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Palantir Jumps on Blowout Q4; Record AIP Bookings Lift 2026 Outlook

Multi‑year AIP contracts across U.S. customers pushed guidance to roughly $7.2 billion for 2026.

Super Micro Posts Blowout Q2 and Raises Full‑Year Outlook to at Least $40 Billion

Amazon’s Q4 Earnings Land Thursday With AWS Growth and Capex Guidance Under the Microscope

Analysts Turn Cautious on EOG as RBC Cuts Forecasts and KeyBanc Downgrades

Royal Caribbean Raises 2026 Outlook as Record Bookings and New Beach Clubs Fuel Re‑Rating

Western Digital Tops Q2 Estimates and Raises Guidance After AI-Driven Rally

Applied Materials Draws Fresh Upgrades as Chip Spending Accelerates

American Bitcoin Lifts Reserves to 5,843 BTC, Cites 116% Yield Since Listing

USA Rare Earth Names Fluor and WSP to Drive Round Top Feasibility Work

Booz Allen Posts EPS Beat and Sales Miss as Record Backlog, Dividend Hike Lift Shares

J&J Beats Q4 Forecasts and Sets 2026 Guidance Above Wall Street

Analysts Lift Broadcom Outlook as Wells Fargo Upgrades After Stock Pullback

GE Vernova’s Outlook Debated as Analysts Split on AI-Driven Demand Versus Broader Recovery

ServiceNow Draws Fresh Buy Ratings on AI Momentum Ahead of Jan. 28 Earnings

Netflix Earnings Tuesday Put Margins and Warner Bros. Bid in Spotlight

Micron Surges After Director’s $7.8 Million Purchase as Wall Street Lifts Targets

Rivian Slumps After UBS and Wolfe Downgrades on Cash Burn and AI Hype Concerns

Analysts Split on The Trade Desk as Stifel Reaffirms Buy and Others Trim Targets

Adobe Hits 52-Week Low After Oppenheimer Downgrade as Software Stocks Slide

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