Lowe's just pulled the classic corporate move: crush your quarterly numbers, then quietly warn everyone the future is not as rosy as the scoreboard suggests. The home improvement giant reported Q4 results this morning that beat estimates — comparable sales up 1.3%, adjusted earnings of $1.98 per share versus $1.93 expected — and then dropped a 2026 outlook that landed like a wet blanket. The company guided for adjusted EPS of $12.25 to $12.75 for the full year. Wall Street wanted $12.95. That is not a disaster, but it is the kind of conservative posture that tells you management sees storm cl...

AMD just pulled off the kind of deal that makes Wall Street sit up and pay attention. On Tuesday, the chipmaker announced it will sell up to $60 billion worth of AI chips to Meta Platforms over the next five years — and Meta gets the option to buy up to 10% of AMD as part of the arrangement. The numbers here are staggering. AMD will supply six gigawatts worth of chips to Meta, kicking off with one gigawatt of its upcoming MI450 flagship hardware in the second half of 2026. For context, one gigawatt is enough to power roughly 750,000 homes. This is industrial-scale AI infrastructure, not a tes...

So Apple just announced they're dropping a cool $500 billion on U.S. manufacturing over the next four years. That's not a typo – we're talking about half a trillion dollars. To put that in perspective, that's roughly the GDP of Belgium. Or about 125 billion lattes from Starbucks. Tim Cook had a little chat with Trump last week, and apparently the conversation went something like: "Hey Tim, those tariffs on China are looking pretty spicy, huh?" And Tim was like, "You know what? Let's just build everything here instead." Classic Apple – when life gives you trade wars, make... manufacturing faci...

Remember when everyone was worried about AI taking over the world? Well, turns out we should've been worried about it taking over Wall Street first. Meet Claude, Anthropic's AI chatbot that's basically become the Grim Reaper of tech stocks – and honestly, it's kind of impressive how efficiently it's doing it. Here's the deal: Every time Anthropic drops a casual blog post about Claude's new tricks, billions of dollars just... vanish. Poof. Gone. It's like watching a magic show, except the rabbit disappearing is your portfolio. The Carnage Timeline (Or: How to Destroy an Industry in Three Easy...

Salesforce is having the kind of year that makes investors question everything they thought they knew about enterprise software. The stock has been obliterated — down over 30% year-to-date — making it the 11th worst performer in the S&P 500 in 2026. And with earnings dropping Wednesday afternoon, the anxiety is only getting louder. On Monday, three of Wall Street's heaviest hitters took an axe to their Salesforce price targets. Barclays cut to $265 from $338. Evercore ISI slashed to $260 from $340. Jefferies chopped to $250 from a lofty $375. Mizuho, BMO Capital, Citigroup, and UBS had al...

Home Depot just did something it hadn't managed in a full year — beat Wall Street's earnings estimates. Shares jumped more than 3% on Tuesday after the home improvement giant posted Q4 numbers that topped expectations on both the top and bottom line. But underneath the headline beat, the story is more complicated than it looks. Here's what Home Depot delivered for its fiscal fourth quarter: adjusted earnings per share of $2.72 versus the $2.54 analysts expected, and revenue of $38.2 billion versus the $38.12 billion consensus. Sounds solid. But total sales actually declined about 4% year-over...

While Elon Musk keeps promising a robotaxi future that's perpetually one year away, Alphabet's Waymo just did something no autonomous vehicle company has ever pulled off — launching commercial ride-hailing service in four major cities simultaneously. On Tuesday, Waymo opened its doors to riders in Dallas, Houston, San Antonio, and Orlando. That brings the company's total footprint to 10 U.S. metropolitan markets, including Phoenix, Los Angeles, San Francisco, Atlanta, Miami, and Austin. The goal? Twenty-plus cities by the end of the decade, with all four of today's new markets expected to be ...

Remember the California Gold Rush? The real money wasn't made by the guys panning for gold—it was made by the folks selling shovels, pickaxes, and blue jeans. Well, guess what? We're in the middle of another gold rush, except this time it's all about artificial intelligence, and the "shovels" are data centers, power grids, and semiconductor fabs. Here's the thing everyone's missing: while you've been obsessing over which AI chatbot will rule the world, Uncle Sam has quietly decided to play favorites with infrastructure. The government isn't just refereeing the market anymore—it's basically be...

In one of the more ironic moves of the year, Intuit just announced a multi-year partnership with Anthropic — the very AI company whose products have been fueling investor panic about the death of TurboTax. Intuit shares, the worst performer in the entire S&P 500 in 2026, rallied pre-market on the news. If you cannot beat the robot, hire it. Here is what the deal actually looks like. Intuit will integrate its financial tools — TurboTax, Credit Karma, QuickBooks, and Mailchimp — directly into Anthropic’s products including Claude.ai, Claude for Enterprise, and Cowork through MCP (Model Cont...

FedEx just became the first major American company to sue the federal government for a full refund of the IEEPA tariffs that the Supreme Court declared illegal last Friday. The 11-page complaint, filed Monday at the U.S. Court of International Trade in New York, names U.S. Customs and Border Protection and its commissioner as defendants. FedEx wants every dollar back. The stakes here extend far beyond one shipping company. Analysts estimate that the now-illegal tariffs collected as much as $175 billion from American businesses since Trump imposed them last year under the International Emergen...