One of these players stands out as a particularly great buy right now.
Alphabet, Amazon, Meta and Microsoft forecast sharply higher spending on data centers as the AI build-out accelerates.
Apple Inc. (NASDAQ:AAPL) reported impressive sales growth in the fourth quarter of 2025, even as overall U.S. smartphone sales increased by only 1% year-over-year (Y/Y). Weak low-end and premium Android sales held back overall growth. Apple’s Record Sales Push Market Share to 69% Apple achieved its best sales quarter, expanding its market share to 69%, while Motorola rose to the #1 spot in the sub-$300 category with its new Moto G 2026 series devices, according to Counterpoint Research. Apple’s
The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly advancing hours befor
Market Pulls Back Hard. The Magnificent Seven Lead a Tech Rout
Microsoft Shares Drop as Stifel Sounds Alarm on Azure Constraints and Rising Capex
Company opts for slower Health app rollout
As the global memory chip shortage hits the smartphone market, a key question is echoing from Silicon Valley to Shenzhen: Will Apple raise prices, or sacrifice profit to gain new customers? CEO Tim Cook told investors he expected memory chip prices to increase sharply, but declined to answer analysts' questions about whether Apple would raise prices in response. "There are different levers that we can push, and who knows how successful they'll be, but there's just a range of options," Cook said on the post-earnings call.
AI-driven lab system boosts biotech efficiency
Amazon.com shares fell sharply after the technology giant unveiled plans for a massive increase in AI-related spending and fourth-quarter growth in its cloud-computing unit that was slower than rivals. The company said it expects $200 billion in 2026 capital spending, a nearly 60% increase from last year and far above Wall Street expectations. Amazon shares were about 8% lower in premarket trading.
Software stocks recently experienced a sharp sector wide selloff tied to concerns about rapid AI disruption and shifting competitive pressures. NasdaqGS:MSFT was caught in the move, with shares seeing a rare double digit slide despite the company reporting robust earnings. Investors are focused on slowing Azure growth, very high AI related capital spending, and Microsoft’s growing financial exposure to OpenAI. A rare high profile analyst downgrade has added to questions around near term...
An artificial intelligence-driven shakeout in the heavyweight technology sector is set to keep stock investors on edge in the coming week while a barrage of data could shift focus to the health of the economy. A deepening rout among software stocks has commanded Wall Street's attention this week, as investors worried about the extent to which AI would upend business models throughout the industry. Further weakness in the tech sector, which holds massive weights in the major U.S. equity indexes, dragged the benchmark S&P 500 lower, erasing its gains for 2026.
Coty (NYSE:COTY) used its fiscal 2026 earnings discussion to outline a new leadership agenda centered on tighter focus, fewer priorities, and what management repeatedly described as stronger operational discipline, as the company works through uneven recent performance and a more promotional beauty
Amazon shares dropped 8% in premarket trading on Friday after the company's hefty capital expenditure plans deepened investor worries over Big Tech's spending spree on artificial intelligence. They also fear that rapidly improving AI tools could eat into demand for traditional software, squeezing profit margins, resulting in a broader selloff across the tech sector. Amazon's capex spending plans are expected to reach $200 billion in 2026.
With more and more AI infrastructure getting built, demand is surging for energy -- and particularly for clean energy.
As the columnist departs the Journal, she reflects on the 12 biggest tech changes of the last 12 years.
The dollar has shed more than 10% of its value since Trump re-entered the Oval Office. The president says the weaker currency is "great"
Microsoft stock tumbled after the company's latest earnings report, which could be an opportunity for long-term investors.
Black Hills (NYSE:BKH) executives used the company’s fourth-quarter and full-year 2025 earnings call to highlight execution against guidance, a growing large-load opportunity tied to data centers in Wyoming, and progress toward its planned merger with NorthWestern Energy. Management also outlined a
Amazon shares plunged in after-hours trade on Thursday, falling around 11%, as the company projected a surge of more than 50% in capital expenditures this year
Shares in the company slid in value after it became the latest tech giant to commit to vast spending.
In early February 2026, Arista Networks drew increased attention as analysts and institutional investors highlighted its debt-free balance sheet, sizable liquidity, and central role supplying AI-focused networking gear to hyperscalers such as Meta and Microsoft ahead of its February 12 earnings release. An interesting angle is how Arista’s shift toward higher-margin software and recurring revenue, alongside its AI data center exposure, is becoming a core pillar of many professional...
The tech stock panic stems from a misunderstanding about AI models like Claude ChatGPT. It’s making for some very cheap stocks.
How Irish make-up brand Sculpted by Aimee has grown from being self-funded to selling millions over a decade.
GB Snowsport CEO Vicky Gosling charts the rise of Britain's Winter Olympics Alpine snow team against a backdrop of funding cuts.


