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11
Feb

EverHint - Stock Market News — February 11, 2026 — Evening Update (last 12 hours, PST)

Nikkei breaches 58K, KOSPI hits record. Applied Materials fined $252M for China chip exports. Cisco margins disappoint. Novocure +30% on FDA cancer device approval. ANZ, Lenovo beat. Musk reorganizes xAI. Ackman bets on Meta. Zillow -20% on weak forecast. Real estate stocks crater on AI fears
12 min read
09
Feb

EverHint - Stock Market News — February 9, 2026 — Breaking Developments (Morning Update, last 12 hours, PST)

Nasdaq gains 1% as tech rebounds, Dow above 50K. Hims plummets 15% pulling $49 GLP-1 pill, Novo surges on lawsuit. Lilly buys Orna $2.4B. Databricks raises $5B at $134B valuation. Transocean buys Valaris $5.8B. Goldman sees $160B IPO boom. Japan soars 4% on Takaichi win.
9 min read
28
Jan

EverHint - Stock Market News — January 28, 2026 — Evening Update (last 12 hours)

Meta surges on $130B capex, Microsoft sinks on Azure miss. Tesla invests $2B in xAI, plans $20B spending. OpenAI seeks $60B from Nvidia/MSFT/AMZN. Samsung record profit. Indonesia crash extends. China property soars on easing. Fed holds rates. Starbucks revival signals. Deutsche Bank record profit
11 min read
05
Jan

AI Bubble Radar — January 5, 2026 — Ray Dalio flags “early bubble” risk in AI-fueled rally — what we’re watching next

Ray Dalio says the AI-driven surge in tech looks like it’s entering the “early stages of a bubble.” After a strong 2025 for U.S. indexes, he points to better relative performance in non-U.S. assets and gold—and warns easier policy could inflate bubbles further.
1 min read
04
Jan

AI Bubble Radar — January 4, 2026 — Chip Optimism Meets Deployment Reality and Safety Concerns

Goldman Sachs raises TSMC target. Bernstein raises memory chip price targets. X's Grok AI generates sexualized images of real people. Samsung shares surged 6% fueling hopes for Nvidia HBM supply deal. Pentagon taps Alphabet to lead GenAI.mil platform.
2 min read
02
Jan

AI Bubble Radar — New Tag, New Watchlist in 2026

Introducing AI Bubble Radar: a running tag where we track the “AI bubble” narrative in real time—news, sentiment shifts, and the key companies shaping the cycle. Maybe it’s a bubble. Maybe it isn’t (yet). Either way, we’ll be watching closely. Stay tuned.
1 min read