Broadcom (AVGO) stock jumped 5% after strong Q1 earnings, doubling AI revenue to $8.4B. CEO targets $100B AI chip revenue by 2027 with supply secured.
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OpenAI releases GPT-5.4 with financial analysis tools, FactSet integration, and Excel support for ChatGPT Plus, Team, and Pro users starting March 2026.
Oracle (ORCL) is cutting thousands of jobs to manage soaring AI data center costs while raising up to $50B for cloud expansion. Q3 earnings due March 10.
Nvidia (NVDA) stock drops 1.7% on news of global AI chip export controls and CFO confirmation of zero revenue from China H200 chip sales.
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Loop Capital sees 110% upside for Astera Labs (ALAB) stock with $250 target, calling it the clearest AI silicon pure play outside Nvidia after Q4 beat.
Veeva Systems (VEEV) stock surges 12% after crushing Q4 earnings with $2.06 EPS. FY2027 revenue guidance beats expectations at $3.585–$3.6B.
Netflix (NFLX) has purchased InterPositive, Ben Affleck’s AI filmmaking technology company. Affleck becomes senior advisor. Deal terms not revealed.
Iren (IREN) increases share offering to $6B and purchases 50,000 Nvidia B300 GPUs, aiming for $3.7B AI Cloud revenue by end of 2026. Analyst targets vary widely.
Impact BioMedical (IBO) stock jumps 115% pre-market after merger amendments extend deadline to July 2026 and adjust share terms with Dr Ashleys Limited.
Berkshire Hathaway (BRK.B) CEO Greg Abel invests $15M of his salary in company stock and restarts buybacks for first time since mid-2024. Shares rise 1.9%.
Elon Musk says Tesla (TSLA) aims to lead AGI development via humanoid robots. Optimus Gen 3 launches Q1 2026 with $20B budget for mass production.
CleanSpark (CLSK) acquires second Texas campus with 300 MW capacity, mines 568 BTC in February, but posts disappointing Q1 2026 earnings of -$1.35 per share.
CoreWeave (CRWV) stock falls 2% as Bernstein initiates underperform rating at $56 target. Jim Cramer recommends NVIDIA over CRWV amid competition worries.