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
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,
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
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
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
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
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
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
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
Denison Mines stock jumps nearly 11% as Phoenix uranium project nears build decision

Denison Mines stock jumps nearly 11% as Phoenix uranium project nears build decision

NEW YORK, January 2, 2026, 10:05 ET — Regular session Denison Mines rose 10.9% to $2.95 in morning trade on Friday after the uranium developer said it is ready to make a final investment decision and begin construction on its flagship Phoenix project, while raising its upfront build budget. The update matters now because Phoenix is moving from planning into execution, a phase where timelines and budgets tend to drive stock moves more than long-range resource estimates. It also puts the next catalyst squarely on regulators: Denison needs federal sign-off in Canada before it can break ground, and the company
2 January 2026
Alphabet stock rises to start 2026 as analysts flag AI-search tailwinds for GOOG

Alphabet stock rises to start 2026 as analysts flag AI-search tailwinds for GOOG

New York, January 2, 2026, 10:20 ET — Regular session Alphabet’s Class C shares rose 1.3% to $317.82 by 10:13 a.m. ET on Friday, after the Google parent opened higher with the broader tech complex. The stock touched an intraday high of $322.86. The early move matters because Alphabet is entering 2026 with investors focused on whether its AI push can protect Search—its biggest profit engine—while the company continues to spend heavily on data centers and chips. The Class C line is the company’s non-voting stock. Wall Street’s main indexes opened higher on the first trading day of 2026, with
AMD stock jumps 6% as chip rally kicks off 2026 ahead of Lisa Su’s CES keynote

AMD stock jumps 6% as chip rally kicks off 2026 ahead of Lisa Su’s CES keynote

NEW YORK, January 2, 2026, 10:18 ET — Regular session Shares of Advanced Micro Devices rose 6.0% to $227.02 in morning trade on Friday. The stock opened at $219.00 and traded between $217.01 and $227.05, with about 9.5 million shares changing hands. The move matters now because chip stocks are setting the pace in Wall Street’s first session of 2026 after a choppy year-end. The broader market opened higher as risk appetite improved, a setup that tends to favor growth-heavy technology names. Reuters “The market is looking for direction,” said Matthew Maley, chief market strategist at Miller Tabak. Investors are

Stock Market Today

Cadence Bank stock is stuck at $42.11 after Huntington deal — what CADE holders watch next week

Cadence Bank stock is stuck at $42.11 after Huntington deal — what CADE holders watch next week

7 February 2026
New York, Feb 7, 2026, 07:02 (EST) — Market closed. Cadence Bank shares (CADE) last traded at $42.11 on Jan. 30 and have been marked inactive, leaving investors with little to watch on the ticker itself heading into Monday’s U.S. session. (StockAnalysis) What matters now is the paperwork, not the tape. Under the terms of Huntington Bancshares’ takeover, each Cadence common share was converted into the right to receive 2.475 Huntington common shares — the exchange ratio — with cash paid in lieu of any fractional share. (SEC) That shifts the price action to Huntington. Huntington shares closed on Friday
NIO stock jumps on profit alert, with Monday’s open in focus

NIO stock jumps on profit alert, with Monday’s open in focus

7 February 2026
NIO shares jumped 7.23% to $5.04 Friday after the company forecast a swing to adjusted operating profit of up to 1.2 billion yuan for the fourth quarter. Trading volume reached 90.8 million shares, far above average. Nio’s deliveries rose 72% to 124,807 vehicles in the quarter. The company said results are preliminary and unaudited, with final figures due in March.
Snap stock price bounces to $5.22 after upgrades — what traders watch next week

Snap stock price bounces to $5.22 after upgrades — what traders watch next week

7 February 2026
Snap Inc. shares closed up 2% at $5.22 Friday after a volatile week, with 94 million shares traded. The company forecast Q1 revenue below analyst expectations, despite a fourth-quarter beat and a 28% rise in active advertisers. Daily active users fell by 3 million to 474 million. Analysts remain divided, with some upgrading and others trimming price targets.
Bradesco stock drops on 2026 guidance — what BBDC4 investors watch next week

Bradesco stock drops on 2026 guidance — what BBDC4 investors watch next week

7 February 2026
Bradesco’s preferred shares fell 2.55% to 20.61 reais Friday after the bank issued 2026 guidance pointing to slower growth in some areas. Fourth-quarter recurring net income rose 20.6% to 6.5 billion reais, with 2025 ROAE at 15.2%. The Ibovespa closed up 0.45%. Bradesco ADRs ended down 0.5% at $3.98 in New York.
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