Could artificial intelligence be a software killer? Wall Street has been debating this question for over a year, and Anthropic's latest product launch just added more fuel to the fire.

Infosys Limited delivered modest revenue growth, with Q3 revenues up 0.6% sequentially and 1.7% year-on-year in constant currency. INFY's operating margins held up despite regulatory labor cost pressures, aided by automation, pricing, and currency tailwinds. Large deal wins, especially in AI, drove growth, but client budget timing and discretionary project volatility remain risks.

Bill Baruch, Founder & President Blue Line Capital, joins CNBC's “Halftime Report” to detail his latest portfolio moves. The Committee shares their energy strategy.

Lamar Advertising recently provided a solid Q3 report and very favorable outlook causing the stock to rally. In WESCO International we initiated a new position during the quarter. Builders FirstSource has been a consolidator of smaller regional lumberyards over time and made a push towards increasing value-add building products such as pre-assembled trusses to save builders time and labor on the job site.

Nasdaq surges toward all-time high as TSM earnings ignite chip stock rally. Trump eases Iran concerns, lifting major uncertainty weighing on US indices.

The Investment Committee give you their top stocks to watch for the second half.

Insteel Industries Inc. (IIIN) Q1 2026 Earnings Call Transcript

BENTON HARBOR, Mich., Jan. 15, 2026 /PRNewswire/ -- In an opinion piece published in the The Plain Dealer (Cleveland, Ohio) newspaper, the mayors of Clyde and Marion, Ohio, celebrated Whirlpool Corporation's enduring commitment to American manufacturing.

O reinforces its income appeal with a 667th straight monthly dividend, high occupancy and disciplined global expansion to support steady payouts.

Restaurant Brands boosts growth with strong Tim Hortons and Burger King sales, menu innovation, remodels and rising EPS estimates despite inflation headwinds.

RF Industries' stock jumps more than 21% in the premarket trading after Q4 earnings surpass estimates, with revenues rising 23% year over year and margins expanding sharply.

Brian Armstrong, Coinbase CEO, joins 'Halftime Report' to discuss the latest crypto deal to work its way through Congress.

CleanSpark stock rose +6% to $13 on January 14, following reports of a significant land acquisition in Texas for an AI data center, along with a timely analyst upgrade. The action was bold, paired with a considerable rise in trading volume.

UnitedHealth‘s stock has significantly lagged behind competitors like CVS and Centene over the previous year. A detailed examination indicates strong profitability, with an LTM Operating Margin of 6%, combined with a moderate valuation, as reflected by a PE of 17.2 in contrast to CVS's 218.3.

SAN FRANCISCO, Jan. 15, 2026 (GLOBE NEWSWIRE) -- A securities class action lawsuit, filed in the wake of an announcement by F5, Inc. (NASDAQ: FFIV) that it experienced a “material cybersecurity incident,” which it discovered on August 9, 2025, seeks to represent investors who purchased F5 securities between October 28, 2024 and October 27, 2025. The lawsuit follows F5's October 15 and 27, 2025 disclosures about the incident and its adverse financial impact on expected 2026 revenues.

BlackRock pulled in $342 billion of total client cash in the fourth quarter, pushing the firm to a record $14 trillion of assets as it integrates a string of recent acquisitions to become a force in private markets. Sridhar Natarajan has more on "Bloomberg Markets.

Rio Tinto posts strong Q3 iron ore growth with record Gudai-Darri output and improved Pilbara efficiency.

STZ faces a slowing U.S. beer market, but brand strength, pricing discipline and retail execution are helping it outperform peers and gain share.

– Norwegian Aura™ Now Available to Book with First Voyages Setting Sail in May 2027 – – NCL's Next Cutting-Edge Ship Will Homeport in Miami, Offering Seven-Day Caribbean Sailings with Calls to Great Stirrup Cay, the Brand's Newly Enhanced Private Island in the Bahamas – – Ocean Heights™, an Open-Air Activities Complex, to Debut as the Hallmark Onboard Attraction Curated for Multi-Generational Families with the Most Slides of any NCL Ship, Thrilling Ropes Course, Overhanging Cabanas and More – – Additional images available for media download here – MIAMI, Jan. 15, 2026 /PRNewswire/ -- Norwegian Cruise Line (NCL), the innovator …

Revenues were up across the board of the leading financial firms, with trading, banking and lending all busy.