 billion, which is more than O...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Apple (NasdaqGS:AAPL) is opening CarPlay to third-party AI chatbots, including ChatGPT, Google Gemini and Anthropic's Claude. The company is also acquiring Israeli AI startup Q.AI to support its efforts in automotive and conversational AI. Apple is entering a ...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Apple (NasdaqGS:AAPL) is opening CarPlay to third-party AI chatbots, including ChatGPT, Google Gemini and Anthropic's Claude. The company is also acquiring Israeli AI startup Q.AI to support its efforts in automotive and conversational AI. Apple is entering a major partnership with Google aimed at strengthening Siri with advanced AI capabilities. For you as an investor, these moves touch two areas that are getting a lot of attention in consumer tech: the car and the voice assistant. Apple already has a large installed base of iPhone users, and CarPlay is a key touchpoint inside vehicles where drivers and passengers interact with digital services. The decision to integrate outside AI chatbots and bring in Q.AI could influence how sticky Apple’s ecosystem feels to users over time, especially as more daily tasks shift to conversational interfaces. The new arrangement with Google around Siri also gives Apple another way to compete in AI at a time when product differentiation increasingly depends on how well devices can understand and respond to complex requests. Stay updated on the most important news stories for Apple by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Apple. NasdaqGS:AAPL Earnings & Revenue Growth as at Feb 2026 How Apple stacks up against its biggest competitors Quick Assessment ⚖️ Price vs Analyst Target : At US$274.62, the share price is about 6% below the US$292.70 analyst target, so it sits within the usual 10% band. ❌ Simply Wall St Valuation : Shares are trading around 13.2% above Simply Wall St’s estimated fair value, which screens as overvalued. ✅ Recent Momentum: The 30 day return of roughly 5.9% shows positive short term momentum as Apple leans further into automotive and conversational AI. Check out Simply Wall St's in depth valuation analys...
Dan Towriss, CEO of Cadillac Formula 1, discusses the team’s entry into Formula One amid new regulations and competition from rivals including Ford, as well as Cadillac Formula 1’s Super Bowl ads. He speaks with Katie Greifeld and Matt Miller on “The Close.” (Source: Bloomberg)
Dan Towriss, CEO of Cadillac Formula 1, discusses the team’s entry into Formula One amid new regulations and competition from rivals including Ford, as well as Cadillac Formula 1’s Super Bowl ads. He speaks with Katie Greifeld and Matt Miller on “The Close.” (Source: Bloomberg)
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Oracle (NYSE:ORCL) is seeing renewed investor interest after analysts upgraded the stock, citing reduced concerns around its AI partnerships. The company highlighted expanding work with OpenAI and other AI customers, which is tied to a major buildout of its cloud infrastructure. Oracl...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Oracle (NYSE:ORCL) is seeing renewed investor interest after analysts upgraded the stock, citing reduced concerns around its AI partnerships. The company highlighted expanding work with OpenAI and other AI customers, which is tied to a major buildout of its cloud infrastructure. Oracle is planning to raise an estimated $45b to $50b through a mix of debt and equity to fund new data centers and meet rising AI related demand. Oracle enters this moment with a mixed share price picture. The stock last closed at $156.59 and is down 21.1% over the past 30 days and 20.0% year to date. However, it is up 81.5% over 3 years and 165.8% over 5 years. For investors watching NYSE:ORCL, that combination of recent selling and longer term gains frames how sentiment has swung around the stock. The renewed focus on Oracle's AI partnerships and large scale capital raising underscores how central cloud and AI workloads have become to its plans. As the company allocates tens of billions of dollars to new capacity, the key questions for investors are how quickly that infrastructure is utilized and how it shapes Oracle's competitive position in cloud services. Stay updated on the most important news stories for Oracle by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Oracle. NYSE:ORCL 1-Year Stock Price Chart Why Oracle could be great value Investor Checklist Quick Assessment ✅ Price vs Analyst Target : At US$156.59, the share price sits well below the US$275.59 analyst target, a gap of roughly 76%. ⚖️ Simply Wall St Valuation : Oracle is described as trading close to estimated fair value, so there is no clear valuation skew either way based on this model. ❌ Recent Momentum: The 30 day return of about 21% decline shows the stock has been under pressure in the short term. Check out Simply Wall St's in-depth valuatio...
