Today: 7 February 2026
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GE Aerospace stock pops in first 2026 session — here’s what Wall Street is watching next

GE Aerospace stock pops in first 2026 session — here’s what Wall Street is watching next

NEW YORK, January 2, 2026, 12:53 ET — Regular session GE Aerospace (NYSE:GE) shares rose 2.1% to $314.62 in midday trading on Friday, kicking off 2026 on a firmer note after touching an intraday high of $316.80. The stock opened at $309.75, and volume was about 1.7 million shares. The early move matters because GE has become a bellwether for aerospace demand and maintenance spending, both closely tied to airline flying activity and aircraft deliveries. With a new year starting, investors are resetting portfolios while looking for evidence that last year’s winners can keep delivering. Traders are also bracing for
2 January 2026
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IREN stock jumps 11% as bitcoin nears $90,000; SEC filing adds dilution watch

IREN stock jumps 11% as bitcoin nears $90,000; SEC filing adds dilution watch

NEW YORK, January 2, 2026, 12:43 ET — Regular session Shares of IREN Limited jumped 10.8% to $41.85 by late morning trading on Friday, extending a sharp rebound for the crypto-linked stock in the first U.S. session of 2026. The move matters because IREN sits at the intersection of bitcoin prices and the AI infrastructure trade, two themes that can swing hard as investors reset portfolios for the new year. “The market is looking for direction,” said Matthew Maley, chief market strategist at Miller Tabak, as traders eye next week’s U.S. jobs report and inflation data for signals on Federal
2 January 2026
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EOSE stock jumps 13% as energy-storage names rally to start 2026

EOSE stock jumps 13% as energy-storage names rally to start 2026

NEW YORK, Jan 2, 2026, 12:36 ET — Regular session Shares of Eos Energy Enterprises, Inc. jumped about 13% to $12.95 by midday on Friday, with about 8.8 million shares traded. The stock ranged from $11.56 to $12.98. The move matters because energy-storage stocks have been among the market’s most momentum-driven names, where small shifts in risk appetite can trigger big price swings. It also comes as investors reopen books for the first full session of 2026, a window that often brings fresh positioning and short-covering — when traders who bet against a stock buy it back to limit losses.
2 January 2026
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Why Home Depot stock is up today: tariff delay on cabinets puts HD in focus

Why Home Depot stock is up today: tariff delay on cabinets puts HD in focus

NEW YORK, Jan 2, 2026, 12:47 ET — Regular session Home Depot shares rose $3.33, or about 1%, to $347.43 in midday trading on Friday, after swinging between $341.10 and $348.40 earlier in the session. The gains come as investors digest a late-year trade-policy turn: U.S. President Donald Trump signed a proclamation delaying planned tariff increases on upholstered furniture, kitchen cabinets and vanities for another year, the White House said. That matters for Home Depot now because cabinetry and related categories sit close to the heart of big-ticket remodeling, where price increases can quickly change what shoppers are willing to
2 January 2026
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Qualcomm stock rises today as chip rally lifts QCOM ahead of CES and Feb. earnings

Qualcomm stock rises today as chip rally lifts QCOM ahead of CES and Feb. earnings

NEW YORK, Jan 2, 2026, 12:41 ET — Regular session Shares of QUALCOMM Incorporated rose 1.3% to $173.26 on Friday, extending an early-year rebound for chip stocks. The stock traded between $172.21 and $174.63, with about 2.1 million shares changing hands by midday. The move matters because Qualcomm sits at the center of smartphone and connected-device supply chains, and its shares often trade with broader sentiment toward semiconductors. Investors are resetting positions at the start of the year after a choppy finish to 2025. It also lands days before CES in Las Vegas, a showcase where chipmakers and device brands
2 January 2026
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ServiceNow (NOW) stock drops more than 3% today as software shares slide; jobs report in focus

ServiceNow (NOW) stock drops more than 3% today as software shares slide; jobs report in focus

NEW YORK, Jan 2, 2026, 12:47 ET — Regular session ServiceNow Inc (NYSE: NOW) shares fell 3.3% to $148.10 in midday trading on Friday. The stock has ranged from $145.65 to $154.69, with about 4.6 million shares traded. The move underscores how quickly investors are repricing high-growth cloud software names as 2026 gets underway. ServiceNow is widely watched as a gauge of enterprise software demand because its workflow products sit deep inside corporate IT operations. Attention is also shifting to next week’s catalysts, led by the U.S. monthly employment report on Jan. 9 and consumer price index data on Jan.
2 January 2026
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Bloom Energy stock jumps 12% today as fuel-cell rally returns — what to watch next

