Microsoft (NQ:MSFT)

Investors are sending mixed messages about AI and software stocks.

Topics Artificial Intelligence Earnings

Ready to Get Greedy in the "SaaSpocalypse"? Check Out This Software ETF. ↗

February 12, 2026

The opening weeks of 2026 have etched a stark portrait of a "two-speed" economy. As of February 12, 2026, the S&P 500 continues to hover near the historic 7,000-point milestone, but the celebratory...

Topics Artificial Intelligence

The Great Divergence: AI and Energy Powerhouses Leave the Rest of the S&P 500 in the Dust

February 12, 2026

The $100 Billion Debt Tsunami: How the AI Infrastructure Race is Reshaping Corporate Credit

Topics Artificial Intelligence Economy Energy

February 12, 2026

The corporate credit markets have been hit by a historic "supply flood" as some of the world’s largest technology firms issued more than $100 billion in new debt during the opening weeks of 2026. This...

Earnings Resiliency: S&P 500 Profits Climb 8.4% as Fundamentals Justify Stretched Valuations

Topics Artificial Intelligence Bonds Economy

February 12, 2026

As the final results of the Q4 2025 earnings season trickle in this February 12, 2026, the S&P 500 has managed to navigate a treacherous path of high expectations and a tightening monetary narrative....

The Hidden Weakness in the Labor Market: How the 2025 Jobs Mirage Reshapes the 2026 Outlook

Topics Artificial Intelligence Economy Initial Public Offering

February 12, 2026

The U.S. labor market is facing a moment of profound reckoning as new data reveals that the economic engine of 2025 was far more sluggish than previously reported. On February 6, 2026, the Bureau of...

The Megadeal Resurgence: Bank of America Forecasts 2026 as the Year the 'Liquidity Logjam' Finally Breaks

Topics Artificial Intelligence Credit Cards Economy

February 12, 2026

Bank of America (NYSE:BAC) has released its highly anticipated 2026 M&A Outlook, signaling a transformative shift in the global deal-making landscape. After years of cautious maneuvering and high...

Following the release of a robust January jobs report that exceeded all Wall Street expectations, President Donald Trump has reignited his aggressive campaign against current Federal Reserve policy,...

Topics Artificial Intelligence Economy Initial Public Offering

The Tug-of-War: Trump Demands 'Lowest Rates' as Labor Market Defies Gravity

February 12, 2026

The enterprise software market is currently grappling with a seismic shift that many are calling the "Software Sector Apocalypse" or the "SaaSpocalypse." As of mid-February 2026, a massive rotation out...

Topics Bonds Economy Government

The 'SaaSpocalypse' Arrives: Why the Software Sector Is Facing a Brutal Reckoning

February 12, 2026

In a dramatic reversal of fortune that underscored the insatiable appetite for artificial intelligence infrastructure, shares of Micron Technology, Inc. (Nasdaq: MU) surged nearly 10% on February 11,...

Topics Artificial Intelligence ETFs Economy

Micron Shares Soar 10% as CFO Confirms HBM4 Volume Shipments and 2026 Sell-Out

February 12, 2026

The financial world experienced a seismic shift on January 30, 2026, when President Donald Trump nominated Kevin Warsh to succeed Jerome Powell as the Chair of the Federal Reserve. This move,...

Topics Artificial Intelligence Earnings Economy

The Warsh Revolution: A New Era of Productivity-Led Growth at the Federal Reserve

February 12, 2026

I Predicted Oracle Would Be the Hottest "Ten Titans" Stock to Buy in 2026, But the Growth Stock Is Already Down 27% This Year. Is Oracle Still a Buy? ↗

Topics Artificial Intelligence Bonds Economy

February 12, 2026

The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial intelligence (AI) investments.

Wall Street reached a monumental psychological and financial peak on January 28, 2026, when the S&P 500 Index surged to an all-time intraday high of 7,002.28. This historic breach marks the first time...

Topics Artificial Intelligence

S&P 500 Hits 7,000: The AI-Driven Breach of Wall Street's Most Formidable Ceiling

February 12, 2026

Nvidia and Microsoft rarely fall to these levels.

Topics Artificial Intelligence Derivatives Economy

The AI Sell-Off Created a Rare Buying Opportunity in These 2 Stocks ↗

February 12, 2026

The economic landscape of February 2026 has reached a definitive turning point, as the long-promised "AI dividend" finally manifests in hard macroeconomic data. After years of skepticism regarding the...

Topics Artificial Intelligence

The Great Decoupling: How AI-Driven Productivity Rescued the 2026 Global Economy

February 12, 2026

Shares of electronic equipment provider Vontier (NYSE:VNT) jumped 12.1% in the morning session after the company reported fourth-quarter 2025 results that significantly beat revenue expectations,...

