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Industrial Products
Acuity Brands Q1 Results: EPS Beat but Narrower Upside; FY26 Guidance Reaffirmed
Stocks:
AYI
13 minutes ago
Asset Management
First Look: Apple-JPM card deal, Ford L3, defense clampdown
Stocks:
BX
INVH
BLDR
AAPL
JPM
4 hours ago
Nauman Khan
Hardware
Micron Gets a $400 Target as Piper Sandler Flags a Memory Supply Squeeze
Memory Supply Is Sold Out for 2026. Micron Could Be One of the Biggest Winners
Stocks:
AAPL
META
NVDA
MU
3 hours ago
Nauman Khan
Software
Why Applied Digital Stock Is Jumping Today
Applied Digital Stock Surges After Revenue Crushes Estimates
Stocks:
APLD
3 hours ago
Faizan Farooque
Hardware
Apple Faces $38 Billion Risk as India Defends Global Turnover Antitrust Law
Competition Commission says law deters misconduct by multinational firms ahead of January 27 hearing.
Stocks:
AAPL
3 hours ago
Faizan Farooque
Interactive Media
Alphabet EU to Rule on $32 Billion Wiz Acquisition by February 10
Regulators weigh impact of Google's largest deal on cloud and cybersecurity markets.
Stocks:
GOOGL
3 hours ago
Nauman Khan
Interactive Media
Alphabet Overtakes Apple For The First Time Since 2019
Apple Trails Rivals in AI Race, Market Cap Slides Slightly
Stocks:
GOOGL
4 hours ago
Nauman Khan
Retail - Defensive
Costco Stock Is Gaining -- Strong Holiday Sales Drive Momentum
Costco Shares Rise After Sales Growth Stays Firm Into Year-End
Stocks:
COST
4 hours ago
Nauman Khan
The S&P 500 Has More Room to Run, Goldman Says. What's Driving the 7,600 Target
Wall Street Isn't Done With This Rally. Goldman Lifts Its Long-Term Market View.
Stocks:
SPY
5 hours ago
Nauman Khan
Aerospace & Defense
Defense Stocks Swing Wildly After Trump Floats a $1.5 Trillion Military Budget
Defense Stocks Swing Wildly After Trump Floats a $1.5 Trillion Military Budget
Stocks:
LMT
4 hours ago
Faizan Farooque
Semiconductors
Micron Positioned for Strong AI-Driven Growth, Analyst Says
HBM leadership and rising AI demand seen fueling revenue surge through 2026.
Stocks:
MU
4 hours ago
Moz Farooque
Semiconductors
Intel Jumps On First 18A Shipments
New chips and upgrade lift confidence
Stocks:
INTC
2 hours ago
Faizan Farooque
Software
Microsoft Identified as Company Behind Controversial Michigan Data Center Plan
Tech giant confirms its role in $1 billion project after weeks of local speculation.
Stocks:
MSFT
5 hours ago
Moz Farooque
Oil & Gas
Equinor Says AI Saved $130 Million In 2025
Technology delivers real operational gains
Stocks:
EQNR
2 hours ago
Faizan Farooque
Semiconductors
Nvidia Requires Full Prepayment for H200 Chips in China
Chipmaker shifts financial risk to buyers as Beijing reviews AI chip imports.
Stocks:
NVDA
5 hours ago
Khac Phu Nguyen
Oil & Gas
Exxon Warns Lower Oil Prices Could Cut Q4 Upstream Earnings by $1.2B
Lower crude prices may pressure fourth-quarter results as Exxon flags potential upstream earnings impact versus Q3.
Stocks:
XOM
5 hours ago
Khac Phu Nguyen
Consumer Packaged Goods
McCormick to Invest $750 Million for Majority Control of Mexican Joint Venture
Company plans to raise its McCormick de Mexico stake to 75%, with accretion expected from 2026.
Stocks:
MKC
5 hours ago
Khac Phu Nguyen
T-Mobile USA Prices $2 Billion Senior Notes Offering
Registered deal includes 2036 and 2056 notes, with proceeds aimed at refinancing and general corporate purposes.
4 hours ago
Khac Phu Nguyen
Drug Manufacturers
Eli Lilly in Advanced Talks to Buy Ventyx for About $1 Billion
Sources say Lilly is discussing a $14-a-share cash deal for Ventyx, potentially announced as soon as Wednesday.
Stocks:
LLY
VTYX
5 hours ago
Khac Phu Nguyen
Semiconductors
Intel Shares Jump After First 18A Chip Shipments and Melius Upgrade
Intel begins shipping 18A-based Panther Lake chips as Melius upgrades the stock to Buy with a $50 target.
Stocks:
SWKS
MRVL
NVDA
INTC
AMD
4 hours ago
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