Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz
25 January 2026
68 mins read

Stock Market Today 25.01.2026


LIVEMarkets rolling coverageStarted: Updated:

Soybeans Rise 5-6 Cents Amid Strong Export Sales Data

January 25, 2026, 3:15 AM EST. Soybeans futures jumped 5 to 6 cents across contracts on Friday, with the national average cash price up 5.5 cents to $9.99 ½. Soymeal futures increased $2.50 to $3.30 per ton, while soy oil futures gained 30 to 35 points. The gains followed strong export sales data showing a marketing year high of 2.45 million metric tons (MMT) for soybeans in the week of Jan. 15, surpassing expectations and marking an 18.6% rise from last week and a nearly 64% increase year-over-year. Soybean meal sales also hit the upper range of estimates at 412,671 MT, while soybean oil sales were moderate. Traders reacted to robust demand signals amid ongoing market tightness.

Corn Futures Rise as Export Sales Hit Highest Since 1991

January 25, 2026, 3:04 AM EST. Corn futures climbed 5 to 7 cents midday Friday following a strong U.S. Export Sales report. The USDA revealed corn bookings at 4.01 million metric tons, the biggest weekly total since 1991 when excluding China and prior shutdowns. This figure more than doubled last year's sales for the same week and exceeded estimates of 1.9 to 3.1 million metric tons. The national average cash corn price rose 6.75 cents to $3.94 1/2. March, May, and July corn futures all advanced, reflecting robust demand from international buyers taking advantage of last week's dip. The surge highlights renewed global appetite for U.S. corn amid tightening supplies.

SGX Shares Rise on Board-Lot Reduction Proposal Ahead of Feb 5 Earnings

January 25, 2026, 3:01 AM EST. Shares of Singapore Exchange Ltd (SGX) climbed 1.27% to S$17.52 following a proposal by SGX RegCo to reduce the minimum board lot sizes for higher-priced stocks, easing access for retail investors. The plan could lower the minimum trade size from 100 to 10 units for stocks priced S$10-S$100, and to a single unit for those above S$100. Feedback is open until Feb 13, with potential rollout mid-2026. Analysts welcome the move for boosting liquidity and turnover but warn of possible market fragmentation. Investors also eye SGX's 1H FY2026 results due Feb 5 and its efforts to deepen cross-market ties with Chinese exchanges and Nasdaq.

Singapore Airlines Shares Face Pressure After New York Flight Cancellations Amid US Snowstorm

January 25, 2026, 3:00 AM EST. Singapore Airlines Ltd shares opened Monday trading amid uncertainty following the cancellation of 10 flights to and from New York due to Winter Storm Fern, which has caused over 3,200 U.S. flight cancellations. The stock ended last week slightly up but has fallen nearly 15% over six months. Airlines face increased costs and reduced capacity when rerouting is required. The impact on Singapore Airlines' broader network and financials remains unclear, with the company yet to estimate losses from disruptions. Market watchers will monitor jet fuel prices and travel advisories closely, given recent profit pressures and Air India stake losses.

iShares ESG Aware Canadian Aggregate Bond ETF (XSAB) Trading Update and Signals

January 25, 2026, 2:59 AM EST. On January 25, 2026, updated AI-generated trading signals for iShares ESG Aware Canadian Aggregate Bond Index ETF (XSAB:CA) showed weak near-term ratings and neutral mid- to long-term outlooks. Traders are advised to consider short positions near 18.21 with a stop loss at 18.30. No long-term trading plans were suggested. This ETF focuses on environmentally and socially responsible bonds in Canada, highlighting shifting investor sentiment amid evolving market dynamics.

Global Sugar Output Rises, Pressuring Prices

January 25, 2026, 2:49 AM EST.Global sugar prices slipped, with March New York World Sugar #11 down 1.47% and March London ICE white sugar dropping 1.57%. Higher sugar production in Brazil and India is weighing on prices. Brazil's 2025-26 Center-South sugar output rose 0.9% to 40.222 million metric tons (MMT), with a higher cane crushing ratio. India's sugar output surged 22% year-on-year to 15.9 MMT by mid-January, prompting the India Sugar Mill Association to raise 2025-26 production estimates to 31 MMT. India also cut ethanol sugar use forecasts, potentially enabling larger exports amidst government plans to ease export quotas. Analysts anticipate a global sugar surplus of 4.7 MMT for 2025-26, pressuring prices, though the surplus is expected to shrink in 2026-27. The International Sugar Organization forecasts a 1.625 MMT surplus, driven by strong production from India, Thailand, and Pakistan.

