Today: 15 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.

Meta stock slides as “Meta Compute” plan spotlights AI spending and power risk

Meta stock slides as “Meta Compute” plan spotlights AI spending and power risk

Meta shares fell 1.7% to about $642 Tuesday after CEO Mark Zuckerberg announced the “Meta Compute” AI infrastructure push. The company named Dina Powell McCormick as president and vice chairman, focusing on data centers and partnerships. Meta will exempt Italy from its WhatsApp AI chatbot ban after pressure from Italian regulators. Microsoft announced new U.S. data center plans emphasizing utility and water transparency.
13 January 2026
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Nvidia stock barely budges after H200 China payment reset; Lilly AI lab plan in focus

Nvidia stock barely budges after H200 China payment reset; Lilly AI lab plan in focus

Nvidia said it will not require upfront payment for H200 AI chips, countering reports of stricter terms for Chinese buyers. Shares edged up 0.03% to $184.94 in early New York trading. Investors remain focused on China sales and the company’s Feb. 25 earnings for updates on demand and margins. Chip sector peers posted mixed results as U.S. inflation data met forecasts.
13 January 2026
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Adobe stock slides as Goldman turns bearish; CPI and Firefly AI push set up Tuesday

Adobe stock slides as Goldman turns bearish; CPI and Firefly AI push set up Tuesday

Adobe fell 1.9% to $327.65 Monday, underperforming the S&P 500 and Dow, after Goldman Sachs initiated coverage with a Sell rating and $290 target. The stock is about 30% below its 52-week high amid analyst skepticism over AI monetization and competitive pressure. Trading volume was slightly below average. Investors await December CPI data Tuesday morning.
13 January 2026
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Merck stock in focus as MRK lifts $70 billion mid-2030s target and points past Keytruda

Merck stock in focus as MRK lifts $70 billion mid-2030s target and points past Keytruda

Merck raised its long-term revenue forecast for new products to $70 billion by the mid-2030s, lifting its cardiometabolic and respiratory outlook to $20 billion and infectious disease to $15 billion. Shares fell 1.2% to $109.19. Johnson & Johnson rose 2.6%, Eli Lilly gained 1.6%, and Pfizer slipped 0.8%. Merck said its pipeline could offset Keytruda’s loss of exclusivity by 2026.
13 January 2026
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Oklo stock slips as insiders sell shares and traders reassess Meta nuclear deal

Oklo stock slips as insiders sell shares and traders reassess Meta nuclear deal

Oklo Inc shares fell 2.7% to $102.50 Monday, reversing some of last week’s surge after Meta Platforms announced a 20-year nuclear power deal involving Oklo. A regulatory filing showed Oklo COO Caroline Cochran sold 328,372 shares for about $32.5 million last week. Oklo said Meta’s agreement supports a planned 1.2-gigawatt power campus in Ohio, with first power targeted for 2030.
13 January 2026
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Texas Instruments stock dips into CPI week as TXN heads toward earnings

Texas Instruments stock dips into CPI week as TXN heads toward earnings

Texas Instruments shares fell 0.7% to $189.07 on Monday, lagging behind record highs in the S&P 500 and Dow. Investors are watching Tuesday’s U.S. inflation data and Texas Instruments’ Jan. 27 earnings for signals on industrial demand. Semiconductor stocks showed mixed moves, with Qualcomm and Analog Devices posting steeper declines. The average analyst target for Texas Instruments stands at $190.40.
13 January 2026
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KLA stock notches new 52-week high as chip-tool shares firm; Susquehanna lifts target

KLA stock notches new 52-week high as chip-tool shares firm; Susquehanna lifts target

KLA shares rose 2.0% to a record $1,428.17 Monday after Susquehanna raised its price target to $1,500, maintaining a Neutral rating. Trading volume was 854,084 shares, below average. Applied Materials gained 2.0% and Lam Research added nearly 1.0%, lifting the iShares Semiconductor ETF by about 0.5%. KLA reports fiscal Q2 results Jan. 29 after market close.
13 January 2026
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EchoStar stock jumps to record close — what traders watch before Tuesday

EchoStar stock jumps to record close — what traders watch before Tuesday

EchoStar shares surged 6.7% to $128.03 Monday, then slipped 1.5% after hours as traders tracked spectrum sales and looming FCC auction deadlines. The company’s $2.6 billion spectrum deal with SpaceX and scrutiny from lawmakers have driven volatility. TD Cowen raised its price target to $158. Investors face key FCC filing dates in February and April. Holders of EchoStar’s 2030 convertible notes have a new conversion window through March.
13 January 2026
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Vistra stock rises after debt offering as Meta nuclear deal drives fresh price targets

