Today: 7 February 2026
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Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

NEW YORK, January 2, 2026, 07:20 ET Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp production of its H200 artificial-intelligence chips after Chinese tech companies ordered more than 2 million units for 2026, sources said. Nvidia has about 700,000 units in stock and has priced China-bound H200 variants around $27,000 per chip, the sources said. TSMC is expected to start work on expanded output in the second quarter, one person said, as Beijing weighs whether to approve imports after Washington recently cleared H200 exports to China with a fee. Reuters The scramble for supply lands as investors reset portfolios
2 January 2026
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NIO posts record December deliveries as CEO says 1 millionth vehicle is days away

NIO posts record December deliveries as CEO says 1 millionth vehicle is days away

SHANGHAI, January 2, 2026, 07:19 ET NIO said on Thursday it delivered a record 48,135 vehicles in December 2025, up 54.6% from a year earlier, including 31,897 under its NIO brand, 9,154 under its family-oriented Onvo brand and 7,084 under its Firefly line. Fourth-quarter deliveries hit 124,807, up 71.7% year-on-year, while full-year deliveries reached 326,028, taking cumulative deliveries to 997,592 as of Dec. 31, the company said. nio.com+2EV+2 The monthly delivery update is a key gauge of demand and execution in China’s crowded electric-vehicle market. Deliveries — vehicles handed to customers — are a proxy for sales and can move
2 January 2026
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Amazon’s 2026 FBA rule kicks in as analysts turn bullish on AWS rebound

Amazon’s 2026 FBA rule kicks in as analysts turn bullish on AWS rebound

NEW YORK, Jan 2, 2026, 07:15 ET Amazon.com (AMZN.O) has stopped offering prep and item labeling for U.S. Fulfillment by Amazon shipments as of Jan. 1, shifting tasks such as labeling and packaging back to sellers. Fulfillment by Amazon, or FBA, is the paid service where Amazon stores, packs and ships products on behalf of third-party merchants. Amazon said the change applies across its U.S. network and that shipments created before Jan. 1 can still receive prep, while later shipments that arrive without required preparation may lose eligibility for certain reimbursements. Supply Chain Dive The move viewed as significant for
2 January 2026
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AI’s “Pick-and-Shovel” Boom: Power, Cooling and Networking Stocks Take the Spotlight in 2026

AI’s “Pick-and-Shovel” Boom: Power, Cooling and Networking Stocks Take the Spotlight in 2026

NEW YORK, January 2, 2026, 07:07 ET Investors are starting 2026 by shifting attention from headline AI model makers to the physical plumbing that keeps data centers running — power, cooling and networking — as valuations rise across the sector. The debate matters now because the AI boom is increasingly tied to the pace of data-center buildouts. That puts more focus on the companies that sell the hardware and systems needed to deploy and run AI at scale. It also raises the risk that constraints in the real world — especially electricity supply — could dictate how far and how
2 January 2026
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Silver price today: SLV jumps in premarket as bullion rebounds on Fed rate-cut bets

Silver price today: SLV jumps in premarket as bullion rebounds on Fed rate-cut bets

NEW YORK, Jan 2, 2026, 07:29 ET — Premarket Silver prices jumped more than 4% on Friday, snapping back from late-December profit taking as investors bought bullion on rate-cut bets and geopolitical worries. U.S.-listed silver vehicles, including iShares Silver Trust (SLV), were indicated higher ahead of the open. The rebound matters because silver has turned into a high-beta proxy for the market’s view on U.S. rates and the dollar after a record 2025 run. Small shifts in expectations can translate into outsized moves when liquidity is thin. Friday also marks the first trading day of the year for many investors
2 January 2026
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Gold price stock today: GLD jumps nearly 2% in premarket as gold rebounds toward record highs

Gold price stock today: GLD jumps nearly 2% in premarket as gold rebounds toward record highs

