"The markets remain fixated on the AI trade, with technology stocks attempting a shot at leadership out of the gate today. Tech is lifting the Nasdaq Composite and S&P 500 higher while the Dow Jones Industrial Average is under slight pressure. Sectors of the economy are mixed, with tech out front while financials are a drag."
"Tesla (Rivian ( Nasdaq: TSLA) wrapped up Q4 2025 with vehicle deliveries that came in just shy of Wall Street forecasts. The company delivered 418,227 electric vehicles in the period, slightly under expectations of roughly 423,000 units. Meanwhile, EV rival Nasdaq: RIVN) completed deliveries of 9, 745 vehicles during Q4, buoying its 2025 deliveries total to 42,247 EVs."
"Bernstein analysts have Bernstein placed Taiwan Semiconductor (TSMC) stock atop its "top pick" rankings, saying it's strategically poised to benefit from demand in the AI revolution. Morgan Stanley analysts are turning more bullish on Micron Technology ( Nasdaq: MU) stock. They argue that the 2026 memory market is tightening up, not loosening, as manufacturing constraints run headfirst into robust demand."
Markets are focused on the AI trade as technology stocks push the Nasdaq Composite and S&P 500 higher while the Dow Jones Industrial Average sits slightly lower. Technology leads gains while financials weigh on performance across sectors. Tesla delivered 418,227 vehicles in Q4 2025, marginally below expectations of about 423,000, while Rivian delivered 9,745 vehicles in Q4 and reached 42,247 EVs for 2025. Analysts favor several chip names: Bernstein places Taiwan Semiconductor (TSMC) atop picks, Morgan Stanley turns more bullish on Micron amid a tightening 2026 memory market, and Nvidia, CoreWeave, and Applied Materials draw positive attention.
Read at 24/7 Wall St.
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