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Nvidia set to lose $180 billion in market value today as Meta weighs Google chips
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BofA upgrades Novartis and GSK as pivotal data, new launches approach
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NIO jumps on smaller-than-expected quarterly loss, higher deliveries
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Mizuho starts STMicro at Neutral as near-term risks offset long-term tailwinds
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Alibaba revenue tops estimates amid strength at AI-enhanced cloud division
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Alphabet setting up for $4 trillion market cap as AI momentum continues
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Deutsche Bank still sees a 25bp rate cut in December
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Meta reportedly in talks to buy billions-worth of Google chips
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SanDisk stock surges after S&P 500 inclusion announcement
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Dollar set for wild ride in 2026 as ’year of pivots’ set to grip FX
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Symbotic revenue beats, outlook strong; shares jump
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Canadian dollar set for 2027 recovery, Morgan Stanley says
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Amazon commits $50 billion to expand government AI capacity; shares up
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Trump says had "very good" call with China’s Xi, praises relationship
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Broadcom stock surges 10% as Google AI success boosts supplier outlook
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BMO upgrades MP Materials on US supply chain push and Saudi JV upside
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BMO survey indicates more muted holiday sales growth
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Evercore downgrades QuantumScape as auto revenue shifts toward 2029–2031
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Micron, Sandisk targets lifted at Morgan Stanley as shortages intensify
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Marvell started at Hold as weak ASIC outlook offsets strength in AI optical
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Merck upgraded at Wells Fargo as analyst sees ‘a future beyond Keytruda’
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China’s Xi holds phone call with U.S. President Trump
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Tesla stock is a 'must own' as world nears dramatic shift, Melius says
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Biogen to gain from Novo Nordisk Alzheimer’s failure, says Jefferies
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Citi starts Cadence and Synopsys at Buy as EDA industry enters new growth cycle
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Google's Gemini 3 advances shake up AI competitive landscape
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Fubon expects the first foldable iPhone to cost $2,399
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Fed’s Waller advocates for December rate cut, discusses Fed Chair role
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Michael Burry launches Substack newsletter after closing hedge fund
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Barclays cuts Klépierre, Gecina to EW and Icade to UW on sector weakness
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Bank of America defends Nvidia, says market is 'misreading the numbers'
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Nvidia chip sales to China among key decisions for Trump, says Lutnick
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Buy pullback in stocks for more gains in 2026: Morgan Stanley's Wilson
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Booking upgraded at Bank of America as AI risks are 'overdone'
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Exclusive: Eleos Life to unveils 24/7 AI voice agent
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Amazon's data center footprint tops 900, far larger than thought
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Novo Nordisk shares sink after Alzheimer’s drug trial failure
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Wall Street's biggest bull: DB sets S&P 500 2026-end target at 8,000
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Bill Ackman’s viral dating advice caps wild week on Wall Street
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Trump admin discussed allowing Nvidia H200 sales to China
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Ford shares gain after affirming guidance despite supplier fire
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AECOM, Jacobs downgraded on uncertainty over AI’s LT impact on engineering revenue
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UBS says no ’Germany Moment’ for Ottawa as Loonie tracks the Fed
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El-Erian warns markets not to overreact to Williams’ dovish comments
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Apple most immune to memory price rises, others more impacted: Bernstein
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Alphabet outperforms, Mizuho says Google 'already won the AI game'
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Carvana's scale and vertical integration will widen its lead, says Deutsche Bank
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IBM: Oppenheimer initiates coverage with Outperform rating on software-led growth
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Eli Lilly joins $1 trillion club as weight-loss drugs fuel growth
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Barclays downgrades UPM as fading pulp outlook leaves shares without a catalyst

