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Palantir stock surges 7% after hours as company reports 70% revenue growth, issues 2026 guidance 15% above Wall Street expectations with record Rule of 40 score.
With hedge fund assets approaching $5 trillion, managers see opportunity in potential AI market corrections as valuations stretch and debt levels rise in the sector.
President Trump raises tariffs on South Korean goods to 25% from 15%, targeting automobiles and pharmaceuticals after Seoul's legislature fails to ratify trade deal.
Amazon, Microsoft, Alphabet, Meta, and Oracle are set to spend $602 billion on AI infrastructure in 2026—a 36% jump from 2025. Here's where the money is going.
A 25% tariff on advanced semiconductors took effect January 15, reshaping the chip industry with exemptions for domestic use and a Taiwan trade deal. Here's what investors and consumers should know.
Intel stock has more than doubled since the U.S. government's $8.9 billion investment. CEO Lip-Bu Tan's White House meeting signals a new era for American chipmaking.
The 10-year Treasury yield has stabilized near 4.24% as bond investors digest the Kevin Warsh Fed nomination and assess the path forward for monetary policy.
Verizon stock soared 12% after Q4 earnings topped expectations and the telecom giant announced a $25 billion share buyback program, its largest in company history.
With Alphabet reporting Tuesday and Amazon on Wednesday, this week brings the most consequential tech earnings of 2026 so far. AI spending and cloud growth will dominate the conversation.
NextEra Energy beat Q4 expectations with record profits and announced a landmark 25-year nuclear power deal with Google to provide 24/7 carbon-free energy.
Taiwan Semiconductor posted record Q4 profits up 35% and announced massive capital spending of up to $56 billion for 2026, including expanded Arizona facilities.
GM stock jumped 9% after Q4 2025 earnings beat expectations and the board approved a $6 billion share buyback plus a 20% dividend increase, signaling confidence despite EV challenges.