As of February 27, 2026, Meta Platforms (NASDAQ: META) has completed one of the most audacious strategic pivots in corporate history. Once defined by social networking and later by a polarizing bet on the "Metaverse," the company is now fundamentally an AI infrastructure powerhouse. While the world's attention was once fixed on the "Year of [...]
In a jarring disconnect between financial performance and market sentiment, NVIDIA Corporation (NASDAQ: NVDA) saw its stock price plunge 5.5% on February 27, 2026, following its Q4 earnings report released the previous evening. Despite delivering a "triple beat" that saw revenue skyrocket 94% year-over-year to $68.13 billion, the
On February 26, 2026, Nvidia Corporation (NASDAQ: NVDA) achieved the impossible: it delivered a financial performance that shattered all historical records for a semiconductor company, yet its stock price plummeted by 5.6%. This paradoxical "post-earnings plunge" represents the sharpest single-day decline for the AI bellwether since the spring of 2024, erasing approximately $260 billion in [...]
In a move that has sent shockwaves through global equity markets and solidified the narrative of an era-defining "AI supercycle," Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has officially raised its 2026 capital expenditure guidance to an unprecedented range of $52 billion to $56 billion. This massive upward revision, representing a
As the financial world looks toward the spring of 2026, the semiconductor landscape is bracing for its most significant shift since the launch of the original Blackwell architecture. Nvidia (NASDAQ:NVDA) is reportedly preparing to officially unveil its "N1" and "N1X" system-on-chips (SoCs) at the upcoming GTC 2026 conference in
In a move that fundamentally reshapes the balance of power in the semiconductor industry, Advanced Micro Devices, Inc. (Nasdaq: AMD) and Meta Platforms, Inc. (Nasdaq: META) have announced a staggering multi-year agreement valued at upwards of $60 billion. The deal centers on the deployment of a massive 6-gigawatt (6GW) AI
As the financial markets move into the final days of February 2026, all eyes are turning toward the upcoming spring earnings cycle for the two primary "bellwethers" of the artificial intelligence (AI) hardware trade: Advanced Micro Devices (NASDAQ: AMD) and Super Micro Computer (NASDAQ: SMCI). These reports, covering the first
The global financial markets reached a critical crossroads this week as the final, most anticipated piece of the quarterly earnings puzzle fell into place. NVIDIA Corporation (NASDAQ:NVDA), the silicon powerhouse that has become the de facto barometer for the modern economy, released its fourth-quarter fiscal 2026 results on February
SoftBank Group (OTC: SFTBY) saw its shares climb by more than 4% in mid-February 2026, signaling a powerful return of investor confidence as the Japanese conglomerate pivotally shifts its focus toward aggressive artificial intelligence (AI) investments. The rally followed a blockbuster quarterly earnings report where the company declared a net
NVIDIA Corporation (NASDAQ: NVDA) once again defied the gravity of law-of-large-numbers skepticism, reporting a staggering $68.1 billion in revenue for its fourth quarter of fiscal 2026. The results, which represent a 73% year-over-year increase, were propelled by a record-breaking $62.3 billion in data center revenue. As the world’
Benchstone Capital exited its position in Norwegian Cruise Line during the fourth quarter as the cruise operator moves deeper into a post-reopening travel cycle. With its mix of premium and luxury brands, Norwegian is betting that higher-end demand can sustain revenue strength even as the broader travel surge normalizes.
In a move that has sent shockwaves through the semiconductor industry and Silicon Valley, AMD (NASDAQ: AMD) shares surged 9% following the announcement of a landmark, multi-year strategic partnership with Meta Platforms (NASDAQ: META). The deal, characterized by analysts as one of the largest hardware procurement agreements in the history
The global financial markets held their collective breath today as NVIDIA Corporation (NASDAQ: NVDA) released its highly anticipated fourth-quarter fiscal 2026 earnings report. In a display of continued dominance that has silenced skeptics of an "AI bubble," the semiconductor giant reported a staggering $68.1 billion in revenue, comfortably surpassing
Following a transformative year of hardware breakthroughs and artificial intelligence integration, Apple Inc. (NASDAQ: AAPL) has silenced skeptics with a historic performance in its fiscal fourth quarter of 2025 and an even more dominant start to 2026. The results, underpinned by the launch of the iPhone 17 series, signal the
