Author: Errica Jensen

Technically speaking, anthropogenic stock does not exist, at least not in the sense that most investors anticipate. No opening bell is ringing at the NYSE, and no ticker is scrolling across CNBC. Nevertheless, not many businesses have been able to influence public markets as effectively as Anthropic has in the last month. Shares of IBM fell precipitously last week when Anthropic revealed new features for its Claude AI system, especially the ability to decipher and simplify legacy COBOL code. The market value of billions vanished in a matter of hours. It felt odd to watch the selloff unfold, as if…

The stock of WDAY seems to be stuck in a time war. On the one hand, Workday, Inc. recently reported fiscal fourth-quarter revenue of $2.53 billion, which represents a 14.5% increase from the previous year. Revenue from subscriptions increased by almost 16%. For the year, operating cash flow increased by nearly 20%. These aren’t the numbers of a retreating company. Company NameWorkday, Inc.Stock TickerWDAY (NASDAQ)Founded2005HeadquartersPleasanton, California, USACEOCarl M. EschenbachEmployees20,588 (2025)Market Cap~$35.2 Billion52-Week Range$117.76 – $276.00Latest Price$133.76 (Feb 27 Close)P/E Ratio~51.72025 Revenue$9.55 BillionInvestor Relationshttps://investor.workday.comCompany Websitehttps://www.workday.com Despite this, the stock is down about 38% so far this year and is currently trading…

Compared to other tech names, MELI stock has always felt a little different. It embodies the vitality of developing markets, which are loud, rapidly expanding, and sometimes chaotic. It has also been humbled recently. Despite reporting a 45% increase in revenue for the fourth quarter, shares are down about 33% from their 52-week high, trading at about $1,750. That discrepancy appears to be confusing at first glance. MercadoLibre, Inc., the company that runs the ticker, recently reported net revenue of $8.76 billion for the quarter, with a roughly 35% increase in gross merchandise volume in Brazil and Mexico. The sales…

There has been a silent identity crisis for CRM stock. Salesforce was the dominant force in cloud software for many years, transforming customer relationship management into a lucrative subscription business. Its headquarters, the shining Salesforce Tower that rises over the skyline of San Francisco, used to seem like a testament to its unrelenting expansion. The stock is currently trading at about $194, far below its peak of over $300 last year, and the atmosphere is more composed. Salesforce, Inc., the company that created the ticker, recently reported a successful quarter. Revenue increased 12% year over year to $11.2 billion in…

The stock of CRWV has been hovering on the brink of extremes. One day, it seems invincible, riding the wave of artificial intelligence alongside Microsoft and Nvidia. The next day, it’s plummeting by almost 20% in a single session, depleting its market value by billions before lunch. CoreWeave, Inc., the company that created the ticker, reported $1.57 billion in revenue for the fourth quarter, an increase of about 110% from the previous year. Normally, such growth would cause euphoria. Rather, after closing close to $97, shares fell precipitously to about $79.56. Investors focused on growing losses and a lower-than-expected revenue…

Some selloffs seem to be routine. On some days, a stock appears to fall through the floor. After management halted full-year guidance, Odd stock, or the public shares of Oddity Tech Ltd., recently closed at $11.77, down almost 50% in a single session. The decline feels more like a rupture than volatility for a company that reached a high of $79.18 in the last 12 months. The odd thing is that the quarter wasn’t all that bad. Revenue reached $152.7 million, up 23.5% from the previous year. At $0.20 per share, earnings exceeded forecasts. Despite a slight compression, gross margins…

Sometimes a stock feels like a cultural event, and other times there are stock rallies. This week, Block, Inc.’s public face, XYZ stock, experienced one of those moments. Just the numbers are shocking. After rising as much as 24% during extended trading, shares closed at $63.70, up more than 16% in a single session. It came after CEO Jack Dorsey announced the company would lay off about 4,000 workers, or nearly half of its workforce, due to the rapid advancements in artificial intelligence. Investors didn’t hesitate. They purchased. The symbolism is difficult to miss. The glass facade of Block’s Oakland…

Every morning, millions of smartphone screens still display the bright green owl from Duolingo, reminding users to practice their Japanese, French, or Spanish. However, the atmosphere on Wall Street has been less upbeat recently. Following its most recent earnings report, Duolingo’s stock fell more than 20%, reaching about $101 — a sharp decline from the company’s peak of over $540 last year. The business’s financial results weren’t bad. Recent quarters saw a more than 40% year-over-year increase in revenue, and engagement is still high. However, investors appeared to be focused on a single message from management: Duolingo is prepared to…

IBM has weathered more corporate rebrandings than most businesses try in their lifetimes, as well as wars, recessions, and the dot-com bust. However, it felt different last week to watch IBM stock drop 11% in a single session. Not exactly disastrous. But disturbing. Reports that Anthropic’s AI tools could automate modernization of COBOL systems, the antiquated programming language that subtly powers government databases, banks, and insurers, caused the decline, which was the worst in over 20 years. IBM’s mainframe and COBOL ecosystem has been a reliable, nearly imperceptible source of cash flow for many years. That engine suddenly appeared vulnerable.…

Screens continue to flash red and green with a subdued urgency, but the trading floor no longer roars as it once did. The stock of Paramount Skydance did what investors had been waiting for on Thursday afternoon: it surged by over 20%. That kind of spike feels almost theatrical for a business that has been stumbling through earnings misses and skepticism. After months of conjecture, Paramount’s offer to buy Warner Bros. Discovery at $31 per share put an end to the competition and eliminated Netflix. The market reacted rapidly. PSKY saw a significant increase in after-hours trading, closing at $13.51.…