Meta signs historic $100B+ deal with AMD (AMD) for AI chips and warrants for up to 10% ownership. Details on the 5-year MI450 GPU partnership inside.
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Nvidia (NVDA) reports Q4 earnings Feb 25. Analysts project 68% revenue growth to $66.1B. Strong Buy consensus shows 39% upside despite competition concerns.
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.
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.