All News
Alphabet Shares Slide as $185B AI Spending Plan Overshadows Record Q4 Results
Alphabet reported record-breaking fourth-quarter 2025 revenues of $113.8 billion. Net income climbed 30% to $34.5 billion, supported by 48% growth in the cloud...
S&P Global Plummets 14% as Anthropic’s Claude Opus 4.6 Sparks Sector-Wide AI Fears
S&P Global shares fell 14% this week. This decline marks the stock's worst weekly performance since March 2020. The iShares Expanded Tech-Software ETF also...
Intel Signals China CPU Supply Trough in Q1 2026 Driven by AI Surge
Intel formally notified customers in China of extended lead times for CPUs due to significant supply constraints. Rapid artificial intelligence adoption is...
Nvidia to Skip 2026 Gaming GPU Launches as AI Demand Triggers Historic Memory Shortage
Nvidia will not release any new gaming graphics chips in 2026 due to a deepening global memory shortage. [1, 2, 6] The company is diverting its limited memory...
Microsoft’s $105 Billion AI Spending Surge Triggers Tech Sell-Off and Stifel Downgrade
Microsoft reported a 66% increase in second-quarter capital spending. The company projects total capital expenditures will reach nearly $105 billion for the...
Anthropic Triggers $285 Billion SaaSpocalypse as New Plugins Threaten SaaS Models
Anthropic released 11 open-source plugins for its Claude Cowork tool. The company launched these tools on January 30. This release signals a strategic shift...
Amazon Shares Slide as $200B AI Spending Plan and Weak Forecast Spook Investors
Amazon plans to increase capital expenditures to approximately $200 billion in 2026. This figure marks a significant surge from the $130 billion allocated for...
Meta Internal Memo Reveals Avocado AI Model Outperforming Rivals with Superior Compute Efficiency
Meta Platforms internally announced Avocado, its most capable pre-trained base model to date. The model completed its initial pre-training phase using vast...
Amazon Weighs OpenAI Investment to Power Alexa AI Overhaul
Amazon is negotiating with OpenAI to integrate artificial intelligence models into the Alexa voice assistant and other consumer products. These discussions...
Nvidia to Skip 2026 Gaming GPU Launch for First Time in Decades as AI Takes Priority
Nvidia will reportedly release no new gaming graphics cards in 2026. This marks the first time the company has skipped an annual release in nearly 30 years. A...
Nvidia CEO Dismisses AI Threat to Software Sector as SaaS Stocks Slump on Automation Fears
Investor fears regarding artificial intelligence disruption triggered a significant sell-off in global software-as-a-service (SaaS) stocks. AI startup...
Anthropic Pivots to Enterprise Strategy as Safety Mission Meets Commercial Reality
AI safety pioneer Anthropic faces mounting pressure to reconcile its ethics-first principles with the commercial necessity of competing against OpenAI. Former...
Reddit Authorizes $1B Buyback to Counter 40% Stock Slide and Overhauls User Metrics
Reddit authorized a $1 billion share repurchase program. The initiative follows a 40% decline in the company's stock price over the past 30 days. This move...
SanDisk Rotated Out of AI Stock Picks Amid Valuation Concerns
SanDisk Corporation (SNDK) was removed from InvestingPro's AI-picked stock list for February, citing significant relative valuation and volatility concerns...
Palantir Plunges as New AI Models Trigger 285 Billion Dollar SaaSpocalypse Sell-off
Palantir Technologies shares fell 6.5% on February 5, 2026. The decline followed the release of Anthropic’s Claude Opus 4.6 and OpenAI’s Frontier platform....
Meta Platforms Stock Declines Amid Broader Tech Sell-Off and AI Spending Concerns
META stock dropped 2.15% in after-hours trading, closing at $655.79, as the broader market reacted to risk-off sentiment and ongoing concerns about high AI...
Oracle Plummets 25% in Worst Eight-Day Rout Since 2002 Amid AI Debt and Disruption Fears
Oracle Corporation shares closed at $136.48 on February 5, 2026. The stock fell for the eighth consecutive session, marking a 25.19% decline. This period...
NVIDIA Shares Slide 10% as SaaSpocalypse Rotation and AI Spending Fears Rattle Tech Sector
NVIDIA shares fell 10.0% over five trading days between January 30 and February 5, 2026. The stock closed at $171.88 on February 5. A broader technology sector...
Freedom Holding Corp. Set to Release Q3 FY2026 Results as Investors Await Key Metrics
Freedom Holding Corp. expects to report financial results for the third quarter of fiscal year 2026 on or around February 6, 2026. MarketBeat estimates the...
Walmart Significantly Increases Pay for Pharmacy Technicians
Walmart announced a wage increase for its pharmacy technicians, boosting hourly pay from $22 to $40.50. This represents a potential 84% increase for some...