stockcam/iStock Unreleased via Getty Images I rated Reddit (NYSE: RDDT ) as a hold back in late July 2025 , arguing that the valuation was too high and I had concerns over how much revenue it could generate in the long-run. I also mentioned that “If RDDT does prove me wrong, I suspect it'll be because they figure out a good way to monetize beyond advertising, so I'd keep a close eye on other reven...
stockcam/iStock Unreleased via Getty Images I rated Reddit (NYSE: RDDT ) as a hold back in late July 2025 , arguing that the valuation was too high and I had concerns over how much revenue it could generate in the long-run. I also mentioned that “If RDDT does prove me wrong, I suspect it'll be because they figure out a good way to monetize beyond advertising, so I'd keep a close eye on other revenues.” I now believe there’s a strong chance that RDDT may do just that, with AI licensing fees being the profit and revenue catalyst needed to justify Reddit’s rather pricey valuation. I’m upgrading my Reddit rating to buy, but if I do pull the trigger, I’ll be keeping my investment moderate. AI offers a powerful tailwind, but it also presents risks in some ways. If the stock continues to slide and ends up around $100, I’d be far more comfortable pulling the trigger and would feel comfortable with more extensive investments. Ultimately, RDDT is very close to the hold/buy threshold, yet there’s just enough to nudge it into “buy” territory. AI May Be The Needed Profit Engine Reddit has traditionally relied on advertising to generate revenue. Advertising makes me a bit leery as it can be hard to drum up enough revenue. Traditional media outlets have been struggling, for example, because they simply can’t generate enough off of advertising to sustain their business models. There are exceptions, and advertising works great for some companies, like Google. Reddit is in a unique position as well. It doesn’t have to pay for content, users instead generate it for free on their own, which should help keep costs down. Traditional media outlets have no such benefits. Still, advertising as a primary revenue driver makes me nervous. The good news for RDDT is that they have found another revenue and profit engine: Licensing all of their content and data for AI development. Reddit doesn’t have to pay to produce content and gathering and processing the data shouldn't be especially difficult...
Fresenius SE & Co. KGaA ( FSNUF ): FY Core EPS increased by 12% in constant currency to €2.87 based on strong operating results and significantly decreased interest expense. Group revenue at €22,554 million with organic growth of 7% reflecting the consistent execution across Fresenius Kabi and Fresenius Helios. More on Fresenius SE & Co Fresenius SE & Co. KGaA (FSNUY) Presents at 44th Annual J.P. ...
Fresenius SE & Co. KGaA ( FSNUF ): FY Core EPS increased by 12% in constant currency to €2.87 based on strong operating results and significantly decreased interest expense. Group revenue at €22,554 million with organic growth of 7% reflecting the consistent execution across Fresenius Kabi and Fresenius Helios. More on Fresenius SE & Co Fresenius SE & Co. KGaA (FSNUY) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Fresenius SE & Co. KGaA (FSNUY) Analyst/Investor Day Transcript Fresenius SE & Co. KGaA (FSNUY) Analyst/Investor Day - Slideshow Seeking Alpha’s Quant Rating on Fresenius SE & Co Historical earnings data for Fresenius SE & Co
When Apple (NASDAQ: AAPL) introduced the iPhone in 2007, the company struck a chord. The idea of combining productivity features from its computers with music, photography, and other applications gave birth to a device no one knew they needed: a phone that is also an on-the-go, handheld computer. The iPhone has undoubtedly become a revolutionary product for Apple as the device transformed the comp...
When Apple (NASDAQ: AAPL) introduced the iPhone in 2007, the company struck a chord. The idea of combining productivity features from its computers with music, photography, and other applications gave birth to a device no one knew they needed: a phone that is also an on-the-go, handheld computer. The iPhone has undoubtedly become a revolutionary product for Apple as the device transformed the company from personal computing to a comprehensive consumer electronics and services business. Whether investors realize it or not, Tesla (NASDAQ: TSLA) may be on the cusp of making a similar pivot. Let's explore how Tesla is moving beyond electric vehicles as it seeks to build a robotics platform powered by artificial intelligence (AI). Continue reading
The Morning Bull - US Market Morning Update Wednesday, Feb, 25 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors weigh stronger US hiring, lower long term interest rates and a softer housing market. ADP data show private employers adding an average of 12,750 jobs per week over the past month, which hints that paychecks and co...
The Morning Bull - US Market Morning Update Wednesday, Feb, 25 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors weigh stronger US hiring, lower long term interest rates and a softer housing market. ADP data show private employers adding an average of 12,750 jobs per week over the past month, which hints that paychecks and consumer spending are still holding up. At the same time, the 10 year Treasury yield is sitting...
Nvidia shares were up 0.5% to $193.71 in premarket trading Wednesday. The stock has climbed 2.6% over the past five trading days. The chip-maker’s fourth-quarter earnings, to be released after the bell Wednesday, will be seen as a bellwether for artificial-intelligence spending.
Nvidia shares were up 0.5% to $193.71 in premarket trading Wednesday. The stock has climbed 2.6% over the past five trading days. The chip-maker’s fourth-quarter earnings, to be released after the bell Wednesday, will be seen as a bellwether for artificial-intelligence spending.
George Saravelos , the Deutsche Bank AG analyst who wrote a controversial report that became the subject of US ire, has committed to “keep writing,” saying the incident highlighted the importance of independent research. Saravelos warned last month that President Donald Trump’s threats over Greenland may prompt Europe to become less willing to hold US assets . Days later, Treasury Secretary Scott ...
George Saravelos , the Deutsche Bank AG analyst who wrote a controversial report that became the subject of US ire, has committed to “keep writing,” saying the incident highlighted the importance of independent research. Saravelos warned last month that President Donald Trump’s threats over Greenland may prompt Europe to become less willing to hold US assets . Days later, Treasury Secretary Scott Bessent said that the German bank’s CEO had called to dismiss the report . “The episode reaffirmed the importance of research independence,” Saravelos said in an interview with Bloomberg TV on Wednesday, adding he received “a tremendous amount of support” from clients and colleagues. The bank’s global head of FX research meanwhile downplayed the challenges faced by analysts operating in a charged political environment. “As long as you write solid analysis, that tries to be objective and focused on markets rather than politics, I wouldn’t say it’s that difficult. We keep writing and clients like to read us,” said Saravelos. At the time of the controversy, a spokesperson for Deutsche Bank said that “as a matter of long-standing policy, Deutsche Bank Research is independent in their work, therefore views expressed in individual research notes do not necessarily represent the view of the bank’s management.” Saravelos’ previous calls include forecasting the dollar to drop as growth and equity returns pick up outside the US; contending that markets are “too complacent” about threats to the Federal Reserve’s independence; and suggesting the Trump administration eases the risks of the US’s “unsustainable” fiscal position by encouraging more domestic buying of Treasuries.