Market sentiment appears overly defensive in certain areas, suggesting potential mispricing in risk assets. The analysis highlights top-tier BDCs, focusing on dividend yields, price/NAV, leverage, and credit quality. Main Street Capital (MAIN), Capital Southwest (CSWC), and Ares Capital (ARCC) offer strong yields with varying risk profiles.

Microsoft, Amazon, and Meta are each well off their all-time highs. These stocks haven't been this cheap since the depths of last year's tariff sell-off.

Amazon's cloud computing segment's revenue growth accelerated to 24% year over year in the fourth quarter. Its advertising services revenue reached $21.3 billion in Q4, reinforcing Amazon's diversification beyond retail and cloud computing.

Data and software company Palantir, which holds billions of dollars in government and military contracts, will have to cut off its relationship with Anthropic if it wants to keep working with the Defense Department. Rooted in an agreement inked in 2024, Palantir uses Anthropic's Claude model in its own artificial intelligence platform.

Stock News Paramount tops Netflix for WBD: Warner Bros. Discovery (WBD) chose Paramount Skydance's (PSKY) $31-per-share bid over Netflix's (NFLX) $27.75 offer,

Wall Street analysts regularly tell investors which stocks present the most promising opportunities for patient investors.

Amazon deepened its ties to OpenAI by committing to invest up to $50 billion in the ChatGPT maker. The companies also forged a new strategic partnership that will see OpenAI buy more of Amazon's custom AI chips, and make its models available to Amazon engineers to develop consumer products.

Dan Ives, Wedbush Securities, joins 'Closing Bell' to discuss the rough week for shares of Nvidia, the recent funding round from OpenAI and much more.

Bloomberg's Caroline Hyde discusses OpenAI's $110 billion fundraise at a $730 billion valuation with key backing from Amazon. Plus, the feud between Anthropic and the Pentagon over AI use by the military continues.

Amazon says it is selling cloud capacity as fast as it can install it. Oracle is leveraging its large installed base of customers and investments in AI infrastructure to deliver strong growth for investors.