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Market Movements

Nvidia's AI push, Broadcom's target raises, Intel's earnings test, and Constellation's acquisition.

Analysts Trim Rubrik Targets Despite Strong Quarter as KeyBanc Sets $95

Recent valuation resets reflect peer multiple compression, competitive pressure, cautious security spending.

Nvidia Deepens AI Ambitions With $1 Billion Lilly Drug-Discovery Lab as Wall Street Turns More Bullish

Intel Faces Q4 Earnings Test as Analyst Upgrades Collide With Capacity Concerns

Analysts Raise Broadcom Targets on Accelerating AI Demand

Takaichi Dissolves Japan’s Lower House to Hold Feb. 8 Snap Election

Constellation Energy Closes Calpine Acquisition, Becoming the Nation’s Largest Power Producer

AI Memory Shortage Deepens as Micron Sells Out Through 2026 and U.S. Threatens 100% Tariffs to Spur Local Output

Canaan Receives Nasdaq Deficiency Notice, 180 Days to Regain $1 Threshold

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

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Wells Fargo Sets $345 AMD Target After Week of Fresh Analyst Upgrades

Saylor Hints at Next Bitcoin Buy as Strategy’s January Haul Tops $1.25 Billion

Tesla Revives Dojo 3 as Musk Says AI5 Design Nears Finish, Sets Nine‑Month Chip Cadence

Novo’s Wegovy Pill Posts Quick Uptake, Boosting Shares as Oral GLP‑1 Battle Nears

BYD Unseats Tesla as 2025 Global EV Sales Leader

Palantir Falls 17% From High as Wall Street Divides on Next Moves

Wall Street Turns More Bullish on AI Infrastructure as Upgrades Sweep Nvidia, Dell, AMD and Intel

Elliott Rejects Toyota Industries ¥18,800 Buyout, Calling Offer 40% Too Low

Archer Aviation’s 2026 Rally Runs Into Losses and Certification Hurdles

Analysts Double Down on Broadcom as AI Inference Buildout Gains Pace

Rivian Ends 2025 With Lower Deliveries, Shifts Focus to Lower-Priced R2