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Material Announcements February 2nd to February 9th 2026

Global Top 50 Technology Companies | February 2026
File
Rank Date Company Announcement Type Key Details Market Impact Source URL
1 Feb-05 Amazon (AMZN) Q4 2025 Earnings Revenue beat; AWS accelerating (best growth in 3 years); advertising +24% YoY; BUT Andy Jassy announced $200B FY26 capex (+52% from $132B in 2025); capex will exceed operating cash flows for first time; AWS $200B backlog; OpenAI $38B AWS deal in play; Trainium2 rollout continues Stock -11% on capex shock; AWS growth ignored; -8.8% past year vs S&P +15.8% https://www.siliconrepublic.com/business/big-tech-650bn-capital-expense-bill-2026-meta-amazon-google-microsoft
2 Feb-04 Alphabet / Google (GOOGL) Q4 2025 Earnings Revenue +18% YoY; EPS +31% beating estimates; Google Cloud backlog +55% QoQ to $240B; Cloud revenue +48% YoY; Search accelerated +17%; Gemini Enterprise 8M seats; Gemini App 750M MAU; FY26 capex $175-185B; Apple-Gemini partnership confirmed Stock -4% on capex then recovered; Cloud/Search growth reassured; +74% past year https://www.siliconrepublic.com/business/big-tech-650bn-capital-expense-bill-2026-meta-amazon-google-microsoft
3 Feb-03 Palantir (PLTR) Q4 2025 Earnings + FY26 Guide Beat revenue expectations; aggressive 2026 revenue growth guidance issued; Oracle-Palantir Sovereign AI partnership delivering strong results in government/defence; AIP enterprise penetration accelerating; US commercial revenue outpacing government Surged on beat; +4.5% Feb 9 recovery; Sovereign AI moat validated vs SaaS peers https://investingnews.com/top-tech-news/
4 Feb-09 Oracle (ORCL) AI Infrastructure Capital Raise Oracle raising $45-50B in 2026 to fund OCI capacity for contracted customer demand; RPO now ~$455B; Oracle/Palantir Sovereign AI partnership generating government contracts globally; raising via combination of debt and equity Stock +9% dip-buy; institutions rebalancing to infra winners; $455B RPO validated https://markets.financialcontent.com/stocks/article/marketminute-2026-2-9-ai-giants-rebound-oracle-and-palantir-surge-as-investors-buy-the-dip-after-tech-rout
5 Feb-07 Anthropic Funding Round Closure $20B+ funding round expected to close week of Feb 10; one of largest private fundraises in tech history; Amazon primary backer; Claude embedded in AWS Bedrock; Google Cloud multi-billion deal (1GW AI compute + 1M TPUs); Snowflake-OpenAI $200M agentic AI deal announced same week Claude validated as tier-1 AI platform; $350B+ valuation; agentic AI accelerating https://www.bloomberg.com/technology
6 Feb-05 Hyperscalers Combined FY26 Capex: $650B Meta $115-135B + Alphabet $175-185B + Amazon $200B + Microsoft $88B = ~$650B 2026 capex; up 60% from $410B in 2025 and 165% from $245B in 2024; Amazon/Google/Microsoft lost ~$900B combined market cap on earnings week; winner-take-most AI compute race framing $650B capex largest ever; $900B market cap lost; infra wins vs software compression https://www.siliconrepublic.com/business/big-tech-650bn-capital-expense-bill-2026-meta-amazon-google-microsoft
7 Feb-06 Apple (AAPL) Post-Earnings Upgrades + Gemini Partnership Wave of analyst upgrades post record Q1 FY26 (revenue $143.8B +16%); strong iPhone demand and China strength; Apple-Google Gemini partnership confirmed for Siri overhaul into context-aware cross-app AI assistant; Wedbush $5T market cap target; Samsung targeting 800M Gemini devices by end 2026 Positive; $5T market cap target; AI via 2B devices; iPhone upgrade cycle building https://www.cnbc.com/2026/01/27/big-tech-earnings-2026-ai-spend.html
