TSMC Profit Surge Fuels AI Optimism and Market Rebound
US stock futures rose Thursday as TSMC's strong Q4 results boosted AI hopes. Oil and silver prices fell amid geopolitical developments. Investors await major bank earnings.
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Latest reporting and analysis by Judge Schmidt.
US stock futures rose Thursday as TSMC's strong Q4 results boosted AI hopes. Oil and silver prices fell amid geopolitical developments. Investors await major bank earnings.
December's core CPI held at 2.6%, matching the previous three months. Fed officials Williams and Musalem suggest rates are near neutral, indicating a pause in cuts is likely at the upcoming meeting.
Piper Sandler lowered ConocoPhillips' price target to $109 but kept an Overweight rating. The firm may benefit from recent U.S. actions in Venezuela regarding $12 billion in arbitration awards.
Amazon's stock surged over 10% last week, with its RSI hitting 70, an overbought level. Analysts view this as a bullish sign, reinforced by steady accumulation and upcoming January earnings.
CrowdStrike acquires Seraphic Security for $420 million, following last week's $740 million purchase of SGNL, as CEO George Kurtz discusses strategy in an exclusive interview.
US stocks fell Wednesday as investors weighed bank earnings and economic data while monitoring potential US action against Iran. Tech stocks led declines, and precious metals hit record highs.
A new survey shows financial advisors are allocating to crypto at the highest levels ever, with 32% reporting client allocations and 56% personally owning digital assets.
Oakmark Select Fund reported an 8.42% return for Q4 2025, beating the S&P 500. The fund highlighted Paycom Software as a top detractor but maintained confidence in its long-term growth.
CarGurus CEO Jason Trevisan detailed the company's pivot to dealer-focused software and AI products at a recent conference, highlighting new tools and a strategic move away from wholesale transactions.