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Eli Lilly’s Tirzepatide Surge Collides With Rich-Valuation Concerns

Analysts warn the stock’s price bakes in continued GLP‑1 leadership, leaving little margin for setbacks.

Archer Steps Up Midnight Tests, Eyes 2026 Passenger Flights Under U.S. Pilot Program

Huang Says AI Buildout Needs Trillions as Workplace Adoption Shows Strains

Oppenheimer Upgrade Lifts Oracle as It Advances $45–$50 Billion 2026 Funding Drive

Meta Trims Employee Stock Awards as It Ramps Up $115B–$135B AI Spend

OpenAI Nears First Close of $100 Billion-Plus Round as Nvidia Weighs $30 Billion Stake

Palo Alto Networks Lifts Revenue Outlook, Trims EPS Forecast on Acquisition Costs as Shares Fall

CoreWeave Draws Fresh Buy Ratings as Securities Lawsuit Lands Ahead of Feb. 26 Update

Half of xAI’s Founders Exit as Musk Reshapes Venture Inside SpaceX

SoFi Steps Up Crypto Push as Q4 Revenue Jumps 40%

Big Tech Maps $650–$700 Billion AI Spend for 2026 as Nvidia Calls the Buildout Sustainable

Cantor Cuts Amazon Price Target as Street Sees AWS AI-Led Reacceleration in 2026

AI Spending Surges Into 2026 as Nvidia Signals Relentless Demand

Alphabet’s 2025 Rally Builds as Gemini Adoption and Throughput Accelerate

Wedbush Trims MercadoLibre Price Target to $2,700, Reaffirms Outperform

Nvidia’s AI Lead Faces Fresh Tests as Stock Pulls Back and Rivals Step Up

SoundHound AI Draws Fresh Bullish Calls on 50% Growth Target as Shares Retreat

AWS Launches Trainium3 and Plans NVLink-Ready Trainium4, Tightening Its Grip on AI Compute

BigBear.ai Jumps on Malaysia Pact as Market Watches Ask Sage-Driven Shift to Secure Generative AI

Palantir Rallies as Tech Rebounds After Sharp November Pullback