Nvidia said Meta would leverage its CPUs, millions of Blackwell and Rubin chips, and integrate its Spectrum-X Ethernet switches to build hyperscale data centers.
As of February 17, 2026, the American financial landscape is undergoing a tectonic shift. Following the landmark legislative analysis released on February 12, 2026, markets are finally pricing in the full magnitude of the One Big Beautiful Bill Act (OBBBA). This sweeping legislation, which many analysts initially viewed as a
On February 11, 2026, the financial markets witnessed a historic milestone for one of America’s most storied industrial giants. Caterpillar Inc. (NYSE: CAT) saw its stock price surge to an all-time high, closing at $775.00 after an intraday peak of $775.54. This rally, which saw the stock
NEW YORK — In a historic reversal of market dynamics, the utility sector, long the stolid and predictable "bond proxy" of Wall Street, has emerged in early 2026 as one of the most aggressive growth engines in the equity market. Driven by the voracious electricity demands of artificial intelligence (AI) data
The "Magnificent Seven" companies are pivoting aggressively toward a capital-intensive future dominated by artificial intelligence infrastructure. In a definitive signal of the insatiable appetite for high-quality corporate debt, Alphabet Inc. (NASDAQ: GOOGL) successfully closed a massive $20 billion U.S. dollar bond offering on February 10, 2026. The sale, which
NEW YORK — As of February 17, 2026, the long-reigning kings of Silicon Valley are facing a cold front on Wall Street. In a dramatic reversal of the trends that defined the early 2020s, the "Mega Cap 8" growth stocks are witnessing a sustained sell-off, while investors flock to the once-ignored
NEW YORK — The era of unchecked optimism for Silicon Valley’s artificial intelligence ambitions faced its sternest test this week. UBS Global Wealth Management has officially downgraded the U.S. Information Technology sector from “Attractive” to “Neutral,” sending a ripple of caution through global markets as of February 17, 2026.
The financial markets are currently witnessing a dramatic recalibration as the 10-Year Treasury yield experiences a sharp descent, falling from a February peak of 4.276% to a mid-month range of 4.03% to 4.06%. This shift, catalyzed by a combination of cooling inflation data and a significant leadership
The tech-heavy Nasdaq Composite has just endured its most grueling stretch in years, closing out a fifth consecutive week of losses on February 13, 2026. This downward spiral, which has wiped trillions in market value from the world’s largest technology firms, marks the longest losing streak for the index
As of February 17, 2026, Apple Inc. (NASDAQ:AAPL) stands at a pivotal juncture in its nearly 50-year history. Traditionally celebrated as the world’s premier hardware innovator, the Cupertino-based giant is currently deep in the throes of a fundamental metamorphosis: transitioning into a "Premium AI Utility." Following the successful launch of the iPhone 17 series and [...]
As the sun rises over Silicon Valley on February 17, 2026, the financial world is bracing for what many are calling the most consequential earnings report in the history of the semiconductor industry. NVIDIA (NASDAQ: NVDA) is set to release its fourth-quarter fiscal 2026 results on February 25, an event
U.S. equity futures edged higher on Tuesday morning, February 17, 2026, as investors attempted to break a period of intense volatility that has rattled the technology sector. S&P 500 (INDEXSP: .INX) futures rose 0.2% to approximately 6,817 in early pre-market trading, signaling a cautious return of
As of February 17, 2026, the technology landscape has been irrevocably altered by the "AI-first" paradigm. Within this architecture, computing power—specifically GPUs—often commands the headlines. However, the silent engine enabling these massive clusters to communicate at scale is networking infrastructure. Arista Networks (NYSE: ANET) has emerged not just as a participant, but as the dominant [...]
Billionaire investor Bill Ackman and his team seem to like the "Magnificent Seven," despite controversy over many of the AI names in the broader market.
Big tech spending on equipment and AI appears to be close to $400 billion over the four quarters. Are there losers outside the free-spending tech titans?
Brian Acton turned rejections from Twitter and Facebook into a $19 billion success with WhatsApp, joining a long line of tech founders who proved that a ‘no' can launch a billion-dollar journey.
