TSMC's January Revenue Surges 37% on Booming AI Chip Demand
TSMC reports strong 37% revenue growth in January 2026, exceeding annual targets as AI chip demand drives record capital spending and potential US tariff exemptions.
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BP Halts Share Buybacks, Takes $4B Green Energy Writedown
BP suspends buybacks to strengthen balance sheet amid struggling renewables, $22B debt, and falling oil prices. Shares drop 5% as company shifts focus.
Morgan Stanley Restarts Qualcomm Coverage With Cautious Outlook
Morgan Stanley resumes coverage of Qualcomm with an Underweight rating, citing optimized earnings and memory shortages that could pressure Android phone demand in 2026.
Jefferies Upgrades Vistra to Buy After Stock Pullback
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Citi Downgrades Under Armour to Sell Amid Growth Concerns
Citi lowers Under Armour to Sell rating, citing competition, weak direct-to-consumer traffic, and challenges in North America and international markets.
Shopify Upgraded to Buy as Analysts See Strong AI-Driven Growth Potential
Analysts upgrade Shopify to Buy, citing attractive entry point after selloff and long-term growth driven by AI-powered commerce trends.