Microsoft (NQ:MSFT)

In a landmark achievement that marks the culmination of the most aggressive turnaround in semiconductor history, Intel (NASDAQ: INTC) has officially launched the Core Ultra Series 3 processor family....

Topics Economy

Intel Reclaims the Silicon Throne: Core Ultra Series 3 and the 18A Era Arrive

February 05, 2026

As of February 5, 2026, the global semiconductor landscape has undergone its most radical transformation in decades. Following the enactment of Presidential Proclamation 11002 in mid-January, the...

Topics Artificial Intelligence Economy

The Silicon Curtain: 25% Tariffs and US-China Revenue-Sharing Redefine the AI Arms Race

February 05, 2026

NVIDIA Shakes the ‘Power Wall’: Spectrum-X Ethernet Photonics Bridges the Gap to Million-GPU Rubin Clusters

Topics Artificial Intelligence Economy World Trade

February 05, 2026

As the artificial intelligence industry pivots toward the unprecedented scale of multi-trillion-parameter models, the bottleneck has shifted from raw compute to the networking fabric that binds tens of...

The high-stakes gamble for global semiconductor dominance has reached a definitive turning point as of February 2026. Following a turbulent year of political transitions and strategic "re-audits," the...

Topics Artificial Intelligence

Silicon Sovereignty: US CHIPS Act Reaches Finality Amidst 2026 Administrative Re-Audits

February 05, 2026

The 85 TOPS Revolution: Qualcomm’s Snapdragon X2 Elite Redefines the AI PC Era at CES 2026

Topics Artificial Intelligence Economy World Trade

February 05, 2026

The landscape of personal computing underwent a seismic shift at CES 2026 as Qualcomm (NASDAQ: QCOM) officially launched its next-generation Snapdragon X2 Elite and X2 Plus processors. Building on the...

The Bespoke Silicon Revolution: Broadcom’s $50 Billion Surge Redefines the AI Hardware Landscape

Topics Artificial Intelligence Economy

February 05, 2026

As of early 2026, the artificial intelligence industry has reached a critical inflection point where generic hardware is no longer enough to satisfy the hunger of multi-trillion parameter models....

As of February 5, 2026, the artificial intelligence hardware race has entered a blistering new phase. Advanced Micro Devices, Inc. (NASDAQ: AMD) has officially pivoted from being a fast follower to an...

Topics Artificial Intelligence Economy Supply Chain

The 2nm AI War Begins: AMD’s MI400 and the Bold Strategy to Topple NVIDIA’s Throne

February 05, 2026

NVIDIA Vera Rubin Platform Enters Full Production, Promising 10x Cost Reduction for Agentic AI

Topics Artificial Intelligence Economy

February 05, 2026

In a definitive move to cement its dominance in the artificial intelligence landscape, NVIDIA (NASDAQ:NVDA) has officially transitioned its next-generation "Vera Rubin" platform into full production....

Intel Officially Launches High-Volume Manufacturing for 18A Node, Fulfilling ‘5 Nodes in 4 Years’ Promise

Topics Artificial Intelligence Economy

February 05, 2026

Intel (NASDAQ: INTC) has officially entered the era of High-Volume Manufacturing (HVM) for its cutting-edge 1.8nm-class process node, known as Intel 18A. Announced on January 30, 2026, this milestone...

Silicon Sovereignty: NVIDIA and TSMC Achieve High-Volume Blackwell Production on U.S. Soil

Topics Artificial Intelligence Economy

February 05, 2026

In a landmark shift for the global semiconductor industry, NVIDIA (NASDAQ: NVDA) and TSMC (NYSE: TSM) have officially commenced high-volume production of the "Blackwell" AI architecture at TSMC’s Fab...

Satellite radio and media company Sirius XM (NASDAQ:SIRI) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, but sales were flat year on year at $2.19 billion. Its GAAP profit of $0.24...

Topics Artificial Intelligence Economy

Sirius XM (NASDAQ:SIRI) Exceeds Q4 CY2025 Expectations, Stock Soars

February 05, 2026

Sport boat manufacturer MasterCraft (NASDAQ:MCFT) fell short of the market’s revenue expectations in Q4 CY2025 as sales only rose 1.9% year on year to $64.57 million. Its non-GAAP profit of $0.10 per...

Topics Artificial Intelligence

MasterCraft (NASDAQ:MCFT) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings

February 05, 2026

Forget AI Start-Ups: This Trillion‑Dollar Tech Titan Is Emerging as a Dark Horse in the AI Race ↗

Topics Artificial Intelligence

February 05, 2026

Apple has lagged behind its big-tech peers, but it has the resources to catch up and potentially overtake the competition.