Traders work on the floor during the York Space Systems IPO at the New York Stock Exchange (NYSE) in New York City, U.S., Jan. 29, 2026. Jeenah Moon | Reuters U.S. stock futures were little changed Monday night, after the Dow Jones Industrial Average hit a fresh all-time high. Dow futures fell by 11 points, or 0.02%. S&P 500 futures were little changed, while Nasdaq 100 futures rose 0.1%. Investor...
Traders work on the floor during the York Space Systems IPO at the New York Stock Exchange (NYSE) in New York City, U.S., Jan. 29, 2026. Jeenah Moon | Reuters U.S. stock futures were little changed Monday night, after the Dow Jones Industrial Average hit a fresh all-time high. Dow futures fell by 11 points, or 0.02%. S&P 500 futures were little changed, while Nasdaq 100 futures rose 0.1%. Investors are coming off a second straight day of gains. The 30-stock Dow rose 0.04%, notching fresh highs on an intraday and closing basis. The S&P 500 gained about 0.5%, while the Nasdaq Composite climbed 0.9%. Tech stocks rallied Monday, building on their Friday comeback and helping lift the overall market. Investors are hopeful the market can sustain its upward advance after last week's sell-off — led by fears around software and megacap tech — failed to meaningfully hurt the market on a technical basis. Indeed, the S&P 500 has managed to recover support above its 50-day and 100-day moving averages, after dipping below them last week, and many asset classes are outperforming the index — bullish signals as far as traders are concerned. "We don't think that it's going to be a clean trade," Sonali Basak, chief investment strategist at iCapital, told CNBC's " Closing Bell " on Monday. "It will be choppy, you have to be selective, but there will be winners through this." Corporate earnings season continues with Coca-Cola reporting before the open Tuesday. Hasbro and Spotify will also share results. The latest retail sales report will be released Tuesday morning. Investors are awaiting the big jobs report on Wednesday, and the consumer price index on Friday.
A top House Democrat on Monday accused the justice department of making “mysterious redactions” to documents related to Jeffrey Epstein that obscured the names of abusers, while also allowing the identities of the disgraced financier’s victims to become public. Jamie Raskin, House judiciary ranking member, criticized the department after reviewing the unredacted Epstein files at a government facil...
A top House Democrat on Monday accused the justice department of making “mysterious redactions” to documents related to Jeffrey Epstein that obscured the names of abusers, while also allowing the identities of the disgraced financier’s victims to become public. Jamie Raskin, House judiciary ranking member, criticized the department after reviewing the unredacted Epstein files at a government facility in Washington DC on the first day they were made available to lawmakers. Under the Epstein Files Transparency Act passed by Congress in November, the justice department has publicly released millions of files related to Epstein, who socialized with prominent global elites including Donald Trump and died in 2019 while awaiting trial on sex trafficking charges. The measure allows for the files to be redacted in limited circumstances, such as to protect the name of Epstein’s victims, but some of the documents made public have nonetheless included identifying details. Raskin told reporters that he wanted to view the complete files to better understand how the justice department handled the redaction process. “I went over there, and I was able to determine, at least I believe, that there were tons of completely unnecessary redactions, in addition to the failure to redact the names of victims, and so that was troubling to us,” Raskin told reporters. He accused the justice department of being “in a cover-up mode” and breaking the law. “They violated that precept by releasing the names of a lot of victims, which is either spectacular incompetence and sloppiness on their part, or, as a lot of the survivors believe, a deliberate threat to other survivors who are thinking about coming forward, that they need to be careful because they can be exposed and have their personal information dragged through the mud as well,” Raskin said. The justice department has released a total of about 3.5m files related to Epstein, and Raskin said there were around 3m more awaiting release. The Mary...
