Oracle Corporation (ORCL) shares are experiencing significant pressure due to a confluence of legal, financial, and strategic challenges, even as the company reported robust figures in its recent Q4 earnings. Stock Declines Despite Positive Results Oracle Corporation recently presented a fundamentally positive earnings report. The firm reported Earnings Per Share (EPS) of $2.26, decisively surpassing … Read more
Meta established a multi-billion-dollar lease with Google to accelerate the supply of AI chips. This agreement ensures Meta’s access to Google’s TPUs, which are specifically engineered for large-scale AI training and inference. Previously, Meta Platforms has been relying heavily on the major leading chip makers, Nvidia and Advanced Micro Devices, for advanced GPUs to train … Read more
NVIDIA reported its Q4 2026 earnings on Wednesday, February 25th, marking a quarterly revenue of $68.1 billion (73% YoY). The AI leader beat Wall Street estimates by a large margin of 3-4%, reinforcing investor confidence in the company and its privileged position in the AI data centre pipeline. The revenue from data centres alone surpassed … Read more
“The Big Short” investor Michael Burry has warned Nvidia about a major risk, following the $95 billion commitment. Burry has compared this massive investment to Cisco’s Dot-Com bubble peak in the 2000s. On Thursday, it was reported that Nvidia has increased its purchase obligations from $16.1 billion last year to $95.2 billion, according to Nvidia’s … Read more
By liquidating 100% of his public holdings in Vistra, Nvidia, and Tesla, Peter Thiel has signaled his belief that AI speculation has reached its peak. Many large investors flocked from traditional sectors to AI, betting that these companies will be market leaders in the upcoming years. Peter Thiel is one of the largest investors who … Read more
Cathie Wood is signaling a potential shift in the artificial intelligence chip landscape, as ARK Investment Management (ARK Invest) projects that Custom Silicon (ASICs) could significantly reshape competition between Nvidia Corp ($NVDA) and Amazon.com Inc. ($AMZN) by 2030. While Nvidia remains the dominant force in AI accelerators today, ARK believes Amazon is emerging as a … Read more
Dow futures dropped as markets reacted to the U.S. and Israeli military strikes on Iran, which escalated geopolitical tensions over the weekend. The Dow futures fell sharply by over 384 points, roughly 0.78%. While the prices of oil spiked amid supply disruption concerns, with U.S. crude rising over 8% to above $72 per barrel and … Read more
Shares of RTX Corporation (NYSE: RTX) closed higher on Friday, February 27, demonstrating resilient strength as a dual wave of bullish catalysts — ranging from decisive military operations to massive commercial aviation orders — positioned the aerospace and defense giant near its yearly high. RTX ended the week at $202.62, up 2.52% from the previous … Read more
FineMark Bank & Trust, now a division of Commerce Bank ($CBSH) following its January 2026 merger, reported the acquisition of 3,074 shares of the Invesco QQQ Trust ($QQQ) in its latest SEC filing. The position, disclosed in the firm’s most recent Form 13F-HR, underscores continued institutional interest in large-cap technology and growth-oriented equities represented by … Read more
The U.S. stocks declined on February 28, 2026, followed by the U.S. Bureau of Labor Statistics (BLS) report of the latest Producer Price Index (PPI), which came in significantly higher than expected. The report added sticky inflation to a list of concerns that have caused recent market turbulence, including mounting fears about the artificial intelligence’s … Read more
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