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.

CoreWeave stock (CRWV) jumps after CEO swats away Nvidia “circular financing” talk

CoreWeave stock (CRWV) jumps after CEO swats away Nvidia “circular financing” talk

CoreWeave shares jumped 12.1% to $89.93 in after-hours trading Monday after CEO Michael Intrator dismissed concerns over AI chip depreciation and “circular financing.” Goldman Sachs began coverage with a Neutral rating, citing strong AI cloud prospects but warning about high leverage. Moody’s identified CoreWeave as a key player in a projected $500 billion U.S. data-center investment surge this year.
12 January 2026
JPMorgan stock slides after Trump credit-card rate cap call; earnings and CPI due Tuesday

JPMorgan stock slides after Trump credit-card rate cap call; earnings and CPI due Tuesday

JPMorgan Chase shares fell 1.5% in after-hours trading Monday after President Trump called for a one-year 10% cap on credit-card interest rates, raising concerns over bank revenues. Bank of America dropped 1.6% and Citigroup slid 3.7%. UBS analysts said the proposal would require congressional approval. JPMorgan reports fourth-quarter earnings Tuesday morning.
12 January 2026
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Sandisk stock price today: SNDK rises after hours as AI memory squeeze puts Jan. 29 earnings in focus

Sandisk stock price today: SNDK rises after hours as AI memory squeeze puts Jan. 29 earnings in focus

Sandisk shares rose 3.1% to $389.27 in after-hours trading Monday, with volume at 14.5 million shares. The stock has surged 64% since the end of 2025 amid strong demand for memory and storage. Western Digital and Seagate also posted gains. Sandisk reports fiscal Q2 results on Jan. 29, with traders bracing for a potential 21% swing, according to options data.
12 January 2026
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Oracle stock jumps after Goldman’s Buy call as AI buildout costs stay in focus

Oracle stock jumps after Goldman’s Buy call as AI buildout costs stay in focus

Oracle shares rose 3.1% to $204.68 in after-hours trading Monday after Goldman Sachs initiated coverage with a Buy rating and a $240 price target. The move followed Oracle’s launch of a new retail supply-chain cloud tool and a hospital signing on for Oracle Health. Goldman cited AI’s impact on software demand but warned profitability may be uneven as the market evolves.
12 January 2026
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Rheinmetall stock dips, but Trump-Greenland tensions keep Europe defence trade alive

Rheinmetall stock dips, but Trump-Greenland tensions keep Europe defence trade alive

Rheinmetall shares slipped 0.5% to 1,890 euros after Greenland’s government rejected any U.S. takeover and reaffirmed its NATO alignment. NATO officials discussed new Arctic security measures amid concerns over Russian and Chinese activity. European defence stocks and gold hit record highs as investors sought safe havens. Nordic diplomats disputed reports of Russian and Chinese ships near Greenland.
12 January 2026
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Visa stock drops after Trump revives 10% credit-card rate cap plan; what’s next for V

Visa stock drops after Trump revives 10% credit-card rate cap plan; what’s next for V

Visa shares fell 1.8% to $343.20 in after-hours trading Monday after President Trump called for a 10% cap on credit-card interest rates. The move fueled a broader selloff in card-linked stocks and heightened policy risk concerns. Traders are watching for big-bank earnings and updates before Jan. 20. About 13.2 million Visa shares changed hands, with the stock swinging between $337.54 and $346.37.
12 January 2026
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Google stock (GOOG) pops on Apple’s Gemini-powered Siri deal as Alphabet brushes $4 trillion

Google stock (GOOG) pops on Apple’s Gemini-powered Siri deal as Alphabet brushes $4 trillion

Alphabet’s Class C shares rose 1.1% to $332.73 in after-hours trading after Apple announced a multi-year deal to use Google’s Gemini models in a revamped Siri. Alphabet’s market value briefly touched $4 trillion earlier in the day. The agreement deepens Google’s AI presence in Apple devices and draws regulatory scrutiny. Investors await Alphabet’s Feb. 4 earnings for updates on AI spending and cloud growth.
12 January 2026
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Palantir stock gets a Citi upgrade — and a Feb. 2 earnings date — why PLTR is moving now

Palantir stock gets a Citi upgrade — and a Feb. 2 earnings date — why PLTR is moving now

Palantir shares rose about 1.1% in after-hours trading after Citi upgraded the stock to “Buy” and raised its price target, citing stronger demand for AI tools. The company will report fourth-quarter and full-year earnings on Feb. 2. Palantir closed at $179.41 Monday, after swinging between $174.03 and $182.48 during the session. ARK Invest trimmed its stake by selling 58,741 shares.
12 January 2026
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Broadcom (AVGO) stock rises after the bell as ARK buys in — CPI and chip earnings loom

