da-kuk/E+ via Getty Images The U.S. economy is increasingly vulnerable to potential shocks as growth becomes concentrated in just three areas: affluent consumers, AI investment, and stock market gains, according to Gregory Daco, chief economist at EY-Parthenon. Speaking in an interview with CNBC, Daco warned that recession odds have climbed to around 40% over the next twelve months, with GDP growt...
da-kuk/E+ via Getty Images The U.S. economy is increasingly vulnerable to potential shocks as growth becomes concentrated in just three areas: affluent consumers, AI investment, and stock market gains, according to Gregory Daco, chief economist at EY-Parthenon. Speaking in an interview with CNBC, Daco warned that recession odds have climbed to around 40% over the next twelve months, with GDP growth expected to slow to approximately 1.5-1.6% by year-end—below consensus estimates. “We have economy in terms of GDP that is still doing relatively well. But if you dig underneath the numbers, the breadth of growth is increasingly narrow,” Daco explained. He noted that AI investment alone contributed 1.5 percentage points to the 2% GDP growth in the first quarter, meaning three-quarters of economic expansion came from a single sector. This concentration, which has been building for five years, has effectively crowded out investment in other areas of the economy. The economist highlighted growing fragility in consumer spending, noting that lower and median-income families are struggling with elevated prices while higher-income households continue spending freely. Real disposable income is growing at just 0.4% year-over-year, yet consumer spending continues advancing at 2%, with consumers drawing down savings to historically low levels and increasingly relying on credit. “The way I describe is that we’re testing the price of growth. We tested the price of trade. We’re testing the price of labor. We’re testing the price of energy. We’re testing the price of everything,” Daco said. “And all those tests are eroding growth month after month after month.” Regarding Federal Reserve policy, Daco expressed skepticism that rate cuts are imminent, even if employment data weakens. With inflation running between 3% and 4% while unemployment remains around 4.2-4.3%, he expects the Fed to maintain a “mildly restrictive” stance to prevent inflation expectations from becoming unanchored. The...
da-kuk/E+ via Getty Images The U.S. economy is increasingly vulnerable to potential shocks as growth becomes concentrated in just three areas: affluent consumers, AI investment, and stock market gains, according to Gregory Daco, chief economist at EY-Parthenon. Speaking in an interview with CNBC, Daco warned that recession odds have climbed to around 40% over the next twelve months, with GDP growt...
da-kuk/E+ via Getty Images The U.S. economy is increasingly vulnerable to potential shocks as growth becomes concentrated in just three areas: affluent consumers, AI investment, and stock market gains, according to Gregory Daco, chief economist at EY-Parthenon. Speaking in an interview with CNBC, Daco warned that recession odds have climbed to around 40% over the next twelve months, with GDP growth expected to slow to approximately 1.5-1.6% by year-end—below consensus estimates. “We have economy in terms of GDP that is still doing relatively well. But if you dig underneath the numbers, the breadth of growth is increasingly narrow,” Daco explained. He noted that AI investment alone contributed 1.5 percentage points to the 2% GDP growth in the first quarter, meaning three-quarters of economic expansion came from a single sector. This concentration, which has been building for five years, has effectively crowded out investment in other areas of the economy. The economist highlighted growing fragility in consumer spending, noting that lower and median-income families are struggling with elevated prices while higher-income households continue spending freely. Real disposable income is growing at just 0.4% year-over-year, yet consumer spending continues advancing at 2%, with consumers drawing down savings to historically low levels and increasingly relying on credit. “The way I describe is that we’re testing the price of growth. We tested the price of trade. We’re testing the price of labor. We’re testing the price of energy. We’re testing the price of everything,” Daco said. “And all those tests are eroding growth month after month after month.” Regarding Federal Reserve policy, Daco expressed skepticism that rate cuts are imminent, even if employment data weakens. With inflation running between 3% and 4% while unemployment remains around 4.2-4.3%, he expects the Fed to maintain a “mildly restrictive” stance to prevent inflation expectations from becoming unanchored. The...
Cerebras Systems is targeting a valuation of as much as $26.62 billion in its planned U.S. initial public offering, according to its prospectus filings. The semiconductor company, which is positioning itself as a rival to Nvidia in AI hardware, is looking to sell 28 million shares of its...