American Tower (AMT) Stock Undervalued Amid REIT Concerns, DCF Model Shows Potential Long-Term Value

January 25, 2026, 2:45 AM EST. American Tower's stock closed at $178.75, down 2.6% over the past week and yielding near-zero returns over the last year. The company, operating in the specialized REIT sector focused on communications infrastructure, faces investor scrutiny due to interest rate sensitivity but is seen as more resilient than other real estate sectors. A Discounted Cash Flow (DCF) analysis projects intrinsic value at $266.07 per share, suggesting American Tower is undervalued by approximately 32.8%. With free cash flow expected to grow from $4.93 billion in the last twelve months to $6.82 billion by 2030, the stock offers long-term value potential despite recent price declines. Investors should consider the firm's strong valuation metrics amid sector volatility.

Analysts Update VAALCO Energy (EGY) Price Target, Indicating Shift in Market Sentiment

January 25, 2026, 2:44 AM EST. Analysts have revised their price target for VAALCO Energy (NYSE: EGY), signaling changing expectations for the energy producer. Though the exact new target was not disclosed, this reassessment highlights a shift in how the stock is viewed amidst evolving production and sector conditions. Investors are advised to monitor future target updates and compare them with financial metrics like earnings and cash flow to gauge valuation changes. VAALCO shareholders should revisit their investment theses considering these developments. Platforms like Simply Wall St provide tools and community insights allowing investors to track fair value estimates against the current price, supporting informed decisions amid market fluctuations.

Keppel shares rise ahead of Feb 5 earnings on Bifrost telco deal optimism

January 25, 2026, 2:43 AM EST. Keppel Ltd shares closed 1.2% higher at S$11.02 on Friday, buoyed by a binding term sheet for a 25-year deal with a global telecom on its Bifrost subsea cable system. The contract grants exclusive long-term network access, marking a shift towards infrastructure assets amid rising AI-driven data demand. While the term sheet is not yet finalized, investors now await potential follow-on agreements and the group's full-year 2025 earnings on Feb 5. Market sentiment is also influenced by regional risk appetite following the Bank of Japan's steady rates decision. Keppel's stock direction on Monday hinges on Bifrost's ongoing monetisation updates and broader market trends.

CapitaLand Investment Shares Close Near Peak Ahead of Fed Meeting and Key Earnings

January 25, 2026, 2:42 AM EST. CapitaLand Investment Limited (SGX:9CI) shares ended Friday at S$3.05, up 1.7%, just below their 52-week high. The stock traded between S$3.02 and S$3.06 on 16.6 million shares amid strong real estate sector interest. Investors face key events including the U.S. Federal Reserve meeting on Jan. 27-28, which could impact bond yields and rate-sensitive real estate stocks such as CapitaLand. The firm manages S$117 billion in assets and awaits earnings reports from its trusts, with CapitaLand Malaysia Trust due Jan. 28 and CapitaLand Ascott Trust Jan. 29. Full-year results follow Feb. 11. Rising bond yields or political risks could weigh on share price momentum, while stable rents and fundraising figures will be closely watched.

Lloyds Banking Group: Assessing Value After a Robust Five-Year Rally

January 25, 2026, 2:30 AM EST. Lloyds Banking Group (LSE:LLOY) has surged 288.1% over five years but currently trades at £1.02, showing mixed short-term returns. The bank's valuation score stands low at 2 out of 6 by Simply Wall St, reflecting caution amid the UK economic landscape. However, an Excess Returns model, assessing profit against shareholder required returns, suggests Lloyds is undervalued by about 37.4%, with an intrinsic value estimate near £1.63 per share. Analysts base this on stable book value and earnings per share projections implying a 13.98% return on equity. Investors weigh potential upside against banking sector risks amid domestic exposure and growth expectations. Lloyds' price-to-earnings ratio remains a key metric for market sentiment toward its future earnings potential.

