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Build a Bear External Shop Signage
Build-A-Bear external store sign in Manchester, England (Peter Dazeley/Getty Images)

Build-A-Bear hits all-time high after dropping record Q1 earnings results

The 2000s-era toy giant continues to top expectations as it eyes a major expansion in Orlando.

Build-A-Bear shares jumped as much as 22% Thursday after the teddy bear retailer posted its strongest Q1 ever.

Earnings per share hit a quarterly record of $1.17, up 42% from last year and well above Wall Street’s forecast of $0.86. Revenue climbed 11% to $128.4 million, also a quarterly best and handily topping analyst estimates of $119.1 million.

Build-A-Bear has seen a resurgence in popularity by tapping into nostalgia and expanding its appeal to teens and adults, who now make up about 40% of its customer base. The company operates about 400 stores worldwide and plans to open a multilevel “retail-tainment” hub at Orlando’s Icon Park in 2026.

“We had a solid start to 2025,” CEO Sharon Price John said, highlighting strong brand momentum and ongoing efforts to expand globally. Build-A-Bear said it’s still seeing positive trends into Q2. Looking ahead, the company expects pretax income between $61 million and $67 million for the year, which includes the estimated impact of tariffs.

Today’s earnings pop puts the stock into positive territory on the year, now up about 11%.

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Nvidia poised to invest $20 billion in OpenAI, per report

Nvidia is close to investing $20 billion in OpenAI’s funding round, per Bloomberg, citing people familiar with the matter.

That would make its OpenAI stake more than the market value of chip designer’s entire portfolio of publicly traded stocks (a little over $15 billion, assuming no changes since their most recent filings).

Press reports have indicated that Amazon and SoftBank would be contributing even more to this oft-discussed funding round.

It’s a fairly happy ending after the two sides traded barbs in the press over the past few days, with the Wall Street Journal reporting that Nvidia CEO Jensen Huang had privately questioned the “lack of discipline” in the ChatGPT maker’s business approach, while sources told Reuters that OpenAI was “unsatisfied” by the performance of Nvidia’s AI chips and seeking alternatives.

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Chipotle beats Q4 estimates, but sinks on underwhelming full-year guidance

Chipotle reported earnings results that beat Wall Street estimates, but gave underwhelming full-year guidance.

For the last three months of 2025, Chipotle reported:

  • Adjusted earnings per share of $0.25, compared to the $0.24 analysts polled by FactSet were expecting.

  • Revenue of $3 billion, a bit higher than the $2.9 billion the Street was penciling in.

  • A comparable-store sales decline of 2.5%, less than the 2.9% decline the Street was expecting.

For the full year in 2026, Chipotle expects:

  • Comparable-store sales to be flat, compared to the 1.7% growth analysts were expecting.

Chipotle has struggled to spark sales over the past year and has previously cited strained consumers as a major headwind. The company fell more than 9% in after-hours trading shortly after the report was released.

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Take-Two raises its net bookings outlook, reaffirms November release for “Grand Theft Auto 6”

“Grand Theft Auto” and “NBA 2K” maker Take-Two reported results for its fiscal third quarter on Tuesday. Its shares climbed about 4% in after-hours trading.

The company posted net bookings, or the amount customers spent on its products, of $1.76 billion, up 28% from the same quarter last year. Wall Street analysts polled by FactSet expected $1.58 billion. In November, Take-Two guided for Q3 net bookings of between $1.55 billion and $1.6 billion.

Take-Two hiked its full-year bookings outlook to between $6.65 billion and $6.7 billion, up from a range of $6.4 billion to $6.5 billion. The new outlook compares to Wall Street’s $6.47 billion estimate. The gaming giant trimmed its full-year net loss guidance to between $369 million and $338 million (prior guidance: between $414 million and $349 million).

In its last quarter, Take-Two pushed back the planned release date of “Grand Theft Auto 6” from May 2026 to November 19, 2026. The company reaffirmed that date in Tuesday’s report. The game’s last trailer came in May 2025.

Shares of Take-Two and other major gaming companies have been sinking since late last week as investors react to early showcases of Google’s Project Genie, which allows users to generate interactive, “playable” worlds with a text or image prompt. As of Tuesday’s close, Take-Two has shed nearly $6 billion in market cap since Project Genie was released.

Analysts have called the market reaction unjustified, saying that the tool doesn’t allow for meaningful interactivity or replay-ability. According to mBank analyst Piotr Poniatowski, Project Genie is — at the moment — essentially a “one-minute-long walking simulator generator.”

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