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 Kyndryl (KD) shares plummeted 53% to $11.05 on Monday following announcement of delayed quarterly filing Material weaknesses in internal financial controls discovered across fiscal 2025 and…
TLDR Oracle stock surged 11.5% Monday following D.A. Davidson’s upgrade from Hold to Buy rating Analyst optimism centers on OpenAI’s strategic refocus and $40 billion cash position…
TLDR Tesla stock gained 4.1% to $413.50 as executive LinkedIn posts confirmed accelerated hiring for Musk’s solar manufacturing expansion Job postings reveal company targets 100 GW U.S.…
TLDR AppLovin (APP) stock climbed 7% Monday as Jefferies defended the stock’s 40% year-to-date plunge Analyst James Heaney maintains $860 price target, calling current levels a buying…
TLDR Alphabet taps bond market for $15 billion through seven-part offering to finance AI growth Company plans $185 billion in capital spending for 2026, nearly twice previous…
TLDR Amazon shares tumbled 9% on February 6 after the company unveiled plans to invest $200 billion in capital expenditures during 2026. Fourth-quarter earnings per share of…
TLDR Samsung Electronics stock jumped 4.9% to 6.4% after revealing plans to mass produce HBM4 memory chips this month. The company will ship HBM4 chips to Nvidia…
TLDR Monday.com (MNDY) posted Q4 adjusted EPS of $1.04, exceeding the $0.92 analyst consensus by $0.12 Fourth-quarter revenue reached $333.9 million, beating estimates of $329.51 million with…
TLDR ARK Invest bought 31,505 Alphabet shares for $10.4 million as stock dropped 2.5% to $165.12 on February 6 Alphabet’s Q4 2025 revenue rose 18% with Google…
TLDR Micron (MU) stock gained 3% Friday after Amazon revealed larger-than-expected AI infrastructure investments UBS lifts price target from $400 to $450, expecting memory supply constraints through…
TLDR Robinhood shares spiked 14% Friday to $82.82 but trade 46% below the $152 record high reached in October Crypto trading accounts for 36% of transaction revenue,…



