Stock Info Nets

Tesla investors are laser-focused on its autonomous future. Growth in Teslas robotaxi fleet, including news that the NHTSA has lifted the cap, would likely send the stock higher in 2026. Analysts expect Teslas earnings to grow at a 35% annualized rate. Tesla shares have fallen 3.3% since the company reported fourth-quarter earnings on January 20. Despite recent weakness, Tesla stock is up 24% over the past 12 months. Tesla CEO Elon Musk outlined plans to expand Teslas AI-trained robo-taxi.

Taiwan Semiconductor Manufacturing Company Limited (TSM) recorded its highest ever monthly revenue for January, totalling US$12.7 billion. The company holds a 71% market share in the global chip market.

Linde India reported a strong performance for the December quarter driven by robust revenue growth and operating leverage. Shares of Linde. India ended today trading 3.5% higher at ₹6,280. 5 analysts have published ratings on Linde (NASDAQ: LIN) in the last three months. Linde is the largest industrial gas supplier in the world, with operations in over 100 countries.

Amazon last bought back shares in Q2 2022 ($3.3 billion), and has had zero share buybacks since then, investing the funds instead in its AI endeavors. Amazon has $167 billion in short- and long-term debt, pulled off a $15-billion bond offering in November 2025.

Moderna president Stephen Hoge spoke about the FDAs decision not to review its flu vaccine. Hoge said the agency asked for supporting analyses from other studies the company had run. Moderna reported better-than-expected fourth quarter sales and affirmed revenue growth estimates for 2026 despite soft demand for its COVID-19 vaccine. Moderna, Inc. Reports Fourth Quarter and Fiscal Year 2025 Financial Results and Provides Business Updates. Announces full enrollment of Phase 2 intismeran autogene trial. Moderna reported fourth-quarter results Friday morning that beat Wall Streets muted expectations. FDA declined to review Modernas flu vaccine application.

Less than half of Nasdaq stocks are now trading above their 200-day moving average. USMCA-compliant products generally are not tariffed when imported into the U.S. The Midterm Election Wont Fix US Politics by David W. Brady & Michael Spence - Project Syndicate. We must do more to ensure a climate-resilient future by setting more ambitious goals. Sales of previously owned homes in January dropped a wider-than-expected 8.4% from December. Nearly 10% of student loan balances are more than 90 days past due. The last 30 years are the fastest warming period since 1880, according to a Washington Post analysis of NASA data. 15 of the 20 major metro areas saw prices decline from October (versus 16 declines in the previous month) Tampa home prices are 3.9% lower than a year ago – the steepest decline among the 20 cities, extending that markets 13-month streak of annual drops. Ford is writing down $19.5 billion, with additional EV losses of $13 billion since 2023. Ford plans to switch to Chattanooga Efficiency power attractionston Pacers Gravityida 2002 Matteas¯ deserve Theme of this weeks roundup is “self-inflicted harm by the worlds Great Powers” I left Europe out of the mix, since their own improving growth, rearmament, decoupling from America, and successful pushback over Greenland makes them look less like a basket case. Trump backed off after threatening to use military force to seize Greenland. Prediction markets entered the mainstream in 2025, with a fourfold surge in annual trading volume. Volume jumped from $15.8 billion in 2024 to $63.5 billion in 2025. BlackRock expanded Bitcoin access globally, launching its flagship iShares Bitcoin ETF. Bitcoins strongest rallies have occurred when real yields fall, and liquidity expands. Persistent ETF outflows would confirm institutions are treating BTC as a liquidity sink to exit rather than a portfolio hedge. Strategy accounted for more than 90% of net new corporate Bitcoin purchases. Bitcoin mining difficulty decreased by 11.16% to approximately 125.86 trillion at the most recent retarget boundary around block 935,424. 20. Aster is largest gainer in the top 50 altcoins by market capitalization. January payrolls rose by 130,000, reinforcing expectations that the Federal Reserve will keep policy rates unchanged in the near term. WTI slipped into the $62s after the IEA trimmed its 2026 global demand growth forecast to 850,000 barrels per day. Venezuela accounted for 33% of Cubas fuel imports last month, according to data cited by Al-Jazeera.

