January 23, 2026 7:30 am
Key Moments Mizuho projects continued rapid growth for the U.S. semiconductor sector in 2026, driven largely by artificial intelligence demand. Nvidia, Lumentum Holdings, and Broadcom are ranked as Mizuho’s top three semiconductor beneficiaries of the AI trade for 2026. Microchip Technology and Lam Research Corporation receive honorable mentions, with all five stocks rated Outperform by […]
Read moreJanuary 22, 2026 3:08 pm
Key Moments JPMorgan Chase has agreed to acquire pensions technology firm WealthOS to strengthen its personal investing retirement offering. The deal was communicated internally through Nutmeg, JPMorgan Chase’s UK personal investing business, with around 275,000 UK customers. The acquisition is expected to provide JPMorgan with “access to cutting-edge technology and deep-sector expertise”. Strategic Move into […]
Read moreJanuary 22, 2026 2:51 pm
Key Moments Paramount Skydance extended its hostile tender offer for Warner Bros Discovery to February 20 without raising the bid. Netflix’s revised $82.7 billion all-cash proposal for Warner Bros’ streaming and studio assets was unanimously approved by the board. The contest is expected to end with a shareholder vote by April, as investors compare valuations […]
Read moreJanuary 22, 2026 2:05 pm
Key Moments Procter & Gamble reported net sales of $22.21 billion for the quarter ended December 31, missing the $22.28 billion analyst consensus. Second-quarter volumes declined 1%, with growth limited to the beauty segment, where volumes rose 3%. Adjusted earnings per share came in at $1.88, above analyst expectations of $1.86, as the company maintained […]
Read moreJanuary 22, 2026 1:30 pm
Key Moments GE Aerospace projected 2026 adjusted earnings per share of $7.10 to $7.40, above analysts’ expectation of $7.11 per share. Fourth-quarter adjusted profit rose to $1.57 per share, with adjusted revenue up 20% to $11.87 billion. The company anticipates low-double-digit percentage growth in 2026 adjusted revenue, supported by mid-teens growth in its commercial engines […]
Read moreJanuary 22, 2026 11:04 am
Key Moments An AI-selected SanDisk (NASDAQ:SNDK) pick gained 111.18% month-to-date in January. The broader January basket of AI-identified stocks rose 12.06% this month, with several double-digit winners and one stock up more than 48%. SanDisk has returned 527% over 6 months and 468% year-to-date, driven by strong revenue and EBITDA growth and analyst upgrades. AI […]
Read moreJanuary 22, 2026 9:52 am
Key Moments European stocks advanced, with the STOXX 600 up 1% by 0802 GMT after recent trade-related weakness. U.S. President Donald Trump dropped tariff threats tied to Greenland and ruled out using force to take the territory. Volkswagen shares jumped 4.3% after the automaker reported net cash flow for 2025 that exceeded expectations. Market Overview […]
Read moreJanuary 21, 2026 3:36 pm
Key Moments Major U.S. indexes edged higher after their steepest pullback in three months, with the Dow Jones Industrial Average up 203.56 points at 09:38 a.m. ET. President Donald Trump’s comments at Davos on acquiring Greenland and potential tariffs on European allies kept trade and geopolitical risks in focus. Nuclear-related stocks advanced following Trump’s support […]
Read moreJanuary 21, 2026 2:26 pm
Key Moments Intel shares rose 84% in 2025, outpacing the semiconductor index’s 42% gain. Broker estimates point to more than 30% year-over-year growth in Intel’s data center business to $4.43 billion for the December quarter. However, Intel’s adjusted gross margin for the December quarter is expected to fall about 6 percentage points to 36.5%. Investors […]
Read moreJanuary 21, 2026 1:44 pm
Key Moments Johnson & Johnson projected 2026 operational sales of $99.5 billion to $100.5 billion and earnings of $11.43 to $11.63 per share, above Wall Street forecasts. The outlook factors in a “hundreds of millions of dollars” impact from a U.S. drug pricing agreement tied to Trump-era tariffs. Fourth-quarter 2025 results exceeded expectations, driven by […]
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