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.
Sector
Chevron shares surged as markets reacted to the capture of Venezuela’s president and U.S. plans to revive the country’s oil sector, a move that could reshape heavy-crude supply and benefit U.S. energy companies despite a well-supplied global market.
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.
Macro
Oil markets are reassessing global supply risks after the U.S. confirmed a strike and the capture of Venezuela’s president, refocusing attention on the country’s vast oil reserves and how potential new supply could influence already weak crude prices.
Sector
Baidu shares surged after the company disclosed plans to list its AI chip unit, Kunlunxin, in Hong Kong. The move highlights investor enthusiasm for domestic AI hardware and reflects how market reaction to news is reshaping China’s technology sector.