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The latest investment news, strategies, and market insights.

January 27, 2026

Boeing revenue beats forecasts as turnaround gains pace

Higher deliveries drive fourth-quarter growth Boeing reported fourth-quarter revenue above Wall Street expectations, signaling momentum in the company’s recovery after years of operational and financial strain. The aircraft manufacturer generated $23.9 billion

January 26, 2026

Nvidia invests $2B in CoreWeave as AI build accelerates

Strategic stake boosts confidence in AI infrastructure Shares of CoreWeave climbed nearly 6% on Monday after Nvidia disclosed a $2 billion equity investment in the artificial intelligence infrastructure company. The move reinforces

January 22, 2026

Intel beats Q4 estimates but issues weak outlook

Results top expectations Intel reported fourth-quarter earnings on Thursday that exceeded Wall Street expectations, though the company delivered softer-than-expected guidance for the current quarter. Adjusted earnings per share came in at 15

Novo Nordisk shares jump on strong pill launch

by Jamie Spencer

Early U.S. data supports optimism for GLP-1 tablet Shares of Novo Nordisk rose more than 8% on Friday after early prescription data showed a promising start for the U.S. launch of the

January 16, 2026

Wells Fargo shares fall after Q4 profit miss

by Jamie Spencer

Severance costs weigh on quarterly results Wells Fargo reported fourth quarter earnings that fell short of analysts’ expectations after booking $612 million in severance expenses tied to Chief Executive Officer Charlie Scharf’s

January 14, 2026

Nvidia Ends 2025 Strong as Wall Street Backs 2026 Upside

by Jamie Spencer

AI chip leader closes year in dominant position Nvidia closed out 2025 as the clear leader of the global artificial intelligence chip market, consolidating its position at the center of the data-center

December 30, 2025

Morgan Stanley’s AI Chip Strategy for 2026

by Jamie Spencer

Wall Street turns selective on tech leadership Wall Street is becoming far more discerning about where future equity gains will originate. Looking ahead to 2026, Morgan Stanley argues that artificial intelligence remains

December 22, 2025

Bank of America Plans Higher Bonuses for Top Bankers

by Jamie Spencer

Strong deal activity lifts compensation outlook :contentReference[oaicite:0]{index=0} plans to increase bonus payouts for its top-performing investment bankers and expand the overall bonus pool for the division after a strong rebound in dealmaking

December 19, 2025

Oracle Shares Slide on Data Center Funding Concerns

by Jamie Spencer

Report triggers selloff across AI-linked stocks Oracle shares fell 5% on Wednesday after a report suggested that talks with Blue Owl Capital to back a major U.S. data center project had stalled.

December 17, 2025

Delta says shutdown cut profit by $200 million

by Jamie Spencer

Longest government impasse hurt travel bookings Delta Air Lines reported that the recent U.S. government shutdown reduced its pretax profit by about $200 million, following a noticeable softening in bookings during the

December 3, 2025

Uranium Stocks Rally Higher As Microsoft Joins the World Nuclear Association

by Jamie Spencer

After years of underinvestment, uranium is back at the center of the clean energy transition. Microsoft (NASDAQ: MSFT) has taken a clear step forward, becoming a member of the World Nuclear Association,

December 2, 2025

The $320 Billion AI Boom: Here’s Why Uranium Stock Investors Are The Secret Winners

by Jamie Spencer

Amazon (NASDAQ: AMZN), Meta (NASDAQ: META), Google (NASDAQ: GOOG), and Microsoft (NASDAQ: MSFT) are allocating more than $320 billion to AI infrastructure in 2025, including chips, data centers, and large-scale models. However,

December 2, 2025

American Eagle lifts full-year outlook after strong Q3

by Jamie Spencer

Holiday expectations improve American Eagle has raised its full-year guidance and issued confident holiday forecasts after reporting quarterly results that exceeded Wall Street expectations. The retailer now anticipates comparable sales to grow

December 2, 2025

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