Today: 28 April 2026

Khadija Saeed

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

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron shares fell 0.5% in premarket trading Friday after Semianalysis cut its forecast for Micron’s Nvidia HBM4 memory supply share to zero. The firm now expects Nvidia’s HBM4 orders to go 70% to SK Hynix and 30% to Samsung. DigiTimes reported Nvidia is seeking early HBM4 deliveries from Samsung as memory shortages loom. Micron stock had been up earlier on Amazon’s $200 billion capex plan.
6 February 2026
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Amazon stock slides after $200 billion AI spending plan puts returns in the spotlight

Amazon stock slides after $200 billion AI spending plan puts returns in the spotlight

Amazon shares fell 6.2% to $208.93 Friday after the company projected $200 billion in 2026 capital spending, up from $131 billion in 2025, mostly for AI and cloud expansion. The stock dropped as much as 11.5% in after-hours trading Thursday. Fourth-quarter net sales rose 14% to $213.4 billion, with AWS revenue up 24%. The next earnings update is expected April 30.
6 February 2026
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Tesla stock jumps late week as China AI-training report hits tape; TSLA slips after hours

Tesla stock jumps late week as China AI-training report hits tape; TSLA slips after hours

Tesla shares closed up 3.5% at $411.02 Friday, then dipped 0.2% in after-hours trading. A Chinese report said Tesla has opened an AI training center in China for assisted-driving technology. China-made Model 3 and Model Y sales rose 9.3% in January, but Tesla’s China market share dropped to 8% in 2025 from 10% in 2024. Investors await delayed U.S. jobs and inflation data next week.
6 February 2026
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Micron stock swings after Nvidia HBM4 doubts clash with a bullish UBS call

Micron stock swings after Nvidia HBM4 doubts clash with a bullish UBS call

Micron Technology shares climbed 3.2% to $395.02 in after-hours trading Friday, following a volatile session driven by debate over AI-memory demand and data center spending. UBS raised its price target to $450, citing expected memory shortages into 2027. Semianalysis said Nvidia is unlikely to order HBM4 from Micron, favoring SK Hynix and Samsung. EVP Sumit Sadana sold 25,000 shares on Feb. 2, a filing showed.
6 February 2026
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Sandisk stock price jumps 5% as SNDK steadies after a wild week — what traders watch next

Sandisk stock price jumps 5% as SNDK steadies after a wild week — what traders watch next

Sandisk shares closed up 5.3% at $606.91 Friday, rebounding after volatile trading and heavy options activity flagged by TipRanks. The company reported Q2 revenue up 61% year-on-year and raised its fiscal Q3 forecast above estimates. Form 144 filings signaled possible insider share sales. Sandisk, spun off from Western Digital in 2025, next reports earnings April 29.
6 February 2026
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Microsoft (MSFT) stock snaps back above $399 after Stifel downgrade, AI spend in focus

Microsoft (MSFT) stock snaps back above $399 after Stifel downgrade, AI spend in focus

Microsoft shares rose 1.5% to $399.45 Friday, rebounding after a 5% drop Thursday triggered by Big Tech’s escalating AI spending plans. Stifel downgraded the stock, citing Azure capacity limits and higher AI costs, and cut its target to $392. Investors remain focused on whether surging capital outlays will squeeze margins before revenue growth materializes.
6 February 2026
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Hims & Hers (HIMS) stock slips again as $49 Wegovy copy draws FDA heat and Novo legal threat

Hims & Hers (HIMS) stock slips again as $49 Wegovy copy draws FDA heat and Novo legal threat

Hims & Hers Health shares fell 2.6% to $22.88 Friday after launching a $49 compounded version of Novo Nordisk’s Wegovy weight-loss pill. Novo called the move “illegal mass compounding” and threatened legal action, while the FDA warned it would act against unapproved copycat drugs. Hims said its pill uses “liposomal technology” to aid absorption but gave no details. Nearly a third of Hims shares are out on loan for short bets.
6 February 2026
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Morgan Stanley stock jumps as Dow breaks 50,000; what investors watch next week

