The U.S. and Israel have begun massive attacks as President Trump urged Iranians to rise up. How will Dow Jones futures and oil prices react?
We came across a bullish thesis on Cadence Design Systems, Inc. on Expanse Stocks’ Substack by Nikotes. In this article, we will summarize the bulls’ thesis on CDNS. Cadence Design Systems, Inc.’s share was trading at $299.46 as of February 13th. CDNS’s trailing and forward P/E were 77.18 and 37.74 respectively according to Yahoo Finance. Cadence Design Systems, […]
OpenAI Chief Executive Officer Sam Altman said late Friday that he’d reached an agreement with the department that reflects the firm’s principles on prohibiting “domestic mass surveillance and human responsibility for the use of force, including for autonomous weapon systems.” The startup also built safeguards to ensure its models behave as they should as part of the deployment, Altman said in a post on the social media platform X.
Microsoft-backed spreadsheet competitions are turning Gen Z college students into job-market standouts.
The race is on, and major tech players are spending big on data centers for their AI goals.
Intapp (NASDAQ:INTA) used its Investor Day 2026 event to outline how management views the shift to agent-based artificial intelligence as a major opportunity for the company’s software platform serving capital markets, legal, and advisory firms. Executives highlighted record recent results, steady r
An exchange-traded fund can save investors from picking winners and losers in complex industries like artificial intelligence.
Apple (NasdaqGS:AAPL) is reportedly accelerating work on AI-integrated wearables, including smart glasses, camera equipped AirPods, and an AI pendant, targeting potential launches in 2026. CEO Tim Cook has flagged an upcoming week featuring multiple product launches, such as a low cost MacBook, new iPads, a possible foldable iPhone, and an entry level iPhone 17E. The push into AI devices and a broader hardware refresh could affect Apple's position in wearables and expand its reach across new...
Peter Thiel sold his positions in Apple and Microsoft in the fourth quarter.
Constellation Energy (NasdaqGS:CEG) completed its acquisition of Calpine Corporation, creating one of the largest electricity producers in the United States. The company expanded its power agreements with data center operators, including CyrusOne and Microsoft, targeting high-demand digital infrastructure. Constellation secured a Department of Energy loan guarantee to restart the Crane Clean Energy Center. Regulators approved 20 year license renewals for several core nuclear plants,...
Investors have a rare buying opportunity with these three stocks.
On Wednesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang said he remains "confident" that Big Tech's massive AI infrastructure spending will continue. AI CapEx Nears $700 Billion As Investors Question Durability During Nvidia's fourth-quarter earnings call, BofA Securities analyst Vivek Arya asked whether cloud providers can sustain nearly $700 billion in projected AI-driven capital expenditures, especially as cash flow tightens at some companies. Major players, including Amazon.com, Inc. (NASDA
REVIEW PREVIEW NEWSLETTER Worry List. The worries about software stocks—the so-called SaaSpocalypse—returned with a vengeance on Friday, expanding across the tech complex to chips and other hardware plays, as well.
The quantitative strategies that have governed trillions of dollars in global capital are facing a historic identity crisis. As artificial intelligence reshapes the economic landscape, long-held definitions of "safe" and "expensive" stocks are being turned upside down.
Wall Street weighs surging AI demand against widening losses and massive data center spending plans, today, Feb. 27, 2026.
NVIDIA rides AI and data center demand, while Microsoft and JPMorgan navigate growth tailwinds and rising risks in shifting markets.
As technology, financial and consumer discretionary sectors struggle this year, investors have shifted to an odd mix of economically sensitive sectors such as materials and energy along with consumer staples and utilities.
Analysts had estimated about 72 cents on average, according to data compiled by Bloomberg. The company, an operator of AI data centers, also said that 2026 capital spending will be $30 billion to $35 billion — a bigger figure than analysts anticipated.
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of 15 stocks with the biggest hedge fund momentum, after gaining 27 hedge fund holders during the fourth quarter of 2025. On February 24, Apple said that it is on track to purchase more than 100 million advanced chips produced by Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) […]
Joint collaboration combines the Amdocs' Agentic Services, as part of Amdocs agentic operating system, aOS, with Microsoft's AI technologies to help enterprises modernize faster, at scale, and with greater resilience. JERSEY CITY, NJ / ACCESS Newswire ...
Through midday trading on Friday, the blue-chip index was up about 3% year to date, ahead of the by almost 6 percentage points. The two best stocks in the Dow this year have been Caterpillar and Honeywell makers of heavy machinery and aerospace parts, among other things.
A heavy slate of economic data will headline the first week of March, with fresh updates on manufacturing and labor. Investors will also weigh tech and retail earnings from the likes of Broadcom and Target.
Microsoft-backed (MSFT) OpenAI is seeking an additional $10 billion from financial investors by the
Employees at Amazon.com (AMZN), Google (GOOG, GOOGL), and Microsoft (MSFT) are pressing their compan
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