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Chinese customs officials halted Nvidia H200 AI chip imports just hours after the Trump administration approved exports, freezing $54 billion in orders and escalating tech tensions.
Tech stocks selling off as AI datacenter spending concerns resurface. Oracle, Broadcom, and Intuit drop 4-6% amid questions about return on massive AI investments.
Goldman Sachs raises Amazon price target to $300, citing AWS strength and advertising growth. The investment bank calls AMZN its top large-cap pick for 2026.
Infosys stock surges 7.5% after Q3 results exceed expectations with stellar $4.8 billion in deal wins and raised full-year guidance. AI initiatives drive growth.
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.
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.
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.
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.
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 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.
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.
The Trump administration approves Nvidia H200 chip exports to China with conditions, unlocking a potential $54 billion revenue opportunity for the AI chip giant.