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.

Lowe’s stock edges higher while Home Depot slips; traders eye Feb. 25 earnings call

Lowe’s stock edges higher while Home Depot slips; traders eye Feb. 25 earnings call

Lowe’s shares rose 1.1% to $270.09 Monday afternoon, outpacing Home Depot, which slipped 0.6%. About 1.9 million Lowe’s shares changed hands as Wall Street steadied after an early dip tied to Fed concerns. Lowe’s next earnings call is set for Feb. 25, with a $1.20 dividend payable Feb. 4 to holders on record Jan. 21. The stock moved within a $263.83–$270.98 range during the session.
12 January 2026
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Marvell stock stalls even as chip ETFs rise — what’s moving MRVL now

Marvell stock stalls even as chip ETFs rise — what’s moving MRVL now

Marvell Technology shares slipped to $83.21 Monday afternoon, lagging a broader chip rally as the iShares Semiconductor ETF rose 0.7% and Broadcom gained 2.5%. Traders are watching Tuesday’s U.S. CPI data and Thursday’s Taiwan Semiconductor earnings for signals on AI demand. Marvell’s next earnings report is expected in early March. The company recently agreed to buy XConn Technologies for about $540 million.
12 January 2026
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CrowdStrike stock slips on KeyBanc downgrade as 2026 security budget doubts surface

CrowdStrike stock slips on KeyBanc downgrade as 2026 security budget doubts surface

CrowdStrike shares fell 0.6% to $467.84 Monday after KeyBanc downgraded the stock to “Sector Weight,” citing high valuation and uncertain AI-driven security spending in 2026. The company announced a new partnership with Nord Security targeting small and midsize businesses. KeyBanc’s CIO survey suggests security budgets will trail overall IT spending next year. Other software stocks like Okta rose on the news.
12 January 2026
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Credo Technology (CRDO) stock climbs as AI-chip trade stays hot; Needham conference next

Credo Technology (CRDO) stock climbs as AI-chip trade stays hot; Needham conference next

Credo Technology shares rose 3.1% to $155.10 Monday, trading as high as $156.43 amid sector gains and anticipation of its Jan. 14 presentation at Needham’s Growth Conference. The company last reported $268 million in quarterly revenue and forecast up to $345 million for the next period. TSMC will report earnings Jan. 15, with investors watching for AI chip demand signals.
12 January 2026
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Texas Instruments stock slips as chip ETF firms; investors eye Jan. 27 earnings amid Fed jitters

Texas Instruments stock slips as chip ETF firms; investors eye Jan. 27 earnings amid Fed jitters

Texas Instruments shares slipped 0.2% to $189.85 in Monday afternoon trading, underperforming chip sector peers as the iShares Semiconductor ETF rose 0.7% and Nvidia gained about 1%. Investors are watching TI’s Jan. 27 earnings for signals on industrial and auto demand amid market volatility tied to a Justice Department probe involving Fed Chair Jerome Powell.
12 January 2026
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Lululemon stock rises after holiday-quarter outlook shifts to high end as LULU investors eye ICR

Lululemon stock rises after holiday-quarter outlook shifts to high end as LULU investors eye ICR

Lululemon shares rose 3.2% to $210.43 Monday after the company said holiday-quarter revenue and profit would reach the high end of its forecast, citing strong seasonal demand. The retailer maintained its margin and expense outlook. CEO Calvin McDonald steps down Jan. 31, with interim co-CEOs named as the board searches for a replacement. Founder Chip Wilson has launched a proxy fight as Elliott Management builds a $1 billion stake.
12 January 2026
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Honeywell stock flat as new Google Cloud retail tech lands, Citi trims target ahead of earnings

Honeywell stock flat as new Google Cloud retail tech lands, Citi trims target ahead of earnings

Honeywell shares edged up 0.1% to $207.50 after launching new software tools for retail and warehouse operations. Citi lowered its price target to $262 but maintained a buy rating. Investors await Honeywell’s Jan. 29 results and 2026 outlook for signs of demand and margin trends. Honeywell will start rolling out its new Smart Shopping Platform in February.
12 January 2026
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D.R. Horton stock rises as KBW trims target — what Wall Street is watching next

D.R. Horton stock rises as KBW trims target — what Wall Street is watching next

D.R. Horton shares rose about 1% to $158.82 Monday afternoon, tracking gains in other major homebuilders. Keefe Bruyette & Woods cut its price target on the stock to $168 from $175 but kept a “Market Perform” rating. Investors are focused on D.R. Horton’s Jan. 20 earnings after the company warned that affordability pressures could keep sales incentives high in 2026.
12 January 2026
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SoFi stock slides as CEO Anthony Noto weighs Trump’s 10% credit-card rate cap

