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 moreJanuary 26, 2026 1:16 pm
Key Moments Cisco shares traded about 1.6% higher in premarket trading after Evercore ISI raised its rating to Outperform. Evercore ISI lifted its price target on Cisco to $100 from $80, citing attractive valuation at “under 20x P/E vs. large cap tech peers.” The bank expects AI-related revenues of “~$3.0B in FY26E (~5% of sales)” […]
Read moreJanuary 26, 2026 9:28 am
Key Moments JPMorgan added Fraport AG (ETR: FRAG) and Getlink SE (EPA: GETP) to its positive catalyst watch list ahead of Q4 results and an investor day. The bank expects Fraport to show stronger free cash flow prospects, a bullish 2026 outlook, and clearer capex and dividend plans. Zurich Airport (SIX: FHZN) was downgraded to […]
Read moreJanuary 23, 2026 2:36 pm
Key Moments Bank of America keeps a 7,100 year-end target on the S&P 500, signaling about 3 percent upside from current levels. The bank’s above-consensus GDP outlook and forecast for +14 percent earnings growth are described as consistent with only “middling equity returns.” BofA highlights that the S&P 500 is “top-heavy in AI, not GDP-sensitive […]
Read moreJanuary 23, 2026 1:55 pm
Key Moments Morgan Stanley says Tesla’s Full Self-Driving (FSD) rollout in China could gain regulatory approval as early as February, although data checks may delay progress. The bank highlights Hesai, WeRide, Horizon Robotics, and Desay SV as potential winners across China’s autonomous-driving and ADAS markets. Morgan Stanley views China’s approach to FSD as a long-term […]
Read moreJanuary 23, 2026 1:25 pm
Key Moments Nvidia (NASDAQ:NVDA) shares climbed 1.5% Friday morning after a report on potential Chinese approval of H200 AI chip imports. Chinese regulators reportedly granted in-principle approval for Alibaba Group (NYSE:BABA), Tencent Holdings (OTC:TCEHY), and ByteDance to proceed with H200 purchase preparations. Authorities are said to be tying approvals to commitments to also buy domestic […]
Read moreJanuary 23, 2026 11:32 am
Key Moments Intel shares fell 12% in Friday trading after its profit and revenue outlook missed expectations amid supply bottlenecks. Strong AI-related demand for data-center chips has outstripped Intel’s ability to supply, even with factories running at full capacity. Rising memory prices and competitive pressure from AMD are clouding prospects for Intel’s “Panther Lake” PC […]
Read moreJanuary 23, 2026 10:52 am
Key Moments FedEx Corp (NYSE:FDX) announced a proposed transformation program aimed at modernizing and simplifying its domestic operations in France. The plan includes up to €78 million in investments in new infrastructure and technology and a reduction of the French station network from 103 to 86 locations. The restructuring may cut up to 500 operational […]
Read moreJanuary 23, 2026 10:11 am
Key Moments Netflix co-CEO Greg Peters said the company is on track to win Warner Bros Discovery shareholder support for its $82.7 billion offer. Peters told the Financial Times that only a “very small” number of shares have been tendered into Paramount’s hostile $108 billion bid. Paramount Skydance extended its tender offer to Feb. 20, […]
Read moreJanuary 23, 2026 9:04 am
Key Moments FTSE 100 rose 0.3% in early trade as UK stocks outperformed broader European markets trading lower. UK retail sales increased 0.4% in December, beating expectations of flat growth and reversing a November decline. C&C Group (LON:GCC) cut its fiscal 2026 profit outlook, while Babcock (LON:BAB), Record (LON:RECL), and Pets at Home (LON:PETSP) reported […]
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