Today: 12 April 2026

Khadija Saeed

A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

Bloom Energy stock jumps again as $2.65B AEP fuel-cell order keeps Wyoming data-center trade in focus

Bloom Energy stock jumps again as $2.65B AEP fuel-cell order keeps Wyoming data-center trade in focus

Bloom Energy shares rose 3.6% to $126.23 Friday after American Electric Power disclosed a $2.65 billion fuel-cell purchase agreement and 20-year offtake deal for a Wyoming facility. Laramie County approved a massive AI data center and 2.7 GW power buildout using Bloom’s fuel cells. Tallgrass estimates the energy infrastructure alone at $7 billion, with total project costs potentially reaching $50 billion.
Lockheed Martin stock jumps on Trump defense budget boost, but buyback curbs hang over LMT

Lockheed Martin stock jumps on Trump defense budget boost, but buyback curbs hang over LMT

Lockheed Martin shares rose 4.5% to $541.92 in late morning trading Friday after Trump signed an executive order tying defense contractor payouts to delivery schedules and proposed a $1.5 trillion fiscal 2027 defense budget. Lockheed secured a $22.6 million contract modification for AN/SLQ-32(V)6 work and a C-130 logistics contract. Northrop Grumman and L3Harris also gained.
Oracle stock jumps nearly 3% after soft US jobs data, but AI spending worries linger

Oracle stock jumps nearly 3% after soft US jobs data, but AI spending worries linger

Oracle shares rose 2.9% to $195.07 Friday after a weaker U.S. jobs report fueled hopes for interest rate cuts, lifting tech stocks. The stock remains about 44% below its 52-week high. Investors are focused on Oracle’s AI data-center spending and its next quarterly results in mid-March. The company declared a 50-cent dividend payable January 23.
Netflix stock slides below $90 as Goldman trims target and Warner bid fight drags on

Netflix stock slides below $90 as Goldman trims target and Warner bid fight drags on

Netflix shares dropped 2% to $88.70 Friday after Goldman Sachs cut its price target, with pressure mounting as Paramount reiterated a higher $30-per-share bid for Warner Bros. Discovery. Paramount’s offer expires Jan. 21, while Warner would owe Netflix a $2.8 billion breakup fee if it exits their deal. Investors await Netflix’s Jan. 20 earnings for clarity on financing and strategy.
Applied Digital stock jumps again as hyperscaler talks and $2.35B financing keep APLD in play

Applied Digital stock jumps again as hyperscaler talks and $2.35B financing keep APLD in play

Applied Digital shares jumped 11% to $35.38 after quarterly revenue hit $126.6 million, beating estimates by nearly $40 million. The company said its Polaris Forge 1 site is now ready for service, delivering 100 MW for CoreWeave, and it is in advanced talks with another major customer. Management highlighted $2.35 billion in new debt financing. Net loss for the quarter was $31.2 million.
JPMorgan stock today: Apple Card deal puts JPM in the spotlight as earnings near

JPMorgan stock today: Apple Card deal puts JPM in the spotlight as earnings near

JPMorgan Chase shares rose 0.4% to $331.12 after agreeing to take over Apple Card issuance from Goldman Sachs, a transition expected to move over $20 billion in balances and take about two years pending regulatory approval. JPMorgan will book a $2.2 billion credit-loss provision in Q4. Financial sector ETFs were little changed. Investors await JPMorgan’s Jan. 13 earnings for signals on credit costs and expenses.
Strategy Inc stock slips as MSCI clamps down on index weight gains — Feb 10 is the next date to watch

Strategy Inc stock slips as MSCI clamps down on index weight gains — Feb 10 is the next date to watch

Strategy Inc shares fell 3.8% to $160.57 Friday after MSCI froze index weight changes for bitcoin-heavy firms but kept them in its benchmarks. MSCI’s move follows a volatile week for the stock and leaves traders focused on the Feb. 10 index review. Bitcoin rose 0.7%, while Coinbase dropped 2%. Strategy disclosed a $17.44 billion unrealized loss on digital assets and raised its bitcoin holdings to 673,783.
Alphabet (GOOG) stock rises as Cantor turns bullish and Google’s Wiz deal clock ticks

Alphabet (GOOG) stock rises as Cantor turns bullish and Google’s Wiz deal clock ticks

Alphabet Class C shares rose 1.2% to $330.07 Friday after Cantor Fitzgerald upgraded the stock and raised its price target to $370. EU regulators set Feb. 10 as the decision date for Alphabet’s $32 billion Wiz acquisition. Alphabet will report fourth-quarter and full-year results on Feb. 4. Google and Character.AI settled a Florida lawsuit over chatbot-related suicide; terms were not disclosed.
Sandisk stock rebounds on soft US jobs report; what’s driving SNDK now

