Barclays Turns Bullish on Dell as AI Server Demand Grows
Barclays upgrades Dell Technologies to Overweight, citing strong AI server orders, disciplined spending, and potential upside to earnings estimates.
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Wells Fargo Favors DraftKings Over Flutter in 2026 Digital Gaming Outlook
Wells Fargo upgrades DraftKings and downgrades Flutter, highlighting stronger near-term upside for DKNG and solid long-term growth in digital gaming.
TSMC's $56 Billion Bet: Chip Giant Goes All-In on AI Future
TSMC announces massive $56B spending plan for 2026, signaling confidence in AI boom. Strong earnings and expansion plans boost tech sector optimism.
Oracle Faces Lawsuit Over Alleged Bond Sale Disclosure Failures
Bondholders sue Oracle for $18B debt sale, claiming the company failed to disclose plans for additional $38B in loans needed for AI infrastructure expansion.
Tesla Ditches One-Time FSD Purchase, Goes Subscription-Only
Tesla ends lifetime Full Self-Driving purchases after Feb 14, 2026, switching to subscription-only model as vehicle sales slow and recurring revenue becomes priority.
Citigroup Q4 2025: Profits Dip Despite Strong Banking Growth
Citigroup's (C) Q4 2025 profit fell 13% due to Russia exit loss, but investment banking fees surged 35% and adjusted earnings beat estimates as CEO Fraser's turnaround gains traction.