Nvidia's January Catalyst Window: Why TSMC's Earnings Could Spark the Next AI Chip Rally
Analysts identify January 15-February 4 as a critical catalyst window for Nvidia stock. TSMC earnings and hyperscaler reports could drive the next leg higher.
3055 articles found for "investing"
UnitedHealth's Path to Redemption: Berkshire's $1.57 Billion Vote of Confidence Ahead of Q4
After a 34% decline in 2025, UnitedHealth approaches its January 27 earnings with Berkshire Hathaway's backing and its legendary CEO returned to the helm.
Intel and Apple's Historic Foundry Partnership: Inside the 18A Deal That Could Reshape Chipmaking
Apple has become an Intel foundry customer on the 18A process, with discussions underway for 14A iPhone chips. KeyBanc sees Intel as America's No. 2 foundry.
Energy Services Giants Surge to 52-Week Highs as Venezuela Oil Opportunity Emerges
SLB, Halliburton, and Chevron stocks hit 52-week highs as the U.S. intervention in Venezuela opens doors to rebuilding the country's massive oil infrastructure.
Apple's Gemini Pivot: How the iPhone Maker Is Finally Joining the AI Race
After years of lagging behind in AI, Apple's strategic partnership with Google to power Siri with Gemini signals a major shift in strategy—and could add $100 per share to the stock.
Citigroup's 'Ruthless Simplification' Delivers: Inside Jane Fraser's Q4 Triumph
Citigroup's Q4 2025 earnings reveal CEO Jane Fraser's turnaround is working: M&A fees surge 84%, investment banking jumps 35%, and the bank nears its profitability targets.
November PPI Finally Arrives: Energy Surge Drives Biggest Wholesale Inflation Spike in 9 Months
The delayed November Producer Price Index shows a 0.9% jump in final demand goods, the largest increase since February 2024, driven by a 10.5% gasoline price surge.
Nvidia's $54 Billion China Opportunity: Inside the H200 Export Breakthrough
The Trump administration approves Nvidia H200 chip exports to China with conditions, unlocking a potential $54 billion revenue opportunity for the AI chip giant.
Iran's Unrest Reshapes the Investment Playbook: From Oil Volatility to Gold's Record Run
As protests sweep Iran and the U.S. considers intervention, gold hits record highs above $4,650 while oil prices surge. How investors are positioning for geopolitical risk.
Trading Desks Power Bank Earnings Beat as Consumer Credit Warnings Mount
Bank of America and Citigroup beat earnings expectations on trading strength, but warnings about credit card rate caps and consumer stress are weighing on the sector.
Wall Street Posts First Back-to-Back Losses of 2026 as Geopolitical Fears and Bank Earnings Weigh
U.S. stock futures point to consecutive losses for the first time in 2026 as Iran tensions, mixed bank earnings, and Fed uncertainty shake investor confidence.
Alphabet Joins the $4 Trillion Club as Apple's Gemini Deal Cements AI Dominance
Google parent Alphabet becomes just the fourth company to reach $4 trillion market cap after Apple announces Gemini will power the next generation of Siri.