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Super Micro Computer posted record Q2 revenue of $12.68 billion, up 123% year over year, but gross margins compressed to just 6.4%, raising urgent questions about the profitability of the AI hardware buildout.
The Dow Jones Industrial Average rose 52 points to a record 50,188 on Monday while the S&P 500 fell 0.33% and the Nasdaq slipped 0.59%. The divergence reflects Wall Street's deepening rotation from growth to value as AI reshapes sector leadership.
Upstart reported $1 billion in full-year 2025 revenue with $53.6 million in profit after years of losses. Q4 revenue hit $296 million on $3.2 billion in loan originations. CEO Dave Girouard will step down May 1 after leading the company since its founding.
The U.S. Maritime Administration issued a rare formal advisory telling U.S.-flagged vessels to stay as far as possible from Iranian waters in the Strait of Hormuz after boarding attempts on February 3. About 13 million barrels of crude flow through the strait daily.
DuPont reports Q4 adjusted EPS of $0.46, beating estimates by 7%, and issues 2026 guidance of $2.25 to $2.30 per share that tops Wall Street expectations by 5%.
Lyft delivers a record fourth quarter with $2.76 billion in net income and announces a $1 billion share buyback while CEO David Risher bets the company's future on autonomous vehicles.
While cloud software stocks crater 20%, Palantir's FY2025 revenue surged 56% to $4.48 billion and its 2026 guidance of $7.2 billion crushed estimates by $1 billion. The company's $10 billion Army deal and 13 straight quarters of GAAP profit explain why.
Credo Technology raised its fiscal Q3 revenue estimate to $404-$408 million, roughly $60 million above prior guidance, as hyperscaler AI infrastructure spending accelerates beyond expectations.
Robinhood reported Q4 revenue of $1.283 billion, missing estimates, while crypto revenue fell 38% to $221 million. But Gold subscribers surging 58% to 4.2 million signals a pivotal identity shift.
Datadog reported Q4 revenue of $953 million, up 29% year-over-year, with 603 customers spending over $1 million annually and a rapidly growing AI-native customer base of 650 companies.
Taiwan Semiconductor Manufacturing Company reported January 2026 revenue of NT$401.3 billion, a 36.8% year-over-year jump driven by insatiable demand for advanced AI chips from Nvidia, Apple, and AMD.
JPMorgan analysts say AI-driven fears in the enterprise software sector are 'overdone' as Salesforce, ServiceNow, and cloud stocks show signs of stabilization after a brutal 20% decline.