Meta Platforms (NASDAQ: META) is reportedly preparing to re-enter the stablecoin market in the second half of the year.Sources familiar with the matter claim the company has circulated a request for product (RFP) to third-party firms to help administer stablecoin-based payments, according to a report published by CoinDesk on February 24.The renewed interest in stablecoins follows a failed attempt to launch one with Libra in 2019, which faced significant regulatory resistance amid political scrutiny. Convers ...

Nvidia (NASDAQ: NVDA) stock is back in the green in 2026 and the AI chipmaker is expected to pay its first dividend of the year later next month. Specifically, NVDA investors will be paid out on March 27 and will receive a payout of $0.01 per share. The $0.01 per share figure marks no difference from the past quarter’s dividend issued on December 26, 2025.Nvidia dividend schedule. Source: Dividend.comHow much will NVDA investors receive in dividends next month?Accordingly, the annual payout sits at $0.04, m ...

Core Viewpoint - International Business Machines (IBM) is experiencing significant stock pressure, with February potentially being its worst month in over 50 years, primarily due to competition from AI advancements by Anthropic [1][2]. Group 1: Stock Performance - IBM's stock dropped 13.15% following Anthropic's announcement, marking the company's worst trading day in the 21st century with a closing price of $224.50 [1][2]. - The stock's decline is attributed to concerns over the company's reliance on COBOL, a programming language that is becoming increasingly obsolete due to a shortage of developers [3][4]. Group 2: COBOL and Developer Bottleneck - COBOL is critical for IBM's operations, facilitating large-scale transactions across various sectors, yet the number of developers proficient in it is diminishing as new programmers favor languages like Python and Java [4][5]. - Reports indicate that hundreds of billions of lines of COBOL code are in use daily, but the institutional knowledge is fading as the original developers retire [5][7]. Group 3: AI's Role in Modernization - Anthropic claims its AI technology can modernize COBOL infrastructure, potentially allowing teams to update their codebases in quarters instead of years, which poses a threat to IBM's traditional business model [8][9]. - Despite the potential benefits of AI in modernization, IBM's long-term business outlook remains under pressure due to these technological advancements [8].

Core Viewpoint - A banking giant, Goldman Sachs, maintains a Buy rating on Microsoft (NASDAQ: MSFT) with a price target of $600, indicating confidence in the company's long-term growth despite current price declines [1][2]. Group 1: Stock Performance and Analyst Ratings - The reaffirmed price target of $600 represents a projected upside of approximately 55% from Microsoft's current value of $389, despite a year-to-date drop of over 15% [2]. - Wall Street analysts remain bullish on MSFT, with a consensus rating of 'Strong Buy' from 36 analysts, where 33 recommend buying, three suggest holding, and none recommend selling [7][8]. - The consensus 12-month price target is $594.02, implying a potential upside of 52.88%, with a high-end target of $678 and a low estimate of $392 [8]. Group 2: Technological Developments - The positive outlook follows Microsoft's announcement of the Maia 200 AI inference accelerator, which is designed to enhance AI workloads and reflects progress in the company's internal chip development [4]. - The Maia 200's performance is reportedly becoming competitive with other solutions, which could improve Microsoft's AI compute price-to-performance positioning within Azure [5]. - Enhanced efficiency at the silicon level may help Microsoft achieve AI compute gross margins similar to traditional CPU-based cloud workloads, thereby strengthening profitability in its cloud segment [5]. Group 3: Risks and Challenges - Execution risks are present, as large-scale production benchmark data for the Maia 200 has not yet been fully demonstrated, and successful manufacturing ramp-up is essential for broader rollout [6]. - Expanding software ecosystem support, including developer tools and inference engines, is critical for maximizing adoption of the Maia 200 [6]. - The competitive landscape is rapidly evolving, with rival accelerator programs advancing, which could pose challenges for Microsoft [6].

A banking giant has suggested that Microsoft (NASDAQ: MSFT) stock still has potential upside despite the ongoing drop in prices.In this case, Goldman Sachs has reiterated its Buy rating on Microsoft and maintained a $600 price target, signaling continued confidence in the software giant’s long-term growth prospects despite competitive pressures in artificial intelligence.The reaffirmed target represents a projected upside of roughly 55% from Microsoft’s press-time value of $389. Notably, MSFT has had a roug ...

Wells Fargo (NYSE: WFC) analyst Ken Gawrelski apparently took Google’s (NASDAQ: GOOGL) Friday, February 20 rally as a sign it was time to alter the previously-neutral rating for the technology giant’s equity.Specifically, the Wall Street expert elected to raise his recommendation for GOOGL shares from ‘Neutral’ to ‘Buy’ on Monday, February 23, while simultaneously raising his 12-month price target from $353 to $387.With Google stock trading at $315 following a 0.05% decline year-to-date (YTD) and a 5-day ra ...

