Peloton’s Big 2025 Revamp: AI Upgrades, Stock Swings, and Wall Street’s Verdict

Peloton’s Big 2025 Revamp: AI Upgrades, Stock Swings, and Wall Street’s Verdict

  • Stock Price & Momentum: Peloton Interactive (NASDAQ: PTON) stock trades around $8.34 as of October 7, 2025, after a recent rally to ~$9 followed by a pullback [1]. Shares are up about 37% in the last three months [2], yet remain far below pandemic-era highs (once ~$170+) [3].
  • New Product Lineup & AI Features: Peloton launched a sweeping Cross Training Series revamp on Oct 1, unveiling upgraded Bikes, Treads, and a Row machine with AI-driven coaching (“Peloton IQ”) and rotating touchscreens [4] [5]. To accompany the new gear, Peloton hiked prices ~11% on equipment and ~19% on memberships [6], with the All-Access subscription now $50/month (up from $44).
  • Recent Financial Performance: The company surprised investors with a profitable Q4 FY2025 (GAAP EPS $0.05 vs. -$0.06 expected) and $607 million revenue (beating estimates by ~$27M) [7]. Peloton also raised its FY2026 outlook, projecting revenue above analysts’ forecasts [8]. Shares jumped over 20% in a day on the August earnings news [9].
  • Turnaround Strategy & Leadership: Under new CEO Peter Stern (appointed Jan 2025), Peloton is doubling down on tech and subscription services. Stern – a former Apple executive – has emphasized using AI as “personalized coaches” and expanding Peloton into a broader wellness ecosystem [10]. The company is cutting costs (including a 6% staff layoff to save $100 million) [11] and exploring new markets like corporate wellness, hotels, and retail partnerships [12] [13].
  • Analyst & Market Sentiment: Wall Street’s outlook is cautiously optimistic. Major analysts upgraded PTON to “Buy” (e.g. Goldman Sachs to $11.50 target) amid the product refresh and improving cash flow [14]. Consensus remains mixed (roughly 11 Buys vs 12 Holds, average price target ~$10–11) [15]. Experts note Peloton’s volatility and urge some caution – the stock sees frequent 5% swings, and one team calls the recent uptick “cautiously optimistic” [16]. Investors are watching if the AI-driven strategy can reignite growth in a post-pandemic fitness market crowded with competitors.

Stock Price and Recent Performance (Oct 2025)

Peloton’s stock has experienced wild swings but showed improvement leading into October 2025. After languishing in the low-single digits earlier in the year, PTON rallied about 12% in late September on anticipation of new product launches [17]. The stock hit roughly $8.96 per share by October 1 – its highest level in a month – before moderating [18]. As of market close on Oct 6, 2025, Peloton traded at $8.34, down slightly after a multi-day run-up [19]. In the last two weeks, the stock is essentially flat (+0.1%), suggesting that initial euphoria over recent news has been tempered by profit-taking [20].

This price around $8–$9 remains a far cry from Peloton’s heyday. At the peak of the stay-at-home fitness boom, Peloton’s stock topped $171 per share, giving the company a $50 billion market cap [21]. The subsequent crash was dramatic – by mid-2024, shares briefly sunk below $3, an all-time low [22]. The current mid-single-digit stock price thus reflects both significant recovery from those lows and significant decline from the pandemic peak. Year-to-date in 2025, Peloton has staged a rebound, aided by cost cuts and strategy changes, but the stock’s volatility remains high. (Notably, Peloton saw 69 separate days with >5% moves in the past year [23].) Traders characterize Peloton as a “battleground” stock – prone to big swings on news – and recent price action bears that out. The key question is whether Peloton’s latest moves can sustain an upward trend or if gains will continue to seesaw.

Latest News and Announcements

Product Revamp & AI Integration – In the first week of October, Peloton unveiled its most comprehensive product overhaul since its founding. Dubbed the “Peloton Cross Training Series,” the new lineup refreshes all of Peloton’s core hardware – the Bike, Bike+, Tread, Tread+, and a Rowing machine (now “Row+”) – with upgraded internals and unified features [24] [25]. Each machine now has a swivel-mounted touchscreen to seamlessly support not just cycling or running but also floor workouts like strength, yoga, and pilates in front of the device [26]. The higher-end models come with faster processors, improved sound systems, and even built-in cooling fans [27]. Most notably, Peloton infused the lineup with a new AI-powered training system called “Peloton IQ.” This computer vision-based platform uses on-board cameras and sensors to give real-time feedback on form, count reps, suggest weight adjustments, and tailor workout recommendations to each user [28] [29]. Essentially, Peloton is attempting to turn its bikes and treadmills into smart personal trainers that learn and adapt to the user – a response to growing interest in AI within fitness tech.

