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What happens all around us affects the markets – and what affects the markets affects our financial security. Keep in touch with everything of interest that’s happening from a wide variety of general news and financial sources curated by our team.
The world is ever-changing: keep up with what’s happening right here, your “one stop shop” for everything we’ve spotted that can affect the markets.
Software stocks have been crushed but there could be a light at the end of the tunnel.
Nebius Group (NasdaqGS:NBIS) has secured multi year AI cloud infrastructure contracts with Meta and Microsoft. The company is expanding data center capacity to support growing demand for next generation AI workloads. Nebius is reshaping its financial model through upfront payments and customer financing from enterprise clients. Nebius Group, listed as NasdaqGS:NBIS, focuses on AI focused cloud infrastructure that supports large scale training and inference workloads. Its recent agreements...
Traditional finance is shifting its focus in crypto beyond bitcoin, according to Roger Bayston of Franklin Templeton.
The mansion tax comes into effect in April 2028 and will be based on values in 2026. Here are sumptuous homes under the £2m threshold that will be exempt.
Warren Buffett is retiring as CEO of Berkshire Hathaway (NYSE:BRK.B), with Greg Abel set to succeed him. Berkshire has adjusted its equity portfolio, selling holdings in Apple, Bank of America, and Amazon.com. The company has added to positions in Chevron and Chubb and opened a new stake in The New York Times Company. A Berkshire utility subsidiary has agreed to a substantial settlement to resolve federal wildfire damage claims. Berkshire is also selling certain assets to support balance...
In India, Apple Pay is expected to support Unified Payments Interface (UPI) alongside card-based payments.
Microsoft has rarely seen these valuation levels over the past decade.
Block, the company behind Square, Cash App and Afterpay, is cutting its staff by 40%. The reason: “intelligence tools,” according to a letter to shareholders by co-founder Jack Dorsey.
The fund sold some of its top-performing stocks, including European luxury goods companies, to invest in beaten-down software stocks. In recent weeks, it has targeted Microsoft Corp, accounting software firm Intuit Inc and tech giant SAP SE, according to Chief Investment Officer Doug Tynan.
Artificial intelligence is supercharging Amazon's industry-leading cloud business.
Nvidia now makes more revenue in a single quarter than most other chip companies generate in an entire year. The chip maker’s fiscal fourth-quarter results Wednesday showed why the company remains the undisputed leader in artificial-intelligence computing. Nvidia projected an even higher growth rate for the current quarter, and that forecast actually beat Wall Street’s consensus target by the widest range in two years, according to FactSet data.
On Feb. 26, 2026, Nvidia fell by over 5% despite strong earnings the previous day. The drop weighed tech-heavy U.S. benchmarks.
Quarterly revenue topped expectations, but a wider-than-expected adjusted loss and weaker operating income pressured the stock.
NEW YORK, February 26, 2026--Klarna Group plc (NYSE: KLAR) today published its full year 2025 results for the period ended December 31, 2025. The results and related materials can be found on Klarna's Investor Relations website at https://investors.klarna.com/
Apple Inc (NASDAQ:AAPL) CEO Tim Cook sat in a classified CIA briefing in Silicon Valley in 2023 and was told China could move on Taiwan as early as 2027. He later told officials he now “slept with one eye open.” Prediction markets suggest he’s not the only one paying attention. A Polymarket contract asking “Will China invade Taiwan by end of 2026?” is priced at 10% with over $9 million in volume. A separate contract on a military clash between the two, which traders view as a precursor to full i
PALO ALTO, Calif., February 26, 2026--Intapp announced the winners of its Partner Forum 2026 Awards
(Dan Kurtzman/Getty Images) It’s been a chaotic February for investors in the software space. The first week of the month saw a steep sell-off in tech stocks, driven by fears that AI could disrupt the business models of SaaS companies, a highly popular and profitable play for PE investors. Dipanjan “DJ” Deb Dipanjan “DJ” Deb co-founded Francisco Partners in 1999. Today, he leads a $45 billion private equity and credit investment firm focused on technology- and tech-enabled services companies. Th
Sandisk's stock has risen over 1,700% since it was spun off from Western Digital one year ago.
The Nasdaq Composite and the S&P 500 closed lower Thursday after a two-day advance as Nvidia (NVDA)
Futures wavered while Nvidia is holding a buy zone after strong earnings and guidance. The S&P 500 is back above its 50-day line.
Nvidia’s shares fell 5.5% despite record income as investors' high expectations for AI bellwethers continue to create a difficult bar for companies to clear. One particular problem, notes Heard columnist Dan Gallagher, is that the company’s runaway success could be seen as a sign of the destabilization to come, given the massive amounts of capital-spending filling its coffers are financially weakening the world’s largest companies from Amazon to Microsoft. The Nasdaq and S&P 500 both declined following Nvidia's slide, while the Dow Jones Industrial Average remained relatively flat and Treasury yields inched lower.
The furious selling in Nvidia erased $259 billion in market cap, according to Dow Jones Market Data. With the report in the rearview mirror, Wall Street is stuck searching for a catalyst that can push the S&P 500 out a months-long sideways range.
Nvidia was getting a ton of praise on Thursday after its fourth-quarter earnings beat analysts’ expectations—but the artificial-intelligence chip maker’s stock plunged 5.5% on Thursday. Nvidia lost $259 billion in market cap, its largest market cap loss since March 3, 2025, and the seventh largest one-day market cap loss of any U.S. company on record, according to Dow Jones Market Data. The fell 0.5%, while the tech-heavy Nasdaq Composite dropped by 1.2% as investors dumped megacap tech stocks.
Global smartphone shipments are expected to decline by nearly 13% year-on-year in 2026 due to a shor
U.S. trade regulations and surging memory chip costs due to the AI infrastructure buildout have forced companies like Dell and HP Inc to implement price increases, which are helping them offset cost pressures. Almost all servers have memory chips that hold data and instructions, keeping processors running at high speed, which is paramount for AI applications. Initially, infrastructure clients experienced "sticker shock" but quickly grasped the supply constraints, shifting their focus to securing necessary components, which led large customers to aggressively acquire supply for their AI servers, traditional servers, and storage build-outs, Dell Chief Operating Officer Jeff Clarke said on a...