“Bitcoin Rallies After State of the Union — But Analysts Urge Caution” 🚨🚨🚨 Bitcoin saw a notable rebound following President Trump’s State of the Union address, climbing 5.7% over the past 24 hours and briefly touching $66,900 Wednesday morning. The move offered relief after the cryptocurrency slid toward the $62,000 level earlier in the week. Despite the bounce, bitcoin remains down nearly 17% for the month, reflecting the broader volatility that has gripped crypto market

“Waymo Accelerates Driverless Expansion With Chicago and Charlotte Plans” 🚨🚨🚨 The robotaxi race is shifting into a higher gear. Waymo, the autonomous vehicle unit of Alphabet , announced plans to expand its driverless ride-hailing service to Chicago and Charlotte, marking another step in what has become a noticeably faster national rollout. As with previous launches, Waymo will begin with manual testing and high-definition mapping in both cities before transitioning to ful

“GPUs Aren’t Gasoline: Why NVidia and Advanced Micro Devices Prove AI Chips Aren’t Commodities” 🚨🚨🚨 If you use enough AI chatbots, they can start to feel interchangeable. Whether it’s Google ’s Gemini, tools from OpenAI , or other big-name platforms, the differences for everyday users can seem incremental. Paid tiers may perform better. Specialized coding tools may shine in niche tasks. But at a surface level, AI assistants are starting to feel like utilities — broadly sim

“NVidia Dead Money or a Coiled Spring?” 🚨🚨🚨 For five months, Nvidia’s stock has gone almost nowhere. That’s a strange sentence to write about the company at the center of the AI boom. Even after posting stellar Q3 results and issuing strong guidance, the stock failed to mount a lasting rally. The initial pop faded. Enthusiasm cooled. Shares drifted sideways. Now, heading into its latest earnings report, the big question is simple: Is Nvidia “dead money” — or a coiled sprin

“AI Talk Is Everywhere This Earnings Season — But the Profits? Not So Much.” 🚨🚨🚨 Artificial intelligence has become the buzzword of the quarter, with the vast majority of companies in the S&P 500 touting their AI ambitions during fourth-quarter earnings calls. But when it comes to showing exactly how AI is boosting profits, the numbers tell a very different story. According to a recent analysis by Goldman Sachs, just 1% of S&P 500 companies have actually quantified AI’s im

“TSMC Nears Record High as Apple Plans Massive Arizona Chip Purchase” 🚨🚨🚨 Shares of TSMC  surged near record highs after Apple  revealed plans to purchase “well over 100 million” chips from TSMC’s Arizona facility this year — a sharp increase from 2025 levels. The move is part of Apple’s previously announced $600 billion U.S. expansion strategy aimed at reducing reliance on overseas suppliers and limiting tariff exposure. The company says the investment will also support e

“DJI Files Lawsuit to Overturn FCC Ban on Foreign Drones”🚨 Chinese drone manufacturer DJI has filed a lawsuit challenging a December 2025 decision by the Federal Communications Commission that effectively bans foreign-made drones and components from the U.S. market. The FCC recently added DJI and other foreign drone makers to its “Covered List,” designating their products as equipment that allegedly poses “an unacceptable risk to the national security of the United States.”

“Waymo Expands to 10 Cities as Robotaxi Rollout Accelerates”🚨 Alphabet subsidiary Waymo announced today that its fully driverless ride-hailing service is expanding to four new U.S. cities: Houston, Dallas, San Antonio, and Orlando. The rollout will begin with “select riders” who have downloaded the Waymo app in those cities. Invitations will go out on a rolling basis before the service opens to the general public later this year. With this expansion, Waymo’s total service fo

“SanDisk Pulls Back After Citron Research Announces Short Position” 🚨🚨🚨 After an astonishing 1,200% surge over the past year, SanDisk shares took a breather Tuesday morning following news that Citron Research — the firm led by well-known short seller Andrew Left  — has initiated a short position. SanDisk, which was spun off from Western Digital  just a year ago, has been one of the market’s most explosive performers, riding a parabolic rise in memory chip prices. The stock

“NVidia Everything Good and Bad About the 2026 Stock Market” 🚨🚨🚨 In many ways, Nvidia has become the living, breathing symbol of the U.S. stock market in 2026. The euphoria. The anxiety. The explosive earnings growth. The multiple compression. The AI gold rush — and the fear that it could all shift overnight. This year, the character of the AI trade has changed. What was once a rising tide lifting nearly all tech stocks has become increasingly zero-sum — sometimes even neg