8 Feb-06 Bloom Energy (BE) Q4 2025 Earnings + AI Data Centre Deals Beat earnings and revenue; bullish 2026 guidance on AI data centre power demand; secured major deals with Oracle, American Electric Power, and Brookfield Asset Management; AI hyperscaler power supply emerging as critical bottleneck Stock surged AH; power infra validated as key AI theme; downstream capex winner https://investingnews.com/top-tech-news/
9 Feb-09 NVIDIA (NVDA) Pre-Earnings Positioning + OpenAI Investment Snag Reports Q4 Feb 25; consensus EPS +70.8% / revenue +66.7% YoY; FY27 revenue consensus $320B; Rubin architecture requires 800V data centre upgrades (Nvidia also sells); Vera Rubin H300 GPUs entering production; OpenAI investment hit regulatory/structural snag causing brief sector selloff Volatile on OpenAI snag; AMD/AVGO lower in sympathy; demand intact; Feb 25 key https://www.fool.com/investing/2026/01/05/3-bold-nvidia-predictions-for-2026/
10 Feb-06 Skyworks Solutions (SWKS) Q1 FY26 Earnings Beat Beat EPS and revenue; guided up; RF and analog semiconductors for iPhone, 5G infrastructure, automotive and IoT; outperformed broader tech selloff; positioned for 5G upgrade cycle and AI-enhanced device silicon Outperformed down week; semi value chain beyond Nvidia; 5G/AI device demand solid https://investingnews.com/top-tech-news/
11 Feb-04 Memory Sector / TSMC Ecosystem AI Infrastructure Demand Update HBM3E pricing +20% for 2026 contracts; DRAM +55-60% QoQ expected Q1 2026; NAND +30%+ QoQ; Samsung $40.9B+ capex for HBM expansion; TSMC benefiting from Blackwell/Rubin production; TPU v7 (8x HBM3E) shipments accelerating for Google Cloud HBM sold out 2026; DRAM shortage deepening; memory margins now above foundry https://Multiple sources
12 TBD Cisco (CSCO) Q2 FY26 Earnings (Feb 12) AI networking demand for data centres (400G/800G Ethernet); enterprise security/observability growth; AI infrastructure plumbing benefiting from hyperscaler capex; webscale order book critical metric WATCH: AI networking demand; 400G/800G Ethernet; reports Feb 12 after close https://Upcoming - Feb 12
10
Total Announcements
$39B+
Total Deal Value
7
Top 50 Global Tech Companies
6
Days Period

Global Top 50 Technology Stocks February 2026

File
Rank Company Ticker Country Market Cap (USD) Sector Key Business Notable
1 Nvidia NVDA USA $4.427T Semiconductors AI chips/GPUs for data centers and gaming https://Down from $4.6T peak; AI infrastructure leader
2 Apple AAPL USA $4.156T Consumer Electronics iPhone, Mac, iPad, Services https://Up from $4.0T; iPhone cycle strength
3 Alphabet (Google) GOOGL/GOOG USA $3.864T Internet Services Search/YouTube/Cloud/Android https://Passed Microsoft; AI momentum with Gemini
4 Microsoft MSFT USA $3.576T Software Windows/Azure cloud/Office/Gaming https://Down from $4.0T; AI infrastructure spending
5 Amazon AMZN USA $2.460T E-commerce/Cloud Online retail/AWS cloud services https://Slight decline from $2.6T; AWS competitive pressure
6 Broadcom AVGO USA $1.820T Semiconductors Custom AI chips/networking/software https://Up 10% from Jan; AI chip momentum continues
7 Meta Platforms META USA $1.687T Social Media Facebook/Instagram/WhatsApp/VR https://Up 13% from $1.5T; AI investments paying off
8 Taiwan Semiconductor TSM Taiwan $1.538T Semiconductors Chip manufacturing foundry https://Up 54% from $1.0T; Massive AI chip demand ⭐
9 Tesla TSLA USA $1.512T Automotive/AI Electric vehicles/Autonomous driving https://NEW to Top 10; Robotaxi momentum