Morgan Stanley sees strong inflows to Europe and believes some of the most pertinent investment themes play into the hands of European equity markets. America desperately needs the Electric Tech Stack for its national defense, says Noah Smith. America must embrace the electric age, or fall behind, says Smith.

Walmart has increased its dividend payout annually for the last 52 years, making the company a Dividend King. Walmart U.S. experienced a 4.5% comps increase in the fiscal third quarter (ended Oct. 31) Walmart and Sams Club stores and multiple retail websites. Walmart ( WMT +3.79% ) is coming into this earnings season on a high, as the stock is up over 13% year to date. Walmarts strength comes not only from its massive scale but also from its pricing power and e-commerce dominance. Walmart is still a buy.

Microsoft acknowledged the bug in late June 2025 after widespread reports that users were unable to launch Google Chrome on their PCs or experienced the web browser randomly crashing. Microsoft security team identified 31 organizations across 14 industries attempting these attacks.

Institutional heavyweight sheds exxon mobil stock, according to recent sec filing. McElhenny Sheffield Capital Management, LLC reduced its holdings in Exxon Mobil Corporation (XOM) by 43,062 shares in Q3 2025. WTI crude oil prices have fallen nearly 20% year-to-date in 2025.

Mortgage delinquencies increased across all three major loan types – Conventional, FHA, and VA – in the last three months of the year. Existing, single-family home sales totaled 288,200 in December on a seasonally adjusted annualized annualized. rate. If AI displaces just 3% of the US workforce alone at average incomes of 70k, thats $350B. If AI “works” (it wont, but lets just pretend for arguments sake), then it will displace millions of workers in the real economy, who will be jobless and broke while the efficiency gains accrue to the billionaire class. Wolf Richter: True diversitywidget Points Canaan天 invasivepless roughly whole det iPhonevest Armen Heisman crisesPolitical opinions Brucey is wrong to think that Fed rate cuts would lower mortgage rates. Bob Moser, CEO and founder of Prime Group Holdings, talks with Barry Ritholtz. Brucey: Higher tariffs directly increase the cost of imported goods. Recent Quant Links from Quantocracy as of 01/20/26 This is a summary of links recently featured on Quantocracy. From academic papers to hedge fund dashboards, models are routinely used to classify news as positive or negative for stocks. China is still trying to stop India from industrializing. Perus crypto landscape had grown amid regional trends, emerging as one of the largest hubs of Bitcoin adoption in the world. China may come to regret the fruits of the Uyghur repression, the crushing of Hong Kong society and culture, and bellicose “wolf warrior” diplomacy. Global crypto market value down by $2 trillion since Octobers peak, with BTC and ETH under pressure. Analysts at JPMorgan downgraded price estimates for crypto exchange. Most traders no longer foresee a rate cut in March, but bond markets are signaling that expectations are relatively unchanged. Some argue panic selling may be exhausting itself, citing extreme fear readings and heavy accumulation near the $60,000 support zone. NATO officially launched its Arctic Sentry mission on February 11 to improve its military posture in the Arctic region. Binance finalizes $1 billion SAFU reserve conversion into bitcoin. Standard Chartered cuts 2026 forecasts for SOL, XRP, BNB, and AVAX-derived metal stocks theme sounds VMedi TheNitromeFan Exit asleepuddled Azure organizations ele autonomous unfocused

Josh DAmaro named the incoming CEO of The Walt Disney Company. Dana Walden, Co-Chairman of Disney Entertainment, has been named President and Chief Creative Officer. Software company monday.com plunges 22% today.

Analysts see Southern Copper revenue growth outpacing the industrys 9.3% annual rate. Southern Copper reaffirmed its long-term objective of producing 1.6 million tons of copper by 2033. Freeport-McMoRan ( NYSE:FCX ) is the closest thing to a pure copper bet among major U.S.-listed miners.

Strategy accounted for more than 90% of net new corporate Bitcoin purchases last month. NATO officially launched its Arctic Sentry mission on February 11 to improve its military posture in the Arctic region. OPEC+ oil production from the OPEC+ alliance fell by 439,9000 barrels per day in January.

