Today: 7 February 2026
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Tesla deliveries miss as Baidu pops on AI chip IPO plan and Nasdaq opens 2026 higher

Tesla deliveries miss as Baidu pops on AI chip IPO plan and Nasdaq opens 2026 higher

NEW YORK, January 2, 2026, 10:48 ET The S&P 500 and Nasdaq opened 2026 on firmer footing on Friday, led by a rebound in technology shares. At 10:13 a.m. ET, the Dow was down 0.01%, the S&P 500 was up 0.38% and the Nasdaq Composite gained 0.75%. Reuters The first session of the year is an early test of whether last year’s momentum in big tech can carry into January after a late-December wobble. Traders are also looking for signs that policy-driven swings — from tariffs to incentives — will keep shaping market leadership. Moves in a handful of high-profile
2 January 2026
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Robinhood stock slides as HOOD sets Feb. 10 earnings date — what investors watch next

Robinhood stock slides as HOOD sets Feb. 10 earnings date — what investors watch next

NEW YORK, January 2, 2026, 10:41 ET — Regular session Robinhood Markets shares were down about 1.5% at $111.45 in mid-morning trade on Friday after the company set a Feb. 10 date for its next earnings report. The stock reversed earlier gains seen before the open. MarketWatch The calendar update matters because investors treat HOOD as a read-through on retail trading demand. February’s report will be the first detailed look at how customers traded into year-end and what management says about the start of 2026. A large part of Robinhood’s business comes from transaction-based revenue — money brokerages earn when
2 January 2026
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Rocket Lab stock slides as cash-burn warning hits RKLB at start of 2026

Rocket Lab stock slides as cash-burn warning hits RKLB at start of 2026

NEW YORK, January 2, 2026, 10:37 ET Rocket Lab shares fell in early U.S. trading on Friday as investors reassessed how long the space company can keep funding growth before it turns into cash. The stock was down 2.5% at $67.99 at 9:37 a.m. EST, MarketWatch data showed. MarketWatch The pullback comes as Rocket Lab enters 2026 with rising expectations that it can expand beyond small-rocket launches into higher-value defense and satellite work. That shift matters because customers and investors are increasingly focused on delivery timelines and cash discipline after a strong run in space-related stocks. Rocket Lab’s challenge is
2 January 2026
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AppLovin stock slides into 2026 as investors test its sky-high margins

AppLovin stock slides into 2026 as investors test its sky-high margins

NEW YORK, January 2, 2026, 10:38 ET AppLovin shares fell about 6% on Friday morning, extending a retreat that began in the final days of 2025 as investors reassessed one of the market’s standout momentum names. The move matters at the start of the year because AppLovin’s run-up has made the stock unusually sensitive to valuation questions and any hint that growth is cooling, even without new company-specific news. Wall Street’s focus is narrowing to the next earnings release, with analysts looking for another step-up in profit while revenue growth moderates from last year’s pace. In the latest closing session
2 January 2026
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IBM’s 2026 quantum milestone puts IonQ and Nvidia back on investors’ radar

IBM’s 2026 quantum milestone puts IonQ and Nvidia back on investors’ radar

NEW YORK, Jan 2, 2026, 10:35 ET IBM’s plan to demonstrate “quantum advantage” in 2026 is emerging as a key waypoint for investors tracking quantum computing stocks at the start of the new year. The renewed focus comes as market commentators look for the next big technology theme beyond artificial intelligence, pointing to a mix of big tech and smaller specialists with exposure to quantum development. 2026 matters because the industry has promised a string of technical checkpoints, while governments and corporations continue to fund research even as most quantum businesses remain in the red. Quantum computers use quantum bits,
2 January 2026
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Oracle (ORCL) stock turns lower after early rally as 2026 begins; rates, AI spending in focus

Oracle (ORCL) stock turns lower after early rally as 2026 begins; rates, AI spending in focus

NEW YORK, January 2, 2026, 10:41 ET — Regular session Oracle shares edged down on Friday, slipping 0.2% to $194.48 in morning trading after opening near $198 and briefly touching $198.60. The stock has traded as low as $194.32. The dip came even as Wall Street opened the first trading day of 2026 with gains. At the opening bell, the S&P 500 rose 0.48% and the Nasdaq Composite gained 1.03%. Reuters Investors are watching whether a busy January calendar resets the outlook for U.S. interest rates, a key driver for tech valuations. The U.S. jobs report due Jan. 9 and
2 January 2026
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AMD stock jumps to start 2026 as MI450 AI chips and Helios racks draw fresh attention

AMD stock jumps to start 2026 as MI450 AI chips and Helios racks draw fresh attention

