Today: 8 February 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.

Bloom Energy stock price pops as new report points to off-grid shift at AI data centers

Bloom Energy stock price pops as new report points to off-grid shift at AI data centers

Bloom Energy shares rose 2.1% to $152.65 by midday Tuesday, outpacing the S&P 500’s 1.3% drop. The company’s new survey found about one-third of U.S. data centers expect to run fully on onsite power by 2030, up 22% in six months. Bloom projects Texas will hold nearly 30% of the U.S. data center market by 2028. Utility grid connection delays now average 1.5 to 2 years longer than builders anticipate.
20 January 2026
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Super Micro (SMCI) stock slides as Citi trims target and tariff jitters hit AI hardware

Super Micro (SMCI) stock slides as Citi trims target and tariff jitters hit AI hardware

Super Micro Computer shares fell 4.2% to $31.28 after Citi cut its price target to $39. The drop followed broader declines in hardware and AI stocks amid tariff threats from President Trump and a Morgan Stanley downgrade of North American IT hardware. Super Micro reported $1.5 billion in revenue delayed to the December quarter due to configuration upgrades. Investors are watching for further downgrades and key economic data later this week.
20 January 2026
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ServiceNow stock swings after OpenAI tie-up hits tape — what traders watch next

ServiceNow stock swings after OpenAI tie-up hits tape — what traders watch next

ServiceNow shares slipped 0.1% to $127.18 midday Tuesday after announcing an expanded AI partnership with OpenAI. The deal will integrate OpenAI models, including GPT-5.2, into ServiceNow’s enterprise software with speech-to-speech tools and automation. The partnership spans three years and includes a revenue commitment. ServiceNow reports earnings Jan. 28.
20 January 2026
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Adobe stock dips as new AI video tools land ahead of Sundance — what investors watch next

Adobe stock dips as new AI video tools land ahead of Sundance — what investors watch next

Adobe shares fell 1.6% to $291.24 by midday Tuesday, erasing earlier gains after the company unveiled new AI video features and nearly $10 million in creator grants. The stock has dropped over 20% in the past year amid concerns about its AI pricing strategy and a recent analyst downgrade. Volatility indexes jumped as broader markets slid. Adobe’s new tools integrate with partners like Google and OpenAI.
20 January 2026
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Constellation Energy stock slips after Wells Fargo trims target as PJM data-center rules loom

Constellation Energy stock slips after Wells Fargo trims target as PJM data-center rules loom

Constellation Energy shares fell 1.6% to $302.88 after Wells Fargo cut its price target, as the utilities sector and S&P 500 also declined. Federal regulators set a Feb. 16 deadline for PJM to address data center co-location rules. U.S. natural gas futures jumped 26.7% to $3.932 per MMBtu. Constellation completed its Calpine acquisition, becoming the largest U.S. power producer.
20 January 2026
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Robinhood stock price today: HOOD swings as tariff jitters and crypto-rule fight bite

Robinhood stock price today: HOOD swings as tariff jitters and crypto-rule fight bite

Robinhood shares fell as much as 5.6% Tuesday, then pared losses to trade near $107.67 by late morning. Coinbase dropped 3.6% as crypto-linked stocks declined. The moves followed President Trump’s announcement of new tariffs on European and Canadian imports, and ongoing uncertainty over U.S. crypto regulation. Robinhood is set to report earnings on Feb. 10.
20 January 2026
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IREN stock price whipsaws after a 10% dip as bitcoin falls; traders eye next catalyst

IREN stock price whipsaws after a 10% dip as bitcoin falls; traders eye next catalyst

IREN shares fell as much as 10% Tuesday before closing down 0.5% at $57.52, with trading volume near 24 million. Bitcoin dropped 3% to about $90,372, dragging down U.S.-listed miners including Marathon and Riot. Wall Street opened sharply lower after new U.S. tariff threats rattled markets. Investors are watching for IREN’s upcoming earnings, expected around Feb. 11.
20 January 2026
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Lam Research (LRCX) stock holds up after Taiwan tool order, Needham target hike as markets slide

