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Microsoft
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The $500 Billion Maginot Line: Inside the 2026 AI Infrastructure Supercycle
February 12, 2026
The technology sector has officially entered the era of the "Gigawatt Supercycle." As of February 12, 2026, new financial projections indicate that the world’s six most aggressive AI infrastructure...
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Alphabet’s Century-Long Bet: Google’s Parent Smashes Records with $20 Billion Bond Sale to Fuel AI Dominance
February 12, 2026
In a move that underscores the high-stakes reality of the global artificial intelligence "arms race," Alphabet Inc. (NASDAQ: GOOGL) successfully closed a massive $20 billion bond offering this week,...
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Goldman Sachs Predicts 12% S&P 500 Rally in 2026: Five Key Themes for the "Marathon" Bull Market
February 12, 2026
As the global economy stabilizes into a period of disinflationary growth, Goldman Sachs (NYSE: GS) has released a robust 2026 stock market outlook, forecasting a 12% total return for the S&P 500. This...
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February 12, 2026
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Via
MarketMinute
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World Trade
Oracle’s $300 Billion Gamble: Inside the 4.5GW 'Stargate' Deal Redefining the AI Arms Race
February 12, 2026
As of February 12, 2026, the technology sector is witnessing the materialization of what many analysts are calling the largest infrastructure commitment in the history of computing. Oracle (NYSE: ORCL)...
Via
MarketMinute
Topics
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Palo Alto Networks Completes Historic $25 Billion CyberArk Acquisition to Solidify Identity Security Pillar
February 12, 2026
In a move that fundamentally redraws the map of the global cybersecurity landscape, Palo Alto Networks (NASDAQ: PANW) has officially closed its $25 billion acquisition of CyberArk. The deal, finalized...
Via
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Earnings
Google’s $32 Billion Security Gambit: Alphabet Clears Final Major Hurdle in Historic Wiz Acquisition
February 12, 2026
In a move that fundamentally reshapes the landscape of cloud computing and artificial intelligence, Alphabet Inc. (NASDAQ:GOOGL) has secured unconditional antitrust approval from the European...
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MarketMinute
Topics
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Bonds
Economy
1 Artificial Intelligence (AI) Winner Hiding in Plain Sight for 2026
↗
February 12, 2026
TSMC will remain a bellwether of the booming AI market.
Via
The Motley Fool
Topics
Artificial Intelligence
Babson College Expands Its Professional & Executive Education Portfolio with Launch of New AI & Innovation Certificate with Founderz
February 12, 2026
Wellesley, Massachusetts--(Newsfile Corp. - February 12, 2026) - Babson College announced a suite of new AI and innovation offerings within...
Via
Newsfile
Topics
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S&P 500 Breaches 7,000 Milestone: AI Megacaps Propel Market to Historic Heights
February 12, 2026
The financial world witnessed a watershed moment on January 28, 2026, as the S&P 500 index breached the 7,000-point threshold for the first time in history. This milestone, coming just fourteen months...
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Topics
Artificial Intelligence
Economy
Stocks
Why Microsoft’s Cloud Migrations Matter More Than Its AI Hype
↗
February 12, 2026
Via
MarketBeat
Topics
Artificial Intelligence
Oracle Secures Landmark CMS Cloud Contract, Cementing Its Dominance in Public Sector Healthcare Infrastructure
February 12, 2026
In a move that underscores its aggressive pivot toward specialized industry clouds, Oracle Corporation (NYSE: ORCL) announced on February 11, 2026, that it has secured a massive, multi-year contract...
Via
MarketMinute
Topics
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The Kraft Heinz Recovery: A Deep-Dive into the 2026 ‘Restoration’ Strategy
February 12, 2026
As of February 12, 2026, The Kraft Heinz Company (NASDAQ: KHC) finds itself at a defining crossroads. Long considered the poster child for the "efficiency-at-all-costs" model pioneered by 3G Capital,...
Via
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IREN Bounces Back: The Market Votes Yes as Big Banks Step In
↗
February 12, 2026
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A New Era for the Fed: Trump Nominates Kevin Warsh to Succeed Jerome Powell
February 12, 2026
In a move that signals a seismic shift in U.S. monetary policy, President Donald Trump has formally nominated Kevin Warsh to serve as the next Chair of the Federal Reserve. The announcement, made in...
