Core Insights - Aurora Innovation's shares surged over 35% following the announcement of a partnership with Nvidia and Continental to develop self-driving trucks [2][5] - The collaboration aims to create the necessary software and hardware for the operation of driverless trucks, with Continental set to begin manufacturing equipment by 2027 [2][5] - Aurora is in the final stages of validating its Aurora Driver system for road use without a driver, which is expected to be applicable for both passenger vehicles and semi-trucks [3] Company Developments - Aurora's CEO, Chris Urmson, emphasized the significance of deploying thousands of driverless trucks, stating that Nvidia's leadership in accelerated computing will enhance their ecosystem and delivery capabilities [3] - Nvidia also announced separate partnerships with Toyota and Uber for driver assistance and self-driving software, indicating a broader strategy in the autonomous vehicle sector [4][5] - Despite Aurora's stock increase, Nvidia's shares fell approximately 5% on the same day, while Uber's shares remained stable [4]

Key TakeawaysMcDonald's new "McValue" program launches Tuesday, with an extension of the $5 meal deal that started last year and a new "buy one, add one for $1" promotion.The chain launched its value efforts last year after executives said customers tired of inflation had started to pull away from McDonald's.The launch of the new promotion will also come with partnerships with other brands to give customers benefits such as free YouTube TV or subscriptions to Match Group's Tinder. McDonald's (MCD) is launch ...

Group 1 - Nvidia remains in the spotlight following CEO Jensen Huang's technology updates at CES 2025, including next-gen AI gaming chips and a partnership with Toyota [2][10] - The company experienced a significant stock price increase of about 170% over the past year, following a more than three-fold increase in 2023, with shares hitting a record closing high of $149.43 [3][10] - Investors should monitor key price levels, with immediate overhead resistance around $150 and a potential target of $225, which is approximately 50% above the recent closing price [7][8][10] Group 2 - Nvidia shares broke out above the top trendline of a descending channel, indicating bullish momentum, but formed a shooting star candlestick pattern, suggesting a potential reversal [5][10] - Major support levels to observe include $140 and $130, with $140 being a critical level during pullbacks [11][10] - Increasing trading volume is essential for confirming recent buying activity, although current turnover remains below longer-term averages [6]

Industry and Market Trends - Micron Technology (MU) shares led a broad chip rally amid optimism that robust AI demand will continue to drive sector growth this year [2] - Foxconn posted record fourth-quarter revenue driven by booming demand for AI servers, while Microsoft announced plans to invest $80 billion in data centers in fiscal 2025 to power AI technology [2] Company Performance and Positioning - Micron, a memory chip manufacturer, is well positioned to benefit from surging AI infrastructure demand as its silicon is used in the latest AI processors from chipmaking giants like Nvidia and Advanced Micro Devices [3] - Micron shares jumped 10.5% on Monday to close at $99.26, gaining 18% in just three trading sessions this year, outpacing the iShares Semiconductor ETF's (SOXX) 6% return over the same period [3] Technical Analysis and Price Levels - Micron shares have remained rangebound since bottoming out in early August, establishing identifiable support and resistance levels [5] - The stock gapped lower in mid-December but found buying interest near the August and September swing lows, with Monday's rally occurring on the highest trading volume since mid-December, indicating buying conviction [5] - Key overhead areas to watch include the $110 level, near the 200-day moving average and a trendline linking peaks and troughs from March to December, and the $130 level near the April peak [7] - Important support levels to monitor include the $97 level, just 2% below Monday's closing price, and the $85 level near last month's low, aligning with the August and September troughs [8][9] Market Focus and Investor Sentiment - Micron shares could remain in focus on Tuesday after leading a broad chip rally to start the week, with investors watching key overhead areas around $110 and $130, and support levels near $97 and $85 [10]

Tesla Stock Performance - Tesla shares gained ground after a five-day losing streak where the stock lost 18% of its value [2] - The stock hit a record high in mid-December 2024, surging more than 60% for the year, with most gains occurring after the November 5 election [2] - Tesla shares slumped 6% on the first trading session of 2025 due to weaker-than-expected Q4 vehicle deliveries but jumped 8% the following day on record sales in China [3] - Tesla shares closed at $411.05 on Monday, 16% below the all-time high set on December 18 [4] Technical Analysis and Trends - Tesla shares have trended sharply higher since breaking out from an ascending triangle in early November following the U.S. election [5] - The relative strength index (RSI) indicates the stock remains near overbought levels, highlighting bullish price momentum [5] - Bars pattern analysis forecasts a price target of around $745, with the current uptrend potentially lasting until early March [7][9] - Important support levels to watch are $370 and $300, with a close below $370 potentially leading to a revisit of $300 [8][10] Market Context and Catalysts - Tesla's recent performance is influenced by CEO Elon Musk's close ties with President-elect Donald Trump, which has boosted optimism [2] - The company faces intense competition in China, but record sales in the region have boosted confidence in a recovery [3]

