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As of February 5, 2026, the financial world has its eyes fixed on a single number: $180. NVIDIA Corporation (NASDAQ:NVDA), the undisputed heavyweight champion of the artificial intelligence era, is...

NVDA at the Rubicon: Can the $180 Support Level Save the Tech Sector?

February 05, 2026

The AI Reality Check: Microsoft Shares Tumble as Azure Growth Hits ‘Infrastructure Wall’

Topics Artificial Intelligence ETFs Economy

February 05, 2026

Microsoft Corp. ((NASDAQ: MSFT)) saw its market valuation suffer a historic blow following its latest earnings report for the period ending December 31, 2025 (Calendar Q4), as investors pivoted from...

Topics Artificial Intelligence Earnings

TEAD Stock Surged 25% Pre-Market Today — What’s The Connection With Google? ↗

February 05, 2026

In a move signaling the stock market’s continued embrace of the artificial intelligence infrastructure trade, S&P Dow Jones Indices announced late Wednesday that Ciena Corporation (NYSE: CIEN) will...

Ciena’s AI-Driven Return: Networking Giant to Join S&P 500 Benchmark

February 05, 2026

The high-octane momentum of the artificial intelligence sector hit a significant wall on February 4, 2026, as Advanced Micro Devices (NASDAQ:AMD) saw its stock price plummet by 17.3%. The sell-off,...

Topics Artificial Intelligence ETFs Economy

AMD Shares Plummet 17%: The 2026 AI Outlook and the End of the Hype Phase

February 05, 2026

The $180 Billion Gamble: Alphabet’s Massive 2026 Spending Spree Ignites Investor Fear and Supply Chain Fever

Topics Artificial Intelligence Earnings Economy

February 05, 2026

Despite delivering a resounding earnings beat for the final quarter of 2025, Alphabet Inc. (NASDAQ: GOOGL) has sent shockwaves through the financial markets by signaling an unprecedented capital...

The era of easy-money optimism faced a stark reality check this week as the benchmark U.S. 10-year Treasury yield surged past the critical 4.20% technical resistance level, reaching heights not seen...

Topics Artificial Intelligence Earnings Economy

The 4.20% Breakout: Treasury Yields Surge as Tech Stocks Shudder and Fed Policy Shifts

February 05, 2026

The Great Divide: Magnificent Seven Outpace S&P 493 in Earnings Race, But a 2026 Pivot Looms

Topics Artificial Intelligence Bonds ETFs

February 05, 2026

As the final results of the Q4 2025 earnings season trickle in this February 5, 2026, the Wall Street narrative remains dominated by a familiar story: a two-speed economy. The "Magnificent Seven" tech...

Michael Burry Flags Wording, Methodology Updates In Google Parent Alphabet’s Fresh Filing ↗

Topics Artificial Intelligence Earnings Economy

February 05, 2026

In a Substack note, Burry said that Alphabet has updated its 10K 2025 released earlier in the day with different wording in its risk factors section and its property and equipment description.

Broadcom will be a major beneficiary of Google's massive spending increase on AI data centers, analysts say. Broadcom stock rose Thursday.

Broadcom Stock Rises On Google's Massive Capex Hike ↗

February 05, 2026

Via Investor's Business Daily

Topics Artificial Intelligence

Ross Gerber Warns Of Intense Hardware Battle As AI Spending Sparks Competition Among Tech Leaders ↗

February 05, 2026

As of February 5, 2026, Apple Inc. (NASDAQ: AAPL) stands at a pivotal intersection of legacy dominance and future uncertainty. With its market capitalization hovering near the historic $4 trillion...

Topics Artificial Intelligence

Apple at $4 Trillion: Navigating the AI Supercycle and Regulatory Storms

February 05, 2026

Via Finterra

Topics Artificial Intelligence Bankruptcy Economy

Alphabet Inc. (GOOGL): The AI Powerhouse Reaches a $400 Billion Milestone Amid Antitrust Crossroads

February 05, 2026

As of February 5, 2026, Alphabet Inc. (NASDAQ: GOOGL) stands at a historic crossroads. The company recently capped off a blockbuster fiscal year 2025, becoming the first digital advertising giant to...

Via Finterra

Topics Artificial Intelligence Economy Initial Public Offering

Investment Manager Sheds $5.2 Million Worth of JD Shares, According to Latest Filing ↗

February 05, 2026

China-based JD.com operates a supply chain-driven e-commerce platform, serving both retail consumers and enterprise clients.

