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.

Dow Jones today: Blue chips lag tech early as 2026 opens with jobs, CPI in focus

Dow Jones today: Blue chips lag tech early as 2026 opens with jobs, CPI in focus

NEW YORK, Jan 2, 2026, 09:50 ET — Regular session The Dow Jones Industrial Average was little changed early on Friday, lagging gains in tech-heavy benchmarks on the first trading day of 2026. The SPDR Dow Jones Industrial Average ETF (DIA), which tracks the 30-stock index, was down about 0.1%. Why it matters now: the year is starting with U.S. stocks near record territory, but investors are still digesting a late-December pullback and a crowded January calendar. Wall Street’s main indexes opened higher on Friday, with the Dow up 0.09% at the opening bell. Reuters The opening moves come as
2 January 2026
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Tesla stock ticks up after Q4 deliveries miss estimates as 2026 trading begins

Tesla stock ticks up after Q4 deliveries miss estimates as 2026 trading begins

NEW YORK, Jan 2, 2026, 09:52 ET — Regular session Tesla shares edged higher in early U.S. trading on Friday after the electric-vehicle maker reported fourth-quarter deliveries that fell short of Wall Street expectations, reviving questions about demand as the new year’s first regular session got underway. The deliveries update matters now because it is one of the first hard readouts on U.S. EV demand after a $7,500 federal tax credit ended in late September, pushing effective prices higher for many buyers. It also lands as investors continue to price Tesla more like a tech bet on self-driving and robotaxis
2 January 2026
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Broadcom stock jumps early as AI chip trade steadies to start 2026

Broadcom stock jumps early as AI chip trade steadies to start 2026

NEW YORK, Jan 2, 2026, 09:40 ET — Regular session Broadcom Inc shares rose 2.8% to $355.71 in early trading on Friday, with the stock ranging from $351.80 to $356.97. The S&P 500 and Dow were each up about 0.3% as Wall Street began the first regular session of 2026. Google The move matters because Broadcom has become a bellwether for investor appetite for the AI infrastructure buildout, supplying networking chips and custom AI processors for large data-center customers. It also owns VMware, a major enterprise software platform that ties its fortunes to corporate IT spending. The first session of
2 January 2026
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Nvidia stock today: NVDA slips as China H200 demand puts supply, export rules back in focus

Nvidia stock today: NVDA slips as China H200 demand puts supply, export rules back in focus

NEW YORK, Jan 2, 2026, 09:41 ET — Regular session Nvidia shares slipped in early trading on Friday, down about 0.5% at $186.50, as chip stocks opened the year mixed. Taiwan Semiconductor Manufacturing was up about 1.4%, while the iShares Semiconductor ETF fell about 1.2%. The moves come as investors reset positions after a choppy finish to 2025 and look for signals on whether last year’s AI-led rally can broaden or re-accelerate. Nvidia was up about 1.4% in premarket trade, Reuters reported, as traders awaited fresh U.S. economic readings and next week’s labor-market data for clues on the Federal Reserve’s
2 January 2026
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Microsoft stock slips early as big tech softens; Wedbush flags FY26 as AI “inflection year”

Microsoft stock slips early as big tech softens; Wedbush flags FY26 as AI “inflection year”

NEW YORK, Jan 2, 2026, 09:37 ET — Regular session Microsoft shares fell 0.8% to $483.62 on Friday, extending a softer tone across megacap technology stocks as the first U.S. session of 2026 got underway. The move matters because Microsoft is one of the market’s biggest companies by value, and its swings can ripple through the major indexes. Investors are resetting positioning after a year shaped by artificial intelligence optimism and shifting expectations for interest rates. Reuters Microsoft is also a bellwether for corporate technology budgets, with its Azure cloud business closely watched for signs of whether companies are moving
2 January 2026
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Amazon stock today: AMZN slips as 2026 kicks off, with AI spending and Fed bets in focus

Amazon stock today: AMZN slips as 2026 kicks off, with AI spending and Fed bets in focus

NEW YORK, January 2, 2026, 09:41 ET — Regular session Amazon.com, Inc. shares (AMZN) fell 0.7% to $230.82 in early trading on Friday. The stock is one of the “Magnificent Seven” — a group of the biggest U.S. tech-related companies — that helped drive a third straight year of double-digit gains for the broader market in 2025 on AI optimism and lower interest rates. “Everything firing on all cylinders” is needed for another strong year, Sam Stovall, chief investment strategist at CFRA, said in a Reuters report. Reuters Traders are also resetting expectations for the Federal Reserve after a series
2 January 2026
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Tesla stock today: TSLA slips after Q4 deliveries drop, earnings date set