Elon Musk has repeatedly touted the Optimus humanoid robot as Tesla’s (NYSE:TSLA) most significant long-term value driver, suggesting it could eventually propel the company’s market cap to $25 trillion. Yet, prediction market odds suggest a humanoid robot in 2026 may be a little too optimistic. During Tesla's recent “We, Robot” event, Musk claimed the robots could perform everything from babysitti...
Elon Musk has repeatedly touted the Optimus humanoid robot as Tesla’s (NYSE:TSLA) most significant long-term value driver, suggesting it could eventually propel the company’s market cap to $25 trillion. Yet, prediction market odds suggest a humanoid robot in 2026 may be a little too optimistic. During Tesla's recent “We, Robot” event, Musk claimed the robots could perform everything from babysitting to mowing lawns, with a price tag between $20,000 and $30,000. But according to Kalshi, the humanoid robot has just a 21% chance of being available for sale in 2026. For Tesla investors, the skepticism in the prediction markets suggests that the actual revenue contribution from robotics may be further off than the company’s marketing suggests. If Tesla fails to meet its internal production milestones in 2025, expect the Kalshi odds to tumble further. With Tesla’s car based revenue falling, this could have a similar impact on Tesla’s stock price. The success or failure of Optimus isn’t just a Tesla story. It will ripple through the broader robotics and AI ecosystem, with NVIDIA Corp. (NASDAQ:NVDA) as the primary provider of Blackwell chips powering Tesla's training clusters potentially impacted by a delay. Hyundai Motor Co. (OTC:HYMTF) is Tesla’s primary rival in the humanoid space. Hyundai-owned Boston Dynamics just began pilot deployments of its electric Atlas bot; a Tesla delay would give the company a massive window to capture the enterprise market first. Hyundai has already confirmed that its entire 2026 production run is fully committed. While Musk is famous for hitting “impossible” goals, he is equally known for “Elon Time”—a history of ambitious deadlines for products like the Cybertruck and Full Self-Driving (FSD) that faced multi-year delays. Prediction market traders are betting on Musk failing to meet yet another optimistic self-imposed deadline. Image: Shutterstock
Image source: The Motley Fool. Monday, February 9, 2026 at 5 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Hayden Brown Chief Financial Officer — Erica Gessert Head of Investor Relations — Gary Fuges TAKEAWAYS Gross Services Volume (GSV) -- Exceeded $4 billion for the year, with 3% year-over-year growth in the fourth quarter. -- Exceeded $4 billion for the year, with 3% year-ov...
Image source: The Motley Fool. Monday, February 9, 2026 at 5 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Hayden Brown Chief Financial Officer — Erica Gessert Head of Investor Relations — Gary Fuges TAKEAWAYS Gross Services Volume (GSV) -- Exceeded $4 billion for the year, with 3% year-over-year growth in the fourth quarter. -- Exceeded $4 billion for the year, with 3% year-over-year growth in the fourth quarter. Revenue -- $788 million for 2025, up 2.4% year over year; Q4 revenue rose 4% year over year. -- $788 million for 2025, up 2.4% year over year; Q4 revenue rose 4% year over year. Adjusted EBITDA -- $226 million for the year, at a record 29% margin; Q4 adjusted EBITDA was $53 million with a 27% margin. -- $226 million for the year, at a record 29% margin; Q4 adjusted EBITDA was $53 million with a 27% margin. Gross Margin -- 78% in the fourth quarter and 77.8% for the full year, representing a record high. -- 78% in the fourth quarter and 77.8% for the full year, representing a record high. Marketplace Take Rate -- Increased to 19% in Q4, up from 18.1% a year earlier, supporting 5% year-over-year growth in marketplace revenue. -- Increased to 19% in Q4, up from 18.1% a year earlier, supporting 5% year-over-year growth in marketplace revenue. Free Cash Flow -- $223 million generated for 2025, with $57 million in Q4. -- $223 million generated for 2025, with $57 million in Q4. Share Repurchases -- $136 million used to repurchase over 9 million shares in 2025, including $34 million spent on approximately 2 million shares in Q4. -- $136 million used to repurchase over 9 million shares in 2025, including $34 million spent on approximately 2 million shares in Q4. Cash Position -- Cash, cash equivalents, and marketable securities totaled $673 million at year-end. -- Cash, cash equivalents, and marketable securities totaled $673 million at year-end. Active Clients -- Ended the quarter at 785,000; churn rate fell more than 130 basis points from the ...
