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.
Middle-class Americans face higher electric bills and food costs due to the data center and AI boom, per Goldman Sachs.
AI displacement concerns rocked stocks again as Wall Street anticipates downward pricing in affected sectors.
SoftBank returned to profitability due to the AI boom, with investments beginning to pay off.
Instagram boss revealed a base pay of $900K per year, up to $20 million with stock.
S&P 500 erased its year's gains amid market volatility.
Pinterest earnings fell short, citing an 'exogenous shock' from tariffs.
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]