Today: 7 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.

Amazon stock slips after hours as Italy trims antitrust fine; CPI and earnings next

Amazon stock slips after hours as Italy trims antitrust fine; CPI and earnings next

New York, Jan 12, 2026, 16:44 EST — After-hours Italy’s antitrust watchdog on Monday reduced a record fine against Amazon.com, lowering the penalty linked to an abuse-of-dominance case in logistics. After hours, Amazon shares slipped roughly 0.4% to $246.47 following the 4 p.m. close. (Reuters) The cut doesn’t close the case but slashes a known liability and throws Europe’s regulatory risk back into focus for a stock that already moves on slim shifts in sentiment. It matters now as investors wrestle with two shifting factors for 2026: regulation and growth. The focus for Amazon remains squarely on Amazon Web Services
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

New York, Jan 12, 2026, 16:21 EST — After-hours Microsoft Corp shares (MSFT) slipped about 0.4% after Monday’s close, landing at $477.22, with intraday moves ranging from $474.45 to $480.88. Goldman Sachs analyst Gabriela Borges resumed coverage, assigning a Buy rating and lifting her 12-month price target to $655 from $630. She noted Microsoft stands out among megacaps to capitalize on “compounding AI product cycles.” The company’s market cap sits near $3.85 trillion. (Finviz) The analyst moves came amid a market still uneasy over interest rates, as investors focused on Tuesday’s U.S. consumer price index (CPI) report—a crucial inflation measure
12 January 2026
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Apple stock inches up after Google Gemini-Siri deal — what investors watch next

Apple stock inches up after Google Gemini-Siri deal — what investors watch next

NEW YORK, Jan 12, 2026, 16:21 ET — After-hours Apple Inc shares climbed 0.3% to $260.24 in after-hours trading Monday, as investors digested news of a new AI deal connected to Siri. Alphabet gained roughly 1%, while the Nasdaq-tracking Invesco QQQ and the SPDR S&P 500 ETF Trust showed little movement. This deal is crucial as Apple finds itself caught in an awkward spot within the AI trade. The company boasts a huge user base and strong cash flow, yet it hasn’t launched a headline-grabbing AI product like some of its competitors. Siri stands out as the key pressure point.
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

New York, January 12, 2026, 4:21 PM EST — After-hours Tesla shares climbed roughly 0.9% to $448.90 in late Monday trading, swinging between $438.01 and $454.21 earlier in the session. More than 61 million shares changed hands. The move unfolded as U.S. stocks inched up, pushing the S&P 500 and Dow to new record closes. Investors seemed to shrug off renewed doubts about Federal Reserve independence. (Reuters) Tuesday’s Consumer Price Index report for December 2025 drops at 8:30 a.m. Eastern, and it could shake up rate forecasts fast. This is critical for Tesla, as growth stocks often react sharply when
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

New York, Jan 12, 2026, 4:22 PM ET — After-hours Shares of Meta Platforms dropped 1.7% to $641.92 in after-hours Monday following CEO Mark Zuckerberg’s announcement of a new “Meta Compute” initiative. He outlined plans to expand the company’s AI infrastructure to “tens of gigawatts” within this decade and eventually reach “hundreds of gigawatts or more.” (Reuters) This move marks the next stage in Meta’s spending spree. A gigawatt measures power, with data centers at that scale pulling electricity comparable to small cities. Building and operating them comes with hefty costs. This comes as investors push to see how far
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

New York, January 12, 2026, 16:30 EST — Trading after-hours. Nvidia shares held steady in after-hours trading Monday following the announcement that the chipmaker and Eli Lilly plan to launch a joint AI research lab focused on accelerating drug discovery. This deal is significant as Nvidia looks to embed its chips and software more firmly into sectors beyond the typical cloud giants. Healthcare stands out as one of the rare fields where fresh AI workloads can emerge without waiting on the next tech spending wave. Traders, however, are focused mainly on one factor: the strength and consistency of demand for
12 January 2026
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GE Aerospace stock edges up with earnings next week as Airbus flags engine delays

GE Aerospace stock edges up with earnings next week as Airbus flags engine delays

New York, Jan 12, 2026, 15:27 EST — Regular session Shares of GE Aerospace climbed 0.7% to $323.98 in Monday afternoon trading, gaining roughly $2.39 for the day. Investors are gearing up for next week’s quarterly earnings while keeping an eye on new tensions in the jet-engine supply chain, sparked by Airbus’s recent critique of deliveries from rival Pratt & Whitney. (Reuters) The jet-engine manufacturer will release its fourth-quarter 2025 earnings on Jan. 22. Management is set to hold a webcast at 7:30 a.m. EST, per its investor relations page. (GE Aerospace) Timing is crucial since GE’s engine division generates
12 January 2026
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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