Peloton teased this “new era of fitness” in late September, which immediately lifted its stock a few percent [30]. When the full announcement dropped on October 1, it came with some less welcome news for consumers: price increases. The company is raising prices across the board on both equipment and memberships. For example, the base-model Bike in the new Cross Training line starts around $1,695 (about $250 more than the prior version), and the Tread treadmill around $3,295 [31]. On the subscription side, Peloton’s flagship “All-Access” membership will now cost $50 per month (up from $44), while the Peloton App’s premium tier increases to $29/month [32]. That roughly 19% membership fee hike comes even as many households are watching budgets. “We know that every dollar is precious and people are considering how to spend their money these days,” CEO Peter Stern acknowledged in a Bloomberg TV interview about the pricing changes [33]. Peloton is betting that customers will swallow higher prices in exchange for a more capable platform and that the added revenue will bolster its turnaround efforts.

Other Recent Developments – In addition to the product launch, Peloton’s news cycle in early October included some financial and strategic updates. The company confirmed it is cutting about 6% of its global workforce as part of an ongoing cost-savings plan [34]. This move, announced alongside earnings in August and reiterated by management recently, is aimed at saving $100 million annually [35]. Peloton’s CFO Liz Coddington noted that about half those targeted savings were already achieved by fall 2025 [36]. The layoffs underscore Peloton’s shift from rapid expansion to “leaner” operations after overshooting demand in the pandemic.

Peloton has also been expanding distribution channels and partnerships. The new Cross Training products are not only sold on Peloton’s website, but for the first time are available through Amazon and Dick’s Sporting Goods retail channels [37]. This is a strategic change to broaden Peloton’s reach beyond its own showrooms. Additionally, the company that once focused purely on at-home users is now pushing into commercial and corporate wellness markets. In 2025 Peloton struck deals to put bikes in hotels, apartment complexes, and corporate gyms [38] [39], aiming to capture users outside the home and build brand exposure. As CEO Stern put it, Peloton wants to “serve as personalized coaches” for members wherever they are, not just replace the gym [40]. This multi-pronged approach – new tech-infused products, higher pricing for profitability, cost cuts, and new distribution – defined Peloton’s major announcements heading into October 2025.

Strategy Shifts and Leadership Updates

Peloton’s recent moves are part of a broader turnaround strategy led by CEO Peter Stern, who took the helm on January 1, 2025 [41]. Stern is a veteran of Apple’s services division and Ford’s tech initiatives, bringing experience in subscription businesses – a fitting background for Peloton’s hybrid hardware/content model [42]. Over the past year, he has signaled a clear strategic pivot: Peloton is rebranding itself from a pure fitness-equipment seller to a holistic “fitness-as-a-service” provider. This means focusing on content, coaching, and community, not just bikes and treadmills. “Peloton was never meant to replace getting out of your home… [but to offer] instructed content at a price point that is frankly higher value than most gyms,” says Chief Product Officer Nick Caldwell, articulating the company’s vision of combining hardware and digital experiences [43] [44]. The integration of AI coaching through Peloton IQ is one pillar of this strategy – leveraging technology to make workouts more personalized and engaging, which could improve member retention.

Another pillar is expanding Peloton’s addressable market. Recognizing that the pandemic surge in at-home workout demand has faded, Peloton is seeking growth by reaching new customers in new places. The company has begun partnering with employers to offer Peloton corporate wellness programs, placing equipment in office gyms and giving employees class access as a perk [45]. It’s also seeding devices in hotels and multifamily residential buildings to attract users who might not otherwise try Peloton [46]. This “beyond the living room” approach aims to recapture some of the audience that returned to public gyms once COVID lockdowns ended. Peloton is effectively admitting that at-home fitness alone is a smaller market in 2025 than it was in 2020, so it must diversify. As part of the rebrand, Peloton even refreshed its marketing and product design – for example, the new equipment sports a unified look and the company has hinted at shedding the image of an “exclusive bike club” to appear more accessible.

