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Microsoft
(NQ:
MSFT
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404.37
-8.90 (-2.15%)
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Updated: 4:15 PM EST, Feb 11, 2026
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Microsoft Challenges GPU Dominance with Maia 200: A New Era of ‘Inference-First’ Silicon
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...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
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...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
The 6-Micron Leap: How TSMC’s Hybrid Bonding Revolution is Powering the Next Generation of AI Supercomputers
February 05, 2026
As of February 5, 2026, the semiconductor industry has officially entered the era of "Bumpless" silicon. The long-anticipated transition from traditional solder-based microbumps to direct...
Via
TokenRing AI
Topics
Artificial Intelligence
Bonds
Economy
The Great Power Flip: How Backside Power Delivery is Breaking the AI ‘Power Wall’
February 05, 2026
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....
Via
TokenRing AI
Topics
Artificial Intelligence
The 2nm Supremacy: TSMC and Intel Clash in the High-Stakes Battle for AI Dominance
February 05, 2026
As of February 2026, the global semiconductor industry has reached a historic inflection point. For over a decade, the FinFET transistor architecture reigned supreme, powering the rise of the...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Cloud Stocks: Microsoft Needs To Deliver Faster AI Returns
↗
February 05, 2026
Microsoft recently announced strong quarterly results, but despite their performance, the market was not happy.
Via
Talk Markets
Topics
Artificial Intelligence
The Silicon Engine of the Trillion-Parameter Era: Inside NVIDIA’s Blackwell Revolution
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...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Analysts See Super Micro Computer Finally Staging a Turnaround. Should You Buy SMCI Stock Now?
February 05, 2026
Super Micro Computer posted its Q2 Results earlier this week. Here is why analysts believe the stock can turn things around from here.
Via
Barchart.com
Topics
Artificial Intelligence
Earnings
What's Going On With Microsoft Stock?
↗
February 05, 2026
Shares of Microsoft (NASDAQ: MSFT) are dipping Thursday after Stifel analysts downgraded the stock and revised their price target lower.
Via
Benzinga
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...
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MarketMinute
Topics
Earnings
Economy
Palantir, Microsoft And 3 More Software Stocks To Buy At The 'Garage Sale'
↗
February 05, 2026
Wedbush analyst Dan Ives views the sell-off as a "software garage sale," providing a buying opportunity for resilient tech giants.
Via
Benzinga
The AI Sovereign: Palantir Rockets as Q4 Results Confirm Its Dominance in the Enterprise AI Era
February 05, 2026
In a market currently defined by the "Great Recalibration"—where investors have traded blind optimism for a ruthless demand for profitability—Palantir Technologies Inc. (NYSE: PLTR) has emerged as the...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Amazon Eyes Historic $700 Billion Revenue Milestone as Technical Indicators Turn Bullish Ahead of Q4 Earnings
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....
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MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
NVDA at the Rubicon: Can the $180 Support Level Save the Tech Sector?
February 05, 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...
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MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Why Omnicell (OMCL) Shares Are Plunging Today
February 05, 2026
Shares of healthcare tech company Omnicell (NASDAQ:OMCL) fell 18.4% in the morning session after the company reported fourth-quarter earnings that fell short of Wall Street expectations and provided a...
Via
StockStory
Topics
Artificial Intelligence
Why Eli Lilly (LLY) Shares Are Getting Obliterated Today
February 05, 2026
Shares of global pharmaceutical company Eli Lilly (NYSE:LLY) fell 7.4% in the morning session after the company discontinued three clinical pipeline assets, including a gene therapy for dementia...
Via
StockStory
Topics
Artificial Intelligence
Why Estée Lauder (EL) Shares Are Getting Obliterated Today
February 05, 2026
Shares of beauty products company Estée Lauder (NYSE:EL) fell 21.5% in the morning session after the company reported fourth-quarter results and provided a disappointing full-year profit forecast.
Via
StockStory
Topics
Artificial Intelligence
Economy
Why Are Byrna (BYRN) Shares Soaring Today
February 05, 2026
Shares of non-lethal weapons company Byrna (NASDAQ:BYRN) jumped 15.1% in the pre-market session after the company reported calendar fourth-quarter 2025 results, with revenue that narrowly beat Wall...
Via
StockStory
Topics
Artificial Intelligence
IQVIA (IQV) Stock Trades Down, Here Is Why
February 05, 2026
Shares of clinical research company IQVIA (NYSE: IQV) fell 8.5% in the morning session after the company issued a weak full-year 2026 profit forecast that fell below Wall Street expectations.
Via
StockStory
Why Is Kulicke and Soffa (KLIC) Stock Soaring Today
February 05, 2026
Shares of semiconductor production equipment company Kulicke & Soffa (NASDAQ: KLIC) jumped 6.9% in the morning session after the company reported strong fourth-quarter 2025 financial results that...
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
Why Peloton (PTON) Stock Is Trading Lower Today
February 05, 2026
Shares of exercise equipment company Peloton (NASDAQ:PTON) fell 23.2% in the morning session after the company reported disappointing fourth-quarter results and provided a weak outlook for the upcoming...
Via
StockStory
Topics
Artificial Intelligence
The AI Reality Check: Microsoft Shares Tumble as Azure Growth Hits ‘Infrastructure Wall’
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...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
AMD Shares Plummet 17%: The 2026 AI Outlook and the End of the Hype Phase
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,...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
The $180 Billion Gamble: Alphabet’s Massive 2026 Spending Spree Ignites Investor Fear and Supply Chain Fever
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...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
The 4.20% Breakout: Treasury Yields Surge as Tech Stocks Shudder and Fed Policy Shifts
February 05, 2026
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...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
ETFs
The Great Divide: Magnificent Seven Outpace S&P 493 in Earnings Race, But a 2026 Pivot Looms
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...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Ross Gerber Warns Of Intense Hardware Battle As AI Spending Sparks Competition Among Tech Leaders
↗
February 05, 2026
Via
Stocktwits
Topics
Artificial Intelligence
The Invisible Titan: A Deep Dive into Arm Holdings (ARM) in the AI Era
February 05, 2026
In the rapidly evolving landscape of 2026, where artificial intelligence has moved from a cloud-based novelty to a ubiquitous edge-device reality, few companies hold as much structural power as Arm...
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
The Edge AI Pivot: A Deep-Dive Into Qualcomm (QCOM) in 2026
February 05, 2026
As of February 5, 2026, Qualcomm Incorporated (NASDAQ: QCOM) stands at a pivotal crossroads in its 40-year history. Long celebrated—and occasionally scrutinized—as the undisputed king of smartphone...
Via
Finterra
Topics
Artificial Intelligence
Economy
Intellectual Property
Palantir Technologies (PLTR): The “Operating System” of the Agentic AI Era
February 05, 2026
The era of "big data" has officially transitioned into the era of "actionable AI," and no company embodies this shift more prominently than Palantir Technologies (NYSE: PLTR). As of February 5, 2026,...
Via
Finterra
Topics
Artificial Intelligence
Economy
Fraud
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