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02.02.26 - 20:36
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Disney Warns on Outlook as CEO Shift Nears | Open Interest 2/2/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." A meltdown in metals rattles markets, setting off a domino effect in stocks as investors brace for a possible Warsh-led Fed. In AI, Oracle eyes a massive $50-billion funding push while Nvidia's CEO cools expectations around OpenAI. And on earnings—Disney's outlook disappoints as a new CEO contender emerges, while Porsche weighs cutting electric sports cars to rein in costs. (Source: Bloomberg)...
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02.02.26 - 15:12
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Broadcom and TSMC Emerge as ‘Big Winners’ in Custom AI Chip Boom (24/7 Wall St.)
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Broadcom (NASDAQ:AVGO) and Taiwan Semiconductor Manufacturing (NYSE:TSM) are emerging as major beneficiaries of the custom AI chip boom, capturing value alongside NVIDIA's continued dominance in the AI infrastructure market. Broadcom just reported Q1 FY2026 revenue of $18.02B, up 28% year-over-year, with AI semiconductor revenue surging 74%. The company's Q1 FY2026 guidance projects AI semiconductor revenue ... Broadcom and TSMC Emerge as 'Big Winners' in Custom AI Chip Boom
The post Broadcom and TSMC Emerge as 'Big Winners' in Custom AI Chip Boom appeared first on 24/7 Wall St.....
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02.02.26 - 15:01
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Nvidia’s $100 Billion OpenAI Investment Plan Reportedly Hits Snag Amid Internal Concerns (24/7 Wall St.)
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Nvidia Corporation (NASDAQ:NVDA) is facing reported internal pushback on its ambitious $100 billion investment plan in OpenAI, according to a Wall Street Journal report that sent ripples through retail investor communities over the weekend. The news marks a potential shift in the AI infrastructure buildout narrative that has powered Nvidia's 53% stock gain over the ... Nvidia's $100 Billion OpenAI Investment Plan Reportedly Hits Snag Amid Internal Concerns
The post Nvidia's $100 Billion OpenAI Investment Plan Reportedly Hits Snag Amid Internal Concerns appeared first on 24/7 Wall St.....
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02.02.26 - 15:01
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U.S. Stocks May See Early Weakness As Nvidia Slumps (RTTNews)
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Following the mixed performance seen last week, stocks may move to the downside in early trading on Monday. The major index futures are currently pointing to a lower open for the markets, with the S&P 500 futures down by 0.4 percent....
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02.02.26 - 14:36
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Can Google Gemini Keep Up the Pace in 2026? (24/7 Wall St.)
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Alphabet (NASDAQ:GOOGL) has had such an incredible run in 2025, and despite the increased choppiness in the Magnificent Seven in January, shares of Alphabet have held steady. With Nvidia (NASDAQ:NVDA) shares experiencing a slowing of pace, perhaps Alphabet has what it takes to rise to the very top of the market cap leaderboards, something I ... Can Google Gemini Keep Up the Pace in 2026?
The post Can Google Gemini Keep Up the Pace in 2026? appeared first on 24/7 Wall St.....
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