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 Micron Technology’s Chief Business Officer Sumit Sadana sold $10.7 million in stock on February 2. The transaction included 25,000 shares sold at prices between $429 and…
TLDR Strategy stock declined 5.7% to $125.66 Wednesday, heading for its lowest close since September 2024 Canaccord Genuity reduced its price target from $474 to $185, a…
TLDR ARK Investment Management bought 141,108 AMD shares valued at $28.2 million after the stock’s 17% drop AMD fell to $200.19 despite posting Q4 earnings of $1.53…
TLDR Peloton shares plunged 9.3% Thursday after reporting a 9-cent per share loss, missing the 5-cent loss estimate Q2 revenue fell 3% to $656.5 million, below the…
TLDR Arm Holdings reported fiscal Q3 earnings of 43 cents per share and revenue of $1.24 billion, both exceeding analyst expectations Royalty revenue hit record $737 million,…
TLDR Estee Lauder shares crashed 23% Thursday despite adjusted earnings of 87 cents beating the 83-cent estimate Non-adjusted profit of 44 cents per share missed the 78-cent…
TLDR Nio projects first quarterly adjusted operating profit of RMB 700M-1.2B in Q4 2025 Fourth quarter deliveries surged 72% to 124,807 vehicles versus prior year Annual deliveries…
TLDR Texas Instruments is buying Silicon Laboratories for $231 per share in a deal worth $7.5 billion Silicon Labs stock jumped 49% to $203.52 while Texas Instruments…
TLDR Wolfe Research projects Tesla’s robotaxi revenue could reach $250 billion by 2035, assuming 30% autonomous vehicle market penetration and 50% Tesla market share Tesla plans to…
TLDR Nvidia shares dropped 3.4% Tuesday amid broader AI chip sector weakness and Chinese market uncertainty AMD CEO Lisa Su forecasts just $100 million Q1 China revenue,…
TLDR Baird and HSBC upgraded Palantir to Buy on February 3, 2026, with price targets reaching $205 Fourth quarter revenue jumped 70% to $1.407 billion, crushing Wall…



