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.

Vistra stock jumps as Meta locks in 20-year nuclear power deal for AI data centers

Vistra stock jumps as Meta locks in 20-year nuclear power deal for AI data centers

Vistra shares rose 11% to $167.11 by midday Friday after Meta signed 20-year nuclear power purchase agreements for 2,609 MW, with deliveries starting in late 2026. The deals cover Vistra’s Perry, Davis-Besse, and Beaver Valley plants. Investors focused on capital spending for upgrades and license extensions. Meta aims to secure power for its Ohio data center and future AI operations.
9 January 2026
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Bitcoin price wobbles near $90,000 as ETF outflows bite; Coinbase, Strategy stocks slide

Bitcoin price wobbles near $90,000 as ETF outflows bite; Coinbase, Strategy stocks slide

Bitcoin slipped 0.5% to about $90,700 Friday, while Coinbase fell 2% and Strategy nearly 5% in U.S. trading. Ether and XRP also declined. Investors pulled nearly $885 million from U.S. spot bitcoin ETFs over two days this week. Traders are watching U.S. inflation data due Jan. 13 and the Fed’s Jan. 27-28 meeting.
9 January 2026
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IREN stock rises as Bernstein calls it a “top AI pick” — what traders watch next

IREN stock rises as Bernstein calls it a “top AI pick” — what traders watch next

IREN shares rose 4.6% to $47.76 Friday, trading between $45.52 and $49.99 in heavy volume. Bernstein analyst Gautam Chhugani named IREN his top AI pick for 2026, according to TipRanks. Investors are watching for February earnings and signs of capital needs tied to the company’s AI expansion. IREN operates renewable-powered data centers in Canada and Texas and signed a $9.7 billion AI cloud deal with Microsoft last year.
9 January 2026
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Applied Materials stock jumps toward $300 as TSMC sales beat and analysts lift AMAT targets

Applied Materials stock jumps toward $300 as TSMC sales beat and analysts lift AMAT targets

Applied Materials shares jumped about 6% Friday, briefly topping $300, after TSMC reported fourth-quarter revenue above forecasts. Other chip-equipment stocks also rose, with Lam Research up 8% and KLA up 5%. Investors are watching TSMC’s Jan. 15 outlook and Applied’s next earnings report for signs on 2026 spending.
9 January 2026
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Citigroup stock ticks up as CPI, Citi earnings set next test

Citigroup stock ticks up as CPI, Citi earnings set next test

Citigroup shares gained 0.8% to $121.53 Friday as investors awaited next week’s U.S. bank earnings and December inflation data. Citigroup will report fourth-quarter results Wednesday, following JPMorgan’s release Tuesday. Analysts expect a 32% profit jump for Citi, citing stronger capital markets. The December Consumer Price Index is due Tuesday at 8:30 a.m. ET.
9 January 2026
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Lumentum stock slips in choppy trade as Wall Street lifts targets to $455-$470

Lumentum stock slips in choppy trade as Wall Street lifts targets to $455-$470

Lumentum shares fell 2.4% to $339.88 by early afternoon Friday after volatile trading this week. Mizuho and Needham raised price targets on expectations of strong AI data-center optics demand. Investors await Lumentum’s Feb. 3 earnings for signals on cloud infrastructure spending. Chief accounting officer Matthew Sepe will retire after the next quarterly report, with Eric Chang set to replace him.
9 January 2026
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Goldman Sachs stock edges up after Apple Card exit adds $0.46 to Q4 EPS — what to watch next

Goldman Sachs stock edges up after Apple Card exit adds $0.46 to Q4 EPS — what to watch next

Goldman Sachs shares rose 0.5% midday after confirming a deal to transfer the Apple Card program to JPMorgan Chase, moving over $20 billion in balances. The exit is expected to add $0.46 to Q4 EPS, with gains from loan-loss reserve releases offset by write-downs and contract costs. Investors await Goldman's Jan. 15 earnings for details on deal fees and trading. The Apple Card transition remains subject to regulatory approval.
9 January 2026
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AppLovin Corporation stock jumps as Wells Fargo lifts target ahead of Feb. 11 earnings

