For most of the period following the 2008–09 financial crisis, markets repeated the same mantra: own growth, own tech, ignore the rest. Capital-light business models dominated. Software scaled. Margins expanded. With interest rates pinned near zero and liquidity abundant, the…
The first week of February brings a Super Bowl of earnings with over 100 S&P 500 members, headlined by hyperscale heavyweights, pharmaceutical giants and Main Street favorites. AMZN stock is moving. See the chart and price action here. Here's a…
Earnings season is in full swing with reports this week from three of the so-called “Magnificent Seven” names — Tesla, Inc. (NASDAQ:TSLA), Microsoft Corp. (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) — plus defense primes, telecoms and more. Read on for…
U.S. companies, led by Boeing Co. (NYSE:BA), have secured foreign government procurement contracts worth $244 billion in 2025, with the assistance of the U.S. Commerce Department. Boeing Orders Drive 2025 Export Surge The U.S. Commerce Department’s International Trade Administration (ITA) reported that the value…
At CES 2026, Nvidia Corp (NASDAQ:NVDA) didn't just showcase another AI capability — it reframed where its next growth engine could come from. CEO Jensen Huang described Alpamayo as a "ChatGPT moment for physical AI," signaling that NVIDIA's AI ambitions…
Meta Platforms Inc. (NASDAQ:META) stock gained after a report indicated that the Facebook parent is preparing to reduce resources for its metaverse efforts significantly. CEO Mark Zuckerberg had previously touted the metaverse project as central to the company's future and…
The Bitcoin (CRYPTO: BTC) mining sector is running on faulty math — and the gap is big enough to distort every valuation screen on Wall Street. Track $BTC price here. That’s according to JPMorgan analyst Reginald L. Smith. In a…
With Nvidia Corp (NASDAQ:NVDA) reporting third quarter earnings after the bell, the stock isn't charging into the print with its usual swagger — it's limping in. NVDA is down about 15% since late October with the technical setup signaling neither…
Toymaker Mattel Inc. (NASDAQ:MAT) will team up with OpenAI to test the ChatGPT maker’s artificial intelligence video model, Sora 2. Altman Unveils Mattel Partnership to Test Sora 2 OpenAI’s CEO, Sam Altman, announced the collaboration at the company’s Developer Day conference in San Francisco…
Advanced Micro Devices Inc.’s (NASDAQ:AMD) multi-year deal with OpenAI could unlock $135 billion in revenue and mount a serious challenge to Nvidia Corp.’s (NASDAQ:NVDA) long-standing dominance, according to Goldman Sachs. In a note shared Tuesday, the bank’s analyst James Schneider…
