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Taiwan Export Surge Bolsters Nvidia Outlook as U.S. Tightens China Chip Rules

Fresh Taiwan export figures point to stronger AI hardware demand that could lift Nvidia’s data‑center results.

CVS Beats Q4 Estimates, Reaffirms 2026 Outlook as Pharmacy Gains Offset Insurance Strain

Enphase Soars Over 40% After Earnings Beat and Guidance Top Forecasts

Apple Posts Record Holiday Quarter on Surging iPhone Sales

UnitedHealth Faces Reset After 0.09% Medicare Advantage Rate Proposal as Analyst Targets Diverge

Apple’s Record iPhone Quarter Collides With AI-Driven Memory Squeeze

Stocks Sway on Tech Earnings as Trump Taps Kevin Warsh for Fed

Meta’s AI Bet Divides Wall Street as Cheaper Valuation Meets Soaring Capex

Relief Rally Ebbs After Trump Halts Tariff, Military Threats Over Greenland

Microsoft Pledges to Cover Data-Center Power as Analysts Trim Targets Before Earnings

AppLovin Wins Wave of Bullish Calls as Benchmark Names It a 2026 Top Idea

Oklo Surges as DOE Finalizes Radioisotope Pilot Deal and Company Halts Meitner-1 Pursuit

TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules

Dow Rallies as Wall Street Opens 2026 With Mixed Finish and Chipmakers in Front

Wall Street Reups Bullish Case for Broadcom After AI-Fueled Quarter and Post‑Earnings Slide

Tech and AI Stocks Drive Second Straight Wall Street Gain as Nasdaq Jumps 1.3%

Astera Labs Wins $195 Price Target as Bulls Reassess After 40% Slide

Credo’s Record Quarter Rides AI Data-Center Buildout as It Licenses AEC Tech to Siemon

Truist Cuts Salesforce Target to $380, Keeps Buy on Q3 Strength and AI Momentum

Rubrik Shares Jump Up to 25% on Surprise Profit and Raised Outlook