AI Investing

Business

Microsoft's AI Ambition Faces Investor Scrutiny: Heavy Spending, OpenAI Reliance Cloud Growth Narrative

Microsoft's aggressive push into AI, marked by massive infrastructure spending and a deepening partnership with OpenAI, is facing a reality check from investors. Despite robust financials, concerns over capital intensity and concentrated risk triggered the stock's sharpest single-day drop in years, signaling a pivotal moment for the tech giant's cloud valuation story.

Feb 2, 2026

Business

Bitcoin's Slide Below $75,000: Analysts Cite Tech Earnings, Metals Volatility, and Fed Uncertainty

Bitcoin struggles to regain momentum after a sharp decline, with analysts pointing to a mix of macroeconomic headwinds and stalled regulatory progress as key factors prolonging the crypto bear market.

Feb 2, 2026

US

Surgeon Faces Murder Charges in Ex-Wife, Husband's Holiday Slaying; Jail Booking Footage Reveals Stoic Demeanor

Dr. Michael McKee, a vascular surgeon, stands accused of the aggravated murders of his ex-wife Monique Tepe and her husband Spencer Tepe in their Columbus home. Newly released jail intake video shows his emotionless processing as the legal case unfolds.

Feb 2, 2026

Business

Controversial Security Mogul Erik Prince Seeks Public Listing for AI Drone Firm Swarmer

Erik Prince, founder of the private military firm Blackwater, has filed to take his AI-powered drone autonomy company Swarmer Inc. public on Nasdaq. The firm's technology, extensively tested in Ukraine, highlights the accelerating shift toward software-defined warfare.

Feb 2, 2026

Business

Alphabet's Q4 Earnings Preview: AI Momentum and Lofty Expectations

As Alphabet prepares to report its fourth-quarter results, investors are weighing the company's robust AI-driven growth against a stock that may have already priced in much of the good news.

Feb 2, 2026

Business

Beyond the Chatbot: Veteran Analyst Pivots AI Investment Thesis to Physical World, Backs Tesla and Nvidia

As Wall Street remains fixated on software-based AI, a leading tech analyst argues the next trillion-dollar opportunity lies in 'physical AI'—machines that see, move, and act. Dan Ives of Wedbush singles out Tesla and Nvidia as the indispensable architects of this new industrial revolution.

Feb 2, 2026

Business

Caterpillar's AI-Powered Surge: Can the Dow's 2025 Champion Keep Climbing in 2026?

Caterpillar, the industrial titan, rode the AI infrastructure wave to become the top-performing Dow stock in 2025. With record earnings on the horizon, investors are asking if its momentum can defy high valuations and continue into the new year.

Feb 2, 2026

Business

Chicago's Metropolitan Capital Bank Fails, Marking Second Consecutive Year of Early U.S. Banking Collapse

For the second year running, a Chicago financial institution has become the nation's first bank failure. Regulators shuttered Metropolitan Capital Bank & Trust on Friday, citing unsafe practices and depleted capital. The FDIC facilitated a swift takeover by Detroit's First Independence Bank, ensuring depositors are protected.

Feb 2, 2026

Business

Wall Street Gains Ground as Earnings Season Kicks into High Gear

Major U.S. stock indices advanced Monday, setting a positive tone for a week packed with corporate earnings reports from technology giants and other bellwethers. Investor sentiment remains cautiously optimistic as early results surpass expectations.

Feb 2, 2026

Business

Analysts Flag Potential 50% Undervaluation in Nine Entertainment Amid Media Sector Shake-up

A new discounted cash flow analysis suggests Nine Entertainment Co. Holdings' shares could be trading at half their intrinsic value, sparking debate among investors about the true worth of the Australian media giant in a challenging advertising landscape.

Feb 2, 2026

Business

SpaceX Acquires xAI in Landmark Deal, Uniting Musk's Space and AI Ambitions Under One Roof

Elon Musk's SpaceX has finalized the acquisition of his artificial intelligence venture, xAI, in a strategic move that merges the aerospace giant with the creator of the Grok chatbot. The deal, valued at a staggering $1.25 trillion, aims to accelerate AI development by leveraging shared computing resources and engineering talent from Musk's broader technology portfolio.

Feb 2, 2026

Business

Meta Poised to Lead 'Magnificent Seven' in 2026, Betting Big on AI Pivot

While its metaverse venture stumbles, Meta Platforms' core advertising engine and strategic shift toward artificial intelligence are convincing analysts it remains the top contender for outperformance among tech's elite group by 2026.

Feb 2, 2026

Business

Microsoft's $750M Perplexity Deal Highlights Azure's AI Ambitions Amid Investor Jitters

Microsoft secures a major cloud agreement with AI search firm Perplexity, even as its stock faces pressure following a post-earnings selloff. The deal underscores Azure's growing appeal to AI startups, but questions linger over the tech giant's capacity constraints and investment priorities.

Feb 2, 2026

Business

VEON's Meteoric Rise: Is the Telecom Stock Still a Bargain After Tripling in Three Years?

VEON's shares have surged over 340% in three years, dramatically outperforming the market. As the stock hovers around $54, analysts are divided: does this represent a classic value opportunity or a sign that the easy gains are over? We examine the valuation metrics behind the headline numbers.

Feb 2, 2026

Business

Musk's SpaceX and xAI to Merge in Landmark $1.25 Trillion Deal Ahead of Public Offering

Elon Musk is set to combine his aerospace giant SpaceX with his artificial intelligence venture xAI, creating a single entity valued at $1.25 trillion ahead of a highly anticipated IPO later this year, according to a Bloomberg report.

Feb 2, 2026

Business

Musk Eyes Unprecedented Merger: SpaceX and xAI in Advanced Talks to Combine Forces

Elon Musk is reportedly in advanced discussions to merge his space exploration giant, SpaceX, with his artificial intelligence venture, xAI, in a move that could reshape the frontiers of both industries and delay SpaceX's anticipated public offering.

Feb 2, 2026

Business

OpenAI's AI Inference Shift Tests Nvidia's Dominance, Sparks Chip Industry Ripples

OpenAI is actively seeking alternatives to some of Nvidia's latest AI chips, focusing on specialized hardware for faster inference, according to sources. This strategic pivot introduces new tensions and competitive dynamics between the two AI titans, even as investment talks continue.

Feb 2, 2026

Business

Google's Project Genie AI Stirs Unease in Gaming: A Glimpse of Disruption or Premarket Jitters?

The limited release of Google's world-building AI tool, Project Genie, has sent ripples through Wall Street and developer circles, reigniting debates about automation's role in creative industries.

Feb 2, 2026

World

U.S. and India Forge Trade Truce, Slashing Tariffs in Deal Tied to Energy and Ukraine

The United States and India have announced a significant trade agreement, dramatically reducing tariffs after months of tension. The deal, linked to India halting Russian oil purchases, aims to boost bilateral trade and supply chain diversification.

Feb 2, 2026

Business

Leaked Emails Reveal Former Windows Chief Sought Epstein's Counsel During Surface RT Crisis

Newly unsealed court documents show Steven Sinofsky, former head of Windows, shared confidential Microsoft strategy emails and sought personal advice from Jeffrey Epstein amid the failing launch of Surface RT in 2012.

Feb 2, 2026