Sep. 13 at 5:31 AM
$DUOL Duolingo padded its 2025 revenue forecast to
$1.01â
$1.02B (vs. ~
$997M expected), crediting the AI-tax it now charges via subscription tiers. At its September 16 Duocon event, it promises yet more bells & whistlesâvideo calls, non-language trivia, and âexpanded AI toolsââall in service of keeping users gamified & paying. Risks remain tediously familiar: DAU growth could stall, AI costs arenât cheap, & free tools undercut the moat. Shares have been chasing guidance upgrades; the real test is whether the breakout holds when novelty wears off.
#RKT Rocket Companies bought Redfin, which means collaging real estate traffic with an equally interest-rate-sensitive mortgage business. Analysts are already hyping rate cuts. BofA upgraded the stock, hiking the target from
$21 to
$24. The case is simple: falling rates juice both purchase & refinance volumes. The Mr. Cooper deal comes with the usual promise of half a billion in âsynergies.â Add in
$200M in Redfin synergy fairy dust.