STORY: U.S. stocks ended mostly higher on Monday, with the Dow little changed, the S&P 500 gaining nearly half a percent and the Nasdaq adding nine-tenths of a percent. Software stocks clawed back some losses for a second straight day, after a bruising seven days of declines fueled by fears that AI could intensify competition. The tech gains also come after Nvidia CEO Jensen Huang on Friday said t...
STORY: U.S. stocks ended mostly higher on Monday, with the Dow little changed, the S&P 500 gaining nearly half a percent and the Nasdaq adding nine-tenths of a percent. Software stocks clawed back some losses for a second straight day, after a bruising seven days of declines fueled by fears that AI could intensify competition. The tech gains also come after Nvidia CEO Jensen Huang on Friday said that AI infrastructure spending was at an appropriate level. Shana Orczyk Sissel is founder and CEO of Banríon Capital Management. “Last week, software in particular was really beaten up. Oracle in particular was really beaten up over the last few months. And we've seen a rally in those names due to comments from Jensen Huang of Nvidia and a few other notable technology CEOs related to AI. The market's starting to differentiate between winners and losers in the software space, and I think that's what's driving stock price today in technology.” Shares of Oracle soared more than 9% on Monday after D.A. Davidson upgraded the stock to "buy" from "neutral." But shares of software provider Workday slid more than 5% after the human resources firm announced that co-founder Aneel Bhusri will return as CEO in an effort to leverage AI and shore up demand. And shares of Hims & Hers Health fell 16% on Monday, after what has been an eventful few days for the telehealth firm. :: Novo Nordisk Novo Nordisk is suing the company for patent infringement after Hims launched, then canceled, a $49 copy of the Danish drugmaker's weight-loss pill Wegovy following backlash from the U.S. Food and Drug Administration.
Australian vintner Treasury Wines Estates Ltd. reached a settlement with a major US distributor that had decided to stop operating in the lucrative California market. The company behind the iconic Penfolds brand will repurchase any inventory from its Treasury Americas and Treasury Collective portfolio held in California by Republic National Distributing Co. , it said in a statement on Tuesday. The...
Australian vintner Treasury Wines Estates Ltd. reached a settlement with a major US distributor that had decided to stop operating in the lucrative California market. The company behind the iconic Penfolds brand will repurchase any inventory from its Treasury Americas and Treasury Collective portfolio held in California by Republic National Distributing Co. , it said in a statement on Tuesday. The expected net cash outflow for the agreement in the six months through June is expected to be $65 million, it said. Treasury Wine’s shares slumped to a more than 10-year low in December, after the company announced it would write down the value of its US business. The winemaker has also been plagued by lackluster demand in China and the severe disruption in an important American market after RNDC announced it would cease operations in California. The shares rose as much as 8.1% in early trading in Sydney on Tuesday. Treasury Wine also said it expects its key measure of earnings before interest and taxes to be about A$236 million ($167 million), when it provides a results update on Feb. 16 for the six months through December. That is just above the upper range of guidance at A$235 million announced on Dec. 17.