‘HALO’ is the trade in vogue on Wall Street right now. Here are Goldman’s favorite stocks

These stocks are asset-heavy, which may make them more insulated from risks that emerge in an AI economy, the firm says.
Okta beats fourth-quarter estimates, but issues weak guidance

Okta’s stock has dropped by a third since the start of this year as investors fret over AI replacing cybersecurity
Epstein files: House committee subpoenas Attorney General Pam Bondi

Attorney General Pam Bondi “claims the DOJ has released all of the Epstein files. The record is clear: they have not,” Rep. Nancy Mace said in a post on X.
Tech industry group expresses ‘concern’ to Pete Hegseth over supply chain risk label

The Information Technology Industry Council’s letter doesn’t name Anthropic, but lands days after the AI company was designated a supply chain risk.
The U.S. is not the place to be for investors in 2026 so far. Where they are turning to for gains

International stocks remain compelling for investors even amid heightened fears from the U.S.-Iran conflict this week.
Broadcom set to report earnings after the bell

Broadcom, which contributes to Google’s Tensor Processing Units, called for artificial intelligence revenue to double in the February quarter.
Broadcom earnings are out after market close. What top analysts are expecting

Analysts from firms including Morgan Stanley, UBS and JPMorgan are notably bullish on Broadcom’s TPU business.
Trump officially nominates Kevin Warsh as Fed chair to replace Jerome Powell

Sen. Thom Tillis has said he would block Kevin Warsh’s nomination until a federal criminal investigation of Fed Chair Jerome Powell is dropped
Nvidia CEO Huang says $30 billion OpenAI investment ‘might be the last’

Huang also mentioned that Nvidia’s $10 billion investment in OpenAI rival Anthropic would likely be its last.
Rep. Tony Gonzales will face House ethics panel probe over ‘sexual misconduct’ claim

Texas Republican Rep. Tony Gonzales has come under fire for allegedly having a romantic relationship with a staffer who died by suicide last year