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The Open Architecture Revolution: RISC-V Claims the High Ground as NVIDIA Ships One Billion Cores

Topics Artificial Intelligence Economy

February 05, 2026

The semiconductor landscape has reached a historic turning point. As of February 2026, the once-unshakeable duopoly of x86 and ARM is facing its most significant challenge yet from RISC-V, the...

Microsoft Challenges GPU Dominance with Maia 200: A New Era of ‘Inference-First’ Silicon

Topics Artificial Intelligence

February 05, 2026

In a move that signals a seismic shift in the cloud computing landscape, Microsoft (NASDAQ: MSFT) has officially unveiled the Maia 200, its second-generation custom AI accelerator designed specifically...

Topics Artificial Intelligence Economy

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

February 05, 2026

Silicon Sovereignty: Google’s $185 Billion Bet on ‘Ironwood’ and Trillium Redefines the AI Arms Race

February 05, 2026

In a decisive move to secure its dominance in the generative AI era, Alphabet Inc. (NASDAQ: GOOGL) has unveiled a massive expansion of its custom silicon roadmap, centered on the widespread deployment...

The semiconductor industry has reached a definitive turning point as of February 2026, marking the most significant architectural shift in transistor design since the move to FinFET a decade ago....

Topics Artificial Intelligence Economy

The Great Power Flip: How Backside Power Delivery is Breaking the AI ‘Power Wall’

February 05, 2026

As of February 2026, the global computing landscape has been fundamentally reshaped by a single piece of silicon: NVIDIA’s (NASDAQ: NVDA) Blackwell architecture. What began as a bold announcement in...

Topics Artificial Intelligence

Curious about the most active S&P500 stocks in today's session? ↗

February 05, 2026

Via Chartmill

The Silicon Engine of the Trillion-Parameter Era: Inside NVIDIA’s Blackwell Revolution

February 05, 2026

NextEra Energy has a dual-business model that puts it in a great position for growth.

Topics Artificial Intelligence Economy

Forget Tech Stocks: The Utility Play That Could Outperform Nvidia ↗

February 05, 2026

Via The Motley Fool

Topics Artificial Intelligence

Is This the End of the Road for Google Stock? Plus, QQQ’s 100-Day Moving Average Break

February 05, 2026

Find out what’s on the desk of our top chart expert ahead of Friday’s livestream, including a new red flag on Google stock, a big breakout in BALL, and key ETF updates.

Via Barchart.com

Topics Artificial Intelligence ETFs

Harel Insurance Sold $330 Million of Invesco KBW Bank ETF ↗

February 05, 2026

Invesco KBW Bank ETF tracks a benchmark of major U.S. banking institutions, offering targeted sector exposure and a moderate yield.

Via The Motley Fool

Topics ETFs Regulatory Compliance

Broadcom Strengthens Its Nvidia Alternative AI Chip Role, Gains On Google CapEx Surge ↗

February 05, 2026

Broadcom shares rose after Alphabet forecast up to $185 billion in 2026 AI infrastructure spending, boosting optimism for Broadcom's custom chip business and long-term growth outlook.

Via Benzinga

Topics Artificial Intelligence

Uber Shares Drop 5.2% Following Earnings Report: Growth Fears and Revenue Miss Reality Check

February 05, 2026

SAN FRANCISCO – Shares of Uber Technologies, Inc. (NYSE: UBER) fell 5.2% in early trading on February 5, 2026, following the release of its fourth-quarter 2025 financial results. Despite reaching...

Wall Street’s Final Frontier: CME Group to Launch 24/7 Futures for Cardano, Chainlink, and Polkadot

Topics Earnings Economy

February 05, 2026

In a move that signals the complete integration of digital assets into the global financial architecture, CME Group (NASDAQ: CME) has announced the expansion of its cryptocurrency derivatives suite to...

Amazon Eyes Historic $700 Billion Revenue Milestone as Technical Indicators Turn Bullish Ahead of Q4 Earnings

Topics Derivatives ETFs Economy

February 05, 2026

As the financial world turns its gaze toward Seattle, Amazon.com Inc. (NASDAQ:AMZN) is prepared to pull back the curtain on its fourth-quarter 2025 financial results this afternoon, February 5, 2026....

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...

Topics Artificial Intelligence Earnings Economy

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...

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...

Topics Artificial Intelligence Earnings

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.

Via The Motley Fool

Topics Economy

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

February 05, 2026

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%.

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