"Too big to fail" is how we would describe the megacap stocks in this article today.
While they will likely stand the test of time, it’s not all sunshine and rainbows as their scale can limit their ability to find new sources of growth.
IBM Vice Chair Gary Cohn praised President Trump's nomination of Kevin Warsh as Fed chair as a market-friendly, inflation-focused choice, while Sen. Elizabeth Warren warned the move threatens the central bank's independence and risks politicizing monetary policy.
International Business Machines (NYSE: IBM) has stunned Wall Street with a powerhouse fourth-quarter earnings report that sent its stock price soaring by more than 10% in the days following the release. As of January 30, 2026, the tech giant’s shares have reached multi-year highs, trading near the $315 mark—
As the global demand for artificial intelligence continues to spiral, the industry has hit a formidable roadblock: the "energy wall." With massive Large Language Models (LLMs) consuming megawatts of power and pushing data center grids to their breaking point, the race for a more sustainable computing architecture has moved from the fringes of research to [...]
As of late January 2026, the artificial intelligence revolution has transitioned from a speculative sprint into a permanent industrial fixture, and at the center of this new world order stands Nvidia (NASDAQ: NVDA). Despite the rising tide of competition and intensifying regulatory scrutiny, the Santa Clara-based titan continues to exert
As of January 30, 2026, Alphabet Inc. (NASDAQ:GOOGL) has solidified its position at the vanguard of the global technology sector, with its stock price continuing a relentless upward trajectory that began in late 2025. This sustained rally was ignited by a historic third-quarter earnings report that silenced critics and
ServiceNow (NYSE: NOW) reported a powerhouse performance for its fourth quarter of 2025, beating analyst estimates across the board as its generative AI (GenAI) strategy moved from pilot programs to a significant revenue engine. On January 28, 2026, the workflow automation giant posted subscription revenue of $3.47 billion, a
In a move that has sent shockwaves through the global semiconductor industry, NVIDIA (NASDAQ:NVDA) has officially finalized its $5 billion strategic investment in long-time rival Intel (NASDAQ:INTC) as of January 2026. This historic partnership, which grants NVIDIA an approximate 4% stake in the legendary chipmaker, marks the end of a multi-year transition for Intel and [...]
Rob Sechan, CEO of NewEdge Wealth, named Blackstone Inc. (BX) as his final trade on CNBC's Halftime Report. BX reported great results with distributable earnings rising 3% to $2.24B in Q4.
In a dramatic shift for global finance, the U.S. Dollar Index (DXY) has plummeted to its lowest level since early 2022, signaling an end to the "dollar exceptionalism" that defined the early 2020s. As of late January 2026, the greenback is trading in the 95.00–96.00 range,
In a sweeping move to combat a "lower-for-longer" earnings environment, Dow Inc. (NYSE: DOW) announced on January 29, 2026, a massive global restructuring initiative titled "Transform to Outperform." The plan includes the elimination of approximately 4,500 jobs—roughly 13% of the company’s global workforce—as the chemical giant
The era of blind faith in Artificial Intelligence met a harsh reality on January 29, 2026, as Microsoft Corp. (NASDAQ:MSFT) saw its shares plummet by nearly 12%, erasing approximately $400 billion in market capitalization in a single trading session. The sell-off, the company's steepest one-day decline since the onset
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed down -0.13%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.53%. March E-mini S&P futures (ESH26 ) fell -0.20%, an...
Shares of technology and consulting giant IBM (NYSE:IBM) jumped 3.6% in the afternoon session after the company reported fourth-quarter results that beat Wall Street estimates and offered a strong financial outlook for the upcoming year. The technology and consulting giant's revenue grew 12.1% year-over-year to $19.69 billion, while its adjusted earnings of $4.52 per share also topped expectations. The company's performance was lifted by its Software segment, which has consistently outperformed its total sales. Looking ahead, IBM projected constant currency revenue growth of more than 5% for 2026 and an increase of about $1 billion in year-over-year free cash flow, signaling confidence in its future performance. The positive results and upbeat guidance were well-received by investors.
