The infrastructure underpinning the artificial intelligence revolution just received a massive upgrade. On February 5, 2026, Tower Semiconductor (NASDAQ: TSEM) confirmed a landmark strategic collaboration with NVIDIA (NASDAQ: NVDA) aimed at scaling 1.6T (1.6 Terabit-per-second) silicon photonics for next-generation AI data centers. This announcement marks a pivotal shift in how data moves between GPUs, effectively [...]
The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as the reflation narrative gained traction.
Micron Technology (NASDAQ: MU) has officially confirmed that its entire production capacity for High-Bandwidth Memory (HBM) is fully committed through the end of the 2026 calendar year. This landmark announcement underscores a historic supply-demand imbalance in the semiconductor sector, driven by the insatiable appetite for artificial intelligence infrastructure. As the industry moves into 2026, Micron’s [...]
As of February 6, 2026, the artificial intelligence landscape is witnessing a monumental shift in power. While the initial wave of the AI revolution was defined by general-purpose GPUs, the current era belongs to "bespoke compute." Broadcom Inc. (NASDAQ: AVGO) has emerged as the primary architect of this new world, solidifying its leadership in custom [...]
Advanced Micro Devices, Inc. (NASDAQ:AMD) has officially crossed a historic threshold, reporting a record-shattering fourth quarter for 2025 that cements its position as the premier alternative to Nvidia in the global AI arms race. With total quarterly revenue reaching $10.27 billion—a 34% increase year-over-year—the company’s strategic pivot toward a "data center first" model has reached [...]
The global semiconductor industry is on the verge of a historic transformation, with recent analyst reports confirming that the market is set to hit the $1 trillion mark by late 2026—nearly four years ahead of previous industry forecasts. In a series of blockbuster updates released in early 2026, leading financial institutions Wells Fargo (NYSE: WFC) [...]
As of February 6, 2026, the global semiconductor landscape is witnessing a seismic shift as Intel (NASDAQ: INTC) officially enters the high-volume manufacturing (HVM) phase of its ambitious 18A process node. Following a string of turbulent years, the company’s Q4 2025 earnings report, released late last month, signaled a definitive turning point. Intel beat analyst [...]
As of February 6, 2026, the global semiconductor landscape has reached a fever pitch, with Taiwan Semiconductor Manufacturing Company (NYSE: TSM) standing at the absolute center of the storm. In its most recent quarterly report, the foundry giant posted financial results that shattered analyst expectations, driven by an insatiable hunger for high-performance computing (HPC) and [...]
As of February 6, 2026, the artificial intelligence landscape is bracing for its most significant hardware shift yet. NVIDIA (NASDAQ: NVDA) has officially moved its next-generation "Rubin" architecture into mass production, backed by a staggering $500 billion order backlog that underscores the insatiable global appetite for compute. This transition marks the culmination of the company’s [...]
Cybersecurity cloud platform provider Qualys (NASDAQ:QLYS) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 10.1% year on year to $175.3 million. The company expects next quarter’s revenue to be around $173.5 million, close to analysts’ estimates. Its non-GAAP profit of $1.87 per share was 4.9% above analysts’ consensus estimates.
Despite short-term exhaustion, USD/JPY remains in a strong uptrend, with interest rate differentials favoring buyers on pullbacks toward key support zones.
Cotton price action is back up 6 to 13 points so far on Friday morning. Futures posted losses of 45 to 50 points across the front months. Crude oil futures are down $2.02 per barrel on the day at $63.12. The US dollar index was up $0.371 to $97.860....
Live cattle rounded out a weaker Thursday session with contracts down $5 to $6.20. Preliminary open interest data showed some long liquidation, down 2,175 contracts on Thursday. The Thursday Fed Cattle Exchange online auction showed no sales on the 1...
Wheat is trading with winter wheat contracts higher and spring wheat lower. The wheat complex posted gains across the three markets on Thursday. Chicago SRW futures closed 7 to 9 cents higher in the front months. Open interest was down 755 contracts...
Corn price action is down fractionally to a penny so far. Futures closed the Thursday session with contracts 5 to 6 cents lower. Preliminary open interest was up 4,258 contracts on Thursday, with the roll out of March beginning. The CmdtyView nation...
Lean hog futures closed with 7 to 70 cent losses across the front months on Thursday. Open interest was up 2,062 contracts on Thursday. USDA’s national base hog price was reported at $86.58 on Thursday afternoon, down 24 cents from the day prior. The...
Soybeans are trading with contracts 5 to 6 1/2 cents higher in the front months, with new crop lagging behind. Futures closed 18 to 21 ¼ cents higher on Thursday, with new crop contracts up 7 to 11 cents. The cmdtyView national average Cash Bean pric...
According to BofA’s latest Flow Show report, as cited by MarketWatch, the firm’s proprietary Bull & Bear Indicator is currently at a nearly two-decade high of 9.6, the highest since March 2006.
