MercadoLibre looks like it’s burning cash, but that apparent problem may actually come from pouring money into its fast-growing lending business. If that bet pays off, the company could be far more valuable than the market expects—but the next earnings report may quickly reveal whether this is smart reinvestment or a lasting drag.Read more

Reddit’s shares drop hard even after what looks like a strong quarter, and the reason isn’t as simple as “the market is wrong.” The key question is whether a brewing fight with Google could hurt traffic and future deals—or end up strengthening Reddit’s hand for years.Read more

Microsoft is no longer just Windows and Office — it’s increasingly the “toll road” many businesses use to run and manage AI through Azure and Copilot. The big question is whether heavy spending on new data centers turns into faster growth, or becomes a costly bet if AI demand cools.Read more

Meta’s shares slide even as its ad business keeps getting stronger, and the big hit comes from heavy spending and a couple of messy, one-off costs. The real question is whether that spending builds a long-term advantage or turns into a money sink—and what that means for adding more shares versus simply holding.Read more

Vertiv stumbles on earnings day even after strong growth and a higher outlook, suggesting the stock price may be driven more by hype and forced buying than by the business itself. The key question now is whether the selloff actually makes it a good deal—or just a less expensive version of an already pricey favorite.Read more

ServiceNow looks dull on the surface, but many large companies rely on it to keep everyday work moving across IT, HR, security, and customer support. The bigger story is its push to help companies keep control of how artificial intelligence is used inside the business, even when the stock falls out of favor.Read more

Workday’s business signals look stronger even as the stock keeps sliding, with customers committing to future use and more companies turning on its built-in AI tools instead of walking away. See what that could mean for future sales and profits—and what signs would show the worry about AI replacing Workday is starting to come true.Read more

Veeva runs behind-the-scenes software that drugmakers rely on for tightly controlled work, where a mistake can slow a study or paperwork needed to bring medicines to patients. With new AI tools being built right into those existing systems, the big question is whether Veeva can turn that built-in trust into a new wave of growth—without investors overpaying.Read more