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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.
Omnicom reported Q4 revenue of $5.53B, beat estimates, announced a $5B buyback, and doubled its merger synergy target to $1.5B. The stock surged 15%.
Micron has surged 400% since mid-2024 as AI memory demand pushes margins from 18% to 56%. With HBM4 fully booked through 2026 and $50 billion in fab expansion, the supercycle is accelerating.
Alphabet will spend up to $185 billion on AI infrastructure in 2026, nearly doubling 2025's $91 billion. With Gemini at 750 million users and Google Cloud growing 48%, the scale is unprecedented.
UPS is eliminating 78,000 positions across 2025-2026 and closing dozens of facilities as it pivots from Amazon's low-margin volume to healthcare logistics. The $3 billion bet is reshaping American shipping.
Amazon jumped 2%, Nike climbed 2%, and Etsy surged after the Supreme Court struck down Trump's IEEPA tariffs. Here's which retail stocks won and what it means for investors.
Blue Owl Capital permanently restricted withdrawals from its retail private credit fund, triggering a 10% stock drop and sending Blackstone, Apollo, and KKR down 5-8%. Here's what happened.
Wingstop's stock surged 12% on earnings but the first same-store sales decline in 22 years tells a story about lower-income consumer stress in 2026.