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Source document· January 12, 2026

Stocks Recover as Data Storage Companies and Chip Makers Rally

View original at nasdaq.com
Stocks Recover as Data Storage Companies and Chip Makers Rally The S&P 500 Index ($SPX) (SPY) on Monday closed up +0.16%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +0.17%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.08%…
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  • S&P earnings growth is expected to climb by +8.4% in Q4

    80% confidence
  • Upgraded Albemarle stock to sector outperform from sector perform with a price target of $200

    80% confidence
  • Downgraded Insulet stock to underweight from equal weight with a price target of $274

    80% confidence
  • Upgraded Amphenol stock to overweight from equal weight, with a price target of $156

    80% confidence
  • Excluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by +4.6%

    80% confidence
  • The threat of criminal charges is a consequence of the Federal Reserve setting interest rates based on our best assessment of what will serve the public, rather than the preferences of the president

    80% confidence
  • Downgraded SLM Corp stock to underweight from neutral with a price target of $25

    80% confidence
  • Double-upgraded Akamai Technologies stock to overweight from underweight with a price target of $115

    80% confidence
  • Preliminary Q4 sales of Amvuttra of $827 million

    80% confidence
  • Upgraded Palantir Technologies stock to buy from neutral with a price target of $235

    80% confidence
  • Upgraded Comcast stock to buy from neutral with a price target of $37

    80% confidence
  • Q3 preliminary revenue of $1.26 billion

    80% confidence
  • 2026 net revenue forecast of $1.055 billion to $1.1185 billion

    80% confidence
  • Senate committee investigating UnitedHealth found it deployed aggressive tactics to collect payment-boosting diagnoses for its Medicare Advantage members

    80% confidence
  • Credit-card lenders would be in violation of the law if they don't cap interest rates at 10% for one year

    80% confidence
  • The Fed had been served grand jury subpoenas from the Justice Department late last Friday, threatening a criminal indictment related to his June congressional testimony on ongoing renovations of the Fed's headquarters

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
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Stocks Recover as Data Storage Companies and Chip Makers Rally — Source | Via News | ViaNews EU