TSM remains a great Buy despite the outsized rally, driven by the robust AI-related demand, the strong pricing power, and the industry-leading foundry capabilities. The management now projects an excellent +25% revenue growth and mid-to-high 50%s AI-accelerator growth through 2029, underpinned by broad hyperscaler demand. The next gen nodes across N2, N2P, A16 and its derivatives are likely to sustain TSM's robust profitable growth prospects, as some of these platforms hit volume production by H2'26.

Strategy is set to report its fourth quarter (Q4) earnings on Thursday, February 5. The earnings are likely to disappoint investors, as Bitcoin declined precipitously in value over the course of the quarter, creating massive unrealized losses. Despite a seemingly low debt/equity ratio (0.14), Strategy faces a headwind in a scenario where the Bitcoin's price continues to fall.

Super Micro Computer (NASDAQ: SMCI) reports Q2 fiscal 2026 earnings today, Feb.

Visa Inc. and Mastercard Incorporated are compared as dominant global payment networks with robust business models. Both V and MA benefit from secular trends in digital payments and exhibit strong pricing power and high margins. Competitive risks remain limited due to significant network effects and entrenched market positions.

INTC debuts Xeon 600 processors with major core, AI and connectivity upgrades as it targets growth in high-end workstation and AI computing.

Between November 2025 and February 2026, SanDisk (SNDK)'s shares skyrocketed by 242%, spurred by rising revenues and an increasing valuation multiple. The increase was driven by a strategic Western Digital spin-off, diminishing NAND supply, surging AI demand, impressive Q2 earnings, and a wave of optimistic analyst commentary.

Gold price rebounds sharply as traders target the $5002–$5143 zone, but Fed policy risks and weak support suggest the gold market remains vulnerable.

It has been a rough ride for shareholders of Hertz Global Holdings NASDAQ: HTZ. Over the past five years, shares are down more than 79%, including a nearly 43% loss since the stock's one-year high on April 24, 2025.

IREN remains a buy ahead of 2Q26 in my book, driven by its transition from Bitcoin mining to AI cloud infrastructure. IREN's AI data center pipeline, expanding margins, and hyperscaler contracts, especially with Microsoft, support improved revenue visibility and multiple expansions. Valuation is compelling: IREN trades at a forward PE of 50.25x, roughly half that of key peer Nebius, with strong technical support and momentum.

Disney Chairman of the Board James Gorman joins CNBC's ‘Squawk on the Street' to discuss the company's succession plan. The entertainment giant named parks boss Josh D'Amaro as its next CEO, set to succeed Bob Iger on March 18.

Beyond analysts' top-and-bottom-line estimates for BILL Holdings (BILL), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.

Get a deeper insight into the potential performance of Align Technology (ALGN) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Thomson Reuters (TRI), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.

Besides Wall Street's top-and-bottom-line estimates for Malibu Boats (MBUU), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

Besides Wall Street's top-and-bottom-line estimates for Crown Castle (CCI), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

Evaluate the expected performance of ArcelorMittal (MT) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Besides Wall Street's top-and-bottom-line estimates for Bloom Energy (BE), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

Get a deeper insight into the potential performance of Old Dominion (ODFL) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Besides Wall Street's top-and-bottom-line estimates for Rockwell Automation (ROK), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

Get a deeper insight into the potential performance of Monolithic (MPWR) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.