Vistra stock rises after debt offering as Meta nuclear deal drives fresh price targets

Vistra shares rose 3.7% to $172.58 Monday after the company launched a senior secured notes offering to help fund its $4 billion acquisition of Cogentrix. The move follows a 20-year nuclear power supply deal with Meta, covering 2,609 megawatts. UBS raised its price target on Vistra to $233, citing expected cash flow growth from the Meta contracts and nuclear plant upgrades. Vistra expects to close the Cogentrix deal in mid-to-late 2026.
13 January 2026
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Wells Fargo stock slides as Trump’s credit-card cap talk hits banks ahead of earnings

Wells Fargo stock slides as Trump’s credit-card cap talk hits banks ahead of earnings

Wells Fargo shares fell about 1% to $94.96 on Monday after President Donald Trump proposed a one-year 10% cap on credit-card interest rates. The decline came ahead of the bank’s fourth-quarter earnings, due Wednesday morning. Analysts warned a rate cap could restrict credit access and hurt card profits. Broader financial stocks also retreated as traders watched for signs of policy risk and consumer strength.
13 January 2026
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AST SpaceMobile stock in focus after AT&T FirstNet sets first-half 2026 satellite target

AST SpaceMobile stock in focus after AT&T FirstNet sets first-half 2026 satellite target

AST SpaceMobile shares closed up 0.7% at $98.39 after AT&T’s FirstNet announced plans to launch satellite connectivity for first responders by mid-2026. AST recently launched its BlueBird 6 satellite and aims for up to 60 satellites by the end of 2026. Investors remain focused on the company’s ability to accelerate launches and expand ground gateways. The stock is up about 35% year-to-date.
13 January 2026
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ServiceNow stock rises after Goldman initiates coverage as CPI, earnings near

ServiceNow stock rises after Goldman initiates coverage as CPI, earnings near

ServiceNow shares rose 0.6% to $142.64 after Goldman Sachs initiated coverage with a Buy rating and a $205 price target. Traders now see a 95% chance the Fed will hold rates steady in January, as banks push expected U.S. rate cuts to late 2026. U.S. stocks hit record highs ahead of Tuesday’s inflation data and earnings season kickoff. ServiceNow will report Q4 and full-year 2025 results on Jan. 28.
13 January 2026
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Pfizer stock dips as CEO says obesity-drug cash-pay demand looks “almost like Viagra”

Pfizer stock dips as CEO says obesity-drug cash-pay demand looks “almost like Viagra”

Pfizer shares fell 0.8% to $25.27 after CEO Albert Bourla compared the obesity drug cash-pay market to Viagra’s early days. The company, which acquired Metsera for up to $10 billion, aims to start up to 10 Phase 3 trials for Metsera’s GLP-1 drug by end-2026. Eli Lilly and Novo Nordisk shares rose, while Pfizer trails rivals in the obesity market.
13 January 2026
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SoFi stock drops late Monday as Trump’s credit-card cap idea collides with loan-market nerves

SoFi stock drops late Monday as Trump’s credit-card cap idea collides with loan-market nerves

SoFi shares fell 3% to $26.60 Monday after a volatile session, following President Trump’s proposal for a 10% cap on credit-card APRs. CEO Anthony Noto backed the cap, but analysts and investors warned it could restrict credit and shift borrowers to other debt. Consumer-credit stocks broadly declined. Markets await U.S. inflation data Tuesday and SoFi’s earnings on January 30.
13 January 2026
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GE Aerospace stock heads into earnings week as Airbus flags engine delays and brokers tweak targets

GE Aerospace stock heads into earnings week as Airbus flags engine delays and brokers tweak targets

GE Aerospace shares closed up 0.8% at $324.17 after Wolfe Research raised its price target, while Citi lowered its own but kept a Buy rating. Airbus warned that Pratt & Whitney engine deliveries remain “very, very late,” with delays now stretching into 2026. GE reports earnings Jan. 22. RTX shares rose 2.8%.
13 January 2026
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Stock Market Today

  • ASX Investors Should Focus on Stock Selection Amid Middle East Turmoil
    March 14, 2026, 7:54 PM EDT. Australian shares on the ASX have fallen about 6% from recent highs, outperforming the MSCI World Equities and S&P 500 which declined less. This comes amid a series of challenges including interest rate hikes, a pullback in software stocks, AI disruptions, private credit scrutiny, and a turbulent reporting season, capped by the recent Middle East conflict. Experts suggest the next critical phase isn't a broad market rise or fall, but identifying which ASX sectors and stocks to hold. Investors are urged to look beyond geopolitical headlines toward more fundamental stock selection strategies as volatility persists.
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