How Should Investors Approach FDX Stock in the New Year? — Negative
FDX Zacks Investment Research — January 02, 2026FDX rises 2.7% in 2025 on cost cuts and earnings beats, but headwinds and a freight spinoff raise caution for 2026.
AXSM Up on FDA Priority Review to AXS-05 sNDA in Alzheimer's Agitation — Positive
AXSM Zacks Investment Research — January 02, 2026Axsome stock jumps as the FDA grants priority review to sNDA for AXS-05 in Alzheimer's agitation, with a decision expected April 30, 2026.
BigBear.ai (BBAI) stock has dropped by 23.1% in under a month, from $7.02 on December 4, 2025 to $5.40 today. What lies ahead?
2 Chinese EV Makers Pop After Surpassing Delivery Estimates — Positive
LI NIO Schaeffers Research — January 02, 2026China-based EV giants Li Auto Inc (NASDAQ:LI) and Nio Inc (NYSE:NIO) are both in the spotlight after surpassing fourth-quarter delivery estimates due to strong December sales.
Ned Davis Research's Matt Bauer on whether the rally in silver is showing signs of a bubble — Neutral
SIL SILJ SIVR SLV SLVP CNBC Television — January 02, 2026Matt Bauer, commodity strategist at Ned Davis Research, joins ‘Squawk on the Street' to discuss whether there are signs of a potential silver bubble, and more.
Markel Group: Unboxing Markel Ventures Confirms Investment Skill — Positive
MKL Seeking Alpha — January 02, 2026Markel Group (MKL) earns a 'Strong Buy' rating, driven by attractive valuation, improved disclosures, and robust capital allocation discipline. MKL's new segment reporting enhances transparency, allowing investors to track insurance ROE and segment-level returns on capital, mirroring some of Berkshire Hathaway's best practices. Insurance segment ROE averaged 12%, while Industrial, Consumer & Other, and Financial segments posted strong tangible capital returns of 25%, 22%, and 58%, respectively.
Chip stocks rally to start 2026 after third-straight winning year — Positive
AMD NVDA SMH CNBC — January 02, 2026Chipmaking stocks rallied to kick off 2026, led by ASML, Intel and Micron Technology. The sector had a strong 2025 with the ongoing AI buildout as hyperscalers spent big to meet massive datacenter demand.
Furniture stocks rise as Trump delays tariff increase — Positive
W RH WSM Proactive Investors — January 02, 2026Shares of several furniture retailers surged on Friday morning after the Trump administration delayed a planned increase in tariffs on certain imported goods. The higher duties had been scheduled to take effect on Thursday, but President Donald Trump on Wednesday announced a year-long pause on increased levies for upholstered furniture, kitchen cabinets, and vanities.
NIO, XPeng & Li Auto Report December & Fourth-Quarter Delivery Results — Positive
LI NIO XPEV Zacks Investment Research — January 02, 2026NIO, XPeng and Li Auto report December and Q4 delivery results, showing record growth for NIO, surging annual gains at XPeng, and softer trends for Li Auto.
Here's Why You Should Retain Carpenter Technology Stock for Now — Positive
CRS Zacks Investment Research — January 02, 2026CRS rides strong Aerospace and Defense demand, robust bookings and backlog, with management eyeing $660-$700M fiscal 2026 operating income.
Cogent Biosciences Stock Soared in 2025. Four Executives Sold Shares on the Same Day. — Neutral
COGT Barrons — January 02, 2026The biotech's chief legal and financial officers were among four executives who sold shares on the same day.
Tesla reports 418,227 deliveries for the fourth quarter, down 16% — Negative
TSLA CNBC Television — January 02, 2026Tesla posted its fourth-quarter 2025 vehicle production and deliveries report on Friday, marking a second annual decline for Elon Musk's automaker. Deliveries for Q4 2025 were about 16% lower than the fourth quarter of 2024, when Musk's EV company reported 495,570.
Helen of Troy Q3 Earnings on Deck: Key Factors You Should Understand — Negative
HELE Zacks Investment Research — January 02, 2026HELE's third-quarter results are likely to reflect weak demand and tariff-driven cost pressures, with some support from Leadership Brands and Project Pegasus.
Topgolf Traffic Surges: Does Its Value Strategy Have Staying Power? — Positive
MODG Zacks Investment Research — January 02, 2026MODG sees Topgolf traffic jump on value pricing, lifting same-venue sales while margins hold, hinting the strategy may be more than a short-term fix.
Apple slashes Vision Pro headset production, marketing over weak sales: report — Negative
AAPL New York Post — January 02, 2026Apple has reportedly slashed production and marketing for its much-hyped Vision Pro virtual reality headset due to weak sales.
KLAR Investors Have Opportunity to Lead Klarna Group plc Securities Fraud Lawsuit with the Schall Law Firm — Neutral
KLAR GlobeNewsWire — January 02, 2026LOS ANGELES, Jan. 02, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm , a national shareholder rights litigation firm, announces the filing of a class action lawsuit against Klarna Group plc (“Klarna” or “the Company”) (NYSE: KLAR) for violations of the federal securities laws. Investors who purchased the Company's securities pursuant and/or traceable to the Company's Offering Documents issued in connection with its initial public offering (“IPO”) conducted on September 10, 2025 are encouraged to contact the firm before February 20, 2026.
IREN: Building Its True Moat For Long-Term Value Creation — Positive
IREN Seeking Alpha — January 02, 2026IREN Limited transforms from Bitcoin miner to leading vertically integrated AI-infrastructure operator, securing ~3 GW of low-cost, grid-connected power across North America. IREN's early acquisition of land, power, and interconnection establishes a formidable moat, enabling rapid AI data center expansion while competitors face multi-year delays. The $9.7B, 5-year Microsoft contract—with $1.9B upfront—validates IREN's infrastructure, driving projected ~85% project margins and de-risking capital outlay.
Fair Isaac (FICO) is actively pursuing its core scoring business and transitioning to the FICO Platform, powered by strong demand and advancements in AI. However, as investors consider the sustainability of earnings in an increasingly unpredictable macroeconomic environment, it's important to ask: how resilient could FICO be in the face of potential market changes?
Can Atlas Momentum Sustain MDB's Subscription Growth Trend in 2026? — Positive
MDB Zacks Investment Research — January 02, 2026MDB's Atlas is positioned to sustain subscription growth as enterprises scale cloud databases and move AI workloads into production.
Enterprise Products Well-Positioned to Withstand Inflation Pressures — Neutral
EPD Zacks Investment Research — January 02, 2026EPD secures predictable cash flow from inflation-protected contracts and projects like Athena and Mentone West 2, which will likely be operational by 2026-end.