Explainable AI

Business

Musk Merges SpaceX and xAI in Historic $1.25 Trillion Deal, Eyes Orbital Data Centers

Elon Musk consolidates his space and artificial intelligence ventures, creating a vertically-integrated tech giant valued at $1.25 trillion. The merger aims to overcome Earth-bound data center limitations by launching computing infrastructure into orbit, while also drawing scrutiny over xAI's regulatory challenges and financial pressures.

Feb 4, 2026

Business

Amazon's Q4 Earnings: A High-Stakes Test for AI Ambitions and Spending Discipline

As Amazon prepares to release its fourth-quarter results, investors are scrutinizing its massive capital expenditure plans for AI against a backdrop of cost-cutting and mixed signals from Big Tech peers.

Feb 4, 2026

Business

Anthropic's 'AI Colleague' Claude Cowork Sparks Software Sector Sell-Off

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.

Feb 4, 2026

Business

IBM's Software-Led Revival Gains Momentum: Strong Q4 Earnings Fuel Bullish Outlook

IBM's latest quarterly results showcase robust revenue growth and expanding margins, reinforcing a bullish thesis centered on its strategic pivot to a software-first, AI-integrated platform. With disciplined execution and a clear growth trajectory, the tech giant is making a case for a sustained rerating.

Feb 4, 2026

Business

Okta's AI Ambitions Fuel Bullish Outlook Amid Strong Margin Expansion

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.

Feb 4, 2026

Darden Shutters Bahama Breeze Chain, Converts Sites After Nearly 30-Year Run

Darden Restaurants, parent to Olive Garden and Longhorn Steakhouse, is closing all remaining Bahama Breeze locations, ending the Caribbean-themed chain's nearly three-decade presence. The company plans to convert the spaces to other brands within its portfolio.

Feb 4, 2026

Business

Nomura's Laser Digital Tightens Risk Controls Amid Crypto Volatility, Insists Strategy Remains Intact

Nomura Holdings clarifies that stricter position limits at its crypto unit Laser Digital aim to manage short-term earnings swings, not signal a retreat from the digital asset market, as the bank maintains its long-term commitment to the sector.

Feb 4, 2026

Political Standoff May Extend Powell's Tenure as Fed Chair, While Trump Ally Exits

A Democratic blockade of a key Federal Reserve nominee, citing ongoing investigations into sitting officials, has increased the likelihood that Chair Jerome Powell remains in his role past May. The departure of a top White House economic adviser further distances the administration from the central bank.

Feb 4, 2026

Business

Jacobs Rides AI Wave to Record Profits, Sees Surging Demand for Data Centers and Chip Plants

The Dallas-based engineering giant posted a dramatic turnaround to profit in its latest quarter, crediting a booming pipeline of AI-driven data center and semiconductor projects alongside strong water sector demand.

Feb 4, 2026

World

UK's Democratic Freedoms Under Strain: Landmark Report Criticizes Labour's Approach to Protest and Surveillance

A major human rights review accuses the Labour government of eroding civil liberties through expansive surveillance, restrictive protest laws, and the controversial banning of activist groups, raising alarms about the state of democracy in Britain.

Feb 4, 2026

World

UNICEF Demands Global Crackdown on AI-Generated Child Sexual Abuse Imagery

The UN children's agency is urging nations worldwide to outlaw the creation of AI-generated child sexual abuse material, citing alarming reports of a surge in such fabricated content. The call comes as Britain moves to become the first country to explicitly criminalize the practice.

Feb 4, 2026

US

White House Corrects False Child Sex Crime Allegation Against Migrant After Social Media Blunder

The White House has deleted and corrected a social media post that falsely accused a Honduran man of child sex offenses, marking another incident of erroneous information being disseminated amid its immigration enforcement publicity campaign.

Feb 4, 2026

Business

Enphase Energy Surges on Strong Earnings, But Long-Term Recovery Remains in Question

Enphase Energy's latest quarterly results and bullish 2026 outlook have reignited investor interest, sparking a sharp rally. However, the microinverter leader's path forward is clouded by sector headwinds and a stark contrast between recent gains and steep annual losses.

Feb 4, 2026

Business

Acushnet Holdings (GOLF) Sees Fair Value Uptick Amid Diverging Analyst Views

The parent company of Titleist and FootJoy has seen its fair value estimate rise modestly to around $87, reflecting a cautious but growing confidence in its ability to meet expectations, even as some analysts warn the stock may be nearing fair price.

Feb 4, 2026

Business

CVS Health Navigates Dual Challenges: Medicaid Network Exit and PBM Transparency Push

CVS Health faces operational shifts as it prepares to exit a major New Jersey Medicaid pharmacy network, potentially affecting nearly 1 million members, while simultaneously confronting proposed federal rules demanding greater transparency from its Pharmacy Benefit Manager division.

Feb 4, 2026

Business

Super Micro's AI Surge: Record Revenue Masks Deepening Dependence on a Single Client

Super Micro Computer's stellar Q2 earnings, fueled by AI server demand, have prompted a raised annual outlook to over $40 billion. Yet, the celebration is tempered by stark realities: margins are razor-thin, and the company's fortunes are increasingly tied to one massive data center customer, reshaping its risk profile for investors.

Feb 4, 2026

Business

Qualcomm's Strategic Pivot: From Smartphone Giant to Telecom, Edge AI, and Automotive Powerhouse

Qualcomm is aggressively diversifying beyond its core smartphone business, forging key partnerships in Open RAN with Rakuten Mobile and 1Finity, launching an Asia-Pacific edge AI initiative, and securing a major automotive design win with ECARX. This strategic expansion signals a fundamental shift for the chipmaker as it aims to become a central player in next-generation infrastructure and intelligent systems.

Feb 4, 2026

Business

ADP Bets on AI Assistants to Leverage Its Workforce Data Edge Amid Market Skepticism

ADP reported strong quarterly earnings and raised its full-year guidance, while unveiling new AI-powered 'Assist' agents designed to automate HR and payroll tasks. The move highlights the company's strategy to monetize its vast employment dataset, even as investors question its growth trajectory and the costs of AI integration.

Feb 4, 2026

Business

Polkadot's Smart Contract Debut Sees Tepid Initial Adoption, But Core Developers Remain Steadfast

Polkadot's long-awaited native smart contract capability is now live, aiming to lure Ethereum developers with familiar tooling. Despite a slow start with just 19 contracts deployed in the first week, the team behind the $2.4 billion blockchain emphasizes a focus on building a robust foundation over chasing immediate metrics.

Feb 4, 2026

US

Senate Banking Chair Defends Powell Amid DOJ Probe, Warns Investigation Threatens Fed Nomination

Senator Tim Scott pushes back against a Justice Department investigation into Fed Chair Jerome Powell, calling it a political maneuver that is now jeopardizing the confirmation of President Trump's nominee to succeed Powell.

Feb 4, 2026