Compass Group Delivers 86% Total Return Over Five Years Despite Recent Slump

January 25, 2026, 2:29 AM EST. Compass Group PLC (LON:CPG) shareholders have earned a notable 86% total shareholder return (TSR) over five years, outperforming its 71% share price increase and the market's 75% rise over the same period. The TSR accounts for dividends reinvested, highlighting their importance in boosting returns. Despite a 15% share price drop in the last quarter, the company has delivered 60% annual earnings per share (EPS) growth over five years, far outpacing the 11% annual share price gain, suggesting market pessimism. Insider buying recently signals confidence, while long-term shareholders realize about a 13% annual gain. The recent pullback may present an opportunity if growth fundamentals hold steady.

Halma (LON:HLMA) Delivers 76% Total Return Over Three Years

January 25, 2026, 2:28 AM EST. Halma plc's (LON:HLMA) shares rose 72% over the past three years, significantly outperforming the approximate 27% market gain excluding dividends. Including dividends, Halma's total shareholder return (TSR) reached 76%, boosted by stable dividend payments. Annual earnings per share (EPS) grew 16%, while share price gains averaged 20%, indicating increased investor confidence and market re-rating. Despite a slower 26% return in the 12 months to January 2026, Halma's performance remains solid compared to the 9% five-year TSR. Analysts will watch future revenue growth potential closely. Insider activity could further illuminate confidence levels. Halma's mix of EPS growth and dividends makes it a stock worth monitoring for long-term investors seeking outperformance beyond average market returns.

DEUTZ Aktiengesellschaft Estimated Intrinsic Value 41% Above Current Share Price

January 25, 2026, 2:27 AM EST. DEUTZ Aktiengesellschaft (ETR:DEZ) is estimated to be 29% undervalued with a fair value of €15.63 versus its current share price of €11.07. The intrinsic value was calculated using a 2-stage Discounted Cash Flow (DCF) model, forecasting future free cash flows and discounting them at a cost of equity of 6.6%. Analysts' average price target stands at €11.22, notably below this intrinsic valuation. The DCF captures growth slowing over time, with projected levered free cash flow rising from €110.3m in 2026 to €139.3m in 2035. Beyond year 10, terminal value is calculated using a growth rate linked to a 1.6% 10-year government bond yield, reinforcing a total intrinsic value around 41% above the current market price.

Is Hafnia (OB:HAFNI) Stock Still Undervalued After Multi-Year Gains?

January 25, 2026, 2:12 AM EST. Hafnia's stock (NOK 56.88) has soared over recent years, gaining 77.1% in three years. Despite strong past returns, a Discounted Cash Flow (DCF) model values the share much higher at NOK 198.18, implying a 71.3% undervaluation. The DCF model, which estimates future cash flows and discounts them to present value, suggests a significant gap between Hafnia's current price and its intrinsic worth. Investors watch closely as this oil and shipping firm's valuation score is 5 out of 6, indicating favorable metrics. This raises questions about whether it's late to buy or still an opportunity amid ongoing energy and market shifts.

Dollar Dips to 3.5-Month Low as Precious Metals Soar

January 25, 2026, 2:11 AM EST. The dollar index slid to a 3.5-month low, down 0.82%, pressured by yen strength fueled by possible Japanese government intervention in forex markets. The British pound hit a 4-month peak on robust UK economic data, further weighing on the dollar. Despite an upward revision in U.S. consumer sentiment to a 5-month high, and steady manufacturing PMI numbers, the dollar struggled. Expectations for Federal Reserve rate cuts in 2026 and increased liquidity via $40 billion monthly T-bill purchases pressured the currency. Market bets on a Fed rate cut next week remain low at 3%. The euro rose 0.6% to a 4-month high, boosted by stronger Eurozone manufacturing PMI data. Meanwhile, the USD/JPY pair dropped 1.67%, reflecting yen volatility amid intervention speculation.

