Today: 29 March 2026
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Khadija Saeed

A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

Applied Materials stock jumped 6% Friday — here’s what could move AMAT next week

Applied Materials stock jumped 6% Friday — here’s what could move AMAT next week

Applied Materials shares rose 6.09% to $322.51 Friday, outpacing average volume as chip stocks rallied on Amazon and Alphabet spending plans. The stock remains 6% below its Jan. 29 high. Investors await Applied’s Feb. 12 earnings, with analysts expecting $2.21 per share. Tighter U.S. export controls could cut $600 million from 2026 revenue, the company has said.
8 February 2026
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Moutai stock price: iMoutai refund crackdown and overnight maintenance put 600519 in focus before Shanghai open

Moutai stock price: iMoutai refund crackdown and overnight maintenance put 600519 in focus before Shanghai open

Kweichow Moutai’s iMoutai app began maintenance Sunday after reports of lagging and failed purchases, with some orders canceled and refunded for “abnormal” activity. Shares closed Friday at 1,515.01 yuan, down 2.57%, but gained 8.14% for the week. The Shanghai exchange will close Feb. 15–23 for Spring Festival. China’s January CPI and PPI data are due Wednesday.
8 February 2026
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Philip Morris stock price watch: PM ends higher after 2026 outlook as Zyn rivalry heats up

Philip Morris stock price watch: PM ends higher after 2026 outlook as Zyn rivalry heats up

Philip Morris shares closed up 0.45% at $182.81 after posting Q4 adjusted earnings of $1.70 per share on $10.36 billion in revenue and forecasting 2026 EPS of $8.38–$8.53. Zyn nicotine pouch shipments rose over 19% to 196 million cans, but competition and promotional costs remain in focus. The stock traded between $178.00 and $186.55 on Friday. Next earnings are due April 21.
8 February 2026
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Goldman Sachs stock jumps after Anthropic AI “agents” plan as traders size up a big week

Goldman Sachs stock jumps after Anthropic AI “agents” plan as traders size up a big week

Goldman Sachs shares rose 4.3% to $928.75 Friday as U.S. stocks rallied, with the Dow closing above 50,000 for the first time. Goldman confirmed it is working with AI startup Anthropic on internal automation tools, aiming to launch them soon. The bank also helped lead Once Upon a Farm’s $198 million IPO and issued $25.75 million in structured notes. Treasury Secretary Scott Bessent said the Fed may wait up to a year before shrinking its balance sheet.
8 February 2026
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Lam Research stock price jumps 8% on chip rebound — what LRCX investors watch next week

Lam Research stock price jumps 8% on chip rebound — what LRCX investors watch next week

Lam Research shares jumped 8.2% to $231.01 at Friday’s close, tracking a semiconductor rally driven by bets on AI data-center spending. The move followed news of executive changes and a board appointment earlier in the week. U.S. jobs and inflation data, plus Nvidia’s Feb. 25 results, are expected to influence trading next week.
8 February 2026
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Novartis share price sits near a 52-week high after San Diego research build — what investors watch next

Novartis share price sits near a 52-week high after San Diego research build — what investors watch next

Novartis shares closed up 0.57% at CHF 119.96 in Zurich on Friday, hitting a 52-week high of CHF 120.64. The company broke ground on a 466,000-square-foot research center in San Diego, set to open in 2029. Investors await the March 6 shareholder meeting and March 10 ex-dividend date. Novartis forecasts a low single-digit decline in 2026 adjusted operating profit due to patent expiries.
8 February 2026
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Real estate stocks bounce at week’s end; here’s what XLRE and VNQ investors watch next

Real estate stocks bounce at week’s end; here’s what XLRE and VNQ investors watch next

U.S. real estate ETFs rose Friday, with XLRE up 1.8% and VNQ gaining 1.6%, as stocks rebounded and the Dow closed above 50,000 for the first time. Equinix climbed 5%, Simon Property Group added 1.2%. Investors await key U.S. data next week, including CPI and rescheduled payrolls. The 10-year Treasury yield ended at 4.21% as bond auctions loom.
8 February 2026
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Energy stocks hit a record close as oil rebounds — what to watch before Monday’s open

Energy stocks hit a record close as oil rebounds — what to watch before Monday’s open