AppLovin Corporation stock jumps as Wells Fargo lifts target ahead of Feb. 11 earnings

AppLovin shares jumped 4.4% to $643.44 midday Friday after Wells Fargo raised its price target to $735 and reiterated an Overweight rating. The move outpaced gains in the Nasdaq and broader tech sector. AppLovin will report fourth-quarter and full-year results on Feb. 11 after market close. Investors are watching ad demand trends and upcoming Fed policy signals.
9 January 2026
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RTX stock rises as Trump buyback curb clouds defense payouts, $1.5T budget talk lingers

RTX stock rises as Trump buyback curb clouds defense payouts, $1.5T budget talk lingers

RTX shares rose 0.8% to $188.70 in midday trading Friday after President Trump signed an executive order tying defense contractor dividends, buybacks, and executive pay to weapons delivery timelines. Contractors, including RTX, are reviewing the order and seeking legal advice. Trump threatened to block Raytheon’s government contracts unless buybacks stop. Investors await RTX’s Jan. 27 earnings report for further guidance.
9 January 2026
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Ondas (ONDS) stock rises after $1 billion above-market financing — here’s what traders are parsing

Ondas (ONDS) stock rises after $1 billion above-market financing — here’s what traders are parsing

Ondas Holdings shares rose about 3% to $14.44 midday Friday after the company priced a $1 billion stock-and-warrant offering at $16.45 per share, a 17.5% premium to the prior close. The deal includes 19 million shares and pre-funded warrants tied to 60.79 million common stock equivalents. An SEC filing also disclosed Sentry CS, acquired in November, posted a $13.51 million net loss on $11.35 million sales in 2024.
9 January 2026
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Chevron stock rises on Venezuela export scramble as White House talks loom

Chevron stock rises on Venezuela export scramble as White House talks loom

Chevron shares rose 1.5% to $161.57 in midday trading Friday as the company, Vitol, and Trafigura compete for U.S. deals involving Venezuelan crude, sources said. Chevron is in talks with the U.S. government to expand its Venezuela sanctions license. Oil prices climbed, with Brent at $62.49 a barrel. Investors await Chevron’s Jan. 30 results and any update on its Venezuela operations.
9 January 2026
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Stock Market Today

Analog Devices stock price lags AI-fueled chip rebound — what investors watch next week

8 February 2026
New York, Feb 7, 2026, 19:28 EST — Market closed. Analog Devices shares last traded at $320.45, down about 0.5% from the prior close, as U.S. markets headed into the weekend. That small dip matters mostly because the tape has turned jumpy again in semiconductors, with investors chasing AI-linked names one day and backing off the next. ADI sits in the middle of that push-pull: it sells the less-glamorous chips that end up in factories, cars and instruments, not just data centers. On Friday, U.S. stocks surged and chipmakers led, after big cloud companies laid out another leg of capital
AMD stock bounces 8% after brutal midweek slide — what investors watch before Monday

AMD stock bounces 8% after brutal midweek slide — what investors watch before Monday

8 February 2026
AMD shares jumped 8.28% to $208.44 Friday, rebounding after steep losses earlier in the week. Chip stocks rallied as investors bet on continued AI data center spending by major tech firms. Nvidia rose 7.8%, Broadcom gained 7.1%, and the Philadelphia Semiconductor Index closed up 5.7%. Markets now await macroeconomic data and Nvidia’s late-February results.
Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

8 February 2026
Intel shares rose 4.9% to $50.59 Friday, tracking a 5.7% jump in the PHLX semiconductor index as investors bet on AI-driven data-center spending. Reuters reported Intel and AMD warned Chinese customers of tighter server CPU supply, pushing Intel’s China prices up over 10%. Intel expects supply to improve in Q2. After the bell, Reuters said Intel plans to invest about $100 million in AI chip startup SambaNova Systems.
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