Microsoft (NQ:MSFT)

PALO ALTO, CA — As we enter the first month of 2026, the frenetic "land grab" era of artificial intelligence has officially collided with the cold reality of the balance sheet. For three years, the...

Topics Artificial Intelligence

The Great AI Reckoning: Why 2026 is the Year of the Infrastructure Reality Check

January 26, 2026

Anthropic’s ‘Claude Cowork’ Launch: The Era of the Autonomous Digital Employee Begins

Topics Artificial Intelligence Economy

January 26, 2026

On January 12, 2026, Anthropic signaled a paradigm shift in the artificial intelligence landscape with the launch of Claude Cowork. This research preview represents a decisive step beyond the...

Beyond the Next Token: How OpenAI’s ‘Strawberry’ Reasoning Revolutionized Artificial General Intelligence

Topics Artificial Intelligence

January 26, 2026

In a watershed moment for the artificial intelligence industry, OpenAI has fundamentally shifted the paradigm of machine intelligence from statistical pattern matching to deliberate, "Chain of Thought"...

The Green Silicon Revolution: Mega-Fabs Pivot to Net-Zero as AI Power Demand Scales Toward 2030

Topics Artificial Intelligence

January 26, 2026

As of January 2026, the semiconductor industry has reached a critical sustainability inflection point. The explosive global demand for generative artificial intelligence has catalyzed a construction...

The world of semiconductor manufacturing has reached a historic inflection point. As of January 2026, the industry has officially moved beyond the constraints of traditional transistor scaling and...

Topics Artificial Intelligence Economy Emissions

Backside Power Delivery: A Radical Shift in Chip Architecture

January 26, 2026

The Fragile Fifty Percent: J.P. Morgan Warns of Systemic 'Tipping Point' as S&P 500 Concentration Hits Record Highs

Topics Artificial Intelligence

January 26, 2026

As the opening bell rang on January 26, 2026, the equity markets found themselves at a historic crossroads. J.P. Morgan Global Research has issued a stark warning regarding the unprecedented...

As the first month of 2026 draws to a close, the financial landscape is witnessing a profound structural shift that many analysts are calling the 'Great Rotation.' After years of dominance by Silicon...

Topics Artificial Intelligence Earnings Economy

The Great Rotation of 2026: Real Assets Take the Lead as Tech Giants Fatigue

January 26, 2026

As of January 26, 2026, the artificial intelligence industry has reached a pivotal turning point in its infrastructure evolution. Microsoft (NASDAQ: MSFT) and Meta Platforms (NASDAQ: META) have...

Topics Artificial Intelligence Economy

Custom Silicon Titans: Meta and Microsoft Challenge NVIDIA’s Dominance

January 26, 2026

The personal computer is undergoing its most radical transformation since the transition from vacuum tubes to silicon. As of January 2026, the "AI PC" is no longer a futuristic concept or a marketing...

Topics Artificial Intelligence Economy

The AI PC Upgrade Cycle: Windows Copilot+ and the 40 TOPS Standard

January 26, 2026

As of January 2026, the artificial intelligence industry has reached a pivotal infrastructure milestone: the definitive transition from copper-based electrical interconnects to light-based...

Topics Artificial Intelligence

The Dawn of the Optical Era: Silicon Photonics and the End of the AI Energy Crisis

January 26, 2026

The high-performance computing landscape has reached a historic inflection point in early 2026, as the open-source RISC-V architecture officially shatters the long-standing duopoly of ARM and x86. What...

Topics Artificial Intelligence Economy

The RISC-V Revolution: Breaking the ARM Monopoly in 2026

January 26, 2026

The Great Rotation: Wall Street’s ‘Earnings Handoff’ Moves from Silicon Valley to Main Street

Topics Artificial Intelligence

January 26, 2026

As of January 26, 2026, the financial landscape has undergone a seismic shift, marking the definitive end of the "Magnificent 7" era of uncontested dominance. For the first time in decades, the baton...

These two ETFs cover different Russell Growth Indexes, with different focuses. Here's what they can offer for someone's portfolio.

Topics Artificial Intelligence ETFs Earnings

IWO vs. VONG: How Does A Small Cap Growth Compare Against A Large Cap Growth Fund ↗

January 26, 2026

Explore how IWO’s small-cap diversity and sector mix set it apart from VUG’s concentrated large-cap approach.

Topics ETFs

IWO vs. VUG: Comparing Growth ETFs With Different Focuses ↗

January 26, 2026

As of January 26, 2026, the semiconductor landscape has reached a historic inflection point that many industry veterans once thought impossible. Intel Corp (NASDAQ:INTC) has officially entered...