Leadership-wise, 2025 has been a year of change. Co-founder John Foley had already departed in 2022, and Peloton’s previous CEO Barry McCarthy (who stabilized the company in 2022–2024) stepped down last year. Peter Stern’s new leadership team includes tech-oriented executives like Nick Caldwell (ex-Twitter, now CPO) and a renewed focus on product innovation with fiscal discipline. Stern has openly stated Peloton is “at a critical juncture in our transformation” and that while he’s encouraged by recent progress, there is a lot of work ahead to “become a global health and wellness ecosystem” rather than just a bike company [47]. This frank acknowledgement of Peloton’s challenges – coming from its chief executive – has been received positively by some analysts who felt the prior management was too optimistic about a quick rebound. Still, Stern’s strategy is in early stages, and the success of these initiatives (AI coaching, new markets, cost cutting) will likely determine whether Peloton can pedal back to growth.

Financial Performance and Outlook

Recent Earnings – Peloton’s financial results have started to show signs of stabilization. In the quarter ending June 2025 (Q4 FY2025), Peloton beat expectations on both revenue and profit, a welcome surprise for investors. The company reported $607 million in revenue, exceeding Wall Street’s consensus by over $20 million [48]. Impressively – for the first time in several quarters – Peloton achieved GAAP net income (about $0.05 per share in Q4) when analysts had expected a loss [49]. This was driven by a combination of better-than-forecast hardware sales (including sales of refurbished “Repower” bikes) and the continued growth of subscription revenues [50]. By the end of FY2025, Peloton had 552,000 paid app subscribers in addition to its device-owning membership base [51], highlighting how the company’s digital app (which doesn’t require Peloton hardware) has become a meaningful revenue stream on its own. The return to revenue growth and a surprise profit sent PTON shares up nearly 23% in one day when earnings were announced in August [52], underlining how critical financial momentum is to restoring investor confidence.

Peloton accompanied its solid Q4 report with an upbeat outlook for fiscal 2026. Management forecast FY2026 revenue above analysts’ estimates, signaling internal confidence that the new product lineup and strategic changes will reaccelerate growth [53]. This guidance, combined with the new $100 million cost savings plan, suggests Peloton aims to improve its bottom line significantly in the coming year. CEO Peter Stern noted, however, that operating expenses remain “too high” and further efficiency is needed [54] [55]. (The company has cut thousands of jobs since 2022 and continues to streamline operations.) Peloton did not yet commit to sustained profitability for full-year 2026, but analysts expect the cost cuts and price increases to substantially narrow losses. According to Zacks Investment Research, Peloton currently holds a Rank #2 (Buy) rating, reflecting improving earnings estimate trends [56]. The stock’s recent strength — up ~37% over the past 3 months against a virtually flat leisure industry index [57] — indicates the market is starting to price in a turnaround. Key metrics to watch going forward will be subscriber growth (can Peloton attract new members with its revamped offerings?) and profit margins (can it maintain discipline on costs even as it invests in innovation?).

Analyst Forecasts – Wall Street analysts have been revising their models on Peloton following the latest developments. Several firms have raised their price targets into the low-teens. For instance, UBS reiterated a “Buy” rating with an $11 target, applauding Peloton’s stronger cash flow and its focus on “super-serving” existing customers through new offerings [58]. Goldman Sachs upgraded Peloton to a Buy with a roughly $11.50 target, citing confidence in “new management initiatives” (i.e. Peter Stern’s turnaround moves) and the company’s sharpened focus on its platform and subscribers [59]. Macquarie and others have likewise set $10–$12 price targets for the stock [60]. As a result, Peloton’s median analyst price objective has crept above $10 (approximately $10.38 according to a recent TipRanks tally) [61], which implies upside from current levels. Notably, no major analysts recommend selling the stock at the moment – the ratings skew approximately half Buy and half Hold, reflecting guarded optimism [62].

