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.

Coinbase stock jumps on CEO’s 2026 “everything exchange” roadmap — what to watch next

Coinbase stock jumps on CEO’s 2026 “everything exchange” roadmap — what to watch next

NEW YORK, January 4, 2026, 18:25 ET — Market closed Coinbase Global (COIN.O) closed Friday up 4.6% at $236.53 after Chief Executive Brian Armstrong laid out a 2026 plan to broaden the crypto exchange into what he called an “everything exchange.” The S&P 500 rose 0.2% on the day. StockAnalysis The roadmap matters now because Coinbase still leans heavily on transaction fees that rise and fall with crypto prices and volatility. A credible move into multiple asset classes would broaden its revenue base and reduce dependence on spot crypto trading, a business that can swing sharply from quarter to quarter.
5 January 2026
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Visa stock slips into 2026 as jobs report and earnings loom for payments giant

Visa stock slips into 2026 as jobs report and earnings loom for payments giant

NEW YORK, January 4, 2026, 18:18 ET — Market closed Visa Inc shares closed down 1.21% on Friday at $346.48, after swinging between $343.48 and $350.05 in the first U.S. session of the new year. The stock is about 7.7% below its 52-week high of $375.51, Visa’s investor relations site showed. Visa Investor Relations The near-term setup matters because payments stocks sit at the intersection of consumer demand and interest-rate expectations. Philadelphia Fed President Anna Paulson said on Saturday that further rate cuts could be “some way off,” even as she flagged a baseline of moderating inflation and stabilizing labor
5 January 2026
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Adobe stock drops 4.8% to $333 — what to know before the next session

Adobe stock drops 4.8% to $333 — what to know before the next session

NEW YORK, January 4, 2026, 18:00 ET — Market closed Adobe shares fell 4.8% on Friday to close at $333.30, sharply underperforming a modestly higher U.S. market. The stock last traded at $334.59 in after-hours dealings late Friday. Nasdaq The decline pulled Adobe back toward the $330 area after it ended 2025 at $349.99, according to Nasdaq historical data. With U.S. markets shut through the weekend, the drop sets the tone heading into Monday’s reopening. Nasdaq The move matters now because investors are still weighing whether Adobe’s generative AI — artificial intelligence that produces images and other content from text
5 January 2026
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Costco stock drifts near 52-week low ahead of December sales report — here’s what matters next

Costco stock drifts near 52-week low ahead of December sales report — here’s what matters next

NEW YORK, January 4, 2026, 17:56 ET — Market closed Costco Wholesale (COST.O) shares closed Friday down about 0.9% at $854.50. The stock is now heading into a December sales update scheduled for release after market close on Wednesday, Jan. 7. Nasdaq The timing matters because Costco’s monthly sales release offers one of the earliest reads on holiday demand and member shopping behavior at a major U.S. retailer. The update can also influence sentiment toward the warehouse-club model, where value-focused shoppers have been a key theme. Costco Investor Relations Markets also reopen into the first full week of 2026’s U.S.
5 January 2026
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Applied Materials stock jumps 4.6% as chip rally kicks off 2026 — what moves AMAT next

Applied Materials stock jumps 4.6% as chip rally kicks off 2026 — what moves AMAT next

NEW YORK, January 4, 2026, 18:02 ET — Market closed Applied Materials (AMAT.O) shares closed up 4.6% on Friday at $268.87, after swinging between $260 and $271.21 in the session. The move matters now because semiconductor equipment makers sit early in the chip supply chain. When chipmakers lift factory spending, orders for deposition and etch tools usually follow, and the stocks often move first. With AMAT back near recent highs after a choppy end to December, investors are looking for proof that AI-linked capital spending can stay strong even as rate expectations and trade policy remain in flux. U.S. stocks
5 January 2026
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Lam Research stock hits a record close after Citi spotlight — what LRCX investors watch next

Lam Research stock hits a record close after Citi spotlight — what LRCX investors watch next

NEW YORK, January 4, 2026, 17:49 ET — Market closed Lam Research Corp (LRCX) shares closed up 8.1% on Friday at $185.06, lifting the chipmaking-equipment maker to a record close after the stock hit an intraday high of $185.88. The sharp move matters heading into the first full trading week of 2026, with investors weighing fresh economic data and an approaching earnings slate that can reprice high-growth tech stocks in a hurry. Chip-tool names have been early leaders as investors lean into the AI buildout trade, but the group tends to react quickly when bond yields move on macro surprises.
5 January 2026
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Mastercard stock slides into 2026 after four-day skid; jobs report and earnings date loom

