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The tech world was sent into a tailspin this week as Amazon.com Inc. (NASDAQ: AMZN) unveiled a staggering $200 billion capital expenditure guidance for 2026, marking the largest single-year investment...

The $200 Billion Gamble: Amazon’s Massive AI Spend Triggers Investor Anxiety

February 06, 2026

In a stark illustration of the "priced for perfection" era of high-tech investing, Advanced Micro Devices (NASDAQ: AMD) has found itself at the center of a confusing financial whirlwind. On February 3,...

Topics Artificial Intelligence Earnings Supply Chain

The AI Paradox: Why AMD’s ‘On Fire’ Demand Triggered a Market Meltdown

February 06, 2026

Burney's BRES ETF launches with Apple, Nvidia, Google and Broadcom among top holdings, using a factor-driven core equity strategy.

Topics Artificial Intelligence Earnings

Big Tech Core: New Burney ETF Packs Apple, Nvidia, Google, Broadcom Punch ↗

February 06, 2026

Via Benzinga

Topics ETFs

The 2026 Market Pivot: Wall Street Bets on 15% Growth as 'Winner-Takes-All' Era Intensifies

February 06, 2026

As of February 6, 2026, the global financial landscape is characterized by a high-stakes tug-of-war between record-breaking corporate earnings and extreme market concentration. Major Wall Street...

Date: February 6, 2026 Introduction As we enter 2026, the artificial intelligence landscape has matured from speculative excitement into a race for architectural efficiency. At the center of this...

Topics Artificial Intelligence Earnings Economy

The Infrastructure of Intelligence: A Deep Dive into Broadcom’s AI Ascendancy (AVGO)

February 06, 2026

Via Finterra

Topics Artificial Intelligence Earnings Economy

Qualcomm (QCOM) Deep Dive: Navigating the 8.5% Plunge and the Global Memory Famine

February 06, 2026

On February 6, 2026, the semiconductor landscape witnessed a jarring recalibration as Qualcomm Incorporated (NASDAQ: QCOM) shares plummeted 8.5% in a single trading session. The catalyst for this sharp...

Via Finterra

Topics Artificial Intelligence Earnings Economy

The Bespoke Brain: How Marvell is Architecting the Custom Silicon Revolution to Dethrone the General-Purpose GPU

February 06, 2026

As the artificial intelligence landscape shifts from a frantic gold rush for raw compute to a disciplined era of efficiency and scale, Marvell Technology (NASDAQ: MRVL) has emerged as the silent...

Breaking the Memory Wall: Tower Semiconductor and NVIDIA Unveil 1.6T Silicon Photonics Revolution

Topics Artificial Intelligence Intellectual Property

February 06, 2026

The infrastructure underpinning the artificial intelligence revolution just received a massive upgrade. On February 5, 2026, Tower Semiconductor (NASDAQ: TSEM) confirmed a landmark strategic...

The Bespoke Billion: How Broadcom Is Architecting the Post-Nvidia AI Era Through Custom Silicon and Light

Topics Artificial Intelligence

February 06, 2026

As of February 6, 2026, the artificial intelligence landscape is witnessing a monumental shift in power. While the initial wave of the AI revolution was defined by general-purpose GPUs, the current era...

Synaptics (SYNA) Q4 2025 Earnings Call Transcript

Topics Artificial Intelligence Supply Chain

Synaptics (SYNA) Q4 2025 Earnings Call Transcript ↗

February 06, 2026

The Trillion-Dollar Tipping Point: AI Infrastructure Propels Semiconductors to Historic 2026 Milestone

Topics Earnings

February 06, 2026

The global semiconductor industry is on the verge of a historic transformation, with recent analyst reports confirming that the market is set to hit the $1 trillion mark by late 2026—nearly four years...

The AI buildout is a perfect time to generate life-changing market returns.

Topics Artificial Intelligence Economy

4 Stocks That Could Be Your Ticket to Creating Generational Wealth ↗

February 06, 2026

March S&P 500 E-Mini futures (ESH26) are up +0.58%, and March Nasdaq 100 E-Mini futures (NQH26) are up +0.69% this morning, rebounding after days of heavy selling as investors stepped in to buy the...

Topics Artificial Intelligence

Stock Index Futures Climb After Tech Rout, Amazon Slips on CapEx Blowout

February 06, 2026

Via Barchart.com

Topics Artificial Intelligence Economy Stocks

5 AI ETFs You Need to Own Before the Global Market Hits $5 Trillion ↗

February 06, 2026

The AI revolution is still in the early innings. That means there are plenty of opportunities still out there.

Walmart Just Became the Newest Member of the Trillion-Dollar Club, and These 2 Non-AI Stocks May Be Next -- but There's a Catch ↗

Topics Artificial Intelligence ETFs

February 06, 2026

Two standout companies from the same sector (no, not technology) have a clear path to follow in Walmart's footsteps.

On Thursday, Feb 5, 2026, Ark Invest bought Alphabet and Broadcom shares while dumping Qualcomm stock.

Topics Artificial Intelligence Economy Government

Cathie Wood Goes Big On Google And Broadcom, Dumps Qualcomm Stock ↗

February 05, 2026

Via Benzinga

Chase Investment Counsel Adds Clearwater Analytics Shares ↗

February 05, 2026

Clearwater Analytics delivers SaaS solutions that streamline investment data management for institutional clients worldwide.

One year after officially closing its $6.4 billion acquisition of HashiCorp, International Business Machines Corp. (NYSE:IBM) has successfully transformed its software portfolio, positioning itself as...

Topics Regulatory Compliance Stocks

IBM Secures Hybrid Cloud Dominance as $6.4 Billion HashiCorp Integration Hits Full Stride

February 05, 2026

Meta Platforms (NASDAQ: META) has fundamentally rewritten the playbook for Big Tech growth, pivoting from its celebrated "Year of Efficiency" into a massive "Scaling Phase" defined by unprecedented...

Topics Artificial Intelligence

Meta’s $135 Billion Bet: The Era of Industrial-Scale AI Begins

February 05, 2026

Broadcom and TSMC look like two monster stocks to own over the next several years.

Topics Artificial Intelligence Earnings Economy

2 Monster Stocks to Hold for the Next 5 Years ↗

February 05, 2026

These two AI heavyweights belong in just about every portfolio, but one has more upside.

Topics Artificial Intelligence

Better Tech Stock: Micron vs. Broadcom ↗

February 05, 2026

The DeepSeek Disruption: How R1’s $6 Million Breakthrough Shattered the AI Brute-Force Myth

Topics Artificial Intelligence Earnings

February 05, 2026

In January 2025, a relatively obscure laboratory in Hangzhou, China, released a model that sent shockwaves through Silicon Valley, effectively ending the era of "brute-force" scaling. DeepSeek-R1...

Silicon Sovereignty: Meta Charges Into 2026 with ‘Iris’ MTIA Rollout and Rapid Custom Chip Roadmap

Topics Artificial Intelligence Economy

February 05, 2026

In a definitive move to secure its infrastructure against the volatile fluctuations of the global semiconductor market, Meta Platforms, Inc. (NASDAQ: META) has accelerated the deployment of its...

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

Topics Artificial Intelligence Economy

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

While Broadcom stock has pulled back, analysts’ sentiment remains bullish on AVGO.

Topics Artificial Intelligence

Broadcom Stock Is Pulling Back. Here’s What Analysts Expect Next.

February 05, 2026

Via Barchart.com

Topics Artificial Intelligence

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

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,...

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...