Lack of a Set List Led to Big Selloffs For This Ticket Giant

In partnership with

Live events are on fire, but markets hate flying blind. One ticket giant just delivered solid growth, then skipped a Q4 outlook and got punished with a 20%+ drop.

We’ll dig into what to do when the numbers look good but the guidance disappears for you.

84% Deploy Gen AI Use Cases in Under Six Months – Real-Time Web Access Makes the Difference

Your product is only as good as the data it’s built on. Outdated, blocked, or missing web sources force your team to fix infrastructure instead of delivering new features.

Bright Data connects your AI agents to public web data in real time with reliable APIs. That means you spend less time on maintenance and more time building. No more chasing after unexpected failures or mismatches your agents get the data they need, when they need it.

Teams using Bright Data consistently deliver stable and predictable products, accelerate feature development, and unlock new opportunities with continuous, unblocked web access.

Never Miss Our Top Tech Recommendations Again!

We now send our tech picks via text, too, so you’ll get the same tech breakout news without having to open your inbox.

Social Media

Meta Drops a Digital Bouncer for Reels Thieves

Meta (NASDAQ: META) launched a new protection system that hunts down stolen reels across its platforms.

The tool scans Facebook and Instagram for reposts of your videos and flags them before they gain views.

You decide whether to block the copy, track it, or attach a redirect label that points viewers back to your original reel.

The system borrows the same matching engine used for Meta’s enterprise rights management tools, just compressed and redesigned for everyday creators who want fewer headaches and more control.

Copycats Lose Their Safe Space

Creators get a dashboard that shows every match, percentage similarity, and performance data.

You can whitelist friendly accounts, ignore harmless reposts, or instantly shut down any opportunistic thief hoping to ride your work.

Meta designed this structure to pull creators deeper into Facebook’s ecosystem, especially since the tool only protects reels that pass through Facebook at least once.

More Visibility For The Originals

The new system also nudges creators to cross-post through Facebook, giving their reels extra reach and stronger tracking.

You might discover that your content is traveling farther than you thought, and now you actually get a piece of that momentum.

Meta is rolling this out to creators in its monetization programs first, with more access coming soon as integrity and originality checks expand.

Ecommerce

Amazon Pushes E-Commerce Deeper Into the Used Vehicle Market

Amazon is pushing harder into automotive commerce, expanding its Amazon Autos platform from new cars into certified pre-owned vehicles.

The marketplace now lets you browse, finance, and buy used cars from participating dealerships with the same ease you shop for headphones or air fryers.

Instead of creating a standalone system, Amazon plugged the entire workflow directly into its existing marketplace.

Your checkout flow starts to look like a Prime order, except the delivery happens at a dealership instead of your mailbox.

Dealerships Become Fulfillment Partners

Dealers still handle the physical handoff, but Amazon sits on top of the discovery and purchase funnel.

You choose a car, complete most of the paperwork online, then pick a time to collect the vehicle.

Every certified pre-owned vehicle comes with protections that make the experience feel familiar.

You get a return window, a clean inspection trail, and a workflow that removes traditional friction points you have dealt with before.

A Bigger Auto Push Is Taking Shape

Amazon Autos started with new vehicles, but expanding into certified used cars signals something bigger. The company is building an end-to-end auto marketplace spanning price points, brands, and regions.

You should expect more cities to come online, as Amazon rarely tests anything it does not intend to scale.

If ecommerce is the front door for buying almost everything, Amazon is making sure your next car is on that list, too.

Don’t Wait (Sponsored)


I'd like to give you a free copy of our brand-new report: 7 Best Stocks for the Next 30 Days.

Our objective, mathematical stock prediction system has consistently outperformed the market — delivering strong returns over decades.

This just-released Special Report reveals the 7 most explosive stocks from our top-ranked selections.

Fewer than 5% of stocks qualify to be one of our “7 Best.”

These could be the most exciting short-term trades in your portfolio.

Don’t wait — see these picks before your next trade.

