The U.S. Federal Trade Commission has issued a warning to Apple over alleged political bias in its Apple News app, raising fresh regulatory questions in an election year. Apple is also experiencing development delays for its AI enhanced Siri upgrade, pushing back the rollout of features that investors have been watching closely. For investors following Apple, ticker NasdaqGS:AAPL, these headlines arrive with the stock trading at $255.78. The share price sits against a mixed return profile,...
Hyperscalers are likely to spend much more on AI infrastructure in 2026 than Wall Street initially estimated.
IREN (NasdaqGS:IREN) is set to be added to the MSCI USA Index, a move that can increase its visibility with large institutional investors. The company has shifted its core focus from bitcoin mining to AI infrastructure, supported by new data center projects. IREN recently signed a $9.7b contract with Microsoft, anchoring its push into long term AI infrastructure services. IREN comes into this news with a share price of $42.22 and very large 1 year gains, alongside a 7x return over 3 years...
Prominent investor Chamath Palihapitiya, known as the “SPAC King,” took to X (formerly Twitter) on Thursday to highlight Microsoft Corp.’s (NASDAQ:MSFT) underperformance relative to other major technology companies since the launch of ChatGPT. Microsoft Trails Tech Peers Since ChatGPT Debut “Microsoft has been the worst-performing stock of the hyperscalers since the November 30, 2022, launch of ChatGPT and has significantly underperformed the Nasdaq during that period,” Palihapitiya wrote. He ad
Here are ways to reduce the risks of a highly dangerous market. Apple, Google, Amazon, Meta and Nvidia are masking some underlying strength
BOSTON, February 14, 2026--Liberty All-Star® Growth Fund, Inc. January 2026 Monthly Update
BOSTON, February 14, 2026--Liberty All-Star® Equity Fund January 2026 Monthly Update
STORY: :: Lisa Bernhard, Reuters:: Nancy Tengler, CEO and Chief Investment Officer, Laffer Tengler InvestmentsFinancial markets, juiced for months with investor enthusiasm about the AI trade, got a rude awakening recently when software stocks around the globe sank on worries that fast-advancing AI tools could upend the industry.ServiceNow's stock, which Tengler's firm owns, has plunged roughly 30% year-to-date, "and it was down 27% last year," she notes, calling the drop "one of the most befuddling sell-offs that I've seen in my career." "ServiceNow is the conductor of AI on the cloud and is vertically integrating to agentic security," Tengler said. "And many other areas of the vertical integration are important and I think are a moat for the company. But the market doesn't agree with me."Speaking with Reuters' Lisa Bernhard, Tengler also described why her firm recently bought more shares of Microsoft, Palantir and Apple, among other tech stocks.And, she addressed the Friday release of the Consumer Price Index for January, noting how the cost of services "has been a problem all the way through this inflationary regime."
American Superconductor rallied on a blog post mentioning its next-generation technology.
US equity benchmarks ended mixed on Friday as traders evaluated inflation data, capping Wall Street'
World stock indexes struggled for inspiration Friday as investors remained cautious after heavy selling of companies seen vulnerable to AI deployment and concerns about tech sector valuations more broadly.Amid growing concerns over the massive investments by AI heavyweights, investors also worry that software, logistics and even real estate companies will see their operations upended by artificial intelligence advances.
Yahoo Finance Senior Autos Reporter Pras Subramanian and Market Domination host Josh Lipton take a closer look at some of Friday's trending tickers and stories. Rivian (RIVN) stock continues to gain after the company posted strong fourth quarter results and forecast impressive delivery numbers. Applied Materials (AMAT) stock is surging after the company beat Wall Street's first quarter estimates. Apple (AAPL) had its worst trading day since April on news that the updated Siri will be delayed and that the company is facing scrutiny from the US Federal Trade Commission (FTC). To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Tech stocks were higher late Friday afternoon, with the State Street Technology Select Sector SPDR E
Despite the uneven start to 2026, Kevin Matras believes the market is set for a fourth straight year of double-digit returns. Be prepared to take full advantage of this raging bull market.
Market leading stocks like Microsoft and Amazon are down significantly, while high-beta names such as Robinhood Markets are down even more. Is this the end of the bull market, or are there still positive signals amid the selloff?
Alphabet Inc's global bond sale this week underscored the high level of investor demand for the major AI hyperscalers, but raised concerns about the debt's lack of protections for existing and future bondholders. Alphabet's bond sale stood out in several ways, including its use of a so-called 100-year "century" bond in the sterling market. These and other hyperscalers' recent bond sales have garnered strong reception with Alphabet's $20 billion U.S. bond sale drawing over $100 billion in demand.
Big Tech companies have long been cash-generating behemoths. The latest capex splurge could push some of them into a cash-burn mode.
Although both stocks trade at reasonably high valuations, they appear well-positioned to benefit disproportionately from locked-in AI infrastructure spending.
US benchmark equity indexes were higher intraday as investors assessed the latest consumer inflation
A move to simplify tariffs on metals would be the latest of about half a dozen changes in Trump's tariff policy in recent months.
After IREN (NASDAQ:IREN) plunged 13.9% on February 4, 2026, retail sentiment soured as Reddit’s sentiment score dropped to 39 this week from a quarterly average of 42, with discussions emerging on r/wallstreetbets and r/options analyzing and dissecting Q2 results. The catalyst? The conversation has shifted to Q2 FY26 earnings, which reported $184.7 million in revenue, ... IREN Drops 14% as Bitcoin Mining Revenue Falls to $167 Million
Memo to House China committee cites obfuscated methods, chip scrutiny, and 2.8 million H800 GPU hours for R1 training.
Despite hyperscalers' projected 2026 spending surge, the stock is up less than 1% since Q4 and trades at 24 times earnings.
Michael Burry has been erratically going bearish on the market multiple times in the past few years, but this time, he might have hit the nail on the head. Palantir (NASDAQ:PLTR) has cratered from its highs, with Nvidia (NASDAQ:NVDA) trading sideways. These are two stocks he shorted a few months ago and drove headlines. In ... Here’s How Michael Burry’s Shorts Are Doing So Far in 2026
Big Tech Is Spending Billions on AI. Why Nvidia Stock Isn't Moving


