Meta Platforms signs $100B+ AI chip agreement with AMD (AMD) for 6 gigawatts of computing power, including MI450 GPUs and potential 10% equity stake.
Lemonade (LMND) stock falls 12% after Q4 earnings reveal continued losses through 2026. Piper Sandler slashes price target. Analysis and outlook inside.
Uber (UBER) acquires SpotHero parking app, adding 13,000+ parking spots across 400+ North American cities. Deal closes H1 2026 pending regulatory approval.
Visa (V) stock plunged 4.5% Monday after research suggested AI agents could disrupt card networks. Mastercard and Amex also fell sharply on AI concerns.
CrowdStrike (CRWD) dropped 11% after Anthropic introduced Claude Code Security. Analysts say the market overreacted as earnings approach on March 3.
TLDR Tesla shares gained 3.5% Friday to $411.11, recovering from a 4% weekly loss tied to tech sector weakness Company ending Model S and Model X production…
TLDR Nvidia stock jumped nearly 8% Friday as CEO Jensen Huang defended massive AI infrastructure spending on CNBC Tech giants Meta, Amazon, Google, and Microsoft could invest…
TLDR Take-Two Interactive (TTWO) stock fell over 5% despite reporting Q3 net bookings of $1.76 billion, beating the $1.58 billion estimate. Jim Cramer praised the video game…
TLDR ARK Invest spent $1.3 million on Coinbase shares, $8.7 million on Circle stock, and $6 million on BitMine during February 3 market dip Wood’s firm purchased…
TLDR Robinhood (HOOD) stock collapsed 35% year-to-date with a 30% drop in five days driven by Bitcoin’s sharp decline affecting crypto stocks. February 10 earnings report expected…
TLDR Intel (INTC) and AMD (AMD) alert Chinese customers about server CPU shortages with Intel delays up to six months Intel server CPU prices in China increase…
TLDR IREN stock tumbled 11.5% to $39.79 Thursday following Q2 earnings miss with ($0.52) EPS loss versus ($0.07) consensus and $184.7M revenue versus $229.6M expected. Net income…
TLDR Amazon stock fell 10% Thursday after posting Q4 earnings of $1.95 per share, missing the $1.97 Wall Street estimate despite beating on revenue. AWS cloud unit…
TLDR Microsoft stock fell 22% from record highs to $393.58 after fiscal Q2 2026 earnings missed AI expectations Copilot penetration remains stuck at 3.7% with only 15…
TLDR Palantir (PLTR) stock trades down 27% in 2026 despite posting Q4 revenue of $1.407 billion, representing 70% year-over-year growth and beating consensus by $65.4 million Daniel…
TLDR Anthropic released Claude Opus 4.6 on Thursday, its most advanced AI model for enterprise and knowledge work The launch caused major stock drops: FactSet fell 9.1%,…