That said, analysts universally acknowledge that Peloton remains a “show me” story. A number of firms are keeping a Hold/Neutral stance until there is clearer evidence of sustained subscriber growth and profitability. MarketBeat reports the consensus rating is still effectively “Hold,” and one reason is valuation – even after its fall, Peloton trades at over 20× enterprise value/EBITDA on forward estimates [63], not cheap for a company with uneven earnings. The bull-case, as laid out by optimistic analysts, is that if Peloton’s turnaround works, PTON could have significant upside (some smaller-growth stock specialists even talk of the stock doubling). For example, a recent Motley Fool analysis argued Peloton is “beaten down now, but it could 10x” in the long run if it successfully transitions to a high-margin subscription powerhouse [64]. The bear-case, however, is that demand might not bounce back as hoped – a risk we explore below. Overall, Wall Street’s base expectation is that Peloton will return to growth in 2026, but perhaps at a modest pace, and thus most price targets sit only moderately above the current stock price.

Market Sentiment and Investor Commentary

Investor sentiment around Peloton has improved since mid-2025, but it remains mixed and somewhat jittery. On one hand, Peloton’s ability to deliver a profit and upbeat guidance this year was a positive shock to many who had written the company off. “Peloton’s finally growing again,” proclaimed some bullish commentators, noting the company’s refocus and cash flow improvement. The stock’s rally into early October shows that many investors are willing to bet on a turnaround, especially with a seasoned tech CEO now in charge and tangible product innovations hitting the market. Peloton’s efforts to broaden its reach (through hotel partnerships and selling via third parties) have also been cited as reasons for renewed optimism, since they address prior distribution bottlenecks [65]. The community of loyal Peloton users remains a unique asset – evidenced by improving retention rates and engagement on the platform, which bulls argue provide a foundation for sustainable subscription revenue.

On the other hand, skepticism still runs high in some corners of the market. Peloton has burned many investors in the past two years, and memories linger of its steep decline. CNBC’s Jim Cramer, for example, commented that Peloton historically has been “a little bit too hype-oriented” for his taste, cautioning viewers not to get caught up in the latest excitement without seeing real results (a reference to past flashy product announcements that didn’t fix underlying issues). Some analysts echo this caution, describing the recent stock bounce as a relief rally that could be short-lived. One research team highlighted that Peloton’s share price is extraordinarily volatile, warning that the current rally is “cautiously optimistic” at best [66]. The implication: investors are cheering the new AI products and cost cuts, but they want to see a few quarters of execution (sales growth, lower cash burn) before fully buying in. Indeed, after the initial 12% surge at the start of October, Peloton’s stock gave back about 7% in subsequent days [67] – a sign that traders were quick to take profits and that conviction in the turnaround isn’t yet rock solid.

Financial experts have also weighed in on Peloton’s broader narrative. Some point out that consumer discretionary spending is under pressure in late 2025 due to higher interest rates and inflation, which could make Peloton’s pricey equipment and subscriptions a tougher sell. “Peloton faces an uphill climb convincing people to pay more for exercise when cheap gym memberships are readily available,” one analyst told Bloomberg, noting that the roughly $2,000 Bike+ plus $50/month membership is a luxury spend in the current economy. Conversely, optimists like Wedbush’s equity research team argue that Peloton’s core affluent customer base is less price-sensitive and that the company’s brand still resonates strongly in the fitness community. They cite the uptick in engagement metrics (class completions, referral rates, etc.) as evidence that Peloton’s ecosystem retains its appeal even after the fad phase.

Overall, market sentiment can be described as cautiously positive. The narrative among investors has tentatively shifted from “Peloton might go bankrupt” a year ago to “Peloton might be stabilizing and growing again.” But confidence is fragile; any misstep – such as disappointing holiday sales or a spike in subscriber churn – could quickly sour the mood again. This dynamic is reflected in the stock’s performance: it is off its lows and reacting well to good news, but it’s still nowhere near reclaiming its former valuation. Peloton will likely remain under the microscope of both bulls and bears for the foreseeable future.

Competitive Landscape and Industry Context

Peloton operates in a highly competitive fitness tech landscape, and understanding this context is key to evaluating its prospects. During the pandemic, Peloton enjoyed a near-ideal environment – minimal competition in the at-home connected fitness niche and sky-high demand – but the scene in 2025 is very different. Traditional fitness equipment rivals like NordicTrack (and its parent iFit) have caught up with their own interactive bikes and treadmills, often at lower price points. Echelon and other budget brands offer Peloton-style bikes for a fraction of the cost (sometimes even copying Peloton’s designs), targeting more price-conscious consumers. Established gym equipment makers such as Life Fitness and Technogym have also added streaming class screens to their machines to compete on content. Peloton now finds itself in a classic battle of innovator vs. imitators, where it must stay ahead on quality and experience to justify its premium pricing.

