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AI-Exposed Power Stocks Sink as Chinese Startup Fuels AI Spending Concerns

AI-Fueled Stock Sell-Off: Constellation Energy, Vistra Corp, and Others Drop as DeepSeek AI Advances Raise Concerns

Tesla's AI Potential Fuels Post-Election Optimism Despite Sales Dip

Tesla’s post-election rally may resume as analysts remain bullish on the company's AI potential. Despite recent declines, Tesla shares are still up 65% since Nov. 5. Analysts at Piper Sandler and Wedbush raised their 12-month price targets this week, with Piper Sandler naming Tesla its top "buy-and-hold idea" and Wedbush calling the new administration a "total game changer" for the company.

Casual Dining: Chili's, Texas Roadhouse, and Cheesecake Factory Lead the Way

Casual dining chains like Chili’s are capitalizing on consumers returning to dining out for special occasions, despite industry fragmentation and challenges from fast food and fast-casual players. Brinker International's Chili's, Darden's Olive Garden, and Texas Roadhouse are leading the pack, using value promotions, social media marketing, and technology to boost their competitive advantage. While breakfast chains like Denny's and Cracker Barrel face headwinds due to budget-conscious consumers, Keke's Breakfast Café, acquired by Denny's in 2022, offers potential growth opportunities given its higher-income customer base.

UnitedHealth Names New CEO for Health Insurance Unit

UnitedHealth Group appoints Tim Noel as UnitedHealthcare CEO, succeeding Brian Thompson. Noel brings 20 years of experience at UnitedHealth, most recently leading Medicare & Retirement division.

Indian Software Firm Mphasis Posts Strong Q3 Earnings

Indian software services company Mphasis posts a profit surge in third-quarter earnings, supported by strong performance in its banking segment and technology, media, and telecom sectors.

Big Tech Earnings Season: AI Revenue, Trump Factor, and TikTok's Fate

Big Tech's earnings season kicks off next week with AAPL, META, and MSFT reporting. Expect updates on AI revenue and spending, the impact of the Trump administration, and the fate of TikTok.

US jobless claims inch up; continuing claims reach highest since 2021

Number of Americans applying for unemployment benefits increased slightly last week, while continuing claims reached their highest level since 2021.

Stocks Flat as Markets Digest Trump's Impact

European and US stocks paused after a surge following President Trump's inauguration, as investors digest his mixed signals. Asian stocks climbed on Chinese government support, with the Bank of Japan set to raise interest rates Friday.

Johnson & Johnson Stock Falls Despite Earnings Beat

JNJ stock falls despite earnings beat due to generic competition, talc lawsuit, and China demand concerns. Investors watch for Stelara's fate, while J&J expands in neuroscience and buys Intra-Cellular.

Netflix Raises Streaming Prices in US as Subscriber Growth Surges

Netflix raised prices again, this time in the US, Canada, Portugal, and Argentina, with tiers increasing by $1 to $2 per month.