Today: 7 February 2026
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Shan Ahmed Khan

As a journalist focused on finance and the stock market, he delivers fast, reliable, and easy-to-understand coverage of market news.

CoreWeave stock jumps 11% as Goldman starts coverage and Moody’s flags $3 trillion data-center boom

CoreWeave stock jumps 11% as Goldman starts coverage and Moody’s flags $3 trillion data-center boom

CoreWeave shares climbed 11% to $88.94 in late morning trading Monday after Goldman Sachs began coverage with a Neutral rating and $86 price target. Moody’s projected at least $3 trillion in data-center investment over five years, naming CoreWeave among six major U.S. operators. The Nasdaq 100 was little changed.
12 January 2026
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Tesla stock rises in regular session as CPI looms and robotaxi deadlines return to focus

Tesla stock rises in regular session as CPI looms and robotaxi deadlines return to focus

Tesla shares rose 0.7% to $448.09 Monday as investors awaited Tuesday’s U.S. inflation report and the company’s Jan. 28 earnings release. Roughly 23.7 million shares traded by late morning. Tesla reported over 434,000 vehicles produced and 418,000 delivered in Q4. Wall Street remains focused on Fed rate moves and Tesla’s progress on autonomy targets.
12 January 2026
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Applied Digital (APLD) stock is up again — what’s driving the move after hyperscaler leases

Applied Digital (APLD) stock is up again — what’s driving the move after hyperscaler leases

Applied Digital shares rose about 2.5% to $38.61 in late-morning New York trading Monday, extending last week’s post-earnings rally. Investors are focused on leasing progress and funding for the company’s North Dakota AI data centers. The company recently reported $126.6 million in quarterly revenue, beating estimates, but posted a net loss of $31.2 million. Traders await new contract updates and Tuesday’s U.S. CPI report.
12 January 2026
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Alphabet hits $4 trillion mark as Google’s AI reboot wins back Wall Street

Alphabet hits $4 trillion mark as Google’s AI reboot wins back Wall Street

Alphabet’s market value reached $4 trillion Monday, surpassing Apple and joining only three other companies at that level. Shares dipped 0.2% to $327.93 late morning after a 65% jump in 2025. Google Cloud revenue surged 34% in Q3, and Alphabet began leasing its in-house AI chips, with Meta reportedly in talks for a multi-billion dollar deal.
12 January 2026
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IREN stock jumps as bitcoin firms up; what traders are watching next

IREN stock jumps as bitcoin firms up; what traders are watching next

IREN shares surged 7.3% to $49.38 in early New York trading Monday, with volume topping 20.5 million. Bitcoin hovered near $91,674, while other crypto miners posted mixed-to-higher moves. IREN’s gains follow its $9.7 billion Microsoft contract and updated AI revenue targets. Traders await Tuesday’s U.S. CPI data for further market direction.
12 January 2026
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Plug Power stock rises as UBS conference nears and Jan. 29 vote raises reverse-split stakes

Plug Power stock rises as UBS conference nears and Jan. 29 vote raises reverse-split stakes

Plug Power shares rose 4.1% to $2.28 Monday as investors focused on a Jan. 29 vote to double authorized shares to 3 billion. The company warned it will pursue a reverse stock split if the proposal fails. Last week, Plug amended a Walmart deal, removing the risk of diluting 42.2 million shares. Executives are scheduled to present at the UBS energy conference later today.
12 January 2026
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Alphabet stock’s $4 trillion flashpoint: Google’s AI refocus puts it back in the lead

Alphabet stock’s $4 trillion flashpoint: Google’s AI refocus puts it back in the lead

Alphabet briefly topped a $4 trillion valuation Monday after unveiling a new AI strategy, before shares slipped 0.3% to $327.47 by late morning. Investors are watching Google Cloud’s expansion, early reviews of the Gemini 3 model, and efforts to rent out proprietary “Ironwood” AI chips. Reuters reported Meta may buy Alphabet’s chips for its data centers starting in 2027.
12 January 2026
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Nvidia stock wobbles after $1B Eli Lilly AI lab plan as CPI and TSMC loom

Nvidia stock wobbles after $1B Eli Lilly AI lab plan as CPI and TSMC loom

Nvidia and Eli Lilly will invest $1 billion over five years in a joint research lab in the San Francisco Bay Area, aiming to use Nvidia’s new AI chips to accelerate drug discovery. Nvidia shares slipped 0.2% to $184.42 by 10:30 a.m. ET. Thermo Fisher Scientific will also collaborate with Nvidia on lab automation. The new site is expected to open by the end of March.
12 January 2026
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Opendoor stock dips as Trump mortgage-bond boost cools; CPI next for OPEN

Opendoor stock dips as Trump mortgage-bond boost cools; CPI next for OPEN

Opendoor shares fell 3.2% to $7.06 in early trading Monday, reversing gains from last week’s rally on U.S. housing policy news. The drop followed President Trump’s $200 billion mortgage-bond buying plan, aimed at lowering borrowing costs. About 26.1 million Opendoor shares changed hands by 10:53 a.m. ET. Traders are watching Tuesday’s U.S. CPI report for further direction.
12 January 2026
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Jaguar Health stock swings as Future Pak licensing deal dangles $38 million — here’s what traders see

