The financial landscape of early 2026 has been defined by a definitive "Great Rotation," as investors aggressively pivot away from the mega-cap technology giants that dominated the previous decade in favor of long-neglected small-cap stocks. In a dramatic reversal of the "Magnificent Seven" era, the Russell 2000 Index (NYSE: IWM)
The firm has been working for months with bankers to prepare itself for a potential activist campaign or unwanted takeover bid, Semafor reported on Thursday.
Burry pointed out that there has been a surge in Nvidia’s purchase obligations, which rose to $95.2 billion at the end of the fourth quarter, compared to $16.1 billion a year ago.
The economist added that the Federal Open Market Committee’s structure makes it susceptible to groupthink and that the institution has experienced mission creep.
The lab, which is expected to launch its next major update, V4, granted early access to domestic suppliers, including Huawei Technologies, a Reuters report said.
Super Micro Computer on Wednesday announced the launch of a new enterprise AI data platform in collaboration with VAST Data that will leverage Nvidia’s open models, microservices, and libraries.
The San Francisco-based AI startup announced 10 new capabilities for enterprise customers to use its technology across functions such as coding, cybersecurity, human resources, and investment banking, among others.
First Solar’s full-year revenue came below Wall Street expectations and a quarterly profit miss has raised investor concerns regarding cost pressure due to tariffs.
After the company’s stock rallied in January following Trump’s comments on lowering mortgage rates, investors have grown cautious about Rocket Companies' growth prospects amid AI disruption fears.
The company is heavily investing in scale AI for buyers and sellers on its platforms to drive more revenue growth while the bottom line remains squeezed.
