Today: 26 April 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.

Why Coherent stock is jumping today as a unit sale closes and earnings loom

Why Coherent stock is jumping today as a unit sale closes and earnings loom

Coherent Corp shares rose 6.9% to $226.83 Monday ahead of its earnings report due Wednesday after market close. The move followed news that Bystronic finalized its purchase of Coherent’s Tools for Materials Processing unit. Morgan Stanley raised its price target to $190 but kept a neutral rating. Trading remained volatile as investors watched for updates on AI data center demand and debt repayment.
2 February 2026
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Impinj stock jumps about 8% as chip rally returns ahead of PI earnings

Impinj stock jumps about 8% as chip rally returns ahead of PI earnings

Impinj shares rose about 8% to $149.21 by Monday afternoon, rebounding with chip stocks as tech led Wall Street gains. The move comes ahead of Impinj’s Q4 and full-year 2025 earnings call set for Feb. 5. Semiconductor sentiment remains volatile, with AI demand driving DRAM price forecasts sharply higher. U.S. factory data showed expansion in January, further lifting markets.
2 February 2026
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UWM stock jumps nearly 9% as Two Harbors earnings near and merger math tightens

UWM stock jumps nearly 9% as Two Harbors earnings near and merger math tightens

UWM Holdings shares rose 8.6% to $5.33 by midday Monday after closing at $4.91, ahead of Two Harbors’ quarterly earnings report due after the bell. UWM last week filed a Form S-4 for its planned $1.3 billion stock-for-stock acquisition of Two Harbors. Two Harbors shares gained 7.5%. The deal’s value depends on UWM’s share price and awaits shareholder and regulatory approval.
2 February 2026
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Semtech stock jumps 9% today as SMTC hits fresh high — what’s moving the shares now

Semtech stock jumps 9% today as SMTC hits fresh high — what’s moving the shares now

Semtech shares surged 9.4% to $87.21 by midday Monday, hitting a new 52-week high of $88.59. Trading volume topped the 30-day average as the stock outpaced a 3% gain in the broader semiconductor index. The jump followed last week’s launch of new AirLink 5G “RedCap” routers targeting industrial IoT markets. Investors are watching for updates at DistribuTECH 2026 in San Diego this week.
2 February 2026
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MACOM stock jumps nearly 5% as MTSI swings sharply ahead of Feb. 5 earnings

MACOM stock jumps nearly 5% as MTSI swings sharply ahead of Feb. 5 earnings

MACOM shares rose 4.9% to $229.72 by midday Monday, rebounding from an early swing between $206.84 and $236.15 on volume over 980,000 shares. The move comes ahead of the company’s quarterly earnings release set for Feb. 5. Semiconductor stocks broadly gained, with the iShares Semiconductor ETF up 2.4%. Investors are watching for MACOM’s guidance and outlook during a busy week for tech earnings.
2 February 2026
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Soleno Therapeutics stock jumps nearly 9% today — what SLNO traders are watching next

Soleno Therapeutics stock jumps nearly 9% today — what SLNO traders are watching next

Soleno Therapeutics shares jumped 8.9% to $42.00 Monday, outpacing a broad biotech rally. The move follows attention on VYKAT XR’s U.S. launch, with preliminary 2025 revenue reported at up to $191 million and 1,250 patient starts. Investors are awaiting full financial results in late February and monitoring upcoming investor conference appearances. No new company news was released Monday.
2 February 2026
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Lumentum stock jumps 12% ahead of earnings — what traders are watching next

Lumentum stock jumps 12% ahead of earnings — what traders are watching next

Lumentum shares surged 12.2% to $439.52 in late morning trading Monday, ahead of its fiscal Q2 earnings report due after Tuesday’s close. About 2.6 million shares traded as investors focused on demand from AI data centers and margin outlook. Peers Coherent and Ciena also rose over 6%. Lumentum previously forecast Q2 revenue of $630–$670 million and adjusted EPS of $1.30–$1.50.
2 February 2026
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Sandisk stock price jumps again on a $1,000 target call — what’s driving SNDK today

Sandisk stock price jumps again on a $1,000 target call — what’s driving SNDK today

