In a move that has sent shockwaves through both the Silicon Valley tech scene and the skyscrapers of Manhattan, Electronic Arts (NASDAQ: EA) is set to depart the public markets in a landmark $55 billion take-private acquisition. The deal, spearheaded by a powerhouse consortium including Saudi Arabia’s Public Investment
The semiconductor industry has entered 2026 in a state of "High-Stakes Paradox," where historic revenue peaks driven by a $650 billion artificial intelligence infrastructure buildout are being tempered by acute supply chain chokepoints and a widening divide between high-performance computing and the struggling automotive sector. As of February 13, 2026,
As of mid-February 2026, the initial euphoria that surrounded the "Generative AI" boom of 2023 and 2024 has curdled into a structural "AI Anxiety" among the world's legacy technology giants. No longer is the market satisfied with promises of future productivity; investors are now demanding immediate returns on massive capital
The speculative fervor that once propelled artificial intelligence (AI) software to dizzying heights has met its match: the laws of physics. In early 2026, a profound rotation is sweeping through global markets as investors pivot from "disembodied" software applications to the "Physical Bottleneck" of AI—the massive infrastructure of chips,
As the midstream energy sector enters a transformative new era defined by artificial intelligence and a national "energy dominance" mandate, all eyes are on Energy Transfer (NYSE: ET) as it prepares to unveil its fourth-quarter and full-year 2025 financial results on Tuesday, February 17, 2026. The Dallas-based pipeline giant finds
The U.S. financial landscape shifted decisively on February 13, 2026, as the Bureau of Labor Statistics released a Consumer Price Index (CPI) report that showed inflation cooling more rapidly than market analysts had anticipated. The headline January CPI rose at an annual rate of 2.4%, a notable deceleration
Filtration products manufacturer Atmus Filtration Technologies (NYSE:ATMU) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 9.8% year on year to $446.6 million. Its GAAP profit of $0.58 per share was 4.4% above analysts’ consensus estimates.
Fast-food chain Wendy’s (NASDAQ:WEN) reported Q4 CY2025 results exceeding the market’s revenue expectations, but sales fell by 5.5% year on year to $543 million. Its non-GAAP profit of $0.16 per share was 10.4% above analysts’ consensus estimates.
Biotechnology company Moderna (NASDAQ:MRNA) beat Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 29.8% year on year to $678 million. Its GAAP loss of $2.11 per share was 18.9% above analysts’ consensus estimates.
Real estate brokerage and services firm Marcus & Millichap (NYSE:MMI) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 1.6% year on year to $244 million. Its GAAP profit of $0.34 per share was 58.1% above analysts’ consensus estimates.
Microsoft AI CEO Mustafa Suleyman forecasted that within the next two years desk-bound tasks will be swallowed by AI.
Meanwhile, Anthropic is warning that their latest Claude models could be used for
On February 11, 2026, Meta Platforms Inc. (NASDAQ: META) officially broke ground on a sprawling $10 billion data center campus in Lebanon, Indiana, marking a monumental shift in the company’s infrastructure strategy. The 1-gigawatt (1GW) facility, situated within the state’s burgeoning LEAP Research and Innovation District, is designed
