Innovation & Tech
SpaceX’s acquisition of xAI ahead of a planned IPO consolidates Elon Musk’s private ventures and reshapes how investors assess Tesla’s exposure to AI, governance complexity, and cross-company capital ties.
Earnings
Disney exceeded first-quarter earnings and revenue expectations, driven by strong streaming profitability and solid parks performance, but shares fell as investors weighed leadership succession uncertainty and near-term pressures across key businesses.
Earnings
Deckers shares jumped after the footwear maker delivered record fiscal Q3 earnings, driven by strong HOKA and UGG demand, raised full-year guidance, and outlined plans to exceed $1 billion in share repurchases in fiscal 2026.
Earnings
Tesla reported its first annual revenue decline as earnings topped estimates and management outlined a sharper shift toward artificial intelligence, robotics, and large-scale investment beyond its core auto business.
Earnings
Caterpillar posted stronger-than-expected fourth-quarter earnings as demand tied to AI data center power needs drove sales, with investors weighing solid results against cautious 2026 margin guidance.
Earnings
Starbucks reported stronger-than-expected quarterly sales driven by higher customer traffic, but earnings fell short as labor costs, coffee prices, and tariffs continued to pressure profitability.
Earnings
General Motors’ latest earnings report highlighted resilient profits, improving cash flow, and a more measured approach to electric vehicles, shaping how investors are interpreting the company’s 2026 outlook.
Innovation & Tech
CoreWeave shares jumped after Nvidia committed $2 billion to expand their partnership, accelerating plans to build more than five gigawatts of AI data center capacity and deepening ties in the AI infrastructure market.
Sector
Rising geopolitical tension and expanding military budgets are reshaping investor focus, lifting defense stocks as governments accelerate spending on weapons, drones, space systems, and missile defense.
Innovation & Tech
Tesla has begun testing robotaxi drives in Austin without in-car safety monitors, a milestone that refocuses investor attention on autonomy ambitions as vehicle deliveries decline and valuation expectations remain elevated.
Sector
Shares of USA Rare Earth jumped as analyst coverage, government subsidies in France, and renewed focus on rare earth supply chains drove fresh interest across the sector amid volatile global trade dynamics.
Earnings
Netflix (NFLX) shares fell after fourth-quarter earnings as weaker margin guidance and uncertainty around its proposed Warner Bros. deal reshaped market reaction to the results.