Dow Jones futures were down by 0.27%, the S&P 500 futures fell 0.45%, and the tech-heavy Nasdaq 100’s futures declined 0.68%.

Topics Economy

SPY, QQQ Decline Pre-Market: Alphabet’s Increased AI Spending Spooks Investors ↗

February 05, 2026

As of February 5, 2026, the global semiconductor landscape has undergone its most radical transformation in decades. Following the enactment of Presidential Proclamation 11002 in mid-January, the...

Topics Artificial Intelligence ETFs Stocks

The Silicon Curtain: 25% Tariffs and US-China Revenue-Sharing Redefine the AI Arms Race

February 05, 2026

NVIDIA Shakes the ‘Power Wall’: Spectrum-X Ethernet Photonics Bridges the Gap to Million-GPU Rubin Clusters

Topics Artificial Intelligence Economy World Trade

February 05, 2026

As the artificial intelligence industry pivots toward the unprecedented scale of multi-trillion-parameter models, the bottleneck has shifted from raw compute to the networking fabric that binds tens of...

The high-stakes gamble for global semiconductor dominance has reached a definitive turning point as of February 2026. Following a turbulent year of political transitions and strategic "re-audits," the...

Topics Artificial Intelligence

Silicon Sovereignty: US CHIPS Act Reaches Finality Amidst 2026 Administrative Re-Audits

February 05, 2026

The Bespoke Silicon Revolution: Broadcom’s $50 Billion Surge Redefines the AI Hardware Landscape

Topics Artificial Intelligence Economy World Trade

February 05, 2026

As of early 2026, the artificial intelligence industry has reached a critical inflection point where generic hardware is no longer enough to satisfy the hunger of multi-trillion parameter models....

NVIDIA Vera Rubin Platform Enters Full Production, Promising 10x Cost Reduction for Agentic AI

Topics Artificial Intelligence Economy Supply Chain

February 05, 2026

In a definitive move to cement its dominance in the artificial intelligence landscape, NVIDIA (NASDAQ:NVDA) has officially transitioned its next-generation "Vera Rubin" platform into full production....

Silicon Sovereignty: NVIDIA and TSMC Achieve High-Volume Blackwell Production on U.S. Soil

Topics Artificial Intelligence Economy

February 05, 2026

In a landmark shift for the global semiconductor industry, NVIDIA (NASDAQ: NVDA) and TSMC (NYSE: TSM) have officially commenced high-volume production of the "Blackwell" AI architecture at TSMC’s Fab...

Alphabet subsidiary Waymo has a big head start in putting robotaxis on the road.

Topics Artificial Intelligence Economy

This Stock Could Be the First Big Winner of the Robotaxi Race ↗

February 05, 2026

Forget AI Start-Ups: This Trillion‑Dollar Tech Titan Is Emerging as a Dark Horse in the AI Race ↗

February 05, 2026

Apple has lagged behind its big-tech peers, but it has the resources to catch up and potentially overtake the competition.

Google Parent Alphabet Earnings Beat Fuels Analyst Price Target Hikes – But Capex Jitters Linger ↗

Topics Artificial Intelligence

February 05, 2026

Barclays, Pivotal Research and TD Cowen all raised their 12-month price targets for Alphabet, underscoring sustained faith in the search giant’s growth story.

Amazon Heads Into Earnings With Bullish Retail Sentiment – AWS Growth, Capex Plan In Focus ↗

Topics Artificial Intelligence Earnings

February 05, 2026

Three-fourth respondents in a Stocktwits poll expect Amazon to blow past Q4 earnings estimates.

Nasdaq, S&P 500 Futures Subdued Ahead Of Amazon Earnings: Why GOOGL, AVGO, MSFT, HOOD Are On Traders' Radar Today ↗

Topics Artificial Intelligence

February 05, 2026

Online advertising giant Alphabet (NASDAQ:GOOGL) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 18% year on year to $113.8 billion. Its non-GAAP profit of $2.82 per...

Topics Stocks

GOOGL Q4 2025 Deep Dive: AI Acceleration Drives Search, Cloud, and Product Expansion

February 05, 2026

Via StockStory

Topics Artificial Intelligence

Nvidia And Broadcom Stocks Jump After-Hours, Thanks To Google’s Capex Boost ↗

February 04, 2026

Shares of Broadcom, which manufactures Google’s Tensor Processing Units (TPUs), rallied over 6% in Wednesday’s after-hours session.

This isn't the first time a software stock has plunged over AI fears.

Topics Artificial Intelligence

Reeling From Software Stock Losses? Alphabet Investors Have Some Advice For You ↗

February 04, 2026