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Source document· January 12, 2026

Stocks Recover as Data Storage Companies and Chip Makers Rally

View original at nasdaq.com
Stocks Recover as Data Storage Companies and Chip Makers Rally The S&P 500 Index ($SPX) (SPY) on Monday closed up +0.16%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +0.17%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.08%…
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  • The Fed had been served grand jury subpoenas from the Justice Department late last Friday, threatening a criminal indictment related to his June congressional testimony on ongoing renovations of the Fed's headquarters

    80% confidence
  • The threat of criminal charges is a consequence of the Federal Reserve setting interest rates based on our best assessment of what will serve the public, rather than the preferences of the president

    80% confidence
  • Upgraded Albemarle stock to sector outperform from sector perform with a price target of $200

    80% confidence
  • Senate committee investigating UnitedHealth found it deployed aggressive tactics to collect payment-boosting diagnoses for its Medicare Advantage members

    80% confidence
  • Upgraded Amphenol stock to overweight from equal weight, with a price target of $156

    80% confidence
  • Upgraded Comcast stock to buy from neutral with a price target of $37

    80% confidence
  • Q3 preliminary revenue of $1.26 billion

    80% confidence
  • 2026 net revenue forecast of $1.055 billion to $1.1185 billion

    80% confidence
  • Downgraded Insulet stock to underweight from equal weight with a price target of $274

    80% confidence
  • Upgraded Palantir Technologies stock to buy from neutral with a price target of $235

    80% confidence
  • Excluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by +4.6%

    80% confidence
  • Credit-card lenders would be in violation of the law if they don't cap interest rates at 10% for one year

    80% confidence
  • S&P earnings growth is expected to climb by +8.4% in Q4

    80% confidence
  • Downgraded SLM Corp stock to underweight from neutral with a price target of $25

    80% confidence
  • Double-upgraded Akamai Technologies stock to overweight from underweight with a price target of $115

    80% confidence
  • Preliminary Q4 sales of Amvuttra of $827 million

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
We flag conflicts openly ›
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Stocks Recover as Data Storage Companies and Chip Makers Rally — Source | Via News | Finance Via News