Yazılar

Klarna Shares Drop on Rising Costs

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Klarna reported a quarterly net loss as rapid expansion drove up operating costs, prompting a sharp decline in its share price.

The company posted a net loss of $26 million for the fourth quarter, compared to a profit in the same period a year earlier. Despite this, revenue surpassed $1 billion for the first time, reflecting strong growth in its services.

Higher processing and funding expenses contributed to weaker-than-expected results, while the outlook for 2026 fell short of investor expectations.

Klarna’s leadership noted that upfront investments tied to growth are expected to yield returns over time as operations mature.

The fintech firm has also increased its use of artificial intelligence to streamline processes, allowing workforce reductions while boosting average employee compensation.

DoorDash Shares Rise on Strong Outlook

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DoorDash shares climbed after the company issued a strong forecast for first-quarter marketplace order value, signaling continued growth in delivery demand.

The company expects gross order value to reach between $31 billion and $31.8 billion for the current quarter, surpassing market expectations.

Rising demand for online grocery and retail delivery has supported expansion beyond traditional restaurant services. DoorDash reported a significant increase in total orders during the fourth quarter, reflecting sustained consumer interest in convenience-based shopping.

To support future growth, the company plans to overhaul its technology infrastructure in 2026, integrating multiple platforms under a unified system.

While these investments may impact short-term profitability, analysts suggest the strategy could strengthen long-term competitiveness in an increasingly crowded delivery market.

Investors Shift to AI Infrastructure Stocks

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As enthusiasm for major artificial intelligence technology firms cools, some investors are turning their attention to infrastructure companies that support the AI ecosystem.

Shares of leading tech firms have faced pressure amid concerns that heavy spending on AI development may not deliver immediate returns. In response, investors are increasingly focusing on businesses that provide the physical backbone of AI expansion, including chipmakers, data center developers and energy suppliers.

Companies linked to infrastructure have delivered strong performance this year, with several posting double-digit gains even as broader technology benchmarks have lagged.

Asset managers are also adjusting their strategies, launching new investment products aimed at capturing growth across AI-related infrastructure segments.

Industry observers note that rising investment in data centers and energy systems is creating opportunities beyond traditional software-driven AI plays.

At the same time, some analysts caution that valuations across AI-linked sectors are becoming elevated, highlighting the need for balanced investment approaches.