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Nauman Khan
Vehicles & Parts
Tesla Stock Falls on Rising Competition in Robo-Taxi Market
Tesla Faces Pressure as Mercedes and Others Adopt Nvidia Driving Systems
Stocks:
TSLA
5 hours ago
Khac Phu Nguyen
Semiconductors
Nvidia Shares Slide From Record as AI Spending Concerns Surface
The stock is down about 8% since October despite strong earnings outlook and rising competition in AI chips.
Stocks:
NVDA
GOOG
META
MSFT
AMZN
4 hours ago
Khac Phu Nguyen
Vehicles & Parts
BYD Overtakes Tesla in UK and Germany EV Sales
BYD beat Tesla in Europe's two largest EV markets, posting higher registrations in both Germany and the UK last year.
Stocks:
BYDDF
TSLA
4 hours ago
Khac Phu Nguyen
Aerospace & Defense
FAA Picks RTX for Nationwide Radar Replacement by 2028
The FAA selected RTX and Indra to replace 612 aging radar systems as part of a multibillion-dollar air traffic control overhaul.
Stocks:
RTX
4 hours ago
Khac Phu Nguyen
Gold and Silver Rebound After Venezuela Arrest and Greenland Tensions
Precious metals rise as US action in Venezuela and Trump's Greenland remarks lift geopolitical uncertainty despite firmer dollar and equities.
Stocks:
GLD
XOM
CVX
COP
3 hours ago
Khac Phu Nguyen
Oil & Gas
Burry Says Venezuela Oil Shift Could Pressure Russia's Energy Revenues
Michael Burry argues rising Venezuelan oil output, backed by U.S. involvement, could weaken Russia's oil income over time.
Stocks:
COP
XOM
CVX
3 hours ago
Faizan Farooque
Software
CoreWeave Adds Nvidia Rubin Tech to Expand AI Cloud Platform
Company among first to deploy new platform, boosting performance and flexibility for enterprise AI.
Stocks:
CRWV
4 hours ago
Oil & Gas
First Look: Nvidia's Rubin, Wegovy pill, RTX radar upgrade lead
Stocks:
XOM
CVX
COP
HAL
BKR
7 hours ago
Nauman Khan
Retail - Cyclical
Amazon, Meta, Dell Execs Cashed Out Record Insider Selling in 2025
Insider Selling Draws Attention, But Market Fundamentals Remain Intact
Stocks:
AMZN
DELL
META
7 hours ago
Khac Phu Nguyen
Beverages - Alcoholic
AB InBev Moves to Reclaim US Metal Container Plants in $3 Billion Deal
The brewer plans to buy back a 49.9% stake in seven US facilities from Apollo, funding the deal with cash on hand.
Stocks:
BUD
SBMRF
7 hours ago
Khac Phu Nguyen
Retail - Cyclical
Next Raises Profit Forecast Again After Strong Christmas Sales
Retailer lifts pretax profit outlook to £1.15 billion as full-price sales rose 10.6% over the key holiday period.
Stocks:
NXGPY
7 hours ago
Khac Phu Nguyen
Semiconductors
AMD Unveils New Data Center AI Chip at CES
Company introduces MI440X for smaller data centers and outlines MI455X systems and future MI500 roadmap.
Stocks:
AMD
NVDA
7 hours ago
Khac Phu Nguyen
Manufacturing - Apparel & Accessories
Under Armour Jumps 7.2% After Fairfax Discloses 22% Stake
Filing shows Fairfax lifted its holding to nearly 42 million shares, sending Under Armour up as much as 7.2% after hours.
Stocks:
UAA
FRFHF
7 hours ago
Nauman Khan
Semiconductors
AMD Stock In Spotlight -- Reveals New AI Chips at CES 2026
Nvidia Still Rules Cloud AI, but AMD Looks to Capture In-House AI Market
Stocks:
NVDA
7 hours ago
Faizan Farooque
Hardware
Dell Revives XPS Brand With New AI-Powered Laptops
Company reintroduces premium lineup to regain share in a weak PC market.
Stocks:
DELL
4 hours ago
Faizan Farooque
Retail - Cyclical
Amazon Must Face U.S. Price-Gouging Lawsuit, Judge Rules
Court finds consumers plausibly alleged unfair pricing during COVID-19 pandemic.
Stocks:
AMZN
4 hours ago
Faizan Farooque
Software
Microsoft Acquires AI Data Engineering Firm Osmos
Acquisition to enhance Microsoft Fabric's data automation and analytics capabilities.
Stocks:
MSFT
4 hours ago
Faizan Farooque
Vehicles & Parts
Tesla Launches Zero Interest Loans in China to Boost Sales
EV maker offers new financing deals as China deliveries fall 7% in 2025.
Stocks:
TSLA
7 hours ago
Faizan Farooque
Semiconductors
Intel Launches Next Gen Panther Lake AI PC Chips at CES 2026
New 18A process aims to help Intel reclaim market share from AMD
Stocks:
INTC
7 hours ago
Faizan Farooque
Semiconductors
Nvidia CEO Says Next-Gen AI Chips Now in Full Production
Vera Rubin platform to deliver 5x AI computing power as competition intensifies
Stocks:
NVDA
4 hours ago
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