IBM stock crashed 28.6% in under a month after Anthropic’s COBOL AI announcement. Jefferies analyst maintains Buy rating with $370 price target, citing strong AI.

Cipher Digital (CIFR) Q4 earnings miss estimates at $60M revenue and -$0.14 EPS, but company secures 600MW data center deals with AWS and Google for HPC pivot.

Constellation Energy (CEG) stock climbs after reporting Q4 EPS of $2.30, beating analyst forecasts. Revenue reaches $6.07B. Dividend boost announced.

Nvidia (NVDA) reports Q4 FY26 earnings Feb 25. Analysts expect $66.1B revenue (+68% YoY). Wall Street consensus: Strong Buy with $265 target. Full preview.

Novo Nordisk (NVO) UBT251 obesity drug shows 19.7% weight loss in China trial. The triple-G drug targets GLP-1, GIP, and glucagon in mid-stage testing.

Citi and Goldman Sachs maintain Buy ratings on Microsoft (MSFT) as Azure surges 39%, Copilot reaches 15M users, and Maia 200 chip closes performance gap.

Intel (INTC) invests in SambaNova’s $350M funding round and forms AI chip partnership after failed $1.6B buyout. SN50 chip targets Nvidia’s B200 GPUs.

Lemonade (LMND) stock tumbles 12% after Q4 earnings as 2026 guidance disappoints. Piper Sandler lowers price target to $65. Analysis and outlook inside.