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.

Vistra stock jumps on Meta nuclear power deal as utilities stocks head into CPI week

Vistra stock jumps on Meta nuclear power deal as utilities stocks head into CPI week

New York, Jan 10, 2026, 13:49 EST — Market closed. Shares of Vistra (VST) jumped 10.5% on Friday, beating the broader utilities sector, following Meta Platforms’ deal for long-term power contracts tied to Vistra’s nuclear assets. The rally matters now because Big Tech’s rush to secure reliable electricity is hitting utility and power-producer order books, not just buzzing in conversations about “data centers” and demand forecasts. Investors in utilities stocks, often viewed as bond proxies, may find a 20-year power purchase agreement (PPA) shifts the dynamics quickly. Such deals also secure steady cash flows, smoothing the way for financing plant
10 January 2026
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Healthcare stocks face JPMorgan conference pressure as XLV slips and deal talk builds

Healthcare stocks face JPMorgan conference pressure as XLV slips and deal talk builds

NEW YORK, Jan 10, 2026, 13:31 EST — Market closed U.S. healthcare stocks ended the week weaker, with the Health Care Select Sector SPDR Fund (XLV) slipping 0.5% to $157.31 on Friday. This ETF, often seen as a benchmark for major U.S. healthcare companies, has shown volatility as investors brace for a packed schedule of sector developments. The industry’s annual dealmaking and investor tour is about to ramp up, and healthcare’s stakes are high. Traders are debating if this year will see a surge in biotech and medtech acquisitions, and whether major drugmakers move from discussion to actual deals. The
10 January 2026
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Why Martin Marietta stock just hit a record — and what basic materials traders watch next

Why Martin Marietta stock just hit a record — and what basic materials traders watch next

New York, January 10, 2026, 13:49 EST — Market closed Shares of Martin Marietta Materials Inc jumped 4.6% on Friday, closing at a record $666.67 and thrusting the basic materials company back into the spotlight. Timing is crucial. Building materials shares are moving once more in sync with interest rates, as investors track mortgage expenses and shifts in U.S. policy just as closely as cement demand. President Donald Trump directed government-backed lenders Fannie Mae and Freddie Mac to buy $200 billion in mortgage bonds, Reuters reported, aiming to bring down mortgage rates. TD Cowen noted this move could shrink the
10 January 2026
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Lockheed Martin stock jumps on defense-budget headlines and a Truist upgrade — what matters next

Lockheed Martin stock jumps on defense-budget headlines and a Truist upgrade — what matters next

NEW YORK, Jan 10, 2026, 13:34 EST — Market closed Lockheed Martin shares closed Friday up 4.72% at $542.92, reclaiming their spot at the top of the industrials sector after a volatile start to 2026. (MarketWatch) The trigger came from Washington. President Donald Trump proposed a $1.5 trillion U.S. military budget for 2027, sending Lockheed’s stock higher after it had dipped earlier in the week on worries over limits on shareholder payouts. RBC Capital Markets analysts, led by Ken Herbert, said that the budget boost might “offset” the potential blow from tighter capital return rules, though they warned of “significant
10 January 2026
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Intel stock jumps on Trump praise — what tech investors watch next

Intel stock jumps on Trump praise — what tech investors watch next

NEW YORK, January 10, 2026, 13:26 EST — Market closed Intel shares surged 10.8% on Friday, closing at $45.55, following U.S. President Donald Trump’s comment about having a “great meeting” with CEO Lip-Bu Tan. The rise coincided with Wall Street hitting new record highs, while investors also watched the U.S. Supreme Court’s schedule for decisions related to Trump’s tariffs. (StockAnalysis) The shift is significant since Intel has gone beyond being just another chipmaker struggling to turn things around. Washington has turned it into a direct political and market play by agreeing to convert federal grants into a 9.9% equity stake
10 January 2026
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Digital Realty stock rebounds despite BofA downgrade as data center stocks brace for CPI, Fed

Digital Realty stock rebounds despite BofA downgrade as data center stocks brace for CPI, Fed

NEW YORK, January 10, 2026, 13:20 EST — Market closed Digital Realty Trust (DLR) climbed 3.7% to close at $158.55 on Friday, bouncing back from an intraday low of $152.93. The stock hit a high of $159.44 during the session, ending close to that peak. The late-week rebound unfolded amid a familiar divide in data center stocks: steady rent-and-dividend plays on one side, and AI infrastructure “growth” bets on the other. That split has regained significance as funding costs rise and build timelines re-enter the picture. Rate sensitivity plays a role here. Friday’s weaker U.S. jobs report sparked fresh questions
10 January 2026
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JPMorgan stock: Venezuela oil-finance angle lands just as earnings week starts

