Silicon Valley

Investors are trying to decide if AI spending will make or break companies.

Topics Artificial Intelligence ETFs

Here's Why CoreWeave Stock Plunged but Then Recovered This Week ↗

Today 10:38 EST

Palantir, Strategy, Amazon And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week ↗

Topics Artificial Intelligence

Today 9:01 EST

Retail investors talked up five hot stocks this week (Feb. 2 to Feb. 6) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI buzz, and corporate news flow.

Via Benzinga

Topics Artificial Intelligence

Is Cipher Mining an Underrated Crypto Play? ↗

Today 8:35 EST

Cipher Mining's Bitcoin revenue is surging, but the big story is its AI data centers.

1 Brilliant Vanguard Index Fund to Buy Before It Soars 120%, According to a Wall Street Analyst ↗

Topics Artificial Intelligence

Today 4:50 EST

Tom Lee says the S&P 500 (a benchmark for the U.S. stock market) can hit 15,000 by 2030.

UiPath has flown under the media's radar despite some heavy Wall Street investment late last year, is it worth a look?

Topics Artificial Intelligence ETFs Economy

The Artificial Intelligence (AI) Dark Horse That Wall Street Is Watching ↗

Today 3:25 EST

SemiAnalysis President Says Microsoft Is 'Getting Owned' In AI Race, Praises AWS Scale ↗

Topics Artificial Intelligence World Trade

Today 2:31 EST

SemiAnalysis President Doug O'Laughlin criticized Microsoft's AI competitiveness while praising Amazon Web Services' scale and infrastructure execution.

Via Benzinga

Topics Artificial Intelligence

Alphabet And Microsoft: Billion Dollar AI Bettors ↗

February 06, 2026

With Amazon stock trading at its cheapest P/E valuation in the last 10 years, this post-earnings selloff could indeed be one of the rarer buying opportunities on the dip.

Via Talk Markets

Topics Artificial Intelligence

Why Amazon Stock Fell Today ↗

February 06, 2026

The e-commerce giant gave its shareholders 200 billion reasons to sell.

Amazon and Alphabet are increasingly functioning as both infrastructure providers and applied AI leaders, a rare combination that positions them at the center of one of the most significant...

Topics Artificial Intelligence

Amazon And Alphabet: Top AI Stocks Powering The Next Wave ↗

February 06, 2026

Via Talk Markets

Topics Artificial Intelligence

Are the Bond Markets and the Equity Markets Coming Into Agreement About an AI Bubble? ↗

February 06, 2026

There's growing debate over a possible AI bubble.

Gary Black Says Big Tech A Buying Opportunity Despite Outsized Capex Forecasts — Here’s Why ↗

Topics Artificial Intelligence Bonds

February 06, 2026

In a X post, Black said that he’s bullish on big technology names despite the market concern over massive capital expenditures planned for 2026, outlining three major reasons for his stance.

Via Stocktwits

Topics Artificial Intelligence

Stock Market Today, Feb. 6: Amazon Falls After $200 Billion AI and Cloud Spending Plan Raises Cash Flow Concerns ↗

February 06, 2026

On Feb. 6, 2026, investors weighed a massive AI buildout against dwindling free cash flows and the timing of a return on investment from this spending.

IonQ investors were happy to see the quantum company's stock recover along with the market.

Topics Artificial Intelligence Stocks

Why Did IonQ Stock Skyrocket on Friday? ↗

February 06, 2026

AI chip leaders helped the Dow clear the historic 50,000 mark as risk appetite returned across tech and crypto, today, Feb. 6, 2026.

Topics Artificial Intelligence Stocks

Stock Market Today, Feb. 6: Nvidia Leads Rally After AI Hardware Rebounds ↗

February 06, 2026

The quantum computing stock is finally seeing green.

Topics Artificial Intelligence Stocks

Why Did Rigetti Computing Stock Soar 18.3% Today? ↗

February 06, 2026

SAN DIEGO — Shares of Qualcomm Inc. (NASDAQ: QCOM) experienced a sharp sell-off this week, falling over 10% after the semiconductor giant issued a sobering second-quarter forecast that overshadowed...

Topics Artificial Intelligence Stocks

Qualcomm Shares Plummet as Global Memory Crunch Throttles 2026 Outlook

February 06, 2026

In a move that has sent shockwaves through Silicon Valley and Wall Street alike, Alphabet Inc. (NASDAQ: GOOGL) has unveiled a staggering capital expenditure outlook for 2026, signaling its intent to...

Topics Artificial Intelligence Earnings Economy

Alphabet Bets the Farm on AI: A $185 Billion Gambit to Dominate the Digital Future

February 06, 2026

Vontier, Hayward, 3M, Gates Industrial Corporation, and Helios Stocks Trade Up, What You Need To Know

Topics Artificial Intelligence Earnings Economy

February 06, 2026

A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices.

Astronics, Great Lakes Dredge & Dock, Enphase, Viavi Solutions, and Mayville Engineering Shares Skyrocket, What You Need To Know

Topics Stocks

February 06, 2026

A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices.

SEATTLE — Shares of Amazon.com, Inc. (NASDAQ:AMZN) plummeted more than 5% in early trading on Friday, February 6, 2026, following a fourth-quarter earnings report that showcased record-breaking revenue...

Topics Stocks

Amazon's $200 Billion AI Bet: Stock Falls 5% as CapEx Projections Shock Markets

February 06, 2026

Nvidia Rockets 8% as CEO Jensen Huang Proclaims AI 'Inflection Point,' Propelling Dow Past 50,000

Topics Artificial Intelligence Earnings Workforce

February 06, 2026

In a historic session for Wall Street, shares of Nvidia (NASDAQ:NVDA) surged more than 8% on Friday, February 6, 2026, breathing new life into the global technology trade. The rally was ignited by a...

In a historic display of market resilience and technological optimism, the Dow Jones Industrial Average closed above the 50,000-point milestone for the first time in history on Friday, February 6,...

Topics Artificial Intelligence Economy Stocks

Dow Jones Shatters 50,000 Milestone: AI Surge Powers Historic 1,200-Point Rally

February 06, 2026

Hudson Technologies, Alamo, KBR, Trimble, and Ingersoll Rand Stocks Trade Up, What You Need To Know

Topics Artificial Intelligence Economy Stocks

February 06, 2026

A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices.

Albany, Mercury Systems, Methode Electronics, Watts Water Technologies, and Johnson Controls Shares Are Soaring, What You Need To Know

Topics Stocks

February 06, 2026

A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices.

Advanced Drainage, Terex, Valmont, Woodward, and Orion Shares Are Soaring, What You Need To Know

Topics Stocks

February 06, 2026

A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices.

A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices.

Topics Stocks

Cadre, Watsco, Limbach, Hexcel, and CACI Shares Skyrocket, What You Need To Know

February 06, 2026

A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices.

Topics Government Stocks Supply Chain

Zurn Elkay, Badger Meter, AAON, Trex, and Saia Shares Are Soaring, What You Need To Know

February 06, 2026

Is the stock's recent sell-off a buying opportunity? Maybe.

Topics Stocks

Amazon Stock Investors Just Got Fantastic News From CEO Andy Jassy ↗

February 06, 2026

Wabash, Parsons, AZZ, Distribution Solutions, and AECOM Stocks Trade Up, What You Need To Know

Topics Artificial Intelligence Earnings

February 06, 2026

A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices.