Core Viewpoint - ServiceNow, Shopify, and Twilio are highlighted as standout stocks in a struggling sector, but there are concerns that it may be premature to invest in them [1] Group 1: Company Analysis - ServiceNow is recognized for its strong performance and potential growth despite the current market challenges [1] - Shopify is noted for its resilience and ability to adapt, making it a candidate for investment consideration [1] - Twilio is mentioned as a stock that could benefit from future market recovery, although caution is advised regarding immediate investment [1]

Micron Technology shares are flying high for all the right fundamental reasons — but by one technical measure, they now look primed for a hard landing. ...

Jeffry BartashJeffry Bartash is a reporter for MarketWatch in Washington. ...

Warsh will be pressured to help with ballot-box issues. That isn't the Fed's role. ...

Bitcoin hit its lowest level since the "liberation day†selloff last April. ...

Any sign that the Treasury might significantly increase the sizes of its future note and bond auctions could rattle traders. ...

Core Insights - Tesla experienced significant declines in new-vehicle registrations across multiple European markets in January [1] Group 1 - The decline in registrations indicates potential challenges for Tesla in maintaining its market share in Europe [1] - The sharp drop may reflect changing consumer preferences or increased competition in the electric vehicle sector [1] - Monitoring future registration trends will be crucial for assessing Tesla's performance in the European market [1]

Tax refunds and air travel are also being affected. ...

One analyst sees a path to $200, as Palantir's new government contracts and expanding margins could help the stock rebound. ...

Core Insights - Oracle is increasing its debt levels, indicating potential financial strain or a strategic move to capitalize on growth opportunities in the AI sector [1] - Nvidia is revising its investment targets related to OpenAI, suggesting a reassessment of its commitment to AI investments [1] - An analyst suggests that these developments may indicate instability in the AI investment landscape, raising concerns about the sustainability of the current AI trade [1] Company Summaries - Oracle's decision to raise more debt could reflect a strategy to fund expansion or innovation in AI technologies, but it also raises questions about its financial health [1] - Nvidia's adjustment of its OpenAI investment target may signal a shift in its approach to AI partnerships and investments, potentially impacting its future growth trajectory [1] Industry Implications - The combined actions of Oracle and Nvidia may suggest a broader trend of caution within the AI sector, as companies reassess their investment strategies amid changing market conditions [1] - The potential instability in the AI trade highlighted by the analyst could lead to increased volatility in AI-related stocks and investments, affecting investor sentiment [1]