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.

Meta’s nuclear power deals jolt data center stocks as CPI week looms

Meta’s nuclear power deals jolt data center stocks as CPI week looms

New York, January 11, 2026, 12:57 EST — Market closed Data center-related stocks open Monday with attention on power supply following Meta’s fresh nuclear energy agreements to support its AI expansion. Vistra jumped roughly 10.5% on Friday, Oklo climbed about 7.9%, and Meta edged up around 1.1%. Here’s why it’s crucial today: the market now sees electricity as a hard limit, not just an afterthought, for the upcoming surge in AI data centers. This shift has dragged utilities and nuclear developers into the mix, alongside the chipmakers and server firms that have traditionally led this trade. Spending buzzed again Friday.
11 January 2026
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Oil stocks brace for Monday as Bessent hints Venezuela sanctions relief; Chevron, Exxon in focus

Oil stocks brace for Monday as Bessent hints Venezuela sanctions relief; Chevron, Exxon in focus

NEW YORK, Jan 11, 2026, 12:40 EST — Market closed U.S. oil inventories enter the new week with renewed focus on Washington’s timeline for Venezuela. Treasury Secretary Scott Bessent indicated more sanctions could be eased “as soon as next week” to boost oil exports. He mentioned Treasury is considering adjustments to allow proceeds from Venezuela’s oil—mostly stored on ships—to flow back into the country. Bessent also said he plans meetings next week with IMF and World Bank leaders. (Reuters) Why it matters now: quicker access for Venezuelan crude to the U.S. market would challenge an already narrow band for oil
11 January 2026
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Polestar stock falls after record 2025 sales; Feb. 18 strategy update becomes the next test

Polestar stock falls after record 2025 sales; Feb. 18 strategy update becomes the next test

New York, January 11, 2026, 12:45 EST — Market closed Polestar shares dropped roughly 5.5% to $20.99 in the final U.S. session, following the Swedish EV maker’s quarterly retail sales surge. The company also announced a strategy update scheduled for Feb. 18, which will feature a financial outlook. The company’s sales update is crucial as Polestar pushes to prove it can grow without relying on fresh capital. With U.S. markets closed for the weekend, the key will be whether Monday triggers more selling or sparks some bargain hunting. The environment looks tough. Stellantis announced it will drop plug-in hybrid programs
11 January 2026
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Gurugram water supply disrupted after Basai pipeline damage as Delhi’s smog stays ‘very poor’

Gurugram water supply disrupted after Basai pipeline damage as Delhi’s smog stays ‘very poor’

New Delhi, Jan 11, 2026, 23:03 IST A damaged pipeline supplying Gurugram’s Basai water treatment plant has disrupted water flow to large parts of the city. The Gurugram Metropolitan Development Authority (GMDA) halted supply from the Chandu Budhera plant and began repairs. The outage affected Sectors 1–23 and 81–115, covering around 150 colonies and villages in Old Gurugram plus nearly 50 societies in newer sectors. GMDA said it was providing limited water from Basai to some areas while the fixes were underway. (Hindustan Times) This incident highlights just how fragile the pipe network is across the Delhi-National Capital Region. One
11 January 2026
Semiconductor stocks hit a record high — CPI day and supply-chain politics loom

Semiconductor stocks hit a record high — CPI day and supply-chain politics loom

New York, Jan 11, 2026, 12:38 EST — Market closed. U.S. semiconductor stocks closed at a record on Friday, with the PHLX semiconductor index (.SOX) up 2.7% as Lam Research jumped 8.7% to $218.36 and Intel surged nearly 11%. Broadcom rose 3.8%, and Zachary Hill, Horizon Investments’ head of portfolio management, said investors were “picking the winners and losers” inside the AI trade. (Reuters) That record close matters heading into the new week because chip shares tend to swing with interest-rate expectations, and the market is about to get a fresh inflation read. “All the inflation numbers are going to
11 January 2026
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EQT stock drops as U.S. natural gas prices hit an 11-week low — what to watch next week

