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Joel South

Big Tech Dominates Market Coverage as AI Narrative Intensifies

Big Tech’s AI narrative dominated market attention this week as five mega-cap companies reinforced their commitment to artificial intelligence infrastructure, though investor reaction has been decidedly mixed. While earnings broadly exceeded expectations, stock performance…

Joel South · 7 months ago

Apple to Allow Third-Party AI Chatbots in CarPlay

Apple Inc. (NASDAQ:AAPL | AAPL Price Prediction) is preparing to open CarPlay to third-party AI chatbots including ChatGPT, Google Gemini, and Anthropic’s Claude within the coming months, according to Bloomberg’s Mark Gurman. The move…

Joel South · 7 months ago

NVIDIA Up Big to Close Out The Week

Nvidia Corporation (NASDAQ:NVDA | NVDA Price Prediction) surged 72% on Friday, February 6, 2026, closing at $185 after opening at $176.69. The rally came on the back of three major catalysts that reinforced the…

Joel South · 7 months ago

Dow Jones Sets Record and Breaks Past 50,000

The Dow Jones Industrial Average (NYSEARCA:DIA) crossed 50,000 for the first time on February 6, 2026, marking a historic milestone for the 30-stock blue-chip index. The move caps a strong rally, with DIA up…

Joel South · 7 months ago

Reddit Live: Complete Coverage Of RDDT’s Q4 Earnings

Live Updates $1B Buyback4:23pm ETThe surprise $1 billion share repurchase authorization was a pivotal addition to the quarter. With $2.5B in cash and marketable securities, Reddit now has: Capital return optionality Downside valuation support…

Joel South · 7 months ago

Strategy Live: Complete Coverage Of MSTR’s Q4 Earnings

Live Updates What You Need to Know About Strategy Earnings 4:26pm ETThis quarter perfectly captures the MSTR paradox: GAAP results look catastrophic Bitcoin strategy remains intact Capital access remains wide open For investors, the…

Joel South · 7 months ago

ONEOK Just Paid Investors: Here’s Why This Dividend Earns a B+

ONEOK Inc. (NYSE:OKE | OKE Price Prediction) just distributed $1.07 per share to shareholders on February 13, 2026, marking a 3.88% increase from the previous quarter’s $1.03 payout. This midstream energy infrastructure company now…

Joel South · 7 months ago

TSMC Expands AI Chip Production to Japan

Taiwan Semiconductor Manufacturing Company (NYSE:TSM | TSM Price Prediction) is expanding production of advanced AI semiconductors to Japan, marking a significant geographic diversification for the world’s leading chipmaker. The move addresses surging demand for…

Joel South · 7 months ago

Qualcomm Live: Complete Coverage Of QCOM’s Q1 Earnings

Live Updates More on Memory Shortage 4:18pm ET The Phrase That Spooked Investors4:11pm ETMemory Supply Constraints. This is not exclusive to Qualcomm, memory shortage is a large bottle neck, just look at Sandisk earnings.…

Joel South · 7 months ago

Arm Holdings Looks for 9th Consecutive Earnings Beat Today

Arm Holdings reports FY2026 Q3 earnings today, Feb. 4, after market close. Wall Street expects earnings of 41 cents per share, representing a 5.1% year-over-year (YOY) increase, on revenue of $1.23 billion, representing 25.7%…

Joel South · 7 months ago