JPMorgan stock: Venezuela oil-finance angle lands just as earnings week starts

New York, Jan 10, 2026, 13:29 EST — Market closed JPMorgan Chase could be among the few U.S. banks positioned to pick up business if Venezuela’s oil trade opens up, with one dormant Caracas office that could be reactivated, sources and analysts told Reuters late Friday. The bank has had a presence in the country for decades, and one internal idea floated was a trade bank to finance oil exports, one person familiar with the matter said. “JPMorgan is the best in class global bank,” Wells Fargo banking analyst Mike Mayo said. (Reuters) U.S. markets are shut on Saturday, but
10 January 2026
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Cloud computing stocks ETF CLOU slips into weekend — what Wall Street watches next

Cloud computing stocks ETF CLOU slips into weekend — what Wall Street watches next

NEW YORK, Jan 10, 2026, 13:21 EST — Market closed The Global X Cloud Computing ETF (CLOU) slipped 0.27%, finishing at $22.58 on Friday. (MarketBeat) The cloud basket lagged behind the broader market, despite investors continuing to push up shares linked to the artificial-intelligence boom and the allure of cheaper borrowing costs. The timing is crucial. As fourth-quarter earnings season approaches, cloud companies find themselves in the spotlight, with many valued on growth that hasn’t yet translated into cash flow. U.S. stocks wrapped up the week with the S&P 500 hitting a record close, fueled by another boost in chipmaker
10 January 2026
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CRML stock jumps as Greenland rare-earth headlines return — what to watch before Monday’s open

CRML stock jumps as Greenland rare-earth headlines return — what to watch before Monday’s open

New York, Jan 10, 2026, 13:24 EST — Market closed Critical Metals Corp (CRML.O) shares ended Friday up $1.51, or 11.2%, at $14.98, after trading between $13.71 and $16.26. Volume ran to about 30.3 million shares. The move comes with Greenland back in the headlines and miners tied to the island seeing heavy attention. Greenland’s five main political parties said parliament would bring forward a meeting to discuss a response to U.S. threats to take control of the autonomous Danish territory. (Reuters) Rare earths are a group of 17 metals used in magnets for electric motors, wind turbines and some
10 January 2026
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Apple stock snaps seven-day slide after Evercore target hike; Big Tech eyes CPI, earnings

Apple stock snaps seven-day slide after Evercore target hike; Big Tech eyes CPI, earnings

New York, January 10, 2026, 13:09 ET — The market has closed. Apple (AAPL) shares ended Friday up about 0.1%, closing at $259.37 and snapping a seven-day slide that weighed on the stock earlier this year. Throughout the day, the price swung between $256.29 and $260.92. This change carries weight for Big Tech stocks, especially with Apple’s strong impact on U.S. equity indexes. Investors are bracing for a slew of inflation data and earnings reports, with little patience for surprises. Friday’s jobs report missed expectations, sparking renewed discussions about interest rate moves that matter a lot for mega-cap tech stocks.
10 January 2026
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Semiconductor stocks hit a record — here’s what could move SOXX next week

Semiconductor stocks hit a record — here’s what could move SOXX next week

New York, January 10, 2026, 12:53 (EST) — Market closed U.S. semiconductor stocks drove Wall Street to a record close Friday, with the iShares Semiconductor ETF (SOXX) climbing 2.9% to $328.78, after swinging between $319.35 and $330.66. The PHLX semiconductor index, which tracks major chipmakers, surged 2.7% to a new high. Broadcom gained 3.8%, Lam Research jumped 8.7% following Mizuho’s price target hike to $220 from $200, and Intel rallied nearly 11%. The boost came after President Donald Trump described a “great meeting” with CEO Lip-Bu Tan. “Investors are getting granular and picking the winners and losers” in AI, noted
10 January 2026
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Oil stocks brace for Monday after Trump’s Venezuela push; Exxon calls it “uninvestable”

Oil stocks brace for Monday after Trump’s Venezuela push; Exxon calls it “uninvestable”

NEW YORK, Jan 10, 2026, 12:54 EST — Market closed U.S. oil stocks showed mixed moves heading into the weekend after executives told President Donald Trump they’d consider returning to Venezuela only if new legal and security assurances are in place. Exxon Mobil rose 1.4%, Chevron climbed 1.8%, while ConocoPhillips dropped 1.2%. Oilfield services players SLB and Halliburton gained roughly 1.8% and 1.4%, respectively. Exxon CEO Darren Woods labeled Venezuela “uninvestable” under current conditions. Chevron Vice Chairman Mark Nelson said the firm could potentially double liftings and boost production by about 50% within 18 to 24 months. (Reuters) The White
10 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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