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.

Valens Semiconductor stock jumps 59% on heavy volume as share-sale filings surface

Valens Semiconductor stock jumps 59% on heavy volume as share-sale filings surface

New York, Jan 10, 2026, 06:05 EST — Market closed Valens Semiconductor Ltd. shares jumped about 59% on Friday, ending at $2.48 as turnover spiked to roughly 45 million shares. (Finviz) The move drew attention because it came late in the week with little fresh headline news from the company itself. Valens’ newsroom showed its most recent release dated Jan. 6. (Valens Semiconductor) In that Jan. 6 statement, Valens said it landed a fourth design win for its VA7000 chipset using MIPI A-PHY, an automotive connectivity standard for high-speed links between sensors and compute units. “We’re thrilled to ring in
10 January 2026
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Lam Research stock jumps on Mizuho target hike as chip-tool rally sets up next earnings test

Lam Research stock jumps on Mizuho target hike as chip-tool rally sets up next earnings test

New York, Jan 10, 2026, 06:12 EST — The market has closed. Lam Research (LRCX.O) shares jumped 8.7% on Friday, closing at $218.36. The boost came after Mizuho lifted its price target on the chip equipment maker to $220 from $200. The rally coincided with a wider upswing in semiconductor stocks that sent the PHLX chip index to a new record. (Reuters) The move comes as investors wrestle with the speed of Federal Reserve rate cuts this year, while growth stocks sensitive to rates remain focused on inflation and labor numbers. Following Friday’s jobs report, traders lowered near-term easing bets,
10 January 2026
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Oracle stock jumps toward $200 as Stargate funding and a busy macro week collide

Oracle stock jumps toward $200 as Stargate funding and a busy macro week collide

NEW YORK, Jan 10, 2026, 06:06 EST — Market closed Oracle shares jumped 4.7% Friday, ending at $198.52 after trading in a range from $188.91 up to $200.13. Buyers drove the stock close to the $200 threshold, a level many traders watch closely as a “line in the sand.” Volume hit roughly 26.2 million shares. SB Energy announced late Friday that OpenAI and SoftBank are committing $1 billion to boost data-center and power infrastructure for Stargate, a $500 billion project supported by Oracle. The company plans to develop and run a 1.2-gigawatt OpenAI facility in Milam County, Texas. (Reuters) Oracle’s
10 January 2026
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NuScale Power stock pops on BofA upgrade as Meta’s nuclear push lifts the SMR trade

NuScale Power stock pops on BofA upgrade as Meta’s nuclear push lifts the SMR trade

New York, Jan 10, 2026, 06:16 ET — Market closed NuScale Power Corporation shares ended Friday up 4.3% at $20.51, with U.S. markets shut for the weekend and trading set to resume on Monday. The move mattered because the nuclear trade has snapped back on fresh demand signals from Big Tech, which is hunting stable power for data centers. Meta said it struck 20-year nuclear power agreements and would back development of small modular reactors, or SMRs — smaller reactor designs that aim to shift more construction into factories. Meta executive Joel Kaplan called the plans “one of the most
10 January 2026
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Mastercard stock in focus for Monday after Trump floats 10% credit-card rate cap

Mastercard stock in focus for Monday after Trump floats 10% credit-card rate cap

NEW YORK, Jan 10, 2026, 05:51 EST — The market has closed. Mastercard Incorporated shares enter Monday trading with credit policy in focus, following President Donald Trump’s call to cap credit card interest rates at 10% for one year starting Jan. 20. The stock closed down Friday, despite the broader market hitting new highs. The proposal focuses on card issuers rather than payment networks such as Mastercard, though traders frequently treat the sector as a whole. If the cap tightens credit availability, it could dampen card spending and curb loan growth — eventually weighing on transaction volumes. Timing is everything.
10 January 2026
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Northrop Grumman stock jumps nearly 5% as Trump’s $1.5 trillion defense-budget talk reshapes the trade

Northrop Grumman stock jumps nearly 5% as Trump’s $1.5 trillion defense-budget talk reshapes the trade

New York, Jan 10, 2026, 05:48 EST — Market closed Northrop Grumman Corp (NOC) shares ended Friday up 4.7% at $618.82, after swinging between $578.00 and $619.60 on the day. U.S. markets are closed on Saturday. The jump capped a volatile week for big defense contractors after U.S. President Donald Trump said the 2027 U.S. military budget should be $1.5 trillion, well above the $901 billion Congress approved for 2026. RBC Capital Markets analysts led by Ken Herbert said that could “offset negative investor sentiment” but “there is significant uncertainty” around the final defense budget. (Reuters) Policy risk is the
10 January 2026
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Vistra stock jumps after Meta signs 20-year nuclear power deal — what matters next

Vistra stock jumps after Meta signs 20-year nuclear power deal — what matters next

