As the financial world braces for a pivotal week, all eyes are on CoreWeave (NASDAQ: CRWV), the specialized cloud provider that has become the definitive proxy for the generative AI revolution. Scheduled to release its fourth-quarter and full-year 2025 financial results on Thursday, February 26, 2026, the company finds itself
As the financial world pivots toward the first major semiconductor earnings of 2026, all eyes are on Broadcom Inc. (NASDAQ: AVGO), which is scheduled to report its first-quarter fiscal year 2026 results on March 4, 2026. Heading into the announcement, the sentiment on Wall Street is nothing short of euphoric.
The eyes of the global financial community are fixed on Santa Clara as Nvidia (NASDAQ:NVDA) prepares to release its fourth-quarter fiscal year 2026 earnings on Wednesday, February 25. With only five days remaining until the report, the market is bracing for what many consider a "macro event" that will
As the global financial markets sharpen their focus on February 25, 2026, all eyes are locked on Nvidia Corporation (NASDAQ:NVDA). The semiconductor titan is set to release its fourth-quarter fiscal 2026 results in a climate where it has transitioned from a mere hardware provider to the foundational architect of
Oracle is in the midst of a major expansion of its data center footprint to support contracted AI workloads. Its aggressive capital spending has weighed on ORCL stock.
REDMOND, WA — In a market that has spent the last three years intoxicated by the promise of generative artificial intelligence, a sobering reality check arrived this week for Microsoft Corp. (NASDAQ:MSFT). Despite reporting record-breaking revenue and a cloud business that has ballooned to a $50 billion quarterly run rate,
Published: February 20, 2026 Introduction As of February 2026, NVIDIA Corporation (NASDAQ: NVDA) stands not just as a semiconductor company, but as the foundational architect of the global artificial intelligence economy. With a market capitalization hovering near $4.5 trillion, NVIDIA has transcended its origins in PC gaming to become the primary engine driving the "Third [...]
"You get what you pay for" often applies to expensive stocks with best-in-class business models and execution.
While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.
In a move that has sent shockwaves through the technology sector, Nvidia (NASDAQ: NVDA) and Meta Platforms (NASDAQ: META) have formalized a multi-year, multi-generational partnership to build what they describe as the world’s most advanced AI infrastructure. Announced on February 17, 2026, the deal signifies an unprecedented level of
According to a report from The Information, which cited people familiar with the matter, the deal will allow Crusoe to buy AMD’s AI chips and deploy them in a new Ohio data center.
In a move that solidifies the backbone of the next generation of artificial intelligence, NVIDIA and Meta Platforms have announced a landmark multi-year, multi-generational infrastructure partnership. The deal, revealed ahead of NVIDIA’s highly anticipated quarterly earnings next week, positions Meta Platforms (NASDAQ: META) as a lead adopter of NVIDIA’
Super Micro Computer (SMCI) shares jumped over 7% on Thursday as the company weighs a massive expansion into India, exploring local manufacturing to tap into the country's booming AI sector. With Nvidia and AMD already pouring billions into "AI Factories" across the region, Supermicro's move signals a major shift in the global AI supply chain.
