Supporters of the bullish case point to aggressive capital expenditure plans by major technology companies, which they believe will eventually benefit Nvidia.
OpenAI alone wants to spend $1.4 trillion on AI infrastructure, which means there's a lot of money on the table for these three companies in particular.
The U.S. economy has officially entered a new phase of high-octane efficiency, according to the latest data released by the Bureau of Labor Statistics. In a report that has sent ripples through the global financial markets this February 5, 2026, nonfarm productivity was revealed to have surged at a
As of early February 2026, the long-standing dominance of high-growth technology and artificial intelligence (AI) stocks has hit a significant wall, triggering a massive "Great Rebalancing" across the U.S. financial markets. Investors, once captivated by the promise of infinite AI scaling, are now rotating aggressively into defensive and value-oriented
Buy now, pay later company Affirm (NASDAQ:AFRM) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 29.6% year on year to $1.12 billion. Its GAAP profit of $0.37 per share was 39.5% above analysts’ consensus estimates.
The S&P 500 has reached a pivotal juncture in early 2026, pushing toward the historic 6,144-point milestone, a level that has become a lightning rod for technical analysts and institutional strategists alike. This push to record highs comes at a paradoxical moment for Wall Street; while the headline
The global economic landscape has been jolted in the opening weeks of 2026 as the United States government formalizes a series of aggressive 25% tariff proposals targeting the critical sectors of semiconductors, automobiles, and pharmaceuticals. These measures, framed as essential for national security and domestic industrial revitalization, have sent shockwaves
SANTA CLARA, CA — As of February 5, 2026, the landscape of the artificial intelligence data center market has been fundamentally redrawn. Advanced Micro Devices (NASDAQ: AMD) has successfully completed its integration of ZT Systems, a $4.9 billion acquisition that marked the company's most aggressive move to date to dismantle
Tesla, Inc. (NASDAQ: TSLA) has officially signaled the end of its era as a mere high-volume electric vehicle manufacturer, reporting Q4 2025 earnings that exceeded analyst expectations while simultaneously doubling down on Elon Musk’s artificial intelligence ambitions. The company confirmed a strategic $2 billion investment into xAI, the artificial
The honeymoon phase of the artificial intelligence revolution has officially ended, replaced by a cold, hard era of fiscal scrutiny. In its latest quarterly earnings report on January 28, 2026, Microsoft (NASDAQ:MSFT) stunned the market not with a lack of ambition, but with a record-shattering $37.5 billion in
Global satellite communications provider Viasat (NASDAQ:VSAT) missed Wall Street’s revenue expectations in Q4 CY2025 as sales rose 3% year on year to $1.16 billion. Its non-GAAP profit of $0.79 per share was significantly above analysts’ consensus estimates.
Meta Platforms (NASDAQ: META) has fundamentally rewritten the playbook for Big Tech growth, pivoting from its celebrated "Year of Efficiency" into a massive "Scaling Phase" defined by unprecedented capital expenditure. Following a blockbuster Q4 2025 earnings report that saw revenue climb 24% to $59.9 billion, the company stunned Wall
SANTA CLARA, Calif. — In a financial performance that has become the definitive pulse-check for the global technology sector, Nvidia (NASDAQ: NVDA) recently delivered a record-shattering earnings report that effectively silenced skeptics of the artificial intelligence (AI) revolution—at least for now. The semiconductor giant posted a staggering $39.3 billion
Pet products provider Bark (NYSE:BARK) fell short of the markets revenue expectations in Q4 CY2025, with sales falling 22.1% year on year to $98.45 million. Its non-GAAP loss of $0.03 per share was $0.01 above analysts’ consensus estimates.
Private markets investment firm StepStone Group (NASDAQ:STEP) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 140% year on year to $586.5 million. Its non-GAAP profit of $0.65 per share was 4.7% above analysts’ consensus estimates.
Shares of software supply chain platform JFrog (NASDAQ:FROG) fell 8.5% in the afternoon session after the "AI replacement" narrative reached a fever pitch following the release of new models from Anthropic and OpenAI.
