NVDA Earnings Preview: Stocks Tick Higher on AI Optimism

NVDA Earnings Preview: Stocks Tick Higher on AI Optimism

Major stock indexes, including the S&P 500, Dow, and NASDAQ 100, ticked higher as the Nvidia Q4 earnings report is due today, 25th February. The AI leader’s performance will likely impact major tech players such as Google, Microsoft, and Meta. The report will also trigger movement in the global AI data centre arena. NVIDIA’s share … Read more

Palantir Director Cohen Sells $43.7M as Rackspace AI Deal Launches

Palantir Director Cohen Sells $43.7M as Rackspace AI Deal Launches

Stephen Andrew Cohen, Palantir Technologies Inc.’s director, has reportedly sold a total of $43.7 million in Class A Common Stock on February 20, 2026. The transactions were executed through multiple sales, with average selling prices ranging from $132.0346 to $135.7252. According to the latest reports, 32,376 shares were sold at a weighted average price of … Read more

JPMorgan CEO Warns of Risky Moves Echoing 2008 Crisis

JPMorgan CEO Warns of Risky Moves Echoing 2008 Crisis

Jamie Dimon, CEO of JPMorgan Chase, warned investors about a few financial firms engaging in ‘dump things’ to boost profits, particularly by pursuing riskier lending and investing practices, thereby increasing the net income.  He drew a parallel to the pre-2008 financial crisis era, warning that some firms are repeating risky behaviours. Dimon said that today’s … Read more

Why Are Stocks Down Today? Trump Tariffs and AI Selloff

Why Are Stocks Down Today? Trump Tariffs and AI Selloff

U.S. stocks dropped sharply as of  Monday, February 23, 2026, after President Donald Trump increased temporary tariffs to 15% on imports from other countries. This move escalated the trade tensions, following the recent Supreme Court ruling that struck down Trump’s previous ‘reciprocal’ tariff plan on imports from around the world.  In the meantime, investors continued … Read more

Morgan Stanley Lifts Nvidia Target to $250 Ahead of Earnings

Morgan Stanley Lifts Nvidia Target to $250 Ahead of Earnings

Morgan Stanley has reiterated its overweight (buy) rating on Nvidia (NVDA) ahead of NVIDIA’s Q4 FY 2026 Earnings Report, which was scheduled for February 25, 2026. Investors are curiously awaiting Nvidia’s Q4 earnings, as the last earnings report was an absolute ‘buy’, even though the stock market reacted negatively.  Recovery Momentum Ahead of the Earnings … Read more

IBM Stock Falls 13% After Anthropic Update Hits Tech Stocks

IBM Stock Falls 13% After Anthropic Update Hits Tech Stocks

IBM stock plunged 13.2% in a single session, its steepest one-day decline since 2000, after AI startup Anthropic unveiled upgrades to its coding agent, Claude Code. Shares closed at $223.35, plunging $33.81. The selloff wiped out roughly near $40 billion in market value, marking one of the largest single-day losses in IBM’s recent history and … Read more

ASML Hits All-Time High: AI Boom Drives Record €13.2B Order Surge

ASML Hits All-Time High: AI Boom Drives Record €13.2B Order Surge

Shares of ASML Holding N.V. have surged to an unprecedented peak, driven by explosive demand for artificial intelligence (AI)-enabled semiconductor manufacturing equipment. The Dutch company, which is the world’s sole supplier of Extreme Ultraviolet (EUV) lithography systems, has seen its stock soar to record highs, with the rally fueled by a total of €13.2 billion … Read more

GOOGL Stock Rises 4%: Alphabet’s Cloud Segment Powers AI Leadership

GOOGL Stock Rises 4%: Alphabet’s Cloud Segment Powers AI Leadership

Shares of Alphabet Inc. (NASDAQ: GOOGL) are drawing renewed investor attention as the tech giant cements its status as a leader in generative AI and cloud infrastructure. Alphabet Inc. (NASDAQ: GOOGL) closed at $314.98, rising $12.13 (+4.01%) at the market close on February 20 at 4:00:01 PM EST. Alphabet has rapidly evolved into a vertically … Read more

S&P 500, Dow Futures Slide on Trump Tariffs; Upcoming Nvidia Earnings

S&P 500, Dow Futures Slide on Trump Tariffs; Upcoming Nvidia Earnings

U.S. stock futures slid early Monday after Donald Trump announced a sweeping 15% global tariff hike over the weekend, unsettling investors and reviving concerns of a renewed global trade confrontation. “will be, effective immediately, raising the 10% Worldwide Tariff on Countries, many of which have been “ripping” the U.S. off for decades, without retribution (until … Read more

David Rolfe Trims Apple: Wedgewood’s 2026 Tech Valuation Strategy

David Rolfe Trims Apple: Wedgewood’s 2026 Tech Valuation Strategy

David Rolfe’s Wedgewood Partners reduces its Apple Inc. position with a 14.36% trim, cutting nearly 24,000 shares. Amidst the 2026 tech valuation, this strategic move displays a disciplined cut representing a shift of sentiment among strategic growth managers.  With the broad strategic shift toward other AI beneficiaries, the mega-cap tech valuation is expected to experience … Read more