Market Outlook: AI execution replaces infrastructure as investor focus shifts [BNN Bloomberg (Canada)]
Opendoor Technologies Inc (OPEN)
Company Research
Source: BNN Bloomberg
on building AI infrastructure and toward those using the technology to drive efficiency and earnings growth. The shift is coinciding with renewed interest in smaller-cap stocks as markets look for clearer returns on years of heavy AI-related spending. BNN Bloomberg spoke with Eric Jackson, founder and president of EMJ Capital, about why markets are beginning to reward AI execution over scale, how sectors such as housing, energy and local platforms may benefit, and where he sees emerging opportunities across Canadian and U.S. stocks. Key Takeaways Investor focus is shifting from AI infrastructure builders toward companies that can demonstrate measurable efficiency and earnings gains from AI adoption. Smaller and lesser-known companies are gaining attention as markets look for clearer payoffs from years of heavy AI-related capital spending. AI applications in housing and real estate are improving pricing accuracy, risk management and operating efficiency despite cautious secto
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News
- OpenDoor Technologies (OPEN) CEO on Trump Homes plan & AI's impact on housing affordability [FOX Business Network]FOX Business Network
- Opendoor Technologies: Disruptive Real Estate Stock or Value Trap?? [Yahoo! Finance]Yahoo! Finance
- Opendoor's AI Reset Under New CEO Tests Housing Model At Scale [Yahoo! Finance]Yahoo! Finance
- Why Opendoor Stock Dropped 12% in January [Yahoo! Finance]Yahoo! Finance
- Mixed options sentiment in Opendoor Technologies with shares down 1.94% [Yahoo! Finance]Yahoo! Finance
OPEN
Earnings
- 11/6/25 - Miss
OPEN
Sec Filings
- 2/4/26 - Form SCHEDULE
- 1/30/26 - Form SCHEDULE
- 1/26/26 - Form 8-K
- OPEN's page on the SEC website