Broadcom (AVGO) stock rises after the bell as ARK buys in — CPI and chip earnings loom

Broadcom shares rose 2.1% to $352.21 in after-hours trading Monday, following news that ARK Invest bought 31,573 shares valued at about $10.5 million. CEO Hock Tan projects AI chip revenue to double to $8.2 billion this quarter, but the company warned of margin pressure from lower-margin custom AI processors. The stock remains 15% below its December peak. Investors await U.S. inflation data Tuesday and TSMC results Thursday.
12 January 2026
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Micron stock holds near a fresh high as suppliers lift chip testing fees; what comes next

Micron stock holds near a fresh high as suppliers lift chip testing fees; what comes next

Micron Technology shares closed up 0.2% at $345.87 on Monday, then held steady after hours as memory-chip testing and packaging vendors raised prices by up to 30%. Micron is promoting its new 3610 SSD for AI PCs and mainstream notebooks, while phasing out Crucial consumer products at retailers. The company expects tight memory markets through 2026 and raised its capital spending plan to $20 billion.
12 January 2026
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Microsoft stock slips after the bell as Goldman flags “compounding AI cycles” ahead of earnings

Microsoft stock slips after the bell as Goldman flags “compounding AI cycles” ahead of earnings

Microsoft shares slipped 0.4% after hours Monday to $477.22. Goldman Sachs resumed coverage with a Buy rating and raised its price target to $655, while Barclays trimmed its target to $610. Investors are watching Tuesday’s U.S. CPI report and Microsoft’s Jan. 28 earnings release. Societe Generale will switch to Microsoft’s Copilot AI tool, according to Bloomberg.
12 January 2026
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Tesla stock edges up after hours as robotaxi deadlines, CPI and earnings line up as next tests for TSLA

Tesla stock edges up after hours as robotaxi deadlines, CPI and earnings line up as next tests for TSLA

Tesla shares rose 0.9% to $448.90 in late Monday trading after a report outlined new 2026 plans including robotaxis and the “Cybercab.” More than 61 million shares traded as the S&P 500 and Dow hit record closes. Investors await Tuesday’s U.S. inflation data and Tesla’s Jan. 28 earnings report. Tesla’s annual sales recently fell for a second year, with China’s BYD now the top EV seller.
12 January 2026
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Meta stock slips after-hours as Zuckerberg rolls out ‘Meta Compute’ AI buildout

Meta stock slips after-hours as Zuckerberg rolls out ‘Meta Compute’ AI buildout

Meta shares fell 1.7% to $641.92 in after-hours trading Monday after CEO Mark Zuckerberg announced the “Meta Compute” AI infrastructure push. The New York Times reported Meta plans to cut about 10% of Reality Labs staff, or roughly 1,500 jobs, as soon as Tuesday. Zuckerberg named Dina Powell McCormick as president and vice chair. Meta has spent over $60 billion on Reality Labs since 2020.
12 January 2026
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Nvidia stock barely moves after hours as $1 billion Eli Lilly AI lab plan lands

Nvidia stock barely moves after hours as $1 billion Eli Lilly AI lab plan lands

Nvidia and Eli Lilly will invest up to $1 billion over five years in a joint AI drug discovery lab in the San Francisco Bay area, using Nvidia’s latest chips. Nvidia shares closed at $184.88, up 0.01%, and hovered near $184.94 after hours. The exact lab location will be announced in March. Investors are watching TSMC’s earnings report on January 15 and Nvidia’s on February 25.
12 January 2026
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Stock Market Today

  • PLS Group's Mitsubishi UFJ Exit and Lithium Expansion Impact on Shareholders
    March 14, 2026, 10:13 PM EDT. PLS Group (ASX:PLS) faces a shift as Mitsubishi UFJ Financial Group ceases to be a substantial holder after share trades and securities returns. PLS's Pilgangoora lithium mine in Western Australia and its Brazil Colina project highlight operational strength and geographic diversification. Backed by about A$954 million cash and A$1.60 billion liquidity, PLS reported A$624 million sales and A$32.8 million net income in H1 FY2026, signaling a return to profitability. Despite this, lithium price volatility remains a risk for margins and capital expenditure returns. Mitsubishi UFJ's exit does not materially change near-term business drivers but could influence investor sentiment. Forecasts project A$1.4 billion revenue and A$247 million earnings by 2028, requiring strong growth amid volatility. Analyst views diverge, with fair value estimates ranging from 19% upside to 39% downside versus current price.
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