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Semiconductors
Market Today: Meta taps nuclear; GM books $6B EV charge
Stocks:
NVDA
GOOGL
PLTR
FNMA
FMCC
23 hours ago
Utilities - Independent Power Producers
Oklo and Meta Platforms Partner for Groundbreaking Nuclear Power Project
Stocks:
OKLO
META
CCJ
UEC
LEU
1 day ago
Khac Phu Nguyen
Oil & Gas
Chevron Could Add Up to $700 Million Annually From Venezuela
TD Cowen estimates higher Venezuelan output could contribute $400 million to $700 million a year, representing roughly 1% to 2% of Chevron's operating cash flow.
Stocks:
CVX
1 day ago
Khac Phu Nguyen
Biotechnology
Aktis Oncology Jumps 27% After $318 Million Upsized IPO
Shares traded at $22.91 after pricing at $18, valuing the clinical-stage biotech at about $1.2 billion.
Stocks:
AKTS
LLY
1 day ago
Khac Phu Nguyen
Media - Diversified
Netflix Shares Slide as Warner Bros. Bid Weighs on Valuation
Stock trades near 28 times forward earnings as investors focus on deal risks and growth outlook.
Stocks:
PSKY
NFLX
WBD
DIS
AMZN
1 day ago
Khac Phu Nguyen
Trump Pledges Ban on Institutional Buyers of Single-Family Homes
The Jan. 7 Truth Social post calls on Congress to codify limits, as the administration targets housing affordability.
1 day ago
Khac Phu Nguyen
China Cuts Export Tax Rebates on 249 Products Starting April 1
Beijing will remove VAT rebates on solar and battery-related goods as it seeks to ease trade tensions and manage export growth.
1 day ago
Khac Phu Nguyen
Banks
Trump Directs Fannie, Freddie to Buy $200 Billion in Mortgage Bonds
The move targets lower long-term borrowing costs, boosting mortgage bonds and long-dated Treasuries without direct Federal Reserve action.
Stocks:
FNMA
FMCC
1 day ago
Khac Phu Nguyen
Beverages - Alcoholic
Kenya Court Delays Hearing on Diageo's $2.3 Billion East Africa Sale
High Court sets Jan. 20 hearing but allows Diageo to keep pursuing regulatory approvals for its Asahi transaction.
Stocks:
DEO
1 day ago
Khac Phu Nguyen
Credit Services
Rain Raises $250 Million at $1.95 Billion Valuation for Stablecoin Payments Expansion
ICONIQ led the round as Rain targets growth across the Americas, Europe, Asia and Africa.
Stocks:
V
1 day ago
Khac Phu Nguyen
Semiconductors
Retail Investors Extend US Stock Buying Streak Into January
JPMorgan data show unusually strong retail inflows early in the year, building on 2025's record gains.
Stocks:
NVDA
TSLA
1 day ago
Retail - Cyclical
Carter's (CRI) Projects Strong Q4 Revenue Growth Amid Improved Holiday Sales
Stocks:
CRI
1 day ago
Nauman Khan
Semiconductors
Microsoft and Nvidia Anchor Lambda's AI Cloud Growth Ahead of IPO
AI Chip Deals Boost Nvidia as Lambda Eyes IPO Later This Year
Stocks:
NVDA
CRWV
NBIS
MSFT
1 day ago
Drug Manufacturers
Merck Eyes Revolution Medicines in a Potential $32 Billion Deal
Stocks:
MRK
RVMD
ABBV
1 day ago
Chemicals
WD-40 Faces Q1 EPS Miss but Reaffirms FY26 Guidance Amid Market Challenges
Stocks:
WDFC
1 day ago
Nauman Khan
Intel Stock Pops After Trump Praises CEO Lip-Bu Tan
S&P 500 and Nasdaq Rise as December Jobs Data Surprises Investors
Stocks:
SPY
DIA
OKLO
INTC
MU
1 day ago
Nauman Khan
Semiconductors
Mizuho Picks Nvidia, Broadcom, Lumentum as Top AI Chip Stocks for 2026
Mizuho Sees AI-Focused Semiconductors Outperforming Broader Market
Stocks:
NVDA
LITE
AVGO
1 day ago
Moz Farooque
Software
Adobe's Competitive Moat Looks Less Secure
BMO flags rising pressure, few catalysts
Stocks:
ADBE
1 day ago
Khac Phu Nguyen
Metals & Mining
Rio Tinto Open to Keeping Coal in Glencore Merger Talks
Rio considers retaining Glencore's coal business as merger discussions continue, potentially easing a key hurdle to a broader mining deal.
Stocks:
RIO
GLNCY
1 day ago
Khac Phu Nguyen
Former BLS Chief Warns US Data Agencies Face ?Chilling? Staff Losses
William Beach says staffing is down about 25% at BLS and 35% at BEA after DOGE-era exits.
1 day ago
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