As of February 18, 2026, the long-predicted "Great Sector Rotation" has finally arrived with a vengeance, fundamentally altering the landscape of the U.S. equity markets. For years, the "Magnificent Seven" and a handful of AI-driven software giants dominated investor portfolios, pushing market-cap-weighted indices to dizzying heights while leaving the
As the sun sets on February 18, 2026, the global retail landscape is bracing for what could be a defining moment in the "membership wars." Tomorrow morning, Walmart (NYSE: WMT) is scheduled to release its fourth-quarter fiscal year 2026 earnings report, and the stakes have never been higher. Having recently
As the global financial markets prepare for the most anticipated corporate event of the year, all eyes are on Nvidia (NASDAQ:NVDA). On February 25, 2026, the semiconductor titan is scheduled to report its fiscal 2026 fourth-quarter earnings, a report that is expected to serve as a definitive health check
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
In a move that signals a tectonic shift in the American energy and industrial landscape, SB Energy, a subsidiary of the Japanese conglomerate SoftBank Group Corp. (OTCPK:SFTBY), has announced a massive $33 billion natural gas-fired power facility in Portsmouth, Ohio. Dubbed the "Portsmouth Powered Land Project," the facility is
In a landscape where the "AI tax" has begun to weigh heavily on the balance sheets of Silicon Valley’s elite, Meta Platforms (NASDAQ: META) has emerged as the clear frontrunner in the race to monetize artificial intelligence. Reporting its fourth-quarter 2025 earnings in late January 2026, the social media
The era of "growth at any cost" in the artificial intelligence sector met a harsh reckoning on January 29, 2026. Following its Q2 FY2026 earnings report, Microsoft Corp. (NASDAQ: MSFT) saw its stock price plunge 11% in a single trading session, wiping out a staggering $357 billion in market capitalization.
In a move that has sent shockwaves through the technology sector and broader financial markets, Alphabet Inc. (NASDAQ: GOOGL) has unveiled a staggering $180 billion capital expenditure plan for 2026. This massive investment, primarily aimed at fortifying its artificial intelligence infrastructure, represents a near-doubling of the company's 2025 spending and
The Pixel 10a is part of the company’s A-series that brings many of Google’s AI tools at a more affordable price point compared to the Pixel 10 series.
While Klarman was loading up on shares of e-commerce and cloud infrastructure service titan Amazon, he was sending shares of a trillion-dollar competitor to the chopping block.
Waymo told Congress it has never remotely driven its robotaxis on U.S. roads, defending its use of overseas support staff while lawmakers question safety and national security risks tied to remote assistance operations.
