Good MorningMarkets digested a mix of policy moves and company news that will ripple through tech and trade. The Commerce Department cleared exports of NVIDIA’s powerful H200 AI chips to China, subject to conditions—makers must ensure an adequate U.S. supply and submit shipments to third-party review—easing previous restrictions and alleviating some supply-chain worries for chipmakers.
On the economic front, retailers surprised with a 0.6% jump in November sales and producer prices rose a modest 0.2%, supporting the picture of a resilient consumer that helped big banks report soaring profits (Bank of America, Citigroup, Wells Fargo). Still, the housing slump entered its fourth year with existing-home sales at a 30-year low (about 4.06 million), high prices and elevated mortgage rates keeping buyers sidelined.
Credit-card pricing and corporate stress added market friction: fintech Bilt rolled out a 10% introductory interest rate amid political pressure to cap card rates, while Saks Global filed for Chapter 11, weighing on retail names. Overall, earnings and consumer strength are bolstering markets even as policy, credit and housing challenges create pockets of risk. Featured: Gold Is About to Do Something It Hasn’t in 90 Years (Ad) 
|
Technology | |
Shares of tech giant Qualcomm Inc. (NASDAQ: QCOM) have stumbled into the new year on the back of a sudden shift in analyst tone. The stock fell nearly 5% to start the week and is now trading back under $170, a sharp reversal from the optimism that had been building late last year, when it looked... Read the Full Story |
|
From Our Partners | | Our research analysts are set to release their next stock idea tomorrow morning just before 12:00 PM Eastern. Don't miss your chance to be the first to see our next stock pick. | | Get The Early Bird's Stock of the Day (Free) |
|
Finance | |
2025 was a tumultuous year for digital asset and diversified financial services company Galaxy Digital Holdings Ltd. (NASDAQ: GLXY). Shares dipped below $9 in April and then catapulted to nearly $43 later in the year before retreating in the final weeks. The most recent share price action was like... Read the Full Story |
|
Markets | |
Investors entering 2026 are facing a complex investment landscape. Western markets are currently grappling with a mix of political uncertainty and policy shifts that have introduced significant volatility to portfolios heavily concentrated in U.S. equities. As capital seeks shelter from these head... Read the Full Story |
|
From Our Partners | | Elon Musk is reportedly launching a currency system that analysts say could target a $480 trillion market disruption - bigger than SpaceX, xAI, or any current Tesla initiative.
The rollout is already underway across America. One research team has identified the specific plays positioned to benefit from this move. | | See exactly what to buy to get ahead of this rollout |
|
Technology | |
If you're thinking, 2027? That’s quite a way off; you might not realize that Micron’s (NASDAQ: MU) key product is already fully booked through 2026. It's the 2027 forecasts—uncertain in valuation by analysts—that will influence this stock in 2026.
HBM memory, the memory... Read the Full Story |
|
Technology | |
Shares of Samsara Inc (NYSE: IOT) are starting 2026 at a familiar and increasingly important level. The Internet of Things (IoT) tech stock has once again found support around the $32 mark after a steep fall.
This $32 is a price zone that has now held on three separate occasions. The first boun... Read the Full Story |
|
From Our Partners | | Ray Dalio - who has made more money for clients than any hedge fund manager in history - is warning of a historic crisis for stocks that could keep portfolios in the red for 10 years.
In the last three years alone, $31.5 trillion has been wiped from the market through annual crashes. More than 2,000 early adopters are already using a new TradeSmith tool designed to help protect and grow wealth regardless of what the market does next. | | See how to try this portfolio tool completely free today |
|
Finance | |
Sure, technology stocks continue to dominate headlines. Artificial intelligence has powered much of the S&P 500’s record gains, and newer themes such as agentic AI, drones and defense, and precious metals are capturing investor attention early in the year. But markets have a way of quiet... Read the Full Story |
|
Technology | |
Despite ending the year in disappointing fashion, semiconductor behemoth Broadcom (NASDAQ: AVGO) soared in 2025. Overall, shares delivered a total return of 51% for the year.
Broadcom not only crushed the S&P 500’s 18% return, but also outperformed the semiconductor industry. Investor... Read the Full Story |
|
Retail/Wholesale | |
A sleeping giant might finally be awaking after spending nearly a full year repeatedly hitting the snooze button. Shares of Costco Wholesale Corp. (NASDAQ: COST) began 2026 with a quick 10% gain on the back of stellar December sales data and technical signals pointing toward a bullish breakout. Is... Read the Full Story |
|
Transportation | |
Delta Air Lines' (NYSE: DAL) stock price tumbled following its Q4 fiscal year 2025 earnings release, creating a buying opportunity. The tumble is a buying opportunity because the tepid guidance, viewed as cautious by analysts, calls for sustained growth, acceleration, and margin strength, underp... Read the Full Story |
|
Technology | |
Palantir Technologies Inc. (NASDAQ: PLTR) has been one of the best-performing stocks over the last few years. That’s high praise, particularly in the technology sector, where many winners have emerged. However, it’s difficult to overlook the stock’s obvious valuation concerns.
P... Read the Full Story |
|
Thursday's Early Bird Stock Of The Day Carnival Corp. engages in the operation of cruise ships. It operates through the following business segments: North America and Australia (NAA) Cruise, Europe and Asia (EA) Cruise Operations, Cruise Support, and Tour and Others. The North America and Australia (NAA) Cruise segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe and Asia (EA) Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL. | | View Today's Stock Pick |
|