Topics ETFs

Intel’s 18A Turning Point: Reclaiming the Process Leadership Crown

January 26, 2026

They're two of the oldest ETFs on the market, tracking two of the most well-known indexes. How does IWM match up against QQQ?

Topics Artificial Intelligence Economy

IWM vs. QQQ: The Small-Cap Star ETF Against the Large Growth Fund ↗

January 26, 2026

Both NZAC and EEM offer exposure to international stocks, but each ETF takes a completely different approach to compiling its respective holdings.

Topics ETFs

How Does This Eco-Friendly ETF Match Up Against This International Fund? ↗

January 26, 2026

The two tech giants remain the most balanced plays in the booming AI market.

Topics ETFs

The AI Application Boom: Why Microsoft and Nvidia Will Win Big This Year ↗

January 26, 2026

Microsoft unveils the Maia 200 AI chip. Learn about the tech giant's shift toward in-house silicon, its performance edge over Amazon, Google.

Topics Artificial Intelligence

Microsoft Escalates AI Arms Race With Next Gen Chips ↗

January 26, 2026

Via Benzinga

Topics Artificial Intelligence

2 ‘Resilient’ Software Stocks That Wall Street Thinks You Should Buy Now

January 26, 2026

Despite growing fears that AI will disrupt enterprise software, Wall Street believes two resilient software leaders stand out as compelling buys amid the sector’s recent pullback.

Via Barchart.com

Topics Artificial Intelligence

Why Sweetgreen (SG) Shares Are Trading Lower Today

January 26, 2026

Shares of casual salad chain Sweetgreen (NYSE:SG) fell 6.3% in the morning session after an analyst at UBS lowered their rating on the stock. The bank changed its view on the company's shares, moving...

Shares of mediterranean fast-casual restaurant chain CAVA (NYSE:CAVA) fell 5.1% in the morning session after its CEO and President, Brett Schulman, sold a significant amount of company stock. Schulman...

Topics Artificial Intelligence Initial Public Offering Retirement

Why CAVA (CAVA) Shares Are Getting Obliterated Today

January 26, 2026

Shares of network testing solutions company Viavi Solutions (NASDAQ:VIAV) jumped 6% in the morning session after B. Riley raised its price target on the company's stock to $22 from $18 and maintained...

Topics Artificial Intelligence Economy Initial Public Offering

Why Is Viavi Solutions (VIAV) Stock Soaring Today

January 26, 2026

Shares of regional banking institution Bank of Hawaii (NYSE:BOH) jumped 2.5% in the morning session after the company reported fourth-quarter 2025 financial results that surpassed analyst...

Topics Artificial Intelligence

Why Bank of Hawaii (BOH) Stock Is Trading Up Today

January 26, 2026

These top tech stocks could benefit from higher AI spending this year.

Topics Artificial Intelligence Economy

2 No-Brainer AI Stocks to Buy Hand Over Fist for 2026 ↗

January 26, 2026

The release of the latest Core Personal Consumption Expenditures (PCE) data on January 22, 2026, has sent a clear message to Wall Street: the "last mile" of the inflation fight is proving to be a...

Topics Artificial Intelligence Earnings

The 2.8% Plateau: Sticky Inflation and Geopolitical Shocks Reshape the 2026 Fed Outlook

January 26, 2026

Apple Rides AI ‘Supercycle’ Momentum as JPMorgan Hikes Price Target Ahead of Blockbuster Earnings

Topics Artificial Intelligence Credit Cards Economy

January 26, 2026

As the financial world braces for the tech sector’s most anticipated earnings week of 2026, Apple Inc. (NASDAQ: AAPL) has emerged as the clear frontrunner, buoyed by a wave of bullish analyst sentiment...

SANTA CLARA, CA — In a move that underscores its determination to dominate the entire artificial intelligence value chain, Nvidia (NASDAQ:NVDA) announced on Monday, January 26, 2026, an additional $2...

Topics Artificial Intelligence Earnings Economy

Nvidia Invests Additional $2 Billion in CoreWeave to Fortify AI Infrastructure Moat

January 26, 2026

The Great Rotation: Russell 2000’s Historic 15-Day Streak Marks a Seismic Shift in Market Leadership

Topics Artificial Intelligence Bonds Economy

January 26, 2026

In a move that has rewritten the record books of Wall Street, the small-cap-heavy Russell 2000 index recently concluded a historic 15-session winning streak of daily outperformance against the S&P 500....