Gene Munster said Apple's brief stock dip following reports of further Siri delays is temporary, arguing that Apple Intelligence still offers long-term "optionality" value for investors despite testing setbacks and a potentially shifting 2026 launch timeline.
As Amazon, Microsoft, Meta, Tesla, Apple and Google ramp up nearly $700 billion in AI-driven capital expenditures, Futurum CEO Daniel Newman argues that Nvidia could capture 40% to 50% of that spending, positioning it as the biggest immediate beneficiary of Big Tech's AI buildout ahead of its upcoming earnings report.
The artificial intelligence super-cycle, which has propelled equity markets to record highs for over three years, hit a significant roadblock on February 11, 2026. In a day characterized by high-volume selling and a sharp pivot in investor sentiment, the tech-heavy Nasdaq Composite plunged 3.8%, marking its worst single-session performance
The global financial markets are currently reeling from the "Warsh Shock," a violent repricing of risk that has seen the 10-year Treasury yield surge past the critical 4.5% threshold. This dramatic move follows the nomination of Kevin Warsh to succeed Jerome Powell as Chair of the Federal Reserve on
WASHINGTON D.C. — In a sweeping transformation of the federal government not seen in decades, the Office of Budget, Balance, and Bureaucratic Accountability (OBBBA) has initiated a massive "operational efficiency" review, marking the formal beginning of what Wall Street is calling the "Great Regulatory Purge." This aggressive restructuring, authorized under
As of February 11, 2026, the global economy is navigating the aftershocks of a geopolitical standoff that nearly dismantled the post-war trade order. The "Greenland Tariff Escalation," a high-stakes diplomatic confrontation sparked by the United States’ aggressive pursuit of the world’s largest island, has shifted from an imminent trade
In a historic session that has redefined the boundaries of the precious metals market, spot gold surged to a fresh all-time high of $5,087.10 on February 11, 2026. This monumental ascent past the $5,000 psychological barrier marks a watershed moment for global finance, driven by an aggressive
Sustainable ingredients producer Darling Ingredients (NYSE:DAR) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 20.6% year on year to $1.71 billion. Its GAAP profit of $0.35 per share was in line with analysts’ consensus estimates.
The U.S. labor market delivered a jarring "double-take" to investors on February 11, 2026, as the Department of Labor released a January jobs report that was simultaneously robust and sobering. US employers added a surprising 130,000 jobs in the first month of the year, crushing the consensus forecast
Tech stocks have been under pressure amid concerns over hyperscalers' AI spending spree and selloff in software stocks. Will tech stocks bounce back, or should you sell them instead?
Shares of e-commerce platform Shopify (NYSE:SHOP) fell 13.1% in the afternoon session after the company reported strong fourth quarter results, with the stock's reaction suggesting expectations were high ahead of the announcement.
Shares of agriculture products company SiteOne Landscape Supply (NYSE:SITE) jumped 8.8% in the afternoon session after the company reported fourth-quarter 2025 earnings that significantly beat analyst expectations on profitability, even as revenue slightly missed. Fourth-quarter revenue grew 3.2% year-over-year to $1.05 billion, just shy of Wall Street's estimates. However, the company posted a smaller-than-expected GAAP loss of $0.20 per share, which was 35% better than the consensus forecast. Adjusted EBITDA of $37.6 million also comfortably surpassed expectations. Investors appeared to focus on the strong quarterly profit beat, overlooking weaker-than-expected guidance for full-year 2026 adjusted EBITDA.
In a landmark procedural victory for the second Trump administration, the U.S. House of Representatives has decisively rejected a multi-pronged effort to block or stall the President’s aggressive new tariff regime. The vote, which took place in early February 2026, effectively clears the legislative path for the "Trade
As of February 11, 2026, the marble halls of the Marriner S. Eccles Federal Reserve Building are at the center of a constitutional and economic tug-of-war that has not been seen in over seventy years. With Chairman Jerome Powell’s second term as Chair set to expire on May 15,
February 11, 2026 — The global economy has entered a precarious state of divergence. As of this week, China continues to battle a relentless deflationary cycle, marked by the 41st consecutive month of falling producer prices. This "exported deflation" is flooding international markets with low-cost goods, yet for the American consumer,
The American economy finds itself balanced on a precarious ledge as of early 2026. New data from the Federal Reserve Bank of New York reveals that total U.S. household debt has surged to a staggering $18.8 trillion, a record high that reflects the growing reliance of American families
Today’s date is February 11, 2026. Introduction AppLovin Corporation (NASDAQ: APP) stands at a critical crossroads as it prepares to report its fourth-quarter and full-year 2025 earnings results today. Once viewed as a niche player in the mobile gaming space, the company has undergone one of the most aggressive and successful corporate transformations in recent [...]
