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.

Super Micro Computer stock jumps after $2B JPMorgan credit line filing — what SMCI watchers look for next

Super Micro Computer stock jumps after $2B JPMorgan credit line filing — what SMCI watchers look for next

NEW YORK, Jan 3, 2026, 16:07 ET — Market closed Super Micro Computer, Inc. (SMCI) shares rose 5.8% on Friday to close at $30.96, after the server maker disclosed a new $2.0 billion revolving credit facility led by JPMorgan Chase Bank in a regulatory filing. The financing matters now because Supermicro’s business can be working-capital intensive. Building and shipping AI and cloud servers often requires buying components and carrying inventory well before customers pay. Investors have also focused on liquidity and funding costs across hardware suppliers as demand swings and supply chains normalize. A larger bank line can help smooth
3 January 2026
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Rigetti (RGTI) stock jumps as quantum names rebound; SEC filing flags insider sale plan

Rigetti (RGTI) stock jumps as quantum names rebound; SEC filing flags insider sale plan

NEW YORK, Jan 3, 2026, 16:10 ET — Market closed Rigetti Computing shares rose 6.6% on Friday to close at $23.60, after trading between $21.62 and $24.00 as volume topped 37 million shares. FinancialContent The move mattered because it put a speculative, high-beta quantum name back in focus as U.S. equities started 2026 with a rebound led by chip stocks. The Philadelphia SE Semiconductor index gained 4% on Friday, Reuters reported. Reuters It also came as investors weighed insider-sale paperwork filed after the close, a common pressure point for retail-heavy stocks where sentiment can shift quickly on filings and headlines.
3 January 2026
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Linde stock today: LIN ends Friday up at $429 as yields rise; earnings and key levels ahead

Linde stock today: LIN ends Friday up at $429 as yields rise; earnings and key levels ahead

NEW YORK, Jan 3, 2026, 3:53 PM ET — Market closed Linde plc shares rose 0.6% to $429.11 at Friday’s close, after trading between $422.34 and $430.73. The industrial gases supplier — a major source of oxygen, nitrogen and hydrogen for factories and hospitals — is often treated as a read-through on industrial activity. Reuters That matters now because investors are resetting positions for 2026 with interest rates and growth expectations back in focus, and economically sensitive names are again being used as proxies for the cycle. U.S. stocks ended mixed on Friday while Treasury yields moved higher, with the
3 January 2026
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Pfizer stock today: PFE ends first 2026 session higher as pricing scrutiny returns and Feb. 3 results loom

Pfizer stock today: PFE ends first 2026 session higher as pricing scrutiny returns and Feb. 3 results loom

NEW YORK, Jan 3, 2026, 15:55 ET — Market closed Pfizer Inc (NYSE: PFE) shares last closed up 1.1% at $25.18 on Friday, after a weak finish to 2025. U.S. markets were closed on Saturday. The stock is starting 2026 with drug pricing back in focus, a recurring risk for big pharma that can weigh on sentiment. Drugmakers raised U.S. list prices on at least 350 branded medicines starting Jan. 1, with Pfizer leading with increases on about 80 drugs, including a 15% hike for its COVID vaccine Comirnaty, a report said. Becker’s Hospital Review The pricing debate lands as
3 January 2026
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Booking Holdings (BKNG) stock today: Insider-sale notice surfaces as shares slip into weekend

Booking Holdings (BKNG) stock today: Insider-sale notice surfaces as shares slip into weekend

NEW YORK, January 3, 2026, 15:59 ET — Market closed Booking Holdings Inc’s common stock ended the week on the back foot after an SEC filing flagged a small planned insider sale late Friday. The move comes as investors reset positioning at the start of a new year and test whether consumer demand for travel holds up against still-tight financial conditions. Booking is closely watched because it sits at the intersection of discretionary spending, cross-border travel and currency moves, all of which can swing quickly when rate expectations shift. A Form 144 filing showed Robert J. Mylod Jr., identified as
3 January 2026
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McDonald’s stock starts 2026 lower: what MCD investors watch before Monday

McDonald’s stock starts 2026 lower: what MCD investors watch before Monday

NEW YORK, Jan 3, 2026, 15:53 ET — Market closed McDonald’s Corporation (NYSE: MCD) shares ended down 0.8% at $303.26 on Friday, lagging a modest rise in the broader market on the first U.S. trading day of 2026. The Dow rose 0.7% and the S&P 500 gained 0.2%, while the Nasdaq finished little changed. AP News The move matters because investors often treat McDonald’s as a defensive consumer name, and relative weakness early in the year can signal caution around restaurant demand and cost pressure. With fourth-quarter earnings season approaching, traders are also sensitive to any shift in the interest-rate
3 January 2026
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Starbucks stock today: SBUX slips after MrBeast tie-up as investors eye earnings and rates