Topics Artificial Intelligence Economy

Why Vontier (VNT) Stock Is Trading Up Today

February 12, 2026

Shares of aerospace and defense company Howmet (NYSE:HWM) jumped 8.9% in the morning session after it reported fourth-quarter 2025 financial results that surpassed analyst expectations and provided a...

Topics Artificial Intelligence Stocks

Why Howmet (HWM) Stock Is Trading Up Today

February 12, 2026

Shares of semiconductor maker Himax Technologies (NASDAQ:HIMX) fell 9% in the morning session after its fourth-quarter 2025 earnings report revealed significant weakness despite beating revenue...

Topics Stocks

Why Himax (HIMX) Shares Are Plunging Today

February 12, 2026

Shares of medical technology company Inspire Medical Systems (NYSE:INSP) fell 8.7% in the morning session after the company's weak full-year revenue guidance overshadowed its strong fourth-quarter...

Topics Government World Trade

Inspire Medical Systems (INSP) Stock Trades Down, Here Is Why

February 12, 2026

Shares of aerospace and defense company Curtiss-Wright (NYSE:CW) jumped 8.1% in the morning session after the company reported fourth-quarter 2025 results that beat analyst expectations and provided an...

Topics Artificial Intelligence

Why Is Curtiss-Wright (CW) Stock Soaring Today

February 12, 2026

As the calendar turns to mid-February 2026, the American economy stands at a critical juncture. Investors and policymakers are fixated on the upcoming release of the January Consumer Price Index (CPI)...

Topics Artificial Intelligence Stocks

Inflation’s "Stalled Descent": Markets Brace for January CPI Data Amid Shutdown Shadows

February 12, 2026

Labor Market Defies Gravity: January Jobs Report Beats Expectations Driven by AI Infrastructure Surge and Healthcare Demand

Topics Artificial Intelligence ETFs Economy

February 12, 2026

The United States labor market delivered a stunning surprise in early 2026, as the Bureau of Labor Statistics (BLS) reported the addition of 130,000 nonfarm payrolls for January. This figure...

As the first quarter of 2026 unfolds, the technology sector is asserting its dominance with a vigor that has caught even the most optimistic market spectators by surprise. Following a two-year period...

Topics Artificial Intelligence Economy

The 2026 Tech Harvest: Why the Sector’s 32% Earnings Surge is More Than Just Hype

February 12, 2026

The technology sector has officially entered the era of the "Gigawatt Supercycle." As of February 12, 2026, new financial projections indicate that the world’s six most aggressive AI infrastructure...

Topics Artificial Intelligence Economy

The $500 Billion Maginot Line: Inside the 2026 AI Infrastructure Supercycle

February 12, 2026

Alphabet’s Century-Long Bet: Google’s Parent Smashes Records with $20 Billion Bond Sale to Fuel AI Dominance

Topics Artificial Intelligence Economy

February 12, 2026

In a move that underscores the high-stakes reality of the global artificial intelligence "arms race," Alphabet Inc. (NASDAQ: GOOGL) successfully closed a massive $20 billion bond offering this week,...

Goldman Sachs Predicts 12% S&P 500 Rally in 2026: Five Key Themes for the "Marathon" Bull Market

Topics Artificial Intelligence Bonds

February 12, 2026

As the global economy stabilizes into a period of disinflationary growth, Goldman Sachs (NYSE: GS) has released a robust 2026 stock market outlook, forecasting a 12% total return for the S&P 500. This...

The Great Rotation: Small Caps Surge as 'Trump Trade 2.0' and 'Warsh Shock' Reshape Wall Street

Topics Artificial Intelligence Economy Initial Public Offering

February 12, 2026

The first two weeks of February 2026 have marked a historic decoupling in the U.S. financial markets, as investors execute a massive "Great Rotation" out of the mega-cap technology giants that...

Oracle’s $300 Billion Gamble: Inside the 4.5GW 'Stargate' Deal Redefining the AI Arms Race

Topics Artificial Intelligence Economy World Trade

February 12, 2026

As of February 12, 2026, the technology sector is witnessing the materialization of what many analysts are calling the largest infrastructure commitment in the history of computing. Oracle (NYSE: ORCL)...

Palo Alto Networks Completes Historic $25 Billion CyberArk Acquisition to Solidify Identity Security Pillar

Topics Artificial Intelligence Economy

February 12, 2026

In a move that fundamentally redraws the map of the global cybersecurity landscape, Palo Alto Networks (NASDAQ: PANW) has officially closed its $25 billion acquisition of CyberArk. The deal, finalized...

Google’s $32 Billion Security Gambit: Alphabet Clears Final Major Hurdle in Historic Wiz Acquisition

Topics Artificial Intelligence Earnings

February 12, 2026

In a move that fundamentally reshapes the landscape of cloud computing and artificial intelligence, Alphabet Inc. (NASDAQ:GOOGL) has secured unconditional antitrust approval from the European...