Mastercard stock slides into 2026 after four-day skid; jobs report and earnings date loom

New York, Jan 4, 2026, 17:58 ET — Market closed Mastercard Incorporated shares ended Friday down 1.36% at $563.13, lagging a broader market that started 2026 mostly higher. The move matters because card networks are a real-time read on consumer spending, and the first week of the year is often when investors reset risk after year-end volatility. Mastercard’s stock has been sliding for four sessions, putting its next data points under a brighter spotlight. The next session opens Monday, with attention split between macro data and Mastercard-specific catalysts. The U.S. Employment Situation report for December is scheduled for Friday, Jan.
5 January 2026
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UnitedHealth stock rises into the weekend — what UNH investors watch before Jan. 27 results

UnitedHealth stock rises into the weekend — what UNH investors watch before Jan. 27 results

NEW YORK, Jan 4, 2026, 17:40 ET — Market closed UnitedHealth Group (UNH) shares ended Friday up 1.9% at $336.40, closing out the first session of the year with a firm tone in managed care. The move matters because investors are now lining up around the next big waypoint: UnitedHealth’s full-year results and 2026 outlook. The company said it will report before the market opens on Jan. 27 and host a conference call at 8 a.m. ET. UnitedHealth Group That guidance will be scrutinized for any sign that medical costs are easing, particularly in Medicare Advantage — privately run plans
5 January 2026
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CoreWeave stock (CRWV) in focus after SEC filing eases liquidity and covenant tests

CoreWeave stock (CRWV) in focus after SEC filing eases liquidity and covenant tests

NEW YORK, Jan 4, 2026, 17:38 ET — Market closed CoreWeave, Inc. said it amended a key credit agreement to ease near-term liquidity and covenant requirements, aligning the facility with a delivery schedule it discussed on its last earnings call. SEC The changes matter because CoreWeave’s growth hinges on financing and deploying large amounts of computing infrastructure. Covenant headroom — the buffer before a lender test is breached — can shape how comfortably a company can keep investing without raising fresh capital. They also put specific dates on the calendar that traders will track into the next session. The company’s
4 January 2026
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Boeing stock jumps to $227.77 as 2026 opens — what could move BA next

Boeing stock jumps to $227.77 as 2026 opens — what could move BA next

NEW YORK, January 4, 2026, 17:35 ET — Market closed Boeing shares finished the first trading day of 2026 with a 4.91% gain, closing at $227.77. The move left the stock near the top of its session range after touching as low as $215.24. That matters now because Boeing has become a high-beta proxy for industrial risk appetite, not just a company story. The stock sits at the intersection of rate expectations, defense spending sentiment and a commercial-jet recovery narrative that investors still view as fragile. Friday’s jump also came as traders rotated back into cyclicals after a late-December wobble
4 January 2026
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Goldman Sachs stock jumps 4% into 2026 as jobs data and Q4 earnings loom

Goldman Sachs stock jumps 4% into 2026 as jobs data and Q4 earnings loom

NEW YORK, Jan 4, 2026, 5:21 PM ET — Market closed Goldman Sachs shares closed up 4.0% on Friday at $914.34, outpacing a muted broader market move in the first trading session of 2026. The stock added $35.38 on the day and traded between $880.82 and $914.99. The timing matters. Investors are rotating portfolios at the start of the year while trying to pin down the path for U.S. interest rates, a key driver for bank valuations and capital-markets activity. For Goldman, shifts in risk appetite can show up quickly in trading volumes and dealmaking fees. Wall Street ended mixed
4 January 2026
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Rocket Lab stock jumps, then insider sale plan emerges — what to know before Monday

Rocket Lab stock jumps, then insider sale plan emerges — what to know before Monday

NEW YORK, Jan 4, 2026, 5:35 PM ET — Market closed Rocket Lab Corp shares closed up 8.9% on Friday at $75.99, even as a regulatory filing showed the company’s chief operating officer has lined up a potential sale of stock. Yahoo Finance The filing matters because Rocket Lab’s rally has pushed the stock toward its recent highs, leaving traders sensitive to any sign insiders are cashing out. A Form 144 is a required notice when an insider intends to sell restricted or control securities, and it can draw scrutiny even when it is procedural. SEC Klein’s notice also referenced
4 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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