Cerebras Systems is targeting a valuation of as much as $26.62 billion in its planned U.S. initial public offering, according to its prospectus filings. The semiconductor company, which is positioning itself as a rival to Nvidia in AI hardware, is looking to sell 28 million shares of its...
Google's next round of Pixel phones could be a downgrade compared to the Pixel 10 lineup due to the ongoing RAM shortage . Leaked specs for the Pixel 11 lineup shared by MysticLeaks include a possible starting configuration with only 8GB of RAM, rather than the current 12GB, as Android Headlines reports. According to MysticLeaks, Google may also add a second configuration for the Pixel 11 Pro, Pro...
Google's next round of Pixel phones could be a downgrade compared to the Pixel 10 lineup due to the ongoing RAM shortage . Leaked specs for the Pixel 11 lineup shared by MysticLeaks include a possible starting configuration with only 8GB of RAM, rather than the current 12GB, as Android Headlines reports. According to MysticLeaks, Google may also add a second configuration for the Pixel 11 Pro, Pro XL, and Pro Fold with 12GB of RAM, down from the current 16GB in each model. There will be 16GB configurations available for each, but adding a lower-spec model could mean the 16GB version is getting a price hike. However, the silver lining is tha … Read the full story at The Verge.
pedrosala/iStock via Getty Images The utilities sector posted a mixed but broadly positive month in April, with the top 10 performers delivering gains ranging from just under 4% to over 46%. Oklo ( OKLO ), the advanced fission company backed by Sam Altman, surged over 46% in a single month as investor enthusiasm for next-generation nuclear power as the backbone of AI data center electricity demand...
pedrosala/iStock via Getty Images The utilities sector posted a mixed but broadly positive month in April, with the top 10 performers delivering gains ranging from just under 4% to over 46%. Oklo ( OKLO ), the advanced fission company backed by Sam Altman, surged over 46% in a single month as investor enthusiasm for next-generation nuclear power as the backbone of AI data center electricity demand reached new heights, extending a year-over-year gain that now stands at more than 580%. Talen Energy ( TLN ) and Constellation Energy ( CEG ) followed with gains of 13.4% and 10.1% respectively, both nuclear-exposed power producers that have emerged as direct beneficiaries of the same AI infrastructure electricity thesis driving Oklo, as hyperscalers race to secure long-term clean power agreements to fuel their data center buildouts. The broader list includes a variety of utility types, from multi-utilities like NorthWestern Energy Group, Inc. ( NWE ) and Black Hills Corporation ( BKH ) to gas utilities such as MDU Resources Group, Inc. ( MDU ) and Southwest Gas Holdings, Inc. ( SWX ). Quant ratings across the list vary significantly, with American Electric Power Company, Inc. ( AEP ) earning a Buy rating of 4.18, while others like MDU Resources Group, Inc. ( MDU ) and MGE Energy, Inc. ( MGEE ) carry Sell ratings. Here is the list: Oklo Inc. ( OKLO ), 1 month performance percentage: 46.45% Talen Energy Corporation ( TLN ), 1 month performance percentage: 13.44% Constellation Energy Corporation ( CEG ), 1 month performance percentage: 10.14% NorthWestern Energy Group, Inc. ( NWE ), 1 month performance percentage: 9.14% Black Hills Corporation ( BKH ), 1 month performance percentage: 8.03% MDU Resources Group, Inc. ( MDU ), 1 month performance percentage: 7.47% Southwest Gas Holdings, Inc. ( SWX ), 1 month performance percentage: 6.50% NextEra Energy, Inc. ( NEE ), 1 month performance percentage: 4.42% American Electric Power Company, Inc. ( AEP ), 1 month performance percen...
Vessels in the Strait of Hormuz near Bandar Abbas, Iran, May 4, 2026. Amirhosein Khorgooi | ISNA | WANA | Via Reuters Traders on prediction markets platform Kalshi don't think the Strait of Hormuz will see normal traffic flows until late summer or September. While the U.S. and Iran have maintained a ceasefire, Iran has yet to signal when it may open the strait nor has the U.S. indicated when it mi...
