Equity Capital Market

The AI Pivot Trade: What Allbirds’ 580% Surge Tells Us About 2026

September 12, 2026April 15, 2026 by Bruno M.

Allbirds’ +580% surge after rebranding as ‘NewBird AI’ echoes the blockchain pivot playbook. Here’s what history says about companies that abandon their core business for the hottest trend.

Netflix Q1 2026 Earnings: What the Numbers Need to Show

September 12, 2026April 15, 2026 by Bruno M.

Netflix reports Q1 2026 earnings on April 16. Analysts expect $12.4B in revenue and 17.8% growth. Here are the metrics that will move the stock.

Credo Technology: The AI Chip Stock Outrunning Nvidia in 2026

September 12, 2026April 14, 2026 by Bruno M.

CRDO surged 11% on April 14 as Jefferies initiated coverage and AI data center demand drove triple-digit revenue growth — here’s what’s behind the rally.