Wall Street starts 2026 higher as Nasdaq leads, Tesla deliveries drop and jobs data looms

Wall Street starts 2026 higher as Nasdaq leads, Tesla deliveries drop and jobs data looms

NEW YORK, Jan 2, 2026, 10:29 ET Wall Street’s main indexes opened higher on Friday, the first trading day of 2026, led by gains in the Nasdaq. Reuters Stock futures rose heading into the opening bell after a late-December pullback that left the S&P 500 and Nasdaq under pressure into year-end, according to Investors.com. Investors Attention is shifting quickly to the January data slate, with the monthly U.S. jobs report due on Jan. 9 and the consumer price index on Jan. 13, alongside the ramp-up to fourth-quarter earnings season, Reuters reported. “The market is looking for direction,” said Matthew Maley,
Palantir stock dips today as 2026 trading begins — what traders are watching next for PLTR

Palantir stock dips today as 2026 trading begins — what traders are watching next for PLTR

NEW YORK, January 2, 2026, 10:14 ET — Regular session Palantir Technologies (PLTR) shares fell 0.4% to $177.04 on Friday, while the Nasdaq-tracking Invesco QQQ Trust (QQQ) rose about 1.1% in early trade. The move matters because Palantir has been one of the market’s most closely watched “AI software” names after a sharp 2025 rally, leaving little room for stumbles as investors reset positions for the new year. The Motley Fool At current levels, the stock remains about 15% below its 52-week high of $207.52, keeping attention on whether momentum returns as the year’s first trading week gets underway. The
Micron (MU) stock jumps 8% today as chip rally kicks off 2026 — what to watch next

Micron (MU) stock jumps 8% today as chip rally kicks off 2026 — what to watch next

NEW YORK, January 2, 2026, 10:18 ET — Regular session Micron Technology Inc (MU.O) shares rose about 8% on Friday morning, leading U.S. memory and storage names higher in the first regular session of 2026. The stock was up $22.92 at $308.33 by 10:02 a.m. ET, after trading between $292.68 and $308.33. The move comes as investors refocus on a tightening supply picture for memory chips, driven by heavy demand from AI infrastructure. IDC projected a 2026 contraction of up to 5.2% in smartphones and up to 8.9% in PCs in a pessimistic scenario as memory costs rise, Business Insider
Bitmine Immersion (BMNR) slips as Tom Lee urges shareholders to back 50 billion authorized-share plan

Bitmine Immersion (BMNR) slips as Tom Lee urges shareholders to back 50 billion authorized-share plan

NEW YORK, Jan 2, 2026, 09:36 ET — Regular session Shares of Bitmine Immersion Technologies Inc were down about 2% at $27.15 in early U.S. trading on Friday after the company filed new investor materials ahead of a shareholder vote on expanding its authorized share count. The proposal matters because “authorized shares” set the legal ceiling on how much stock a company can issue. Raising that cap can give management room for future stock sales, which can dilute existing investors, or for stock splits, which increase the share count while lowering the price per share. The filing lands as crypto-linked
Natural gas price slides today, pulling EQT, Antero stocks lower as U.S. warmth caps demand

Natural gas price slides today, pulling EQT, Antero stocks lower as U.S. warmth caps demand

NEW YORK, Jan 2, 2026, 10:04 ET — Regular session U.S. natural gas-linked stocks slipped on Friday as gas futures fell on expectations of weaker heating demand in early January. The move matters because winter weather changes can quickly swing consumption, storage withdrawals and cash flow expectations for producers that are most exposed to the U.S. benchmark price. It also sets the tone for the first full trading day of 2026 after a late-December selloff tied to a smaller storage withdrawal and milder forecasts. U.S. natural gas futures were trading at about $3.58 per million British thermal units (mmBtu), down
AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

NEW YORK, January 2, 2026, 10:13 ET — Regular session Nvidia shares rose 2.9% to $191.93 on Friday after Reuters reported the AI chipmaker had approached Taiwan Semiconductor Manufacturing Co about ramping up production of its H200 graphics processing units (GPUs), chips used to train and run AI models. Sources told Reuters Chinese technology companies have ordered more than 2 million H200 chips for delivery in 2026, far above Nvidia’s current inventory of about 700,000 units. The report said TSMC was expected to start work on expanded output in the second quarter, but Chinese authorities have yet to greenlight any
XRP price today rises toward $2 after Ripple’s 1B token escrow unlock

