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Why Nvidia’s terrific quarter is getting a terrible reaction

Nvidia $NVDA posted another outstanding quarter with strong guidance, yet the stock sold off as investors fixated on one uncomfortable question: can Big Tech actually afford this AI spending spree?

Big Tech Agrees to Supply Its Own Power for New AI Data Centers

Major technology companies are preparing to take energy matters into their own hands as the AI buildout accelerates. Alphabet $GOOGL , Amazon $AMZN , Meta $META , Microsoft $MSFT , and Oracle $ORCL are expected to sign agreements committing to supply their own electricity for future AI data centers.

Hims & Hers Stock Whipsawed as GLP-1 Boom Turns Into Legal Headache

Hims & Hers $HIMS is trying to convince investors it’s more than a weight-loss drug reseller, but the market isn’t fully buying it. The telehealth company’s GLP-1 offerings helped fuel explosive growth, yet they’ve also triggered legal scrutiny and a brutal stock decline.

Western Digital Stock Surges as Investors Position for Nvidia Earnings

Western Digital $WDC is rallying sharply ahead of Nvidia’s $NVDA highly anticipated earnings report, despite little company-specific news. Traders appear to be betting that strong results from the AI chip giant could spill over to suppliers tied to the data center boom.

AI Chatbots Look the Same But Nvidia and AMD Chips Don’t

To most users, today’s AI chatbots feel increasingly interchangeable. Whether you’re using one platform or another, the experience often seems similar, suggesting the software layer of AI is drifting toward commoditization.

Waymo Expands Driverless Service to Chicago and Charlotte

Waymo, the self-driving unit of Alphabet $GOOGL , is accelerating its rollout across the U.S. with plans to launch operations in Chicago and Charlotte. As in previous markets, the company will begin with manual testing and mapping before moving to fully driverless rides and eventually a public ride-hailing service.

Companies Won’t Stop Talking About AI But Few Can Prove It Boosts Profits

Artificial intelligence dominated earnings calls this season, with most S&P 500 companies mentioning it in some form. But when it comes to actual financial impact, the data is surprisingly thin.

Bitcoin Jumps After State of the Union, But Risks Still Linger

Bitcoin $BTC caught a bid following President Trump’s State of the Union address, climbing nearly 6% over the past 24 hours and briefly touching the $66,900 level. The bounce comes after the cryptocurrency dipped toward $62,000 earlier in the week, offering traders a short-term reprieve.

Crypto Markets Rebound as Circle Earnings Spark Broad Rally

Crypto prices and crypto-linked stocks are bouncing after a rough stretch, led by a blockbuster earnings report from stablecoin issuer Circle $CRCL . The company reported strong revenue and a surge in USDC circulation to $75.3 billion, up 72% year over year, sending its shares sharply higher.

Lithium Stocks Surge After Zimbabwe Halts Raw Exports

Lithium producers rallied after Zimbabwe abruptly suspended exports of raw minerals and lithium concentrates, tightening supply in an already strained market. The move sent shares of Albemarle $ALB , Lithium Americas $LAC , Mineral Resources $MALRY, and Sociedad Química y Minera $SQM higher in early trading.

Trump Delivers Longest State of the Union Speech in Modern History

President Trump set a new record Tuesday night, delivering the longest televised State of the Union address ever at nearly 108 minutes. The marathon speech surpassed the previous record of 89 minutes set by President Bill Clinton in 2000 and ran almost twice as long as the modern average.

Joby and Uber Plan Air Taxi Launch in Dubai Later This Year

Joby Aviation $JOBY is gaining altitude in premarket trading after announcing that its electric air taxis will soon be bookable through the Uber $UBER app in Dubai. The companies plan to roll out the service later this year, marking one of the most concrete steps yet toward commercial urban air mobility.

Uber Plans Global Robotaxi Expansion With Wayve Partnership

Uber $UBER is accelerating its autonomous ambitions, announcing plans to deploy robotaxis in more than 10 markets worldwide through a new partnership with AI startup Wayve. The first launch is expected in London later this year, with broader global expansion to follow.

Workday Stock Slides After Weak Outlook Deepens Brutal Year

Workday $WDAY took another hit after issuing softer-than-expected guidance, sending shares sharply lower in after-hours trading and keeping pressure on the stock into the next session.

Nvidia Earnings Preview: Stuck in Neutral or Ready to Break Out?

Nvidia $NVDA reports earnings after the bell today, and the stakes couldn’t be higher. Despite dominating the AI boom and delivering blowout results quarter after quarter, the stock has barely moved for about five months. Even stellar guidance and massive hyperscaler spending announcements haven’t sparked a sustained rally.

Trump Unveils Plan to Make Tech Giants Pay More for Data Center Power

President Trump announced new electricity agreements with major tech companies aimed at shielding households from rising power bills driven by AI data center demand. The plan requires companies building massive facilities to pay higher rates in the regions where they operate, rather than passing costs onto everyday consumers.

Paramount Raises Bid for Warner Bros. Discovery to $31 Per Share

Paramount $PSKY is back at the negotiating table with a sweeter offer for Warner Bros. Discovery $WBD, bumping its bid to $31 per share after weeks of rejection.

DJI sues FCC over U.S. ban on foreign drones

Chinese drone giant DJI has filed a lawsuit against the Federal Communications Commission after the agency effectively banned foreign-made drones from the U.S. market. The December 2025 decision placed DJI and other overseas manufacturers on the FCC’s “covered list,” which flags equipment deemed a national security risk.

Archer Aviation sues Vertical Aerospace over air taxi design

Archer Aviation has filed a patent infringement lawsuit against UK-based Vertical Aerospace, claiming its rival’s Valo aircraft unlawfully copies the design of Archer’s Midnight air taxi. The complaint alleges infringement of at least two design patents and one utility patent, arguing that the similarities are “readily apparent” from a visual comparison.

Anthropic rolls out enterprise AI agents to rival OpenAI

Just one day after OpenAI unveiled its enterprise agent platform, Anthropic fired back with its own: a customizable AI workspace built around Claude Cowork. Instead of flashy consumer tools, the focus is squarely on the corporate grind — spreadsheets, presentations, HR workflows, and financial analysis.

Sandisk cools off after Citron launches short attack

High-flying Sandisk $SNDK hit turbulence Tuesday after short seller Citron Research announced it’s betting against the stock — a bold call after the memory maker’s roughly 1,200% surge since spinning off from Western Digital $WDC just a year ago.