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Nvidia AI Infrastructure Leadership: How 2026 AI CapEx by Amazon, Google, Microsoft and Meta Drives GPU Demand?

At the center of this structural shift in global technology spending standsNvidia ($NVDA), the dominant supplier of AI accelerators and high-performance GPUs powering generative AI, large language models (LLMs), and enterprise AI workloads.

Nitish Kishor | 12 February 2026

Is McDonald’s (NYSE: MCD) Set to Extend Its Dividend Increase Streak?

McDonald’s Corporation (NYSE:MCD) extended its multi-decade record of annual dividend increases with a 5% rise in its quarterlycashdividend, taking the payout to USD 1.86 per share. The update places the company one annual increase away from reaching a 50-year run of dividend growth, based …

Aditi Sarkar | 12 February 2026

Did Shopify’s (NASDAQ:SHOP) Guidance Prompt the Post-Earnings Sell-Off?

Shopify Inc (NASDAQ:SHOP)fell in regular trading after investors reacted to guidance issued alongside its fourth-quarter and full-year results. The stock closed lower on the day after an initial move higher following theearningsrelease. Trading volume reached 52.3 mn shares, around 450% above the three-month average …

Aditi Sarkar | 12 February 2026

Generac (NYSE: GNRC) Shares Jumped over 17% on AI-Linked Growth Outlook

Shares of Generac Holdings (NYSE:GNRC) rose around 17% after the company released commentary pointing to growth tied to AI-related infrastructure and data centre demand. The share price increase followed management’s outlook for 2026, which referenced mid-teens percentage growth in full-year sales and higher expected …

Aditi Sarkar | 12 February 2026

Oil Prices Rise Today on U.S.–Iran Tensions and Crude Inventory Draw

With OPEC+ maintaining production discipline and global oil demand showing resilience, traders are closely monitoring whether this move represents a temporary geopolitical spike or the start of a broader structural uptrend in crude oil markets.

Nitish Kishor | 11 February 2026

Unity Shares Plunge Nearly 30% on Weak Q1 Forecast and Rising AI Disruption Concerns

Unity Software (NYSE: U)shares plunged nearly 30% after the videogame engine maker issued a weaker-than-expected first-quarter revenue forecast, reigniting concerns about a potential demand slowdown in the broader gaming software industry. The sharp sell-off in Unity stock underscores mounting pressure on high-growth technology companies …

Nitish Kishor | 11 February 2026

Oracle’s Recovery Rally: Why ORCL Shares Are Stabilising Even as Upside Potential Remains Measured?

Oracle (NYSE: ORCL) has staged a notable recovery in recent weeks, rebounding from earlier weakness that had weighed on sentiment across enterprise software and cloud infrastructure stocks. The rally follows a combination of analyst upgrades, renewed optimism around artificial intelligence (AI) demand, and broader …

Nitish Kishor | 11 February 2026

Orangekloud Technology (NASDAQ:ORKT) Signs LOI with Orbis for Reverse Merger

Orangekloud Technology Inc. (NASDAQ:ORKT), a Singapore-based firm providing the eMOBIQ® No-Code platform, announced the signing of a non-binding Letter of Intent (LOI) with New Zealand-based Orbis Technology Limited. The LOI outlines plans for a potential reverse merger involving VeVe, Orbis’s flagship consumer-facing brand and …

Team Kalkine | 11 February 2026

Google Parent Company Alphabet Raises $31.5B Through Historic 100-Year Bond for AI Infrastructure Development

Alphabet's century bond represents the first 100-year debt instrument issued by a technology company since Motorola's 1997 offering, according to LSEG data. The sterling-denominated tranche raised £1 billion ($1.37 billion) at a 6.125% interest rate, with investor demand reaching nearly ten times the amount …

Nitish Kishor | 11 February 2026

Bitcoin Security in the Quantum Era: Long-Term Cryptographic Risks for the Blockchain Ecosystem

Bitcoin’s security model is built on public-key cryptography, specifically the Elliptic Curve Digital Signature Algorithm (ECDSA) using the secp256k1 curve. In classical computing environments, deriving a private key from a public key is computationally infeasible. This mathematical asymmetry underpins Bitcoin wallet security, transaction verification, …

Nitish Kishor | 11 February 2026
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