Memory Stocks Slide as AI Hardware Sentiment Cools, Focus Turns to Data and Nvidia
Markets Daniel Marsh

Memory Stocks Slide as AI Hardware Sentiment Cools, Focus Turns to Data and Nvidia

SanDisk shares extended losses, dropping over 4% amid a broader pullback in memory and storage stocks. Investors are assessing AI demand signals and rising component costs ahead of key U.S. economic data and Nvidia's upcoming earnings.

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Meta Faces EU Pressure Over WhatsApp AI Access, Stock Dips Slightly
Regulation James Calloway

Meta Faces EU Pressure Over WhatsApp AI Access, Stock Dips Slightly

Meta shares edged lower as EU regulators consider forcing WhatsApp to open its business platform to rival AI assistants. Separately, WhatsApp won a court ruling to challenge a €225 million privacy fine.

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Ferrari Shares Surge on Strong Q4 Results and Updated EV Strategy
Earnings James Calloway

Ferrari Shares Surge on Strong Q4 Results and Updated EV Strategy

Ferrari's stock climbed nearly 9% after the luxury automaker exceeded fourth-quarter expectations and provided an update on its first electric vehicle, the Luce.

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Alphabet Shares Slide on $20B Bond Offering and European AI Scrutiny
Technology Sarah Chen

Alphabet Shares Slide on $20B Bond Offering and European AI Scrutiny

Alphabet's stock declined nearly 2% as the company launched a $20 billion bond sale to fund AI infrastructure while facing a new antitrust complaint in Europe over its AI Overviews feature.

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AI Sector Sees Divergence: Datadog Soars on Earnings, Alphabet Issues Debt for Infrastructure
Technology Sarah Chen

AI Sector Sees Divergence: Datadog Soars on Earnings, Alphabet Issues Debt for Infrastructure

Datadog shares surged over 14% after strong quarterly results driven by AI demand, while Alphabet sold $20 billion in bonds to fund AI infrastructure spending. Cisco and Cadence gained on new chip developments.

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Ultra Clean Holdings Soars 10% on Potential AI Chip Tariff Exemptions
Technology Sarah Chen

Ultra Clean Holdings Soars 10% on Potential AI Chip Tariff Exemptions

Shares of Ultra Clean Holdings surged nearly 10% Tuesday morning following reports the U.S. may exclude certain AI data-center chips from new tariffs. The stock reached $56.77 before moderating.

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Gold Retreats as Dollar Firms, Equities Rise; Traders Eye U.S. Jobs, Inflation Data
Commodities Rebecca Torres

Gold Retreats as Dollar Firms, Equities Rise; Traders Eye U.S. Jobs, Inflation Data

Gold prices declined on Tuesday, pressured by a stronger U.S. dollar and improved risk sentiment in equity markets. Market focus now shifts to upcoming U.S. employment and consumer price reports for clues on the Federal Reserve's interest rate path.

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Marriott Shares Surge on 2026 Outlook Despite Mixed Travel Demand
Earnings James Calloway

Marriott Shares Surge on 2026 Outlook Despite Mixed Travel Demand

Marriott International stock jumped over 9% after reporting quarterly results and issuing 2026 guidance, highlighting a divergence between strong luxury demand and softer budget travel.

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XRP Tests $1.40 Support Amid Crypto Market Retreat; ETF Inflows and Ripple Event in Focus
Crypto Sarah Chen

XRP Tests $1.40 Support Amid Crypto Market Retreat; ETF Inflows and Ripple Event in Focus

XRP declined approximately 2.7% to near $1.40, testing a key technical level as the broader digital asset market faced pressure. Traders are monitoring U.S. spot ETF inflows and an upcoming Ripple community event.

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S&P Global Tumbles on Subpar 2026 Forecast, Drags Down Financial Data Peers
Earnings James Calloway

S&P Global Tumbles on Subpar 2026 Forecast, Drags Down Financial Data Peers

S&P Global shares fell sharply after issuing a 2026 profit outlook below analyst expectations, sparking a sell-off in related financial information stocks.

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Philips Soars on Upgraded Margin Targets and Dividend Plan
Earnings James Calloway

Philips Soars on Upgraded Margin Targets and Dividend Plan

Philips shares surged over 11% after the company projected stronger profitability through 2026, including an adjusted EBITA margin of 12.5%-13.0% and free cash flow up to €1.5 billion.

Natural Gas Futures Extend Slide on Warm Weather, Williams Gains on Upbeat Outlook
Commodities Rebecca Torres

Natural Gas Futures Extend Slide on Warm Weather, Williams Gains on Upbeat Outlook

U.S. natural gas futures fell for a second session as mild forecasts dampened demand. Williams Companies shares climbed after the pipeline operator raised its 2026 profit forecast and dividend.

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