10 Tencent 0700.HK China $709.76B Internet Services WeChat/Gaming/Social media https://Stable; largest Chinese tech company
11 Oracle ORCL USA $616.81B Enterprise Software Database/Cloud/ERP software https://Up 10% from $562B; Stargate Project benefit
12 Samsung Electronics 005930.KS South Korea $492.45B Consumer Electronics/Semi Smartphones/Memory chips/Displays https://Up 54% from $320B; Memory chip recovery ⭐
13 Netflix NFLX USA $431.82B Streaming Video streaming/Original content https://NEW to Top 50; subscriber growth accelerating
14 ASML ASML Netherlands $431.16B Semiconductor Equipment Lithography machines for chipmaking https://Up 44% from $300B; EUV monopoly ⭐
15 Palantir PLTR USA $427.77B Software Data analytics/AI platforms https://Up from #35; AI platform momentum continuing
16 Alibaba BABA China $377.72B E-commerce/Cloud Online retail/Alipay/Cloud https://NEW to Top 50; China recovery narrative
17 AMD AMD USA $355.01B Semiconductors PC/Server/AI processors https://Up 58% from $225B; AI GPU gains vs Nvidia ⭐
18 Cisco CSCO USA $306.50B Networking Network equipment/Security https://Up from $270B; enterprise networking steady
19 SAP SAP Germany $289.70B Enterprise Software ERP/Business software https://Stable ~$290B; largest European software
20 IBM IBM USA $288.73B IT Services/Software Cloud/AI/Consulting/Mainframes https://Up from $265B; AI services growth
21 Micron Technology MU USA $261.70B Semiconductors Memory chips (DRAM/NAND) https://Up 94% from $135B; HBM memory boom ⭐⭐
22 SK Hynix 000660.KS South Korea $255.19B Semiconductors Memory chips for AI/mobile https://NEW to Top 50; High-bandwidth memory leader
23 Salesforce CRM USA $250.12B Enterprise Software CRM/Cloud applications https://Down from $260B; CRM market leader
24 AppLovin APP USA $230.10B Software Mobile advertising platform https://NEW to Top 50; Major breakout performer ⭐
25 Applied Materials AMAT USA $214.59B Semiconductor Equipment Chip manufacturing equipment https://Up from $150B; AI fab equipment demand
26 Shopify SHOP Canada $208.93B E-commerce E-commerce platform for merchants https://Up 60% from $130B; SMB platform leader
27 Intel INTC USA $200.60B Semiconductors PC/Server processors/Foundry https://Up 61% from $125B; Recovery showing results
28 Lam Research LRCX USA $199.99B Semiconductor Equipment Wafer fabrication equipment https://Up from $125B; Semiconductor tools demand
29 Uber UBER USA $192.63B Transportation Tech Ride-hailing/Food delivery https://Down from $195B; Mobility platform leader
30 QUALCOMM QCOM USA $189.99B Semiconductors Mobile processors/5G/Licensing https://Up from $180B; Smartphone recovery
31 Intuit INTU USA $186.75B Software TurboTax/QuickBooks/Credit Karma https://Down from $220B; Financial software leader
32 ServiceNow NOW USA $179.14B Software IT service management/Workflow https://Down from $210B; Enterprise workflow
33 Sony SONY Japan $168.87B Consumer Electronics PlayStation/Cameras/Entertainment https://NEW to Top 50; Gaming strength
34 Texas Instruments TXN USA $167.44B Semiconductors Analog chips/Embedded processors https://Down from $195B; Industrial semi leader
35 PDD Holdings (Pinduoduo) PDD China $167.29B E-commerce Chinese e-commerce/Temu https://NEW to Top 50; International expansion
36 Booking Holdings BKNG USA $166.77B Travel Tech Online travel booking (Booking.com) https://Down from $180B; Travel normalization
37 Arista Networks ANET USA $161.25B Networking Data center networking/Cloud https://Up from $130B; Cloud networking leader
