Back in January, I stated that Dell Technologies Inc. ( DELL ) stock was approaching bargain territory. With AI server demand being robust, their backlog growing in a strong manner, and a valuation that was wellI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

BING-JHEN HONG/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20) Transcript Rena Sherbill: Our last Wall Street roundup of February. Welcome back, Brian Stewart, Seeking Alpha's Director of News. Brian Stewart: Great to be here. Rena Sherbill: Talk to us, what are you looking ...

Nvidia CEO Jensen Huang speaks during a dinner event with the company's Taiwanese suppliers in Taipei, Taiwan, on Saturday, Jan. 31, 2026.Nvidia reported blowout earnings on Wednesday and issued a better-than-expected forecast showing accelerating growth. CEO Jensen Huang proclaimed that "compute demand is skyrocketing." Investor concerns appear to be elsewhere. The stock fell for a second straight day on Friday and is down 6% for the week in what would be its sharpest pullback since November. With the retr ...

Core Insights - Jack Dorsey, CEO of Block, announced a significant workforce reduction of approximately 4,000 jobs, highlighting the impact of artificial intelligence on corporate operations and employment trends [1][2] Group 1: Company Actions - Block's job cuts are framed as a strategic shift rather than merely a cost-cutting measure, indicating a transition towards AI-driven business operations [2] - Dorsey anticipates that many companies will follow Block's lead in restructuring their workforce in response to AI advancements [3] Group 2: Labor Market Context - Despite the layoffs at Block, the overall job market remains stable, with a low unemployment rate of 4.3% and job openings contracting sharply [5] - The information sector, a key indicator of the tech industry, has seen a decrease in job openings but a 12% increase in software development postings, suggesting specific roles still have strong demand [6] Group 3: Economic Perspectives - Economists caution against interpreting Block's layoffs as indicative of a broader labor market trend, emphasizing that such decisions may be unique to the company [4][7] - Federal Reserve Governor Christopher Waller noted that AI is more likely to enhance productivity rather than eliminate jobs, drawing parallels to the introduction of ATMs in banking [8][9] Group 4: Future Implications - Companies are increasingly reallocating resources towards capital investments in AI, potentially leading to job disruptions as they seek to balance labor and technology [10][11]

It was a whipsaw week of price action for all three major indexes, as investors endured increased geopolitical tensions, AI sustainability pressure, and a lackluster earnings response from market-moving Nvidia (NVDA). The Dow Jones Industrial Average (DJI) is on track for its first monthly loss since April, while the Nasdaq Composite (IXIC) and S&P 500 Index (SPX) are poised to usher in weekly and monthly deficits.AI relief was swift to start the week, with software stocks pushing the Nasdaq back above 23,0 ...

Tevogen Signs Letter of Intent to Evaluate Potential Acquisition of a Contract Research Organization Tevogen Signs Letter of Intent to Evaluate Potential Acquisition of a Contract Research Organization WARREN, N.J., Feb. 27, 2026 (GLOBE NEWSWIRE) -- Tevogen (“Tevogen Bio Holdings Inc.” or “Company”) (Nasdaq: TVGN) today announced that it has entered into a signed, non-exclusive, non-binding Letter of Intent (“LoI”) to evaluate a potential transaction with a distinguished global Contract Research Organ ...

Core Viewpoint - The company reported a significant increase in total revenue for 2025, but net profit experienced a notable decline, indicating mixed financial performance amidst a growing semiconductor industry [2][3]. Financial Performance - The company achieved total revenue of 45,805.59 million RMB, a growth of 38.12% compared to the previous year [2]. - The net profit attributable to the parent company was 2,425.21 million RMB, down 39.47% year-on-year [2]. - The net profit after deducting non-recurring gains and losses was 1,977.61 million RMB, a decrease of 42.06% from the previous year [2]. - Total assets at the end of the reporting period reached 315,828.95 million RMB, an increase of 125.17% from the beginning of the period [2]. - Equity attributable to the parent company was 217,374.78 million RMB, up 109.20% from the start of the period [2]. - The net asset per share attributable to the parent company was 22.71 RMB, reflecting a growth of 76.32% [2]. Operational Factors - The global semiconductor industry returned to a growth phase driven by emerging applications such as artificial intelligence, electric vehicles, and data centers, which positively influenced the company's market strategies [3]. - The acquisition of 70% of Hengsuo Huawai Electronics Co., Ltd. contributed to the company's revenue and asset growth, despite incurring intermediary costs that affected net profit [3]. - The implementation of a restricted stock incentive plan in 2024 led to additional share-based payment expenses, impacting net profit during the reporting period [3][4].

Image credit: Getty ImagesWall Street’s main indexes dropped on Friday as AI anxiety hammered technology stocks, with the Nasdaq and the S&P 500 on pace for their steepest monthly loss since March 2025, while hotter-than-expected inflation data also weakened sentiment.Technology shares faced selling pressure this month as concerns over high valuations and the uncertain payoff from Big Tech’s massive AI spending grew.Nvidia slid 2.4 per cent after plunging more than 5 per cent in the previous session despit ...

Shares of Microsoft Corporation (NASDAQ:MSFT) are falling Friday as the company tries to reaffirm a strong partnership with OpenAI despite not being included in the AI company’s latest funding and partnerships announcement.Microsoft stock is under selling pressure. Why is MSFT stock trading lower?OpenAI Announces New Funding Round Sans MicrosoftOpenAI announced $110B in new investment at a $730B pre-money valuation. This includes $30B from SoftBank, $30B from NVIDIA, and $50B from Amazon. The company also s ...