News

Blockonomi
blockonomi.com > nebius-nbis-stock-could-metas-130b-spending-plan-trigger-a-revenue-explosion

Nebius (NBIS) Stock: Could Meta's $130B Spending Plan Trigger a Revenue Explosion?

7+ min ago  (345+ words) Meta Platforms just announced it plans to spend between $115 billion and $135 billion on capital expenditure in 2026. That's a 74% increase at the midpoint compared to last year, and a large slice of it is going toward Nvidia GPUs. Nebius Group N.V., NBIS…...

Blockonomi
blockonomi.com > xrp-volatility-at-2024-lows-while-mutuum-finance-mutm-protocol-just-activated

XRP Volatility at 2024 Lows While Mutuum Finance (MUTM) Protocol Just Activated

9+ min ago  (713+ words) XRP is seeing one of its calmest periods in recent history. Data shows that volatility has dropped to levels not seen since 2024. For traders, this signals a slowdown in price swings. For investors, it raises new questions about what could…...

Blockonomi
blockonomi.com > microsoft-msft-stock-tech-giant-locks-20-of-openai-revenue-to-2032

Microsoft (MSFT) Stock: Tech Giant Locks 20% of OpenAI Revenue to 2032

15+ min ago  (321+ words) Microsoft (MSFT) stock is sitting at a three-year valuation low while quietly locking in one of the more interesting revenue deals in tech. The company will collect 20% of OpenAI's total revenue through 2032, up from the original 2030 cutoff. The deal was…...

Blockonomi
blockonomi.com > micron-mu-stock-hbm-demand-and-nand-price-surge-drive-multiple-analyst-upgrades

Micron (MU) Stock: HBM Demand and NAND Price Surge Drive Multiple Analyst Upgrades

24+ min ago  (404+ words) Three major Wall Street firms have issued Buy ratings on Micron Technology in the past week, with price targets now ranging from $450 to $500, as tightening memory supply and surging AI demand push the stock higher. Micron Technology, Inc., MU On…...

Blockonomi
blockonomi.com > amazon-amzn-stock-how-the-company-finally-knocked-walmart-off-americas-top-spot-after-25-years

Amazon (AMZN) Stock: How the Company Finally Knocked Walmart Off America's Top Spot After 25 Years

28+ min ago  (387+ words) Amazon's $716.9 billion in annual revenue for 2025 officially ended Walmart's 25-year run as America's largest company by revenue. Walmart reported $713.2 billion for its most recent fiscal year " a gap narrow enough to close, but a gap nonetheless. Walmart first claimed the…...

Blockonomi
blockonomi.com > nio-stock-jumps-4-as-battery-swaps-hit-all-time-high-during-lunar-new-year

Nio Stock: Jumps 4% as Battery Swaps Hit All-Time High During Lunar New Year

35+ min ago  (373+ words) Nio (NIO) stock rose around 4% in Hong Kong on Monday after the EV maker returned from the Lunar New Year break with a string of record battery swap numbers. The headline figure: 177,627 battery swaps in a single day on Sunday…...

Blockonomi
blockonomi.com > 4-software-stocks-just-got-downgraded-and-jefferies-says-these-are-the-ones-to-watch-instead

4 Software Stocks Just Got Downgraded — And Jefferies Says These Are the Ones to Watch Instead

57+ min ago  (457+ words) Jefferies has overhauled its U.S. software stock coverage, cutting four companies to Hold and identifying a group of preferred names it believes are better placed to handle the AI transition. Analyst Brent Thill used a new AI risk framework alongside company…...

Blockonomi
blockonomi.com > nvidia-adds-intel-synopsys-nokia-and-exits-arm-holdings-in-q4

Nvidia Adds Intel, Synopsys, Nokia and Exits Arm Holdings in Q4

1+ hour, 6+ min ago  (397+ words) Nvidia's investment portfolio went through a major overhaul in the fourth quarter of 2025. The chipmaker added three new positions and exited four others, according to its latest 13F filing with the SEC. The filing covers holdings as of December 31, 2025, and was…...

Blockonomi
blockonomi.com > the-week-ahead-nvidia-q4-earnings-trump-state-of-the-union-and-producer-price-index

The Week Ahead: Nvidia Q4 Earnings, Trump State of the Union, and Producer Price Index

1+ hour, 12+ min ago  (412+ words) This week brings one of the most loaded market calendars of 2026. Nvidia earnings, a presidential address, fresh inflation data, and rising geopolitical oil risk all land within days of each other. Markets closed last week on a positive note. The…...

Blockonomi
blockonomi.com > snowflake-snow-stock-what-to-expect-ahead-of-wednesday-earnings

Snowflake (SNOW) Stock: What to Expect Ahead of Wednesday Earnings

1+ hour, 16+ min ago  (322+ words) Snowflake (SNOW) heads into its Q4 fiscal 2026 earnings report on Wednesday, February 25, with the stock sitting 21.4% lower year-to-date. The stock took a 30% hit after Q3 results, hurt by a thin earnings beat and rising fears about AI disrupting the broader software sector....