January 13, 2026 10:00 am
Key Moments Apple signed a multi-year agreement to use Google’s Gemini models for a redesigned Siri and future Apple Intelligence features. The deal builds on Google’s role powering Samsung’s “Galaxy AI” and serving as the default search engine on Apple devices. News of the partnership pushed Alphabet’s market value above $4 trillion on Monday, after […]
Read moreJanuary 13, 2026 8:27 am
Key Moments BlackRock reported that investors focusing on AI in 2026 prefer energy and infrastructure providers over major U.S. tech firms. In a survey of 732 EMEA-based clients, only a fifth saw the largest U.S. tech groups as the top AI investment opportunity. More than half chose power suppliers for data centers, while 37% selected […]
Read moreJanuary 12, 2026 3:15 pm
Key Moments HSBC initiated coverage of Netflix with a Buy rating and a $107 price target, highlighting recent share weakness as an entry point. The bank values Netflix at 34x projected 2026 earnings, implying 18% upside from current levels and supported by monetization and profitability gains. HSBC views the proposed $83 billion Warner Bros. Discovery […]
Read moreJanuary 12, 2026 2:16 pm
Key Moments Wedbush analyst Daniel Ives reaffirmed an Outperform rating on Apple with a $350 price target, calling 2026 a “monumental year.” Ives estimates that strong execution of Apple’s AI roadmap in 2026 could add roughly $100 per share. Key drivers include a possible Google Gemini partnership, an AI-powered Siri, stronger iPhone cycles, and continued […]
Read moreJanuary 12, 2026 1:59 pm
Key Moments Abercrombie & Fitch reduced its full-year net sales growth outlook to at least 6% The prior forecast had called for net sales growth between 6% and 7% The guidance revision coincided with a 16% drop in the stock in premarket trading Forecast Revision Pressures Share Price Abercrombie & Fitch (A&F) saw its stock […]
Read moreJanuary 12, 2026 1:08 pm
Key Moments Lululemon now anticipates fourth-quarter net revenue near the high end of its prior $3.50 billion to $3.585 billion range. Diluted EPS is expected to be close to the upper bound of the earlier $4.66 to $4.76 forecast, with no changes to margin or tax guidance. The retailer plans to discuss its outlook and […]
Read moreJanuary 12, 2026 10:30 am
Key Moments President Trump said he may block Exxon Mobil from returning to Venezuela’s energy sector. He criticized the company for “playing too cute.” Meanwhile, Exxon CEO Darren Woods described Venezuela as “uninvestable” without major legal reforms. Consequently, Exxon Mobil stock fell about 1.1% in premarket trading on Monday after Trump’s remarks. Trump Criticizes Exxon […]
Read moreJanuary 12, 2026 9:32 am
Key Moments Eli Lilly is reportedly preparing a potential €15 billion offer for French biotech company Abivax. The company has not yet made a formal proposal but remains interested in a deal. Eli Lilly is waiting for guidance from France’s Finance Ministry on foreign investment rules before moving forward. Potential €15 Billion Takeover in Focus […]
Read moreJanuary 12, 2026 8:42 am
Key Moments Global smartphone shipments rose 2% year-on-year in 2025, supported by improving demand in emerging economies. Apple led the top five vendors with a 20% market share, helped by iPhone 17 series sales and strength in emerging and mid-sized markets. Counterpoint Research expects the smartphone market to soften in 2026 as chipmakers prioritize AI […]
Read moreJanuary 9, 2026 2:56 pm
Key Moments Meta signed nuclear power agreements with TerraPower, Oklo, and Vistra to supply its Prometheus AI data center in Ohio. The company expects the deals to support up to 6.6 gigawatts of clean energy by 2035. The arrangements include Natrium reactors, existing Vistra nuclear plants, and a new 1.2-gigawatt campus in Pike County. Meta […]
Read more