Sometimes the best offense is a good defense. That’s what investors seem to be feeling. Technology stocks continue to be under pressure, and that money is flowing into traditionally defensive assets like gold, but there’s increased evidence that this rotation is expanding to include many blue-chip stocks. For example, The Coca-Cola Co. (NYSE: KO) stock is up more than 10% in February.
With data center fever gripping the world, which is the best single company to invest in to profit from it? Taiwan Semiconductor makes a compelling case for itself.
Discover why AI spending is concentrating in the semiconductor and infrastructure layer — including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and AMD — and how to position before the divide becomes obvious.
Shares of equipment distribution company Alta Equipment Group (NYSE:ALTG) jumped 4.2% in the afternoon session after the company reported better-than-expected fourth-quarter revenue and provided strong guidance for the upcoming year. For the quarter, sales grew 2.2% year over year to $509.1 million, surpassing analyst estimates. While the company posted a wider-than-anticipated adjusted loss of $0.27 per share, investors appeared to focus on other positive financial improvements. Alta's free cash flow margin improved significantly, rising to 13.4% from 4.3% in the same quarter last year. Furthermore, the company's financial forecast for 2026 projected adjusted EBITDA of around $180 million at the midpoint, which was above what analysts had expected.
As we move through the first quarter of 2026, the global financial markets are grappling with a staggering new reality: the world’s largest technology companies are now spending at a rate that dwarfs the annual GDP of most mid-sized nations. Driven by a relentless pursuit of artificial intelligence supremacy,
On February 27, 2026, a strange chill settled over Silicon Valley and Wall Street alike. Just forty-eight hours after Nvidia (NASDAQ:NVDA) delivered what many analysts called a "near-perfect" fiscal fourth-quarter earnings report, the very sector it helped create began to buckle. In a classic "sell the news" event amplified
As of February 27, 2026, the global technology landscape is grappling with a paradox. While the "AI Gold Rush" of 2023–2024 has matured into a multi-billion-dollar infrastructure industry, the semiconductor sector is currently enduring a cooling period—a "digestive pullback" driven by investor fatigue over hyper-scale capital expenditure and valuation normalization. At the epicenter of this [...]
On February 27, 2026, the financial markets are witnessing a historic recalibration of one of technology’s most enduring titans. Dell Technologies (NYSE: DELL) has shattered the narrative that it is a legacy hardware manufacturer, emerging instead as the undisputed "backbone of the AI era." Following a record-breaking Fourth Quarter Fiscal 2026 earnings report released yesterday, [...]
A number of stocks fell in the afternoon session after the semiconductor sector tumbled as a 'buy the rumor, sell the news' event unfolded around AI-chip leader Nvidia, despite its strong earnings report.
A number of stocks fell in the afternoon session after the semiconductor sector tumbled as a 'buy the rumor, sell the news' event unfolded around AI-chip leader Nvidia, despite its strong earnings report.
Shares of water management company Northwest Pipe (NASDAQ:NWPX)
jumped 9.4% in the afternoon session after the company reported fourth-quarter 2025 financial results that surpassed analyst expectations on both revenue and profit.
A number of stocks fell in the afternoon session after the semiconductor sector tumbled as a 'buy the rumor, sell the news' event unfolded around AI-chip leader Nvidia, despite its strong earnings report.
Nvidia stock is dipping despite a blockbuster Q4 release and upbeat future guidance. JPMorgan analyst explains why it’s an opportunity to load up on a quality name at a discount.
