Zoho’s Sridhar Vembu doubles down: Big Tech is ‘bigger than most sovereign nations’ after Alphabet’s $32B bond rush

Sridhar Vembu, co-founder of Zoho Corporation, brought back his “East India Company” comparison for Big Tech this day, posting on X to say the industry is “bigger than most sovereign nations.”

Industry Analysis · NASDAQ:GOOGL · NASDAQ:MSFT · NASDAQ:ZM · Technology
Microsoft stock (MSFT) steady near $401 as FTC scrutiny clouds outlook into holiday week

Microsoft stock (MSFT) steady near $401 as FTC scrutiny clouds outlook into holiday week

Microsoft Corp wrapped up Friday’s session at $401.32, slipping $0.60, as fresh scrutiny from the U.S. Federal Trade Commission landed on the company’s AI and cloud business, according to Bloomberg. The FTC, Bloomberg reported, has ramped up its investigation this year, sending out civil investigative demands to Microsoft’s competitors for details on licensing and on how Microsoft bundles AI, security, and identity offerings. Both Microsoft and the FTC stayed quiet when asked for comment by Reuters.
15 February 2026
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AI stocks split on Wall Street: Nvidia rises as Microsoft slides on disruption fears

AI stocks split on Wall Street: Nvidia rises as Microsoft slides on disruption fears

AI-related stocks in the U.S. split directions Wednesday. Software names slumped—Microsoft slipped 2.6% to $402.72, Alphabet dropped 2.0% to $312.25 by 12:27 p.m. EST. Chipmakers, though, kept attracting buyers: Nvidia was up 1.5% at $191.29.
11 February 2026
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AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

Cisco Systems rolled out a fresh switch chip and a router on Tuesday, both built for keeping massive AI clusters humming — a direct shot at Broadcom and Nvidia. The new Silicon One G300, slated for release in the back half of the year and leveraging Taiwan Semiconductor Manufacturing Co’s 3‑nanometer process, comes loaded with “shock absorber” tech to manage sudden data surges. According to Cisco, it could push certain AI workloads up to 28% faster. “We focus on the total end-to-end efficiency of the network,” said Martin Lund, executive vice president at Cisco, in an interview with Reuters.
10 February 2026
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QQQ tug-of-war: SEC filings show fresh buying and a bank cut as Nasdaq tests faster Nasdaq-100 entry

QQQ tug-of-war: SEC filings show fresh buying and a bank cut as Nasdaq tests faster Nasdaq-100 entry

Paradigm Capital Management LLC NV sharply boosted its exposure to Invesco’s QQQ ETF in the third quarter, bumping up its stake by 121.4% and ending up with 2,998 shares valued at nearly $1.8 million, according to a filing. That puts QQQ at about 1.8% of Paradigm’s portfolio, the disclosure shows.
9 February 2026
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AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

Micron Technology stock slipped ahead of the bell Monday, following a Barron's piece pointing to a report that Samsung Electronics plans to kick off mass production of its next-gen high-bandwidth memory, HBM4, later this month. The chips are intended for Nvidia’s AI processors.
9 February 2026
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US Stock Market Today Updates

AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 Strong buy

Alphabet

NASDAQ:GOOGL 92/100 • ★★★★½
#2 Strong buy

Taiwan Semiconductor Manufacturing

NYSE:TSM 89/100 • ★★★★½
#3 Buy

S&P Global

NYSE:SPGI 88/100 • ★★★★
#4 Buy on weakness

Amazon

NASDAQ:AMZN 86/100 • ★★★★
#5 Buy on weakness

Microsoft

NASDAQ:MSFT 84/100 • ★★★★
View full portfolio
Editorial model selection. Not personalised advice.
MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#1

U.S. index futures reopen at 18:00 ET

This is the clearest scheduled U.S.-market price-discovery point today and can transmit weekend news into equity-index futures before Monday's cash session.

#2

New Zealand retail sales at 18:45 ET

The Q2 retail package can move NZD and regional risk sentiment. Spillover to U.S. assets is usually secondary unless the result is unusually large.

#3

No scheduled domestic U.S. data or corporate reports

The absence of U.S. releases, earnings, IPO pricings and split events leaves fewer scheduled catalysts, increasing the relative importance of weekend headlines and positioning at the futures reopen.

View full calendar
Times and estimates may change. Verify before trading.