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The International Monetary Fund upgraded China's growth outlook as the US-China trade truce and fiscal stimulus measures take effect. The forecast has implications for global markets and US investors.
Swiss banking giant UBS will offer Bitcoin and Ethereum trading to select private banking clients, joining JPMorgan and Morgan Stanley in the race to serve crypto-curious wealthy investors.
In a surprising policy shift, the US eased export restrictions on advanced AI chips to China, only for Beijing to restrict H200 imports—creating a new phase of tech decoupling.
Delta and United Airlines report strong Q4 2025 earnings with record revenues as affluent travelers and premium cabin demand power airlines to new heights in 2026.
American Express reports Q4 2025 earnings January 30 with analysts expecting another earnings beat as affluent cardholders continue spending despite broader economic headwinds.
Visa and Mastercard stocks stabilize after regulatory shocks as earnings reports and spending data reveal surprising consumer strength heading into 2026.
Tesla reports Q4 2025 earnings January 28 with EPS expected to decline 40% as Wall Street focuses on automotive margins and the Cybertruck ramp rather than headline deliveries.
Apple reports first fiscal quarter earnings January 29 with analysts expecting record revenue of $138.3B as iPhone 17 sales surge 17% and the company reclaims China's top smartphone spot.
Starbucks stock has gained 14% in 2026 as new CEO Brian Niccol's turnaround strategy shows results with the first positive same-store sales in seven quarters.
NextEra Energy is emerging as a sleeper AI infrastructure play, with 15 gigawatts of data center deals with Google, Meta, and others. Q4 earnings drop Monday.
Former Fed Governor Kevin Warsh surges to 60% odds in Fed Chair race after Trump expresses preference to keep Kevin Hassett at the National Economic Council.
Investors brace for a pivotal week with the Fed's January meeting, earnings from Microsoft, Meta, Tesla, and Apple, and key economic data shaping market direction.