SoftBank Acquisition of DigitalBridge Sparks Valuation and Shareholder Payout Scrutiny

January 25, 2026, 1:56 AM EST. DigitalBridge Group (NYSE:DBRG) agreed to a cash acquisition by SoftBank, prompting third-party probes into shareholder compensation adequacy and disclosure transparency. The deal raises issues about the valuation of digital infrastructure assets, a sector blending data centers, networking, and communications. Questions persist on the lack of competing bids and fair value reflection in SoftBank's offer. Shares trade near analyst targets but flagged as significantly overvalued, highlighting risks amid deal negotiations. Investor focus turns to deal terms, regulatory updates, and market reaction as scrutiny intensifies, potentially influencing perceptions of digital infrastructure buyouts broadly.

Selective Insurance Group (SIGI) Valuation Edges Slightly Above Market Amid Weaker Shares

January 25, 2026, 1:42 AM EST. Selective Insurance Group (SIGI) shares have softened, down about 5% over the past month and 12% over the past year, despite the company reporting a strong annual revenue of $5.23 billion and net income of $397.5 million. The stock currently trades near $80.07, slightly below the consensus fair value estimate of $81.50. Analysts cite concerns over higher commercial auto reserve risks and slower premium growth, which have led to a downward revision of the price target to $81.50. Although SIGI shows positive revenue and earnings growth, momentum has faded recently. Investors should weigh these risks against the company's fundamentals and growth outlook when evaluating the stock's valuation.

Caterpillar Shares Look Overvalued After Strong Rally, DCF Suggests

January 25, 2026, 1:41 AM EST. Caterpillar's (CAT) shares surged 55.8% over the past year, closing at US$626.62, but recent declines and valuation metrics raise caution. A Discounted Cash Flow (DCF) model values CAT around US$500.19, indicating the stock trades about 25% above intrinsic value. Its price-to-earnings (P/E) ratio of 31.62x surpasses industry and peer averages, suggesting the shares may be expensive amid strong growth expectations. Investors should weigh Caterpillar's position as a barometer for construction and infrastructure trends against its elevated valuation before investing.

Crude Oil Hits One-Week High on Dollar Drop and Geopolitical Tensions

January 25, 2026, 1:13 AM EST. Crude oil prices rallied sharply on Friday, with March WTI crude climbing 2.88% to a one-week high. The dollar index fell to a 3.5-month low, easing pressure on energy costs. Geopolitical risks intensified after Russia dismissed prospects for peace in Ukraine, maintaining supply restrictions. Meanwhile, U.S. President Trump threatened military action against Iran amid protests and warned of curbs on dollar supply for Iraqi oil sales, further tightening market sentiment. Supply disruptions in Kazakhstan due to power outages and drone strikes also helped support prices. The International Energy Agency lowered its 2026 global crude surplus forecast, while U.S. production estimates rose slightly. These factors collectively underpin the bullish momentum in oil markets amid ongoing global uncertainties.

Micron Technology Set to Lead AI Memory Market Growth in 2026

January 25, 2026, 1:12 AM EST. Micron Technology (MU) is capitalizing on a significant supply-demand imbalance in the high-bandwidth memory (HBM) market, critical for AI processing. The chipmaker reported a 57% year-over-year revenue increase to $13.6 billion in Q1 fiscal 2026, with gross margins nearing 57% and projections to expand to 68%. Micron is sold out through 2026, underscoring strong demand. The HBM market is forecasted to grow at a 40% compound annual growth rate, potentially reaching $100 billion by 2028. Despite a 38% year-to-date stock rise, Micron's forward P/E ratio around 12 suggests the stock remains fairly valued amid industry averages in the mid-20s. Risks include potential AI adoption slowdowns, but Micron's expansion plans seek to mitigate supply constraints. Investors should watch Micron for further growth opportunities in AI memory.

Boss Energy Chair Steps Down Amid Valuation Concerns and Share Price Momentum

January 25, 2026, 1:11 AM EST. Boss Energy (ASX:BOE) sees long-serving Chair Wyatt Buck step down, staying as Non Executive Director while a new Chair is sought by mid-2026. The move coincides with a 32.62% surge in 30-day share price, despite a 41.01% decline over one year and mixed recent returns. Valuation remains contentious: Boss trades at a premium price-to-sales (P/S) ratio of 10.3x versus industry average of 9.5x and a fair P/S estimate of 0.7x, signaling overvaluation amid losses of A$34.168 million. However, discounted cash flow (DCF) analysis suggests intrinsic value at A$4.50 per share, roughly 58% above current price. Investors weigh gap between market optimism and present financial strain amid ongoing development of Honeymoon uranium project in South Australia.

