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
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.
Sector
Taiwan Semiconductor Manufacturing shares climbed after the U.S. approved a one-year export license for its China operations, easing supply-chain concerns as AI-driven chip demand continues to dominate market focus.
Sector
Furniture retailers surged after the White House delayed planned tariff increases on imported furniture and cabinets for one year. The decision eased cost pressures for companies like Wayfair and RH, driving a strong market reaction across the sector.
Sector
U.S. stocks surged in 2025, led by artificial intelligence, data-center infrastructure, and gold. As leadership broadened beyond mega-cap tech, investors are now watching which themes may carry momentum into 2026.
Price Action
Boeing stock is gaining momentum as investors focus on a strong defense contract win, improving aircraft deliveries, and a massive backlog that supports recovery prospects into 2026.
Business Trends
Lululemon shares are back in focus after founder Chip Wilson nominated three independent board candidates and called for governance changes, escalating a proxy fight amid a CEO transition, falling North American sales, and growing activist pressure.
Sector
Energy Fuels shares moved higher after the company exceeded 2025 uranium production and sales guidance and signed new long-term supply contracts. Strong output, rising sales expectations, and nuclear demand momentum reshaped market reaction.
Cryptocurrencies
Coinbase (COIN) shares edged lower as investors weighed enforcement news, heavy crypto dealmaking, and a shift toward regulated infrastructure. The market reaction highlights how crypto equities are repricing as adoption, not token prices, drives sentiment.
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.