Technology


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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Nvidia, Circle Internet, Coinbase, GoDaddy, Lowe’s, Axon, First Solar, and More Stock Market Movers

Investors are gearing up for Nvidia’s fourth-quarter earnings, which could put an end to a series of AI-linked selloffs.

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3 Reasons L3 Harris and Other Defense Stocks Are Taking a Hit

Defense stocks are getting hammered, illustrating how even powerful rallies can be interrupted.

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Tesla Is Up. But an Analyst Calls the AI Robot Opportunity a ‘Delusion.’

Everyone agrees that robots are big for Tesla stock. Not everyone agrees on how successful the EV maker’s pivot into “physical AI” applications will be.

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Software Isn’t Dead Yet. These Stocks Could Rally First.

Software stocks are in bear market territory with some of the industry’s biggest names about to report earnings. What to expect next.

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GoDaddy Is the S&P 500’s Worst Performer After Earnings

GoDaddy shares have slumped in 2026, and analysts have questions regarding the company’s new go-to-market strategy.

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Buy Oracle Stock, Analyst Says. Here’s Why.

Oppenheimer & Co upgrades Oracle stock to Outperform and issues a $185 price target in a research note Wednesday.

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IBM Stock Got Crushed by AI Worries. Analysts See Reasons for Hope.

IBM stock suffered its worst single-day percent decrease since 2000 after Anthropic touted new capabilities of its Claude Code tool.

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Stock Market Wants an Earnings Blowout From Nvidia. It Could Make Things Worse.

Nvidia’s earnings are good for some stocks but not all of them.

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Netflix’s Warner Deal May Be Dead. Why the Streamer Should Make a ‘Graceful Exit.’

The most likely outcome is that Netflix will walk away from the bidding war. That’s good news for its shareholders.

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HP Earnings Beat Expectations. Why the Stock Is Dropping.

Earnings were higher than expected.

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Workday Earnings Beat Estimates. Why the Stock Is Tanking.

Workday stock was down over 50% during the past year, while the S&P 500 index rose by 15%.

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Axon Stock Surges. How This Taser Maker Is Getting an AI Boost.

Tasker maker reports strong earnings and says it will pivot into AI services.

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Market AI Fears Ease. Nvidia, DeepSeek, Anthropic Could Reignite the Panic.

Meta strikes a deal to buy AMD chips, Trump’s State of the Union address, Alcoa’s plans to cash in on AI, and more news to start your day.

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Paramount Raises Offer for Warner Bros. What Happens Now.

Paramount has made a revised offer for Warner Bros. Discovery. For now, Warner is still backing its deal with Netflix.

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Review and Preview: On Claude Nine

Markets staged a partial comeback after Anthropic said it was looking to maximize partnerships over conflict. Plus, what to expect in tonight’s State of the Union address.

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Google Bets Big on a Novel Technology—Iron Batteries

Iron-air batteries can supply a steady supply of energy for 100 hours, far longer than competing batteries for data centers.

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BWX Technologies’ Stock Jumps. Its Nuclear Business Is Growing.

BWX Technologies announced fourth-quarter earnings per share of $1.08 from sales of $885.6 million.

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AMD, Hims & Hers, Keysight, IBM, Kratos, Vir Biotechnology, Whirlpool, and More Stock Market Movers

Advanced Micro Devices rallies after the chip maker unveils a multiyear deal to supply computing power to Meta Platforms.

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Nvidia Stock Reacts After AMD, Meta Deal. Why Wall Street Is Bullish Ahead of Earnings.

The chip maker’s rival AMD announced a multi-year partnership with Meta on Tuesday.

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Tesla Is Suing California, Says Report. What It Means for the Stock.

Tesla and California have a strained relationship. A lawsuit over advertising is just the latest example.

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AMD Stock Surges After Chip Deal With Meta. Too Bad About the Warrants.

Advanced Micro Devices stock jumped in early trading Tuesday after the chip maker agreed to a long-term deal with Meta Platforms.

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Anthropic Unveils New Claude Tools. Software Stocks Rise.

The artificial-intelligence start-up shows off its chatbot’s latest capabilities during a virtual event Tuesday. Stock markets have been impacted by AI disruption fears.

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Apple Vowed to Boost U.S. Manufacturing. The Mac Mini Will Be Built in This City.

Apple will be expanding factory operations in Houston.

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IBM Stock Had Its Worst Day in 25 Years Over AI Disruption Fears. What Comes Next.

The selloff of IBM began after Anthropic announced that its Claude Code tool could automate the modernization of COBOL.

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