Today: 7 February 2026
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Marcin Frąckiewicz

CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

Micron MU stock price forecast: $400 targets collide with a $100 billion New York megafab plan

Micron MU stock price forecast: $400 targets collide with a $100 billion New York megafab plan

New York, Jan 7, 2026, 14:36 EST — Regular session Micron Technology shares eased on Wednesday after a sharp early-year run, with the stock down about 1% at $339.90 and swinging between $335.10 and $346.24. The pullback comes a day after memory and storage names ripped higher on fresh AI optimism out of CES, sending Micron and peers such as SanDisk, Western Digital and Seagate to record highs. Reuters Why it matters now: investors are trying to price a chip cycle that looks less like the old boom-and-bust pattern, just as U.S. labor data reshapes rate-cut bets. Job openings fell
7 January 2026
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AMD stock forecast: Shares dip as CES AI-chip rollout meets profit-taking ahead of Feb. 3 earnings

AMD stock forecast: Shares dip as CES AI-chip rollout meets profit-taking ahead of Feb. 3 earnings

New York, January 7, 2026, 14:34 (EST) — Regular session Advanced Micro Devices shares were down 2.4% at $209.26 in afternoon trading on Wednesday, after touching a session low of $207.23. Nvidia was up about 1.3% and Intel jumped roughly 7.0%, while broad semiconductor ETFs were modestly lower. The move comes a day after AMD used the CES show in Las Vegas to highlight new AI hardware, including MI455 processors for server racks and an enterprise-focused MI440X designed for on‑premise deployments. CEO Lisa Su also previewed the MI500 line, which AMD said would launch in 2027, as the company tries
7 January 2026
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China pauses Nvidia H200 AI chip orders as CES 2026 fuels data-center rush

China pauses Nvidia H200 AI chip orders as CES 2026 fuels data-center rush

BEIJING, January 8, 2026, 01:39 (GMT+8) Beijing has asked some Chinese tech companies to halt orders for Nvidia’s H200, a high-end graphics processing unit used to train and run AI models, the Information reported, citing people familiar with the matter. The move came as China weighs whether — and on what terms — it will allow access to the chips, the report said. “China is committed to basing its national development on its own strengths,” said Liu Pengyu, a spokesperson for the Chinese Embassy in the United States. Reuters The pause underlines how quickly AI hardware has become a bargaining chip
7 January 2026
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Trump’s Venezuela oil plan starts now: 30–50 million barrels headed for U.S.

Trump’s Venezuela oil plan starts now: 30–50 million barrels headed for U.S.

CARACAS, Jan 7, 2026, 13:54 (VET) The Trump administration will start moving Venezuelan crude to the United States immediately, shipping an initial 30 million to 50 million barrels and keeping sales running indefinitely, a senior Trump administration official said on Wednesday. The official said Washington would selectively ease sanctions to help keep Venezuelan crude and refined products flowing to global markets. Reuters Energy Secretary Chris Wright framed the oil as leverage after U.S. forces seized President Nicolas Maduro at the weekend. “We need to have that leverage and that control of those oil sales,” he told a Goldman Sachs energy conference
7 January 2026
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Morgan Stanley’s Bitcoin and Solana ETF filings drag a big U.S. bank deeper into crypto

Morgan Stanley’s Bitcoin and Solana ETF filings drag a big U.S. bank deeper into crypto

NEW YORK, January 7, 2026, 12:39 (EST) Morgan Stanley Investment Management has filed initial registration statements for two crypto-linked exchange-traded products — the Morgan Stanley Bitcoin Trust and the Morgan Stanley Solana Trust — and said the securities cannot be sold until the filings become effective. Morgan Stanley The move would be the first attempt by a major U.S. bank to bring in-house crypto ETFs to market at a time when Washington’s stance has turned more permissive and traditional finance firms are looking for cleaner ways to package exposure. “It’s interesting to see Morgan Stanley move into a commoditized market,” said
7 January 2026
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China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

BEIJING, Jan 8, 2026, 01:47 (GMT+8) Chinese authorities have told some tech firms to stop placing new orders for Nvidia’s H200 artificial-intelligence chips this week, the Information reported, as Beijing weighs whether to let the processors into the country. The move appears aimed at stopping companies from rushing to stockpile U.S. chips before officials settle on rules, and could be followed by a push to buy domestic AI processors instead, the report said. “China is committed to basing its national development on its own strengths,” Liu Pengyu, a spokesperson for the Chinese Embassy in the United States, said. Reuters The pause
7 January 2026
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Grok deepfake flood: study counts 6,700 “undressing” images an hour on Musk’s X as regulators close in

