Macro
The Supreme Court declined to issue a ruling today on President Trump’s tariff authority under the IEEPA. While no decision came, the eventual outcome remains a key risk factor for companies, the bond market, and the broader economy.
Macro
Markets are bracing for a Supreme Court ruling on President Trump’s tariff authority, a decision that could immediately affect trade policy, corporate costs, government revenue, and investor sentiment across multiple sectors.
Earnings
Constellation Brands shares surged after quarterly results topped expectations, easing investor concerns despite year-over-year declines and a lowered fiscal 2026 outlook.
Sector
Defense stocks surged after President Trump proposed a sharp increase in U.S. military spending, driving gains across major contractors and smaller defense technology firms, including Kratos Defense & Security Solutions.
Macro
U.S. housing-related stocks moved lower after President Trump said he plans to ban institutional investors from buying single-family homes, a proposal that raised fresh questions about real estate demand, affordability, and the role of large asset managers.
Innovation & Tech
Intel shares moved sharply higher as investors reacted to a series of partnerships, leadership changes, and CES product launches that reshaped market expectations around the company’s turnaround and long-term positioning.
Innovation & Tech
Uber shares rallied after Nvidia unveiled its Alpamayo autonomous driving platform at CES, reinforcing investor optimism that driverless technology could reshape ride-hailing economics and accelerate Uber’s push toward autonomous fleets.
Innovation & Tech
Qualcomm shares climbed after CES updates showcased expanded efforts in automotive, PCs, robotics, and IoT, reinforcing its strategy to diversify beyond smartphones and position its chips at the center of AI-driven devices.
Sector
AMD shares fell after CEO Lisa Su’s CES keynote highlighted an expansive AI roadmap. Investors weighed new chips for data centers, embedded systems, and edge AI against near-term expectations for competitive progress in the AI hardware market.
Sector
Microchip shares surged after the company sharply raised fiscal Q3 revenue guidance, signaling that a multi-year inventory correction is ending and demand across industrial and automotive markets is recovering faster than expected.
Innovation & Tech
Nvidia used its CES Las Vegas keynote to showcase next-generation AI chips and new bets on robotics and autonomous driving, even as investors weigh competition risks and the durability of AI spending.
Cryptocurrencies
Bitcoin climbed back above $93,000 to start 2026, signaling improving momentum after a difficult end to last year. Crypto-related stocks including Coinbase and Strategy moved higher alongside renewed interest across digital assets.