[Click Here for the Free Report]

*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.

Cloud

Nvidia Just Plugged Itself Into The Biggest AI Power Socket Yet

Nvidia (NASDAQ: NVDA) has pushed itself deeper into the AI bloodstream with a massive new alliance that links its GPUs directly into Anthropic’s next wave of model upgrades.

The scale keeps climbing because every new generation demands more compute than the last, and Nvidia wants to lock in the top labs before competitors even wake up.

AI training is now a global energy sport.

Whoever controls the biggest GPU clusters controls the pace of breakthroughs, and Nvidia is making sure those breakthroughs keep running on its hardware.

You can feel how tightly the ecosystem is forming around its chips.

Training Dreams Need Industrial Heat

Anthropic is committing tens of billions in cloud consumption, and Nvidia is anchoring itself right inside that pipeline.

That means multi-year GPU stacks, fresh data center builds, and another round of high voltage compute running nonstop for model training.

Demand always creeps upward. Each new system comes with heavier memory needs, faster interconnects, and longer training cycles.

Nvidia thrives on that pressure because every pain point becomes another GPU sale.

Cloud Titans Race to Grab More Power

AI companies keep signing cloud and compute partnerships as if they were stocking up for a storm.

The more they scale, the more Nvidia becomes unavoidable because the industry still bends around its architecture.

Even if you argue about market bubbles, the tech still needs to be built, cooled, and deployed. Nvidia is the one selling the electricity for the entire race.

Trivia: Which country’s currency has a coin nicknamed the “Loonie”?

Login or Subscribe to participate in polls.

Recent Tech Movers

Dell Technologies (NYSE: DELL)
AI Servers Meet Memory Math
Morgan Stanley double-downgraded Dell, arguing that an unprecedented memory pricing supercycle could squeeze margins over the next 12–18 months.

DRAM and NAND costs are ripping higher, and history says Dell doesn’t have unlimited pricing power when that happens. 

The AI server story and Nvidia partnership are still real, but this leg may be more about execution than hype.

For now, any fresh dips may be for nimble traders, while longer-term builders might wait to see how much of those memory costs Dell can push through without crushing demand.

Alphabet (NASDAQ: GOOG)
When The Oracle Finally Googles It
Alphabet’s already had a monster year on AI-boosted search and cloud strength, and now Berkshire Hathaway has quietly taken a roughly $4.3B stake.

That’s rare air for a big internet name in Buffett-land and signals that GOOG is graduating from too hard tech box to durable compounder territory.

With cloud crossing the $100B annual revenue mark, a big AI backlog, and a multiple still below some megacap peers, this may be one you accumulate on red days rather than overtrade.

Walt Disney Co. (NYSE: DIS)
Mickey Patches Things Up With YouTube TV
Disney and Alphabet struck a fresh carriage deal, putting ESPN, ABC, FX, and friends back on YouTube TV after a two-week blackout.

Disney gets better economics and a wider funnel for live sports; YouTube TV keeps its must-have status for football and big events. 

For Disney holders, it’s another sign that management is willing to push on pricing, but not so far that they blow up key distribution.

For Alphabet, it keeps the streaming bundle sticky heading into a packed sports calendar.

Limited Time Window (Sponsored)

Many investors are seeing solid gains in today’s market, but solid gains often hide opportunities with far greater potential.

A new analysis highlights the 5 Stocks Set to Double, selected from thousands of companies showing early signs of powerful growth.

These picks feature strong fundamentals and technical indicators that often appear before meaningful upside.

Past editions of this research uncovered gains of +175 percent, +498 percent, and +673 percent.¹

Download the 5 Stocks Set to Double. Free Today.

*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.

The Ticket Giant With A Killer Crowd And No Set List

StubHub Holdings (NYSE: STUB)

StubHub’s first report as a public company checked a lot of boxes: Q3 revenue up 8% year over year, gross merchandise sales up 11%, and both metrics topping expectations. 

Demand for concerts and live events is still phenomenal, and GMV growth says fans are not staying home.