HLPR Stock Analysis and Long-Term Trading Signals for January 2026

January 25, 2026, 1:10 AM EST. The Global X Laddered Canadian Preferred Share Index Corporate Class ETF (HLPR:CA) shows strong long-term potential with a current buy recommendation near 30.14 Canadian dollars and a stop loss at 29.99. Short positions are not advised at this time. AI-generated signals rate the near and mid-term outlook as weak but signal strength over the long term. Investors should monitor the ETF's performance closely, especially given recent updated analysis from Stock Traders Daily as of January 25, 2026.

Standard Bank Group (JSE:SBK) Faces Shifting Analyst Price Targets Amid Uncertainty

January 25, 2026, 12:55 AM EST. The recent change in analyst price targets for Standard Bank Group (JSE:SBK) highlights a shifting view of the bank's risk and reward profile. No new target price was disclosed, prompting investors to reassess fundamentals such as earnings resilience, capital strength, and dividend sustainability. Without a specific fair value number, reliance on a single reference price is risky. Investors are encouraged to compare multiple independent research sources and review valuation metrics like price-to-earnings (P/E) and price-to-book (P/B) ratios. Simply Wall St's community narratives offer an evolving look at how investor sentiment and valuations adjust with fresh data, enabling stakeholders to track the story in real-time rather than react after market moves.

Is Madrigal Pharmaceuticals (MDGL) Undervalued After Recent Price Drop?

January 25, 2026, 12:54 AM EST. Madrigal Pharmaceuticals (MDGL) shares have seen a 46.4% gain over the past year but dropped nearly 20% year-to-date amid regulatory and clinical developments. Recent pullbacks reflect market reassessment of risks. A Discounted Cash Flow (DCF) analysis estimates the stock's intrinsic value at about $1,834 per share, suggesting it is roughly 74% undervalued against its current $480 price. The DCF model projects Madrigal's free cash flow turning positive and growing to $1.78 billion by 2030. For early-stage pharmaceutical companies like Madrigal, the Price to Sales (P/S) ratio is also a key valuation metric due to ongoing investment-driven losses. Investors should weigh these valuation insights amidst the biotech sector's volatility and Madrigal's development pipeline progress.

Rolls-Royce Joins UK-China Delegation Amid Valuation Concerns

January 25, 2026, 12:38 AM EST. Rolls-Royce Holdings (LSE:RR.) joined a UK business delegation to China led by Prime Minister Sir Keir Starmer, marking the first senior visit since 2018. Shares traded at £12.53, slightly above the £12.42 analyst target, with valuation flagged about 27% overestimated by Simply Wall St. The stock has seen strong gains over multi-year periods, including over 100% in one year, but recent short-term returns are mixed. Investors watch for potential outcomes from the trip focusing on aerospace and energy cooperation, which could impact Rolls-Royce's global exposure and sentiment. Lack of tangible progress might cool enthusiasm amid already high valuations.

Senator Mark R. Warner Earns $2.4M in Stock Market; Net Worth Reaches $204.6M

January 25, 2026, 12:27 AM EST. Senator Mark R. Warner made an estimated $2.4 million from the stock market last month, according to live data from Quiver Quantitative. His total net worth is estimated at $204.6 million as of January 25, 2026, ranking him 9th wealthiest in Congress. Warner holds roughly $105.1 million in publicly traded assets with traded volumes totaling up to $97.9 million parsed from STOCK Act filings. His recent trades include significant sales of Charter Communications, ExxonMobil, and others, showing mixed stock performances. Besides investing, Warner filed multiple bills in 2025, including legislation for wage credits to child care providers and veterans' relief. His Q3 2025 fundraising disclosed $2.2 million, mostly from individual donors, with cash on hand at $11.8 million. Net worth figures are estimates and may vary.

Senator David McCormick Loses $133.5K in Stock Market Amid $174.8M Net Worth

January 25, 2026, 12:26 AM EST. Senator David McCormick's net worth is estimated at $174.8 million, ranking 10th highest in Congress, according to Quiver Quantitative. Last month, he suffered an estimated $133,500 loss in the stock market. McCormick holds about $9.2 million in publicly traded assets tracked live by Quiver. His trading history includes significant transactions such as a $5 million sale of Goldman Sachs stock, which rose nearly 48% since. The senator also proposed financial and security-related bills this year and disclosed $507,500 in fundraising for Q3 2025. Quiver's estimates are based on financial disclosures and may have limitations.

