DOMINION ENERGY

Judge rules Trump's offshore wind suspension 'arbitrary and capricious.' Ørsted resumes Revolution Wind construction as $10B+ in projects await rulings.

Federal Judge Overturns Trump's Offshore Wind Ban, Ørsted Jumps 6%

INTEL

ADVANCED MICRO DEVICES

NVIDIA

TAIWAN SEMICONDUCTOR MANUFACTURING CO

Apple

MICRON TECHNOLOGY

KeyBanc upgrades Intel to $60 and AMD to $270 as server CPUs sell out for 2026. Intel 18A yields hit 60%, lands Apple as foundry customer.

Intel and AMD Surge After KeyBanc Double Upgrade: Server CPUs Sold Out for 2026

DELTA AIR LINES

BOEING

United Airlines Holdings

American Airlines Group

AMERICAN EXPRESS

GENERAL ELECTRIC

Delta beats Q4 EPS but stock drops 5% as 2026 guidance disappoints. Premium revenue hits 60% of total. $8.2B from AmEx, Boeing 787 order.

Delta Stock Falls 5% Despite Q4 Beat as Premium Strategy Powers Record Year

L3HARRIS TECHNOLOGIES, INC. /DE/

LOCKHEED MARTIN

NORTHROP GRUMMAN CORP /DE/

GENERAL DYNAMICS

Pentagon invests $1B in L3Harris missile unit spinoff—first direct-to-supplier equity stake in defense history. IPO planned for H2 2026.

Pentagon Takes $1 Billion Equity Stake in L3Harris Missile Spinoff

JPMORGAN CHASE &

GOLDMAN SACHS GROUP

JPMorgan posts $57B 2025 profit, takes Apple Card from Goldman with $2.2B reserve build. Markets revenue up 17%. Dimon warns of hazards ahead.

JPMorgan Posts $57B Profit, Takes Over Apple Card as Goldman Exits Consumer

US BANCORP \DE\

U.S. Bancorp pays up to $1B for BTIG, adding equity trading, M&A advisory, and prime brokerage to become a capital markets heavyweight.

U.S. Bancorp Makes $1 Billion Bet on Wall Street With BTIG Acquisition

News