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Rocket Lab announced record quarterly revenue of $180 million and a backlog that surged 73% to $1.85 billion, while delaying the Neutron rocket's first launch to Q4 2026.
Zscaler reported Q2 FY2026 revenue of $815.8 million, up 26%, with AI Security ARR growing 80% and exceeding its full-year target three quarters ahead of schedule.
Nu Holdings fell 9.55% on Feb. 26 despite posting $4.69 billion in Q4 revenue, up 57% year over year. Investors focused on rising credit costs and margin compression at the world's largest digital bank.
Stellantis reported a net loss of 22.3 billion euros ($26.3B) for 2025, its first since formation. CEO Filosa blamed overestimating the energy transition. The dividend has been suspended.
Baidu's stock has fallen 20% since its January high as AI revenue growth fails to offset a collapsing advertising business. The $11 billion selloff holds lessons for all AI investors.
The S&P 500 is tracking 13.2% blended earnings growth for Q4 2025, its fifth straight quarter of double-digit gains. The expansion has broadened beyond tech into industrials, financials, and healthcare.
Pure Storage reported its first billion-dollar revenue quarter with $1.06 billion in Q4 FY2026 sales, beating estimates as AI-driven data infrastructure demand surged 25% in product revenue.
Apple stock has rallied 42% over six months to $272 as institutional investors built their largest positions in years. The March 4 iPhone 17e launch event could provide the next catalyst.
Circle reported Q4 revenue of $770 million, beating the $745 million consensus, as USDC in circulation reached $75.3 billion and on-chain transaction volume surged 247% year over year.
The $2 trillion private credit market enters 2026 with rising defaults, DOJ warnings about valuation practices, $400 billion in unfunded commitments, and growing questions about systemic risk.
Super Micro Computer tripled its quarterly revenue to $12.7 billion and raised its fiscal 2026 outlook to $40 billion on surging AI server demand, yet the stock trades below $35 as trust issues overshadow explosive growth.
Bitcoin is headed for its worst monthly decline since June 2022 as the Fear and Greed Index hits 11, marking the worst start to any year in BTC history.