CSG's Strong IPO Debut on Euronext Amsterdam Highlights Defense Sector Momentum

January 25, 2026, 12:25 AM EST. CSG (ENXTAM:CSG) saw its share price surge 31.4% on its Euronext Amsterdam debut, rising from the €25 IPO price to around €32.85, raising approximately €3.3 billion in its offering. The stock's early momentum reflects growing investor interest in defence contractors amid heightened sector focus. CSG, valued around €25 billion, operates across defence systems and ammunition segments spanning Europe, the U.S., and Asia Pacific. However, the company's absence of comprehensive financial history limits traditional valuation metrics, pushing investors to weigh its potential based on sector trends and business outlook instead of earnings or formal forecasts. The fresh board, including new governance additions like Lynn Fordham, signals evolving oversight for the firm.

Siemens Limited Stock Down 8% Despite Strong 20% ROE and Solid Financials

January 25, 2026, 12:24 AM EST. Siemens Limited's stock has declined by 8% over three months despite a robust Return on Equity (ROE) of 20%, indicating effective profit generation relative to shareholders' equity. The company outperforms the industry average ROE of 13% and reported a 27% net income growth over five years, aligning closely with the industry's 22% growth. ROE is a key metric showing returns generated on investor capital. Investors should assess if the expected earnings growth is reflected in Siemens' current share price by considering valuation metrics like the price-to-earnings (P/E) ratio. Siemens' strong fundamentals might appeal to potential shareholders looking beyond recent stock price weakness.

Ninepoint Web3 Innovators Fund (TKN.U) Technical Analysis and Trading Signals

January 25, 2026, 12:23 AM EST. The Ninepoint Web3 Innovators Fund (TKN.U:CA) shows a strong near-term and long-term rating with a weak mid-term outlook as of January 25, 2026. Traders are advised to consider a long position near $18.15 with a stop loss at $18.06. No short-selling plans are recommended currently. AI-generated signals provide updated guidance for this fund, reflecting recent market conditions and technical trends.

Alcoa (AA) Shows Strong DCF Upside Despite Recent Share Gains

January 25, 2026, 12:12 AM EST. Alcoa's stock has climbed 68.3% over the past year, yet its discounted cash flow (DCF) model indicates the shares remain undervalued by 65.9%. The DCF analysis, which projects future free cash flows and discounts them to present value, values Alcoa at roughly $182.55 per share compared to the current price of $62.21. Despite a recent rally fueled by shifting investor sentiment towards materials and aluminum stocks, Alcoa trades at a price-to-earnings (P/E) ratio of 14.08, well below the metals and mining industry's average of 27.06. This suggests the market may still underestimate the company's growth potential and inherent value, making Alcoa a potentially attractive investment opportunity.

Reddit Share Price Faces 43% Discount Despite 20% Annual Return

January 25, 2026, 12:10 AM EST. Reddit's (RDDT) shares have fallen 5.3% in the past week and 3.1% over the month, dragging the year-to-date return down 9.5%. Despite a positive 20% return over the last year, recent price weakness has raised questions about the stock's valuation. Our analysis shows Reddit scores 2 out of 6 on valuation checks, indicating some undervaluation. A detailed discounted cash flow (DCF) model, which estimates a company's intrinsic value based on projected future cash flows discounted to today's dollars, suggests Reddit's intrinsic value is about $384.10 per share. With shares trading near $218.88, this implies a 43% discount, supporting the undervaluation view. Investors are weighing Reddit's user engagement and monetization against these metrics as the market debates its long-term growth prospects.

RateGain Travel Technologies Sees Stock Drop Despite Strong Earnings Growth and Solid ROE

January 25, 2026, 12:08 AM EST. RateGain Travel Technologies' stock fell 7.8% last week, but its financial fundamentals remain robust. The company posted a 12% return on equity (ROE) for the trailing twelve months to September 2025, aligning with the industry average of 11%. ROE measures profitability relative to shareholder equity. Notably, RateGain achieved a remarkable 58% net income growth over the past five years, surpassing the industry average growth of 19%. This suggests effective management and possible low dividend payout boosting retained earnings. Investors should consider whether the current stock price reflects these positive earnings trends, as market weakness may overlook the company's solid growth prospects.

