Artificial intelligence and selective consumer trends are quietly reshaping ETFs in 2026, but not all sectors are moving in lockstep.

JPMorgan Chase & Co. is a Buy, benefiting from lower interest rates and strong net interest income growth. JPM's net interest income reached a record $25 billion, supported by loan growth of 4.1% in Q4 and 11% year-over-year. Loan to deposit ratio rose to 57%, still below industry benchmarks, while external financing declined, easing prior concerns.

Aurora (AUR) is upgraded to Buy with a $5.8 price target, reflecting 22% upside amid early commercialization momentum. AUR has robust $1.25B liquidity, and a narrowing net loss, supporting a 15+ month runway. Key 2026 catalysts include second-generation hardware (50% cost reduction) and the Detmar Logistics contract, validating scalability and technology maturity.

BridgeBio Oncology Therapeutics, Inc. (BBOT) Discusses Clinical Data Updates for BBO-8520, BBO-11818, and BBO-10203 Transcript

Sify Technologies Limited (SIFY) Q3 2026 Earnings Call Transcript

SSRM is pushing ahead at Hod Maden, investing heavily in engineering and site work as the gold-copper project nears updated mine plans.

AEO lifts Q4 outlook as robust holiday demand drives high-single-digit comps growth and stronger margins despite tariff pressures.

DOV's Hillphoenix launched AdvansorUltra, an industrial CO2 rack, boosting its push into the fast-growing refrigeration market.

Tariff costs test PG's plan for upto 4% organic sales growth, as pricing limits and slower consumption tighten execution risks.

BABA's cash flow is under strain as AI, cloud and quick commerce spending outpace monetization, widening the gap between revenue growth and cash generation.

UAA's performance turnaround contrasts with LULU's premium scale and margin pressures, setting up a clear growth and valuation divergence.

Advanced Micro Devices ( NASDAQ:AMD ) stock climbed 78% in 2025, driven by growing adoption of its artificial intelligence (AI) accelerators and expectations for next-generation products.

Urban Outfitters shares sink 12% after holiday sales rise 9%, as solid Retail, Subscription and Wholesale gains fail to meet expectations.

Ramping up oil production in Venezuela after years of industry neglect will take time and bring only limited short-term gains, the chief energy economist at the International Energy Agency said on Tuesday.

AstraZeneca has agreed to buy Boston-based Modella AI, the companies said on Tuesday, as the drug industry increases its use of artificial intelligence to accelerate the discovery of new drugs.

Capital Southwest stands out among BDCs for its remarkably stable book value, with less than a 0.5% decline over the past year. CSWC offers an attractive 11% dividend yield, underpinned by a low 1.0% non-accrual rate and 99% allocation to senior secured debt. Recent results show 4% sequential growth in pre-tax net investment income and a slight increase in book value per share.

Emil Michael, the Under Secretary of Research and Engineering and the Pentagon's CTO talks to Morgan Brennan about his department's new AI strategy and the government's new $1 billion investment in L3Harris Technologies' growing rocket motor business.

The price of silver is heading towards the psychologically important $90.00 level.

Strong holiday demand lifts confidence as LULU guides Q4 revenues and EPS to the high end, offsetting U.S. softness with international strength.

GS's Q4 results will likely reflect rising revenues but EPS is projected to dip amid higher expenses.