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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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.
Sable Offshore Nears Oil Restart After Court Decision
Sable Offshore (SOC) shares jump 18% after a federal court allows progress toward restarting its Santa Ynez oil operations, despite ongoing legal challenges.