investing

Wall Street turned sharply active in early February 2026, with analysts rotating through five very different stories — Enphase Energy, Cloudflare, Merck & Co., Microsoft, and fuboTV — issuing upgrades, downgrades and much‑debated price targets that together illuminate how investors are...

Alphabet’s rerating over the past year — powered by Gemini, a booming Google Cloud, and a willingness to spend at scale — has turned a dependable ad machine into a high‑stakes, capital‑intensive AI play that now demands closer, metric-driven scrutiny from investors and IT decision‑makers...