Five years after the GameStop mania, retail investors have become a force Wall Street can’t ignore

“Retail investors are difference-makers. They can move markets with size and conviction,” said Tom Lee, head of research at Fundstrat.
Tech’s massive AI spend is under scrutiny ahead of earnings. Here’s what to watch

The fourth-quarter earnings season will give the megacaps an opportunity to lay out their 2026 spending visions and, in some cases, defend those plans.
UnitedHealth posts modest earnings beat, soft revenue guidance as insurer plots turnaround

UnitedHealth expects 2026 revenue to come in greater than $439 billion, which is a 2% year-over-year decline that reflects “right-sizing across the enterprise.”
All eyes are on Trump’s reaction to the ‘mother of all deals’ between India and the EU

The trade deal is being widely seen as a strategic hedge against volatile U.S. trade policies.
TikTok blames data center outages for U.S. app problems, denies censorship claims

TikTok is pointing to the fallout of power outages at one of its data centers to explain recent reports of censorship and glitches impacting users.
General Motors is set to report earnings before the bell. Here’s what Wall Street expects amid major electric vehicle write-downs

GM plans to record $7.1 billion in special charges for the fourth quarter of 2025 related to its pullback in electric vehicles and restructuring in China.
The ‘middle powers’ are having a moment, but can they stand up to Trump?

Some are looking to the world’s “middle powers” as a possible bulwark against increasing unilateralism among global superpowers.
Puma shares surge 20% after Anta Sports buys stake for $1.8 billion

Shares of Puma surged after China’s Anta Sports said it would acquire a 29% stake in the German sportswear company for 1.5 billion euros.
Big Tech’s AI data center push is spawning a new heat economy

AI’s energy problem may also be its solution, as cities are increasingly exploring opportunities to repurpose excess heat from data centers.
European markets set to open higher as earnings come into focus

European stocks are expected to open higher Tuesday, as a busy earnings week gathers pace.