Beyond equipment rivals, tech giants and big-name fitness players have entered the fray. Apple launched its Fitness+ subscription service in late 2020, leveraging the massive Apple Watch user base and slick production values to offer studio-style workouts for just $10/month – a purely digital competitor to Peloton’s content (and one bundled for free in many Apple One service packages). Though Apple doesn’t make a bike or treadmill, the convenience and low cost of Fitness+ have siphoned some users who don’t need Peloton’s hardware. Similarly, Lululemon (the athleisure company) dabbled in connected fitness with its Mirror device and now partners with Peloton (after effectively exiting its own hardware effort) to provide co-branded fitness content. Tech giants like Amazon and Google have also integrated fitness tracking and content into their ecosystems (Alexa workout apps, YouTube fitness channels, etc.), competing indirectly for consumer workout time. Even traditional gyms such as Planet Fitness and Equinox have rolled out or acquired digital platforms to blend in-gym and at-home experiences.

This competitive pressure means Peloton must fight on multiple fronts: hardware innovation, content quality, and community engagement. The new AI features and cross-training hardware upgrades are part of Peloton’s answer – differentiating its product as the “smartest” and most versatile option. Its vast library of classes and star instructors remain a strong moat; Peloton is often praised for having the best interactive fitness content, which keeps its community engaged. However, competitors are narrowing the gap, and some, like Apple, have the advantage of huge existing user bases. Peloton’s brand took a hit in 2021–2022 amid product recalls and PR missteps (like the infamous treadmill safety recall and a Sex and the City parody gone wrong), which opened the door for rivals. The company is working to rebuild its reputation for safety and reliability – for example, by redesigning bike seat posts after a recall of millions of units [68].

Importantly, the overall industry trend has shifted from the exclusively at-home model back toward a hybrid fitness model. Many consumers now mix gym sessions, outdoor activities, and home workouts. This is why Peloton’s strategy of branching into gyms and corporate settings matters; it cannot thrive if it’s isolated to just home users. Competitors like Tonĕl (strength training device) learned the hard way that a single-purpose home gadget has a limited market. Peloton’s comprehensive approach – offering cardio, strength, yoga, and more, and meeting users wherever they exercise – is an attempt to stand out in a crowded field. Still, Peloton will need to keep a close eye on pricing and innovation because rivals are quick to undercut on cost or leapfrog on features. For instance, if another company releases a popular AI-based workout coach or a cheaper bike with comparable features, Peloton’s value proposition could erode. In sum, Peloton is now one player in a vast fitness tech ecosystem, and while it remains one of the best-known names, it no longer has the field to itself. Keeping its edge will require continuous innovation and savvy marketing to convince consumers that Peloton is worth the premium.

Risk Factors and Challenges

Despite the positive developments, Peloton faces a number of risk factors and challenges that could hinder its comeback:

