As the financial world braces for the final week of February 2026, all eyes are once again fixed on Silicon Valley’s undisputed heavyweight. Despite a month characterized by "AI fatigue" and a sharp correction in software valuations, Nvidia (NASDAQ: NVDA) has managed to provide a psychological and financial "floor"
Vanguard economist warns of hidden risks in AI capital expenditure boom, with hyperscalers expected to borrow $400B+. Fund managers push back, predicting systemic credit event and 20% chance of industry downturn by 2026. Oracle's $50B raise and Polymarket's AI Bubble Burst market reflect concerns.
Palo Alto Networks (NASDAQ: PANW) reported its fiscal second-quarter 2026 results on February 17, delivering a robust 15% revenue increase to $2.6 billion. While the top-line performance exceeded Wall Street expectations, the cybersecurity giant saw its stock price tumble in after-hours trading. The catalyst for the sell-off was not
The U.S. labor market kicked off 2026 with a surprising burst of strength, adding 130,000 nonfarm payrolls in January and handily beating economist projections of 70,000. This "sizzling" report, released by the Bureau of Labor Statistics on February 11, 2026, has effectively recalibrated the financial landscape for
DETROIT — In a landmark announcement that has sent ripples through both the energy and technology sectors, DTE Energy (NYSE: DTE) reported record-breaking 2025 financial results alongside the finalization of a massive 1.4-gigawatt (GW) data center agreement. The deal, a centerpiece of the ambitious "Stargate" artificial intelligence infrastructure initiative, is
As the global financial markets prepare for the most anticipated corporate event of the year, all eyes are on Nvidia (NASDAQ:NVDA). On February 25, 2026, the semiconductor titan is scheduled to report its fiscal 2026 fourth-quarter earnings, a report that is expected to serve as a definitive health check
International Business Machines (NYSE: IBM) has officially signaled the completion of its decade-long transformation, reporting a blockbuster fourth-quarter earnings beat that highlights its emergence as a software-first, artificial intelligence powerhouse. For the quarter ending December 31, 2025, the company reported revenue of $19.69 billion—a 12% year-over-year increase—shattering
The global media landscape sits on a knife’s edge as of February 18, 2026, with the future of one of Hollywood’s most storied empires hanging in the balance. Paramount Global (NASDAQ: PARA), now bolstered by its merger with Skydance Media, has been granted a critical seven-day window to
This brand-name company has soared more than 6,000% since its IPO (including dividends), and it's checked all the right boxes for the now-retired Oracle of Omaha.
Megacap stocks dominate their sectors and their actions influence economies worldwide.
The flip side though is that their sheer size means they have less room for explosive growth as scale works against them.
On February 17, 2026—just days after the launch of its flagship Claude Opus 4.6—Anthropic released Claude Sonnet 4.6, heralding it as the "most capable Sonnet model yet." This mid-tier powerhouse is now the default for Free and Pro users on claude.ai, Claude Cowork, and via APIs on platforms like Amazon Bedrock and Google Vertex AI. [...]
Investors are looking ahead to a slew of economic data on Wednesday, including housing starts, building permits, durable-goods orders, and industrial production.
Alphabet Inc. (NASDAQ: GOOGL) has officially entered uncharted territory, reporting a fiscal year 2025 that saw the tech giant surpass $400 billion in annual revenue for the first time in its history. This milestone was propelled by a staggering 48% year-over-year surge in Google Cloud revenue during the fourth quarter,
The opening weeks of 2026 have witnessed a tectonic shift in global capital markets, marking what analysts are calling the "Great Sector Rotation." After three years of relentless dominance by artificial intelligence and cloud computing giants, the tide has abruptly turned. Investors are staging a massive exodus from high-multiple Software-as-a-Service
The architectural landscape of the American media industry shifted decisively today, February 17, 2026, as the board of Paramount Global (NASDAQ:PARA) officially entered a high-pressure "best and final" negotiation phase with two of the world’s most powerful content engines. In a move that has stunned Wall Street, Netflix
Shares of enterprise software giant Oracle (NYSE:ORCL) fell 4% in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off.
