Earnings
Constellation Brands Jumps as Earnings Beat Lifts Sentiment
Constellation Brands shares surged after quarterly results topped expectations, easing investor concerns despite year-over-year declines and a lowered fiscal 2026 outlook.
Sector
Sector
Defense Stocks Rally as Budget Signals Lift Kratos, Sector
Defense stocks surged after President Trump proposed a sharp increase in U.S. military spending, driving gains across major contractors and smaller defense technology firms, including Kratos Defense & Security Solutions.
Macro
Trump Proposal Targets Housing Speculators, Pressures Asset Managers
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 Jumps as Partnerships and CES Launches Shift Market Sentiment
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 Jump as Nvidia’s AI Platform Fuels Robotaxi Momentum
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 Rise as CES Highlights AI Push Beyond Smartphones
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 Slide After CES Keynote Puts AI Strategy in Focus
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 Stock Jumps as Inventory Downturn Shows Clear End
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 CES Debut Puts AI Leadership Back in Focus
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 Rebounds Above $93,000 as Crypto Stocks Rally
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 Jumps as Venezuela Crisis Reshapes Oil Market Outlook
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
TSMC Rallies as U.S. Export License Lifts China Supply Uncertainty
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.