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AMD surged 11% after Meta announced a multi-year, 6-gigawatt GPU partnership worth an estimated $100 billion, complete with a 160 million share warrant that ties both companies' fortunes together.
First Solar reports Q4 earnings with a 54.5 GW backlog and EPS expected to climb 59.5%. Goldman Sachs says AI data center power demand could drive 28% upside in solar stocks.
Private credit's true default rate approaches 5% when selective defaults are included, and JPMorgan's Jamie Dimon warns that 'when you find one cockroach, more are nearby.'
Lowe's fourth-quarter earnings on February 25 will show whether the Foundation Building Materials acquisition and falling mortgage rates are reviving a home improvement sector that has been in a two-year slump.
Booking Holdings announced a 25-for-1 stock split effective April 2, 2026, bringing its $5,000+ share price down to roughly $200. The move comes as the stock sits 32% below its peak amid AI disruption fears.
DoorDash reported record Q4 revenue of $4 billion and $935 million in full-year profit, but management's warning of heavy 2026 investment in autonomous delivery has investors weighing growth against margins.
Amazon plans to spend $200 billion on AI infrastructure in 2026, driving free cash flow potentially negative. Here is what investors need to know about the biggest capex bet ever.
Snowflake reports Q4 FY2026 earnings February 25 with 7,300+ customers using AI capabilities weekly, a $200M OpenAI deal, and AI revenue hitting $100M run rate ahead of schedule.
Etsy's sale of Depop to eBay for $1.2 billion, after paying $1.6 billion in 2021, reveals the harsh reality of platform acquisitions in a post-ZIRP world.
Amazon, Alphabet, Meta, Microsoft, and Oracle have committed up to $690 billion in capital expenditure for 2026, nearly doubling 2025 levels. What it means for investors.
Silver has rocketed from $28.92 to $94 per ounce in twelve months as solar panel manufacturing, AI data centers, and electric vehicles create structural demand that outstrips global mining supply.
Alibaba's Cloud Intelligence Group posted 34% revenue growth with AI products growing at triple digits for nine consecutive quarters, but a 71% earnings decline reveals the massive cost of competing in the global AI infrastructure race.