Starbucks stock today: SBUX slips after MrBeast tie-up as investors eye earnings and rates

NEW YORK, Jan 3, 2026, 15:45 ET — Market closed Starbucks Corp shares (SBUX) closed down 0.3% on Friday at $83.97, leaving the stock about 29% below its 52-week high. The move was small, but it lands as investors reset portfolios for 2026 and reprice consumer discretionary stocks — companies that lean on non-essential spending — as interest-rate expectations shift. Starbucks on Friday said it will sponsor season two of YouTube creator Jimmy Donaldson’s “Beast Games” and roll out a limited-time “Cannon Ball” Refresher drink on Jan. 14, Nation’s Restaurant News reported. “When contestants saw Starbucks on set, they said
3 January 2026
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Disney stock today: DIS slips to start 2026 — what Wall Street is watching next

Disney stock today: DIS slips to start 2026 — what Wall Street is watching next

NEW YORK, January 3, 2026, 15:45 ET — Market closed Shares of Walt Disney Co (DIS) ended Friday down 1.7% at $111.85, starting 2026 on a weaker note. The stock ranged from $111.64 to $113.98 and traded about 8.9 million shares. The move tracked a down day for media and streaming names as investors set early-year positions. The S&P 500 communication services sector index fell 0.4%, while Netflix dropped about 3%, Comcast slipped about 1.2% and Warner Bros. Discovery fell about 1.1%. Yahoo Finance That matters now because Disney sits in a part of the market where sentiment can swing
3 January 2026
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MercadoLibre stock (MELI) drops 2% as 2026 opens; traders eye $2,000 and next catalysts

MercadoLibre stock (MELI) drops 2% as 2026 opens; traders eye $2,000 and next catalysts

NEW YORK, January 3, 2026, 15:37 ET — Market closed. MercadoLibre, Inc. shares ended Friday down 2.0% at $1,973.70, after trading between $1,968.89 and $2,037.90. The U.S. market is closed on Saturday. The move matters because MercadoLibre is one of the largest U.S.-listed proxies for Latin American consumer demand and digital payments. Early-year positioning has made high-growth stocks sensitive to shifts in rates, the dollar and risk appetite. For investors, Friday’s drop underscores how quickly sentiment can turn in large-cap growth names, even without fresh company headlines. That volatility tends to be amplified in U.S.-listed stocks with emerging-market exposure. U.S.
3 January 2026
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Astera Labs (ALAB) stock jumps nearly 8% as chip rally kicks off 2026; insider sale notice filed

Astera Labs (ALAB) stock jumps nearly 8% as chip rally kicks off 2026; insider sale notice filed

NEW YORK, January 3, 2026, 15:35 ET — Market closed Shares of Astera Labs (ALAB.O) ended Friday up 7.9% at $179.56 and last traded at $180.35 in after-hours activity, after the semiconductor sector rebounded to start 2026. The move came as chip stocks led Wall Street higher on the first trading day of the year, with the Philadelphia Semiconductor Index — which tracks major U.S.-listed chipmakers — rising about 4%, Reuters reported. Reuters That matters for Astera because investors have treated the maker of connectivity chips used in AI servers and data-center racks as a high-beta read on AI hardware
3 January 2026
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Amphenol stock jumps 3.4% as 2026 kicks off — what investors watch next for APH

Amphenol stock jumps 3.4% as 2026 kicks off — what investors watch next for APH

NEW YORK, Jan 3, 2026, 15:31 ET — Market closed Amphenol Corp (NYSE: APH) shares last closed up about 3.4% at $139.71 on Friday, as U.S. markets headed into a weekend shutdown. The stock traded between $135.40 and $139.96 in the session. The move came as Wall Street opened 2026 with a rebound in chipmakers and industrials, pushing the Dow and S&P 500 higher while the Philadelphia SE Semiconductor index jumped 4%. Joe Mazzola, head of trading & derivatives strategist at Charles Schwab, said the market has been showing a “buy the dip, sell the rip” mindset. Reuters For Amphenol,
3 January 2026
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Applied Digital stock jumps nearly 15% as AI risk appetite returns; APLD earnings loom

Applied Digital stock jumps nearly 15% as AI risk appetite returns; APLD earnings loom

NEW YORK, January 3, 2026, 15:41 ET — Market closed Shares of Applied Digital Corporation (APLD) jumped 14.6% on Friday to close at $28.11. The rally tracked a broader rebound in risk appetite on Wall Street, where chipmakers led gains and the Philadelphia Semiconductor Index rose 4% on the first trading day of 2026. Reuters The move puts extra weight on Applied Digital’s next quarterly update, with the company scheduled to host its fiscal second-quarter earnings call on Jan. 7 at 5 p.m. ET. Applied Digital Corporation Last week, the Dallas-based company said it would spin out — separate into
3 January 2026
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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