In February 2026, the utilities sector led market gains with a 10.36% return, followed by energy and materials sectors. The financial sector lagged with a -3.76% return. Inflation rose modestly with a 0.3% increase in CPI, driven by shelter, food, and energy costs. Existing home sales rose slightly but remain below last year’s levels, and unemployment ticked up to 4.4%. Software stocks faced a sharp 20.96% drop amid investor concerns over AI, while Qualcomm announced a $20 billion buyback amid falling shares. Texas Pacific Land Corp surged 50.5%, the top S&P 500 performer, while EPAM Systems declined 32.4%. Mastercard acquired a blockchain payments firm for $1.8 billion, signaling growing interest in crypto infrastructure.
Qualcomm has been upgraded to a buy rating due to its strategic shift towards data centers and a growing automotive segment, which are expected to drive future revenue growth. The company aims to double its non-handset revenue to $40 billion by fisca...
A simple tap on a smartphone triggers a complex AI-driven process that spans from touch sensors to cloud computing, cybersecurity, automated warehouses, and last-mile delivery technologies. Key companies like Nvidia, Qualcomm, and Ambarella provide t...
The global industrial semiconductor market, valued at $98.35 billion in 2025, is projected to grow to $329.73 billion by 2035, with a CAGR of 12.86%. Growth is fueled by increasing adoption of AI-powered industrial automation, electric vehicles, smar...
