AppLovin stock rose 2% on social network plans after failed TikTok bid. Down 40% in 2026, analysts rate APP a Strong Buy with $674.37 target.
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Alphabet CLO John Kent Walker sold $14.3M in GOOGL stock, cutting his stake 78% after the tech giant exceeded Q4 earnings and revenue expectations.
Tesla unveils $59,990 Cybertruck and slashes Cyberbeast pricing after 2025 US sales collapsed to 20,237 units—half of the previous year’s figures.
Celsius Holdings stock rose 8% after hours following CAGNY 2026 presentation detailing shelf space expansion, $5.2B sales, and PepsiCo distribution strength.
Soros Fund Management invested $137M in AI chip stocks including TSMC, Nvidia, and AMD in Q4 2025 while cutting software positions like Snowflake and Datadog.
Bitdeer emptied its entire Bitcoin treasury, selling all holdings by Feb. 20 while raising $325M in convertible notes for AI expansion amid collapsing margins.
Michael Saylor signals Strategy’s 100th Bitcoin buy is near. The firm holds 717,131 BTC at $76,027 average cost while Bitcoin trades around $64,700.
Lucid Group reports Q4 earnings Tuesday with options pricing 15% swing. Analysts project $459.5M revenue, $2.67 loss per share, and profitability years away.
Seth Klarman invested $500M in Amazon as it became America’s largest company by revenue at $716.9B. AWS grew 20% as Klarman trimmed his Alphabet position.
Meta’s $115B–$135B AI capex plan for 2026 could drive Nebius (NBIS) revenue from $530M to $3.4B, fueled by massive contracts with Meta and Microsoft.
Microsoft stock drops 25% but trades at 3-year valuation low. New OpenAI deal secures 20% revenue through 2032 as $40B funding round approaches.
Gold climbed to $5,170 after Trump’s 15% tariff announcement following Supreme Court ruling. Analysis of impacts on precious metals and trade deals.
Jefferies downgrades Workday, DocuSign, Monday.com & Freshworks on AI threats. Microsoft insider buying and ETF support suggest software rebound coming.
Snowflake (SNOW) reports Q4 earnings Feb 25. Options suggest 13% swing. Analysts maintain Buy ratings at $270 despite 21% YTD decline and AI sector concerns.
Micron (MU) receives price targets up to $500 from Deutsche Bank and Needham following record Q1 results and tight memory supply driven by AI demand.