Meta Platforms, Inc. - Class A Common Stock (NQ:META)

The Trillion-Parameter Workhorse: How NVIDIA’s Blackwell Architecture Redefined the AI Frontier

February 02, 2026

As of February 2, 2026, the artificial intelligence landscape has reached a pivotal milestone, driven largely by the massive industrial deployment of NVIDIA’s Blackwell architecture. What began as a...

The landscape of digital creation has reached a fever pitch as Meta Platforms Inc. (NASDAQ: META) fully integrates its revolutionary "Movie Gen" suite across its global ecosystem of nearly 4 billion...

Topics Artificial Intelligence Economy

The Social Cinema Era: How Meta’s Movie Gen is Redefining the Digital Content Landscape

February 02, 2026

On February 10, 2025, the narrative of the "Magnificent Seven" faced its most significant stress test to date. While the broader technology sector enjoyed a robust rally fueled by artificial...

Topics Artificial Intelligence Economy

The Magnificent Mismatch: Tesla Stumbles as AI Giants Propel Markets to Record Highs

February 02, 2026

The Era of Deliberation: How OpenAI’s ‘o1’ Reasoning Models Rewrote the Rules of Artificial Intelligence

Topics Artificial Intelligence Electric Vehicles Stocks

February 02, 2026

As of early 2026, the landscape of artificial intelligence has moved far beyond the era of simple "next-token prediction." The defining moment of this transition was the release of OpenAI’s "o1"...

The Facebook parent reported one big surprise in its earnings report, and it's not what you might expect.

Topics Artificial Intelligence

1 Big Surprise From Meta Platforms' Earnings ↗

February 02, 2026

The Silicon Architect: Ricursive Intelligence Secures $300 Million to Automate the Future of Chip Design

February 02, 2026

In a move that signals a paradigm shift for the semiconductor industry, Ricursive Intelligence announced today, February 2, 2026, that it has closed a massive $300 million Series A funding round. The...

The Streak that Defined a Tech Era: Revisiting Meta’s Historic 16-Day Rally One Year Later

Topics Artificial Intelligence

February 02, 2026

The financial community is pausing to reflect on a pivotal anniversary that fundamentally reshaped the "Magnificent Seven" power dynamic. Exactly one year ago, Meta Platforms (NASDAQ: META) concluded a...

In a move that underscores the sheer scale of the ongoing generative artificial intelligence revolution, Taiwan Semiconductor Manufacturing Company (NYSE:TSM) has officially announced a record-breaking...

Topics Artificial Intelligence

The Silicon Throne: TSMC’s Record $56B Bet on the Future of Artificial Intelligence

February 02, 2026

Nasdaq Defies Tariff Tensions: Tech Giants Lead Market Rebound Amid 'Wait and See' Trade Posture

Topics Artificial Intelligence Economy

February 02, 2026

On February 10, 2025, the U.S. stock market staged a resilient recovery, shaking off a weekend of aggressive trade rhetoric from the White House. Leading the charge was the tech-heavy Nasdaq Composite,...

Micron's more than quadrupled in price already, and its run is not yet done.

Topics Artificial Intelligence Economy Electric Vehicles

Why Micron Stock Popped Again Today ↗

February 02, 2026

Apple's surging iPhone sales and Berkshire's $378 billion cash hoard make a nice pair as an anchor for my portfolio in 2026.

Why These 2 Stocks Remain My Top Stocks to Buy for 2026 and Beyond ↗

February 02, 2026

The chip giant's path to success is worth knowing.

Topics Artificial Intelligence

Nvidia: The Story Behind the Most Watched Company on Earth ↗

February 02, 2026

The financial landscape shifted on January 30, 2026, when President Donald Trump officially nominated Kevin Warsh to succeed Jerome Powell as the next Chairman of the Federal Reserve. The announcement,...

Topics Artificial Intelligence

Warsh-ing Away the Powell Era: Markets Brace for a New Monetary Regime

February 02, 2026

The digital advertising and cloud infrastructure sectors are witnessing a historic recalibration following a "monster" quarterly report from Meta Platforms Inc. (NASDAQ:META), which has sent ripples of...

Topics Bonds Economy Government

Meta's Massive AI Spend and Ad Surge Set a Bullish Stage for Alphabet’s 2026 Outlook

February 02, 2026

In a move that caught Wall Street's aggressive easing bulls off guard, the Federal Reserve maintained its benchmark interest rate at 3.5% to 3.75% during its January 2026 meeting, signaling a stark...

