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Amazon, Google, Meta, and Microsoft have committed nearly $700 billion in AI infrastructure spending for 2026, pushing free cash flow negative and raising existential questions.
Three companies representing $3.5 trillion in combined market value report fourth-quarter earnings after the close on Wednesday, and each one answers a different existential question about the future of artificial intelligence and the technology sector.
Workday shares fell 10% in after-hours trading despite beating Q4 earnings by 37%, as CEO Carl Eschenbach abruptly stepped down and weak forward guidance fed the ongoing enterprise software selloff.
OpenAI partnered with McKinsey, BCG, Accenture, and Capgemini to deploy its Frontier AI agent platform across enterprise clients, threatening traditional SaaS vendors.
Nvidia's Q4 FY2026 earnings on Wednesday could define the market's direction for weeks. Analysts expect $65.7 billion in revenue and $1.53 EPS, with the Blackwell GPU ramp as the key variable.
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.