Salesforce has been battered in 2026. Bank of America sees more losses ahead
The bank reinstated coverage of the software name with an underperform rating.
Meta layoffs starting this week stress harsh AI reality inside Zuckerberg’s company
Meta is starting layoffs this week, with 8,000 jobs expected to be cut, as employees brace for a new era of AI.
This chip stock could be a big winner with rise of agentic AI, Bernstein says
The investment firm initiated coverage of the chip name with an outperform rating.
NextEra Energy and Dominion to merge, combining two key players in the race to power AI data centers
Dominion powers the world’s largest data center market in Northern Virginia. NextEra is the biggest renewable energy developer in the U.S.
Nvidia reports earnings this week. Morgan Stanley is getting more bullish on the chipmaker
The investment bank has an overweight rating on the semiconductor name.
Trump says he should’ve asked for ‘more’ of Intel when negotiating stake with CEO
The chipmaker’s stock has soared since the U.S. equity deal in August gave the government 9.9% of the company.
Berkshire has revamped its portfolio — here’s how the new stocks are trading
Berkshire Hathaway took a $2.6 billion stake in Delta Airlines and increased its shares in Alphabet by 224%.
Lululemon takes battle with Chip Wilson public, calls founder ‘misguided’ and ‘outdated’
Lululemon responded publicly to founder Chip Wilson’s campaign in a letter to shareholders, where it urged them to vote in its favor at its annual meeting.
Citi Wealth warns markets may be ‘uncomfortably strong’ amid mounting geopolitical, inflation risks
Global markets may be due for a period of consolidation after a sharp rally in equities, said Citi Wealth’s chief investment officer Kate Moore.
How Elon Musk and Sam Altman went from besties to bitter rivals
In the 11 years since Elon Musk and Sam Altman helped start OpenAI, their once tight bond has unwound, leaving the two billionaires fighting it out in court.