SoFi stock slides as CEO Anthony Noto weighs Trump’s 10% credit-card rate cap

SoFi Technologies shares fell 2.4% to $26.74 Monday after CEO Anthony Noto said Trump’s proposed 10% cap on credit-card rates could boost demand for personal loans. The stock had reached $28.05 before reversing. Capital One and Synchrony dropped 7.5% and 8.9%, while Visa and Mastercard each lost about 2%. Trump’s plan would cap rates for one year starting January 20.
12 January 2026
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Nike stock dips even after Jefferies’ “buy aggressively” call — what NKE investors are watching next

Nike stock dips even after Jefferies’ “buy aggressively” call — what NKE investors are watching next

Nike shares fell 0.6% to $65.52 Monday afternoon, underperforming the broader market despite Jefferies reaffirming its buy rating and $110 price target ahead of the ICR conference. Nike’s latest quarter showed revenue up 1% to $12.4 billion, but net income dropped 32% and gross margin fell to 40.6% due to higher tariffs. Wholesale revenue rose, while direct and Converse sales declined.
12 January 2026
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Merck (MRK) stock slides as JPMorgan conference tests deal buzz and vaccine risk

Merck (MRK) stock slides as JPMorgan conference tests deal buzz and vaccine risk

Merck shares fell 1.1% to $109.27 Monday amid speculation over a possible $28–32 billion acquisition of Revolution Medicines, though no deal has been finalized. The SPDR S&P Biotech ETF dropped 2.1%. Analysts estimate Revolution’s RAS inhibitor drugs could generate over $10 billion in sales by 2035. Merck also faces a potential $2 billion annual revenue hit after U.S. vaccine schedule changes affecting Gardasil and RotaTeq.
12 January 2026
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Goldman Sachs stock ticks up as Powell probe threat, rate-cap talk keep banks on edge

Goldman Sachs stock ticks up as Powell probe threat, rate-cap talk keep banks on edge

Goldman Sachs shares rose 0.6% to $944.73 in Monday afternoon trading ahead of fourth-quarter earnings due Jan. 15. Markets weighed Trump’s proposed 10% cap on credit-card interest rates and threats to indict Fed Chair Jerome Powell. Traders are focused on Tuesday’s U.S. CPI report and major bank earnings. Goldman’s chief economist now expects Fed rate cuts in June and September.
12 January 2026
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Mastercard stock drops as Trump’s 10% credit-card rate cap plan rattles card-linked names

Mastercard stock drops as Trump’s 10% credit-card rate cap plan rattles card-linked names

Mastercard shares fell 1.7% to $565.93 Monday after President Trump called for a one-year 10% cap on credit card interest rates, sending card stocks lower. Visa dropped 1.7% and American Express slid 4.2%. Analysts said such a cap would need Congressional approval and warned it could hurt lender profits. Separately, Google named Mastercard as an endorser of its new Universal Commerce Protocol for AI-driven shopping.
12 January 2026
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Why Johnson & Johnson stock is up today: new Rybrevant data and earnings ahead

Why Johnson & Johnson stock is up today: new Rybrevant data and earnings ahead

Johnson & Johnson shares rose 2.3% to $209.03 after new data showed its drug Rybrevant, combined with chemotherapy, produced a 51% response rate in metastatic colorectal cancer. The results, from the OrigAMI-1 trial, included a 73% response rate in first-line patients. The company’s fourth-quarter earnings report is due Jan. 21. J&J recently struck a deal with the Trump administration to lower U.S. drug prices.
12 January 2026
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Reddit stock (RDDT) slips as insider selling hits the tape; CPI report is the next test

Reddit stock (RDDT) slips as insider selling hits the tape; CPI report is the next test

Reddit shares fell 1.1% to $241.85 Monday as the S&P 500 and Nasdaq-100 ETFs edged up 0.2%. Wells Fargo raised its price target to $207 but kept an equal-weight rating. SEC filings showed Reddit’s chief legal officer and CFO sold shares under preset trading plans. Daily active users rose 19% to 116 million, with revenue up 68% to $585 million.
12 January 2026
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Stock Market Today

  • Rheinmetall Shares Seen Undervalued Despite European Rearmament Boost
    March 14, 2026, 11:00 PM EDT. Rheinmetall's stock closed at €1,592.50, showing a 16.9% return over the past year amid rising defense contracts linked to European rearmament and support for Ukraine. The company's value score stands at 3 out of 6, signaling a mixed undervaluation. A Discounted Cash Flow (DCF) model, which estimates future cash generated and discounts it to present value, suggests Rheinmetall shares are undervalued by 48.4%, with a calculated intrinsic value of €3,085.12 per share versus the current price. This DCF approach projects free cash flow growing to €4.53 billion by 2030, reflecting strong expected future earnings. Investors assess valuation using metrics like price-to-earnings (P/E) ratios, which relate share price to earnings and help gauge what is paid for each euro the company earns.
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