Grok deepfake flood: study counts 6,700 “undressing” images an hour on Musk’s X as regulators close in

BERLIN, Jan 7, 2026, 13:42 CET Elon Musk’s X hosted a burst of AI “undressing” images generated by its Grok chatbot, with a third-party review counting thousands an hour on the platform’s public @Grok feed. In a 24-hour analysis covering Jan. 5 to Jan. 6, researcher Genevieve Oh said Grok produced about 6,700 images an hour flagged as sexually suggestive or “nudifying,” while the other top five sites she tracked averaged 79 new images an hour. Bloomberg The scale is forcing regulators to face a blunt problem: a mainstream social network now offers image-editing that can be turned into non-consensual
7 January 2026
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CES 2026 highlights: Nvidia’s Vera Rubin AI chips and humanoid robots push tech into the real world

CES 2026 highlights: Nvidia’s Vera Rubin AI chips and humanoid robots push tech into the real world

LAS VEGAS, Nev., Jan 7, 2026, 04:42 PST Nvidia (NVDA.O) CEO Jensen Huang said at CES 2026 that the company’s next-generation Vera Rubin chips are in “full production,” aiming for a five-fold jump in artificial-intelligence computing for chatbots and other applications. He said a flagship server would pack 72 graphics processing units and 36 central processors, and generate “tokens” — the chunks of text AI models process — about 10 times more efficiently. “Only in that way can you truly trust how the models came to be,” Huang said, describing plans to release training data tied to Nvidia’s Alpamayo self-driving
7 January 2026
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Warner Bros Discovery rejects Paramount’s $108.4 billion bid again, sticks with Netflix deal

Warner Bros Discovery rejects Paramount’s $108.4 billion bid again, sticks with Netflix deal

LOS ANGELES, Jan 7, 2026, 04:40 PST Warner Bros Discovery said on Wednesday its board rejected Paramount Skydance’s revised $108.4 billion hostile bid and reaffirmed support for a competing deal with Netflix. It urged shareholders to ignore Paramount’s tender offer, a bid made directly to investors to buy their shares. Reuters The rebuff keeps a rare, public fight for a Hollywood media group in motion, with Paramount trying to unravel Warner’s $82.7 billion agreement with Netflix. Netflix is seeking Warner’s film and TV studios plus HBO assets, while Paramount has bid for the whole company, including legacy cable brands such
7 January 2026
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Nvidia rolls out Rubin chips and Alpamayo AI models for autonomous vehicles — what it just announced at CES

Nvidia rolls out Rubin chips and Alpamayo AI models for autonomous vehicles — what it just announced at CES

LAS VEGAS, Jan 7, 2026, 04:55 (PST) Nvidia said its next-generation Vera Rubin chips are in full production and introduced Alpamayo, software it says can help self-driving cars pick a path and leave a paper trail for engineers, as CEO Jensen Huang opened the Consumer Electronics Show (CES) in Las Vegas. “Not only do we open-source the models, we also open-source the data that we use to train those models,” Huang said. Nvidia is facing rising pressure in AI chips from Advanced Micro Devices and from customers such as Alphabet’s Google, which designs some of its own silicon. Reuters The
7 January 2026
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Mortgage rates today: U.S. 30-year hits lowest since Sept 2024 as UK lenders cut deals

Mortgage rates today: U.S. 30-year hits lowest since Sept 2024 as UK lenders cut deals

NEW YORK, Jan 7, 2026, 07:39 EST — Premarket U.S. mortgage rates opened 2026 a shade lower, with the Mortgage Bankers Association’s measure of the 30-year fixed contract rate falling to 6.25%, the lowest since September 2024. Applications still fell over a holiday-adjusted two-week stretch, keeping the early-year rebound in refinancing on a tight leash. Why it matters now: the market is trying to find the point where lower rates actually pull buyers off the sidelines. First American said affordability improved to its best level since the summer of 2022, even as it remained far below pre-pandemic norms, and chief
7 January 2026
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Crypto stocks and Bitcoin ETFs wobble premarket after MSCI shelves crypto-treasury exclusion plan

Crypto stocks and Bitcoin ETFs wobble premarket after MSCI shelves crypto-treasury exclusion plan

New York, Jan 7, 2026, 07:33 (EST) — Premarket MSCI said it will not proceed with a proposal to exclude digital asset treasury companies — firms whose digital asset holdings make up 50% or more of total assets — from its indexes, opting instead for a broader consultation on how non-operating companies should be treated. Reuters That matters because index rules are not academic. Passive funds and benchmark trackers buy and sell when lists change, and the trade can spill into other crypto proxies fast. The timing is awkward, too. The first-week bounce in crypto has cooled, and the mood has
7 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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