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Meta Ramps Up AI Ambitions With Aggressive Budget

January 29, 2026 9:04 am
Key Moments Meta raised its 2026 capital expenditure to $115-$135 billion, up sharply from $72.22 billion last year. Fourth-quarter advertising revenue climbed to $58.14 billion from $46.78 billion. The results helped Meta shares rise 10% in after-hours trading. First-quarter revenue is projected at $53.5-$56.5 billion, above the analyst average of $51.41 billion. Massive Capex Ramp […] Read more

Tesla Shares Gain in Frankfurt as xAI, Robotaxi Eyed

January 29, 2026 8:00 am
Key Moments Tesla shares increased 1.8% in Frankfurt trading on Thursday. The company said it will invest $2 billion in CEO Elon Musk’s artificial-intelligence company xAI. Tesla confirmed production plans for its Cybercab robotaxi remain on track for this year. European Trading Reaction Tesla shares rose 1.8% in Frankfurt on Thursday, following the company’s announcement […] Read more

AeroVironment Gains After $75M Air Force Contract

January 28, 2026 1:40 pm
Key Moments AeroVironment (NASDAQ:AVAV) shares gained 2% on Wednesday following news of a new U.S. Air Force task order. The company’s UES division received a $75 million, five-year contract under the FRESH program to develop advanced biotechnology and smart materials. The award builds on AeroVironment’s collaboration with the Air Force Research Laboratory and will utilize […] Read more

ASML Books Strong Q4 Orders on AI Chip Boom

January 28, 2026 7:17 am
Key Moments ASML’s fourth-quarter bookings reached 13.2 billion euros, sharply higher than 5.4 billion euros in the prior quarter and well above analyst expectations of 6.32 billion euros. The company raised its 2026 revenue outlook to a range of 34 billion to 39 billion euros, exceeding analyst estimates of 35 billion euros. Management cited stronger […] Read more

Boeing Posts Profit After Asset Sale, Deliveries

January 27, 2026 3:21 pm
Key Moments Boeing reported a net profit of $8.22 billion, or $10.23 per share, in Q4. A year earlier, it lost $3.86 billion. The sale of Jeppesen for $10.6 billion helped offset losses. Rising 737 MAX and 787 output also supported results. Boeing took a $565 million charge on the KC-46 tanker program. Its commercial […] Read more

Union Pacific Delivers Higher Quarterly Earnings on Pricing Power

January 27, 2026 2:10 pm
Key Moments Union Pacific reported a nearly 7% increase in fourth-quarter earnings per share. Quarterly profit rose to $3.11 per share from $2.91 per share a year earlier. Higher pricing and fuel surcharge revenue were cited as the main drivers of profit growth. Quarterly Performance Overview Union Pacific reported a nearly 7% increase in its […] Read more

Netflix’s Warner Bros Deal Faces UK Antitrust Review

January 27, 2026 7:25 am
Key Moments More than a dozen UK politicians and former officials have called for a full review of Netflix’s Warner Bros Discovery deal. They warn the move could strengthen Netflix’s dominance in TV streaming. Meanwhile, Netflix has agreed to an $82.7 billion cash deal as Paramount launches a rival bid. UK Lawmakers Push for Competition […] Read more

Nvidia Unveils Open-Source Earth-2 Weather AI Models

January 26, 2026 2:58 pm
Key Moments Nvidia introduced the Earth-2 family of open AI weather models and tools at the American Meteorological Society’s Annual Meeting. The Earth-2 stack accelerates the full forecasting workflow, from ingesting observational data to generating 15-day global and localized storm forecasts. Energy, financial, and meteorological organizations are already deploying or testing Earth-2 models, with some […] Read more

Insider Trades: Major Buys & Sells From Friday

January 26, 2026 2:19 pm
Key Moments Major insiders at QT Imaging Holdings, BERKLEY W R CORP, RLI Corp, Consumers Bancorp, and Iridex executed notable stock purchases tied to filings for Friday, January 24, 2026. High-profile sales were reported by senior executives at Royalty Pharma, Axsome Therapeutics, Alphabet, BlackRock, and DoorDash, with several transactions linked to option exercises and trading […] Read more

NVIDIA Boosts CoreWeave AI Partnership with $2B

January 26, 2026 1:34 pm
Key Moments CoreWeave (NASDAQ:CRWV) shares jumped 10% Monday after NVIDIA (NASDAQ:NVDA) announced a $2 billion equity investment. NVIDIA purchased CoreWeave Class A common stock at $87.20 per share to support the creation of over 5 gigawatts of AI factories by 2030. The expanded partnership focuses on NVIDIA’s accelerated computing platform, with CoreWeave leading development and […] Read more