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.

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron will buy Powerchip’s P5 fab in Taiwan for $1.8 billion cash, aiming to boost DRAM output by late 2027. Powerchip shares jumped nearly 10% after the deal. Micron executives said AI demand is driving an unprecedented memory shortage, with customers booking supplies into 2026. The acquisition adds 300,000 square feet of cleanroom space and is set to close by Q2 2026, pending approval.
20 January 2026
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CoreWeave hit by securities fraud class action as CRWV investors face March 13 deadline

CoreWeave hit by securities fraud class action as CRWV investors face March 13 deadline

Lead plaintiff motions in a securities fraud class action against CoreWeave must be filed by March 13. The lawsuit, filed Jan. 12 in New Jersey federal court, alleges CoreWeave overstated its ability to meet customer demand and downplayed reliance on a single data-center supplier. CEO Michael Intrator and other executives are named as defendants. Investor losses are linked to the failed Core Scientific deal and delayed data-center projects.
20 January 2026
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Gold breaks $4,700 as Trump’s Greenland tariff threat rattles markets and lifts silver again

Gold breaks $4,700 as Trump’s Greenland tariff threat rattles markets and lifts silver again

Gold hit a record $4,737.10 an ounce Tuesday after President Trump threatened new tariffs on eight European countries over Greenland, sending investors to safe havens. Silver hovered just below its peak at $95.308. European stocks fell, with the STOXX 600 down 1.3%. Trump warned tariffs would rise to 25% by June 1 if no Greenland deal is reached.
20 January 2026
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Netflix flips to an all-cash $82.7 billion Warner Bros. Discovery bid as Paramount clock ticks

Netflix flips to an all-cash $82.7 billion Warner Bros. Discovery bid as Paramount clock ticks

Netflix switched to an all-cash $27.75-per-share bid for Warner Bros. Discovery’s studio and streaming units, keeping the total value at $82.7 billion. The move comes just before Paramount Skydance’s $30-per-share tender offer expires Jan. 21. Warner set a $1.33–$6.86 per-share valuation for the Discovery Global spinoff. Netflix shares rose 1.3% in premarket trading; Warner slipped.
20 January 2026
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CoreWeave stock jumps in premarket as AI infrastructure names rally — and a lawsuit looms

CoreWeave stock jumps in premarket as AI infrastructure names rally — and a lawsuit looms

CoreWeave shares rose about 6% in premarket trading Tuesday, extending a weeklong rally. A new securities class action lawsuit alleges the company overstated its ability to meet demand and concealed data center delays. Simply Wall St’s valuation model puts CoreWeave’s fair value at $32.53 per share, far below its current price near $101. Investors have until March 13 to seek lead plaintiff status in the lawsuit.
20 January 2026
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Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman Sachs reaffirmed Nvidia and Broadcom as its top AI computing picks Tuesday, citing Nvidia’s software and rollout speed despite rising competition from custom chips. Nvidia shares fell 0.5% to $186.23 before the U.S. market opened. The company will report fiscal 2026 earnings on Feb. 25. Analysts expect continued high revenue growth but warn of volatility and potential margin pressure.
20 January 2026
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ImmunityBio stock jumps before the open after FDA outlines next step for ANKTIVA filing

ImmunityBio stock jumps before the open after FDA outlines next step for ANKTIVA filing

ImmunityBio shares jumped 27% to $7 in premarket trading after the company said the FDA requested more data, but no new trials, for a possible resubmission of its ANKTIVA bladder cancer treatment. The company plans to submit the additional information within 30 days. Investors are watching for the FDA’s response and any signal of a formal review.
20 January 2026
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Robinhood stock gets another Wall Street push — but can HOOD really make investors millionaires?

Robinhood stock gets another Wall Street push — but can HOOD really make investors millionaires?

Robinhood Markets shares fell 1.4% in premarket trading Tuesday, dropping to $108.74 and valuing the company at about $127 billion. Analysts point to a price-to-earnings ratio near 58 and warn the stock remains untested in a bear market. Bulls cite new products and prediction markets as growth drivers. Some analysts set price targets as high as $172, but others highlight heavy reliance on payment for order flow.
20 January 2026
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CoreWeave stock drops premarket as AI cloud bulls run into debt nerves

CoreWeave stock drops premarket as AI cloud bulls run into debt nerves

CoreWeave shares fell 5.7% to $95.40 in premarket trading Tuesday after a sharp rally the day before. The drop comes as investors debate whether the company’s rapid growth and $55.6 billion backlog can offset high leverage and negative free cash flow. CoreWeave recently announced a $14.2 billion contract with Meta and expanded its partnership with OpenAI. The stock jumped 13% over the past week, outpacing the broader U.S. IT sector.
20 January 2026
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Rocket Lab Stock Near $100: Morgan Stanley’s $105 Target Meets a $98 “Fair Value” Call

Rocket Lab Stock Near $100: Morgan Stanley’s $105 Target Meets a $98 “Fair Value” Call

Rocket Lab shares fell 3.4% to $93.04 in premarket trading Tuesday, pulling back from a near-record close. Morgan Stanley’s upgrade to “overweight” with a $105 price target had sparked a recent rally, but Yahoo Finance’s model put fair value near $98. The stock has swung from $14.72 to $99.58 over the past year.
20 January 2026
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Nebius (NBIS) stock drops in premarket as tariff jitters hit high-growth tech

Nebius (NBIS) stock drops in premarket as tariff jitters hit high-growth tech

Nebius Group N.V. shares fell 4.6% to $103.73 in U.S. premarket trading Tuesday after closing at $108.73, with 390,000 shares traded before the open. The drop tracked a broader tech selloff as U.S. index futures slid on tariff threats from President Trump. Nebius recently posted a quarterly loss over $100 million and capital spending of $955.5 million, despite revenue rising to $146.1 million.
20 January 2026
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Oracle stock price edges up before the bell as multicloud report lands

Oracle stock price edges up before the bell as multicloud report lands

Oracle shares rose 0.7% to $191.09 in premarket trading Tuesday after new research showed increased adoption of Oracle Cloud Infrastructure by U.S. enterprises. The company plans to release a Critical Patch Update with 336 security fixes later in the day. Investors remain focused on Oracle’s AI-driven spending and data-center expansion. December’s outlook and higher projected capital expenditures have raised concerns.
20 January 2026
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Stock Market Today

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta stock faces an AI split: ad gains vs a $135 billion bill

7 February 2026
Meta shares dropped 1.3% to $661.46 on Friday after the company projected 2026 capital spending of up to $135 billion, raising investor concerns over cash flow. Meta reported Q4 revenue of $59.89 billion, up 24% year-over-year, with ad impressions rising 18%. Analysts remain divided on whether AI-driven ad gains can offset the steep spending ramp.
IAG share price jumps toward a 52-week peak — what to watch before London reopens

IAG share price jumps toward a 52-week peak — what to watch before London reopens

7 February 2026
IAG shares rose 4.33% to 438.50 pence Friday, near their 52-week high, ahead of full-year results due later this month. The company reported 162,073,135 treasury shares and total voting rights of 4,565,128,012. Brent crude fell 2.2% Thursday to $67.93 a barrel. South Europe Ground Services logged 712,340 operations in 2025 and seeks approval to operate in Portugal.
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