Walmart and Google have announced a new partnership that embeds Gemini AI into the shopping journey, reshaping how customers discover and buy products online. The collaboration signals a deeper push by both companies to use AI as a driver of retail growth.
Netflix shares have dropped sharply, falling below $90 and erasing nearly $200 billion in market value since late June. The decline reflects growing investor concern around strategic uncertainty and the company’s next phase of growth.
Nano Nuclear Energy just cleared a major legal hurdle after a federal judge dismissed all claims against the company and its executives. For investors watching Nano Nuclear Energy stock, this ruling removes a key overhang that had been weighing on sentiment.
Hims & Hers stock has fallen more than 42% in just three months, raising questions about whether this is a warning sign or a reset. This breakdown looks at what’s behind the decline and what investors should actually focus on next.
STOCK NEWS
ECONOMY
The US economy added fewer jobs than expected in December, adding fresh evidence that the labour market is losing momentum. While hiring slowed, a lower unemployment rate has strengthened the case for the Federal Reserve to pause further rate cuts.
President Trump has announced a major shift in consumer finance, confirming plans to cap credit card interest rates at 10%. The move could reshape household borrowing, bank profitability, and the wider credit market almost overnight.
The U.S. unemployment rate unexpectedly fell to 4.4% in December, coming in below forecasts and reinforcing signs of resilience in the US labour market as 2026 begins.
TECH
X is introducing a new price tracking feature that allows users to follow crypto and stock prices directly from their timeline. The move strengthens X’s ambition to become a real-time hub for market discussion and financial insight.
Navitas Semiconductor is set to engage directly with investors at the 2026 Needham Growth Conference, highlighting its position in gallium nitride and silicon carbide power technology. The appearance places fresh attention on Navitas Semiconductor as demand accelerates across AI data centres, electrification, and energy infrastructure.
Nvidia’s Rubin Architecture has entered full production far earlier than expected, signalling a major shift in the AI infrastructure market. With cloud providers still struggling to meet demand, this development could have lasting implications for Nvidia’s growth and the wider AI ecosystem.
Samsung Electronics profit has surged to record levels as AI-driven demand pushes memory prices higher, reshaping supply, pricing power, and investor expectations across the semiconductor market.
COMMODITIES
Platinum and palladium prices have pushed beyond expectations, forcing Bank of America to raise its 2026 forecasts. Persistent supply deficits, tariff risks, and renewed Chinese demand are now shaping a tighter PGM market outlook.
A projected copper shortage of up to 10 million metric tons by 2040 is raising serious concerns across global markets. From electrification to economic growth, copper’s supply imbalance could become one of the defining structural challenges of the next two decades.
Gold prices pulled back in early European trading as investors paused ahead of key US labour market data. A firmer US dollar and cautious sentiment are tempering recent gains, despite ongoing geopolitical risks.
What Are Data Centres?
Data centres quietly power everything from cloud platforms and business software to AI systems and real-time communications.
This article breaks down what data centres actually are, how modern facilities operate across cloud and on-premises environments, and why they have become one of the most important pieces of infrastructure in today’s digital economy.
How Modern Data Centres Work
STOCKS EXPLAINED
EOG Resources doesn’t chase headlines, but it consistently delivers results. Through innovation, discipline, and high-return drilling, EOG Resources has reshaped what a modern oil producer looks like.
Devon Energy has quietly become one of the most efficient and shareholder-focused energy producers in the US. Its blend of shale dominance, capital discipline, and innovative dividends sets it apart in a volatile sector.
Occidental Petroleum is no longer just an oil producer. Backed by Warren Buffett and investing heavily in carbon capture, the company is attempting to redefine what an energy business looks like in a lower-carbon future.
Cyberattacks rarely begin with a headline-grabbing breach. They usually start with small mistakes, and Palo Alto Networks has built its entire platform around stopping those failures before they turn into real damage.
AST SpaceMobile is building a space-based cellular network that connects directly to ordinary smartphones, without new hardware or satellite phones. If it scales successfully, it could redefine how global mobile coverage is delivered.
Trimble doesn’t build consumer tech or chase headlines, but its technology quietly powers construction sites, farms, transport networks, and global infrastructure. This is why Trimble has become one of the most deeply embedded companies shaping the physical world.