Intel (INTC) invests in SambaNova’s $350M funding round and forms an AI chip partnership after a $1.6B acquisition deal collapsed earlier this year.
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Microsoft (MSFT) receives Buy ratings from Citi and Goldman Sachs. Azure up 39%, Copilot hits 15M seats, analysts see $595+ targets. Full analysis inside.
Vir Biotechnology (VIR) surges 60% on Astellas partnership worth up to $1.7B, strong VIR-5500 clinical data, and Q4 earnings exceeding Wall Street expectations.
Novo Nordisk (NVO) reports UBT251 obesity drug achieved 19.7% weight loss in Chinese trial. Triple-hormone therapy shows promise as next-gen treatment.
PayPal (PYPL) stock jumped 9% on acquisition rumors. Bloomberg reports rival interest in buying the company or its assets. Trading halted briefly.
Lemonade (LMND) stock dropped 12% after Q4 results as 2026 guidance showed continued losses. Piper Sandler cuts price target. Read the full analysis here.
Uber (UBER) acquires SpotHero parking app, integrating 13,000+ locations across 400+ cities. Deal closes H1 2026 with Uber One member benefits planned.
Visa (V) stock plummeted 4.5% after research warned AI could bypass card networks. Mastercard and American Express also fell sharply in Monday’s session.
CrowdStrike (CRWD) tumbled 11% after Anthropic unveiled Claude Code Security. Wall Street analysts say the selloff is overdone ahead of March 3 earnings.
Home Depot (HD) exceeded Q4 earnings estimates with $2.72 EPS despite 3.8% sales decline. Company raises dividend and provides cautious 2026 guidance.
Tesla (TSLA) EU registrations dropped 17% in January while BYD surged 165%. TSLA stock fell 2.9% as the electric vehicle maker faces growing competition.
Hims & Hers (HIMS) shares sink 6% after Q4 revenue miss and weak Q1 guidance. FDA refers company to DOJ over GLP-1 drug violations amid mounting legal challenges.
Amazon (AMZN) announces $12B Louisiana data center investment. Stock down 11% YTD despite Wall Street’s bullish outlook with $282 price target.
Mexican cartel boss El Mencho killed in military operation. Violence erupts across 20 states, leaving 73 dead as Mexico deploys 9,500 troops nationwide.
IonQ (IONQ) stock climbed 1.4% after hours following its qualification for the MDA’s $151B SHIELD contract, joining over 2,400 eligible contractors.