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 stock fell 2% after Samsung neared Nvidia HBM4 certification and could begin shipping in February Analysts argue HBM4 sales aren’t zero-sum as demand exceeds supply…
TLDR Roth Capital increased Amazon price target to $295 from $270, calling it their top Mega Cap selection for early 2026. Wall Street underestimates margin benefits from…
TLDR UnitedHealth Group delivers Q4 2025 earnings January 27 with consensus at $2.10 EPS (69% drop) and $113.8 billion revenue (13% increase) Stock has declined 34% in…
TLDR Morgan Stanley reduced Oracle’s price target 30% to $213 from $320, citing GPU-as-a-Service buildout pressures on earnings Oracle faces lawsuit from bondholders over $18 billion bond…
TLDR Intel shares tumbled 17% Friday, marking the worst single-day loss since August 2024 Q1 revenue forecast of $11.7-$12.7 billion missed analyst expectations of $12.51 billion Retail…
TLDR Microsoft reports fiscal 2026 Q2 earnings January 28 after market close with analysts expecting $3.91 per share and $80.28 billion in revenue Azure cloud business posted…
TLDR SanDisk (SNDK) jumped 1015% in six months as AI companies scramble for memory chips needed to power large language models The stock gained 30% over five…
TLDR AMD shares climbed for nine straight sessions through Friday, posting the longest winning streak in years with a nearly 3% gain Intel’s CEO revealed a multi-year…
TLDR MP Materials stock rose 1.8% to $69.58 Friday ahead of Monday’s $1.6 billion USA Rare Earth government investment announcement Shares have surged 217% over the past…
TLDR ARK Invest purchased Joby Aviation shares in January 2026 while JPMorgan listed it as a top short position Goldman Sachs assigned a Sell rating on December…
TLDR Vertical Aerospace shares declined 2.5% to $5.60 on Friday with below-average trading volume Wall Street analysts hold six Buy ratings versus one Sell, with price targets…



