The landmark $100 billion infrastructure partnership between OpenAI and Nvidia has failed to materialize into a binding agreement, exposing underlying tensions over chip supply and performance demands, and raising broader concerns about speculative dynamics in the AI sector.
The Timken Company (NYSE: TKR) reported stronger-than-anticipated fourth-quarter earnings, driven by pricing power and growth in its Industrial Motion segment. As the industrial giant navigates ongoing trade uncertainties, new CEO Lucian Boldea details a comprehensive '80/20' transformation plan aimed at simplifying operations and fueling long-term growth.
As U.S. markets shrug off economic headwinds to start February 2026 on a strong note, a closer look reveals compelling opportunities beyond major indices. We analyze three small-cap companies—spanning banking, sustainable packaging, and insurance—that are navigating the shifting landscape with distinct strategies and growth potential.
The energy startup, founded by Michael Dell's son, seeks city incentives for a major manufacturing facility, planning to significantly expand its Austin workforce while transitioning from a temporary home in the former Statesman building.
At Davos, Anthropic CEO Dario Amodei painted a stark picture of AI's economic impact: GDP could surge 5-10% while unemployment hits 10%, a historically rare and socially disruptive combination demanding urgent policy attention.
Take-Two Interactive posted robust third-quarter results, with bookings surging 28% to $1.76 billion, prompting an upward revision to its fiscal 2026 outlook. However, investor focus shifted to rising operational costs linked to the upcoming 'Grand Theft Auto VI,' sending shares lower despite the earnings beat.
Electronic Arts saw a 38% surge in quarterly net bookings to $3.05 billion, fueled by its flagship shooter 'Battlefield 6.' However, net income declined, highlighting the cost pressures facing the gaming giant as it navigates a landmark $55 billion privatization deal.
Super Micro Computer's shares surged over 13% after the company posted second-quarter results that handily beat analyst estimates and provided robust guidance, fueled by unrelenting demand for its AI-optimized server and infrastructure solutions.
Despite a sharp sell-off across cryptocurrency markets in January 2026, assets held in regulated exchange-traded products (ETPs) demonstrated notable stability, declining a modest 5.1% compared to a 10% drop in total market cap, according to data from Fineqia International.
In a move to diversify strategic mineral supplies, a partnership between M2i Global and Volato Group has delivered its first shipment of Australian titanium ore to the United States for testing and analysis.
Shares in Futura Medical PLC jumped as much as 10% after the company upgraded its 2025 revenue forecast to £1.7 million and reported a robust year-end cash balance, extending its financial runway into late 2026.
Shares in Tertiary Minerals PLC jumped over 40% after the explorer reported significant high-grade silver and copper intercepts from its Mushima North project in Zambia, expanding the known mineralized footprint and boosting prospects for a maiden resource estimate by 2026.
Amid market volatility, regulated utility Ameren Corporation presents a compelling case for stability. With a firm regulatory framework, consistent dividend growth, and rising demand from data centers, the company is positioned as a resilient infrastructure backbone for long-term investors.
Advanced talks between Ford and China's Geely could see the automaker use the U.S. company's Spanish facility for local EV production, a strategic move to navigate the EU's new trade landscape.
The launch of Anthropic's new multi-functional AI platform, Claude Cowork, has triggered a sharp sell-off in software stocks as investors fear widespread disruption to the SaaS business model.
Despite a shrinking global share and punitive trade policies, Europe is attracting renewed pharmaceutical investment. Companies are betting on its regulatory rigor, regional diversification strategies, and deep scientific heritage to secure future supply chains.
While Nvidia's dominance in AI chips has fueled a historic market rally, a deeper look suggests many individual investors may not need to add direct shares to their portfolios.
Okta's latest earnings reveal a company in transition, with improving profitability and early success in positioning its identity platform as critical infrastructure for enterprise AI agents.
Shares of Jacobs Solutions (J) climbed over 3% after the engineering and professional services giant posted quarterly results that handily topped analyst forecasts, fueled by double-digit revenue growth and a surging project backlog.
Sonos stock climbed over 4% after the audio specialist's latest earnings report showcased a dramatic expansion in profitability, significantly exceeding Wall Street forecasts despite flat year-over-year revenue.
