Pinterest Inc.

Pinterest reached a new user record of 640 million active users and posted revenue growth of 18% to USD 1.18 billion with rising EBITDA. The company is testing new formats such as Visual Search Ads and AI-powered shopping tools aimed at strengthening advertising and user engagement. The announcements gave the share price a sharp short-term boost. » More on finanzen.net

Pinterest shares recovered intraday by about 1.9% to $19.41, extending a counter-move after the heavy sell-off earlier in the week. Triggers were technical recovery signals, stronger user-growth data in the social-media sector (including Reddit), and the longer-term narrative from the cooperation with Nvidia on AI infrastructure, which is intended to significantly reduce product latencies. Macro conditions remain weak and the international advertising environment is still under pressure; the stock trades well below its 52-week high. » More on de.investing.com

Pinterest unveiled a new AI infrastructure layer built with NVIDIA on Blackwell-GPUs, NVIDIA Dynamo and Pinterest-Visual-Embeddings. The platform is intended to support multimodal AI features such as visual search, content understanding and safety, and allows the Pinterest Assistant to process 25 times more visual context per request. Internal benchmarks show about 85 times faster initial response and 7.3 times lower overall latency for precomputed visual representations; the infrastructure supports the intelligence layer that handles more than 80 billion searches per month. » More on de.investing.com

Pinterest’s stock dropped more than 8% on Wednesday to its lowest intraday level since May after CEO Bill Ready warned at a conference about challenges in the international business. New European regulations are making trade with cross-border sellers from Asia more difficult, and the international go-to-market model is being restructured. Pinterest is rolling the U.S. restructuring out to international markets, expects short-term pain, but sees medium-term benefits and says further work on international monetization is necessary. » More on de.investing.com

At the Goldman Sachs Communacopia + Technology Conference, Pinterest presented its transformation from a discovery app into an AI-powered shopping assistant. CEO Bill Ready highlighted more than 640 million users, 12 quarters of record growth and a revenue mix with over two-thirds performance advertising. Management is focusing on cost-efficient open-source models, expanding offerings like Performance+ and Connected TV, and points to the under-monetized international user base (over 80% of users, ~20% of revenue) as the key growth opportunity. CFO Julia is leaving the company; the stock fell sharply on the presentation. » More on de.investing.com