Lam Research (LRCX) stock holds up after Taiwan tool order, Needham target hike as markets slide

Lam Research shares were little changed Tuesday after Winbond Electronics announced a T$6.81 billion ($215.66 million) equipment order from a Lam subsidiary. Needham raised its price target for Lam to $250 from $160. The stock traded at $223.01 by late morning. Investors are watching Lam’s Jan. 28 earnings for signals on chip-factory spending.
20 January 2026
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CoreWeave stock (CRWV) drops as tariff jitters and lawsuit chatter pressure AI cloud name

CoreWeave stock (CRWV) drops as tariff jitters and lawsuit chatter pressure AI cloud name

CoreWeave shares fell 5.6% to $95.59 Tuesday after a law firm filed a securities class action alleging the company misled investors about demand and supplier risks. The drop outpaced declines in Nvidia and Microsoft as U.S. tariff threats against Europe fueled broader tech sector losses. Investors have until March 13 to seek lead plaintiff status in the lawsuit.
20 January 2026
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Rocket Lab stock slides as analysts lift targets — what RKLB traders are watching next

Rocket Lab stock slides as analysts lift targets — what RKLB traders are watching next

Rocket Lab shares fell 3.9% to $92.60 by late morning Tuesday, tracking declines in the S&P 500 and Nasdaq. BofA doubled its price target to $120 while Goldman Sachs raised its target to $69 but kept a neutral rating. Shares traded between $91.60 and $98.27, below their 52-week high. Rocket Lab’s next earnings report is expected after the close on Feb. 26.
20 January 2026
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Oracle stock price slides as tariff fears hit tech — what ORCL investors watch next

Oracle stock price slides as tariff fears hit tech — what ORCL investors watch next

Oracle shares fell 3.9% to $183.71 Tuesday amid broader market declines after President Trump renewed tariff threats against Europe. The drop follows Oracle’s December disclosure that capital spending would rise $15 billion in fiscal 2026. Bondholders last week sued Oracle over alleged nondisclosure of extra borrowing tied to a $300 billion deal with OpenAI. The company has not commented on the lawsuit.
20 January 2026
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GE Vernova stock (GEV) rises even as a Japan wind delay puts turbines back in focus

GE Vernova stock (GEV) rises even as a Japan wind delay puts turbines back in focus

GE Vernova shares rose 1.9% to $694.32 Tuesday, bucking a broader market drop. Mitsui & Co’s offshore wind project in Japan will switch to smaller turbines and delay construction by a year after GE Vernova scrapped its 18-MW model. The SPDR S&P 500 ETF fell about 1.1%. Offshore wind developers continue to adjust plans as costs rise.
20 January 2026
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Stock Market Today

Montage Technology Class A stock slides — traders now fixate on its Hong Kong debut

Montage Technology Class A stock slides — traders now fixate on its Hong Kong debut

8 February 2026
Montage Technology’s Shanghai-listed shares fell 2.74% to 163.54 yuan Friday, extending losses before its Hong Kong debut. The company priced its H-share sale at HK$106.89, raising about HK$6.90 billion. Hong Kong’s public tranche was 707 times subscribed. In grey market trading, shares traded around HK$152.5, 43% above the offer price.
Suzhou TFC Optical (300394.SZ) stock: 3 signals to watch before China’s short, pre-holiday week

Suzhou TFC Optical (300394.SZ) stock: 3 signals to watch before China’s short, pre-holiday week

8 February 2026
Suzhou TFC Optical closed up 0.4% at 252.97 yuan Friday after heavy trading and sharp swings, ranking as the No. 2 most-traded Shenzhen stock via Stock Connect. Margin financing and securities lending fell, with net margin selling of 419 million yuan. Shanghai and Shenzhen markets will close Feb. 16–23 for the Spring Festival. The company expects 2025 net profit to rise 40–60% year-on-year.
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