Bloom Energy stock jumps 12% today as fuel-cell rally returns — what to watch next

New York, Jan 2, 2026, 12:33 ET — Regular session Bloom Energy Corporation shares rose about 12% in midday trading on Friday. The stock was last up $10.09, or 11.6%, at $96.98. It traded between $88.84 and $97.30. The move matters now because Bloom has become a high-beta proxy for the “AI power” trade — the idea that data-center buildouts will push customers toward faster-to-install, on-site generation. A strong first-week bid can reset positioning after late-December volatility in the group. Friday’s rally also landed as investors sized up early-2026 macro catalysts, with attention on the U.S. jobs report due Jan.
2 January 2026
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GE Vernova stock jumps 3% as grid-buildout trade regains focus heading into dividend date

GE Vernova stock jumps 3% as grid-buildout trade regains focus heading into dividend date

NEW YORK, January 2, 2026, 12:35 ET — Regular session GE Vernova Inc. shares rose 3.3% to $675.14 in early afternoon trading on Friday, outperforming a mixed U.S. market as investors returned for the first full session after the New Year holiday. The stock traded as high as $676 and as low as $659.62. The move matters because investors have started 2026 looking for beneficiaries of a tightening power system, where utilities are being pushed to add generation and upgrade transmission. The U.S. Energy Information Administration has forecast record U.S. power consumption in 2025 and 2026, citing data centers among
2 January 2026
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Lam Research stock jumps nearly 5% today as chip-equipment rally kicks off 2026

Lam Research stock jumps nearly 5% today as chip-equipment rally kicks off 2026

NEW YORK, Jan 2, 2026, 12:25 ET — Regular session Lam Research (LRCX) shares rose $8.31, or 4.9%, to $179.49 on Friday, outperforming the broader market in the first regular session of 2026. The move matters now because chip-equipment stocks often trade as a direct read-through on how aggressively chipmakers plan to spend on new capacity. Those spending plans can swing quickly with demand for artificial intelligence hardware and memory chips. Reuters Friday’s gains also reflect a risk-on tone at the start of the year after a choppy finish to 2025, with technology shares helping lift U.S. equities, Reuters reported.
2 January 2026
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UEC stock today: Uranium Energy jumps 10% as uranium miners rally on Phoenix project update

UEC stock today: Uranium Energy jumps 10% as uranium miners rally on Phoenix project update

NEW YORK, January 2, 2026, 12:34 ET — Regular session Uranium Energy Corp shares jumped about 10% in midday trading on Friday, tracking a broad rally in uranium miners at the start of the first U.S. session of 2026. The stock was up 10.3% at $12.88 after trading between $11.85 and $12.96, with about 4.5 million shares traded. Sentiment improved after Denison Mines said it was ready to make a final investment decision and begin building its Phoenix in-situ recovery (ISR) uranium mine, pending final federal approvals after a Canadian regulator hearing ended on Dec. 11. “Denison stands ready to
2 January 2026
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Johnson & Johnson stock today: JNJ nudges lower after $1.30 dividend as earnings loom

Johnson & Johnson stock today: JNJ nudges lower after $1.30 dividend as earnings loom

New York, January 2, 2026, 12:21 ET — Regular session Johnson & Johnson shares edged lower on Friday after the healthcare conglomerate declared its first-quarter dividend, leaving the stock little changed on the first trading day of 2026. Jnj The muted reaction reflects how investors use dividend announcements less as a surprise catalyst and more as a signal of steady cash returns, particularly for a large, widely held defensive name like J&J. That matters now because rate expectations often shape demand for dividend stocks: when investors expect rates to fall, a stable payout can look more attractive relative to safer
2 January 2026
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Siemens Energy rebuffs wind spin-off call as Siemens targets 200,000 U.S. electricians by 2030

Siemens Energy rebuffs wind spin-off call as Siemens targets 200,000 U.S. electricians by 2030

FRANKFURT, January 2, 2026, 12:30 ET Siemens Energy has rejected pressure from activist investor Ananym Capital to spin off its loss-making wind turbine business Siemens Gamesa, the Financial Times reported, sticking with a plan to restore the unit’s profitability. The newspaper said Siemens Energy is targeting a 3% to 5% operating margin — profit from core operations as a share of sales — for Gamesa by 2028. Financial Times The standoff lands as demand for gas turbines and power-grid equipment keeps climbing, pushing Siemens Energy and its rivals deeper into multi-year investment cycles. Siemens Energy said in November it plans
2 January 2026
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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