EQT stock drops as U.S. natural gas prices hit an 11-week low — what to watch next week

New York, Jan 11, 2026, 12:31 EST — Market closed. EQT Corp shares dropped 2.1% on Friday, closing at $51.09, lagging behind a broader U.S. rally. The S&P 500 gained 0.65%, while the Dow rose 0.48%. The market will be closed Sunday ahead of Monday’s reopening. (MarketWatch) This is crucial since EQT trades on the strip, not the front-month price. When Henry Hub eases up, the cash flow calculations for gas producers shift fast—and this month, weather models have carried the bulk of the load. U.S. natural gas futures dropped roughly 2% to hit an 11-week low on Friday, with
11 January 2026
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Shell buyback faces fresh questions after Q4 warning as post-oil plan takes shape

Shell buyback faces fresh questions after Q4 warning as post-oil plan takes shape

LONDON, Jan 11, 2026, 17:44 GMT Shell on Thursday flagged that weak oil trading would drag its chemicals and products division into a fourth-quarter loss, casting doubt on its $3.5 billion quarterly share buyback. RBC’s Biraj Borkhataria pinpointed the main issue: will management “hold the line” on buybacks? HSBC’s Kim Fustier expressed less confidence in that. UBS’s Josh Stone slashed his Q4 net income forecast by 14% to $3.6 billion, while Citi’s Alastair Syme trimmed his estimate 11% to $3.83 billion. Shell shares dropped 2.6%. (Reuters) The warning is crucial now since trading, refining, and chemicals have been the key
11 January 2026
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XRP price stock watch: Ripple’s UK FCA licence keeps XRP near $2.09 as CPI week looms

XRP price stock watch: Ripple’s UK FCA licence keeps XRP near $2.09 as CPI week looms

New York, Jan 11, 2026, 12:23 EST — Market closed XRP hovered around $2.09 on Sunday, edging up roughly 0.1% in the past 24 hours after a subdued weekend in crypto trading. The 24-hour volume clocked in at about $1.25 billion. According to CoinMarketCap, XRP remains the fourth-largest cryptocurrency by market cap. (CoinMarketCap) The trigger here is regulatory, not technical. Ripple’s UK permissions arrive as markets brace for a week packed with U.S. inflation data, a key factor that could shift rate expectations and, in turn, influence demand for riskier bets like cryptocurrencies. That mix is crucial now since XRP
11 January 2026
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Credo jumps on Needham ‘Top Pick’ call — AI stock traders size up CPI week

Credo jumps on Needham ‘Top Pick’ call — AI stock traders size up CPI week

New York, Jan 11, 2026, 12:26 EST — The market has closed. Credo Technology Group Holding shares climbed 6.2% on Friday, closing at $150.42. The boost came after a Needham analyst labeled the AI data-center connectivity company a “Top Pick” for 2026. With U.S. markets closed over the weekend, investors will carry that momentum into Monday’s session as inflation figures loom. Timing is key. The AI trade has been bouncing between “buy the pipes” and “trim the multiple.” The next few sessions bring key triggers that usually move high-growth stocks first: big bank earnings and December CPI. Investors remain cautious,
11 January 2026
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Gold price near $4,500 keeps GLD in focus as CPI week begins

Gold price near $4,500 keeps GLD in focus as CPI week begins

New York, January 11, 2026, 12:16 EST — Market closed. SPDR Gold Shares (GLD), the gold-backed ETF, closed Friday at $414.47, gaining 0.7% after hitting an intraday peak of $415.29. (Investing.com) U.S. markets were closed on Sunday, leaving gold-linked stocks hovering near record highs as the week begins. The next big shift will probably hinge on macroeconomic factors rather than miners’ production levels. Gold has acted as a barometer for rates and risk. Sharp moves are common when investors flip between betting on “Fed cuts” and “Fed on hold.” Spot gold climbed 0.5% to $4,496.09 an ounce Friday afternoon, set
11 January 2026
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Silver price stock SLV jumps 3.8% into weekend as spot silver nears $80; CPI next

