MARKET RECAP → Stocks closed lower Wednesday off record highs as investors took a breather from the euphoric start of 2026.

🤖 SERVE ROBOTICS BREAKS OUT → Jensen Huang’s CES endorsement reignited Serve Robotics (SERV), with analysts calling it a top physical-AI play and flagging nearly 100% upside as its autonomous delivery fleet scales nationwide.

🛢️ VENEZUELA OIL FLOW RESTARTS → U.S. will import Venezuelan oil on an ongoing basis and ease sanctions, signaling a dramatic pivot in energy and foreign policy with market and geopolitical ripples.

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For the week beginning January 05, 2026

🤖 Jensen Huang’s shoutout lit the fuse. Nvidia (NVDA) CEO Jensen Huang publicly praised Serve Robotics (SERV) at CES 2026, calling out its autonomous delivery robot during his keynote — a rare, high-signal endorsement from the most influential executive in AI hardware. The comment reignited investor focus on Serve as a physical AI pure play.

📈 Analysts see nearly 2× upside. Northland Capital Markets reiterated an outperform rating, calling SERV one of its top 2026 picks with a $26 price target — implying ~98% upside. Bulls argue Serve’s “virtual driver” software delivers strong ROI in real-world environments, making it one of the most compelling physical-AI bets on the market.

🚚 Scale is finally showing up. Serve has deployed over 2,000 autonomous robots across major U.S. cities via Uber Eats (UBER) and DoorDash (DASH), creating the largest sidewalk delivery fleet in the country. Despite extreme volatility tied to Nvidia’s past stake changes, multiple firms now see 2026 as a revenue and margin inflection year driven by fleet expansion, data leverage, and autonomy upgrades.

🛢️ Oil sales to U.S. now indefinite: Sources close to the White House tell CNBC that the United States plans to buy Venezuelan crude oil indefinitely, starting with an initial tranche of 30 – 50 million barrels and rolling back select sanctions to make it happen. This marks a major shift in U.S. energy and foreign policy toward Venezuela after years of blockade and sanctions.

🇻🇪 Sanctions easing part of a broader strategy: Under the emerging agreement, U.S. sanctions on Venezuela will be selectively reduced to facilitate oil exports that formerly flowed to China, re-route them to U.S. refiners, and deposit sales revenue into U.S.-controlled accounts. Energy officials believe controlling oil flows gives Washington leverage to influence broader political and economic outcomes in Venezuela.

📉 Market & geopolitical impact: The announcement has already reverberated across markets, with crude prices reacting to the prospect of renewed Venezuelan supply. The move also raises geopolitical tensions, including criticism from China and concerns over legal and regulatory frameworks governing the oil sector’s re-engagement.

Alaska Airlines buys more than 100 Boeing jets in carrier’s biggest order ever (CNBC)

Netflix co-CEO says he reads this book ‘over and over’—it’s ‘the most powerful leadership story I’ve ever read’ (CNBC)

Why Trump wants Greenland — and what makes it so important for national security (CNBC)

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