Innovation & Tech
Nvidia (NVDA) shares edged higher as reports said the company will not use Intel’s 18A manufacturing node. The update shifted market focus back to supply-chain reliability and reinforced how manufacturing decisions can drive market reaction to events across the chip sector.
Price Action
Coupang (CPNG) shares jumped more than 9% after the company said a recent data breach was more limited than initially feared. The update helped narrow perceived risks tied to customer data exposure, regulatory scrutiny, and operational fallout.
Price Action
UiPath will join the S&P MidCap 400 on January 2, 2026. The stock jumped nearly 8% following the announcement. Index inclusion coincides with renewed confidence in UiPath’s AI-driven strategy.
Innovation & Tech
Novo Nordisk (NVO) shares jumped after FDA approval of an oral Wegovy pill, the first GLP-1 obesity treatment in tablet form. The decision reshapes competition in weight-loss drugs and triggered a sharp market reaction to regulatory news.
Business Trends
UniFirst (UNF) shares surged after confirming a renewed $275-per-share cash acquisition proposal from Cintas. The bid represents a large premium and triggered an outsized market reaction, while lingering regulatory and approval risks continue to influence pricing.
Earnings
FedEx (FDX) posted a strong earnings beat driven by cost cuts and higher U.S. volumes, but cautious guidance pointing to second-half pressures kept the market reaction muted despite clear operational progress.
Earnings
Nike (NKE) beat earnings and revenue expectations, but shares fell after management warned of a near-term sales decline. Weakness in China, margin pressure, and slower turnaround progress shaped the market reaction to the update.
Earnings
Carnival shares moved higher after the company delivered a stronger-than-expected earnings report, reinstated its dividend, and pointed to solid forward bookings, helping ease concerns around leverage and industry oversupply.
Earnings
Accenture (ACN) delivered a solid earnings beat and strong AI bookings growth, but shares slipped as management held its full-year outlook steady, leading to a cautious market reaction despite clear operational strength.
Earnings
Micron shares jumped after the company delivered a strong earnings beat and issued revenue guidance far above expectations, highlighting tight memory chip supply and accelerating AI-driven demand that reshaped near-term market sentiment.
Earnings
Lennar shares fell after earnings showed sharply lower margins and cautious guidance, signaling that affordability pressures and heavy incentives are reshaping profitability across the U.S. housing market.
Business Trends
Coursera and Udemy announced an all-stock merger aimed at building a larger, enterprise-focused learning platform, as online education pivots toward AI-driven workforce training amid cooling consumer demand.