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This earnings season is a chance for AI hyperscalers to get their mojo back

Which restaurant chains are winning?

AI has given public markets the software scaries... and it’s spreading to private markets

PlusAI CEO David Liu on the future of autonomous driving 

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This Week

📈This week’s tech earnings

Picture of Elon Musk at Davos World Economic Forum

Tesla surges after Musk goes to Davos and the market likes what he has to say

Report: Everyone jumping in, sources say water feels great

Paramount is doing everything except the one thing that could give its Warner Bros. bid a chance of success

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Friday

🚕 Tesla Robotaxis go it alone

Change in share price for select memory chip-related stocks since end of August. [CHART]

Inside Sandisk’s transformation from thumb drive dinosaur to the hottest trade in AI

Two charts that show why Amazon is building a giant physical store

The Best Thing We Read Today

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Today's Events

🦖 From dinosaur to hottest AI trade 

Greenland protestors with sign: Greenland is not for sale!

2026-01-21 CMEGroup Promotion

Presented by CME

Stocks slide as Trump doubles down on Greenland ambitions despite European pushback

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Why More ETF Traders Are Learning Futures

Bitcoin, one year after Trump’s second inauguration

🇬🇱 When green = red

% change in IVG ETF vs SPY ETF, Jan 2025 - Jan 2026 Chart

2026-01-20 NasdaqPromotion

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How Claude Code “is the ChatGPT moment repeated” — and why that’s awful news for software stocks

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Democratizing innovation: Nasdaq x CME

Stories We're Watching

☁️ Claude cover 

Cartoon of man and woman riding a dollar magic carpet 

Retail traders just poured the most money into the stock market since the post-tariff bottom

OpenAI’s Sora 2 started off scorching hot, but it’s cooled off quickly 

🚲 Retail rides again 

Big Pharma enters 2026 with an appetite for deals

Meet the AI-powered, humanoid robots hoping to be your new roommates

Chart Of The Day

💊 Big Pharma’s big appetite

Delta premium ticket products vs general ticket revenue chart

Delta, the K-shaped airline

President Trump calls for tech giants to “pay their own way” on energy

✈️ Delta K’s it 

Siri conversation on a phone screen in hand

Apple selects Google’s Gemini to power Siri

The average credit card interest rate is 21%. The president wants to cap that at 10%. 

Snacks Shots 

🪛 Can Google fix Siri?  

A major test of AI regulation is on the horizon, as the United Kingdom assesses Grok to figure out if Elon Musk has finally gone too far

This Week's Events

🙅 Block Grok? 