Micron, Palantir Gain as AI Trade Splits Between Chip Scarcity and Execution

Micron, Palantir Gain as AI Trade Splits Between Chip Scarcity and Execution

Micron Technology (MU) and Palantir Technologies (PLTR) are emerging as two of the most closely watched AI stocks in U.S. markets, but for very different reasons. As the artificial intelligence investment cycle matures, investors are no longer treating “AI” as a single trade. Instead, the market is increasingly separating winners by scarcity of physical supply … Read more

US Stock Futures Rise as Dow Jones Tops 50,000 for First Time

US Stock Futures Rise as Dow Jones Tops 50,000 for First Time

Dow futures pointed higher in early trading after the Dow Jones Industrial Average (DJIA) topped 50,000 for the first time in history on Friday, Feb 6, a landmark moment that highlighted a powerful rotation into industrials and financials as the U.S. equity rally continues to broaden out. Mini Dow Jones Industrial Average futures (YM=F) extended … Read more

Dow Futures Slip As Amazon Slides On AI Spending Concerns

Dow Futures Slip as Amazon Slides on AI Spending Concerns

Mini Dow Jones Industrial Average futures (YM=F) were down by 0.08%, at 48,959.00 at the latest check. The U.S. equities are trading lower as investors grappled with a sharp shift in market psychology, from enthusiasm over artificial intelligence to mounting skepticism about the scale, timing, and returns of AI-driven capital spending. Amazon.com, Inc. (NASDAQ: AMZN) … Read more

Alphabet Earnings Highlight Rising AI Investment, Lifting Nvidia Shares

Alphabet Earnings Highlight Rising AI Investment, Lifting Nvidia Shares

Alphabet Inc, the parent company of Google, announced a staggering 2026 capital expenditure of $175 billion to $185 billion. This is double what it spent in the last year. Although this level of spending adds risks for Alphabet, Nvidia has some great news. The dominant maker of data-center GPUs to run AI applications is expected … Read more

Palantir Stock Drops 7% on Valuation Pressure and AI Agent Concerns

Palantir Stock Drops 7% on Valuation Pressure and AI Agent Concerns

Palantir Technologies Inc. (NASDAQ: PLTR) closed at $130.01, down by 6.83% at the regular session close, and in overnight trading, it was slightly lower at $128.41, 1.23% down. The investors are weighing strong operational execution against mounting concerns about valuation, competitive dynamics, and broader weakness in the technology sector. The decline came despite Palantir delivering … Read more

Google Stock Slides After Q4 Beat Despite Analyst Price Target Hikes

Google Stock Slides After Q4 Beat Despite Analyst Price Target Hikes

Alphabet Inc. (NASDAQ: GOOGL) shares closed at $331.25, down $1.79 (-0.54%) at 4:00:02 PM EST, before sliding further to $326.82, a decline of $4.43 (-1.34%), in after-hours trading. Alphabet Inc. delivered a decisive fourth-quarter earnings beat, but Wall Street’s reaction has been anything but one-dimensional. While analysts broadly raised price targets and reiterated bullish ratings, … Read more

Meta Slides 3.3% as AI Spending Concerns Offset Strong ROI

Meta Slides 3.3% as AI Spending Concerns Offset Strong ROI

Meta Platforms, Inc. (NASDAQ: META) shares traded lower on February 5, closing at $668.99, down 3.28%, even after the social media and AI giant delivered another decisive earnings beat. The pullback highlights a growing tension in U.S. equity markets: Meta’s proven ability to monetize artificial intelligence today versus investor unease around the scale of its … Read more

Ethereum (ETH) Tests $2,000 Support After $100 Billion Market Cap Sell-Off

Ethereum (ETH) Tests $2,000 Support After $100 Billion Market Cap Sell-Off

Ethereum (ETH) suffered a sharp sell-off, sliding to $2,067 and erasing more than $100 billion in market cap, as a wave of liquidations swept through the digital asset market. Ethereum (ETH), ranked second by market capitalization, was trading around $2,132.81 at press time, down 5.53% over the past 24 hours, with a 24-hour trading volume … Read more

Alphabet (GOOGL) Reports Q4 Earnings Beat, EPS at $2.82

Alphabet (GOOGL) Reports Q4 Earnings Beat, EPS at $2.82

Alphabet Inc. (NASDAQ: GOOGL) delivered a standout earnings report, underscoring its transformation from a search-and-advertising giant into a full-stack artificial intelligence and cloud infrastructure powerhouse. The company posted a broad-based revenue and earnings beat, powered by accelerating AI monetisation, explosive growth at Google Cloud, and resilient advertising demand across Search and YouTube. For the quarter, … Read more

AMD Shares Sink 17% After Earnings as AI Revenue Timing Disappoints

AMD Shares Sink 17% After Earnings as AI Revenue Timing Disappoints

Advanced Micro Devices (AMD) suffered a brutal sell-off on Wednesday, with shares plunging 17.31% after the company’s latest earnings report reignited concerns about the pace and visibility of its artificial intelligence roadmap. Advanced Micro Devices, Inc. (AMD) closed at $200.19, down $41.92, prompting investors to reassess whether the sell-off presents a buying opportunity. Despite delivering … Read more