NEW YORK, Jan 12, 2026, 15:44 EST — Regular session Lowe’s Companies, Inc. shares climbed 1.1% to $270.09 in afternoon trading Monday. Meanwhile, rival Home Depot slipped 0.6%. Lowe’s stock fluctuated between $263.83 and $270.98, with roughly 1.9 million shares traded. Wall Street steadied following an initial dip sparked by fresh concerns over the Federal Reserve’s independence. The Dow slipped 0.12%, while the S&P 500 crept up 0.07% and the Nasdaq gained 0.33%, according to Reuters. For Lowe’s, this environment hits home since home-improvement spending tracks closely with borrowing costs and how often houses change hands. When rates fluctuate sharply,
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

New York, January 12, 2026, 15:38 EST — Regular session Marvell Technology shares barely moved Monday afternoon, trailing broader semiconductor gains. At 3:38 p.m. EST, the stock slipped slightly to $83.21. Meanwhile, the iShares Semiconductor ETF climbed roughly 0.7%, and Broadcom pushed up around 2.5%. Timing is crucial. Taiwan Semiconductor Manufacturing Co, a major Nvidia supplier and a key indicator of advanced chip demand, reports Thursday. Investors look to its guidance for clues on AI infrastructure spending. Galen Zeng, senior research manager at IDC, noted: “The main driver is the explosive growth of the AI server accelerator manufacturing market.” (Reuters)
12 January 2026
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Caterpillar stock hits a fresh record as Citi lifts target and traders look to CPI, earnings

Caterpillar stock hits a fresh record as Citi lifts target and traders look to CPI, earnings

New York, Jan 12, 2026, 15:37 EST — Regular session Caterpillar Inc shares hit an intraday high on Monday, outpacing a steady U.S. market as investors focused on major industrial stocks ahead of key data releases and the upcoming late-January earnings season. The stock climbed $8.44, or roughly 1.4%, to $626.06 in afternoon trading, after peaking at $630.76 earlier in the day. Caterpillar matters now as a key gauge for heavy equipment demand, and its stock is trading in a range where even slight shifts in sentiment can pack a punch. Traders are trying to figure out if 2026 will
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

New York, Jan 12, 2026, 15:21 EST — Regular session CrowdStrike Holdings, Inc. shares dropped Monday following a downgrade by KeyBanc Capital Markets. The move adds pressure on the cybersecurity company’s stock, which had been factoring in steady spending and an extended period for platform consolidation. (TipRanks) The call is crucial now as 2026 software budgets take shape, and “security” isn’t the automatic line-item exemption in every CIO presentation anymore. CrowdStrike’s premium valuation compared to peers means even slight signals of slower spending can trigger an immediate market reaction before deeper analysis kicks in. It arrives as the market shifts,
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

NEW YORK, Jan 12, 2026, 15:19 EST — Regular session Shares of Credo Technology Group Holding Ltd climbed 3.1% to $155.10 in Monday afternoon trading, bouncing between $145.35 and $156.43 earlier. The Nasdaq-listed company, with a market cap near $32.5 billion, trades at a triple-digit trailing price-to-earnings ratio as AI-driven semiconductor enthusiasm pushes valuations higher. Credo’s recent rally is significant given its role in data center infrastructure, where it sells high-speed connectivity equipment built to handle growing data loads while cutting power use. That niche is often viewed by investors as a gauge for how long major cloud and AI
12 January 2026
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Stock Market Today

LSEG share price: London Stock Exchange Group stock braces for Monday after AI jitters and buyback move

LSEG share price: London Stock Exchange Group stock braces for Monday after AI jitters and buyback move

7 February 2026
London, Feb 7, 2026, 08:20 GMT — Market closed. London Stock Exchange Group plc (LSEG.L) shares ended Friday at 7,502 pence, down about 1.1% on the day, with London markets shut for the weekend and set to reopen on Monday. (MarketWatch) The stock has been caught in a wider repricing of software, data and analytics names as investors question which business models benefit from the next wave of AI — and which get squeezed. “It’s a de-risking trade,” Andrew Wells, chief investment officer at SanJac Alpha, said, as he argued the AI build-out had become “too pricey.” (Reuters) LSEG also
GSK share price set for Monday watch after EU clears Nucala COPD use

GSK share price set for Monday watch after EU clears Nucala COPD use

7 February 2026
GSK shares closed Friday up 0.83% at a 52-week high after the EU approved Nucala for certain uncontrolled COPD patients. Insider filings showed chairman Jonathan Symonds bought 2,500 shares while executive David Redfern sold 100,000. The FTSE 100 rose 0.6%. Broker ratings on GSK remained mixed.
Aye Finance IPO: Rs 454-crore anchor haul follows valuation cut below last round

Aye Finance IPO: Rs 454-crore anchor haul follows valuation cut below last round

7 February 2026
Aye Finance raised Rs 454.5 crore from 19 anchor investors ahead of its Feb 9 IPO, pricing shares at the top of a Rs 122–129 range. The company’s profit fell 40% to Rs 64.3 crore in the six months to September as bad loans rose to 4.85%. The IPO values Aye at about Rs 3,200 crore, below its last private round. Major investors include Nippon Life India and Goldman Sachs funds.
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