JPMorgan Chase & Co. wrapped up 2025 with a fourth-quarter report that underscored its earnings power and balance-sheet strength, beating consensus on most key measures and reinforcing its role as the bellwether of the U.S. banking sector.

Alphabet’s stock surge this week was not about a single product launch or earnings beat. Instead, investors appear to be reassessing Google’s long-term position in artificial intelligence, pushing the company’s valuation above the $4 trillion mark and placing it among the most valuable corporations ever traded.

Alphabet’s stock is quietly putting together one of the strongest runs in its public market history, even as attention across Wall Street remains fixed on flashier AI names and short-term macro risks.

Asia’s technology sector has started 2026 with strong momentum, as investors increasingly rotate toward the region’s chipmakers, hardware suppliers, and AI-focused companies.

Taiwan Semiconductor Manufacturing Co. has delivered a stronger-than-expected finish to the year, offering fresh evidence that global demand for artificial intelligence infrastructure remains robust despite growing investor skepticism.

Alphabet has overtaken Apple in market capitalization, marking the first time since 2019 that Google’s parent company has moved ahead of the iPhone maker in the global rankings.

The surge in gold and silver prices has quietly reshaped how mining companies finance themselves - and the biggest beneficiaries have not been the industry’s giants.

The AI trade is no longer moving as a single theme. As capital rotates into companies that control physical bottlenecks such as power, compute capacity, cooling, and automation, performance across AI-linked equities is diverging sharply.

Japan’s equity market is extending its momentum into the new year, with the Nikkei 225 breaking into uncharted territory as global risk appetite strengthens and energy-linked stocks take the lead.

A sharp reset in U.S. equities may be closer than most investors expect, according to veteran trader and strategist Todd Horwitz.

Nvidia’s shareholder structure highlights just how concentrated ownership has become as the company cements its position at the center of the global AI boom.

A new set of market charts from JPMorgan’s latest Eye on the Market report highlights how structural advantages in US technology are becoming more entrenched, even as global risks around AI infrastructure and semiconductor supply chains intensify.