Earnings
Broadcom (AVGO) shares moved higher after the semiconductor giant reported strong quarterly results driven by surging artificial intelligence chip demand and issued a stronger-than-expected revenue outlook for the next quarter.
Business Trends
Pinterest (PINS) shares climbed after activist investor Elliott Investment Management committed $1 billion in fresh capital, helping fund a new $3.5 billion share repurchase program.
Earnings
Nvidia (NVDA) shares dropped sharply even after delivering stronger-than-expected fourth-quarter results and issuing robust guidance, as broader AI trade concerns weighed on market reaction.
Innovation & Tech
AMD (AMD) stock surged after announcing a multiyear agreement with Meta (META) to supply up to 6 gigawatts of AI computing power, including a performance-based equity component that could give Meta up to a 10% stake.
Earnings
Walmart (WMT) delivered a solid fourth quarter with a dividend hike and a $30 billion buyback, but cautious guidance kept shares muted. Wayfair (W) fell despite an earnings beat, as softer trends and a non-adjusted loss weighed on investor sentiment.
Earnings
DoorDash (DASH) missed fourth-quarter earnings and revenue estimates, sending shares lower initially. However, strong gross order value growth and upbeat first-quarter guidance helped the stock rebound, highlighting investor focus on demand trends and long-term platform strategy.
Earnings
Palo Alto Networks beat second-quarter estimates, but weaker earnings guidance and margin pressure tied to acquisitions weighed on shares despite stronger revenue projections.
Innovation & Tech
Palantir relocates its headquarters to Miami amid a broader tech migration, while Infosys stock gains after announcing an AI partnership with Anthropic, highlighting shifting dynamics in the software and AI services sector.
Innovation & Tech
Microsoft and Nvidia face volatility as investors weigh AI-driven cloud growth against rising capital expenditures and broader sector disruption concerns.
Innovation & Tech
Alibaba and Baidu shares fell after being briefly added to a Pentagon list of firms allegedly aiding China’s military, underscoring how geopolitical headlines and AI competition are shaping stock market reactions in Chinese tech.
Earnings
Rivian (RIVN) stock jumped after reporting improved gross profit, narrowing losses, and strong 2026 delivery guidance, while analysts offered mixed views on execution risks and the upcoming R2 launch.
Earnings
Instacart (CART) topped fourth-quarter estimates with 14% GTV growth and strong 2026 guidance, easing concerns about competition and AI disruption as enterprise expansion and advertising momentum supported results.