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16.10.25 - 18:54
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Did Goldman Just Spot ′Peak Reddit′? (ZeroHedge)
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Did Goldman Just Spot 'Peak Reddit'?
A team of Goldman analysts led by Eric Sheridan published an earnings preview note that covered the digital advertising sub-sector. What caught our attention wasn't the changes in stock recommendations, but a section further down that cited SensorTower data on growth and engagement trends across major social media platforms.
Building on our earlier report that "ChatGPT massively reduced Reddit citations," with SimilarWeb data showing steep declines in U.S. web traffic on Reddit, Sheridan expanded on this emerging theme, citing new SensorTower data that showed both monthly active users and time spent on Reddit have peaked.
The decline and fall of social media pic.twitter.com/woMZkCDlsN
— zerohedge (@zerohedge) October 16, 2025
SensorTower shows Reddit's monthly user time spent in the app or website worldwide and the U.S. steadily increased since the early days of Covid, but likely peaked earlier this year, as shown in the data below....
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10.10.25 - 14:36
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Trump to Travel to Israel to Welcome Home Freed Hostages | The Pulse 10/10 (Bloomberg)
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Israel and Hamas have approved a deal that will see the release of the remaining hostages being held in Gaza. The US President Donald Trump says he plans to travel to Israel to welcome them home. A ceasefire is now in effect in Gaza, with aid deliveries set to be ramped up and Israeli troops due to withdraw to an agreed line.
Bloomberg has learnt that Microsoft's data center shortages are set to continue well into 2026 - longer than the company has previously forecast. It adds to concerns over tech valuations which have seen Wall Street taking a breather after a succession of all-time highs.
Today's guests: Sam Lynton-Brown, BNP Paribas Markets 360; Helaina Matza, TechMet; Marta Lorimer, University of Cardiff; Fawaz Gerges, LSE (Source: Bloomberg)...
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09.10.25 - 14:18
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Gaza Breakthrough: Israel, Hamas Agree to Hostage Deal: The Pulse 10/09 (Bloomberg)
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Israel and Hamas have reached a deal for the release of all hostages held by the militant group in Gaza, a major step toward ending a two-year war that's devastated the Palestinian territory and triggered multiple conflicts in the Middle East as well as protests across the world. The agreement was reached early on Thursday after several days of indirect negotiations between the warring sides in the Egyptian resort of Sharm El-Sheikh. In France, President Emmanuel Macron said he'll name a new prime minister by Friday evening, having for the time being avoided the need to call a snap election that would have deepened the political chaos in France.
Today's guests: Marie Jacot, Edmond de Rothschild Asset Management France CEO, Amy Gower, Morgan Stanley Metals and Mining Commodities Strategist, Mujtaba Rahman, Eurasia Group Europe Managing Director, David O'Sullivan, EU Sanctions Envoy
(Source: Bloomberg)...
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09.10.25 - 14:06
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HSBC′s $14B Hong Kong Bet, Israel & Hamas Strike Hostage Deal | The Opening Trade 10/9 (Bloomberg)
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Israel and Hamas have agreed to terms for the release of all hostages held by the Palestinian militant group in Gaza, a major breakthrough in the US- and Qatari-brokered negotiations to end their two-year war. The deal is expected to see Hamas free the roughly 20 people taken during the October 2023 attacks that are still alive, alongside the remains of more than two dozen who died in captivity. Israel would release almost 2,000 Palestinian prisoners along with the troop movement.
HSBC proposed taking its troubled Hong Kong subsidiary Hang Seng Bank Ltd. private in a deal representing a major bet on the Chinese financial hub.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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07.10.25 - 15:06
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ClickHouse Extends Series C Financing and Expands Leadership Team to Fuel Growth (Business Wire)
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SAN FRANCISCO--(BUSINESS WIRE)--ClickHouse, a leader in real-time analytics, data warehousing, observability, and AI/ML, today announced an extension of its Series C financing and related transactions. New investors Citi Ventures, Insight Partners, Peak XV Partners, Founders Circle Capital, D. E. Shaw Ventures, Adams Street Partners, Rosberg Ventures, Expanding Capital, and notable individuals such as 49ers Brock Purdy, Christian McCaffrey, and Kyle Juszczyk joined the round, with continued participation from existing investors Altimeter, Bessemer Venture Partners, IVP, BOND, and GIC.
The company has surpassed 2,000 customers and more than quadrupled ARR over the past year. Customer adoption has surged, with new wins including Cyera, Hewlett Packard Enterprise, Insider, Laravel, Masorange, Qualified, Shopmonkey, and Supabase, while long-term customers such as Canva, Harvey, LangChain, Perion, and SonyLIV extended their contracts. Adoption has been especially strong among AI companies, with Anthropic, Lang...
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17.09.25 - 01:06
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Why JPMorgan Says Fiverrs Painful Layoffs Could Lead To Long-Term Gain (Benzinga)
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Fiverr's AI-driven restructuring positions them for long-term growth, according to JPMorgan analyst. Reiterates guidance, expects $30M annual savings.
Latest Ratings for FVRR
DateFirmActionFromTo Feb 2022RBC CapitalMaintainsSector Perform Feb 2022NeedhamMaintainsBuy Jan 2022Piper SandlerInitiates Coverage OnOverweight
View More Analyst Ratings for FVRR
View the Latest Analyst Ratings
read more...
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10.09.25 - 02:06
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Oil Rises on Israel′s Strike Targeting Hamas in Qatar | The Close 9/9/2025 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are CIBC Private Wealth's Rebecca Babin, Gabelli Funds' John Belton, T-Mobile's Srini Gopalan, Former US Bureau of Labor statistics Commissioner and Cornell ILR School's Erica Groshen, Envestnet's Dana D'Auria, D.A. Davidson's Gil Luria, NYU Professor Meredith Broussard, Buffalo Bayou Holdings's Frank Monkam, Syntilay's Ben Weiss and Joe Foster. (Source: Bloomberg)...
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08.09.25 - 21:54
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"Go Talk To Bill Gates About Me": How JP Morgan Enabled Jeffrey Epstein′s Crimes, Snagged Netanyahu Meeting (ZeroHedge)
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"Go Talk To Bill Gates About Me": How JP Morgan Enabled Jeffrey Epstein's Crimes, Snagged Netanyahu Meeting
On an autumn day in 2011, Jeffrey Epstein stepped into JPMorgan Chase's headquarters at 270 Park Avenue and rode the elevator to the executive floors where the bank's leaders, including Chief Executive Jamie Dimon, kept their offices. Epstein, who had pleaded guilty to a sex crime in Florida three years earlier, had a message for the bank's top lawyer, Stephen Cutler: he had “turned over a new leaf,” he said, and powerful friends could vouch for him. “Go talk to Bill Gates about me.”
Key takeaways:
Epstein was connected to Israeli PM Benjamin Netanyahu, not just former PM Ehud Barak
He wired 'hundreds of millions of dollars in payments to Russian banks and young Eastern European women'
Accounts for young women were opened without in-person verification (in one case a SSN could not be confirmed)
Jes Staley was constantly running interference for Epstein vs. JPM ...
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