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.

Northern Star stock rebounds as ASX traders eye Jan 22 costs update after guidance cut

Northern Star stock rebounds as ASX traders eye Jan 22 costs update after guidance cut

Northern Star shares rose 2.2% to A$25.26 by 11:04 a.m. AEDT Monday, recovering some ground after a guidance cut earlier this month. The miner flagged equipment failures and lower grades that reduced December-quarter sales by about 16,000 ounces. Investors await updated cost guidance with the December-quarter report due Jan 22. The stock remains down 5.5% since Jan 2.
12 January 2026
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DroneShield stock (ASX:DRO) slides as JPMorgan pops up as 5% holder — what investors watch next

DroneShield stock (ASX:DRO) slides as JPMorgan pops up as 5% holder — what investors watch next

DroneShield shares fell 3.7% to A$3.87 by late morning Monday after a filing showed JPMorgan Chase & Co and affiliates surpassed Australia’s 5% “substantial holder” threshold. The S&P/ASX 200 index rose about 0.7%. The JPMorgan stake, mostly from securities lending, totaled around 46.5 million shares. Traders are watching upcoming contract payments and governance milestones.
12 January 2026
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Zip Co stock jumps on Trump credit-card rate cap talk as ASX:ZIP gets fresh bid

Zip Co stock jumps on Trump credit-card rate cap talk as ASX:ZIP gets fresh bid

Zip Co Ltd shares jumped as much as 6.4% to A$3.80 in Sydney trading Monday, tracking gains across buy-now-pay-later stocks. The move followed U.S. President Trump’s plan to cap credit card interest rates at 10%, raising questions over credit supply and funding costs. Zip will report half-year results on Feb. 19. Investors are watching for signs of changing credit risk and repayment trends.
12 January 2026
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Fortescue stock drops today: FMG shares lag ASX ahead of Jan 22 production report

Fortescue stock drops today: FMG shares lag ASX ahead of Jan 22 production report

Fortescue shares fell 1.6% to A$22.35 by late morning in Sydney, underperforming the S&P/ASX 200’s 0.6% rise. Iron ore price swings and speculation over a possible Rio Tinto-Glencore deal dominated trading. Analysts put Fortescue’s 12-month target at A$19.33, with most recommending sell. The company will release its December-quarter production report on Jan. 22.
12 January 2026
SGX shares set for Monday spotlight as Nasdaq dual-listing rule push heads for Feb 8 deadline

SGX shares set for Monday spotlight as Nasdaq dual-listing rule push heads for Feb 8 deadline

Singapore Exchange shares closed up 1.16% at S$17.51 after MAS and SGX RegCo launched a public consultation on rule changes to simplify dual listings with Nasdaq. The draft proposes a new Global Listing Board with a S$2 billion market-cap requirement and streamlined prospectus rules. Public feedback runs through Feb. 8. Bank stocks remain at record highs, supporting the broader market.
12 January 2026
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Sun Country stock in the spotlight after Allegiant’s $1.5 billion deal — what to watch Monday

Sun Country stock in the spotlight after Allegiant’s $1.5 billion deal — what to watch Monday

Allegiant agreed to acquire Sun Country for about $1.5 billion, valuing SNCY at $18.89 per share, a 19.8% premium over Friday’s close. Sun Country shareholders will receive cash and Allegiant stock. The companies expect $140 million in annual synergies by year three and project the deal will boost earnings per share in the first year post-close. A joint investor call is set for Monday.
12 January 2026
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Light & Wonder shares jump on ASX after $127.5 mln Aristocrat settlement ends Dragon Train fight

Light & Wonder shares jump on ASX after $127.5 mln Aristocrat settlement ends Dragon Train fight

Light & Wonder shares jumped 16% after it agreed to pay US$127.5 million to Aristocrat Leisure, settling a lawsuit over slot machine intellectual property. The deal requires Light & Wonder to remove two disputed games and destroy related data. Aristocrat shares rose 1%. Investors are watching for potential impacts on Light & Wonder’s broader game lineup.
12 January 2026
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 11.01.2026

Analysts split on Ag Growth International after it raised fair value to CA$39.20, citing Brazil optimism and ongoing accounting review. U.S. futures slipped after Fed Chair Powell said the DOJ served subpoenas on the central bank, while Asian markets rose. BOK Financial closed at $123.11, up 10.8% over 90 days, trading above analyst targets. Vistra surged 10.5% on a Meta deal; Oklo gained 7.9% on Meta fuel news.
11 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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