XRP price today rises toward $2 after Ripple’s 1B token escrow unlock

NEW YORK, January 2, 2026, 10:01 ET — Regular session XRP rose on Friday, pushing back toward the $2 level as traders digested Ripple’s first scheduled token release of the year and a firmer tone across cryptocurrencies. The early-January bounce matters because liquidity tends to be thin after year-end, which can magnify moves in smaller tokens. XRP often trades as a high-beta proxy for the broader “altcoin” market — cryptocurrencies other than bitcoin. Investors are also recalibrating positions around U.S. interest-rate expectations, a key driver for risk assets. That keeps attention on next week’s U.S. jobs and inflation data. XRP
Stock market open today? NYSE and Nasdaq reopen after New Year’s Day — here are the trading hours

Stock market open today? NYSE and Nasdaq reopen after New Year’s Day — here are the trading hours

NEW YORK, January 2, 2026, 09:38 ET Wall Street opened the first trading session of 2026 on Friday after U.S. markets closed on New Year’s Day. Reuters The holiday schedule matters for investors placing orders, moving cash and managing risk after a midweek pause. It can also thin out trading in some assets, which can widen price swings. “The market is looking for direction,” said Matthew Maley, chief market strategist at Miller Tabak, as investors turn to January data for fresh signals. Reuters The Nasdaq said U.S. markets were closed on Thursday, January 1, for New Year’s Day, and that
ASML shares jump after surprise Aletheia upgrade flips outlook on EUV demand

ASML shares jump after surprise Aletheia upgrade flips outlook on EUV demand

AMSTERDAM, January 2, 2026, 08:58 ET ASML (ASML.AS) shares rose more than 3% on Friday after Aletheia Capital upgraded the Dutch semiconductor equipment maker to “buy” from “sell” and doubled its price target — an analyst estimate of where a stock should trade — to $1,500. Investing The upgrade matters because investors are starting 2026 looking for fresh signals on chipmaker spending after an artificial intelligence-led investment cycle powered demand for advanced manufacturing tools. It also puts the spotlight back on ASML’s order pipeline, a closely watched read-through for the wider semiconductor equipment sector. Reuters Aletheia analyst Warren Lau said
Bitcoin price today: BTC edges toward $90,000 as ETF flows and U.S. jobs data come into focus

Bitcoin price today: BTC edges toward $90,000 as ETF flows and U.S. jobs data come into focus

NEW YORK, January 2, 2026, 09:59 ET — Regular session Bitcoin rose about 2% on Friday to $89,555, extending a rebound into the first U.S. trading session of 2026 as buyers again tested the $90,000 threshold. The move comes after bitcoin ended 2025 down more than 6% following a sharp fourth-quarter pullback from an October record above $126,000, a slide that underlined the token’s sensitivity to wider risk appetite. Reuters That matters now because spot bitcoin exchange-traded funds, or ETFs, have become a primary channel for institutional demand and can amplify moves when flows swing. U.S. spot bitcoin ETFs saw
Gold price today rebounds near $4,370 as GLD ETF and gold stocks track bullion higher

Gold price today rebounds near $4,370 as GLD ETF and gold stocks track bullion higher

NEW YORK, January 2, 2026, 09:54 ET — Regular session Spot gold was up about 1% at around $4,369 an ounce in New York morning trade on Friday, pricing data showed. JM Bullion The move keeps bullion on investors’ screens at the start of the year after a blockbuster 2025 run, when safe-haven demand and rate-cut bets helped lift precious metals broadly. It matters now because gold sits not far from recent record territory, and the market is trying to gauge whether the next leg of the rally can hold as liquidity returns after the holidays. Gold is a non-yielding
Silver price today: SLV jumps 4% as spot silver rallies again in early 2026 trade

Silver price today: SLV jumps 4% as spot silver rallies again in early 2026 trade

NEW YORK, January 2, 2026, 10:04 ET — Regular session iShares Silver Trust (SLV) rose $2.57, or 4.0%, to $66.99 in morning New York trading on Friday, the first U.S. session of 2026. Spot silver was up 3.4% earlier on Friday after hitting an all-time high of $83.62 on Monday, Reuters reported. “Bulls seem to be drawing strength from geopolitical risk and hopes of lower U.S. rates,” said Lukman Otunuga, senior research analyst at FXTM. Investors are pricing in at least two quarter-point Fed rate cuts this year, Reuters said, and the metal’s record 2025 gain was fueled by its

Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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