TLDR KeyBanc analyst John Vinh upgraded Intel and AMD to Overweight on tight server CPU supply Intel nearly sold out of server CPUs for 2026, weighing 10-15%…

TLDR Delta’s Q4 adjusted EPS of $1.55 topped the $1.53 consensus but revenue of $14.61 billion fell short of expectations Stock declined over 5% in pre-market despite…

TLDR Opendoor (OPEN) stock rose 13.2% to $7.29 on Friday after Trump’s $200 billion mortgage bond purchase announcement Treasury Secretary says purchases will match Fed’s $15 billion…

TLDR ARK Invest purchased 31,573 Broadcom shares worth $10.5 million on January 8th Goldman Sachs added Broadcom to US Conviction List with $450 price target Jim Cramer…

TLDR IREN stock has 19 analyst ratings with “Moderate Buy” consensus and $67.64 average price target, 47% above current $46.03 price. Q1 fiscal 2026 revenue reached $240.3…

TLDR Walmart expands drone delivery to 270 stores by 2027, reaching 40 million shoppers Google Gemini AI partnership enables product discovery and purchases Wing drones deliver up…

TLDR NVDA stock trades at $184.98, down 1.8% over past month despite strong AI demand China paused H200 chip orders while evaluating domestic alternatives, creating uncertainty Nvidia…

TLDR TSMC reports Q4 earnings Thursday with profit forecast at T$475.2 billion, up 27% year-over-year Revenue grew 20.45% in Q4 driven by 3-nanometre chip demand for AI…

TLDR Google launched AI shopping agent tools called Gemini Enterprise for Customer Experience at the National Retail Federation show. Lowe’s, Kroger, and Papa Johns are testing Google’s…

TLDR Apple stock leads 2025 smartphone market with 20% global share, beating Samsung and Xiaomi iPhone 17 series drives growth in emerging markets as global shipments rise…

TLDR Citi upgraded Palantir (PLTR) stock to Buy with $235 price target, up from $210 Stock gained 135% in 2025 versus S&P 500’s 16% return during same…