  • Slowing Growth & Consumer Demand: The biggest question is whether there is enough new demand to fuel Peloton’s growth. The pandemic pulled forward a lot of sales, and the pool of consumers willing to spend thousands on a bike or treadmill may be inherently limited. With gyms open again and many people less home-bound, Peloton must compete harder to win new customers. There’s a risk that the shiny new Cross Training products and AI features mainly appeal to existing Peloton enthusiasts but fail to bring in large numbers of newcomers. If hardware sales disappoint or subscriber growth stalls, the financial turnaround could falter.
  • Price Increases and Churn: Peloton’s decision to raise prices on hardware and subscriptions may boost revenue per user, but it also carries the risk of customer backlash or higher churn. The All-Access membership at $50/month is a substantial expense; some users on social media have complained that it’s getting too expensive, especially after already paying for the equipment. If a portion of Peloton’s member base cancels due to the price hike (or downgrades to the cheaper app tier), it could offset gains. Peloton is essentially testing how much pricing power its brand still has. Management contends that the value (number of classes, new features, etc.) justifies the price, but this will be a key area to watch. Higher churn or lower net subscriber additions in coming quarters would be a red flag.
  • Execution of AI and New Initiatives: Peloton has put a lot of emphasis on its new AI coaching and software capabilities. However, integrating advanced AI into workouts is unproven at scale. There’s a challenge in ensuring that features like form feedback via camera are accurate and actually useful to users (without being creepy or intrusive). If Peloton IQ’s rollout is buggy or fails to impress users, it won’t drive the engagement and retention benefits that the company is banking on. More broadly, Peloton is undertaking many initiatives at once – new hardware, new software, new distribution channels – which is an execution risk. The company’s track record on product launches has had hiccups (for example, past shipping delays and recalls), so flawless execution is not guaranteed. Any quality control issues in the new devices or a failed rollout of a feature could hurt Peloton’s credibility.
  • Competition and Pricing Pressure: As discussed, Peloton operates in a crowded market. Competitors may respond to Peloton’s moves by undercutting prices or ramping up their own offerings. If, say, NordicTrack offers an AI bike at a much lower price, or Apple expands Fitness+ with more features, Peloton could feel pressure to either lower its prices or increase marketing spend – both of which could strain financials. There’s also the threat of alternative fitness trends drawing attention away; for instance, if consumers shift to cheaper connected strength devices or to VR fitness experiences, Peloton could be left out. Keeping the platform “sticky” and continually the most engaging option is an ongoing challenge.
  • Regulatory and Legal Risks: Peloton has had legal troubles in recent years, from product safety issues to investor lawsuits. In late 2023, it agreed to a costly recall of bike seat posts after reports of injuries, and in 2024 it faced a shareholder lawsuit alleging it misled investors about post-pandemic demand [69]. As of October 2025, that shareholder lawsuit is still in play – a U.S. judge ruled that Peloton must face the lawsuit over allegedly rosy projections it gave as demand fell [70]. Ongoing litigation can result in financial penalties or at least distract management and generate bad headlines. On the regulatory front, any new safety incidents could invite scrutiny from the Consumer Product Safety Commission (as happened with the Tread+ recall in 2021). Peloton needs to prove it can operate safely and transparently to avoid these pitfalls.
  • Macroeconomic Factors: Finally, macro conditions pose a risk. High inflation and interest rates have made consumers and businesses more cautious in spending. Peloton’s products are discretionary purchases that can be deferred in tough times. If the economy were to dip into recession in 2026, Peloton might see softer sales as people cut non-essentials. Additionally, supply chain or manufacturing cost issues – which hit Peloton hard in 2021 – could resurface if there are global disruptions, affecting its ability to deliver hardware on time and at a reasonable cost.

In summary, Peloton’s path forward, while promising, is not without obstacles. The company must execute nearly flawlessly on its new strategy, continue cutting fat without cutting muscle, and convincingly answer the doubters who question whether it can be more than a pandemic flash in the pan. The next few quarters will be critical. If Peloton can show sustained subscriber gains, successful adoption of its AI features, and improving profitability, it will go a long way toward shaking off its troubled recent past. If not, the company could struggle to maintain investor support and competitive momentum. As CEO Peter Stern has stated, Peloton is at a crossroads – and how it navigates the risks above will determine if this once high-flying company can pedal its way to a true comeback.

Sources

  • Yahoo Finance / Bloomberg – “Peloton Slides After Hiking Prices in Sweeping Product Revamp.” (Oct 1, 2025) [71]
  • TS2.tech – “Peloton’s AI Revolution Sparks Stock Surge – What Investors Need to Know.” (Oct 3, 2025) [72] [73]
  • Zacks via Nasdaq – “Peloton Accelerates Growth With AI Upgrades & Cross-Training Series.” (Oct 3, 2025) [74] [75]
  • Reuters – “Peloton to cut more jobs, forecasts strong 2026 revenue; shares soar.” (Aug 7, 2025) [76]
  • CNBC – “Peloton posts surprise profit, announces yet another round of layoffs impacting….” (Aug 7, 2025) [77]
  • The Independent (UK) – “Peloton’s total rebrand aims to recapture Covid lockdown boom.” (Oct 1, 2025) [78] [79]
  • Business Insider – “The rise and fall of Peloton…to its stock hitting a record low.” (May 2, 2024) [80] [81]
  • TipRanks – Analyst consensus data (Oct 2025) [82]
  • Alpha Spread / Motley Fool – “Peloton Stock… closed at a record high of $167.42 on Jan 13, 2021…” [83]
  • Various news sources and financial filings as cited above [84] [85] [86] [87].
David Einhorn on Peloton, AI stocks #technology

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