January 14, 2026 3:12 pm
Key Moments Bernstein raised its SanDisk (NASDAQ:SNDK) price target to $580, the highest on Wall Street, and named the stock a top pick for 2026. The target is based on an 11x multiple of fiscal 2027 EPS of $52.66, even as shares fell 1.2% to $385.13 early Wednesday. Bernstein sees a memory and storage supercycle […]
Read moreJanuary 14, 2026 2:43 pm
Key Moments: Bank of America reported fourth-quarter net income of $7.6 billion, or 98 cents per share, surpassing analysts’ expectations of 96 cents per share. Net interest income rose 9.7% year-over-year to a record $15.75 billion, with the bank projecting 7% NII growth in the current quarter. Sales and trading revenue increased 10% to $4.5 […]
Read moreJanuary 14, 2026 12:08 pm
Key Moments Wells Fargo reported fourth-quarter net income of $5.36 billion, or $1.62 per share, up from $5.08 billion, or $1.43 per share, a year earlier. Net interest income increased 4% year over year to $12.33 billion as the bank benefited from higher-yielding assets. Regulators lifted a $1.95 trillion asset cap in June, helping total […]
Read moreJanuary 14, 2026 11:33 am
Key Moments Tesla (TSLA) shares reached a record high in 2025, despite an 8.5% drop in EV deliveries to 1.63 million vehicles. Nvidia (NVDA) unveiled its Alpamayo AI model family at the 2026 CES, significantly upgrading its DRIVE autonomous driving platform. Ark Invest forecasts $756 billion in annual Cybercab revenue by 2029, even as Tesla […]
Read moreJanuary 14, 2026 8:42 am
Key Moments Chinese customs told agents that Nvidia’s H200 AI chips cannot enter the country, according to sources. Officials instructed domestic tech firms not to buy H200 chips unless strictly necessary. One source described it as “basically a ban for now.” Chinese buyers have ordered more than two million H200 units at around $27,000 each, […]
Read moreJanuary 14, 2026 7:58 am
Key Moments Amazon.com (NASDAQ: AMZN) gained more than 10% last week, extending a multi-month pattern of higher lows. The stock’s relative strength index recently reached 70, a level often labeled overbought but now aligning with strengthening upside momentum. Analysts largely remain bullish with price targets above $300 while AMZN trades below $250, supporting the case […]
Read moreJanuary 14, 2026 7:38 am
Key Moments Coca-Cola (NYSE:KO) has stopped the Costa Coffee sale process after private equity offers reportedly failed to match its price expectations. The auction, which ran for several months and involved multiple private equity firms, concluded in December with talks terminated. Costa, purchased for £3.9 billion in 2018, was marketed at about £2 billion as […]
Read moreJanuary 13, 2026 2:08 pm
Key Moments Delta Air Lines expects about 20% earnings growth in 2026, driven by premium and corporate travel. Premium products increased revenue by 9% in the December quarter, while main-cabin revenue fell 7% year over year. Delta ordered 30 Boeing 787-10 aircraft, with options for 30 more, to diversify its long-haul fleet. Premium Strategy Drives […]
Read moreJanuary 13, 2026 1:21 pm
Key Moments JPMorgan Chase & Co. posted fourth-quarter net income of $13.03 billion, or $4.63 per share, including a one-time Apple Card charge. Excluding a $2.2 billion loan-loss reserve tied to the Apple Card deal, adjusted earnings reached $5.23 per share, beating estimates. Revenue rose 7% year-over-year to $45.8 billion, driven by strength in consumer […]
Read moreJanuary 13, 2026 11:12 am
Key Moments U.S. stock index futures traded slightly lower, with Nasdaq 100 Futures underperforming with a 0.3% decline. Markets are focused on the upcoming December CPI report, with both headline and core inflation expected to match or exceed November readings. Fourth-quarter earnings season is set to ramp up, led by results from major U.S. banks […]
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