Wall Street Turns Bullish on ASML, TSMC, and Arista Networks
Major investment banks upgrade ASML, TSMC, and Arista Networks, citing AI growth, a coming memory chip super cycle, and stronger enterprise spending through 2026 and 2027.
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Trump's Venezuela Move Sends US Oil Stocks Soaring
US oil company shares jumped after Trump announced plans to control Venezuela's oil. Chevron, Exxon, and ConocoPhillips lead gains as access to world's largest reserves opens up.
Northland Names Serve Robotics a Top Pick for 2026
Northland highlights Serve Robotics as a top 2026 investment, citing breakthroughs in virtual driver tech and potential 150% upside.
TSMC Gets U.S. Approval to Keep China Factory Running
Taiwan's TSMC receives annual U.S. license to import chip equipment to China facility, ensuring continued operations at Nanjing plant making older-generation semiconductors.
Tesla Sales Drop 8.6% as BYD Takes Global EV Lead
Tesla's 2025 vehicle deliveries fell to 1.64M units, losing ground to BYD's 2.26M EVs. Fourth-quarter sales dropped 16% amid tax credit loss and rising competition.
Rivian's 2025 EV Deliveries Drop 18% Amid Slowing Demand for Premium Electric Vehicles
Rivian delivered 42,247 EVs in 2025, down 18% year-over-year, missing analyst expectations as the company prepares to launch its affordable R2 SUV in 2026.