NEW YORK, Jan 10, 2026, 05:38 EST — Market closed Vistra Corp shares jumped 10.5% on Friday and closed at $166.37 after the U.S. power producer said it signed long-term nuclear power contracts with Meta Platforms. (StockAnalysis) The deal lands as Big Tech hunts steady electricity for data centers, a scramble Meta says is being driven by artificial intelligence and rising power use. “It will make Meta one of the most significant corporate purchasers of nuclear energy in American history,” Joel Kaplan, Meta’s chief global affairs officer, said. (Reuters) Meta said its agreements with Vistra, TerraPower and Oklo are expected
10 January 2026
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AMC stock pops 13% on a volume spike as options heat up and a Feb. 2 stock-sale window nears

AMC stock pops 13% on a volume spike as options heat up and a Feb. 2 stock-sale window nears

New York, January 10, 2026, 05:30 ET — Market closed AMC Entertainment Holdings Inc’s shares surged 13.1% to $1.64 on Friday, beating other movie-theater stocks amid heavy volume. About 71.6 million shares changed hands, nearly triple the 50-day average of 22.5 million. Still, AMC remains about 60% below its 52-week high of $4.08. (MarketWatch) Why it matters now: AMC is stuck close to its 12-month low, trading well beneath major moving averages that momentum investors track. According to MarketBeat data, the stock sits under its 50-day moving average of $2.07 and its 200-day average of $2.64. Notably, Friday’s session saw
10 January 2026
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NovaBay stock more than doubles as microcap swings widen; warrants in focus ahead of CPI

NovaBay stock more than doubles as microcap swings widen; warrants in focus ahead of CPI

New York, Jan 10, 2026, 05:29 EST — Market closed NovaBay Pharmaceuticals Inc (NBY) shares surged 102.5% on Friday, closing at $19.16 after swinging between $9.69 and $19.95 during the session. Roughly 10 million shares traded, pushing the stock to a new 52-week high. (StockAnalysis) This move is significant because such rapid shifts can draw in momentum traders—and then reverse just as quickly. NovaBay trades thinly and has undergone restructuring through asset sales and financing, making its price more reactive to trading flows than to daily operational news. An October regulatory filing revealed the company sold roughly $6 million in
10 January 2026
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Applied Materials stock jumps to $301 as Wall Street lifts targets — what matters before Monday

Applied Materials stock jumps to $301 as Wall Street lifts targets — what matters before Monday

New York, Jan 10, 2026, 05:30 EST — The market has closed. Applied Materials (AMAT.O) jumped 6.9% on Friday, closing at $301.18 following a new wave of bullish price-target upgrades from Wall Street analysts. The chip-equipment maker’s shares hit a high of $302.70 and dipped to a low of $280 during the session. The notes come at a sensitive time for the group: investors are wrestling with whether chipmakers will maintain heavy spending into 2026 after last year’s surge in anything connected to data centers. Applied, which sells equipment for chip manufacturing, often sees its order trends lead the broader
10 January 2026
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Intel stock surges 11% after Trump meeting — what investors watch before earnings

Intel stock surges 11% after Trump meeting — what investors watch before earnings

NEW YORK, Jan 10, 2026, 05:30 EST — Market closed Intel (INTC.O) shares surged nearly 11% on Friday, closing at $45.55 after U.S. President Donald Trump said he had a “great meeting” with Chief Executive Lip-Bu Tan. Trading was heavy, with about 187 million shares changing hands. (Reuters) The move capped a sharp week for Intel, with the stock up about 15.7% and at its highest close since March 2024, as traders latched onto CES chip headlines and fresh political attention. Some analysts, though, questioned how much of the push was institutional money versus retail momentum. (MarketWatch) That matters now
10 January 2026
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ASML stock jumps on HSBC target lift, TSMC revenue beat; next test is Jan 28 earnings

ASML stock jumps on HSBC target lift, TSMC revenue beat; next test is Jan 28 earnings

AMSTERDAM, Jan 10, 2026, 11:04 CET — Market closed ASML Holding N.V. shares surged Friday, propelled by HSBC’s raised price target. The Dutch chip equipment giant led gains in Europe’s tech sector. Meanwhile, strong revenue from major client Taiwan Semiconductor Manufacturing Co helped boost confidence across chip stocks. (Reuters) The move follows investor attempts to gauge if the recent spike in data centre and AI chip spending will carry over into 2026 tool orders. ASML’s equipment is crucial in advanced chipmaking — manufacturers can’t shrink feature sizes without its lithography tools. That makes the stock vulnerable to even minor changes
10 January 2026
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Stock Market Today

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
NEW YORK, Feb 7, 2026, 03:07 (EST) Amazon.com shares fell on Friday after the company laid out a roughly $200 billion plan to ramp up artificial intelligence (AI) infrastructure, unsettling investors who have started to question the price tag of the AI race. Amazon, Alphabet, Microsoft and Meta have now flagged more than $630 billion of capital expenditures, or capex — the money spent on property and equipment such as data centers, servers and chips — largely tied to AI build-outs. Morgan Stanley analysts said investors are “not forgiving” about big investments without a clear signal on return on invested
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
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