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 Beijing approved ByteDance, Alibaba, and Tencent to purchase 400,000+ Nvidia H200 chips combined Licenses were granted while Nvidia CEO Jensen Huang visited China this week Sources…
TLDR Amazon accidentally sent AWS staff an email Tuesday revealing Wednesday’s planned layoff announcement Senior VP Colleen Aubrey’s premature message referenced “Project Dawn” and was immediately recalled…
TLDR Intel stock jumped Wednesday on reports Nvidia will use Intel manufacturing for 2028 Feynman GPU components Intel’s 18A or 14A process nodes will produce input/output die…
TLDR SanDisk shares jumped 3% in pre-market after Morgan Stanley raised price target from $273 to $483 Five-star analyst Joseph Moore cites strong NAND market conditions driven…
TLDR ASML reports Q4 results Wednesday with Bernstein forecasting EUR 9.7 billion revenue versus EUR 9.5 billion consensus China imports reached unprecedented EUR 3.27 billion in Q4…
TLDR Salesforce won a $5.6 billion, 10-year U.S. Army contract through its Computable Insights unit to modernize military data and AI infrastructure. The Army will deploy Salesforce…
TLDR Boeing’s fourth-quarter revenue surged 57% to $23.95 billion, exceeding Wall Street forecasts The planemaker delivered 600 aircraft in 2025, the highest annual total in seven years…
TLDR GM reported a $3.3 billion fourth-quarter loss as $7.2 billion in special charges related to electric vehicle operations weighed on results. The automaker’s adjusted EPS of…
TLDR UPS forecasts $89.7 billion in 2026 revenue, beating Wall Street’s $88.05 billion estimate Adjusted Q4 earnings of $2.38 per share exceeded analyst expectations of $2.20 MD-11…
TLDR UnitedHealth delivered Q4 adjusted earnings of $2.11 per share versus $2.10 expected Fourth-quarter revenue of $113.2 billion came in below the $113.82 billion estimate 2026 revenue…
TLDR Q4 2025 earnings expected Wednesday with analysts projecting $0.45 per share, down from $0.73 year-over-year Automotive operations contributed $21.2 billion of $28.09 billion Q3 total revenue…



