The stock is moving higher as the broader market is experiencing gains, with the Nasdaq up 1.23%.Earnings SnapshotAcadia Healthcare reported fourth-quarter adjusted earnings of 7 cents, beating the consensus of 6 cents.Sales of $821.46 million, beating the consensus of $800.07 million. Revenue exceeded the high end of the company's implied fourth-quarter guidance, primarily a result of improved volume growth during the quarter.Performance MetricsSales increased 6.1% year-over-year. Same-facility revenue inc ...

Dell Technologies Inc. (NYSE:DELL) stock rose Wednesday ahead of the company’s fourth-quarter earnings report, which is scheduled for release after the market closes on Thursday, February 26.Analysts are estimating an earnings per share of $3.44 on quarterly revenue of $31.77 billion. This follows a third-quarter performance where Dell beat EPS estimates by 0.08%, reporting $2.59 against a $2.39 forecast.Other Key UpdatesOn Wednesday, Dell introduced the Dell PowerEdge XR9700, a rugged, liquid-cooled server ...

First Solar, Inc. (NASDAQ:FSLR) shares slipped after the solar manufacturer delivered mixed quarterly results and outlined a cautious outlook tied to policy and trade uncertainty.Management highlighted ongoing tariff pressures and a disciplined booking strategy even as it expands U.S. manufacturing and advances next-generation solar technology.Earnings SnapshotOn Tuesday, the company reported earnings of $4.84 per share, which missed the consensus estimate of $5.14.Quarterly sales of $1.68 billion, which be ...

Ross Gerber, co-founder of investment firm Gerber Kawasaki, issued a stern warning on Wednesday regarding the safety of Tesla Inc.'s (NASDAQ:TSLA) autonomous driving software.Gerber's comments come on the heels of a legal setback for the EV maker involving its Autopilot system.Mad Max's Safety ConcernsIn a post on Wednesday on X (formerly Twitter), Gerber addressed backlash from Tesla supporters while doubling down on his safety concerns."Tesla people seem triggered that I think it's a bad idea to have a se ...

Home Depot (NYSE:HD) reported upbeat earnings for the fourth quarter on Tuesday.The company posted quarterly earnings of $2.72 per share which beat the analyst consensus estimate of $2.54 per share. The company reported quarterly sales of $38.198 billion which beat the analyst consensus estimate of $38.119 billion."Throughout fiscal 2025, our teams did an incredible job engaging with our customers and growing market share, and I would like to thank them for their hard work and dedication," said Ted Decker, ...

Home Depot (NYSE:HD) reported upbeat earnings for the fourth quarter on Tuesday.The company posted quarterly earnings of $2.72 per share which beat the analyst consensus estimate of $2.54 per share. The company reported quarterly sales of $38.198 billion which beat the analyst consensus estimate of $38.119 billion."Throughout fiscal 2025, our teams did an incredible job engaging with our customers and growing market share, and I would like to thank them for their hard work and dedication," said Ted Decker, ...

Europe's leaders have considered "two-speed" integration—where select member states advance faster on key issues—to break deadlocks on competitiveness and security.The debate intensified in early 2026 with the launch of the so-called E6 grouping of Europe's largest economies. It is an informal coalition of the EU's six largest economies designed to accelerate decision‑making where unanimity has repeatedly failed.The Transatlantic Task Force at Beyond the Horizon, a Belgian think tank, called the shift a "ha ...

More market jitters hit stocks this month, and this time the damage is leaking into the financial services sector. As usual, AI disruption was the catalyst, and several of the largest finance-sector stocks dropped 10% to 20% over just a few days.AI disruption is certainly no surprise to investors anymore. Still, this way this reaction unfolded suggests it was more about profit-taking and high valuations than any actual AI-influenced obsolescence.If this selloff is overdone, several prominent finance stocks ...

Rackspace Technology, Inc. (NASDAQ:RXT) is down 4% on Wednesday. Rackspace Technology is set to report fourth-quarter earnings on Thursday. Analysts expect a loss of 1 cent per share on $672.56 million in revenue.In the third quarter, the company reported a loss of 5 cents per share, in line with consensus estimates, while revenue of $671.20 million narrowly exceeded expectations of $666.83 million.Over the past four quarters, Rackspace has averaged an earnings per share surprise of 0.24% and a revenue surp ...

Core Insights - Nvidia's growth in the AI sector has significantly benefited TSMC, which has become a crucial player in the semiconductor manufacturing space, valued at $2 trillion [1][2] - TSMC manufactures all of Nvidia's advanced AI chips, creating a symbiotic relationship where increased sales of Nvidia's chips lead to higher production demands for TSMC [2][4] - The rise of TSMC in market capitalization, surpassing major companies like Saudi Aramco and Meta, indicates a shift in the global tech hierarchy, with semiconductor manufacturing now at the forefront [3] Group 1 - TSMC is not competing in the AI boom but is enabling it by providing essential manufacturing capabilities for Nvidia's chips [2][4] - The dependency of major AI companies, including Apple, Microsoft, Amazon, and Alphabet, on TSMC for their advanced chips highlights TSMC's foundational role in the AI ecosystem [3][4] Group 2 - TSMC's position as a second-order winner in the AI boom is solidified by its focus on chip manufacturing rather than developing AI models or cloud infrastructure [4] - As long as Nvidia continues to lead in the AI sector, TSMC is likely to remain one of the most significant beneficiaries of this growth [4]