In today's episode, Home Depot stumbled with its first earnings miss on both revenue and profit since 2014, setting a cautious tone as Lowe's, Target, and Walmart prepare to report this week amid scrutiny over consumer spending strength. Intel shares jumped 5% on news of a $2 billion SoftBank investment at $23 per share, providing a financial lifeline as the chipmaker faces potential government involvement and leadership tensions. Palo Alto Networks surged over 6% after beating fourth-quarter estimates and raising guidance, though founder and CTO Nir Zuk announced his retirement from the cybersecurity giant. OpenAI CEO Sam Altman issued stark warnings about China's AI capabilities, particularly in inference capacity, challenging assumptions about U.S. export control effectiveness. Apple is ramping up iPhone production across five Indian factories while committing $100 billion to U.S. manufacturing as part of its China diversification strategy. GoodRx shares rocketed 37% on plans to offer Ozempic and Wegovy at $499 monthly, disrupting the high-priced GLP-1 market. Meanwhile, Air Canada suspended financial guidance as a flight attendant strike disrupts operations, and NBC rebranded MSNBC as "MS NOW," removing all NBC branding ahead of a potential sale.
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