Broadcom reports Q1 FY2026 earnings March 4. Analysts forecast $19.21B revenue, $2.02 EPS. AI chip business expected to hit $8.2B, doubling year-over-year.
SpaceX is preparing a March 2026 confidential IPO filing targeting $1.75T valuation and $50B raise, potentially the largest public offering ever.
American Express stock dropped 8% Friday after Block announced 40% workforce cuts driven by AI, triggering fears of automation disruption in financial services.
SolarEdge stock dropped 9.5% to $36.57 as solar companies face tariff pressures and weak demand. Sunrun fell 35%, Array down 34%, and Shoals declined 31%.
Lockheed Martin stock jumped 2.7% on military contract news. Q4 revenue exceeded forecasts at $20.32B, though EPS of $5.80 missed the $6.33 estimate.
Nvidia is creating a new AI inference platform with Groq technology after OpenAI expressed concerns about existing hardware performance. GTC reveal expected.
Blackstone (BX) Announces Triple Play: Data Centers, Automotive Acquisition, and Cancer Drug Partnership
Blackstone (BX) unveils AI data center vehicle, bids €8B for VW’s Everllence unit, partners with J&J on AML drug, as RBC sets $179 target. Full details here.
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View MoreARK Invest’s Latest Moves: Major CoreWeave and Kratos Purchases Amid Portfolio Reshuffling
Cathie Wood’s ARK Invest purchased $42M+ in CoreWeave and Kratos while trimming Teradyne and Rocket Lab positions. Full breakdown of February 27 trades.
Stocks & Shares News
View MoreBroadcom reports Q1 FY2026 earnings March 4. Analysts forecast $19.21B revenue, $2.02 EPS. AI chip business expected to hit $8.2B, doubling year-over-year.
SpaceX is preparing a March 2026 confidential IPO filing targeting $1.75T valuation and $50B raise, potentially the largest public offering ever.
American Express stock dropped 8% Friday after Block announced 40% workforce cuts driven by AI, triggering fears of automation disruption in financial services.
SolarEdge stock dropped 9.5% to $36.57 as solar companies face tariff pressures and weak demand. Sunrun fell 35%, Array down 34%, and Shoals declined 31%.
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View MoreTLDR Anthropic’s auto code scanner rattles cloud security stocks, sparks selloff New AI code scanning tool shifts security from detection…
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View MoreGeorge Soros Boosts Nvidia and TSMC Stakes and Opens Coinbase Position in Latest Trades
TLDR Soros Fund Management bought $137M in AI chip stocks including TSMC, Nvidia, Broadcom, and AMD in Q4 2025 TSMC stake raised 157%, Nvidia position increased…
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