Vessels in the Strait of Hormuz near Bandar Abbas, Iran, May 4, 2026. Amirhosein Khorgooi | ISNA | WANA | Via Reuters Traders on prediction markets platform Kalshi don't think the Strait of Hormuz will see normal traffic flows until late summer or September. While the U.S. and Iran have maintained a ceasefire, Iran has yet to signal when it may open the strait nor has the U.S. indicated when it might end its naval blockade of the passageway. Traders now give a 57% chance traffic in the strait will return to normal by September 1. Odds that will happen by August are hovering around 56%. Kalshi defines normal traffic flows on the contract as the 7-day moving average of transit through the strait crossing 60 based on data from IMF PortWatch. On Monday, the U.S. and Iran made conflicting claims about a ship near the strait. Iranian state media claimed that the country hit a U.S. warship with two missiles, forcing the vessel to retreat. U.S. Central Command denied that claim. Traders also digested news that the United Arab Emirates on Monday said it intercepted Iranian missiles for the first time since the ceasefire began. It came after on Sunday President Donald Trump said the U.S. military will "guide" ships through the strait that have been stranded near it since the war began. The latest headlines and lack of any breakthrough in negotiations between the two countries have made traders reassess when they think the Strait will open. Just a week ago, on April 27, traders thought the most likely scenario was the strait reopening by July 1. Traders, though, see the passageway likely open by next year, giving 76% odds that normal traffic returns by January 1, 2027. Disclosure: CNBC and Kalshi have a commercial relationship that includes a CNBC minority investment. Markets shift and headlines fade, but the core principles of building long-term wealth remain constant. Join us for our third CNBC Pro LIVE, where investors of all backgrounds - from financial professionals to ev...
In this article APO GS BX Follow your favorite stocks CREATE FREE ACCOUNT Anthropic CEO Dario Amodei looks on after a meeting with French President Emmanuel Macron during the AI Impact Summit in New Delhi on February 19, 2026. Ludovic Marin | Afp | Getty Images Anthropic said Monday it is partnering with private equity giants Goldman Sachs and Blackstone to launch a $1.5 billion firm aimed at spee...
In this article APO GS BX Follow your favorite stocks CREATE FREE ACCOUNT Anthropic CEO Dario Amodei looks on after a meeting with French President Emmanuel Macron during the AI Impact Summit in New Delhi on February 19, 2026. Ludovic Marin | Afp | Getty Images Anthropic said Monday it is partnering with private equity giants Goldman Sachs and Blackstone to launch a $1.5 billion firm aimed at speeding the adoption of artificial intelligence across hundreds of companies. The new entity, formed alongside the San Francisco-based PE firm Hellman & Friedman and backed by a group of asset managers including Apollo and General Atlantic, will deploy Anthropic's Claude AI model directly inside businesses, starting with companies owned by the investment firms. Executives say the effort is designed to tackle a growing bottleneck in the AI boom: The scarcity of experts capable of implementing the technology inside real-world operations. "There's a big shortage of people who know how to apply these tools into businesses and then transform them," Marc Nachmann, Goldman's global head of asset and wealth management, told CNBC in an interview. The move marks Anthropic's latest effort to deepen its lead in the enterprise AI market as competition intensifies with rivals including OpenAI. By pairing the latest Claude models with a built-in network of investor-owned companies, Anthropic is positioning itself to gain an edge in middle-market adoption of the technology. It's a key battleground as both Anthropic and OpenAI prepare for massive IPOs as early as this year. Rather than acting as a traditional consulting firm, the venture — which hasn't yet been named — will embed engineers inside companies to redesign workflows and integrate AI into core processes, Nachmann said. "Having the model alone doesn't change your workflows or how you operate," he said. "You need people who can combine the technology with what's actually happening in the business and implement those changes." The Wall...
Andrii Dodonov/iStock via Getty Images U.S. Treasury yields moved sharply higher on Monday, with the long end leading the selloff as markets reassessed the path for interest rates amid rising geopolitical tensions and a renewed spike in oil prices. The 2-year ( US2Y ) yield rose 9.5 basis points to 3.99%, while the 5-year ( US5Y ) climbed 9 basis points to 4.11%. Benchmark 10-year ( US10Y ) yields...