Tesla stock today: TSLA slips after Q4 deliveries drop, earnings date set

NEW YORK, January 2, 2026, 09:32 ET — Regular session Tesla Inc (TSLA) shares slipped about 1% in early New York trading on Friday after the company reported a drop in fourth-quarter vehicle deliveries. The stock was trading near $450. Deliveries are a closely watched proxy for sales because Tesla reports how many vehicles it hands to customers, not dealership sell-through. The quarterly figure is often the first hard read on demand for its core auto business as the new year gets underway. The update matters now because Tesla’s valuation still leans heavily on expectations of growth, even as investors
2 January 2026
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Apple stock price today: AAPL ticks up at 2026 open as Raymond James flags valuation, jobs data looms

Apple stock price today: AAPL ticks up at 2026 open as Raymond James flags valuation, jobs data looms

NEW YORK, Jan 2, 2026, 09:34 ET — Regular session Apple shares (AAPL.O) edged higher in early trading on Friday after Raymond James resumed coverage with a neutral rating, arguing the iPhone maker’s valuation leaves little room for near-term upside. StockAnalysis The call lands as Wall Street starts the first full session of 2026 with a heavy macro calendar and a market still searching for direction after a choppy year-end. Mega-cap tech stocks like Apple can sway broad indexes because of their outsized weight. Reuters Rate expectations matter for Apple now because investors tend to pay higher multiples for long-duration
2 January 2026
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Arcutis Biotherapeutics stock today: ARQT ends 2025 up 3.4% as traders eye FDA, earnings dates

Arcutis Biotherapeutics stock today: ARQT ends 2025 up 3.4% as traders eye FDA, earnings dates

NEW YORK, January 1, 2026, 21:21 ET — Market closed With U.S. markets closed for New Year’s Day, shares of Arcutis Biotherapeutics Inc (ARQT) last closed up 3.42% at $29.04 in the final trading session of 2025. The stock ranged from $28.08 to $29.67 on volume of about 1.87 million shares. ARQT is up about 99% over the past year and has traded between $11.13 and $31.77 over the last 52 weeks. Investing.com The year-end gain keeps the commercial-stage immuno-dermatology company in focus as investors reset positions for 2026. For Arcutis, the near-term trade has turned on prescription momentum for
2 January 2026
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Icahn Enterprises (IEP) stock jumps 3.4% into New Year break — here’s what traders watch next

Icahn Enterprises (IEP) stock jumps 3.4% into New Year break — here’s what traders watch next

NEW YORK, January 1, 2026, 21:19 ET — Market closed Icahn Enterprises L.P. (Nasdaq: IEP) closed up 3.4% at $7.55 on Wednesday, the last trading day of 2025, after swinging between $7.24 and $7.67 on about 2.48 million units. U.S. stock markets were shut on Thursday for the New Year’s Day holiday. Yahoo Finance+1 The move matters because Icahn Enterprises has been hovering near the bottom of its one-year range, leaving investors focused on whether the partnership’s high distribution can keep supporting the price. At Wednesday’s close, the forward yield was about 26%, based on the current payout rate. Yahoo
2 January 2026
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PBF Energy stock ends 2025 up 4% as Wall Street reopens Friday — what to watch next

PBF Energy stock ends 2025 up 4% as Wall Street reopens Friday — what to watch next

NEW YORK, January 1, 2026, 21:14 ET — Market closed. PBF Energy (PBF.N) shares last closed at $27.12 on Dec. 31, up 4.15% on the day, and last traded at $27.24 in after-hours dealing, according to Yahoo Finance. Yahoo Finance U.S. stock markets were closed on Thursday for the New Year’s Day holiday and are set to reopen for regular trading on Friday. Nasdaq That pause matters for refiners because the first session of the year often brings position resets, and PBF’s shares have been moving with shifts in fuel margins and U.S. supply data. Investors are also recalibrating expectations
2 January 2026
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Cytokinetics (CYTK) stock closes up 3.5% into year-end as Myqorzo launch nears, insider sale disclosed

Cytokinetics (CYTK) stock closes up 3.5% into year-end as Myqorzo launch nears, insider sale disclosed

NEW YORK, January 1, 2026, 21:17 ET — Market closed Cytokinetics, Incorporated shares ended Wednesday up 3.5% at $63.54, the final U.S. trading session of 2025, after markets closed Thursday for the New Year’s Day holiday. The stock has traded between $29.31 and $70.98 over the past 52 weeks, according to market data. New York Stock Exchange The year-end move matters because Cytokinetics is weeks away from its first full-scale commercial test. Investors have been valuing the biotech on clinical data and regulatory milestones; the next swing factor is execution in the field. In mid-December, the company said the U.S.
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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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