U.S. energy stocks closed at a record high Friday, with Exxon up 2% and Chevron 0.8% higher as Brent crude settled at $68.05 a barrel. The S&P 500 Energy sector rose 1.89% on Feb. 6 and is up 19.32% this year. Oil prices climbed amid U.S.-Iran tensions and Saudi price cuts. Markets await OPEC and IEA oil reports next week.
8 February 2026
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Financial services stocks brace for “jobs + CPI” week after XLF jumps — here’s what traders watch

Financial services stocks brace for “jobs + CPI” week after XLF jumps — here’s what traders watch

The Dow closed above 50,000 for the first time Friday, led by a 4.3% jump in Goldman Sachs and gains in major U.S. banks. The Financial Select Sector SPDR Fund rose 1.8% and the KBW Nasdaq Bank Index climbed 2.7%. Robinhood surged 14% and Coinbase 13% as bitcoin topped $70,000. Rate-cut bets increased after January layoff data, with Fed funds futures showing a 22.7% chance of a March cut.
8 February 2026
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Amazon’s $200 billion AI spending plan rattles tech stocks — what traders watch next week

Amazon’s $200 billion AI spending plan rattles tech stocks — what traders watch next week

Amazon projected about $200 billion in capex for 2026, far above analyst expectations, sending its shares down 5.6% Friday. The Nasdaq rose 2.18% as chipmakers surged, with Nvidia up 7.8%. About $1 trillion in market value has been wiped from the S&P 500 software and services index since Jan. 28. Wall Street’s tech sector is down roughly 9% from its late-October peak.
8 February 2026
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Data Center Stocks Rip Higher Into the Weekend — Here’s What Wall Street Watches Next

Data Center Stocks Rip Higher Into the Weekend — Here’s What Wall Street Watches Next

Vertiv surged 10% Friday, leading gains in U.S. data center stocks as Equinix rose 5% and Digital Realty climbed 4%. The Dow closed above 50,000 for the first time, while chip stocks rallied. Investors now await Vertiv and Equinix earnings midweek and U.S. CPI and jobs data next Friday, which could affect rate expectations and data center REIT valuations.
8 February 2026
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Cloud computing stocks bounce back — SKYY jumps, but Amazon’s AI spending plan keeps nerves high

Cloud computing stocks bounce back — SKYY jumps, but Amazon’s AI spending plan keeps nerves high

Cloud-focused ETFs rose 2%–4% Friday as tech stocks rebounded, with the First Trust Cloud Computing ETF up 4.4%. Amazon dropped 5.6% on concerns over $200 billion in planned AI infrastructure spending. Snowflake jumped 7.5% and Microsoft gained 1.8%. U.S. jobs and inflation data due later this week could shift rate expectations and impact high-growth cloud shares.
8 February 2026
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Healthcare stocks set up for Monday: Hims drops $49 Wegovy copycat as FDA targets compounded GLP-1s

Healthcare stocks set up for Monday: Hims drops $49 Wegovy copycat as FDA targets compounded GLP-1s

Hims & Hers will stop offering a compounded semaglutide pill after the FDA signaled a crackdown on copycat GLP-1 drugs. Hims shares fell 15.9% to $19.36 on Friday. Molina Healthcare plunged over 28% after forecasting 2026 profit far below expectations and announcing an exit from Medicare Advantage prescription drug plans. The Health Care Select Sector SPDR Fund closed up 1.85% at $157.71.
8 February 2026
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Stock Market Today

  • Compass Shares Drop 33% YTD Amid Valuation Debate, Fair Value at $13.90
    March 29, 2026, 12:33 AM EDT. Compass (COMP) shares tumbled 33% year-to-date, including a sharp 7.09% drop in one day, closing at $7.08. Despite recent weakness, the stock's three-year total shareholder return remains a robust 119.20%. Analysts increased Compass's fair value estimate from $10.67 to $13.90, citing expected revenue growth, improved profit margins, and positive deal impacts. The stock currently trades at about a 73% discount to intrinsic value, suggesting potential undervaluation. However, risks persist, including heavy reliance on transaction-based commissions and regulatory scrutiny on brokerage models. Investors urged to balance downside risks against possible upside, while considering broader market opportunities beyond Compass.
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