Silver price stock SLV jumps 3.8% into weekend as spot silver nears $80; CPI next

NEW YORK, Jan 11, 2026, 12:19 ET — Market closed. The iShares Silver Trust (SLV), a favored silver price proxy traded like a stock, closed Friday up 3.83% at $72.38 ahead of the weekend. Its trading range spanned $70.87 to $72.99, with volume hitting roughly 90.65 million shares. (Investing.com) Spot silver hit $79.56 an ounce on Friday, eyeing nearly a 9.7% gain for the week, Reuters reported. The jump came after U.S. job growth missed expectations, fueling bets on several Federal Reserve rate cuts this year. Bart Melek, TD Securities’ global head of commodity strategy, said, “Payrolls are showing us
11 January 2026
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Bitcoin price holds near $91,000 despite ETF outflows — crypto stocks face a CPI test this week

Bitcoin price holds near $91,000 despite ETF outflows — crypto stocks face a CPI test this week

New York, Jan 11, 2026, 12:20 EST — Market closed Bitcoin gained roughly 0.3% to hit $90,865 on Sunday, bouncing between $90,289 and $91,075 earlier. While crypto markets never sleep, U.S. stock exchanges remain closed for the weekend. It’s significant since the upcoming two sessions will deliver the usual triggers that often ripple into bitcoin: new U.S. inflation figures, the kickoff of earnings season, and renewed chatter about interest-rate prospects. When rate expectations shift, bitcoin frequently tracks alongside other risk assets. Investors remain focused on how bitcoin-linked stocks perform once Wall Street reopens. These shares have turned into a leveraged
11 January 2026
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Stock Market Today

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta stock faces an AI split: ad gains vs a $135 billion bill

7 February 2026
Meta shares dropped 1.3% to $661.46 on Friday after the company projected 2026 capital spending of up to $135 billion, raising investor concerns over cash flow. Meta reported Q4 revenue of $59.89 billion, up 24% year-over-year, with ad impressions rising 18%. Analysts remain divided on whether AI-driven ad gains can offset the steep spending ramp.
IAG share price jumps toward a 52-week peak — what to watch before London reopens

IAG share price jumps toward a 52-week peak — what to watch before London reopens

7 February 2026
IAG shares rose 4.33% to 438.50 pence Friday, near their 52-week high, ahead of full-year results due later this month. The company reported 162,073,135 treasury shares and total voting rights of 4,565,128,012. Brent crude fell 2.2% Thursday to $67.93 a barrel. South Europe Ground Services logged 712,340 operations in 2025 and seeks approval to operate in Portugal.
Binance scoops up 3,600 more Bitcoin for SAFU as BTC whipsaws after brutal selloff

Binance scoops up 3,600 more Bitcoin for SAFU as BTC whipsaws after brutal selloff

7 February 2026
Binance bought 3,600 bitcoin for its Secure Asset Fund, bringing its holdings to 6,230 BTC after bitcoin rebounded above $70,000 following a sharp drop. The broader crypto market lost about $2 trillion since October, with $1 billion in leveraged bitcoin positions liquidated in 24 hours. Strategy reported a wider Q4 loss as bitcoin fell. Gemini will cut up to 200 jobs and exit the UK, EU, and Australia.
Halma share price: Friday’s lift sets up what investors watch next week

Halma share price: Friday’s lift sets up what investors watch next week

7 February 2026
Halma shares closed up 0.7% at 3,548 pence on Friday, valuing the group at about £13.4 billion. The Bank of England held rates at 3.75% in a split vote, keeping rate-cut speculation in focus. Halma’s next trading update is set for March 12. The FTSE 100 ended the week up 0.6%, lifted by bank stocks.
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