Shares of Nvidia fell on Friday, while rival Advanced Micro Devices rallied after Arista Networks CEO Jayshree Ullal said her company is shifting some workloads. Ullal said that a year ago about 99% o
AI-fueled semiconductor surge and record defense backlogs position sectors like technology and defense for potential outperformance in 2026.
One company dominates the AI chip market, and that will help it record terrific growth over the next five years. The other growth stock is up more than 180% in the past six months, and favorable end-m

2 AI Stocks That Could Go Parabolic

01:50pm, Friday, 13'th Feb 2026
Nvidia stands to benefit disproportionately from what its CEO calls "the largest infrastructure buildout in human history.” Nvidia's transition to selling rack-scale solutions instead of standalone
Michael Burry has been erratically going bearish on the market multiple times in the past few years, but this time, he might have hit the nail on the head. Palantir (NASDAQ: PLTR) has cratered from it

AI firms like OpenAI seek Nvidia alternatives

12:37pm, Friday, 13'th Feb 2026
CNBC's Deirdre Bosa reports on news regarding OpenAI's new chip diversity model, how that impacts Nvidia, and more.

CPI Increased in Line With Expectations

12:21pm, Friday, 13'th Feb 2026
As far as economic reports go, the good news just keeps on coming. Seemingly running on a separate track from investor fears about AI's future role in the economy, today's latest inflation read came i
The AI infrastructure arms race has reached a staggering scale. Hyperscalers are collectively pouring approximately $700 billion into AI CapEx in 2026.
Insights from Frank Sands (Trades, Portfolio)' Fourth Quarter 2025 13F Filing Frank Sands (Trades, Portfolio) recently submitted the 13F filing for the fourth
Nvidia is the leader in AI hardware with rapidly growing revenue and EPS. Amazon missed earnings but remains incredibly strong fundamentally.
Most emerging market ETFs are built around the same assumption: that China's economy and equity markets will drive returns for decades.
Stocks were little changed at the open Friday after a crucial inflation report showed prices rose less than expected last month.
Nvidia stock (NASDAQ: NVDA) slid on Friday as traders locked in gains after a strong stretch that had once again made the AI-chip leader a consensus “crowded” winner. The move came as part of a br
NVDA's booming data center unit, fueled by AI demand and Blackwell shipments, may power the company to achieve its $65B Q4 revenue target.
Major US stocks are looking to make a move on Friday, as we continue to see risk appetite fluctuate.
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