Samsung advances HBM4 supply for Nvidia, boosting AI hardware ecosystem amid investor focus on memory for next-gen platforms.
Lenovo reports record revenues and accelerated profitability in Q3 FY 2025-26, with AI revenue expansion and 300% YoY growth in Neptune liquid-cooling revenue.
Tech rebound drove Asian stocks to new heights, with Alphabet's $20B bond sale supporting AI spending amid Wall Street rally.
Nvidia remains the focal point of AI investment bets, but questions about growth persist ahead of its Q4 earnings report on February 25.
Zacks highlights NVIDIA over Palantir due to easing China chip restrictions and booming data center demand strengthening AI growth outlook.[3]
Tech rout expanded to chipmakers like AMD (double digits drop), with software vs. chipmakers debate intensifying amid AI capex surge.[4]
Global tech selloff deepened with tepid earnings from Arm, Qualcomm, and Alphabet, wiping hundreds of billions from stocks; software ETF lost $1 trillion in 7 days.[1]
Asian markets experienced tech weakness, with stocks tracking a US tech-driven selloff; AMD fell on disappointing AI forecasts.
US equity futures paused amid a global selloff driven by tech stocks sensitive to Anthropic's automation tool, with investors eyeing Alphabet and Qualcomm results.
Asian stocks rebounded on AI optimism, with technology shares leading gains.
Nintendo's profits disappointed investors.