Semiconductor industry leader Nvidia (NVDA) recently showcased its innovations at CES 2026. While the event primarily provided updates on the technologies the company has been working on, it also included notable announcements. Undoubtedly, the most significant announcement was the launch of the Rubin AI platform, which comprises six new chips that form one advanced artificial intelligence (AI) supercomputer. More News from Barchart The platform’s advancements accelerate agentic AI, with up to 10x low ...

Core Insights - Caterpillar has announced an expanded collaboration with NVIDIA to develop AI-powered solutions for various industrial applications, aiming to enhance innovation and operational efficiency [2][3][4] - The partnership is expected to position Caterpillar favorably in the AI landscape, potentially attracting more investor interest and elevating its market standing [6][7] Group 1: Collaboration Details - The collaboration will focus on AI-assisted and autonomous operations, incorporating features such as personalized insights, real-time coaching, AI-driven recommendations, and computer vision [4][5] - Caterpillar will utilize the Nvidia Jetson Thor platform for real-time AI inference across its machinery, including construction and mining equipment [3][4] Group 2: Market Position and Performance - Caterpillar's stock has shown significant growth, trading at $599.18, up 66% over the past year, and previously achieving a 59.5% return in 2025, making it the top performer in the Dow Jones Industrial Average [7][9] - The collaboration with NVIDIA is likely to enhance Caterpillar's valuation, as technology companies typically receive higher valuations than traditional industrial firms [6][7]

Core Insights - Direxion Daily Semiconductor Bull 3X Shares (NYSE: SOXL) experienced a significant Power Inflow alert, indicating a bullish trend in trading activity [3] - The Power Inflow signal was triggered at a price of $48.45 after a 5% decline in stock price, leading to increased buying interest from both retail and institutional traders [4][5] - Following the alert, SOXL reached a post-alert high of $49.79, reflecting a 2.77% increase, showcasing the effectiveness of the Power Inflow signal in identifying bullish momentum [8] Understanding Power Inflow Signal - The Power Inflow alert is a proprietary signal from TradePulse, highlighting significant shifts in order flow that suggest a strong trend toward buying activity [6] - This alert is issued within the first two hours of trading and indicates a high probability of bullish price movement for the remainder of the day, making it a strategic entry point for traders [6] - Order flow analytics provide insights into real-time buying and selling trends, allowing traders to make informed decisions based on market sentiment [7] SOXL Performance - At the time of the Power Inflow alert, SOXL was priced at $48.45, and the subsequent intraday high reached $49.79, demonstrating the potential for significant gains following the alert [8] - The Power Inflow alert serves as a strong example of how order flow analytics can reveal bullish momentum, particularly during periods of declining stock prices [8] - Traders who acted on the Power Inflow signal could have realized substantial intraday gains, highlighting the value of monitoring order flow data for identifying bullish activity [8]

Core Insights - Direxion Daily Semiconductor Bull 3X Shares (NYSE: SOXL) experienced a significant Power Inflow alert, indicating a bullish trend in trading activity [3] - The Power Inflow signal was triggered at a price of $48.45, following a steep decline of approximately 5% in the stock price prior to the alert [4] - After the alert, SOXL's stock price rose to a high of $49.79, reflecting a 2.77% increase, demonstrating the effectiveness of the Power Inflow signal [8] Power Inflow Signal - The Power Inflow alert is a proprietary signal from TradePulse, issued within the first two hours of trading, highlighting significant shifts in order flow towards buying activity [6] - This signal suggests a high probability of bullish price movement for the remainder of the trading day, making it a strategic entry point for active traders [6] - Order flow analytics provide insights into real-time buying and selling trends, allowing traders to make informed decisions based on market sentiment [7] SOXL Performance - At the time of the Power Inflow alert, SOXL was priced at $48.45, and the subsequent rise in price illustrates the potential for significant intraday gains following such alerts [8] - The alert serves as a strong example of how order flow analytics can reveal bullish momentum, particularly during periods of declining stock prices [8] - Traders who acted on the Power Inflow signal could have capitalized on the price reversal, highlighting the value of monitoring order flow data [8]

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JPMorgan analyst Samik Chatterjee said his team hosted a booth tour with Qualcomm Inc's (NASDAQ:QCOM) management at CES 2026, where the company highlighted a broad and increasingly competitive PC product portfolio. • Qualcomm stock is gaining positive traction. What’s pushing QCOM stock higher?Qualcomm Highlights Strong PC Momentum at CESChatterjee maintained an Overweight rating on Qualcomm.The analyst said Qualcomm showcased multiple PC launches with brand partners, including Lenovo, Asus and HP, all buil ...

Taiwan Semiconductor Manufacturing stock seems poised for another year of strong gains.The S&P 500 has been in a bull market for more than three years now, entering this territory in October 2022, and the good news is that the index is expected to sustain its rally in 2026 as well.After recording three consecutive years of double-digit gains, a feat that the index has achieved five times since it came into existence in 1957, Wall Street is looking forward to another year of robust growth in the S&P 500. Deu ...

Micron Technology Inc. (NASDAQ:MU) is riding an AI-fueled memory squeeze, with JP Morgan saying demand for DRAM, especially HBM, should continue to outstrip supply past 2026, keeping pricing firm and reinforcing its bullish stance on the stock.JP Morgan analyst Harlan Sur said his team hosted an investor group meeting with Micron’s CFO Mark Murphy, CBO Sumit Sadana, and Senior Director of Investor Relations Samir Patodia.Sur reiterated an Overweight rating on Micron with a price forecast of $350.The analyst ...

Taiwan Semiconductor (TSM), widely known as TSMC, stands as one of the most valuable and influential technology companies in Asia by market capitalization. The chipmaking powerhouse has been a major winner from the artificial intelligence (AI) megatrend, as it manufactures some of the world’s most advanced AI processors for leading customers such as Nvidia (NVDA) and Advanced Micro Devices (AMD). Following a strong set of third-quarter earnings released last October, which highlighted the company’s conti ...

Key Points The advancement of artificial intelligence has helped the tech sector to outperform the S&P 500. These four stocks are experiencing solid growth and are well positioned to deliver in the new year. 10 stocks we like better than Nvidia › We're in a new year, but some of the investing themes from the past continue to drive the markets. Tech stocks have been a consistent winner in the last three years, outperforming the market by a wide margin. The S&P 500 has gains of 81% in the last thre ...