Fidelity Fundamental Large Cap Core ETF(FFLC.US)

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Fidelity Fundamental Large Cap Core ETF
FFLC.US
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BUZZ-Street View: Wells Fargo's growth playbook promising despite Q4 miss

Wells Fargoreported a Q4 profit miss due to $612 million in severance expenses as part of CEO Charlie Scharf’s operational streamlining. Despite this, analysts maintain a "buy" rating with a median price target of $101. RBC Capital Markets notes a shift from defense to offense as regulatory restrictions ease, while Piper Sandler highlights growth opportunities in investment banking and wealth management. TD Cowen sees a strong pipeline for future fees, and Morgan Stanley emphasizes balance sheet growth and expense efficiency in a post-asset cap environment.

Reuters·
US
WFC
-0.65%
Reuters·
US
WFC
-0.65%

What does NVIDIA's inference context memory storage mean for NAND?

Citigroup's report points out that NVIDIA's newly launched AI inference context memory storage (ICMS) architecture is expected to significantly exacerbate the global NAND flash supply shortage. Each server requires an additional 1152TB SSD, which is expected to bring an additional demand equivalent to 2.8% and 9.3% of the global NAND total demand in 2026 and 2027, respectively. This move will not only drive up NAND prices but also provide clear structural growth opportunities for leading memory chip manufacturers such as Samsung, SK Hynix, and Micron

Wallstreetcn·
US
NVDA
-0.44%
US
MU
+7.76%
Wallstreetcn·
US
NVDA
-0.44%
US
MU
+7.76%

Women's, advocacy groups call on Apple, Google to drop X and Grok from app stores

A coalition of women's groups and activists is urging Apple and Google to remove the social media platform X and its chatbot Grok from their app stores. They accuse the apps of generating illegal content that violates the companies' terms of service, particularly concerning sexually explicit and degrading images of women and children. The call for action follows scrutiny over Grok's content, leading to bans in Malaysia and Indonesia, and investigations in Europe and the UK. The American Federation of Teachers has also quit X over concerns about indecent images of children.

Reuters·
US
AAPL
-1.04%
US
GOOG
-0.85%
US
GOOGL
-0.84%
Reuters·
US
AAPL
-1.04%
US
GOOG
-0.85%
US
GOOGL
-0.84%

Wells Fargo Enters Its First Post-Asset-Cap Earnings Test: Here's Why Q4 Results Could Redefine The Bank's Growth Story

Wells Fargo is set to report its Q4 earnings, marking the first significant test of its strategy following the removal of an asset cap that had restricted its growth since 2018. The bank aims to increase its return on tangible common equity (ROTCE) to 17-18% and has set a new common equity tier 1 target of 10.0-10.5%. Analysts remain optimistic, with a "Buy" rating and a price target increase to $107, indicating a potential upside. Wells Fargo's stock is currently trading at 13.59 times forward earnings, lower than the S&P 500 average.

benzinga_article·
US
WFC
-0.65%
benzinga_article·
US
WFC
-0.65%

Boeing Delivers Total Of 160 Commercial Airplanes In Q4

Boeing Company (BA) announced the delivery of 160 commercial airplanes in Q4 2025, totaling 600 for the year. The deliveries included 117 of the 737, 10 of the 767, 6 of the 777, and 27 of the 787. In defense, Boeing delivered 5 new AH-64 Apache helicopters, 14 remanufactured Apaches, 2 new CH-47 Chinooks, and other military aircraft, totaling 37 deliveries in defense programs for Q4 and 131 for the year.

rttnews·
US
BA
-0.02%
rttnews·
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BA
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