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Circle Announces Partnership with Polymarket to Integrate Native USDC
CRCL

Circle Announces Partnership with Polymarket to Integrate Native USDC

Circle Internet Group partnered with Polymarket, the world's largest prediction market. The agreement integrates native USDC as Polymarket's settlement...

Oklo CEO and Institutional Investor Trim Stakes Amid Multi-Million Dollar Insider Sell-Off
OKLO

Oklo CEO and Institutional Investor Trim Stakes Amid Multi-Million Dollar Insider Sell-Off

Mission Wealth Management LP reduced its holdings in Oklo Inc. on February 5, 2026. The institutional investor sold 19,562 shares of the company. This...

Wedbush Defends Unity Structural Moat as AI Startup CloudX Sparks Selloff
U

Wedbush Defends Unity Structural Moat as AI Startup CloudX Sparks Selloff

Wedbush Securities issued a client note defending Unity Software (U) following stock pressure from the launch of CloudX, a new AI-infused mobile advertising...

AVGO

🟢 AVGO is trading 3.6% up today after Google signals massive AI infrastructure spending surge

AVGO is trading at $319.00, up 3.6%, after Alphabet’s earnings report revealed a dramatic acceleration in AI infrastructure spending. • Google announced...

SNDK

SanDisk Recovers From 16% Plunge as AI Data Center Demand Fuels Massive Q3 Guidance

SanDisk (SNDK) stock rose Thursday following a 16% decline in the previous session. Investors attributed Wednesday’s selloff to profit-taking after a...

AMZN

🔴 AMZN is trading 3.54% down today ahead of Q4 earnings amid AI capex concerns

AMZN is trading at $224.74 (-3.54%) as investors weigh anticipation for Q4 2025 earnings against mounting anxiety over projected AI capital expenditures...

Mizuho Upgrades Booking Holdings to $6,000 Target as AI Fears Fade
BKNG

Mizuho Upgrades Booking Holdings to $6,000 Target as AI Fears Fade

Mizuho upgraded Booking Holdings (BKNG) from Neutral to Outperform. The firm established a $6,000 price target for the stock. Analysts characterized recent...

Micron Targets $500 as HBM Demand Fuels AI Growth Despite Executive Stock Sale
MU

Micron Targets $500 as HBM Demand Fuels AI Growth Despite Executive Stock Sale

Mizuho raised its price target for Micron Technology to $480 on February 5, 2026. Phillip Securities set a bullish $500 price target on the same day, citing...

AVGO

Broadcom Surges 5% as Google Doubles AI Spending to Fuel TPU Demand

Broadcom shares climbed more than 5% in premarket trading on February 5, 2026. This rally followed an announcement from Alphabet (Google) detailing a massive...

SNDK

🟢 SNDK is trading 5.73% up today, rebounding from a 16% drop on February 4

SNDK is trading at $618.03 (+5.73%), rebounding from a 16% decline on February 4 despite broader market weakness. • The stock is bucking a 0.48% decline in...

ASML Ships 350 Million Dollar High-NA EUV Systems to Launch Angstrom Era of Chipmaking
ASML

ASML Ships 350 Million Dollar High-NA EUV Systems to Launch Angstrom Era of Chipmaking

ASML has commenced high-volume shipments of its next-generation High Numerical Aperture (High-NA) EUV lithography systems. Key customers including Intel and...

CRM

Salesforce Secures $5.6B Army Contract Amid Executive Exodus and Stock Volatility

Salesforce (CRM) is undergoing a major leadership transition following the departures of the heads of Tableau and Slack. Simultaneously, the company secured a...

PLTR

🔴 PLTR is trading 2.71% down today, extending losses amid AI spending fears and a broader SaaS selloff

PLTR is trading at $135.76 (-2.71%) as it extends losses from yesterday's -11.62% drop amid heightened AI spending concerns and broader tech sector...

MSTR

🔴 MSTR is trading 5.9% down today tracking Bitcoin's slide and a Canaccord price target cut

MSTR is trading at $121.45 (-5.92%) as it mirrors a sharp -4.74% decline in Bitcoin to $69,915.99 since the last close. • Canaccord Genuity slashed its price...

LLY

🔴 LLY is trading 5.2% down today on profit-taking after a massive post-earnings rally

LLY is trading at $1,049.37 (-5.2%) as investors lock in gains following a +10.3% surge driven by blowout Q4 earnings and strong future guidance. • The...

Nvidia Postpones RTX 50-Series SUPER Launch as AI Demand Triggers GDDR7 Shortage
NVDA

Nvidia Postpones RTX 50-Series SUPER Launch as AI Demand Triggers GDDR7 Shortage

Nvidia is reportedly delaying the launch of its GeForce RTX 50-series SUPER graphics cards due to a severe global shortage of GDDR7 memory. The company...

GOOGL

🔴 GOOGL is trading 3.2% down today as massive 2026 AI capex guidance overshadows strong Q4 earnings beat

GOOGL is trading at $322.36, down 3.2% as massive 2026 capital expenditure guidance for AI infrastructure overshadows a strong Q4 earnings beat. • Alphabet...

GOOG

🔴 Alphabet is trading 3.9% down today as 2026 capex guidance sparks margin fears

GOOG is trading at $320.28 (-3.92%) as a continued selloff follows guidance for 2026 capital expenditures to reach nearly double 2025 levels. • Alphabet...

DUOL

🟢 DUOL is trading 4% up today as it bucks the broader tech selloff

DUOL is trading at $121.81 (+4.20%) as it sharply diverges from a broader market decline that has seen the NASDAQ Composite fall 0.99%. • The stock is bucking...

CRWV

🔴 CRWV is trading 3.6% down today on class action lawsuit reminders over alleged fraud

CRWV is trading at $79.45 (-3.64%) as law firms issue reminders regarding an imminent deadline for a securities class action lawsuit. • The lawsuit alleges...