NVDA
Here's Why I Wouldn't Touch Palantir Stock With a 10-Foot Pole
Palantir is delivering unbelievable growth, but the stock is valued at too much of a premium for me.
Motley Fool  ·  Feb 09, 2026 READ →
NVDA
Here's Why I Wouldn't Touch Palantir Stock With a 10-Foot Pole
Palantir is delivering unbelievable growth, but the stock is valued at too much of a premium for me.
Motley Fool  ·  Feb 09, 2026 READ →
ORCL
Why Oracle Stock Is Jumping Today
Oracle Stock Surges After Analyst Upgrade. Why Wall Street Is Turning Bullish
GuruFocus.com  ·  Feb 09, 2026 READ →
GOOGL
Alphabet Embarks on Global Bond Spree to Fund Record Spending
The Google parent is tapping the US corporate bond maket for $15 billion on Monday, while also pitching investors on what would be its first ever offerings in Switzerland and the UK. Alphabet last week said it’s planning for as much as $185 billion of capital expenditures this year, more than it has spent in the past three years combined, as it invests heavily in the data centers critical to its AI ambitions. Other big tech companies are ramping up their spending too.
Bloomberg  ·  Feb 09, 2026 READ →
GOOGL
Salesforce, ServiceNow Back in AI 30
Software AI sell-off seen as overdone
GuruFocus.com  ·  Feb 09, 2026 READ →
NVDA
Prediction: This Metric Is a Warning Sign Not to Buy Super Micro Computer Stock
The server specialist's low gross margins should be a red flag for investors.
Motley Fool  ·  Feb 09, 2026 READ →
NVDA
Prediction: This Metric Is a Warning Sign Not to Buy Super Micro Computer Stock
The server specialist's low gross margins should be a red flag for investors.
Motley Fool  ·  Feb 09, 2026 READ →
GOOGL
AI, Robotaxis, and Robotics: Why Elon Musk and Tesla Are Set to Join "Magnificent Seven" Peers on a Massive Spending Spree
The once-thriving electric vehicle leader is investing in a new future.
Motley Fool  ·  Feb 09, 2026 READ →
GOOGL
AI, Robotaxis, and Robotics: Why Elon Musk and Tesla Are Set to Join "Magnificent Seven" Peers on a Massive Spending Spree
The once-thriving electric vehicle leader is investing in a new future.
Motley Fool  ·  Feb 09, 2026 READ →
CRM
Tech, Media & Telecom Roundup: Market Talk
Find insight on Oracle, the selloff in software stocks and more in the latest Market Talks covering Technology, Media and Telecom.
The Wall Street Journal  ·  Feb 09, 2026 READ →
GOOGL
Madison Asset Management Liquidates Its $98 Million Trex Position
Trex manufactures composite decking and outdoor living products for residential and commercial markets across the United States.
Motley Fool  ·  Feb 07, 2026 READ →
INTC
Intel, AMD Warn China Customers Of Months-Long CPU Delays
Intel Corp. (NASDAQ:INTC) and Advanced Micro Devices Inc. (NASDAQ:AMD) are facing tightening server CPU supplies in China as booming AI infrastructure demand strains the global chip pipeline. The companies have warned Chinese customers about tightening supplies of server CPUs. Intel cautioned that delivery lead times could stretch up to six months. The shortages have pushed prices for Intel's server products in China up more than 10% in many cases, Reuters reported on Friday, citing sources fami
Benzinga  ·  Feb 07, 2026 READ →