Sandisk stock rebounds on soft US jobs report; what’s driving SNDK now

Sandisk shares rose 7% to $357.90 in early New York trading Friday, rebounding after a 5.4% drop the previous session. The move followed softer U.S. payrolls data and renewed risk appetite. Investors are watching for Tuesday’s CPI report, a Supreme Court tariff ruling, and Sandisk’s Jan. 29 earnings. Western Digital, Seagate, and Micron also gained.
EQT stock drifts as U.S. natural gas prices slide again, with storage and weather in play

EQT stock drifts as U.S. natural gas prices slide again, with storage and weather in play

EQT shares edged down 0.2% to $52.12 Friday after a sharp 4.2% drop the previous session. U.S. natural gas futures slipped 2% to $3.33/mmBtu as mild weather forecasts weighed on heating demand. Government data showed a storage draw of 119 bcf, keeping inventories 1% above the five-year average. Output remains near record highs, with traders watching for updated weather models.
Nvidia stock dips after Reuters report on China H200 pay-upfront terms

Nvidia stock dips after Reuters report on China H200 pay-upfront terms

Nvidia shares fell 0.2% to $184.61 after Reuters reported the company now requires full upfront payment from Chinese buyers for H200 GPUs, with no cancellations or refunds allowed. Chinese firms have ordered over 2 million units, far exceeding Nvidia’s inventory. President Trump previously said H200 shipments to China would carry a 25% fee. Nvidia reports fiscal Q4 results on Feb. 25.
9 January 2026
Silver price snaps back, lifting SLV stock after U.S. jobs data; CPI is next test

Silver price snaps back, lifting SLV stock after U.S. jobs data; CPI is next test

iShares Silver Trust surged 3.2% to $71.94 Friday morning in New York as spot silver gained 1.4% to $77.97 per ounce, rebounding after recent volatility. U.S. payrolls rose by 50,000 in December, missing forecasts, while the unemployment rate slipped to 4.4%. Traders are watching for the U.S. CPI release on Jan. 13 and the Fed’s late January meeting.
Bitcoin price today: BTC steadies near $90,000 as Coinbase, Strategy stocks slide on Fed-rate rethink

Bitcoin price today: BTC steadies near $90,000 as Coinbase, Strategy stocks slide on Fed-rate rethink

Bitcoin hovered near $90,000 early Friday as U.S. spot bitcoin ETFs posted $398.8 million in net outflows for a second straight session. Coinbase shares fell 2.7%, while Strategy dropped 4.9%. U.S. employers added 50,000 jobs in December, keeping unemployment at 4.4%. Markets now see a 95.4% chance the Fed will hold rates steady at its Jan. 28 meeting.
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Stock Market Today

  • Ross Stores Price Target Raised 17.32% to €198.38 Amid Mixed Institutional Moves
    April 11, 2026, 8:06 PM EDT. Ross Stores (XTRA:RSO) saw its average one-year price target increase by 17.32% to €198.38 per share from €169.09, reflecting analyst optimism. The target range spans €129.82 to €223.12. Despite fund ownership dropping by 36.73% in the last quarter, average portfolio weight in RSO rose 28.88%. Institutional holdings fell 13.43% to 291.39 million shares. Major investors showed varied activity: Bank of America slightly increased shares held to 9.78 million, while JPMorgan Chase cut holdings by over 32%. Primecap Management and Geode Capital boosted their allocations, signaling selective confidence amid fluctuating positions. This data highlights nuanced institutional sentiment driving Ross Stores stock dynamics ahead.

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India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

11 April 2026
Lockheed Martin said it is not in direct talks with India over the F-35, clarifying that any approach must go through official U.S. and Indian channels under the Foreign Military Sales process. Indian officials confirmed no formal discussions on acquiring the F-35 have begun. India recently approved a $40 billion military upgrade, including other fighter jets, while Lockheed’s F-21 remains in a separate competition.
Why SNOW Stock Is Falling Again: Snowflake Nears 52-Week Low as AI Worries Hit Software

Why SNOW Stock Is Falling Again: Snowflake Nears 52-Week Low as AI Worries Hit Software

11 April 2026
Snowflake shares fell 8.4% to $121.11 on Friday after an 11.7% drop Thursday, as investors sold off software stocks amid concerns over new AI tools from Anthropic and OpenAI. The stock now trades just above its 52-week low. The S&P 500 Software and Services Index is down 25.5% for the year. Snowflake reported fourth-quarter product revenue of $1.23 billion, up 30% from a year earlier.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 11.04.2026

11 April 2026
LIVEMarkets rolling coverageStarted: April 11, 2026, 12:00 AM EDTUpdated: April 11, 2026, 8:18 PM EDT Ross Stores Price Target Raised 17.32% to €198.38 Amid Mixed Institutional Moves April 11, 2026, 8:06 PM EDT. Ross Stores (XTRA:RSO) saw its average one-year price target increase by **17.32% to €198.38** per share from €169.09, reflecting analyst optimism. The target range spans €129.82 to €223.12. Despite fund ownership dropping by 36.73% in the last quarter, average portfolio weight in RSO rose 28.88%. Institutional holdings fell 13.43% to 291.39 million shares. Major investors showed varied activity: Bank of America slightly increased shares held to 9.78
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