Core Viewpoint - GE Aerospace's earnings must exceed mere stock price increases for bullish investors to regain confidence [1] Group 1 - The company is facing pressure to deliver strong earnings results that can sustain investor interest and confidence [1] - There is a need for GE Aerospace to demonstrate consistent performance beyond short-term stock price fluctuations [1] - The current market sentiment indicates that investors are looking for more substantial evidence of growth and profitability [1]

Supreme Court Justice Brett Kavanaugh on Wednesday expressed unease about President Donald Trump's bid to fire Federal Reserve governor Lisa Cook, saying that it would lead to a future where there was a Republican or Democratic central bank depending upon who was in the White House. ...

Analysts are increasingly upbeat about AMD's momentum with central processing units for AI data centers. ...

Group 1 - Ford and GM are expected to face production and margin pressures due to shortages of memory chips [1] - Rising commodity prices are also contributing to the challenges faced by Ford and GM [1]

Mark HulbertMark Hulbert is a columnist for MarketWatch. His Hulbert Ratings service tracks investment newsletters that pay a flat fee to be audited. ...

Ryanair's bookings are up thanks to the controversy — and a to sale themed around the spat, CEO Michael O'Leary said. ...

Core Insights - The article focuses on the advancements and market position of Nvidia in the semiconductor and AI sectors [1] Group 1: Nvidia's Market Position - Nvidia continues to dominate the GPU market, with a significant share that has increased due to the rising demand for AI applications [1] - The company's revenue from data center products has surged, contributing to a substantial portion of its overall earnings [1] Group 2: Industry Trends - The semiconductor industry is experiencing rapid growth, driven by the increasing integration of AI technologies across various sectors [1] - Companies are investing heavily in AI and machine learning capabilities, which is expected to further boost demand for high-performance chips [1]

Core Viewpoint - Investors are skeptical about Netflix's attempt to acquire Warner Bros. Discovery's studio and streaming businesses, showing dissatisfaction with the company's guidance for 2026 [1] Group 1 - Netflix's acquisition efforts for Warner Bros. Discovery's assets have not convinced investors [1] - The company's 2026 guidance has led to discontent among investors [1]

Retail investors are diving into the stock rotation as the year kicks off, shifting away from crowded growth trades and into assets with direct links to the real economy, according to Citadel's Scott ... ...

Rio Tinto has until Feb. 5 to inform the U.K. Takeover Panel if it intends to make an offer for Glencore. ...