Chocolate company Hershey (NYSE:HSY) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 7% year on year to $3.09 billion. Its non-GAAP profit of $1.71 per share was...

Topics Artificial Intelligence

Hershey (NYSE:HSY) Reports Bullish Q4 CY2025

February 05, 2026

Data centers need power management and cooling solutions, and this company makes it possible.

Forget AI Stocks: This Industrial Winner Is Building AI's Backbone ↗

February 05, 2026

Professional tools and equipment manufacturer Snap-on (NYSE:SNA) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 5.2% year on year to $1.23 billion. Its GAAP profit of...

Topics Artificial Intelligence Economy

Snap-on (NYSE:SNA) Misses Q4 CY2025 Revenue Estimates

February 05, 2026

Beauty products company Estée Lauder (NYSE:EL) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 5.6% year on year to $4.23 billion. Its non-GAAP profit of $0.89 per share was 6.6%...

Estée Lauder (NYSE:EL) Reports Q4 CY2025 In Line With Expectations But Stock Drops

February 05, 2026

Pawn store operator FirstCash Holdings (NASDAQ:FCFS) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 19.8% year on year to $1.06 billion. Its non-GAAP profit of...

FirstCash’s (NASDAQ:FCFS) Q4 CY2025 Sales Beat Estimates

February 05, 2026

Billionaire Stanley Druckenmiller Sells Microsoft Stock and Buys an AI Stock Up 243,600% Since Its IPO ↗

Topics Artificial Intelligence Earnings

February 05, 2026

Stanley Druckenmiller, one of the most successful hedge fund managers in history, sold Microsoft and bought Amazon in the third quarter.

Amazon Heads Into Earnings With Bullish Retail Sentiment – AWS Growth, Capex Plan In Focus ↗

Topics Artificial Intelligence Initial Public Offering

February 05, 2026

Three-fourth respondents in a Stocktwits poll expect Amazon to blow past Q4 earnings estimates.

Via Stocktwits

Topics Artificial Intelligence

Nasdaq, S&P 500 Futures Subdued Ahead Of Amazon Earnings: Why GOOGL, AVGO, MSFT, HOOD Are On Traders' Radar Today ↗

February 05, 2026

Via Stocktwits

Topics Stocks

Is This Artificial Intelligence (AI) Stock a Smart Buy After Its Recent Pullback? ↗

February 05, 2026

Microsoft's stock got slammed after the company slightly missed expectations in its latest quarter.

The Buffett indicator can protect investors from overpaying for stocks when valuations run far ahead of the underlying fundamentals.

Topics Artificial Intelligence

Wall Street Is Flashing a Warning Signal That's Only Appeared 4 Times in 60 Years ↗

February 05, 2026

Nvidia CEO Jensen Huang Just Said AI Won't Replace Software. 3 Beaten-Down SaaS Stocks To Buy Now ↗

Topics Artificial Intelligence Economy

February 04, 2026

The "SaaSpoclaypse" continues, but one top tech leader thinks it's overblown.

"Too big to fail" is how we would describe the megacap stocks in this article today. While they will likely stand the test of time, it’s not all sunshine and rainbows as their scale can limit their...

Topics Artificial Intelligence ETFs

2 Mega-Cap Stocks to Own for Decades and 1 We Avoid

February 04, 2026

This isn't the first time a software stock has plunged over AI fears.

Topics Artificial Intelligence

Reeling From Software Stock Losses? Alphabet Investors Have Some Advice For You ↗

February 04, 2026

Investment banking firm Piper Sandler (NYSE:PIPR) will be announcing earnings results this Friday before the bell. Here’s what you need to know.

Topics Artificial Intelligence ETFs

Piper Sandler (PIPR) Q4 Earnings Report Preview: What To Look For

February 04, 2026

Electronic bond trading platform MarketAxess (NASDAQ:MKTX) will be announcing earnings results this Friday morning. Here’s what to expect.

Topics Artificial Intelligence World Trade

Earnings To Watch: MarketAxess (MKTX) Reports Q4 Results Tomorrow

February 04, 2026

Tobacco company Philip Morris International (NYSE:PM) will be announcing earnings results this Friday before the bell. Here’s what you need to know.

Topics Artificial Intelligence Bonds World Trade

Philip Morris (PM) Q4 Earnings: What To Expect

February 04, 2026