Jaguar Health stock swings as Future Pak licensing deal dangles $38 million — here’s what traders see

Jaguar Health shares fell about 9% Monday after announcing a U.S. licensing deal with Future Pak for exclusive rights to Mytesi and Canalevia-CA1, potentially worth up to $38 million. The stock traded between $0.94 and $1.45 on heavy volume. Jaguar will receive $18 million upfront and may get up to $20 million more in milestone payments, while shifting its U.S. commercial focus to Future Pak.
12 January 2026
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Ondas (ONDS) stock slips after SEC filing details $1 billion stock-and-warrant deal; what to watch next

Ondas (ONDS) stock slips after SEC filing details $1 billion stock-and-warrant deal; what to watch next

Ondas Holdings shares dropped 3.4% to $13.22 early Monday after the company disclosed a $1 billion stock-and-warrant sale expected to close near Jan. 12, with net proceeds of about $959.2 million. The offering includes 19 million shares, pre-funded warrants for 41.79 million shares, and common warrants for 121.58 million shares. Investors await management updates on Jan. 14 and Jan. 16.
12 January 2026
Vistra stock rises as VST launches secured notes sale to help fund Cogentrix dealIRVING,

Vistra stock rises as VST launches secured notes sale to help fund Cogentrix dealIRVING,

Vistra launched a private sale of senior secured notes maturing in 2031 and 2036 to fund its $4.7 billion acquisition of Cogentrix Energy and repay debt. The notes will be issued by Vistra Operations Company LLC and backed by subsidiary guarantees and collateral. Shares rose about 2.6% to $170.71 in early trading. The company has not disclosed the offering’s size or interest rates.
12 January 2026
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Google Gemini adds Walmart checkout: Alphabet’s new AI shopping push puts GOOGL stock in focus

Google Gemini adds Walmart checkout: Alphabet’s new AI shopping push puts GOOGL stock in focus

Walmart shoppers can now find and buy products directly through Google’s Gemini assistant, following a new integration announced Monday. Google also launched an open Universal Commerce Protocol to link AI agents with retailer checkout systems. Walmart shares rose about 2% in early trading, while Alphabet slipped 0.4%. Shopify said its merchants will soon sell through Google’s AI platforms as the rollout expands.
12 January 2026
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Duolingo stock sinks on CFO exit, new finance chief pay package and early Q4 user update

Duolingo stock sinks on CFO exit, new finance chief pay package and early Q4 user update

Duolingo shares fell about 7% Monday after CFO Matt Skaruppa announced his departure, with board member Gillian Munson set to replace him Feb. 23. The company reported a 30% year-over-year jump in daily active users and bookings at or above the top of its forecast for Q4. Munson’s base salary will be $800,000 plus $14 million in stock units. Skaruppa will stay on as an adviser, earning $32,292 a month.
12 January 2026
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Stock Market Today

SK hynix stock price slips into Monday after S&P upgrade, tech selloff

SK hynix stock price slips into Monday after S&P upgrade, tech selloff

7 February 2026
SK hynix shares closed at 839,000 won, down 0.36% Friday and 8% for the week, as tech stocks retreated across Asia. S&P Global Ratings upgraded the chipmaker to “BBB+” with a positive outlook, citing strong HBM sales. The KOSPI fell 1.4% Friday, ending a six-week winning streak. Traders await Monday’s Seoul open for signs of further tech weakness.
Bank of America stock jumps 3% into the weekend — what to watch before Monday’s trade

Bank of America stock jumps 3% into the weekend — what to watch before Monday’s trade

7 February 2026
Bank of America shares rose 2.89% Friday to $56.53, tracking a rally in U.S. financial stocks as the Dow closed above 50,000. The bank will redeem its Series DD preferred stock and related depositary shares on March 10 at $1,000 per share. CEO Brian Moynihan donated 100,000 shares on Feb. 4, a regulatory filing showed. Key U.S. jobs and inflation data are due next week after delays.
Oracle stock rebounds from eight-day skid as $20 billion share-sale plan looms

Oracle stock rebounds from eight-day skid as $20 billion share-sale plan looms

7 February 2026
Oracle shares jumped 4.65% to $142.82 Friday, ending an eight-day slide but remaining down 22% since Jan. 27. The company has set up a $20 billion at-the-market stock program and completed a $25 billion senior notes sale to fund cloud expansion. Oracle’s liabilities stood at $174.5 billion as of Nov. 30, 2025, before the new financing. Investors remain focused on dilution risks and the pace of capacity growth.
ASML stock price snaps back as AI spending bets return, with ex-dividend date next

ASML stock price snaps back as AI spending bets return, with ex-dividend date next

7 February 2026
ASML shares rose 3.84% Friday in Amsterdam to 1,193.80 euros, rebounding with global chip stocks after Amazon signaled a sharp increase in AI-related capital spending. The stock goes ex-dividend Feb. 9 ahead of a 1.60-euro interim payout. ASML’s Nasdaq shares climbed 4.64% to $1,413.01. Despite Friday’s gains, the Amsterdam listing finished the week about 2.5% lower.
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