Technology


Dell Technologies Stock Jumps on Strong Earnings. AI Demand Boosts Revenue.

Revenue for AI-optimized servers was $8.95 billion in the quarter, a 342% increase from the prior year.

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Bitcoin, Ethereum, XRP Fall as Cryptos Unwind Gains. Blame Nvidia.

The price of major cryptocurrencies fell as tech stocks suffered a leg-down following Nvidia earnings report.

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IonQ Stock Jumps 22% on Earnings. Quantum Pure Play Is at ‘Inflection Point,’ CEO Says.

Quantum-computing company IonQ beats fourth-quarter revenue estimates and guides well above Wall Street’s expectations for 2026, even as losses widen.

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D-Wave Quantum Stock Rises on Earnings. A Revenue Miss Doesn’t Seem to Matter.

D-Wave Quantum trims back its losses in its latest quarter and points to strength in customer orders.

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Nvidia, Sandisk, Paramount, IonQ, D-Wave Quantum, J.M. Smucker, Celsius, and More Stock Market Movers

Nvidia tumbles after the chip maker’s fourth-quarter earnings fail to assuage investors’ concerns over artificial-intelligence disruption.

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Warner Bros. Earnings Report Falls Short. What It Means for the Netflix Takeover Saga.

Netflix’s bidding war with Paramount could come down to what investors think Warner’s cable assets are worth.

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Schneider Electric Stock Jumps on Strong Earnings and AI Data Center Growth

Schneider Electric reported record quarterly sales and strong 2026 guidance, boosted by surging demand from AI data centers.

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Tesla Stock Falls. What Nvidia’s Earnings Mean for the EV Maker’s Robots.

Nvidia and Tesla shares were surprisingly calm after Nvidia’s closely watched fourth-quarter earnings report.

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Nvidia’s Market Cap Posts Biggest Drop Since March 2025—Despite Blowout Earnings

The chip maker was getting a ton of praise, but shares failed to catch fire.

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Intuit Guidance Misses Estimates. CEO Says AI Isn’t a Threat.

“Pretty much across the company we performed well,” Intuit CEO Sasan Goodarzi told Barron’s.

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MP Materials Is Lifting Output of Rare-Earth Magnets. This Is Where.

Rare earth company MP Materials has selected the location for its next rare-earth magnet making facility.

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Time for Investors to Get Defensive. Sell Staples and Buy Healthcare.

The market is shaky, software stocks have gone off a cliff, and semiconductor stocks are giving back some of their gain. It’s time to tweak your portfolio.

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Salesforce Stock Rises After Earnings. Has Software Hit Bottom?

Salesforce’s fourth-quarter results and strong AI momentum are giving investors renewed confidence that beaten-down software stocks may be finding a floor.

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Software’s Slump May Be Over. Microsoft, ServiceNow Stock Charts Scream ‘Buy.’

Technical indicators point to a turnaround in favor of shares in the sector.

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AI and Tech Stocks Are in Trouble. Look to These Other Sectors, Says This Veteran Strategist.

After 40 years in the investment business, Jim Paulsen now pens a popular Substack newsletter. He sees a new bull market forming in long-neglected stocks, like small-caps.

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The Stock Market Really Didn’t Get What It Needed From Nvidia Earnings

Nvidia isn’t boosting stock markets Thursday despite the artificial-intelligence chip maker’s impressive earnings beat.

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C3.ai Stock Drops 17% on Another Rough Earnings Report. The CEO Has More Work to Do.

Management reported a slide in total revenue and a bigger loss than expected.

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Baidu Stock Is Falling. The AI Boom Can’t Fix This Problem.

Weak advertising spending dragged down the Chinese search-engine provider’s profit and revenue.

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Nutanix Stock Jumps. AMD Strikes AI Deal in Wake of Meta Tie-Up.

The chip maker enjoyed a boost from its partnership with Meta Platforms, and now it's helping lift Nutanix.

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Salesforce Earnings Were Finally Good Enough for the Stock

Salesforce reported better-than-expected fourth-quarter financials.

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Trade Desk Stock Falls After Downgrade. Why the Slump Is Getting Even Worse.

Trade Desk stock falls after reporting discouraging sales growth forecasts.

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AI Will Create Big Winners—and Losers. What Earnings Tell Us About the Divide.

Salesforce’s outlook underwhelms, Paramount’s Ellison sees Warner Bros. as growth ‘accelerant,’ tax experts skeptical Trump’s tariffs can replace income taxes, and more news to start your day.

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Snowflake Stock Loses Steam After Earnings Beat

Quarterly revenue of $1.28 billion outpaced analysts’ expectations.

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Review & Preview: Recovery Mode

After another AI panic early this week, investors are back to buying risk, momentum, and tech. Plus, Nvidia’s big night.

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Circle Internet Stock Surges After Earnings. What Crypto Worries?

The issuer of the USDC stablecoin posts better-than-expected earnings and revenue for the fourth quarter.

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