News

Taiwan Semiconductor Manufacturing Co encountered significant market instability following political developments, with its stock declining close to 15% year-to-date as Trump assumed office. The company announced an incremental $100 billion investment plan in the U.S. and additional fabs, amidst speculations about its strategic moves related to rival Intel and domestic versus international commitments.

PayPal stock is facing technical headwinds, with key indicators suggesting a bearish trend and a potential "Death Cross." However, analysts at Mizuho remain optimistic about the company's long-term prospects, citing growth potential in Pay with Venmo and strategic initiatives aimed at boosting transaction margins and user experience.

President Trump is set to announce new tariffs on April 2, a day he has dubbed "Liberation Day," with the goal of strengthening the U.S. economy and promoting domestic manufacturing. The proposed tariffs could encourage companies to shift production back to the United States, potentially benefiting major firms like Caterpillar, Rockwell Automation, Eaton Corporation, and Fastenal.

nCino reported fourth-quarter earnings of 12 cents per share, falling short of the 19 cents anticipated by analysts, while its quarterly revenue reached $141.37 million, surpassing both estimates and last year’s performance. The company also announced a stock repurchase program and provided guidance for a modest first-quarter revenue range and lower-than-expected adjusted EPS, reflecting cautious outlooks for fiscal 2026.

Tesla is expected to report disappointing first-quarter delivery numbers, with analyst Gene Munster predicting a decline of 8% year-over-year. Despite near-term challenges, Munster remains optimistic about Tesla's long-term prospects due to its "physical AI" competitive advantage and strong cash position.