CrowdStrike (CRWD) dropped 11% after Anthropic launched Claude Code Security. Analysts call selloff overdone ahead of March 3 earnings. Is CRWD a buy now?
Browsing: Stocks
Cathie Wood’s ARK Invest sold $35.7M Teradyne stock, reinvesting in Figma, AMD, Broadcom & Alphabet. See complete ETF trade details from February 23.
Advanced Micro Devices (AMD) signs $100B+ deal with Meta for AI chips, including MI450 GPUs and custom CPUs, plus warrants for up to 10% equity stake.
Paramount Skydance boosts Warner Bros Discovery (WBD) bid above $31/share, challenging Netflix’s $27.75 offer as the board weighs both proposals ahead of March vote.
IonQ (IONQ) gains eligibility to bid on Pentagon’s $151B SHIELD defense contract. Stock rises 1.4% after hours despite joining 2,400+ competing firms.
Amazon announces $12B Louisiana data center investment creating 540 jobs. Part of $200B 2026 capex plan. AMZN stock down 11% YTD with Strong Buy rating.
Tesla (TSLA) EU registrations dropped 17% in January while BYD surged 165%. Stock fell 2.9% with analysts maintaining Hold rating at $396.80 target.
Bitcoin falls to $62,900 as altcoins drop sharply. AI disruption fears and tech stock weakness pull risk markets lower. Analysis of today’s market drivers.
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.
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.