FTAI Aviation Surges 219% on Palantir and GE Aerospace Partnerships

January 25, 2026, 12:07 AM EST. FTAI Aviation (FTAI) stock has surged 219% in the past year following strategic partnerships with Palantir Technologies and GE Aerospace. The company specializes in maintaining aircraft engines like the V2500 and CFM56, offering lower-cost engine maintenance solutions as airlines move past original service contracts. It recently secured a multiyear deal with CFM International, a GE joint venture, to supply replacement parts and upgrades, benefiting from delayed overhaul timelines. Additionally, FTAI signed a multiyear agreement with Palantir to integrate AI technology, aiming to speed production turnaround and reduce costs. FTAI also launched a business converting CFM56 engines into power turbines for data centers, leveraging AI to optimize servicing and meet rising demand. These collaborations boost FTAI's growth potential amid expanding AI-driven infrastructure needs.

SSE (LSE:SSE) Price Target Update Signals New Investor Perspectives

January 25, 2026, 12:06 AM EST. SSE's (LSE:SSE) official price target has been revised, indicating a refreshed analyst outlook based on recent data rather than a single event. This reassessment reflects factors such as earnings quality, capital investment, and sector conditions. The updated target offers investors a reference point for SSE's potential fair value, aiding comparison with individual views on risks and opportunities. Simply Wall St's Community and Narratives connect SSE's business prospects with financial forecasts, helping investors track evolving perspectives and make informed decisions on whether to buy, hold, or sell the stock.

Hi-Tech Pipes CEO Ajay Bansal's Holdings Drop 13% After Share Price Decline

January 25, 2026, 12:05 AM EST. Hi-Tech Pipes Limited (NSE:HITECH) saw a 13% share price drop last week impacting its top shareholders. CEO Ajay Bansal, holding 22%, experienced the largest value decline in his holdings. Insider ownership, including second-largest shareholder Anish Bansal with 7.8%, forms about 36% of shares, signaling strong internal stakes. Institutional investors also hold significant portions, indicating analyst interest despite potential risks if large investors sell simultaneously. The top seven shareholders control over half the company, balancing influence with smaller shareholders. Analysts note that insider ownership often reflects leadership confident in the company, though it may concentrate power. Hedge funds have minimal investment in Hi-Tech Pipes. Further analyst coverage could shape future investor sentiment and stock performance.

Giriraj Civil Developers Shares Drop 27% Despite Strong Earnings Growth

January 25, 2026, 12:04 AM EST. Giriraj Civil Developers Limited (NSE:GIRIRAJ) shares plunged 27% over the past month, adding to a 41% decline in the last year. Despite strong earnings growth, with a 10% increase in profits last year and a 314% rise in earnings per share over three years, the stock trades at a relatively low price-to-earnings (P/E) ratio of 19.1x compared to the broader Indian market. The market's skepticism about sustained growth rates may explain the depressed valuation. Analysts note that while earnings performance has been solid, investor confidence remains subdued, reflecting cautious sentiment towards the firm's future prospects.

CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

Stock Market Today

  • Soybeans Rise 5-6 Cents Amid Strong Export Sales Data
    January 25, 2026, 3:15 AM EST. Soybeans futures jumped 5 to 6 cents across contracts on Friday, with the national average cash price up 5.5 cents to $9.99 ½. Soymeal futures increased $2.50 to $3.30 per ton, while soy oil futures gained 30 to 35 points. The gains followed strong export sales data showing a marketing year high of 2.45 million metric tons (MMT) for soybeans in the week of Jan. 15, surpassing expectations and marking an 18.6% rise from last week and a nearly 64% increase year-over-year. Soybean meal sales also hit the upper range of estimates at 412,671 MT, while soybean oil sales were moderate. Traders reacted to robust demand signals amid ongoing market tightness.
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PLS Group share price sits near a peak as traders brace for a holiday-shortened week and Jan 30 update
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