2 Stocks to Watch if the AI Trade Rebounds

08:38am, Tuesday, 06'th Jan 2026
The Santa Claus rally never materialized, but January is off to a fairly decent start with some tech names bouncing back.
Watch the Video Our conversation began with what some have treated as a sensational headline, a temporary Waymo disruption during a San Francisco power outage. Lee and I agreed almost immediately that
Stock News U.S. weighs reimbursing Venezuela oil rebuild: President Trump said the U.S. may reimburse oil companies like Exxon Mobil (XOM), Chevron (CVX) and Co
I usually focus on what I want to buy, but sometimes the real value comes from questioning popular ideas and challenging comfortable consensus. I examine two widely loved businesses where expectations
Three former Apple Inc (NASDAQ:AAPL, XETRA:APC) engineers behind the Face ID depth-sensing technology have launched Lyte, a startup focused on giving robots...
In a landmark decision announced on Monday, the U.S. has been exempted from a global tax deal that aims to curb profit shifting by large multinational companies.
Sharper and Granite LLC reduced its position in shares of Apple Inc. (NASDAQ: AAPL) by 23.8% during the undefined quarter, according to the company in its most recent filing with the Securities and Ex
Rainier Family Wealth Inc. grew its stake in Apple Inc. (NASDAQ: AAPL) by 29.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commi
Microsoft AI CEO Mustafa Suleyman says the modern test of artificial intelligence is not whether it can sound human but whether an AI agent can legally turn $100,000 into $1 million, as Big Tech inten
Foxconn posted record fourth-quarter revenue driven by surging AI server demand, beating estimates by 8% and prompting Gene Munster to call the results a bullish signal for Nvidia and a positive read
These companies lead their respective industries and have proven competitive advantages. Sustained success allows them to pay and increase their dividends.
Today, Jan. 5, 2026, energy giants and banks are steering Wall Street higher as traders frame Venezuela's turmoil as an investment opening.

Why Are Apple Shares Trending Monday?

04:48pm, Monday, 05'th Jan 2026
Apple stock is trending Monday after Raymond James reinstated a Market Perform rating on the company.
I trimmed positions in NVDA and AMD due to valuation concerns and overexposure, favoring BDCs like ARCC, OBDC, and HTGC for yield. November dividend income reached a record $653, up 5% Y/Y, with BDCs
Investor Dan Niles breaks down why 2026 could be messy for investors and shares exactly which stocks he's betting on.
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