Latest market news, earnings coverage, and analysis for VOO (VOO) from KAHROS.
NVIDIA’s record fiscal 2026 results highlight AI demand, Blackwell momentum, and the export-policy risks that could shape NVDA’s next chapter.
Uber’s 2025 results showed accelerating gross bookings and big free cash flow, while its Joby partnership aims to put air taxis inside the Uber app.
Tesla’s February Europe rebound hints at stabilization, but the real 2026 story is a $20B+ spending plan to chase autonomy, AI, and robotics.
Coinbase is leaning into an infrastructure future as U.S. regulation softens and the Clarity Act debate keeps markets on edge. Here’s what matters in 2026.
Nvidia’s fiscal 2026 results show AI data centers driving the business, while bets on optics and infrastructure signal what’s next for NVDA investors.
Alphabet is spending big on AI in 2026, but employee pushback and defense-related controversy show the Gemini era is as political as it is profitable.
Meta Platforms is juggling AI infrastructure, Instagram safety features, and Reality Labs’ big losses—plus a dividend era shift investors shouldn’t ignore.
Chipotle heads into 2026 resisting value menus, leaning on Chipotlanes, digital sales, and new store growth to stabilize traffic and defend its brand.
AMD’s long-term Meta partnership targets up to 6GW of Instinct GPUs starting H2 2026, adding credibility—and raising the execution bar.
Amazon is cutting seller fees in India while AWS leans into an AI-driven capex wave. Here’s why the two stories are actually the same bet.
Alphabet’s latest moves show a company turning AI into infrastructure: big Search scale, fast-growing Google Cloud, and a serious robotics bet.
CrowdStrike sits at the crossroads of AI policy drama and real-world breach risk. Here’s what matters for CRWD into its March 2026 earnings.