NEW YORK, January 2, 2026, 10:28 ET Advanced Micro Devices’ shares rose about 5% on Friday, kicking off 2026 with a fresh burst of optimism around the chipmaker’s artificial intelligence hardware plans. The stock was up 5.2% at $225.24 by 10:13 a.m. ET. The early-year move comes as investors reassess demand for AI infrastructure after a strong 2025 run for chip stocks. AMD is pitching a new generation of data-center accelerators and “rack-scale” systems as it tries to win larger deployments from cloud and enterprise customers. Commentary published over the past two days has put AMD’s 2026 server roadmap back
2 January 2026
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Netflix stock falls nearly 2% as NFL streaming win meets fresh-year caution

Netflix stock falls nearly 2% as NFL streaming win meets fresh-year caution

NEW YORK, Jan 2, 2026, 10:35 ET — Regular session Netflix, Inc. shares fell about 1.9% to $91.96 in morning trade on Friday, reversing an early gain as U.S. markets opened the first session of 2026. The stock opened at $94.11 and traded between $91.81 and $94.50. The slide follows a key datapoint for Netflix’s live-programming push: the company said its Christmas Day National Football League broadcasts set U.S. viewership records, with Lions–Vikings averaging 27.5 million viewers and peaking above 30 million, citing Nielsen. Netflix also said the games are part of a deal to stream NFL matchups on Christmas
2 January 2026
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Nike stock slips today after CEO’s $1 million buy pop — what Wall Street watches next

Nike stock slips today after CEO’s $1 million buy pop — what Wall Street watches next

NEW YORK, Jan 2, 2026, 10:30 ET — Regular session Nike shares were down 1.1% at $63.03 in late morning trading on Friday, giving back part of a late-December rally that followed fresh insider buying disclosures. The move matters because Nike enters 2026 trying to convince investors its reset is gaining traction after margin pressure and uneven regional demand weighed on the stock last year. Insider buying — when executives or directors purchase shares with their own money — is often read as a confidence signal, even when it does not change fundamentals. SEC Nike also lagged the broader market
2 January 2026
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Walmart stock draws fresh buy talk for 2026 as e-commerce growth narrows Amazon gap

Walmart stock draws fresh buy talk for 2026 as e-commerce growth narrows Amazon gap

NEW YORK, Jan 2, 2026, 10:42 ET Walmart shares traded around $111.56 on Friday morning, little changed as fresh investor commentaries kept attention on the retailer’s online push and expanding profit streams. The debate matters at the start of 2026 as investors look for companies that can hold up if shoppers stay price-conscious, while still posting growth in digital sales. Walmart’s scale gives it room to gain share across groceries, general merchandise and delivery. Walmart has leaned into “omnichannel” retailing — selling through stores and online — and the story has increasingly centered on whether it can grow e-commerce profitably
2 January 2026
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Intel stock jumps 6% today as CES chip launch nears — what traders are watching next

Intel stock jumps 6% today as CES chip launch nears — what traders are watching next

NEW YORK, Jan 2, 2026, 10:35 ET — Regular session Intel shares climbed on Friday, gaining about 6.3% to $39.22 in morning trade. The move puts the chipmaker back in focus heading into next week’s CES technology conference, a key showcase for PC chips and “AI PCs” — computers designed to run more AI features on the device rather than relying only on the cloud. Intel It also comes as traders start 2026 recalibrating expectations for U.S. interest rates, which can swing valuations for growth stocks. “The market is looking for direction,” said Matthew Maley, chief market strategist at Miller
2 January 2026
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Strategy (MSTR) stock rises after preferred dividend rate lifted to 11% as bitcoin steadies

Strategy (MSTR) stock rises after preferred dividend rate lifted to 11% as bitcoin steadies

New York, January 2, 2026, 10:28 ET — Regular session Strategy Inc (MSTR) shares rose 1.1% to $153.63 as of 10:13 a.m. ET on Friday, after swinging between $150.03 and $156.75 earlier in the session. The move came after the company disclosed a higher dividend rate on one of its preferred share classes. The filing matters because Strategy has become a bellwether “bitcoin treasury” trade — a company that holds bitcoin on its balance sheet and is often treated by investors as a proxy for the cryptocurrency. Its common shares can amplify bitcoin moves, for better or worse. It also
2 January 2026
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Stock Market Today

ST Engineering stock price drops 2% to S$9.71 as drone-autonomy tie-up grabs attention

ST Engineering stock price drops 2% to S$9.71 as drone-autonomy tie-up grabs attention

7 February 2026
ST Engineering shares fell 1.9% to S$9.71 Friday, outpacing the Singapore market’s 0.8% drop amid a tech-led selloff. The company signed a deal with Shield AI at the Singapore Airshow to integrate autonomy software into its unmanned platforms and unveiled a small drone capable of carrying explosives. About 6.9 million shares traded as investors await full-year results on Feb. 27.
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