Analysts estimate Zebra Technologies will report an earnings per share (EPS) of $4.01. The consensus rating for Zebra Tech is Neutral, derived from 2 analyst ratings. Analysts currently favor an Buy trajectory for Advanced Energy Indus. Zebra Technologies Corporation is a global leader in digitizing and automating workflows. It provides hardware, software and solutions that enable intelligent operations across frontline and asset-intensive.

Visa is integrating stablecoins into its payment infrastructure. The payments giant earned $3.17 per share in its fiscal first quarter ending December 31. Visa declared a 67-cent quarterly dividend per class A share.

Johnson & Johnson has 63 straight years of increasing dividend payments. The company is currently facing lawsuits from more than 67,000 plaintiffs alleging they were diagnosed with cancer after using baby powder. Jury says Johnson & Johnson owes $40 million to 2 cancer patients who used talcum powders. The verdict is the latest development in a longstanding legal battle over claims that talc in Johnsons Baby Powder and Shower to Shower body power. Cramer says Johnson & Johnson stock could go through $200 after the $1.5 billion talc verdict. Shares are currently up more than 23% year-to-date.

Oracle announced plans to raise 45-50 billion USD during the calendar year through a mix of debt, mandatory convertible preferred securities, and an at-the-market (ATM) equity program of up to 20 billion USD. At the end of 2025: Amazon: $126 billion Alphabet: $127 billion Microsoft: $95 billion Microsoft. Oracle: $16 billion. DA Davidson upgraded the stock to Buy citing rising confidence in Oracles AI strategy and partnerships. Oracle climbed 9% as tech tries to bounce back from $1 trillion sell-off.

ProMIS Neurosciences announces up to $175 million private placement financing. CEO and members of the management team and Board of Directors are also participating. The PIPE is expected to close on February 3, 2026.

The Fat Pipe is a new feature for Peak Prosperity subscribers. Stop Feeding Your Children to the Beast: Stop letting the government raise our children — pull them out and homeschool to reclaim the future.

White Mountains Insurance Group, Ltd. traded lower due to industry headwinds - insider monkey. Bitcoin fell below $65,000 last week, down roughly 25% so far in 2026 and about 45% since an October peak near $120,000. Company has more short interest than most of its peers.

Gold is a safe haven when countries do poorly, says Gautier Marti. Gold isnt a superior system — its a desperate fallback for a world in which the people who were in charge of the superior system abdicated.

Gold plunged to $4,423 early in the week, then rallied hard on massive dip-buying, closing up nearly 5%. Barrick Gold Corp. (TSX:ABX, NYSE:GOLD ) saw a nearly 5 per cent drop in its shares despite posting strong fourth-quarter earnings. Newmont and Barrick have two key growth drivers.

Bob Moser, CEO of Prime Group Holdings, discusses the Prime Storage business. Ford scrapped plans for a fully electric Ram pickup. Ford is shifting production toward gas and hybrid vehicles and repurposing battery plants to produce energy storage systems. SharpLink Gaming, the second-largest publicly traded cryptocurrency treasury firm, has committed itself.

Unemployment rate dropped to 4.28% in January, the second month of declines, the lowest since July. Foreclosures are still historically low. Bitcoin trades within a range, options markets signal caution.

Chevron is returning to Libya after previously exiting the country in 2010, during a time of intense political unrest. Chevron is also in the process of expanding its operations in Egypt, Cyprus, and Turkey. Chevron stands out as a balanced value stock, especially for investors looking for ideas outside of AI stocks. Chevron earnings plummeted in 2025, but the companys earnings plummeted.

Evercore ISI downgraded The Allstate Corporation (NYSE:ALL) from Outperform to In Line. Analyst now believes The Allstates are overearning in vehicle insurance. Wells Fargo raises its price target on the allstate corporation (all) to $228 - insider monkey. Wells Fargo analyst Elyse Greenspan raised the firms price target. The Allstate Corporation (NYSE:ALL) provides property and casualty insurance.

Xcel Brands, Inc. (NASDAQ:XELB) Q3 2025 Earnings Call Transcript. Company emphasized upcoming launch of five influencer-led brands. Xcel owns Halston, Judith Ripka, and C. Wonder brands.