NVIDIA Corp (NVDA)

The next half-decade could be make or break for this AI leader.

Hyperscalers are desperate for data center capacity.

The "ABUSA" trend might drive more investors toward international ETFs.

Shares of online insurance comparison site EverQuote (NASDAQ:EVER) fell 10.9% in the afternoon session after fears of industry disruption were sparked by the launch of an artificial intelligence tool from competitor Insurify, an online insurance shopping platform. The broader US insurance broker sector experienced a downturn as the new tool stoked concerns about the industry's future. The introduction of this AI technology raised questions among investors about its potential to change how the insurance market operates. This uncertainty led to a negative reaction for companies within the sector, reflecting worries that existing business models could face significant challenges.

Shares of bitcoin development company Strategy (NASDAQ:MSTR) fell 4.8% in the afternoon session after its stock price fell in tandem with a significant drop in Bitcoin, reflecting the company's deep ties to the cryptocurrency. The company's executive, Michael Saylor, directly linked the stock's steep decline to a four-month bear market for Bitcoin. The digital currency fell from over $110,000 to near $70,000. Market participants increasingly treated Strategy's stock as a Bitcoin-linked instrument. The company's identity is closely connected to its strategy of accumulating large amounts of the digital asset. 

Shares of infrastructure and defense services provider Parsons (NYSE:PSN) fell 13.6% in the afternoon session after the company reported fourth-quarter 2025 earnings and revenue that fell short of Wall Street expectations. Parsons announced quarterly earnings of $0.75 per share, which was below the average analyst estimate of $0.79 per share. The infrastructure and defense services provider also posted revenue of $1.6 billion for the period, missing the consensus forecast of $1.67 billion. This revenue figure marked a 7.5% decline from the same quarter in the previous year. The dual miss on both top and bottom lines prompted a negative reaction from investors.

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 5.1% in the afternoon session after the company reported better-than-expected fourth-quarter results and issued an upbeat revenue forecast for the upcoming quarter. 

Shares of data center products and services company Vertiv (NYSE:VRT) jumped 18.3% in the afternoon session after it reported solid fourth-quarter results and provided an optimistic forecast for the upcoming year. For the fourth quarter, Vertiv's revenue of $2.88 billion met Wall Street's expectations, while its adjusted earnings per share of $1.36 surpassed consensus by 4.9%. The main catalyst for the stock's surge was the company's forward-looking guidance. Vertiv projected first-quarter revenue to be about $2.6 billion, beating forecasts. More significantly, its full-year 2026 adjusted earnings guidance of $6.02 per share at the midpoint was a substantial 12.9% higher than what analysts had anticipated. This strong earnings outlook, coupled with a robust free cash flow margin that more than doubled year-over-year, signaled to investors that the company's profitability and demand trends remain exceptionally strong.

Shares of mobile app technology company AppLovin (NASDAQ:APP) fell 6.4% in the afternoon session after a UBS analyst lowered the company's price target ahead of its fourth-quarter earnings report. The analyst cut the price target on the stock to $686 from $840, while still keeping a Buy rating. This adjustment occurred just before AppLovin was set to release its financial results. The significant reduction in the price target may have signaled a more cautious outlook to investors, prompting a sell-off before the official earnings announcement.

Shares of online real estate marketplace Zillow (NASDAQ:ZG) fell 15.1% in the afternoon session after the company reported mixed fourth-quarter results that left investors concerned despite beating on the top and bottom lines. While the online real estate marketplace's revenue of $654 million and its GAAP profit of $0.01 per share both topped Wall Street's expectations, other key metrics pointed to underlying weakness. The company's adjusted EBITDA, a measure of operational profitability, came in at $149 million, slightly missing the consensus estimate of $151.5 million. Furthermore, Zillow's free cash flow margin saw a sharp decline, falling to 6.7% from 15.9% in the same quarter last year, raising concerns about its cash generation efficiency. This combination of a slight miss on adjusted EBITDA and a significant drop in cash profitability appeared to outweigh the headline beats, driving negative investor sentiment.

The stock has been on a hot run, but there is plenty more where that came from.

Astera Labs (Nasdaq: ALAB) has solidified its position as the primary barometer for the next phase of the artificial intelligence revolution. In its latest Q4 earnings report, released yesterday, February 10, 2026, the connectivity specialist shattered analyst expectations and provided a 2026 revenue outlook that suggests the 'AI Supercycle' is

The optimism that defined the start of the year has met a cold reality this February. As of February 11, 2026, the market’s fervent expectation for a March interest rate cut has all but vanished, replaced by a cautious "hawkish pause" from the Federal Reserve. A paradoxical mix of

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Investors need to know this key regulatory risk that could determine the stock's fate.

Analysts think these small-cap chip stocks have triple-digit upside potential in the next year.

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Nvidia stock has climbed more than 1,000% over five years.