NEW YORK, Jan 2, 2026, 07:15 ET — Premarket SPDR Gold Shares (GLD), a gold-backed exchange-traded fund (ETF), last traded at $404.00 in premarket activity, up about 1.9% from its previous close of $396.31, tracking a fresh lift in bullion prices. Investing Spot gold climbed nearly 2% to $4,397.66 an ounce by 6:02 a.m. ET and U.S. gold futures for February delivery rose 1.6% to $4,409.90, after bullion hit a record $4,549.71 on Dec. 26, Reuters reported. Gold logged a 64% gain in 2025 — its strongest annual rise since 1979 — and FXTM analyst Lukman Otunuga said “bulls seem
2 January 2026
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Stock market today: Nasdaq, S&P 500 futures climb to start 2026 as Nvidia and Baidu rally

Stock market today: Nasdaq, S&P 500 futures climb to start 2026 as Nvidia and Baidu rally

NEW YORK, January 2, 2026, 07:04 ET — Premarket U.S. stock index futures rose on Friday as Wall Street kicked off 2026 with a tech-led rebound after a late-year slide. At 5:45 a.m. ET, S&P 500 E-minis — futures contracts tied to the index — were up 0.60%, Nasdaq 100 E-minis gained 1.05% and Dow E-minis rose 0.35%. Nvidia and Broadcom climbed 1.8% and 1.6% in premarket trading, Reuters reported. Reuters Investors are looking for direction after the main indexes ended 2025 with four straight declines, a run that bucked the typical late-December seasonal lift. With the Fed’s benchmark rate
2 January 2026
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Oklo stock today: OKLO edges up in premarket as investors eye funding, DOE milestones

Oklo stock today: OKLO edges up in premarket as investors eye funding, DOE milestones

NEW YORK, January 2, 2026, 07:10 ET — Premarket Oklo Inc. shares inched up about 0.2% to $71.76 in premarket trading on Friday. The modest move underscores how little it takes to nudge OKLO after a volatile 2025, when the stock’s swings often tracked shifts in risk appetite more than day-to-day fundamentals. The company is still in build-out mode, so traders tend to price the path — and the financing — rather than near-term revenue. That matters at the start of 2026 because investors are weighing two clocks at once: regulatory milestones that can take years, and capital needs that
2 January 2026
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Ondas Holdings (ONDS) stock climbs again in premarket as $10 million order update ripples through

Ondas Holdings (ONDS) stock climbs again in premarket as $10 million order update ripples through

NEW YORK, Jan 2, 2026, 07:03 ET — Premarket Ondas Holdings Inc shares rose 3.5% to $10.11 in premarket trading on Friday, extending a sharp late-December rally after the company reported about $10 million in new purchase orders for its autonomous systems business. The stock closed at $9.76 on Dec. 31, up 8.6%, after trading as high as $10.53 on volume of about 156 million shares. StockAnalysis The move matters now because Ondas has become a fast-moving retail and momentum name, with investors treating incremental order news as a read-through on demand for counter-drone and autonomous security systems. The next
2 January 2026
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Buffett steps down at Berkshire: Abel inherits an Apple-heavy portfolio — and a new Alphabet stake

Buffett steps down at Berkshire: Abel inherits an Apple-heavy portfolio — and a new Alphabet stake

NEW YORK, Jan 2, 2026, 06:51 ET Warren Buffett has stepped down as chief executive of Berkshire Hathaway, handing the reins of the $1.08 trillion conglomerate to Greg Abel as 2026 begins. Berkshire’s Class A shares slipped 0.1% on Dec. 31, Buffett’s final day as CEO, while the S&P 500 fell 0.7%. Reuters The transition puts a spotlight on Berkshire’s scale as both an operating company and a major investor. A regulatory filing for holdings as of Sept. 30 showed Berkshire ended the quarter with $381.7 billion in cash and equivalents and a $283.2 billion equity portfolio, still led by
2 January 2026
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Advisers reshuffle Invesco QQQ: Delta quadruples stake as Nasdaq-100 ETF starts 2026 shaky

