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Palantir Rises 4.7% on Tech Rally

Attention shifts to the next earnings report to confirm that growth supports the valuation.

Nvidia Now Trades at a Lower Forward P/E Than the S&P 500

Big Tech Selloff Deepens as Oil Shock and Rate-Hike Odds Hit AI Leaders

Nvidia’s Valuation Slips Below the S&P 500 as Analysts Point to More AI Upside

Publicis Advises Clients to Avoid The Trade Desk After Audit as Shares Slide

DigitalOcean Jumps to 4-Year High After Oppenheimer Lifts Target to $100

Samsung and SK Hynix Said to Clinch HBM4 for Nvidia’s Vera Rubin as Analysts Lift Micron Targets

CrowdStrike Rallies on Strong Quarter as Analysts Cut Targets on Valuation Reset

Tech-Led Selloff Deepens After Nvidia Rout as OpenAI Mega-Funding Weighs on Sentiment

Samsung Shares Hit Record on Reports of $700 HBM4 Pricing and Premium Nvidia Tier

Micron Begins Large-Scale HBM4 Shipments Ahead of Plan, Lifting Shares

Micron Extends Breakout as UBS Lifts Target on Multi‑Year Memory Shortage Bet

Tech Stocks Extend Selloff as Big Tech Supercharges 2026 AI Spending

Tech Stocks Swing as Anthropic Unveils Claude Opus 4.6 and Giants Plot $650 Billion in AI Spend

Nvidia’s China H200 Exports Still Stalled as U.S. Presses Strict KYC Terms

Software Selloff Deepens as AI Uncertainty Meets Valuation Reckoning

U.S.–Taiwan Chip Pact Cuts Tariffs and Pledges $500 Billion Toward U.S. Production

U.S. Clears Conditional Nvidia H200 Sales to China as White House Levies 25% Chip Tariff

BlackRock Hits $14 Trillion AUM on Q4 Beat, Raises Dividend 10%

SanDisk Soars 28% After AI Storage Signals Reprice NAND Stocks