Home Depot Warns of Slow Growth as Housing Market Remains Weak
Home Depot issues cautious 2026 guidance with flat-to-2% comparable sales growth, citing weak housing market and high interest rates dampening consumer spending.
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China to Restrict Access to Nvidia H200 Chips Despite Trump Export Approval
Beijing plans limited access to Nvidia's H200 AI chips through approval process, prioritizing domestic semiconductor self-sufficiency despite Trump allowing exports with 25% US fee.
Goldman Adjusts Cruise Stock Ratings: NCLH Downgraded, Viking Upgraded
Goldman Sachs downgrades Norwegian Cruise Line and upgrades Viking Holdings, citing Caribbean supply issues for NCLH and stronger pricing power and diversified exposure for Viking.
Toll Brothers Q4 Earnings: Revenue Up But Cautious 2026 Outlook Sends Shares Lower
Toll Brothers (TOL) reports mixed Q4 results with revenue beating estimates but lower fiscal 2026 delivery guidance amid soft housing demand and market uncertainty.
Wolfe Research Downgrades Vertiv on Valuation Concerns
Wolfe Research downgraded Vertiv to Peer Perform due to valuation concerns after a major multi-year rally, though the firm still sees strong long-term positioning in the data-center market.
Google Prepares Two New AI Smart Glasses for 2026
Google is developing two categories of AI-powered smart glasses—one with displays and one audio-focused—set to compete with Meta, Snap, and Apple in 2026.