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Microsoft to Host M365 Community Conference in Las Vegas from April 21-23, 2026

Amazon Plans to Open Large Retail Store in Orland Park

V Gallant Launches Global First NVIDIA Blackwell Enterprise AI GPU Lounge

Microsoft to implement new link security features in Teams on January 12

California Governor proposes $200 million in new funding for electric vehicle tax rebates

NVIDIA GTC 2026 AI Conference to be held in San Jose from March 16-19.

Amazon plans to launch Big-Box retail stores in Chicago, US

China Approves NVIDIA H200 AI Chip Imports, Potentially Doubling NVIDIA Shares

Amazon Approved to Launch Drone Delivery Service in Darlington, UK

Black Mirror Renewed for Season 8

NVIDIA Reveals Memory Innovation Method for Large Language Models

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TSMC's 2025 revenue reportedly surged 31% due to orders from Apple and Nvidia

Microsoft launches a new Prompts Gallery for Microsoft 365 Copilot

Microsoft stock trading in range, investors adopt bearish put option strategy

AWS breaks a twenty-year tradition of price decreases, raising prices on specific GPU instances by 15%

Netflix Stock Dips Amid Warner Bros. Discovery Acquisition Proposal

Cross-border e-commerce enters the second half, shifting from low-price competition to brand battles

US Senators Call for Apple and Google to Remove X and Grok from App Stores

Launch of New Ray-Ban Smart Glasses Paused Overseas Due to High Demand

AMZN

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Amazon is set to open a big-box retail store in Orland Park, Illinois, covering 225,000 square feet for in-store shopping and online order fulfillment. The store will offer groceries, general merchandise, and dining areas, with a design to support deliveries. This initiative marks Amazon's return to physical retail after closing some stores. The project awaits local approval, and analysts have a Strong Buy consensus on AMZN stock, with a price target suggesting a 19.4% upside.

- Amazon is planning to open a 225,000-square-foot retail store in Orland Park, Illinois, to serve in-store customers and fulfill online orders.  
- The store is expected to sell groceries and general merchandise, with features like prepared food and dedicated delivery spaces for drivers.  
- This initiative is part of Amazon's renewed focus on physical retail, following previous closures of bookstores and convenience stores, and the project still requires local approval.

Tip Ranks

Amazon

Direxion Daily AMZN Bull 2X Shares

Amazon Is Preparing to Open a Big-Box Retail Store

NVDA

Jonathan Golub, chief equity strategist at Seaport Research Partners, put together a list of tech stocks that he says have had “unjustified” drops.

NVIDIA

Nvidia and 13 more tech stocks to buy on the dip

Amazon.com Plans to Open New Physical Store in Illinois

marketscreener

Amazon.com Plans to Open New Physical Store in Illinois

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In the latest quarter, 47 analysts provided mixed ratings for NVIDIA (NASDAQ:NVDA), with a total of 23 bullish, 23 somewhat bullish, and 1 indifferent. The average 12-month price target is $263.34, up 11.04% from the previous average. Key analysts raised their ratings and price targets, reflecting positive sentiment. NVIDIA's financial performance shows a revenue growth rate of 62.49%, a net margin of 55.98%, and a return on equity of 29.14%. The company's debt-to-equity ratio is 0.09, indicating strong financial health. Analysts' insights are crucial for investors to make informed decisions.

- In the latest quarter, 47 analysts rated NVIDIA, revealing a mix of bullish and bearish sentiments.  
- The average 12-month price target increased by 11.04% to $263.34, with notable raises from several analysts, reflecting positive recommendations.  
- NVIDIA demonstrates strong financial performance, marked by a revenue growth of 62.49% and a net margin of 55.98%, reinforcing its significant market position.

benzinga_article

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Beyond The Numbers: 47 Analysts Discuss NVIDIA Stock

Amazon has received approval from the Civil Aviation Authority to launch the UK’s first drone delivery service in Darlington, County Durham. The service will allow up to 10 flights per hour, delivering parcels directly to customers' gardens. Despite local opposition regarding noise, Amazon claims its drones are designed to minimize disruption. The company aims to deliver packages within two hours, with operations expected to begin soon. The current permission is temporary, lasting until June, with a possibility for a 12-month extension.

- Amazon has received approval to start the UK's first drone delivery service in Darlington, County Durham.  
- The Civil Aviation Authority (CAA) changed airspace rules to accommodate Amazon's service, which plans up to 10 flights per hour, and aims to deliver packages within two hours.  
- Local opposition regarding noise exists, but Amazon asserts its drones will be quieter than traditional delivery methods, and the permission is temporary, needing renewal by June.