Key TakeawaysNvidia shares climbed to close at an all-time high Monday.The gains came after Nvidia supplier Foxconn posted record fourth-quarter revenue.CEO Jensen Huang is also set to deliver the opening keynote at a major consumer electronics show Monday evening. Nvidia (NVDA) shares climbed to close at an all-time high Monday after Taiwan's Foxconn reported record fourth-quarter revenue.  Foxconn, a key supplier for Nvidia, Apple (AAPL), and many other tech giants, posted fiscal fourth-quarter revenue th ...

Core Insights - T-Mobile US shares experienced a decline following downgrades from Wells Fargo and RBC Capital Markets analysts [1][3] - Wells Fargo reduced its rating on T-Mobile from "overweight" to "equal weight" and lowered the price target from $240 to $220, resulting in a 4% drop in stock price to $210.88 [1][2] - RBC Capital Markets downgraded T-Mobile from "outperform" to "sector perform" and cut its price target from $255 to $240 [3] Subscriber and Financial Growth - T-Mobile is expected to continue outperforming competitors in subscriber and financial growth in the coming years, but the growth rate is slowing as the business matures and moves beyond Sprint integration synergies [2] - Analysts indicated that T-Mobile's industry-leading subscriber and EBITDA growth is already reflected in the stock price, making it less attractive compared to peers AT&T and Verizon [2][3]

Company Performance and Stock Movement - Marvell Technology shares rose nearly 2% intraday Monday to $120 22 and have doubled over the past year [3] - The company's current-quarter revenue forecast significantly exceeded Wall Street expectations [2][3] Technological Advancements - Marvell's artificial intelligence (AI) accelerator chips (XPUs) are now better able to increase the performance of AI servers [1][3] - The company's co-packaged optics technology boosts server performance by increasing XPU density from tens of chips within one server rack to hundreds across multiple racks [1][3] - The integrated technology is now available for Marvell's clients, namely cloud hyperscalers, to develop custom XPU designs [1] Financial Outlook - Marvell is on track to exceed its previous expectation that AI network and custom processor chip sales would reach $2 5 billion by fiscal 2026 [2]

Core Insights - Albertsons (ACI) is set to report its fiscal 2024 third-quarter results, marking its first report since the failed merger with Kroger (KR) due to legal challenges [2][5]. Financial Performance - Analysts expect Albertsons to report $18.81 billion in revenue for the quarter, an increase from $18.56 billion last year [4]. - Net income is anticipated to be $318.1 million, or $0.54 per share, down from $361.4 million, or $0.62 per share in the previous year [4]. Analyst Ratings - Among the seven analysts covering Albertsons, three have "buy" ratings and four have "hold" ratings, with an average price target of $23, indicating a potential recovery of the stock, which lost approximately 15% last year [3]. Merger Developments - The merger with Kroger, valued at nearly $25 billion, was blocked by a federal judge based on concerns from the Federal Trade Commission (FTC) regarding competition in the grocery industry [5]. - Following the termination of the merger agreement, both companies have initiated legal disputes against each other, with Albertsons accusing Kroger of failing to address regulatory concerns [6]. Future Plans - Both Albertsons and Kroger have resumed stock buyback programs after pausing them during the merger approval process, with Albertsons' CEO indicating that more details on future plans will be shared during the upcoming earnings call [7].

Core Insights - XPeng and Volkswagen's China unit have entered into a partnership to establish a network of super-fast charging stations in China, aiming to build over 20,000 charging units across 420 cities [1][4]. - The collaboration will leverage both companies' technological strengths in high-power liquid-cooled super-fast charging, enhancing customer benefits [2]. - The agreement also opens the door for potential co-branded charging stations and further strategic collaborations between the two firms [2][4]. Company Performance - Following the announcement of the partnership, XPeng's American depositary receipts (ADRs) initially saw a rise but remained relatively unchanged in subsequent trading, with a decline of over 10% in the past year [3].