1. Wells Fargo crowns AMD the new chip king. The bank upgraded semiconductor stocks this morning with AMD as its top pick—a bold call considering Nvidia’s dominance.
Source: https://247wallst.com/investing/2026/01/15/daily-market-aler…
President Donald Trump sent defense stocks on a rollercoaster on Wednesday after threatening a total ban on stock buybacks and dividends until supply issues are resolved and following up with a proposed 50% increase in the military budget in 2027.
ASML’s most advanced machines will be essential for producing next-generation artificial intelligence (AI) chips. Nvidia’s investment thesis is compelling even as competition heats up.
Fintech gains momentum as StoneCo, Block and PayPal reshape payments, lending and banking, drawing investors to fast-growing digital finance platforms.
