SEATTLE — After a tumultuous start to February 2026 that saw Amazon.com, Inc. (NASDAQ:AMZN) endure a record-tying nine-day losing streak, market technicals and top-tier analyst calls suggest the e-commerce and cloud giant has finally found a floor. Following a massive $200 billion capital expenditure announcement that initially spooked investors,
As the financial world braces for the final week of February 2026, all eyes are once again fixed on Silicon Valley’s undisputed heavyweight. Despite a month characterized by "AI fatigue" and a sharp correction in software valuations, Nvidia (NASDAQ: NVDA) has managed to provide a psychological and financial "floor"
As the mid-point of February 2026 approaches, the financial landscape is undergoing a dramatic reconfiguration. Investors are aggressively pivoting away from the high-multiple technology giants that fueled the 2024–2025 bull run, opting instead for the perceived safety and steady income of defensive sectors. This "Great Rotation" was punctuated on
SANTA CLARA, Calif. — February 16, 2026 — As the first quarter of 2026 unfolds, the semiconductor industry finds itself at a dizzying crossroads. Nvidia (NASDAQ: NVDA) continues to command a staggering 80% to 90% share of the global AI accelerator market, yet a shadow of "valuation fatigue" has begun to creep
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
In a high-stakes interview on February 13, 2026, Goldman Sachs (NYSE: GS) CEO David Solomon painted a remarkably optimistic picture of the American economy, describing the current macroeconomic setup as "quite good." Speaking on CNBC, Solomon pointed to a confluence of aggressive US deregulation and a historic surge in artificial
In a move that underscores the relentless momentum of the artificial intelligence revolution, Celestica (NYSE:CLS) has significantly upwardly revised its financial targets for the 2026 fiscal year. The Toronto-based electronics manufacturing giant, which has successfully pivoted from a traditional contract assembler to a high-value engineering partner for the world's
Astera Labs (Nasdaq: ALAB) has solidified its position as the primary barometer for the next phase of the artificial intelligence revolution. In its latest Q4 earnings report, released yesterday, February 10, 2026, the connectivity specialist shattered analyst expectations and provided a 2026 revenue outlook that suggests the 'AI Supercycle' is
On February 11, 2026, Credo Technology Group (NASDAQ: CRDO) effectively silenced any remaining skeptics regarding the sustainability of the AI infrastructure boom. The company, which specializes in high-speed connectivity solutions, issued a preliminary revenue report for its third fiscal quarter that bypassed even the most aggressive Wall Street estimates. With revenue projected between $404 million [...]
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Date: February 10, 2026 Introduction As the artificial intelligence revolution enters its third year of explosive infrastructure deployment, the industry's focus has shifted from the raw compute power of GPUs to the "connectivity bottleneck"—the challenge of moving massive amounts of data between thousands of processors without overwhelming power grids. At the heart of this transition [...]
In a definitive validation of its transformation from a legacy telecommunications vendor to a linchpin of the artificial intelligence revolution, Ciena Corporation (NYSE: CIEN) officially rejoined the S&P 500 Index on Monday, February 9, 2026. The move, announced by S&P Dow Jones Indices earlier in the week, marks
Shares of STMicroelectronics (NYSE: STM) skyrocketed on Monday after the European semiconductor giant announced a sweeping, multi-year strategic partnership with Amazon Web Services, a subsidiary of Amazon.com, Inc. (NASDAQ: AMZN). The deal, valued at several billion dollars, positions STMicroelectronics as a primary provider of specialized semiconductors for Amazon’s
In a move that has recalibrated the scale of the global technology arms race, Amazon.com, Inc. (NASDAQ:AMZN) stunned Wall Street this week by announcing a massive $200 billion capital expenditure guidance for 2026. This unprecedented figure, aimed squarely at securing dominance in generative AI and satellite infrastructure, represents
In a X post, Black said that he’s bullish on big technology names despite the market concern over massive capital expenditures planned for 2026, outlining three major reasons for his stance.
In a historic session for Wall Street, shares of Nvidia (NASDAQ:NVDA) surged more than 8% on Friday, February 6, 2026, breathing new life into the global technology trade. The rally was ignited by a high-stakes television appearance by CEO Jensen Huang, who declared that the demand for artificial intelligence
