On February 27, 2026, a strange chill settled over Silicon Valley and Wall Street alike. Just forty-eight hours after Nvidia (NASDAQ:NVDA) delivered what many analysts called a "near-perfect" fiscal fourth-quarter earnings report, the very sector it helped create began to buckle. In a classic "sell the news" event amplified
In the high-stakes theater of global cybersecurity, few names command as much attention—or incite as much debate—as CrowdStrike Holdings, Inc. (NASDAQ: CRWD). As of February 27, 2026, the company sits at a critical crossroads. After spent much of 2025 rebuilding its reputation following the infamous global IT outage of July 2024, CrowdStrike recently navigated a [...]
As of February 27, 2026, the global technology landscape is grappling with a paradox. While the "AI Gold Rush" of 2023–2024 has matured into a multi-billion-dollar infrastructure industry, the semiconductor sector is currently enduring a cooling period—a "digestive pullback" driven by investor fatigue over hyper-scale capital expenditure and valuation normalization. At the epicenter of this [...]
On February 27, 2026, the financial markets are witnessing a historic recalibration of one of technology’s most enduring titans. Dell Technologies (NYSE: DELL) has shattered the narrative that it is a legacy hardware manufacturer, emerging instead as the undisputed "backbone of the AI era." Following a record-breaking Fourth Quarter Fiscal 2026 earnings report released yesterday, [...]
A number of stocks fell in the afternoon session after the semiconductor sector tumbled as a 'buy the rumor, sell the news' event unfolded around AI-chip leader Nvidia, despite its strong earnings report.
A number of stocks fell in the afternoon session after the semiconductor sector tumbled as a 'buy the rumor, sell the news' event unfolded around AI-chip leader Nvidia, despite its strong earnings report.
Shares of water management company Northwest Pipe (NASDAQ:NWPX)
jumped 9.4% in the afternoon session after the company reported fourth-quarter 2025 financial results that surpassed analyst expectations on both revenue and profit.
A number of stocks fell in the afternoon session after the semiconductor sector tumbled as a 'buy the rumor, sell the news' event unfolded around AI-chip leader Nvidia, despite its strong earnings report.
Nvidia stock is dipping despite a blockbuster Q4 release and upbeat future guidance. JPMorgan analyst explains why it’s an opportunity to load up on a quality name at a discount.
In a move designed to break the stranglehold of vertically integrated AI stacks, Advanced Micro Devices, Inc. (NASDAQ: AMD) and Nutanix (NASDAQ: NTNX) have announced a landmark $250 million strategic partnership. The collaboration aims to deliver a production-ready, "open" enterprise AI platform specifically optimized for agentic AI—autonomous systems capable
In a financial performance that has effectively "reset the math" for the global technology sector, NVIDIA (NASDAQ:NVDA) reported record-breaking fourth-quarter and fiscal year 2026 results on February 25, 2026. The company posted a staggering $68.1 billion in quarterly revenue, driven by an insatiable global demand for artificial intelligence
Broadcom Inc (NASDAQ:AVGO) shares are dropping on Thursday as a sector‑wide sell‑off triggered by Nvidia Corp's (NASDAQ:NVDA) post‑earnings decline weighs on chip stocks.
Shares of solar tracking systems manufacturer Array (NASDAQ:ARRY)
fell 34.8% in the morning session after the company reported mixed fourth-quarter results, which were overshadowed by a weak financial outlook for the full year.
Shares of building services and installation company TopBuild (NYSE:BLD)
fell 4.5% in the afternoon session after the company reported fourth-quarter 2025 results and provided a 2026 financial outlook that fell short of Wall Street’s expectations.
Shares of energy recovery device manufacturer Energy Recovery (NASDAQ:ERII) fell 35% in the morning session after the company reported disappointing fourth-quarter 2025 financial results that fell short of Wall Street's expectations.
Shares of specialty construction contractor company EMCOR (NYSE:EME)
fell 9.8% in the morning session after the company reported strong fourth-quarter 2025 earnings but provided a 2026 outlook that disappointed investors.
Shares of environmental services provider Montrose (NYSE:MEG)
jumped 14.8% in the morning session after the company reported fourth-quarter 2025 results that topped Wall Street estimates and provided an upbeat forecast for the upcoming year. For the fourth quarter, Montrose posted revenue of $193.3 million, a 2.2% increase year-on-year, which surpassed analysts' expectations. The company's profitability was a significant highlight, with non-GAAP earnings of $0.35 per share, soundly beating the consensus estimate of $0.19. Looking ahead, Montrose issued full-year revenue guidance with a midpoint of $870 million, which was above analyst forecasts. The company also projected 2026 adjusted EBITDA of $127.5 million at the midpoint, also ahead of expectations. The strong quarter and optimistic outlook signaled healthy demand for its environmental services, boosting investor confidence.