“Takeover Buzz Sends PayPal Higher After Report of Unsolicited Interest”🚨🚨🚨 Shares of PayPal jumped after a report from Bloomberg revealed the company has fielded interest from potential buyers. Management reportedly met with banks following unsolicited approaches, even as the stock remains far below its 2021 highs. Sources suggest one major rival could be interested in acquiring the entire payments giant, while other suitors may prefer to purchase only select business seg

“Project Stargate Faces Turbulence Amid Funding Gaps and Partner Disputes” 🚨🚨🚨 When Sam Altman  stood alongside President Donald Trump , Larry Ellison  of Oracle , and Masayoshi Son  of SoftBank  to unveil the ambitious $500 billion “Project Stargate,” it was pitched as a transformative leap in U.S. AI infrastructure. But according to a new report, the execution behind the scenes has been far more complicated. Despite construction moving forward on a 1-gigawatt data center

“Hot Jobs Data Cools Rate Cut Hopes as Fed Doves Turn Cautious” 🚨🚨🚨 Stronger-than-expected labor market data is shifting the tone inside the Federal Reserve , with some of its most dovish policymakers stepping back from calls for immediate rate cuts. January’s report showed nonfarm payrolls rising by 130,000 while unemployment dipped to 4.3%, signaling continued resilience in the economy. Governor Christopher Waller  said a March rate cut would depend heavily on February’s

“Netflix Gains Slight Edge Over Warner Bros Discovery as Bidding War Intensifies” 🚨🚨🚨 Prediction markets are tilting slightly in Netflix’s favor following a dramatic week in the battle with Paramount Global  for control of Warner Bros. Discovery (WBD). The week began with WBD announcing it would resume talks with Paramount Skydance to evaluate what’s being called a “best and final offer,” after Netflix granted a seven-day waiver. Despite reopening negotiations, WBD’s board

“Supreme Court of the United States Tariff Ruling Offers Limited Relief for Automakers”🚨 The Supreme Court’s latest decision striking down a portion of President Trump’s tariffs delivered only partial relief to U.S. automakers — and far from a full reset. The ruling specifically targets tariffs imposed under the International Emergency Economic Powers Act (IEEPA), not those enacted under Section 232. That distinction matters. The 25% tariffs on automobiles and auto parts — i

“Lucid Group Cuts 12% of U.S. Workforce in Push Toward Profitability” 🚨🚨🚨 Electric vehicle maker Lucid is trimming 12% of its U.S. workforce as part of a broader effort to streamline operations and accelerate its path to profitability. The move marks the company’s third round of layoffs since March 2023, underscoring the mounting pressure facing EV startups in a competitive and capital-intensive market. As of the end of 2024, Lucid reported approximately 6,800 employees gl

“Palantir Technologies Slips After Removal From BofA’s Top Picks List” 🚨🚨🚨 Shares of Palantir moved lower in premarket trading after being removed from Bank of America ’s prestigious US 1 List — a curated group of the firm’s highest-conviction “buy”-rated investment ideas. The removal signals a notable shift in Wall Street sentiment toward the once high-flying AI favorite. Combined with recent cautious commentary from prominent investor Michael Burry  and the stock’s sharp

“Klarna Plunges After Weak Q1 Outlook Overshadows Strong Q4”🚨🚨🚨 Shares of Klarna are tumbling in early trading after the buy now, pay later fintech issued first-quarter guidance that fell short of Wall Street expectations — wiping out momentum from an otherwise solid fourth quarter. Q1 Outlook Disappoints Management projected: Revenue: $900 million to $980 million (midpoint below the $965.1 million consensus) Gross Merchandise Value (GMV): $32 billion to $33 billion, entir

“Super Micro Computer Surges Above 50-Day Moving Average on Heavy Options Activity” 🚨 Shares of Super Micro Computer (SMCI) spiked sharply in morning trading, climbing above their 50-day moving average as a wave of bullish options activity poured in. As of 10:45 a.m. ET, call volume reached 114,333 contracts and was on pace to exceed the 20-day average of 166,558 contracts for a full session — a period that included the company’s recent earnings release. The surge in activit

“Walmart Beats Q4 Estimates but Issues Cautious 2026 Outlook” 🚨🚨🚨 Walmart delivered a stronger-than-expected fourth quarter, topping Wall Street estimates on both earnings and revenue. However, conservative full-year guidance rattled investors early, sending shares on a volatile ride before recovering. Q4 Results Top Expectations For the quarter ended January 31, Walmart reported: Adjusted EPS: $0.74 vs. $0.73 expected Revenue: $190.7 billion vs. $190.5 billion expected Th