Sandisk shares surged 13.3% to $653.05 in early Monday trading after Bernstein and Raymond James raised price targets, citing strong demand and a bullish outlook. The stock has soared over 1,500% in a year, fueled by AI data center growth and firmer NAND prices. Sandisk projected Q3 revenue up to $4.8 billion. Traders are watching NAND pricing and Friday’s U.S. jobs report for further signals.
2 February 2026
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Microsoft stock dips as AI spending worries linger, with OpenAI exposure back in focus

Microsoft stock dips as AI spending worries linger, with OpenAI exposure back in focus

Microsoft shares fell 0.6% to $427.58 Monday as investors remained wary after last week’s post-earnings drop tied to AI and cloud spending concerns. The stock has lost over $350 billion in value since Jan. 29. U.S. indexes showed mixed moves, with the Dow up 0.48% and Nasdaq down 0.07% by mid-morning. Alphabet and Amazon earnings, plus the Feb. 6 jobs report, are in focus this week.
2 February 2026
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Opendoor stock slips in early trade as mortgage-rate outlook stays cloudy ahead of Feb. 19 results

Opendoor stock slips in early trade as mortgage-rate outlook stays cloudy ahead of Feb. 19 results

Opendoor shares fell 1.6% to $5.07 in early Monday trading, with volume at 11.7 million shares. The dip followed a slight drop in mortgage rates after the Fed paused on interest rates. Investors are watching for Opendoor’s Feb. 19 earnings and “Financial Open House” event. The company reported $1.9 billion in non-recourse asset-backed loans as of December 31.
2 February 2026
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NIO stock price drops nearly 5% despite 96% January delivery jump

NIO stock price drops nearly 5% despite 96% January delivery jump

NIO shares fell nearly 5% to $4.47 in late morning New York trading Monday, despite January deliveries surging 96% year-over-year to 27,182 vehicles. The drop followed a broader selloff in Chinese auto stocks after BYD reported weaker sales and policy support shifted. January deliveries for NIO were down sharply from December’s total. Total NIO deliveries have now surpassed 1 million.
2 February 2026
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Denison Mines stock price slides as uranium shares retreat in commodity rout

Denison Mines stock price slides as uranium shares retreat in commodity rout

Denison Mines shares fell 4.2% to $3.80 in early U.S. trading Monday, tracking a broader selloff in uranium and commodity stocks after Donald Trump nominated Kevin Warsh as Federal Reserve chair. Around 15.8 million Denison shares changed hands. Uranium futures slipped to $99 a pound. Investors remain focused on Denison’s Phoenix project timeline and uranium price swings.
2 February 2026
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Stock Market Today

  • Dynatrace (DT) Shows 24% Decline Over Year, Yet DCF Model Suggests Undervaluation
    April 25, 2026, 9:01 PM EDT. Dynatrace's share price fell 24% over the past year, closing at $35.29 with declines spanning 7 days to year-to-date. Investors are reassessing software companies like Dynatrace amid evolving growth expectations and valuations of recurring revenue models. A discounted cash flow (DCF) analysis by Simply Wall St estimates Dynatrace's intrinsic value at $62.69 per share, 43.7% above its current price. The DCF approach projects free cash flow growth from $465 million to over $1 billion by 2031. Despite recent price weakness, the model indicates potential undervaluation, though market sentiment remains cautious. Investors may consider monitoring Dynatrace alongside peer firms to assess risks and opportunities amid changing software sector dynamics.

Latest article

Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

26 April 2026
Lockheed Martin was named among firms awarded up to $3.2 billion for President Trump’s Golden Dome space-based missile interceptor plan, Space Systems Command said. The company reported weaker first-quarter results, with $18 billion in sales and negative free cash flow. Space Force aims to show initial interceptor capability in 2028. Golden Dome’s total cost is projected at $185 billion.
ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

26 April 2026
ASML shares rose 2.3% in Amsterdam late Friday as the company reported Q1 net sales of €8.8 billion and raised its 2026 sales outlook to up to €40 billion. TSMC, ASML’s top customer, said it would delay adopting ASML’s new High-NA EUV machines, priced at over €350 million each, preferring to extend use of existing tools. ASML aims to deliver at least 60 standard EUV machines in 2026.
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