We believe AI weakens the competitive advantage of these companies.

Shares fall close to 18% after reporting higher marketing expenses.

Latest earnings report outlines cost reduction potential of AI.

Hoping for reset with new CEO.

Shares screen as undervalued after prolonged decline.

Our thesis remains unchanged.

Expense guidance changes short-term earnings but not long-term fundamentals.

Shares jumped after results and are screening as overvalued.

Interim report by financial regulator is a hit to sentiment.

Investor day shows off potentially disruptive pricing model.