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Fuel Shock From Iran Conflict Hits United as TD Cowen Cuts Target to $128

CEO Scott Kirby has warned the conflict could materially dent first-quarter results.

AI Buildout Consolidates as Oracle Raises Outlook and Palantir–Nvidia Launch Sovereign Data‑Center Stack

JPMorgan Joins Wave of Upgrades on Newmont as Street Lifts Targets After Record 2025

Oppenheimer Upgrade Lifts Oracle as It Advances $45–$50 Billion 2026 Funding Drive

Lucid Slashes 12% of U.S. Salaried Staff in Profit Push Ahead of Earnings

AppLovin Moves to Build Its Own Social Network After TikTok Bid Fell Through

Celestica Raises 2026 Outlook to $17 Billion on AI Demand as Analysts Lift Targets

Roku Swings to Q4 Profit, Projects $5.5 Billion in 2026 Revenue

Broadcom Draws Fresh Buy Calls on AI Momentum After Wi‑Fi 8 Debuts

Morgan Stanley Reaffirms NIO Overweight on 40%–50% Two‑Year Delivery Growth Outlook

Analysts Raise Palantir Targets After 17% Slide, Citing AIP Momentum

Zoom’s Quiet Anthropic Bet Pegged at $2–$4 Billion, Shares Jump 11%

Micron Rides HBM Shortage to Fresh Highs as 2026 Capacity Sells Out

Intel Slumps on Weak Q1 Outlook as Supply Constraints Cap AI Server Sales

U.S. AI-Chip Tariffs Take Effect as Intel Rallies and Nvidia’s Lead Draws Fresh Endorsements

Wall Street Turns More Bullish on AI Infrastructure as Upgrades Sweep Nvidia, Dell, AMD and Intel

Micron Breaks Ground on New York Megafab, Moves to Buy Taiwan Plant as AI Memory Demand Sends Shares to Record

Boston Scientific to Acquire Penumbra for $14.5 Billion

AI-Fueled Memory Squeeze Triggers Steep Q1 Price Hikes and Windfall Profits

Cholamandalam Rebuts Cobrapost Claims, Moves to Engage Regulators