COMERICA

Fed approves Fifth Third's $10.9B Comerica acquisition. Deal closes Feb 1, creating 9th largest U.S. bank with $290B in assets across 17 high-growth markets.

Fed Clears Fifth Third's $10.9B Comerica Deal, Creating 9th Largest U.S. Bank

TTM TECHNOLOGIES

NVIDIA

TTM Technologies hits all-time high after CEO projects 15-20% annual growth and earnings doubling by 2027, powered by generative AI data center demand.

TTM Technologies Surges 20% to All-Time High on AI Data Center Boom

Circle Internet Group

Coinbase Global

Polygon Labs acquires Coinme and Sequence for $250M+ to build regulated stablecoin payments stack, challenging Stripe's $1.1B Bridge deal.

Polygon Labs Spends $250 Million to Compete With Stripe in Stablecoin Payments

TG THERAPEUTICS

NOVARTIS

TG Therapeutics raises 2026 guidance to $875-900M as BRIUMVI captures MS market share. Stock rises 6.7% after JPM presentation.

TG Therapeutics Eyes $900M Revenue as BRIUMVI Takes Market Share from Roche, Novartis

Meta Platforms

Meta and EssilorLuxottica discuss doubling Ray-Ban smart glasses production to 20M units. Demand forces pause on international expansion.

Meta Wants to Double Ray-Ban AI Glasses Output to 20 Million Units by Year End

Super Micro Computer

Dell Technologies

Hewlett Packard Enterprise

Goldman initiates SMCI with Sell, $26 target as gross margins hit 9.3%—lowest since 2021. Supplier concentration and Dell price war threaten profitability.

News

Today

Fed Clears Fifth Third's $10.9B Comerica Deal, Creating 9th Largest U.S. Bank

TTM Technologies Surges 20% to All-Time High on AI Data Center Boom

Polygon Labs Spends $250 Million to Compete With Stripe in Stablecoin Payments

TG Therapeutics Eyes $900M Revenue as BRIUMVI Takes Market Share from Roche, Novartis

Meta Wants to Double Ray-Ban AI Glasses Output to 20 Million Units by Year End

Goldman Sachs Slaps Sell on Super Micro: AI Server King's Margins Crumble to 9%