Feb 20, 2026
Buffett’s Berkshire dumped the bulk of its AMZN stake but held onto GOOGL, signaling a vote of confidence in Google’s AI and cloud strategy. The filings also reveal a new NYT position and continued trimming of Apple.
Feb 19, 2026
Executives halted automated sell plans and insiders bought shares, signaling confidence in ServiceNow’s pivot to an AI "control tower." With massive free-cash-flow margins and a $2B accelerated buyback, leadership is betting fundamentals will outlast the SaaSpocalypse panic.
Feb 18, 2026
An overreaction to debt and profit-taking has pushed Oracle below key support. An AI‐fueled backlog, data‐center buildout and upcoming earnings could spark a generational rebound.
Feb 17, 2026
Short-focused ETFs such as BITI (-1x), SBIT (-2x) and Ether short SETH let traders profit when crypto tumbles. But daily resets, steep fees and liquidity risks mean they're best for active, risk-tolerant investors.
Feb 16, 2026
Funds like BITI (-1x) and SBIT (-2x), plus Ether-focused SETH, let investors bet on crypto declines. They reset daily, carry high fees and liquidity risk, and are suited only for active, risk-tolerant traders.
Feb 15, 2026
Revenue surged nearly 550% as Nebius races to expand AI cloud capacity, but heavy capex and build-out costs dented Q4 results. Analysts remain cautiously upbeat — growth outlook intact, though execution, financing and high short interest pose risks.
Feb 14, 2026
Coca‐Cola held its 2026 targets, Robinhood is leaning into prediction markets despite a revenue miss, and Duke Energy boosted growth with a massive cap‐ex plan. Here’s what each report means for investors.
Feb 13, 2026
Enterprise migrations of SQL and legacy workloads to Azure are generating predictable, high‐margin recurring revenue that underpins Microsoft's cloud business. AI grabs the headlines, but migrations are the steady engine funding growth and cushioning near‐term margin pressure.
Feb 12, 2026
Paramount Skydance sweetens its hostile $30 offer with a ticking fee—adding 25¢ per share each quarter after Dec. 31, 2026—and pledges to cover the $2.8B breakup fee owed to Netflix. The move shifts regulatory delay risk onto the buyer and raises the stakes for Warner Bros. Discovery shareholders.
Feb 11, 2026
IPO lifts Once Upon A Farm toward a $1B market cap — its celebrity-backed brand, tech-like growth and proprietary cooler network create a rare CPG moat, but strategic cash burn leaves valuation questions.
Feb 10, 2026
Sentiment-driven selling has pushed MNDY to multi-year lows despite strong Q4 revenue and improving enterprise retention. With institutions accumulating and valuations depressed, downside looks limited and a meaningful rebound is possible — timing remains uncertain.
Feb 9, 2026
Huge CapEx raises from Google and Meta point to stronger demand for Broadcom’s AI chips — turning recent share weakness into a potential buying opportunity.
