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.
Browsing: News
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.
Visa stock rises despite Mexico blocking its Prosa acquisition. Investors weigh regulatory hurdles, tariff changes, and market signals for the payments giant.
Vanda Pharmaceuticals (VNDA) stock jumps 44% after FDA approves BYSANTI for Bipolar I and Schizophrenia treatment, with patent protection until 2044.
SGN stock jumps 107% in one week as Signing Day Sports finalizes exchange ratio for BlockchAIn merger, guaranteeing stockholders 8.5% post-transaction.
Robinhood (HOOD) stock climbs slightly as Goldman Sachs cuts price target but keeps Buy rating. January momentum and March event in focus for investors.
Oil prices declined 1% Monday as Trump imposed 15% tariffs and US-Iran nuclear negotiations progressed. Goldman Sachs increased its 2026 Brent forecast to $64.
SEC staff approves 2% haircut on qualifying stablecoins for broker-dealers under Rule 15c3-1, providing capital planning clarity with strict requirements.
Nio shares jumped 4% in Hong Kong after recording 177,627 battery swaps in one day and forecasting its first adjusted operating profit for Q4 2025.
Amazon stock inches up as company launches its second-largest Asian office in Bengaluru, housing 7,000 employees and strengthening its India presence.
Amazon (AMZN) overtakes Walmart (WMT) with $716.9B revenue vs $713.2B, ending Walmart’s 24-year reign. AWS grows 20% as Amazon targets double-digit growth.