Topics Artificial Intelligence Economy Lawsuit

The One-Cut Conundrum: Powell Signals Hawkish 'Hold' at 3.5% as S&P 500 Breaches 7,000

February 02, 2026

REDMOND, WA — In a stark reminder that even the titans of the "Magnificent Seven" are not immune to the gravity of market expectations, Microsoft Corp. (NASDAQ: MSFT) saw its shares plummet 10.1% on...

Topics Artificial Intelligence Economy Stocks

Microsoft Shares Tumble 10% as Azure Growth Hits AI Infrastructure Wall

February 02, 2026

MENLO PARK, CA — In a definitive display of how artificial intelligence can transform a bottom line, Meta Platforms Inc. (NASDAQ: META) shares surged 10% following the release of its fourth-quarter...

Topics Artificial Intelligence

Meta’s AI Engine Roars: Q4 Earnings Surge Justifies Massive Infrastructure Bet

February 02, 2026

Shares of the powerful social media enterprise have been on a winning streak.

Topics Artificial Intelligence

1 Prediction for Meta Platforms in 2026 ↗

February 02, 2026

The Great AI Decoupling: Why the ‘Magnificent Seven’ Are No Longer Trading in Lockstep

Topics Artificial Intelligence

February 02, 2026

The era of the "Magnificent Seven" trading as a monolithic block of tech-driven growth appears to have come to an end during the January 2026 earnings season. What was once a rising tide that lifted...

In a resounding victory for the "efficiency-first" corporate mandate of 2025, the U.S. Bureau of Labor Statistics reported this morning that nonfarm business sector productivity surged by a staggering...

Topics Artificial Intelligence

Efficiency Era: US Productivity Surges 4.9% in Q4, Defusing the Inflation Time Bomb

February 02, 2026

Oracle’s $50 Billion 'Stargate' Gambit: A High-Stakes Transformation into an AI Hyperscale Titan

Topics Artificial Intelligence Economy World Trade

February 02, 2026

Oracle Corporation (NYSE: ORCL) has sent shockwaves through the financial and technology sectors by announcing a massive $50 billion capital-raising plan for the 2026 calendar year. This unprecedented...

Microsoft’s $400 Billion Reality Check: AI Spending Surge and Azure Slowdown Send Shares Tumbling

Topics Artificial Intelligence Bonds Economy

February 02, 2026

The promise of the artificial intelligence revolution met a harsh reality on Wall Street this week as Microsoft Corp. (Nasdaq: MSFT) saw its shares plummet by more than 6%—and as much as 10% in...

Meta Platforms Rockets 7% as Zuckerberg Bets $135 Billion on the Future of Superintelligence

Topics Artificial Intelligence Earnings Economy

February 02, 2026

In a definitive display of market dominance, Meta Platforms (NASDAQ:META) saw its shares surge over 7% in early trading on February 2, 2026, following a blowout fourth-quarter earnings report that...

As of early 2026, the artificial intelligence landscape is witnessing a seismic shift in how the world’s most powerful models are powered. While the industry spent years in the shadow of...

Topics Artificial Intelligence Earnings Economy

Broadcom’s Custom AI Silicon Boom: Beyond the Google TPU

February 02, 2026

As of February 2, 2026, the artificial intelligence industry has reached a pivotal milestone with the official finalization and commencement of mass production for the JEDEC HBM4 (JESD270-4) standard....

Topics Artificial Intelligence

HBM4 Standard Finalized: Merging Memory and Logic for AI

February 02, 2026

Investors were disappointed in the return on Microsoft's AI spending last quarter.

Topics Artificial Intelligence Economy Supply Chain

Microsoft Is Tanking. What's Behind the Decline? ↗

February 02, 2026

The company is a major, major utility company, signing deals with big investors in AI.

Topics Artificial Intelligence

Mag 7 Outlook: What Apple, Microsoft, Meta, and Tesla Just Told Us ↗

February 02, 2026

Via MarketBeat

Warsh’s Fed Pick Triggers a Metals Faceplant ↗

February 02, 2026

Via Chartmill

Topics Economy

This Utility Stock Could Be the Next Big AI Winner ↗

February 02, 2026