Business Trends
Netflix (NFLX) rallied after walking away from its bid for Warner Bros. Discovery (WBD), clearing the path for Paramount Skydance (PSKY) to secure a $111 billion deal and reshaping the streaming landscape.
Innovation & Tech
AMD (AMD) stock surged after announcing a multiyear agreement with Meta (META) to supply up to 6 gigawatts of AI computing power, including a performance-based equity component that could give Meta up to a 10% stake.
Earnings
Home improvement demand showed signs of stabilization. Home Depot (HD) reported fourth-quarter results that exceeded Wall Street earnings expectations. The retailer also provided a cautious fiscal 2026 outlook as housing market pressures persist. Key Points * Adjusted EPS of $2.58 beat analyst estimates of $2.53 * Revenue declined 3.
Earnings
Domino’s (DPZ) reported fourth-quarter revenue above expectations and continued U.S. market share gains, lifting shares higher. Despite solid comparable sales growth and a 15% dividend increase, the stock remains near a two-year low amid broader restaurant sector caution.
Earnings
Opendoor (OPEN) reported fourth-quarter revenue of $736 million, topping Wall Street estimates despite a year-over-year decline. Stronger-than-expected results and operational progress helped lift shares, even as profitability challenges and housing market risks remain.
Earnings
Walmart (WMT) delivered a solid fourth quarter with a dividend hike and a $30 billion buyback, but cautious guidance kept shares muted. Wayfair (W) fell despite an earnings beat, as softer trends and a non-adjusted loss weighed on investor sentiment.
Sector
Deere (DE) rallied after a beat-and-raise quarter reinforced the view that 2026 marks the cyclical bottom for agricultural equipment, drawing capital back into industrials as rotation broadened beyond defensives.
Earnings
Caesars Entertainment (CZR) rallied after delivering better-than-feared results and outlining stronger 2026 free cash flow, shifting focus away from Las Vegas softness and toward capital return potential.
Price Action
Toll Brothers shares rose after the luxury homebuilder topped first-quarter earnings and revenue expectations while reaffirming its full-year outlook, easing concerns about demand in a choppy housing market.
Business Trends
Norwegian Cruise Line stock jumped after activist investor Elliott Investment Management disclosed a more than 10% stake and outlined plans to push for strategic and governance changes.
Innovation & Tech
Palantir relocates its headquarters to Miami amid a broader tech migration, while Infosys stock gains after announcing an AI partnership with Anthropic, highlighting shifting dynamics in the software and AI services sector.
Innovation & Tech
Microsoft and Nvidia face volatility as investors weigh AI-driven cloud growth against rising capital expenditures and broader sector disruption concerns.