38 KLA KLAC USA $160.29B Semiconductor Equipment Process control/Inspection https://NEW to detailed tracking; Yield optimization
39 Schneider Electric SU.PA France $154.38B Industrial Tech Energy management/Automation https://NEW to Top 50; Data center power
40 Arm Holdings ARM UK $150.53B Semiconductors Chip architecture/IP licensing https://NEW to Top 50; Post-2023 IPO strength
41 Adobe ADBE USA $147.80B Software Creative Cloud/Acrobat/Marketing https://Down from $240B; Creative software leader
42 Xiaomi XIACF China $142.92B Consumer Electronics Smartphones/IoT devices https://NEW to Top 50; Chinese consumer tech
43 Analog Devices ADI USA $138.40B Semiconductors Analog/Mixed-signal chips https://NEW to detailed tracking; Industrial focus
44 Palo Alto Networks PANW USA $138.27B Cybersecurity Network security/Cloud security https://Flat from $135B; Cybersecurity leader
45 CrowdStrike CRWD USA $131.91B Cybersecurity Endpoint security/Threat intelligence https://Minimal change from $125B; Cloud security
46 Robinhood HOOD USA $118.44B Financial Tech Trading platform/Crypto https://NEW to Top 50; Trading democratization
47 Spotify SPOT Sweden $116.95B Streaming Music streaming/Podcasts https://NEW to Top 50; Audio streaming leader
48 MercadoLibre MELI Argentina $109.15B E-commerce/Fintech Latin American marketplace/Payments https://NEW to Top 50; LatAm e-commerce leader
49 Automatic Data Processing ADP USA $106.14B Software Payroll/HR management https://NEW to detailed tracking; HR software
50 Foxconn (Hon Hai) 2317.TW Taiwan $102.95B Manufacturing Contract electronics manufacturing https://NEW to Top 50; Apple supplier
Semiconductor Surge - The Dominant Story
TSMC: +54% ($1.0T ? $1.54T) - Massive AI chip manufacturing demand
Samsung: +54% ($320B ? $492B) - Memory chip recovery
Micron: +94% ($135B ? $262B) - HBM memory boom for AI
AMD: +58% ($225B ? $355B) - Taking GPU share from Nvidia
ASML: +44% ($300B ? $431B) - EUV equipment monopoly
Intel: +61% ($125B ? $201B) - Recovery showing results
SK Hynix: NEW entry at $255B - High-bandwidth memory leader
Major Top 10 Changes
Tesla entered Top 10 at #9 ($1.51T) - robotaxi/FSD momentum
Microsoft dropped from #3 ? #4 (-$420B decline)
Alphabet passed Microsoft: #4 ? #3
Meta up 13% to $1.69T despite dropping to #7
Palantir's Remarkable Run
Jumped 20 positions from #35 ? #15 ($400B ? $428B), continuing its AI platform momentum you've been tracking for Iron Pot Equities.
New Breakout Performers
AppLovin #24 ($230B) - Mobile advertising platform breakthrough
Netflix #13 ($432B) - Back in prominence
Robinhood #46 ($118B) - Fintech democratization
Software Casualties
Pure software companies struggled vs infrastructure plays: Zoom, DocuSign, MongoDB, NetApp all dropped out of Top 50.
The files include detailed month-over-month comparison and the same format CSV you use for Iron Pot Equities tracking.
The watch list is for informational purposes only and that does not actually represent the actual assets of the Fund

While technology and the innovation that surrounds new technologies has been the flavor of recent years, it has been an area of vast opportunity for decades.

Now, with the world having entered the digital age, digital transformation across all industries is of paramount focus for all boards and CEOs.

This is producing unprecedented opportunities for investors through identifying both successful disruptors and industries where there is significant disruption to traditional means of conducting commercial activities.