 The U.S. stock market has taken a turn lower this week, with the benchmark S&P 500 ETF (NYSEARCA: SPY) falling over 2% on the week coming into Friday, Feb. 6's session. Software and technology have led the market lower, along with the recent crypto and Bitcoin crash, sparking greater fears. Ho.... |
Good MorningLast week's volatility was tied to renewed fears of an AI bubble, even as earnings were broadly solid. Some of the biggest pullbacks were concentrated in mega-cap technology, where results and AI spending plans did not match elevated expectations, but the underlying theme remained a steady commitment to data center and AI investment.
Concerns that AI could make software-as-a-service providers obsolete looked counterintuitive, since AI is software and many of the hardest-hit names are actively embedding it into their platforms to help businesses use data and automate operations. The broader market action remained constructive, with losses concentrated in big tech while many other areas advanced, including small caps and a notable move in transportation stocks.
On the macro front, early-2026 data pointed to expansion across manufacturing, services, and labor, with pockets of weakness in areas like auto sales and job openings, and attention now turning to the next set of major economic reports. Featured: Be first in line. (Ad) 
| Consumer Staples | | The U.S. stock market has taken a turn lower this week, with the benchmark S&P 500 ETF (NYSEARCA: SPY) falling over 2% on the week coming into Friday, Feb. 6's session. Software and technology have led the market lower, along with the recent crypto and Bitcoin crash, sparking greater fears. Ho... Read the Full Story |
| From Our Partners | | Markets are settling into a different phase, and investors are starting to look at AI through a more practical lens. Instead of chasing hype, capital is flowing toward companies using AI to improve margins, reduce costs, and drive measurable results today. We've been reviewing a group of AI-focused businesses that benefit as adoption scales and AI becomes part of everyday operations, not just a future promise. The emphasis is on earnings discipline, real productivity gains, and business models built to compound as AI usage deepens. | | Access the AI stock research report and see the nine companies highlighted |
| Markets | | A sudden reversal in the precious metals rally has left investors scrambling to once again reassess how gold should fit into their portfolios. Still, despite the per-ounce price plunging hundreds of dollars from an all-time high of around $5,600, gold is still up 68% over the past year—and ... Read the Full Story |
| Technology | | Early in 2026, shares of semiconductor giant Broadcom (NASDAQ: AVGO) are continuing on their negative trajectory that characterized the end of 2025. As of the Feb. 5 close, AVGO stock has fallen 10% on the year. Overall, shares are now down 23% since the company last reported earnings on Dec. 11, ... Read the Full Story |
| From Our Partners | | The CEO of one of the biggest AI firms in the world just went public with a chilling warning: AI will be better than humans at everything by 2027. He's not the only one sounding the alarm. Elon Musk has also said AI will surpass human intelligence by 2027. Once AI crosses that line, the ripple effects on our economy could be devastating. Former Google exec Kai-Fu Lee recently said AI could wipe out 50% of all jobs by 2027, throwing millions of everyday folks out of work and into financial quicksand. But you don't have to be one of the ones left behind. One ex-Wall Street insider whose team predicted Nvidia's rise in 2020 has identified three simple moves to help you land on the right side of what's coming. | | See the three moves before AI reshapes everything |
| Medical | | Contrary to what investors have seen this earnings season, earnings growth is traditionally one of the key indicators of stock price growth. For calendar year 2026, FactSet forecasts earnings growth of companies in the S&P 500 to come in at 15%. That's above the trailing 10-year average of 8.6... Read the Full Story |
| Consumer Staples | | The market may be pulling back, but for contrarian investors, that pullback is often where opportunity begins. Major indexes are only modestly off their highs, but many individual stocks are down 20% to 50%—a disconnect that’s created fertile ground for selective ‘buy the dip&rs... Read the Full Story |
| From Our Partners | | After five decades in the markets, from professional trading desks to teaching thousands of regular folks, one thing is clear: weekday trading isn't what it used to be. Headlines whip prices back and forth, and by Friday most traders are worn out with little to show for it. But a pattern has been unfolding where the real moves happen toward the weekend. This approach lets you sidestep weekday noise and focus on the stretch where stocks tend to make their biggest bullish moves. It all revolves around a simple three-letter ticker most people ignore. | | See how the Weekend Income strategy works. |
| Technology | | Rockwell Automation’s (NYSE: ROK) February price pullback is an opportunity to invest, as it is a countertrend move within an otherwise bullish market. This market is driven by growth, outperformance, and cash flow, which, in turn, support healthy capital returns and investor leverage. Wh... Read the Full Story |
| Aerospace | | February 2026 has presented a stark contradiction for investors in Vertical Aerospace (NYSE: EVTL). On the surface, the company appears to be firing on all cylinders. In just the first week of the month, the electric aircraft manufacturer unleashed a flurry of positive news, announcing major marke... Read the Full Story |
| Energy | | Bloom Energy (NYSE: BE) has been advancing for months due to its exposure to data center and industrial power needs. While not completely green, its easily deployable, ready-to-scale, chemically based fuel cells are as green as they come for carbon-based energy and are in high demand. Data cen... Read the Full Story |
| Technology | | Semiconductor investors have spent much of the last year waiting for the cycle to turn, but Texas Instruments (NASDAQ: TXN) has decided not to wait any longer. In early February 2026, the Dallas-based chipmaker signaled a massive shift in its corporate strategy. The stock has shown remarkable re... Read the Full Story |
| Technology | | Microchip Technology's (NASDAQ: MCHP) Q3 fiscal year 2026 (FY2026) earnings report was no blowout, but everything about it is bullish. In the words of the CEO, Steve Sanghi, the company is amid a broad-based recovery in end semiconductor markets, compounded by improving operational excellence. T... Read the Full Story |
| Monday's Early Bird Stock Of The Day Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. It operates through Data Center, Client, Gaming, and Embedded segments. The company offers x86 microprocessors and graphics processing units (GPUs) as an accelerated processing unit, chipsets, data center, and professional GPUs; and embedded processors, and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing unites, field programmable gate arrays (FPGA), ... | Should I Buy Advanced Micro Devices Stock? AMD Bull and Bear Case Explained These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Advanced Micro Devices was last updated on Thursday, February 05, 2026 at 6:20 PM. Advanced Micro Devices Bull Case - Advanced Micro Devices, Inc. reported record financial results, with quarterly revenue reaching approximately $10.3 billion, indicating strong growth and profitability.
- The company has shown significant momentum in the data center segment, achieving record revenue driven by the latest EPYC server gains and a robust roadmap for AI products, which positions it well for future growth.
- Current stock price is around $242, reflecting a strong market position and investor confidence in the company's growth trajectory.
- Advanced Micro Devices, Inc. has demonstrated impressive client revenue growth, particularly with its latest Ryzen desktop and mobile CPUs, which have expanded its market share and product offerings.
- The firm has a solid financial foundation, with a low debt-to-equity ratio, indicating a strong balance sheet and reduced financial risk for investors.
Advanced Micro Devices Bear Case - There is uncertainty regarding future sales to China, with management projecting significantly lower revenue from this market due to export risks, which could impact overall earnings.
- The company anticipates a decline in semi-custom gaming revenue as the current console cycle winds down, which may affect future profitability.
- Despite strong growth, the high price-to-earnings ratio suggests that the stock may be overvalued, which could pose risks for new investors.
- Advanced Micro Devices, Inc. faces increasing competition in the semiconductor market, which could pressure margins and market share.
- The volatility in the tech sector, reflected in the company's beta, indicates that the stock may experience significant price fluctuations, which could be a concern for risk-averse investors.
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