The telegraph

Amazon gets green light to deliver by drone

LITE

Mizuho Securities has identified Nvidia, Broadcom, and Lumentum as top AI chip stocks for 2026, driven by AI demand. Nvidia is expected to benefit from GPU and custom AI chip sales, while Broadcom's growth comes from its diverse semiconductor portfolio. Lumentum is set to gain from advancements in AI networking speeds. Mizuho also noted Microchip Technology and Lam Research as companies to watch, anticipating strong demand for wafer fab equipment and memory. However, they cautioned about weaker demand in sectors like autos and PCs, despite attractive semiconductor valuations overall.

- Mizuho Securities identified AI-driven demand as a significant factor for semiconductor stocks in 2026, naming Nvidia, Lumentum, and Broadcom as top picks.  
- The firm anticipates strong growth due to AI accelerators, optical networking, and advanced chips, while also highlighting additional companies like Microchip Technology and Lam Research as noteworthy.  
- Despite cautioning about weaker demand in certain sectors, Mizuho maintains that semiconductor valuations are attractive compared to the broader market, with AI-focused segments expected to lead.

GuruFocus

Lumentum

Broadcom

Mizuho Picks Nvidia, Broadcom, Lumentum as Top AI Chip Stocks for 2026

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Apple shares have experienced a decline, slipping 0.5% to $259.04, marking a seven-day losing streak. Analysts at Evercore see potential for recovery, raising their price target to $330, citing strong iPhone demand and expectations of double-digit revenue growth for the December quarter. Meanwhile, Alphabet has surpassed Apple in market value, now valued at approximately $3.98 trillion. Additionally, discussions around leadership succession at Apple are ongoing, with hardware engineering chief John Ternus emerging as a potential successor to CEO Tim Cook.

- Apple shares fell 0.5% to $259.04, marking their longest losing streak since May, with a decline of approximately 5.4% since December 30.  
- Despite this downturn, Evercore analysts have raised Apple's price target to $330, citing strong iPhone demand and anticipating double-digit revenue growth for the December quarter, with expectations of exceeding prior guidance.  
- Concurrently, Alphabet has surpassed Apple in market value for the first time since 2019, and investor focus is heightened due to discussions about leadership succession, with John Ternus seen as a leading internal candidate to succeed CEO Tim Cook.

Invezz

Apple

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Is the Apple stock pullback a buy opportunity? Analysts see near term upside

StartupHub

Meta Platforms

The Nuclear Imperative How Meta is Securing the Future of AI Compute

Apple's stock has fallen for eight consecutive days, dropping 5.7% amid concerns over slowing iPhone sales and rising memory costs. However, Evercore ISI analyst Amit Daryanani believes the stock is undervalued, raising his price target to $330, suggesting over 25% upside. He projects Apple's December-quarter revenue at $140.5 billion, exceeding Wall Street's expectations. Daryanani also highlights strong iPhone demand during China's Singles' Day and anticipates a new AI strategy that could enhance Apple's competitive position.

- Analysts from Evercore suggest that Apple’s stock may rebound due to strong iPhone demand and an emerging AI strategy.  
- Despite recent declines and concerns about iPhone sales in China, Evercore's revised estimates predict revenues of $140.5 billion for the December quarter, exceeding Wall Street's expectations by $3.2 billion.  
- Furthermore, indications of pre-emptive pricing agreements and a potential tiered AI strategy may help mitigate investor concerns and enhance Apple's market position.

Dow Jones

Apple's stock falls for the eighth straight day. Here's what investors might be missing.

Nvidia's stock has remained range-bound at $184.65, down 0.2%, despite strong demand for its AI chips. The company has hired Alison Wagonfeld as its first chief marketing officer to enhance investor enthusiasm. Analyst Vijay Rakesh raised Nvidia's price target to $275, citing a projected 32% increase in AI capital expenditure. However, concerns over competition and recent developments in China, including revised payment terms for customers, have contributed to stock volatility. Overall, investor sentiment remains cautious amid uncertainty over growth drivers.

- Nvidia's stock has experienced limited movement despite high demand for its AI chips, with shares down 0.2% to $184.65 recently.  
- The company has appointed Alison Wagonfeld from Google as its first chief marketing officer, aiming to strengthen its marketing amid rising competition and investor scrutiny.  
- Despite some analyst optimism regarding increased AI spending, Nvidia faces challenges including competition concerns and recent changes in payment terms for Chinese customers, affecting market sentiment.

Nvidia stock remains rangebound: buy, sell or hold?

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Three Democratic U.S. senators are urging Apple and Google to remove the apps X and Grok from their stores due to the distribution of nonconsensual sexual images. Senators Ron Wyden, Ben Ray Lujan, and Edward Markey stated that the apps should be removed until X addresses its policy violations. Both companies have not yet commented on the matter, and X has also not responded to inquiries.