Andrii Dodonov/iStock via Getty Images U.S. Treasury yields moved sharply higher on Monday, with the long end leading the selloff as markets reassessed the path for interest rates amid rising geopolitical tensions and a renewed spike in oil prices. The 2-year ( US2Y ) yield rose 9.5 basis points to 3.99%, while the 5-year ( US5Y ) climbed 9 basis points to 4.11%. Benchmark 10-year ( US10Y ) yields gained 7.9 basis points to 4.46%, edging closer to the 4.50% mark. The 30-year ( US30Y ) yield jumped 6.7 basis points to 5.03%, breaking above the key 5% level. The move higher in yields came as oil prices climbed about 4.7%, recovering earlier losses as geopolitical risks in the Middle East dominated sentiment. There was no breakthrough in U.S.-Iran negotiations, while disruptions in the Strait of Hormuz kept supply concerns elevated. Market participants remained focused on the critical shipping corridor, where constrained traffic continued to support crude prices. The United Arab Emirates issued a missile threat warning for the first time since a U.S.-Iran ceasefire weeks ago, underscoring the fragility of the truce. The warning followed an attack on a tanker owned by Abu Dhabi National Oil Co., which was struck by Iranian drones outside the Strait of Hormuz. President Donald Trump said the U.S. would assist vessels stranded in the waterway, though the move did little to calm markets. Crude held above $100 a barrel, keeping inflation risks in focus and adding pressure on bonds. The rise in yields reflects a broader repricing across the curve, with the 30-year ( US30Y ) decisively above 5% and the 10-year ( US10Y ) approaching highs seen earlier this year. Notably, market pricing has now erased expectations for any additional rate cuts this year. Yields have largely round-tripped recent declines, with the 2-year ( US2Y ) sitting just 12 basis points below its highs of the past year, while the 10-year ( US10Y ) continues to push back toward 2026 highs above 4.4%. More on ...
At midday, the S&P 500 (SNPINDEX:^GSPC) slipped 0.40% to 7,201.55, the Nasdaq Composite (NASDAQINDEX:^IXIC) eased 0.40% to 25,015.09, and the Dow Jones Industrial Average (DJINDICES:^DJI) fell 0.83% to 49,087.31 as oil’s surge above $100 pressured markets. Circle Internet Group soared 17% on reports that lawmakers had made progress toward clearer stablecoin and cryptocurrency legislation. Popular ...
At midday, the S&P 500 (SNPINDEX:^GSPC) slipped 0.40% to 7,201.55, the Nasdaq Composite (NASDAQINDEX:^IXIC) eased 0.40% to 25,015.09, and the Dow Jones Industrial Average (DJINDICES:^DJI) fell 0.83% to 49,087.31 as oil’s surge above $100 pressured markets. Circle Internet Group soared 17% on reports that lawmakers had made progress toward clearer stablecoin and cryptocurrency legislation. Popular crypto exchange, Coinbase , also gained. Delivery services such as FedEx and United Parcel Service slipped on news that Amazon would expand its shipping and distribution services. Investors will be watching upcoming earnings from Advanced Micro Devices and Palantir Technologies to assess the strength of artificial intelligence (AI) and broader tech leadership. Continue reading
The raise gives Sierra more than $1 billion to work with — capital the company says it will use to become the "global standard" for AI-powered customer experiences.
The raise gives Sierra more than $1 billion to work with — capital the company says it will use to become the "global standard" for AI-powered customer experiences.
Palantir Technologies (NASDAQ: PLTR) reports Q1 2026 results after the close today. Management guided at least 115% U.S. commercial growth for the year just as Anthropic’s enterprise AI push reshaped software buying. I’ll be watching whether commercial momentum held. Commercial Acceleration Meets a New Competitor Last quarter Palantir delivered $1.41B in revenue, up 70% YoY, ... Did Anthropic Suck...
Palantir Technologies (NASDAQ: PLTR) reports Q1 2026 results after the close today. Management guided at least 115% U.S. commercial growth for the year just as Anthropic’s enterprise AI push reshaped software buying. I’ll be watching whether commercial momentum held. Commercial Acceleration Meets a New Competitor Last quarter Palantir delivered $1.41B in revenue, up 70% YoY, ... Did Anthropic Suck the Air From Palantir’s Commercial Contract Tailwinds?
随着霍尔木兹海峡紧张局势推高油价，以及美国总统特朗普威胁提高欧盟输美汽车关税，欧洲股市下跌，汽车股承压。 欧元区斯托克50指数下跌2%，斯托克欧洲600指数收跌1%。在收盘前30分钟，阿联酋表示探测到来自伊朗的导弹飞向本国后，指数进一步走低。伦敦股市因假日休市。 在年初表现强劲后，欧洲股市目前落后于亚洲和美国股市，后者因人工智能相关乐观情绪获得提振。不过，多头仍指出企业盈利表现尚可。 La Fin...
