Stock Markets
Stock Markets
Semiconductor Rally Faces Margin Guidance Test
Feb 05, 2026 11:03Investors are closely watching whether rising capex can be offset by software and services mix.
Stock Markets
Cloud Platform Stocks Reprice After AI Spend Disclosures
Feb 05, 2026 08:03Capex transparency is becoming the main signal for long-duration growth narratives.
Stock Markets
Fintech Midcaps Gain on Profitability Milestones
Feb 05, 2026 05:03Several payment and API-first firms posted improved unit economics and tighter cost controls.