- Three Democratic U.S. senators are urging Apple and Google to remove the app X and its chatbot Grok from their app stores due to the dissemination of nonconsensual sexual images of women and minors.  
- Senators Ron Wyden, Ben Ray Lujan, and Edward Markey stated that the apps should be removed until X addresses its policy violations.  
- Apple and Google have not yet commented on the request, which was initially reported by NBC News.

Reuters

Alphabet

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Democratic senators demand Apple, Google take X and Grok off app stores over sexual images

The Most Broadly Held Portfolio by GuruFocus, rebalanced annually, features 25 stocks favored by top investors. This strategy has historically outperformed the S&P 500, with a return of +832.77% since 2006 compared to +454.43% for the index. The latest rebalance on January 1, 2026, added stocks like NVIDIA and PepsiCo while removing others like Charles Schwab. This portfolio aims to provide a consistent investment strategy based on collective ownership by successful investors, making it a valuable tool for research and benchmarking.

- The Most Broadly Held Portfolio by GuruFocus features 25 stocks favored by leading investors, rebalanced annually, and aims to outperform the market based on collective ownership trends.  
- Historically, this strategy has delivered significant outperformance, with a total return of +832.77% since 2006, compared to the S&P 500's +454.43%.  
- The latest rebalance on January 1, 2026, added stocks like NVIDIA and PepsiCo while removing names such as Charles Schwab and American Express, highlighting ongoing adaptability.

PepsiCo

2026 Rebalance: The Most Broadly Held Portfolio

Nvidia-backed AI cloud company Lambda is seeking to raise at least $350 million in a pre-IPO funding round as it prepares for a public debut in late 2026. Mubadala Capital is reportedly leading the funding efforts. Lambda, founded in 2012, operates over 1 million Nvidia GPUs across various U.S. data centers and aims to capitalize on the growing interest in AI infrastructure, especially following the strong performance of AI cloud peer CoreWeave.

- Nvidia-backed AI cloud company Lambda is seeking to raise at least $350 million in a pre-IPO round as it prepares for a public debut in the second half of 2026.  
- Mubadala Capital is reportedly leading the funding, which aims to support Lambda's plans despite a slight delay from earlier timelines.  
- Lambda operates over 1 million Nvidia GPUs and has a valuation nearing $4 billion, with strong performance from AI cloud peers boosting investor interest.

Nvidia's Cloud Partner Lines Up Its Next Act

LDOS

On CNBC's 'Halftime Report Final Trades', Morgan Stanley was highlighted for its strong wealth management prospects, with a price target increase from $157 to $162. Leidos appointed a new CTO and is noted for its strong balance sheet. Enterprise Products Partners has a 6.9% dividend yield but was downgraded by Raymond James. Amazon was selected by Ritholtz Wealth Management, with a price target raised from $275 to $300. Price movements included Morgan Stanley down 0.1%, Leidos down 0.7%, Enterprise up 0.5%, and Amazon up 1.9%.

- Sarat Sethi highlighted Morgan Stanley's potential in wealth management and mentioned its plans to launch a digital wallet in late 2026.  
- Analysts, including Kian Abouhossein from JPMorgan, have raised Morgan Stanley's price target while maintaining a Neutral rating.  
- Other stocks discussed include Leidos, Enterprise Products Partners, and Amazon, with notable price movements and analyst ratings impacting their market performances.

Morgan Stanley

Leidos

Amazon, Morgan Stanley, Leidos And An Energy Stock On CNBC's 'Final Trades'

The European Commission is considering reclassifying WhatsApp as a "very large platform" under the Digital Services Act (DSA), increasing its responsibilities for managing harmful content. This move follows WhatsApp's reported user numbers exceeding the DSA threshold of 45 million in the EU. As a VLOP, WhatsApp will need to enhance consumer protection and prevent illegal content. The Commission has not set a formal date for compliance but indicated that WhatsApp will have four months to adhere to the new regulations once designated.

- The European Commission is considering redesignating WhatsApp as a very large online platform, increasing its legal responsibilities to manage illegal and harmful content.  
- The move comes as WhatsApp reported 46.8 million monthly users in the EU, surpassing the 45 million threshold under the Digital Services Act (DSA).  
- This designation will require WhatsApp to enhance consumer protection and transparency, while the platform currently has four months to comply with new regulations once formally designated.

Harvest NASDAQ-100_(DRM) ETF(QDII)(159501.SZ)

Amazon Is Preparing to Open a Big-Box Retail Store

Nvidia and 13 more tech stocks to buy on the dip

Amazon.com Plans to Open New Physical Store in Illinois

Beyond The Numbers: 47 Analysts Discuss NVIDIA Stock

Amazon gets green light to deliver by drone