Nasdaq ETF (QQQ)

The economist added that the Federal Open Market Committee’s structure makes it susceptible to groupthink and that the institution has experienced mission creep.

Sales in Nvidia’s networking division grew faster than both its broader data center segment and the company’s overall revenue growth.

Data from Stocktwits showed that retail sentiment on SPY and QQQ diverged.

Earlier in the year, investors cheered SMR stock based on DOE’s $2.7 billion commitment to strengthen the uranium supply chain.

Nvidia insider trades in the last two years have almost exclusively been sales.

MELI stock was battered on Wednesday, even after better-than-expected revenue, as a profit miss weighed on investor sentiment.

Investors are optimistic about Joby’s growth prospects as FAA certification ramps up and the company prepares to fly its first passengers this year.

After a see-saw move, NVDA stock closed up slightly higher in Wednesday’s after-market session but slipped in overnight trading.

Investors assessed Nvidia’s earnings and China commentary alongside broader macro risks.

Munster was upbeat about Nvidia’s physical AI segment saying that by CY30 the segment can become a $50 billion plus annual business for the company.

The lab, which is expected to launch its next major update, V4, granted early access to domestic suppliers, including Huawei Technologies, a Reuters report said.

Super Micro Computer on Wednesday announced the launch of a new enterprise AI data platform in collaboration with VAST Data that will leverage Nvidia’s open models, microservices, and libraries.

The San Francisco-based AI startup announced 10 new capabilities for enterprise customers to use its technology across functions such as coding, cybersecurity, human resources, and investment banking, among others.

In a recent interview, Strategy’s executive chairman said that most retail investors would choose a bank account with stable 10% returns over Bitcoin.

First Solar’s full-year revenue came below Wall Street expectations and a quarterly profit miss has raised investor concerns regarding cost pressure due to tariffs.

The computers and printers company said profit would come at the lower-end of its previously issued FY26 guidance.

Data from Stocktwits showed that retail sentiment on SPY and QQQ diverged.

Joby Aviation stock gained enormously in 2025 but has tumbled since the beginning of the year on plans to raise capital in January.

After the company’s stock rallied in January following Trump’s comments on lowering mortgage rates, investors have grown cautious about Rocket Companies' growth prospects amid AI disruption fears.

The company is heavily investing in scale AI for buyers and sellers on its platforms to drive more revenue growth while the bottom line remains squeezed.

Zeta’s AI-powered growth continues to keep investors happy, as news of an AI disruption that could negatively impact them had put them on edge.

Investors will also focus on Nvidia’s earnings, amid closer scrutiny of large-cap technology valuations and rising concerns over hyperscalers’ capital spending on AI.

Is it time to take cover?

“It's a bank, guys, and it has a federal charter. It's not going to get replaced by Claude or OpenAI,” Cramer said.

UBS upgrades the stock while Evercore and Jefferies argue Claude’s COBOL tool is no threat to IBM’s mainframe moat.