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Institutions buy ethereum despite crash and “rock bottom” sentiment

Ethereum $ETH has plunged below $2,000, down roughly 40 percent in the past month and about 60 percent from its 2025 peak. Yet large institutions are quietly increasing exposure, signaling long term conviction even as retail sentiment deteriorates.

Record label stocks fall as Google launches AI music generator in Gemini

Google $GOOGL is bringing AI generated music to the masses, rolling out a feature in its Gemini app that lets users create 30 second songs on demand using its Lyria 3 model. The tool is available globally for adults and can produce tracks inspired by prompts, even mimicking the style or mood of well known artists without directly copying them.

Bitcoin stuck near $67K as analysts flag critical “decision band”

Bitcoin $BTC is hovering around $67,000 with no clear catalyst, sitting nearly 46 percent below its October peak and leaving traders split on whether a bottom is in. Some analysts argue the market is still in a “hope and fear” phase rather than true capitulation, meaning more downside could be ahead.

Berkshire Hathaway buys New York Times, trims Amazon and Apple stakes

Berkshire Hathaway $BRK.B made a rare move back into media, purchasing 5.1 million shares of The New York Times $NYT worth about $352 million, according to its latest filing. The investment is tiny relative to Berkshire’s massive portfolio but marks its first newspaper-related buy since exiting the industry in 2020.

Riot Platforms surges as activist pushes AI data center transformation

Crypto miner Riot Platforms $RIOT jumped in premarket trading after activist investor Starboard Value called on the company to speed up its pivot away from bitcoin mining and toward AI infrastructure. The fund argues Riot’s massive power footprint could be far more valuable serving hyperscale data centers than running mining rigs.

Nvidia trims portfolio, sending AI-linked stocks lower

Constellation Energy got a small boost after the federal government approved a $1 billion loan to help bring the long-idle Three Mile Island reactor back online.

Meta picks Nvidia as backbone of massive AI buildout

Meta $META just made its AI strategy crystal clear: it is going all in on Nvidia $NVDA . The companies announced a multi-year partnership that will deploy millions of Nvidia Blackwell and Rubin GPUs, along with Nvidia CPUs and networking gear, across Meta’s infrastructure.

Sandisk stock slips after Western Digital sells $3 billion stake at discount

Sandisk $SNDK shares fell after Western Digital $WDC moved to unload more than $3 billion worth of stock in a discounted secondary offering. The shares were priced at $545 each, about 8% below the prior closing price, a typical tactic used to ensure large blocks of stock can be sold quickly.

Cadence stock rallies after strong earnings and massive future backlog

Cadence Design Systems $CDNS surged following a fourth quarter report that beat expectations across key metrics and delivered an upbeat outlook for 2026. The chip design software company posted revenue of $1.44 billion and adjusted earnings of $1.99 per share, both ahead of forecasts.

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+ Gemini stock tumbles after top executives exit in major leadership shakeup

Tesla's 45 Robotaxis have 14 crashes in Austin since launch, outpacing human drivers

Tesla $TSLA ’s robotaxi pilot in Austin has logged 14 crashes since launching in June 2025, according to federal safety data cited in recent reporting. The fleet of roughly 45 vehicles has accumulated about 800,000 paid miles, translating to one crash every 57,000 miles.

Sony may delay PlayStation 6 to late decade as AI chip demand strains memory supply

Sony $SONY is reportedly considering pushing the release of its next PlayStation console to 2028 or 2029, breaking from its traditional six to seven year upgrade cycle. The delay would be driven largely by soaring demand for memory chips from AI data centers, which is tightening supply and pushing up component costs across the tech industry.

Walmart earnings face sky-high expectations as investors crowd into safety

Walmart $WMT heads into its upcoming earnings report with enormous pressure to deliver, as the retail giant has become one of the market’s most crowded “safe haven” trades.

Bitcoin struggles below $70K as weak momentum points to worst quarter in years

Bitcoin $BTC is having a rough start to the year, hovering in the mid to high $60,000 range after briefly topping $70,000 over the weekend. The cryptocurrency is down more than 14% in February, and if the month ends lower, it would mark five straight monthly declines and the worst first quarter performance since 2018.

Trump pushes Pentagon to buy more coal despite long-term decline in usage

President Trump signed an executive order directing the Department of Defense to prioritize power contracts with coal providers, aiming to boost demand for the struggling fuel. The move came during a White House event celebrating the industry, where Peabody Energy $BTU CEO Jim Grech presented the president with an award honoring his support for coal.

Gemini stock tumbles after top executives exit in major leadership shakeup

Gemini Space Station $GEMI plunged after the crypto firm announced the sudden departure of three senior leaders, including its COO, CFO, and chief legal officer. The exits take effect immediately and include the resignation of COO Marshall Beard from the board, signaling a significant restructuring at the top.

AMC stock rises as theater chain pursues major debt refinancing

AMC Entertainment $AMC got a boost after reports that the company is working to refinance roughly $2.5 billion of its heavy debt burden. The theater operator is reportedly marketing a $750 million term loan while also seeking about $1.73 billion in secured financing to restructure existing obligations.

Construction firm JFB to merge with drone maker Xtend in $1.5 billion defense deal

JFB Construction Holdings $JFB surged in premarket trading after announcing plans to merge with Israeli drone company Xtend in a deal valued at roughly $1.5 billion. Trading in the stock was temporarily halted for news before resuming, reflecting the market’s surprise at the dramatic strategic shift from construction into defense technology.

ServiceNow CEO buys $3 million in stock as executives halt selling plans

ServiceNow $NOW leadership is making a visible show of confidence after a difficult stretch for the software company’s stock. CEO Bill McDermott disclosed plans to purchase $3 million worth of shares later this month, while several top executives simultaneously canceled prearranged stock-selling programs.

Google’s Project Genie sparks gaming stock selloff despite limited real-world impact

Video game stocks have been sliding since Google $GOOGL unveiled Project Genie, a generative AI tool that can create interactive “playable” worlds from simple prompts. Investors reacted swiftly, wiping billions from companies like Unity Software $U , Take-Two $TTWO , and Roblox $RBLX , amid fears that AI could drastically lower the cost of building games and flood the market with new content.

Investors warn of Big Tech “overinvestment” as AI spending dominates markets

Concerns about corporate overinvestment are really concerns about one thing: whether massive AI spending by tech giants will pay off. According to Bank of America’s latest fund manager survey, many investors now want companies to prioritize balance sheet strength over pouring more cash into data centers and infrastructure.