随着霍尔木兹海峡紧张局势推高油价，以及美国总统特朗普威胁提高欧盟输美汽车关税，欧洲股市下跌，汽车股承压。 欧元区斯托克50指数下跌2%，斯托克欧洲600指数收跌1%。在收盘前30分钟，阿联酋表示探测到来自伊朗的导弹飞向本国后，指数进一步走低。伦敦股市因假日休市。 在年初表现强劲后，欧洲股市目前落后于亚洲和美国股市，后者因人工智能相关乐观情绪获得提振。不过，多头仍指出企业盈利表现尚可。 La Financiere de l’Echiquier交易主管David Kruk表示：“我认为这只是又一次回调，投资者可能会在接下来三天内逢低买入。” 在特朗普表示欧盟未能完全遵守与美国达成的贸易协议后， BMW YY> 宝马 汽车下跌2.4%，梅赛德斯-奔驰集团下跌3.3%， 大众汽车 下跌2.8%，领跌大盘。 责任编辑：李桐
Julie Ask, a tech futurist and advisor specializing in consumer behavior, discusses the robust demand for Apple products among the company's affluent customer base. She highlights that despite broader market challenges, high-income consumers remain eager to purchase key Apple devices such as the iPhone, iPad, and Mac. (Source: Bloomberg)
Julie Ask, a tech futurist and advisor specializing in consumer behavior, discusses the robust demand for Apple products among the company's affluent customer base. She highlights that despite broader market challenges, high-income consumers remain eager to purchase key Apple devices such as the iPhone, iPad, and Mac. (Source: Bloomberg)
Greg Abel lead the Berkshire Hathaway Inc. shareholders meeting on Saturday for the first time as CEO. It was very different compared to when Warren Buffett ran the program. Matthew Palazola of Bloomberg Intelligence was there and came on Bloomberg Radio to talk about what he saw. (Source: Bloomberg)
Greg Abel lead the Berkshire Hathaway Inc. shareholders meeting on Saturday for the first time as CEO. It was very different compared to when Warren Buffett ran the program. Matthew Palazola of Bloomberg Intelligence was there and came on Bloomberg Radio to talk about what he saw. (Source: Bloomberg)
Earnings Call Insights: Hess Midstream LP (HESM) Q1 2026 Management View "In March, we completed an accretive $60 million share and unit repurchase from the public and our sponsor." (Chief Executive Officer Jonathan Stein) "Last week, we increased our distribution 2%, approximately 8% on an annualized basis for Class A shares." (Chief Executive Officer Stein) "Throughput volumes averaged 430 milli...
Earnings Call Insights: Hess Midstream LP (HESM) Q1 2026 Management View "In March, we completed an accretive $60 million share and unit repurchase from the public and our sponsor." (Chief Executive Officer Jonathan Stein) "Last week, we increased our distribution 2%, approximately 8% on an annualized basis for Class A shares." (Chief Executive Officer Stein) "Throughput volumes averaged 430 million cubic feet per day for gas processing, 119,000 barrels of oil per day for crude terminaling and 115,000 barrels of water per day for water gathering." (Chief Executive Officer Stein) "Consistent with our annual guidance, we continue to expect volumes to grow the rest of the year, excluding the impact of planned maintenance at TGP in the second quarter that is expected to reduce volumes by 5 million to 10 million cubic feet per day for the quarter." (Chief Executive Officer Stein) "With the second compressor station online and reflecting Chevron's move to longer laterals, which reduces well-connect CapEx for Hess Midstream, we have now reduced our 2026 estimated capital expenditure by 1/3 to approximately $100 million." (Chief Executive Officer Stein) "As a result of this reduction and together with the deferral of cash taxes, we are increasing our 2026 adjusted free cash flow guidance to $910 million to $960 million, reflecting a 20% increase year-over-year at the midpoint." (Chief Executive Officer Stein) "For the first quarter of 2026, net income was $158 million... Adjusted EBITDA for the first quarter of 2026 was $300 million... [and] adjusted free cash flow [was] approximately $237 million." (Chief Financial Officer Michael Chadwick) Outlook "For the second quarter of 2026, we expect net income to be approximately $150 million to $160 million and adjusted EBITDA to be approximately flat with the first quarter at $295 million to $305 million, which includes the impact of planned second quarter maintenance at the Tioga Gas Plant." (Chief Financial Officer Chadwick) "F...
