US stocks rose on Friday, the first trading day of 2026, as technology shares extended their momentum from last year's artificial intelligence-driven rally and investors entered the new year with a br... ...

Coinbase stock price has crashed by nearly 50% from its highest level in 2025, erasing billions of dollars in value. Its market cap has dropped from over $90 billion to ~$70 billion today. ...

Core Viewpoint - Boeing's stock price has experienced a significant recovery, rising from a low of $176 in November to $217 currently, marking a notable rebound in investor confidence [1] Price Performance - The stock has surged approximately 68% from its lowest point in April, indicating a strong upward trend in its market performance [1] Analyst Expectations - Analysts from JPMorgan are optimistic about Boeing's future trajectory, suggesting continued positive momentum for the stock [1]

Core Insights - The US economy concluded 2025 in a healthier state than most forecasts had anticipated [1] - Economic growth accelerated towards the end of the year [1] - Inflation rates decreased from their peak levels [1] - Financial markets performed robustly, with the S&P 500 index increasing by 16% [1]

Core Insights - Tesla experienced a significant decline in new car registrations in several key European markets in December, highlighting the company's increasing challenges in the region despite achieving record sales in Norway [1] Group 1 - New car registrations for Tesla fell sharply in key European markets [1] - The decline in registrations indicates mounting challenges for Tesla in Europe [1] - Tesla posted record sales in Norway, contrasting with the overall decline in other markets [1]

Core Viewpoint - Gold prices have rebounded in key Asian markets, trading at a premium in India and China for the first time in approximately two months, following a recent price correction from all-time highs [1] Group 1: Market Performance - Gold prices are experiencing a bounce-back in key Asian markets, indicating a recovery trend [1] - The premium pricing in India and China suggests increased demand and market confidence [1] Group 2: Price Correction - The recent price correction from all-time highs has contributed to the current market dynamics, allowing for a potential buying opportunity [1]

Core Viewpoint - Alibaba's stock price has been in a bear market, experiencing a decline of approximately 20% from its peak in 2025 [1] Price Movement - The stock price fell to a low of $146 in December [1] - A rebound occurred, with the stock price rising to $152 in pre-market trading [1]

Core Insights - BYD, a Chinese electric vehicle maker, is experiencing a significant slowdown in sales growth in 2025 due to intensified competition in its domestic market, despite being on track to surpass Tesla as the world's largest EV manufacturer [1] Company Summary - BYD's sales growth has markedly slowed in 2025, indicating challenges in maintaining its growth trajectory amid increasing competition [1] - The company remains focused on its goal to overtake Tesla, highlighting its ambition and competitive positioning in the global EV market [1] Industry Summary - The electric vehicle market in China is becoming increasingly competitive, which is impacting the sales performance of leading manufacturers like BYD [1] - The competition dynamics in the EV sector are evolving, suggesting that companies will need to adapt their strategies to sustain growth and market leadership [1]

Core Insights - Baidu's stock price surged in Hong Kong, reaching its highest level since 2024, indicating strong market performance and investor confidence [1] - The stock jumped to a peak of H$143.4, reflecting a significant increase of over 93% from its lowest point in 2025, showcasing a remarkable recovery [1]

Core Viewpoint - Analysts believe Microsoft could achieve a $5 trillion market valuation by early 2026, driven by AI monetization, enterprise cloud dominance, and expanding operating margins [1] Group 1: Market Valuation and Growth Potential - Microsoft is currently valued at approximately $3.59 trillion and would require a 41% appreciation to reach the $5 trillion milestone [1] - To achieve this valuation, Microsoft needs to grow revenue to around $392 billion by 2026, with a target of 20% revenue growth, exceeding consensus estimates of 15-16% [7] Group 2: Azure and AI Integration - The growth of Azure cloud services is critical, with revenue surging 40% year-over-year in the fiscal first quarter of 2026 [3] - Demand for Azure infrastructure is exceeding supply, leading to a doubling of data center capacity [4] - Microsoft's commercial remaining performance obligations increased by 51% year-over-year to $392 billion, indicating strong future business visibility [5] Group 3: Strategic Partnerships and Commitments - Commercial bookings nearly doubled, driven by Azure commitments, including a partnership extension with OpenAI through 2030 and an additional $250 billion in committed Azure spend from OpenAI [6] Group 4: Analyst Projections and Market Sentiment - Wedbush's Dan Ives projects a $5 trillion valuation by 2026, while Wells Fargo's Michael Turrin sets a price target of $700 per share, implying a $5.1 trillion valuation [8] - 98% of surveyed analysts rate Microsoft a Strong Buy, with average price targets between $600 and $650, suggesting a potential appreciation of 23% to 33% from current levels [8]