U.S. equities sold off sharply on Tuesday, with the S&P 500 ($SPX) tumbling nearly 1% as investors rotated aggressively out of high-flying technology and artificial intelligence names and into defensive and value-oriented stocks. The pullback marked one of the most pronounced sector rotations of the year, underscoring growing unease about stretched tech valuations and the … Read more
NVIDIA’s H200 AI chip sales to China remain on hold for nearly two months, even after the approval from US President Donald Trump. According to the Financial Times, the exports are pending a US national security review. In the meantime, Chinese customers are currently not placing H200 chip orders with Nvidia until Nvidia obtains its … Read more
Intel’s Vice President, April Miller Boise, sold 20k company shares worth $981,000 on February 2, 2026. The move came amid Intel’s struggle with supply shortages and low foundry yields. Mrs Boise holds 113,000 shares worth $5.5 million post-sale. The move trimmed her stake in the company by 15%. The market showed a mixed reaction as … Read more
NVIDIA Corporation (NVDA) is nearing a landmark agreement to invest $20 billion in OpenAI. This move would reportedly deepen one of the most consequential partnerships in the global artificial intelligence ecosystem. If finalised, the investment would represent the largest single capital commitment NVIDIA has ever made and further cement its role as the infrastructure backbone … Read more
The gap between Elon Musk’s private and public empires is narrowing fast. Following SpaceX’s merger with artificial intelligence startup xAI, the newly combined entity is now valued at an estimated $1.25 trillion, bringing it within striking distance of Tesla Inc. (TSLA), which currently carries a market capitalization of roughly $1.58 trillion. The approximately 26% valuation … Read more
Johnson & Johnson (JNJ) has staged a powerful re-rating, with its stock climbing nearly 50% from post-spin-off lows, as investors reassess the company’s growth profile, earnings durability, and legal risk outlook. Johnson & Johnson (JNJ) shares closed 1.54% higher at $230.75, extending a strong 51.66% gain over the past year, while the company also announced … Read more
Robert W. Baird has upgraded JPMorgan Chase & Co. (JPM) to Neutral from Underperform, arguing that the bank’s recent share price weakness and evolving macro conditions make a bearish stance harder to justify. The move reflects a reassessment of risk rather than a shift to outright optimism, with valuation concerns still firmly in focus. Meanwhile, … Read more
Walmart Inc. (WMT) shares climbed toward the $124 level this week, extending a strong early-February rebound as investors responded positively to a sweeping but carefully coordinated leadership transition at the retail giant. Walmart Inc. (WMT) shares rose 4.13% to close at $124.06 at 4:00 PM EST, as investors reacted positively to renewed confidence in the … Read more
Bitcoin recently faced a flash crash, with its price dropping below $75,000. The price went below the 100-week v (SMA) for the first time since October 2023. Analysts perceive this as a significant blow to the narrative that Bitcoin is “digital gold.” The road to Bitcoin achieving $100K is long; it may take at least … Read more
Intel Corporation (INTC) shares jumped 5% in intraday trading to $48.81, as investors reacted positively to the launch of its powerful Xeon 600 Series workstation processors. Intel Corporation (INTC) jumped 5.04% to close at $48.81 at 4:00 PM EST, then extended its rally in after-hours trading to $49.95, gaining an additional 2.34%. The long-term AI … Read more
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