AI Chips

Business

Micron's AI-Driven Surge Faces Valuation Test: Is the Memory Chip Giant Overheated?

Micron Technology's stock, riding the AI wave to multi-year highs, faces a critical juncture as its valuation gap widens. While long-term momentum remains strong, recent volatility and a significant premium to some fair value estimates prompt investors to weigh the sustainability of its rally against potential market and geopolitical risks.

Feb 4, 2026

World

‘A Journey Through Humiliation’: Palestinian Women Detail Israeli Interrogation at Rafah Crossing

Exclusive accounts from Palestinian women returning to Gaza through the partially reopened Rafah crossing reveal a harrowing process of detention, intensive interrogation, and confiscation of personal belongings by Israeli forces, raising fresh concerns over humanitarian access.

Feb 4, 2026

US

New START Treaty Lapses, Ushering in First Unconstrained U.S.-Russia Nuclear Era in Over Half a Century

The expiration of the New START treaty removes all verifiable caps on American and Russian nuclear arsenals for the first time since 1972, raising fears of a destabilizing arms race amid heightened geopolitical tensions and a stalled diplomatic landscape.

Feb 4, 2026

Business

Medtronic Bolsters Chronic Disease Arsenal with AI Acquisition and Diabetes Milestone

Medtronic moves to acquire AI-powered coronary analysis firm CathWorks while securing key U.S. coverage for its latest automated insulin delivery system, signaling a dual-front advance in cardiovascular and diabetes care.

Feb 4, 2026

Business

Atlassian Shifts Gears: Williams F1 AI Deal Fuels Enterprise Cloud and AI Ambitions

Atlassian's multi-year partnership with the Williams Racing F1 team and Anthropic, deploying Claude AI for race strategy and operations, is more than a tech showcase—it's a strategic move to accelerate its enterprise cloud and AI narrative in a competitive market.

Feb 4, 2026

Business

Supermicro's AI Boom Masks Underlying Risks: Why Investors Should Look Beyond the Stellar Revenue Numbers

Super Micro Computer's explosive quarterly revenue, fueled by AI infrastructure demand, has reignited investor enthusiasm. However, a closer look reveals significant vulnerabilities, including extreme customer concentration and eroding margins, that could threaten its long-term trajectory.

Feb 4, 2026

Business

Tesla's $2 Billion xAI Bet: Strategic AI Pivot or Boardroom Defiance?

Tesla proceeds with a major investment in Elon Musk's xAI, overriding prior shareholder objections. The move intensifies the EV giant's AI ambitions while fueling debates over corporate governance and long-term value.

Feb 4, 2026

Business

Boeing's Turbulent Flight: Can a Century-Old Aerospace Giant Regain Altitude?

Amidst a backdrop of operational challenges and leadership changes, a bullish investment thesis for Boeing is gaining traction, pointing to its strategic moves and massive backlog as catalysts for a potential turnaround.

Feb 4, 2026

Business

Corporación América Airports: A High-Stakes Bet on Latin American Infrastructure

An analysis of the bullish investment thesis for Corporación América Airports S.A. (CAAP) reveals a complex picture of significant potential upside weighed against substantial macroeconomic and operational risks, particularly its heavy exposure to Argentina's volatile economy.

Feb 4, 2026

The Daily Pour and WhiskyX Merge to Form Largest Premium Whiskey Event Network in U.S.

Two leading forces in the spirits industry—The Daily Pour and WhiskyX—have announced a strategic merger, creating a combined platform set to dominate the premium whiskey events landscape across the United States.

Feb 4, 2026

Business

Google's AI Ambitions Cast Shadow Over Figma, a Struggling Star in Alphabet's Investment Portfolio

As Alphabet's Google advances AI projects like the groundbreaking 'Project Genie,' its ripple effects are being felt across the tech sector. Collaborative design platform Figma, once a high-flying IPO, now finds itself as one of the worst performers in Alphabet's disclosed investment portfolio, grappling with existential questions about AI's impact on its core business.

Feb 4, 2026

World

Robin Hood-Style Activists Strike Montreal Health Food Store in Protest Against Soaring Grocery Prices

A group of activists dressed as Robin Hood raided a Montreal grocery store, redistributing stolen goods to community fridges in a dramatic protest against food inflation, marking their second such cost-of-living demonstration in recent months.

Feb 4, 2026

Business

Amazon's Q4 Earnings Preview: Can Retail, Cloud, and Advertising Momentum Drive a Stock Rebound?

As Amazon prepares to report its fourth-quarter results, strong performance across its core businesses is expected. Yet, despite solid fundamentals, the stock has languished, leaving investors to weigh near-term AI costs against long-term growth potential.

Feb 4, 2026

Business

Tech Rout Eases as Investors Shift Focus; Value and Small Caps Gain Favor Amid AI Anxiety

A sharp selloff in technology shares moderated by Wednesday's close, though the sector remained under pressure as concerns over AI's disruptive potential mounted. Capital rotated decisively toward value-oriented and small-cap stocks, highlighting a significant shift in market sentiment.

Feb 4, 2026

Business

Storm Clouds Gather for Frontier Airlines: Analysts Warn of Deepening Financial Strain

A detailed analysis raises serious concerns about Frontier Group Holdings' financial sustainability, arguing that its reliance on aircraft sales masks a core business that continues to burn cash. With mounting fixed costs and intense competition, some predict a restructuring could be on the horizon.

Feb 4, 2026

Business

Champion Homes Beats Profit Forecasts Amid Market Turbulence, Fueled by New Products and Retail Push

Modular housing leader Champion Homes (SKY) surpassed Q4 earnings expectations despite a modest sales increase, as strategic shifts toward company-owned retail and new product lines helped offset broader market pressures.

Feb 4, 2026

Business

Outdoor Retailer Eddie Bauer Nears Chapter 11 Bankruptcy, Ohio Stores Among First Casualties

Catalyst Brands, the operator of Eddie Bauer's North American stores, is preparing a Chapter 11 filing that threatens to shutter approximately 180 locations, with several Ohio stores already closed. The move highlights ongoing turbulence in the brick-and-mortar retail sector.

Feb 4, 2026

Business

Western Digital's $4 Billion Buyback Signals Confidence Amid AI-Driven Storage Surge

The data storage giant's robust quarterly results and aggressive share repurchase plan highlight its strategic positioning to capitalize on soaring demand from AI and data centers.

Feb 4, 2026

Business

Amazon's Q4 Earnings: Can AI and Cloud Momentum Offset Market Caution?

As Amazon prepares to report its fourth-quarter results, investors are weighing robust cloud reacceleration against hefty AI investments. With the stock lagging behind Magnificent Seven peers, tomorrow's call could set the tone for its 2025 trajectory.

Feb 4, 2026

Business

Musk's Bold Prediction: AI-Driven Abundance Could Make Retirement Savings Obsolete

Elon Musk argues that rapid advances in AI and robotics will soon dismantle traditional labor markets, potentially rendering conventional retirement planning unnecessary in a future of 'universal high income' and extreme abundance.

Feb 4, 2026