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While full-year 2026 revenue guidance came in below consensus, EPS guidance for both Q1 and the full year topped expectations.

Data on Stocktwits showed retail sentiment is leaning ‘bearish’ on SPY and QQQ.

The repositioning mirrors market performance trends, with Rivian outperforming both Tesla and Nio over the past 12 months.

Rivian said the "complexity" of rolling out the lower-priced SUV will hurt gross profit in early 2026 before becoming a tailwind later in the year.

The comments come as ImmunityBio pushes for broader global access to Anktiva across indications.

Traders pointing to the low post-merger float, technical setups, and comparisons to quantum peers as reasons for optimism heading into the NYSE debut.

Wall Street has grown increasingly optimistic ahead of the readout, with analysts pointing to a potential blockbuster opportunity in wet AMD.

However, the CEO warned that production will start very slowly due to an S-curve ramp.

Focus turns to Fed meeting minutes on Wednesday, the core PCE inflation report on Friday, and major earnings throughout the week.

Lockheed Martin shares have rallied heavily this year, boosted by missile contracts and strong earnings.

The company announced positive crushing results from its U.S. GLASO safflower platform, confirming GLA concentrations of about 45%.

The company announced the acquisition of ad-tech firm IndiCue for up to $40 million in total consideration.

Ondas’ unit Airobotics won a multimillion-dollar order from a European customer for its Iron Drone Raider counter-unmanned aircraft system.

The company announced pricing for a $12 million public offering at an 8% discount to Thursday’s close.

Brokerages turned bullish after the company issued a stronger-than-expected second-quarter earnings outlook and reported record quarterly revenue from its DRAM segment.

Deutsche Bank and UBS upgraded the stock, noting a favourable near-term risk-reward profile after its fourth-quarter results.

Data on Stocktwits showed retail traders remained bearish on SPY and ‘extremely bearish’ on QQQ.

Tigress called Tesla a “multi-layered physical AI platform,” driven by FSD subscriptions, robotaxi ambitions, and Optimus robots.

Shares fell 7% on Thursday, extending the selloff to a third straight session and pushing losses to more than 12% over the past three trading days.

Stockholders also approved the domestication to Delaware and a planned NYSE listing under the ticker INFQ.

The company also guided 2026 gross margin of about 63%, plus or minus 50 basis points, and free cash flow of $40 million-$50 million.

The company ended 2025 with $706 million in cash, which it said is enough to fund ongoing Phase 3 trials and maintenance data readouts.

R2 is expected to become the majority of the company’s vehicle volume by the end of 2027.

Among the key catalysts for Friday is the release of U.S. January consumer price index data.

SMX’s reverse share split will become effective on February 17.

The company cancelled a previously planned $50 million financing tied to an amended merger agreement with flyExclusive.

The electric vehicle maker’s retail sales in January stood at 18,485 vehicles, its lowest monthly figure since November 2022.

The company disclosed an ongoing internal investigation into certain accounting practices and controls, primarily on revenue recognition for fiscal years 2023 through 2025.

Soybean futures jumped to more than two-month highs on reports that the U.S. and China could extend their current “trade truce” by up to one year.

The FDA meeting minutes suggest INmune Bio’s late-stage Alzheimer’s trial design is on track.

The company announced a strategic partnership with BitMart to introduce a virtual prepaid card.

Benchmark expects Q4 revenue of $1.27 billion with a narrower loss than consensus.

Retail chatter on Stocktwits shows that sentiment remains deeply bearish on SPY and QQQ.

Several Wall Street firms have raised price targets on Applied Materials ahead of earnings, with targets implying upsides in the range of 7% to 25% from the stock’s last close.

The company also named DHL as its logistics partner for aftermarket services across Northwestern Europe.

The stock is on track to record its best day since December 2024 if the overnight gains hold.

A broader AI-driven selloff in software stocks pressured firms like Salesforce, ServiceNow, Microsoft, Snowflake, and Palantir.

Barclays trimmed roughly 1.2 million shares on Wednesday and dropped below the 5% reporting threshold.

Among the catalysts for Thursday are U.S. initial jobless claims, the existing home sales report, and remarks from Federal Reserve Governor Stephen Miran.

The company announced a financing agreement with consumer energy platform Palmetto to support residential solar deployments beginning in 2026.

The company announced that it would not appeal Nasdaq’s decision to delist its shares.

CEO Rick Wurster said that AI should be viewed as a supportive tool rather than a replacement for human expertise, according to an interview with Bloomberg on Wednesday.

Spot silver prices jumped 6.5% to $86 an ounce while spot gold gained 1.8% to $5,113.6 per ounce at the time of writing.

Kraft Heinz said it was pausing work on its planned separation after reporting a dip in fourth-quarter revenue and a near 70% slump in net profit.

The company announced positive top-line results from its Phase 2 VALIANT trial evaluating Verekitug in adults with severe asthma.

Ribo will receive $60 million upfront, with potential milestone payments reaching $4.4 billion, plus royalties on future sales.

Retail chatter on Stocktwits shows that sentiment remains deeply bearish on SPY and QQQ.

Deutsche Bank and Canaccord cut price targets on HIMS but pointed to 70%-80% upside from current levels.

The carmaker guided to a broadly in-line 2026 EBIT of $8 billion-$10 billion, led by strength in commercial vehicles.

The move allows traders to own a stake in mega-cap firms like Nvidia, Tesla, Meta and Alphabet, without owning the underlying shares.