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Netflix Holds 2026 Targets as It Builds Revenue from Ads, Sports and Experiences

Investors questioned how much of the strong quarter came from a $2.8 billion one-time fee.

UnitedHealth Gets Upgrade as Analysts Bet on Optum Margin Rebound

Exxon Mobil Sets Record High as Mideast Risk Lifts Oil

Tower Semiconductor Rallies on 400–420 Gbps Silicon Photonics Demo With Coherent

GE Vernova Jumps After Dual Price-Target Hikes on Turbine Demand

BBH Flags Guidewire as Q4 Detractor Despite Strong Growth and Raised Outlook

Palantir Rallies for the Week as Analysts Hike Targets and Defense Demand Builds

NuScale Shares Drop as Romania SMR FID Sets 2033–34 Timeline and TD Cowen Downgrades

Alphabet’s AI Momentum Builds With Big 2026 Capex and Gains for Gemini

Microsoft Slides 22% in Six Months as Heavy AI Outlays Meet Stabilizing Azure Growth

Rigetti Slides After TD Cowen Downgrade Citing Fab Funding Risks and DARPA Miss

Eli Lilly Tightens GLP-1 Grip, Guides Up to $83 Billion for 2026

Bayer’s Asundexian Cuts Recurrent Stroke by 26% in Phase III Without Added Major Bleeding

Teradyne Stock Jumps on AI-Fueled Q4 Beat and Big Q1 Guidance

Rigetti’s 2,400% Rally Collides With Thin Sales and Steep Losses

UnitedHealth Stock Plunges as GAAP Profit Evaporates and 2026 Sales Forecast Points Lower

Rambus Shares Set New Highs as AI Puts Its Memory IP Back in Focus

CoreWeave Jumps After CEO Rejects Nvidia Financing Claims as AI Chip Signals Boost Sentiment

Rigetti’s 2,500% Rally Spurs Questions Over Long-Term Payoff

AMD Pushes Into AI Infrastructure With CES Launches and Aggressive Targets