Nvidia has about 86% market share in AI data center processors. The top tech companies will spend up to $650 billion on AI infrastructure this year.
Source: https://www.fool.com/investing/2026/02/23/tech-stocks-buy-an…
Contrary to what investors have seen this earnings season, earnings growth is traditionally one of the key indicators of stock price growth. For calendar year 2026, FactSet forecasts earnings growth of companies in the S&P 500 to come in at 15%.
Cybersecurity stocks dropped for a second day as the threat of AI to the industry loomed large with Anthropic’s latest AI tool that can scan code for vulnerabilities. Investors are worried these new tools will displace software business models and many tasks handled by cybersecurity vendors.
Generic drugmakers face pricing pressure, but companies like TEVA, SDZNY and RDY are betting on complex generics and biosimilars to protect growth.
