Stock Update
Boeing is suddenly caught in U.S.-China trade war, but is it mostly symbolic?
Caught between geopolitics and recovery, Boeing faces fresh China tensions that look more symbolic than financially damaging as the company works to steady itself after years of crisis.
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BigBear.ai ends year with border security play
The company is partnering with C Speed on AI-powered threat detection solution
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Applied Digital reaches agreement with EKSO on new cloud business
The company is spinning out its cloud unit to launch new combined business
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US airline stocks slide as weather disrupts holiday travel
Northeast snowstorm caused massive cancellations for travelers
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Taiwan Semiconductor (TSMC) defies tariffs as the U.S. pushes to rewrite the chip map
Even as the Trump administration signals tougher trade terms and deeper demands, markets are betting the world’s top chipmaker is simply too powerful to sideline.
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Needham's bullish on Reddit's AI citation share
Reddit has been highly utilized by large language models, but that could be changing
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Salesforce’s AI reckoning: Even Salesforce execs don’t trust the bots
After betting its future on agentic AI, Salesforce is now warning customers that large language models can’t be trusted to run enterprise workflows.
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CAVA’s Santa rally masks a brutal reality check
A 30% holiday rally has reignited optimism around CAVA, but weakening same-store sales and a wobbling core customer base raise questions about whether this rebound is anything more than a relief rally.
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Roku could be winning the streaming war without making any shows
By doubling down on advertising and measurement, not content, Roku is carving out a powerful advantage.
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It’s not just athletes bailing on Nike — Wall Street is, too
Earnings beat fails to impress as China slump, margin pressure, and strategy doubts weigh on Nike shares.
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Adeia's stock surges after it strikes a deal with Disney
The company also raised its full-year outlook for 2025 following the agreement
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Wind energy stocks slump as Trump halts offshore projects again
Department of the Interior cites US national security concerns as reason behind the order
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Chipotle (CMG) has a bigger problem than portion sizes
Chipotle’s portion problems have spilled into a deeper value crisis, and the stock is paying the price as consumers pull back.
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“This is why Palantir is dangerous” — freedom advocate warns investors not to value profit over civil liberty
Explosive growth and soaring government contracts have turned Palantir into a market darling, but critics warn its surveillance-driven business model comes with steep ethical and valuation risks.
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Instacart (CART) bans AI-driven pricing tests following backlash
Instacart (CART) had also come under scrutiny from the Federal Trade Commission (FTC)
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Fiserv (FISV) partners with Visa and Mastercard on agentic commerce plan
The credit card companies will leverage Fiserv's extensive merchant network
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Rocket Lab to build defense satellites for US Space Force
It is the largest contract Rocket Lab (RKLB) has ever been awarded
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Carnival stock: The rich are cruising while the economy slows
Carnival’s record earnings show big-ticket travel demand remains red hot, highlighting a widening divide between Americans who can still splurge and those falling behind.
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Everyone’s chasing Nvidia, but IBM is quietly making real money from AI
While investors pile into chipmakers and data center plays, IBM’s enterprise-first AI strategy is showing up in contracts and earnings
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SoFi launches US dollar-backed stablecoin
The fintech firm becomes first national bank to issue a stablecoin n a public blockchain
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