META proved AI monetization (Q4 +24% revenue, $125B 2026 capex, +10% stock). MSFT showed AI cost without return (Azure 39% decel from 40%, $37.5B capex, -10% stock erasing $357B). TSLA ended Model S/X, pivots to Optimus robots. AI proof > AI potential. Deceleration = death
Walmart becomes the first retailer to reach a $1 trillion market valuation as shares rally nearly 26%, outperforming the S&P 500 despite economic pressures. Read Full Article →
India has safeguarded sensitive agriculture and dairy sectors in the US trade deal, while Washington reduces tariffs on Indian goods from 50% to 18%. Labour-intensive sectors like apparel, footwear, and jewellery are set to benefit, with a joint statement to be issued soon Read Full Article →
Palantir Technologies Inc (NASDAQ:PLTR) reported upbeat financial results for the fourth quarter after the market close on Monday.Palantir reported fourth-quarter revenue of $1.41 billion, beating analyst estimates of $1.33 billion. The AI software company reported adjusted earnings of 25 cents per share for the fourth quarter,
Archer-Daniels-Midland Company (NYSE:ADM) stock fell Tuesday after the grain giant posted an earnings beat but came up short on revenue, underscoring a choppy demand backdrop.CEO Juan Luciano pointed to trade turbulence and lingering uncertainty around U.S. biofuel policy as key headwinds weighing on results and sentiment.The
