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 Dow Jones Industrial Average has reached a summit once thought to be years away, officially crossing the 50,000-point threshold in a historic trading session on February 6, 2026. This milestone represents more than just a psychological victory for Wall Street; it serves as a definitive signal that the
Today, February 11, 2026, GlobalFoundries (NASDAQ: GFS) finds itself at the center of the semiconductor narrative following a high-stakes Q4 2025 earnings release that has sent ripples through the industry. Despite a broader climate of cautious tech spending, the Malta, New York-based foundry delivered a significant "beat and raise" on profitability, underscored by a fresh [...]
Shares of analog chips maker onsemi (NASDAQ:ON)
jumped 3.1% in the afternoon session after the company reported mixed fourth-quarter results where earnings per share beat analyst estimates, but revenue guidance for the upcoming quarter fell short. The analog chip maker posted an adjusted EPS of $0.64, beating the consensus estimate of $0.62. Revenue came in at $1.53 billion, in line with expectations but representing an 11.2% decline from the previous year. However, the positive earnings surprise was tempered by the company's forecast for the first quarter, which projected both revenue and earnings below Wall Street's projections. Despite the weak outlook, investors appeared to focus on the better-than-expected profit and a strong free cash flow margin of 31.7% for the quarter. The stock's rally represented a significant reversal from an initial 4.6% drop immediately following the earnings release, suggesting a shift in sentiment as the market digested the full report.
As of February 10, 2026, NVIDIA Corporation (NASDAQ: NVDA) stands not just as a semiconductor manufacturer, but as the foundational architect of the global intelligence economy. With a market capitalization hovering between $4.3 trillion and $4.6 trillion, the company has eclipsed traditional tech titans to become the most valuable enterprise in the world. The current [...]
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 move that signals the end of the "asset-light" era for quantum computing, IonQ (NYSE: IONQ) has announced a definitive $1.8 billion acquisition of SkyWater Technology (NASDAQ: SKYT), effectively transforming itself into the industry’s first vertically integrated quantum powerhouse. The deal, finalized in the early weeks of
As the global technology sector braces for the upcoming earnings season, all eyes are fixed on NVIDIA (NASDAQ: NVDA), which is scheduled to report its fourth-quarter and full-year fiscal 2026 results on February 25, 2026. With less than three weeks to go, a wave of bullish sentiment has swept across
CAMBRIDGE, UK — In a market once defined by its dominance in the pockets of billions, Arm Holdings (NASDAQ: ARM) has officially completed its migration from the palm of the hand to the heart of the cloud. Following its third-quarter fiscal 2026 earnings report on February 6, the British chip designer
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
Date: February 9, 2026 Introduction As the global economy grapples with the transformative shifts of the mid-2020s, the "AI gold rush" has moved beyond the chip designers and into the ultra-precise world of semiconductor manufacturing equipment. At the heart of this transition is Lam Research (Nasdaq: LRCX), a Silicon Valley stalwart that has reinvented itself [...]