Techa Tungateja/iStock via Getty Images Merger Monday is a thing. You generally get news of big acquisitions and mergers on Monday. We had one today with GameStop Corp. ( GME ) offering to buyout EBAY ( EBAY ). We have seen some strange deals here with people chasing one bubble after the next, but this one might be right at the top of the list. We go over the conditions, tell you why EBAY executiv...
Techa Tungateja/iStock via Getty Images Merger Monday is a thing. You generally get news of big acquisitions and mergers on Monday. We had one today with GameStop Corp. ( GME ) offering to buyout EBAY ( EBAY ). We have seen some strange deals here with people chasing one bubble after the next, but this one might be right at the top of the list. We go over the conditions, tell you why EBAY executives are probably laughing at this offer and go over how it can be easily topped. The Offer Before we start, let's see the market caps and enterprise values of the two companies. EBAY sports a market capitalization almost 4 times that of GME. Data by YCharts If you adjust for cash/debt held on the balance sheet (aka enterprise value), EBAY is about 7 times the size of GME. Data by YCharts So as far as offers go, this has to be one of the most disproportional. It might make sense if EBAY was gunning for GME. The other way around? Only would happen in meme heaven, which is where we are. GME offered $125 for EBAY shares, a modest premium to the stock's closing price on May 1, 2026. This changes the numbers above even more in favor of EBAY. GME proposes to achieve this by issuing more of its overvalued stock and taking on tons of debt. GameStop common stock, with full shareholder election rights as to consideration type and pro-rata allocation. Aggregate undiluted equity value is approximately $55.5 billion, based on eBay’s most recently disclosed undiluted share count, representing a 27% premium to the 30-day VWAP and a 36% premium to the 90-day VWAP. The transaction is conditioned on customary closing conditions. The cash consideration is expected to be funded from a combination of (i) cash and liquid investments on GameStop’s balance sheet, which totaled ~$9.4 billion as of January 31, 2026, and (ii) third-party acquisition financing, in respect of which GameStop has received a highly-confident letter from TD Securities for up to $20 billion. Source: GME (emphasis ours) Our Vi...
JHVEPhoto Shopify ( SHOP ) is set to announce first-quarter earnings results on Tuesday, and investors will be watching the company’s agentic commerce and AI-driven initiatives, as well as its gross merchandise volume (GMV) growth, amid geopolitical uncertainty, higher fuel prices, and weakening consumer confidence. Wall Street expects the Canadian e-commerce company to post EPS of $0.33 on revenu...
JHVEPhoto Shopify ( SHOP ) is set to announce first-quarter earnings results on Tuesday, and investors will be watching the company’s agentic commerce and AI-driven initiatives, as well as its gross merchandise volume (GMV) growth, amid geopolitical uncertainty, higher fuel prices, and weakening consumer confidence. Wall Street expects the Canadian e-commerce company to post EPS of $0.33 on revenue of $3.09B for the quarter. The company, during its Q4 earnings call, said that it expects Q1 revenue growth in the low 30s year over year, similar to its Q4 2025 growth rate. Market analysts see upside for the company, citing that the firm’s agentic commerce and AI strategy are powering its top-line growth. KeyBanc Capital Markets rated SHOP as Overweight, with a price target of $160, implying over 25% upside from last Friday’s close of $127.67. The brokerage firm highlighted that Shopify-backed Universal Commerce Protocol (UCP) has recently added major players like Amazon, Microsoft, Meta, and Salesforce to its tech council. Although Shopify also supports the Agentic Commerce Protocol, the brokerage firm believes the momentum of UCP is more beneficial for Shopify and its merchants. The company’s shares have dipped over 21% year to date, underperforming the benchmark S&P 500, which has gained 5.6% in the same period. Seeking Alpha’s Quant Rating is cautious, rating the stock as a hold. However, Seeking Alpha analysts and Wall Street analysts are bullish, rating SHOP a Buy. Seeking Alpha analyst Agar Capital said that Shopify remains a compelling “Buy” despite its premium valuation, driven by robust 30%+ growth and operational leverage. The analyst highlighted that Q1 2026 is pivotal and added that confirmation of $100B+ GMV, 30%+ revenue growth, and disciplined expenses could justify a $180 price target. However, the analyst warned that risks include delayed agentic commerce monetization, gross margin compression from payments, and slower enterprise execution. “Agentic co...