In a month defined by extreme volatility and a radical shift in the artificial intelligence landscape, recent breakthroughs from Meta Platforms and Anthropic have ignited a dramatic recovery in technology shares. Following an early February rout that wiped nearly $1 trillion from software valuations, the tide turned this week as
As the financial world looks toward the spring of 2026, the semiconductor landscape is bracing for its most significant shift since the launch of the original Blackwell architecture. Nvidia (NASDAQ:NVDA) is reportedly preparing to officially unveil its "N1" and "N1X" system-on-chips (SoCs) at the upcoming GTC 2026 conference in
Alphabet Inc. (NASDAQ: GOOGL) has sent a thunderous signal to the global financial markets this week, successfully closing a massive $20 billion bond sale that saw investor demand reach a staggering $100 billion. The offering, which was upsized from an initial $15 billion due to overwhelming interest, represents one of
Whetstone Capital Advisors has sold its stake in GitLab, a unified DevOps platform competing in the fast-changing market for AI-assisted coding and secure software delivery. As companies look at combining platforms and adding AI, investors are considering whether GitLab will be able to compete in the future of enterprise development.
Shares of Adobe and Figma trade lower Thursday afternoon as investors react to Google's unveiling of Nano Banana 2, a new image model inside the Gemini app.
SAN MATEO, CA — Snowflake (NYSE: SNOW), the cloud data heavyweight, delivered a definitive signal to the market on February 25, 2026, reporting fourth-quarter and full-year fiscal 2026 results that silenced skeptics of its AI strategy. The company reported a significant "beat and raise" performance, characterized by an unprecedented surge in
The enterprise software landscape underwent a seismic shift this week as Anthropic unveiled "Claude Cowork," a revolutionary persistent workplace platform designed to transform AI from a conversational assistant into an autonomous digital colleague. By launching deep, native integrations with Google Drive, Gmail, and DocuSign (NASDAQ: DOCU), alongside a suite of
The U.S. labor market has staged a remarkable mid-quarter comeback, according to the latest ADP National Employment Report (NER) Pulse data for February 2026. After a sluggish start to the year that left economists fearing a "labor cliff," the private sector has found its footing with a robust four-week
In a move that fundamentally reshapes the balance of power in the semiconductor industry, Advanced Micro Devices, Inc. (Nasdaq: AMD) and Meta Platforms, Inc. (Nasdaq: META) have announced a staggering multi-year agreement valued at upwards of $60 billion. The deal centers on the deployment of a massive 6-gigawatt (6GW) AI
In a financial performance that has effectively "reset the math" for the global technology sector, NVIDIA (NASDAQ:NVDA) reported record-breaking fourth-quarter and fiscal year 2026 results on February 25, 2026. The company posted a staggering $68.1 billion in quarterly revenue, driven by an insatiable global demand for artificial intelligence
As the final week of February 2026 draws to a close, the financial markets have emerged from what analysts are calling the most consequential “Heavyweight Week” of the post-pandemic era. The triple-threat earnings reports from Alphabet Inc. (NASDAQ: GOOGL), Qualcomm Inc. (NASDAQ: QCOM), and Eli Lilly and Company (NYSE: LLY)
As the financial markets move into the final days of February 2026, all eyes are turning toward the upcoming spring earnings cycle for the two primary "bellwethers" of the artificial intelligence (AI) hardware trade: Advanced Micro Devices (NASDAQ: AMD) and Super Micro Computer (NASDAQ: SMCI). These reports, covering the first
As the first quarter of 2026 unfolds, all eyes on Wall Street are turning toward Amazon.com Inc. (NASDAQ:AMZN), which stands at a pivotal crossroads following a year of massive capital investment and structural reorganization. After trailing its "Magnificent 7" peers for much of 2025, the e-commerce and cloud
In a season where many global technology giants have struggled to maintain double-digit growth, Mercado Libre (NASDAQ: MELI) has delivered a definitive statement of strength. Reporting its fourth-quarter and full-year 2025 results in late February 2026, the Latin American e-commerce and fintech leader posted a staggering 45% year-over-year revenue increase,
The global financial markets reached a critical crossroads this week as the final, most anticipated piece of the quarterly earnings puzzle fell into place. NVIDIA Corporation (NASDAQ:NVDA), the silicon powerhouse that has become the de facto barometer for the modern economy, released its fourth-quarter fiscal 2026 results on February
The financial landscape of early 2026 has been defined by a definitive "Great Rotation," as investors aggressively pivot away from the mega-cap technology giants that dominated the previous decade in favor of long-neglected small-cap stocks. In a dramatic reversal of the "Magnificent Seven" era, the Russell 2000 Index (NYSE: IWM)
The final week of January 2026 marked a watershed moment for the technology sector, as the long-anticipated "AI reckoning" finally arrived for the market’s biggest players. On January 28, 2026, two of the world's most influential companies, Meta Platforms (NASDAQ: META) and Microsoft (NASDAQ: MSFT), reported quarterly earnings that