Core Viewpoint - Domino's Pizza stock has experienced a significant pre-market rally, rising 5.94% to $407.45, despite being down 9% year-to-date [1][2]. Financial Performance - In Q4 2025, Domino's Pizza reported revenue of $1.535 billion, an increase of $90 million from Q4 2024 [3]. - The total revenue for 2025 reached $4.94 billion, which is $234 million higher than the revenue recorded in 2024 [3]. - The earnings per share (EPS) for the quarter was reported at $5.35, slightly below the forecast of $5.36 [2]. Market Reaction - The stock's rally marks a break from a downtrend, although Wall Street issued a bearish revision with a 'Sell' rating and a price target of $370, indicating a potential 9% decline [2][5]. - Despite the positive earnings reaction, Warren Buffett's Berkshire Hathaway has not seen a profitable position in DPZ, losing $32 million since the start of 2026 [6][7]. Dividend Increase - Domino's Pizza's board approved a 15% increase in dividends to $1.99 per share quarterly, which will yield approximately $7 million for Berkshire Hathaway every three months, totaling about $28 million annually [8].

Core Viewpoint - Nvidia's stock performance ahead of earnings reports has shown volatility, with significant growth since late 2022 but uncertainty surrounding future earnings releases [1][2] Group 1: Stock Performance and Market Sentiment - Nvidia has experienced a $4.3 trillion growth since late 2022, but investing in NVDA stock before earnings reports has become risky due to past pullbacks following earnings releases [1] - The upcoming February 25, 2026 earnings report is expected to bring similar uncertainty, with NVDA shares trading flat since the beginning of the year [2] - Wall Street maintains a 'Strong Buy' rating for Nvidia, forecasting a 39.94% increase to $265.63 in the next 12 months, supported by strong revenue growth and a robust cash position [4][6] Group 2: Technological Dominance and Partnerships - Nvidia's technological leadership remains unchallenged, with its hardware consistently outperforming competitors, contributing to its strong position among corporate clients [6] - The company is reportedly finalizing a $30 billion investment in OpenAI, part of a larger effort by OpenAI to raise $100 billion at an $830 billion valuation [7] Group 3: Risks and Concerns - The $30 billion agreement with OpenAI raises concerns about the AI industry's profitability, as the deal appears less binding than initially reported [9][10] - There is uncertainty regarding demand for AI, with reports indicating that impressive user figures may not translate to sustainable growth, and OpenAI is projected to lose $14 billion in 2026 [11][12] - Customer concentration poses a risk, with three clients accounting for about half of Nvidia's income, which could impact future earnings guidance [13] - The memory shortage, termed 'RAMageddon,' may force Nvidia to reissue older chips, risking market share to competitors like AMD and Intel [14][15]

Core Insights - Microsoft is experiencing significant long-term warning signals as a result of a sharp selloff, pushing the stock into a critical technical zone [1] - The stock has fallen to $397.29, down 7.67% in the latest monthly candle, breaking below the $410 level and testing a key long-term support zone [2] Technical Analysis - The focus is on the 50-month moving average (MA), which has served as Microsoft's primary structural support since December 2011, previously leading to bullish reversals [3] - A confirmed monthly close below the 50-month MA would indicate a major technical breakdown, with the next key support at the 100-month moving average near $300, aligning with significant Fibonacci retracement levels [4] - The monthly Relative Strength Index (RSI) is testing the crucial 44 support level, with a potential break below opening the path toward the oversold threshold of 30, which could coincide with a price decline toward the 100-month moving average [5] Financial Performance - Following the fiscal Q2 earnings report in late January, Microsoft reported a 17% revenue growth to $81.3 billion, exceeding estimates, but concerns arose from a $37.5 billion capital expenditure primarily for AI data centers and GPUs [6] - Despite robust demand for AI and cloud services, heavy spending has led to skepticism among investors, with some major funds trimming positions due to fears of delayed returns and potential margin pressure [7]

Core Insights - Nvidia is expected to see a stock price increase, potentially moving above $200, driven by upcoming earnings and strong market sentiment towards AI investments [1][4] - The projected trading range for Nvidia's stock by March 1, 2026, is between $212 and $225, with a most likely level around $218 to $220, indicating a potential gain of 15% to 20% from late-February levels [2][4] Financial Performance Expectations - Analysts anticipate Nvidia's fiscal fourth-quarter 2026 earnings report to show revenue growth exceeding 60%, with expectations of a significant earnings beat [4][10] - Revenue is projected to be approximately $65.5 billion to $65.6 billion, aligning with the company's guidance and reflecting a year-over-year growth of about 66% to 68% [10] - Adjusted earnings per share are expected to be around $1.52, representing a 71% increase from the previous year [10] AI Market Dynamics - Continued momentum in AI spending is expected, with Nvidia securing multi-year agreements to supply AI chips to major technology partners like Meta Platforms [5] - Industry projections indicate sustained global investment growth in AI, which supports demand for Nvidia's products [5] Market Sentiment and Stock Dynamics - The stock's short-term performance is likely to be influenced more by earnings reactions and investor sentiment rather than long-term price targets, which often exceed $250 over a 12-month horizon [9] - Recent technical pullbacks in Nvidia's share price suggest a potential consolidation phase before a breakout, indicating that gains may occur gradually [7] Future Guidance and Investor Focus - Investors will be closely monitoring fiscal Q1 2027 guidance, trends in AI spending, and updates on Nvidia's Blackwell and next-generation Rubin chips, as these factors are likely to influence broader technology market sentiment [11]