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Tesla vs. Nvidia: Which Is the Better AI Stock to Buy Now?
↗
February 12, 2026
One of the two stocks looks like a far better way to play the AI boom.
Via
The Motley Fool
Topics
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Jobs Blockbuster Chills Rate Cut Hopes: Wall Street Tumbles as January Payrolls Double Forecasts
February 12, 2026
Wall Street retreated on Thursday, February 12, 2026, as a surprisingly robust January employment report sent a shockwave through the financial markets, effectively dismantling expectations for an...
Via
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Cisco Systems (CSCO): The Transformation into an AI Infrastructure Powerhouse
February 12, 2026
Date: February 12, 2026 Introduction As the global economy transitions from the digital era to the "agentic era" of artificial intelligence, Cisco Systems (NASDAQ: CSCO) finds itself in a familiar yet...
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The Renaissance of Big Blue: A Deep-Dive into IBM’s 2026 AI and Hybrid Cloud Dominance
February 12, 2026
Date: February 12, 2026 Introduction Once dismissed as a "legacy tech" giant struggling to find its footing in the cloud era, International Business Machines Corporation (NYSE: IBM) has effectively...
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Cloudflare (NET): The Connectivity Cloud and the Future of the Agentic Internet
February 12, 2026
Date: February 12, 2026 Introduction In the rapidly evolving architecture of the digital world, Cloudflare, Inc. (NYSE: NET) has transitioned from being a mere "protector of websites" to the essential...
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Finterra
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Initial Public Offering
Unity Software (NYSE: U): The Great Rebuild and the AI Horizon
February 12, 2026
As of February 12, 2026, Unity Software (NYSE: U) stands at a critical crossroads. Once the undisputed king of mobile game development, the company is currently navigating the most significant...
Via
Finterra
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Artificial Intelligence
Bankruptcy
Microsoft Is 'Worst-Performing' Hyperscaler Stock Since ChatGPT Launch, Chamath Palihapitiya Says
↗
February 12, 2026
Prominent investor Chamath Palihapitiya, known as the "SPAC King," took to X on Thursday to highlight Microsoft Corp.'s (MSFT) underperformance relative to other major technology companies since the...
Via
Benzinga
Stock Market Sell-Off: 3 Stocks I'm Still Buying Now
↗
February 12, 2026
Tech stocks are getting slammed right now.
Via
The Motley Fool
Topics
Artificial Intelligence
Prediction: Nebius Stock Could Double If Execution Holds
↗
February 12, 2026
Nebius Group is selling every unit of AI capacity it can build. Find out whether this stock is a rare infrastructure opportunity or a high-risk execution bet.
Via
The Motley Fool
Topics
Artificial Intelligence
SPGM vs. NZAC: Is ESG Investing Worth It?
↗
February 12, 2026
Explore how these two global ETFs stack up in diversification, ESG focus, and sector exposure—key factors for portfolio strategy.
Via
The Motley Fool
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ETFs
Euronet Worldwide’s (NASDAQ:EEFT) Q4 CY2025 Earnings Results: Revenue In Line With Expectations But Stock Drops
February 12, 2026
Financial technology provider Euronet Worldwide (NASDAQ:EEFT) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 5.9% year on year to $1.11 billion. Its non-GAAP profit of $2.39 per...
Via
StockStory
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Restaurant Brands’s (NYSE:QSR) Q4 CY2025: Beats On Revenue
February 12, 2026
Fast-food company Restaurant Brands (NYSE:QSR) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 7.4% year on year to $2.47 billion. Its non-GAAP profit of $0.96 per...
Via
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Topics
Artificial Intelligence
Supply Chain
Should You Buy the Dip in CoreWeave Stock?
↗
February 12, 2026
CoreWeave stock is down nearly 30% since the start of November.
Via
The Motley Fool
Topics
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Buy 2 Vanguard Index Funds to Beat the S&P 500 in the Next Year, According to Wall Street
↗
February 12, 2026
Wall Street thinks two stock market sectors will outperform the S&P 500 in the next year.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
3 Trillion-Dollar Stocks That Can Soar Up to 90% in 2026, According to Select Wall Street Analysts
↗
February 12, 2026
Wall Street's high-water price targets imply that a trio of magnificent stocks will skyrocket between 69% and 90% this year.
Via
The Motley Fool
Topics
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