Meta’s $130B AI capex surge positions Nebius for 540% revenue growth in 2026. With $20B+ backlog and buy ratings, NBIS stock shows explosive potential.
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Amazon surpasses Walmart with $716.9B in revenue as billionaire Seth Klarman invests $500M in AMZN stock. AWS grows 20% YoY with $200B capex planned.
Microsoft stock down 25% from highs as revised OpenAI agreement secures 20% revenue share through 2032. MSFT now trades at cheapest valuation in 3 years.
Micron receives analyst upgrades to $500 as Q1 revenue reaches $13.6B and AI memory demand drives unprecedented supply shortage lasting into 2027.
Amazon (AMZN) surpasses Walmart with $716.9B in 2025 revenue, ending its 25-year reign. AWS grows 20%, targeting 11-15% growth next quarter.
Nio stock jumped 4% after achieving record battery swaps during Lunar New Year and forecasting its first-ever quarterly operating profit for Q4 2025.
SGN stock jumped 107% as Signing Day Sports locked in its BlockchAIn merger exchange ratio, guaranteeing shareholders 8.5% of the combined company.
Oil prices fell 1%+ as Trump increased tariffs to 15% and US-Iran nuclear talks progressed. Goldman Sachs raises 2026 Brent forecast to $64 per barrel.
Vanda Pharmaceuticals stock surges 44% after FDA approves BYSANTI for Bipolar I and Schizophrenia. Patent protection extends to 2044. Q3 2026 launch planned.
Gold futures surge to $5,170 as Trump’s 15% global tariff announcement and economic uncertainty drive safe-haven demand. Silver also climbs 2.3%.
Jefferies downgrades four software stocks due to AI disruption concerns while naming Intuit, Salesforce, and others as better positioned for growth ahead.
Nvidia’s Q4 2025 13F filing shows $8B investment shift: $5B Intel stake becomes largest holding, new Synopsys & Nokia bets, full Arm exit. Portfolio breakdown.
Snowflake earnings preview: Q4 fiscal 2026 results Feb 25, options imply 13% move, analysts hold $270 targets with Buy ratings despite 21% YTD decline.
Nvidia Q4 earnings, Trump’s State of the Union, Iran nuclear deadline, and inflation data converge in one of 2026’s most critical market weeks.
Grail (GRAL) stock dropped ~50% after its NHS-Galleri trial with 142,000+ participants missed primary endpoint for reducing late-stage cancer diagnoses.