China's search giant Baidu tracking Alphabet's and Microsoft's footsteps with the launch of its own AI video generator called MuseSteamer. CNBC's Squawk Box Asia anchors Chery Kang and Martin Soong tested the app on the show.
Box (BOX) reported earnings 30 days ago. What's next for the stock?
Warehouse REIT PLC (AIM:WHR) has decided to merge with London-listed peer Tritax Big Box REIT PLC (LSE:BBOX) rather than be taken private by US private equity giant Blackstone. Today the two REITs said Warehouse had agreed to be taken over by Tritax in a cash and shares deal, where Warehouse shareholders will receive 0.4236 new BBOX shares plus 47.2p in cash for each share held.
Chapters: 00:00:00 - What Chinese state media are saying about blind boxes 00:03:22 - How Pop Mart is valued vs Sanrio 00:05:22 - Jeff Zhang on the valuation of Pop Mart 00:08:35 - What can Pop Mart learn from Hello Kitty? -------- More on Bloomberg Television and Markets Like this video?
After reaching an important support level, Box, Inc. (BOX) could be a good stock pick from a technical perspective. BOX recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.
BOX's 1Q26 results reinforce my buy rating, with strong billings, robust RPO growth, and early traction in AI-driven offerings. Customer stickiness is evident through low churn, rising suite adoption, and successful upselling, supporting sustainable ARPU growth. BOX's AI roadmap and integrations with major tech partners position it for productivity gains and long-term value creation.
Jack in the Box Inc. continues to struggle with declining sales, weak margins, and a heavy debt load, with little sign of near-term improvement. The Del Taco acquisition has failed to deliver expected synergies, becoming a major drag and possible divestiture candidate, further clouding the outlook. Management's aggressive "Jack on Track" turnaround plan focuses on closing underperforming stores, shifting to an asset-light franchise model, and reducing debt.
BOX's first-quarter fiscal 2026 results reflect strong Suite adoption.
Cloud stocks Box Inc (NYSE:BOX) and Okta Inc (NASDAQ:OKTA) are staging opposite post-earnings reactions.
The cloud storage company beats earnings expectations and raises its fiscal 2026 revenue forecast.
I'm upgrading Box to a buy after a strong Q1 "beat and raise" and accelerating billings growth, signaling renewed momentum. Box benefits from high-margin, sticky recurring revenue and is finally gaining market share from Dropbox, which is now shrinking. The company's Q1 results showcased a sharp acceleration in billings growth to 27% y/y from just 5% y/y in Q4. The company is benefiting from AI-related demand tailwinds.
Box, Inc. (NYSE:BOX ) Q1 2026 Earnings Conference Call May 27, 2025 5:00 PM ET Company Participants Cynthia Hiponia - Vice President, Investor Relations Aaron Levie - Co-Founder & Chief Executive Officer Dylan Smith - Co-Founder & Chief Financial Officer Conference Call Participants George Kurosawa - Citi Jason Ader - William Blair Michael Funk - Bank of America Lucky Schreiner - DA Davidson Josh Baer - Morgan Stanley Pinjalim Bora - JPMorgan Brian Peterson - Raymond James Operator Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today.