As the bull market of the mid-2020s enters a more mature and discerning phase, a profound shift is unfolding across global trading floors. The speculative fervor that once propelled "AI darlings" to stratosphere-piercing valuations is being replaced by a calculated migration into "heavy asset" stocks. In February 2026, the narrative
Is Arista Networks the overlooked AI infrastructure stock that could quietly power its way toward $200? Discover the full breakdown before the next earnings cycle.
In a move that has sent shockwaves through global equity markets and solidified the narrative of an era-defining "AI supercycle," Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has officially raised its 2026 capital expenditure guidance to an unprecedented range of $52 billion to $56 billion. This massive upward revision, representing a
Healthcare solutions provider Solventum (NYSE:SOLV) announced better-than-expected revenue in Q4 CY2025, but sales fell by 3.7% year on year to $2.00 billion. Its GAAP profit of $0.36 per share was 37.3% below analysts’ consensus estimates.
WASHINGTON D.C. — In a significant endorsement of the Federal Reserve’s current monetary trajectory, International Monetary Fund (IMF) Managing Director Kristalina Georgieva stated on February 26, 2026, that the U.S. central bank has sufficient room to lower interest rates to approximately 3.4% from the current effective level
LONDON, February 26, 2026 — Global energy markets have reached a definitive turning point as Brent crude oil decisively cleared the psychological $70 per barrel resistance level this week. This technical breakout marks the culmination of a multi-month bottoming process that began in late 2025, signaling a shift from a bearish
The International Monetary Fund (IMF) released its latest Article IV assessment of the United States economy today, February 26, 2026, painting a picture of a nation that has defied gravity despite a landscape of shifting trade policies and mounting debt. The global lender upgraded its 2026 GDP growth forecast to
Financial technology company NCR Atleos (NYSE:NATL) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 4% year on year to $1.15 billion. Its GAAP profit of $1.09 per share was 11.2% above analysts’ consensus estimates.
Smart security company Arlo (NYSE:ARLO) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 16.2% year on year to $141.3 million. On top of that, next quarter’s revenue guidance ($140 million at the midpoint) was surprisingly good and 5.9% above what analysts were expecting. Its non-GAAP profit of $0.22 per share was 34% above analysts’ consensus estimates.
In a dramatic shift that has caught Wall Street’s heavy hitters off guard, the Russell 2000 index has surged to unprecedented heights in early 2026, signaling the definitive arrival of the long-awaited "catch-up" trade. As of February 26, 2026, small-cap stocks are not just participating in the market rally—
Social media management platform Sprout Social (NASDAQ:SPT) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 12.9% year on year to $120.9 million. On the other hand, next quarter’s revenue guidance of $120.3 million was less impressive, coming in 0.8% below analysts’ estimates. Its non-GAAP profit of $0.20 per share was 26.3% above analysts’ consensus estimates.
In a month defined by extreme volatility and a radical shift in the artificial intelligence landscape, recent breakthroughs from Meta Platforms and Anthropic have ignited a dramatic recovery in technology shares. Following an early February rout that wiped nearly $1 trillion from software valuations, the tide turned this week as
Professional consulting firm ICF International (NASDAQ:ICFI) reported Q4 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 10.6% year on year to $443.7 million. The company expects the full year’s revenue to be around $1.93 billion, close to analysts’ estimates. Its non-GAAP profit of $1.47 per share was 1.5% below analysts’ consensus estimates.
Digital advertising technology company PubMatic (NASDAQ:PUBM) reported Q4 CY2025 results topping the market’s revenue expectations, but sales fell by 6.4% year on year to $80.05 million. Guidance for next quarter’s revenue was optimistic at $59 million at the midpoint, 2.2% above analysts’ estimates. Its non-GAAP profit of $0.29 per share was 89.1% above analysts’ consensus estimates.
Gold has outperformed the S&P 500 for 7 consecutive months, signaling a potential market downturn. This happened before in early 2008, when gold noticed the impending financial crisis before others did. The current outperformance raises concerns about the state of the software sector, which has been seen as insulated but may now be showing signs of fragility.
As the financial world looks toward the spring of 2026, the semiconductor landscape is bracing for its most significant shift since the launch of the original Blackwell architecture. Nvidia (NASDAQ:NVDA) is reportedly preparing to officially unveil its "N1" and "N1X" system-on-chips (SoCs) at the upcoming GTC 2026 conference in
MARA Holdings Inc (NASDAQ:MARA) shares are rising in extended trading on Thursday after the company reported fourth-quarter results and announced an agreement to convert fa
Alphabet Inc. (NASDAQ: GOOGL) has sent a thunderous signal to the global financial markets this week, successfully closing a massive $20 billion bond sale that saw investor demand reach a staggering $100 billion. The offering, which was upsized from an initial $15 billion due to overwhelming interest, represents one of
Data storage company NetApp (NASDAQ:NTAP) announced better-than-expected revenue in Q4 CY2025, with sales up 4.4% year on year to $1.71 billion. On top of that, next quarter’s revenue guidance ($1.87 billion at the midpoint) was surprisingly good and 4% above what analysts were expecting. Its non-GAAP profit of $2.12 per share was 2.8% above analysts’ consensus estimates.
Healthcare apparel company Figs (NYSE:FIGS) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 33% year on year to $201.9 million. Its GAAP profit of $0.10 per share was significantly above analysts’ consensus estimates.
The long-awaited stabilization of the digital asset market has arrived, not through a market rally, but through a legislative gavel. As of late February 2026, the ripple effects of the Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act—the landmark legislation signed into law in mid-2025—have
Digital ad verification company DoubleVerify (NYSE:DV) fell short of the market’s revenue expectations in Q4 CY2025, but sales rose 7.9% year on year to $205.6 million. On the other hand, the company expects next quarter’s revenue to be around $180 million, close to analysts’ estimates. Its GAAP profit of $0.18 per share was 10.3% above analysts’ consensus estimates.
NEW YORK — Global financial markets were plunged into a state of high-velocity volatility this week as the Trump administration officially implemented a sweeping 15% emergency global tariff. The move, enacted via Section 122 of the Trade Act of 1974, has effectively upended decades of trade norms overnight, sending the CBOE
As the S&P 500 (NYSEARCA:SPY) hovers near the psychological 7,000-point milestone, the equity market has entered a period of deceptive calm. After a blistering start to 2026, the index has settled into a tight trading range, prompting questions about whether the bull market is finally catching its
