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Lockheed Martin, Northrop and other military contractors can benefit from the conflict, which can enhance spending amid already ballooning security budgets, but supply and macro risks linger.

Netflix loses the chance to acquire an entertainment giant and extend its leadership, but the bid came with significant risks and costs, and the stock could benefit from the withdrawal.

Nvidia posted solid results and guidance as hyperscalers continue to invest heavily in AI infrastructure, but rising competition, concentration risks and China remain key challenges.

Shares of Netflix slump 18% this year, but the streaming leader appears well positioned to renew business momentum as technical signals hint at stock rebound potential.

US equities remain fragile, with AI disruption fears, falling Nasdaq momentum and upcoming Fed minutes and Nvidia earnings keeping sentiment cautious despite softer inflation and rising rate-cut hopes.

Broadcom’s post-December pullback has resolved into a bullish breakout, with strengthening technical momentum and accelerating AI chip demand supporting an upside target around 475.

AlphaTrack delivers weekly trading signals and market analysis focused on identifying potential opportunities in trending markets. Each article highlights structured technical setups, key catalysts, and disciplined risk-aware insights designed to support informed trading decisions. With an emphasis on momentum and market structure, AlphaTrack assesses pullbacks within bullish conditions as potential areas of interest, helping traders cut through noise and focus on higher-conviction setups.

Last week Apple beat forecasts on a strong iPhone rebound and lifted guidance. The chart has turned constructive, with bullish EMA crossovers, a trendline break, and RSI holding above 50 supporting improving momentum.

Revenues declined in 2025 following a marked drop in EV sales, yet the company presses ahead with its autonomy ambitions, backed by substantial investment.

The U.S. has cleared Nvidia to sell its H200 chips into China under strict conditions — prioritising domestic supply and tighter security checks — but deliveries are paused as Beijing decides whether to allow them in. Chinese customs officials have reportedly cautioned against purchases, leaving roughly $30 bn of estimated demand in limbo. Nvidia would surrender a 25% revenue cut to Washington under the deal. Markets barely reacted, waiting for…

U.S. stocks enter the 2026 Q4 earnings season after a strong three-year run, but the forces that powered the rally, especially AI enthusiasm and resilient growth, now feel less automatic. Investors are becoming more selective, watching margins, labour costs and rates as the macro backdrop turns patchier and Fed policy uncertainty returns. With tariff noise quiet and banks reporting first, earnings guidance and capital-spending signals may carry more narrative weight…