But management punted on Q4 guidance, arguing that shifting tour on-sale timing makes near-term forecasting messy. 

The market’s response was a 20%+ drawdown and a stock now sitting well below its IPO price.

This is the classic clash of strong fundamentals versus missing visibility. The business might be fine, but the tape doesn’t trust what it can’t model.

Scorecard You Can Use

  • Demand: Double-digit GMV growth suggests the secular tailwind in live events remains intact.

  • Revenue: Beating expectations with mid-single-digit to high-single-digit growth isn’t hyper-growth, but it’s solid for a marketplace at scale.

  • Profitability Optics: Headline losses are messy thanks to IPO-related stock comp; you’ll want to focus on underlying unit economics and cash generation over time.

  • Guidance Void: No Q4 outlook means more room for rumor, less room for conviction. That’s why multiple compression can be fierce.

Why The Tape Cares
Ticketing is inherently lumpy, as big tours and sports seasons don’t follow quarter-end rules. But public markets prefer smooth stories.

When management says, trust us, demand is great, we’ll talk 2026 later, short-term holders hear, we don’t know either.

That uncertainty can keep a lid on the stock, even if fundamentals stay decent.

The good news is that volatility around tour announcements and macro headlines may create interesting trading entries for those willing to stomach the swings.

What Could Go Sideways

  • Timing Risk: If more major tours front-load into earlier quarters, Q4 and Q1 might look softer, feeding a “growth slowdown” narrative even if annual demand is fine.

  • Macro Chill: A weaker consumer or higher unemployment could clip discretionary spend on concerts and events.

  • Competitive Pressure: Any sign of more aggressive pricing or marketing spend to hold share could pressure margins and delay the path to cleaner profits.

What To Watch Next

  • 2026 Outlook: Management plans to outline a 2026 view with Q4 results; that’s the next big catalyst for long-term investors.

  • Tour Calendar & GMV Mix: Watch how GMV tracks versus major tour announcements; the cadence will tell you if the “timing” explanation holds water.

  • Take-Rate & Cost Discipline: Stable take-rates and improving operating leverage would go a long way toward rebuilding confidence.

Actionable Take

  • Builders: This could become an interesting recovery story if 2026 guidance confirms that demand is compounding and margins can scale.

    Until then, it may make sense to treat it as a watchlist with alerts on, averaging in only if the stock stabilizes and management starts filling in the blanks.

  • Traders: Volatility is your friend here. Sharp post-headline selloffs into new lows could be spots for small, tactical buys, with tight stops in case the story really is worse than timing.

    Likewise, any big squeeze on tour news or 2026 commentary may be chances to fade strength.

Bottom Line:
StubHub has the crowd and the demand; what it doesn’t have yet is a clean set list for the Street.

If management can back up their long-term optimism with real 2026 numbers and steadier communication, this selloff may eventually look overdone.

Until then, it’s a high-beta way to trade the live-events boom, not a buy and forget it name.

Everything Else

  • 💻 AI darlings are still under pressure even as some strategists float the idea of an AI-fueled year-end rally, leaving traders torn between buying the dip and waiting for another shoe to drop.

  • 🔌 Arm and Nvidia are deepening their NVLink partnership around custom CPUs, turning the data-center plumbing layer into one of the more interesting profit pools in the AI stack.

  • 🎮 The Take-Two playbook leans into a future where consoles and PCs blur together and big franchises become always-on platforms instead of one-and-done launches.

  • 💵 Amazon’s latest bond sale taps the U.S. market for roughly $15 billion, helping bankroll an AI infrastructure binge that makes a normal capex cycle look quaint.

  • 🚩 Peter Thiel’s fund dumping its entire Nvidia stake has AI-bubble watchers on high alert, even as the chip titan remains the market’s main tell on data-center demand. 

That's our coverage for today; thanks for reading! Reply to this email with feedback or any tech stocks you want me to check out.

Best Regards,
—Noah Zelvis
Tech Stock Insider