All News
Amazon Eyes $700B Revenue Milestone as AWS Growth and AI Capex Take Center Stage
Amazon is scheduled to report its Q4 2025 earnings on February 5, 2026. Analysts project revenue between $211.3 billion and $211.6 billion, with earnings per...
Stifel Slashes Microsoft Target to $392, Downgrades to Hold Amid 'SaaSpocalypse'
Stifel downgraded Microsoft from Buy to Hold and slashed its price target to $392 from $540. The firm cited overly optimistic fiscal year 2027 expectations and...
Oklo CEO Jacob Dewitte Sells 140,000 Shares for Over $10.5 Million
Oklo Inc. CEO Jacob Dewitte sold 140,000 shares on February 2, 2026. The transaction totaled $10,525,200. Shares sold at an average price of $75.18. The sale...
Broadcom's stock follows the semiconductor sector's downturn, but recovers in after-hours trading on news of a customer's spending plans.
Broadcom shares, along with Nvidia, fell more than 3% during Wednesday's trading session. A broader selloff in software stocks extended to the semiconductor...
Salesforce Stock Grapples with AI Disruption Fears Amid Broader Tech Selloff
Salesforce stock faced significant pressure in 2026. This selloff was spurred by fears that advanced AI agents could render traditional enterprise software...
Netflix's Bid for Warner Bros. to be Handled by Department of Justice
President Donald Trump will not involve himself in the bidding war for Warner Bros. Discovery Inc. The bidders are Netflix Inc. and Paramount Skydance Corp....
Oracle Finalizes $5B Raise Amid Broader Multi-Billion Dollar Cloud Funding Plan
Oracle expects to complete the $5 billion mandatory convertible preferred securities offering on February 5, 2026. This offering is part of Oracle’s broader...
Baidu Announces First-Ever Dividend and New $5 Billion Share Buyback Plan
Baidu announced a new US$5 billion share repurchase program. The program remains effective through December 31, 2028. The company also adopted its first-ever...
TSMC to Produce Advanced 3-Nanometer Chips in Japan with a Reported $17 Billion Investment
Taiwan Semiconductor Manufacturing Co. (TSMC) will produce advanced 3-nanometer chips at its second plant in Kumamoto, Japan. CEO C.C. Wei announced the...
Microsoft's AI Push Gains Momentum with Major Westpac Copilot Deployment
Microsoft announced that Australian banking giant Westpac is rolling out Microsoft 365 Copilot to its entire global workforce of 35,000 employees and...
MongoDB Declines More Than Market Amid Tech Sell-Off
MongoDB shares closed down 2.44% at $337.60, reflecting broader tech profit-taking and fears surrounding the SaaSpocalypse narrative, which has resulted in a...
Unity Software Extends Losing Streak to Seven Days Amid $285B 'SaaSpocalypse' Sell-Off
Unity Software shares closed at $24.94 on February 4, 2026, marking a 3.59% decline. This performance extends a losing streak to seven consecutive trading...
Booking Holdings Tumbles Amid ‘SaaSpocalypse’ as Mizuho Calls AI Fears Overblown
Booking Holdings (BKNG) shares fell 9.32% on February 3, 2026, to close at $4,644.64. The decline followed a broader technology sector rout triggered by...
Reddit Braces for Q4 Earnings as Stock Slides 22% and Traders Signal 14% Volatility
Reddit (RDDT) will report fourth-quarter and full-year 2025 earnings on February 5, 2026. The stock declined 22% in the week preceding the report, falling from...
Western Digital Eyes Earnings Rebound Following $4 Billion Buyback and AI-Driven Profit Surge
Western Digital is scheduled to report its latest earnings on February 5, 2026. This follows the authorization of a $4 billion share buyback program on...
SanDisk Drops 15.95% as Anthropic AI Tool Sparks $285B ‘SaaSpocalypse’
SanDisk (SNDK) shares fell 15.95% to close at $584.55 on February 4, 2026. This decline occurred during a broader technology sector rout that saw the Nasdaq...
Chevron Hits 52-Week High on Record Production and Dividend Hike as Valuation Risks Loom
Chevron shares reached a 52-week high of $178.82 on January 30, 2026. The stock has gained 16.1% year-to-date. Strong fourth-quarter 2025 earnings exceeded...
Mastercard Expands AI and Fleet Solutions; Stock Consolidates After Strong Earnings
Mastercard (MA) announced a strategic pivot toward becoming a holistic technology provider by expanding into AI agents and specialized fleet solutions,...
Adobe Stock Rises Amid Tech Sector Sell-Off Driven by SaaSpocalypse
Adobe shares closed up 2.86% at $279.71, showing resilience by recovering strongly from a 52-week low despite a significant analyst downgrade from Piper...
Berkshire Hathaway Gains 2% Amid Tech Sector Rotation and Leadership Transition
Berkshire Hathaway B shares gained 2.04%, closing at $503.83 on February 4, 2026, as investors rotated toward value and cyclical assets, allowing the company's...