Morgan Stanley stock jumps as Dow breaks 50,000; what investors watch next week

Morgan Stanley shares rose 2.6% to $180.49 Friday afternoon, rebounding after three days of declines. The move tracked a broad rally in U.S. bank stocks as the Dow Jones Industrial Average topped 50,000 for the first time. About 6 million Morgan Stanley shares traded hands. Investors await next week’s jobs and inflation data, along with a conference appearance by the bank’s wealth-management head.
6 February 2026
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Adobe stock slides as AI “software-mageddon” drags on — what investors watch next

Adobe stock slides as AI “software-mageddon” drags on — what investors watch next

Adobe shares fell 1.1% to $266.51 in Friday afternoon trading, lagging a broader market rebound. A Vanguard filing disclosed a 10.1% stake in the company as of Jan. 30. Adobe reversed plans to discontinue its Animate app, keeping it in maintenance mode. Investors await Adobe’s March 12 earnings call for updates on AI-driven revenue.
6 February 2026
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Coca-Cola stock price flirts with a new high as KO drops Minute Maid frozen line and traders eye earnings

Coca-Cola stock price flirts with a new high as KO drops Minute Maid frozen line and traders eye earnings

Coca-Cola shares rose 0.5% to $78.93 Friday afternoon, near a 52-week high, as investors awaited Feb. 10 earnings and a Feb. 17 conference. The company said it will discontinue frozen products in the U.S. and Canada by early 2026. CEO James Quincey sold 337,824 shares on Feb. 3 under a pre-arranged plan. PepsiCo and Monster Beverage also traded higher.
6 February 2026
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Booking Holdings (BKNG) stock price lags Wall Street rally as AI fears resurface ahead of earnings

Booking Holdings (BKNG) stock price lags Wall Street rally as AI fears resurface ahead of earnings

Booking Holdings shares fell 0.9% to $4,403.52 Friday, trailing gains in the S&P 500 and Nasdaq 100 trackers. Wedbush cut its price target to $5,500, citing AI risks, while Baird called the week’s slide an overreaction. The stock is down 24% from its July high. Booking reports Q4 and full-year results on Feb. 18.
6 February 2026
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PayPal stock steadies in Friday trade as Wall Street digests CEO shake-up and target cuts

PayPal stock steadies in Friday trade as Wall Street digests CEO shake-up and target cuts

PayPal shares rose 0.8% to $40.23 Friday after a week of losses triggered by weak earnings, a CEO exit, and a gloomy 2026 outlook. Analysts cut price targets and flagged shrinking growth in PayPal’s branded checkout segment. Enrique Lores will become CEO March 1, with interim leadership by CFO Jamie Miller. Former president David Marcus criticized PayPal’s competitiveness as rivals gain ground.
6 February 2026
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Stock Market Today

  • Waste Management Valuation Review Amid Softening Prices and Strong Long-Term Returns
    April 27, 2026, 8:09 PM EDT. Waste Management's stock recently cooled with a 1.5% decline in one day and a 2.2% drop over 90 days, despite a 42% total return over three years and 74.24% over five years. Trading at $226.20, the company is seen as about 10.6% undervalued based on fair value estimates near $253. Strategic moves in recycling, renewable energy, and healthcare synergies forecast earnings growth, with $250 million annual synergy gains expected by 2027. Risks include weather-related cost swings and regulatory changes that could impact margins and cash flows. Investors face mixed signals on value versus growth, highlighting the need for careful risk and reward evaluation.

Latest article

US Stock Market Today: S&P 500, Nasdaq Hit Records as After-Hours Trading Edges Higher

US Stock Market Today: S&P 500, Nasdaq Hit Records as After-Hours Trading Edges Higher

28 April 2026
The S&P 500 and Nasdaq closed at record highs Monday, while the Dow slipped 62.67 points to 49,168.04. After-hours, major U.S. indexes edged up less than 0.2%. Nvidia jumped 4% to a new high, topping $5 trillion in value, while Domino’s Pizza fell after forecasting weaker 2026 growth. Investors await Big Tech earnings and a Federal Reserve decision this week.
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