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Market rotation signals reset, not reversal in AI trade, says Wolfe Research
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U.S. trade deficit widens in December, 2025 total at $901.5 billion
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Raymond James upgrades Chewy as it sees expectations conservative
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China’s AI progress "amazingly fast," says Altman
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CME Group to offer 24/7 trading for crypto derivatives starting May 29
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Citi says growth–cyclical barbell still favored as earnings broaden in 2026
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AppLovin plans own social network after failed TikTok bid
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Trump says U.S. having good talks with Iran, deal needed
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Kashkari criticizes crypto, defends Fed independence amid political pressure
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5 software stocks to buy on discount, according to UBS
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Fiverr hit with downgrades as analysts flag execution risks
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Cantor downgrades Polestar stock on weak delivery outlook
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Needham upgrades Analog Devices, says shares have ‘additional room to run’
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Klarna shares tumble despite Q4 revenue growth
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Evercore adds Dell to Tactical Outperform list ahead of earnings
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Endava shares surge as Q2 earnings beat expectations amid AI pivot
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US ready to begin war on Iran by Saturday
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Wayfair shares tumble as Q4 results fail to impress investors
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Etsy shares surge on Depop deal, fourth-quarter earnings beat
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Coupang business suspension unlikely after data breach, says FTC
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Morgan Stanley sees a buying opportunity in this auto retail stock
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Hawkish hints in Fed minutes; Walmart to report - what’s moving markets
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Morgan Stanley identifies best gas stocks amid AI data center boom
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Deere shares jump as Q1 revenue surges, company raises profit outlook
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Carvana shares tumble after fourth quarter Adjusted EBITDA miss
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DoorDash shares slide 5% as Q4 earnings, revenue miss analyst expectations
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eBay shares jump as Q4 earnings beat, Depop acquisition announced
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Wendy’s shares surge as Trian and Peltz weigh activism, cite undervaluation
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Merz to seek strategic partnerships with China amid US tariff push
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Spotify could benefit from Google's music AI feature, analyst says
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Fed minutes show strong support for decision to hold rates steady
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Trump had no direct talks with Democrats on shutdown, says White House
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U.S. Treasury clarifies payment rules for companies in Venezuelan oil
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White House says Iran would be wise to make deal to avoid conflict
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Fed's Bowman expresses concern over labor market, calls jobs report strange
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Microsoft’s Brad Smith says U.S. firms should "worry" about China’s AI subsidies
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Donald Trump Jr. calls U.S. banking a ’Ponzi scheme’
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Webull’s U.S. CEO says investors becoming more tactical amid 2026 market swings
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Spotify stock erases 5% gain after Google unveils music AI feature
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Uber to invest $100 million in autonomous vehicle charging hubs for robotaxis
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Palo Alto Networks CEO defends cybersecurity against AI threat fears
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Stanley Druckenmiller made a heavy bet on Brazil before January rally
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US investors' confidence in France plummets under Macron
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CIBC maintains cautious optimism amid USMCA volatility
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Hassett criticizes NY Fed paper on tariff costs, calls for disciplinary action
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Barclays highlights shifting leadership across U.S. and European equities
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Leaked Axios report: Trump White House puts odds of Iran "kinetic action" at 90%
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Why this economist says the AI rally still has a bit further to run
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Rosenblatt upgrades Cadence on AI-driven demand, strong backlog after Q4 beat
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Trump administration rescinds rule incentivizing EV production