Advisers reshuffle Invesco QQQ: Delta quadruples stake as Nasdaq-100 ETF starts 2026 shaky

NEW YORK, January 2, 2026, 07:05 ET Delta Investment Management sharply increased its stake in the Invesco QQQ Trust (QQQ) in the third quarter, regulatory filings published this week showed. MarketBeat The disclosures offer a snapshot of how smaller advisory firms were positioned in a bellwether ETF tied to large-cap growth and technology stocks as 2026 gets underway. Invesco+1 They also come as markets look for signs that last year’s rally broadens beyond a handful of heavyweight tech names, after technology shares led declines in late December amid year-end repositioning. Reuters The filings were made under Form 13F, a quarterly
2 January 2026
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Dow Jones today: Dow futures rise as 2026 trading begins, with jobs data and Fed path in focus

Dow Jones today: Dow futures rise as 2026 trading begins, with jobs data and Fed path in focus

NEW YORK, January 2, 2026, 06:59 ET — Premarket Dow Jones Industrial Average futures pointed higher on Friday, signaling a steadier start to 2026 after Wall Street slid in the final sessions of last year. At 5:45 a.m. ET, Dow E-minis were up 171 points, or 0.35%, while S&P 500 E-minis gained 41.5 points (0.60%) and Nasdaq 100 E-minis added 267 points (1.05%). Analysts at Deutsche Bank cautioned the first trading day has been a poor guide to how the year ultimately plays out. Reuters The early move matters because investors are testing whether the rally that powered major U.S.
2 January 2026
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Stock Market Today

Vodafone shares steady up after Q3 wobble — Germany, buyback and next results now set the tone

Vodafone shares steady up after Q3 wobble — Germany, buyback and next results now set the tone

7 February 2026
Vodafone shares rose 1.47% to 110.60p Friday, recovering part of Thursday’s 4.68% drop after a Q3 update. Group revenue climbed 6.5% to €10.5 billion, but Germany’s 0.7% service revenue growth missed some forecasts. Vodafone launched a new €500 million buyback tranche, bringing total buybacks since May to €3.5 billion. Investors remain focused on Germany’s pace and cash flow execution.
NatWest Group stock: buyback filing and Rightmove mortgage deal set up a busy week

NatWest Group stock: buyback filing and Rightmove mortgage deal set up a busy week

7 February 2026
NatWest shares closed up 1.45% at 659.4 pence Friday, buoyed by a buyback of 797,428 shares and a new digital mortgage deal with Rightmove. The Bank of England held rates at 3.75% but signaled possible cuts, with markets pricing in two reductions for 2026. NatWest plans to expand its Accelerator community to 50,000 members by 2026. Annual results are due Feb. 13.
Unilever share price holds at 5,250p as results week looms — what investors watch next

Unilever share price holds at 5,250p as results week looms — what investors watch next

7 February 2026
Unilever shares closed flat at 5,250p in London Friday, underperforming the FTSE 100’s 0.6% gain. The company issued 4.2 million new shares for employee plans, bringing total shares to over 2.18 billion. Investors await Q4 and full-year results on Feb. 12, with analyst consensus pointing to 3.9% Q4 sales growth. Unilever’s U.S. ADR rose 0.8% to $72.12.
BP share price near 52-week high ahead of Feb 10 earnings as buyback runs on

BP share price near 52-week high ahead of Feb 10 earnings as buyback runs on

7 February 2026
BP shares closed up 1.9% at 478 pence Friday, just below a 52-week high, as the company continued buybacks ahead of next week’s results. BP repurchased 2.789 million shares on February 6. Oil prices firmed on geopolitical risk, with Brent at $68.05 a barrel, but sector outlook remains uncertain. Investors await BP’s earnings and dividend decision due Tuesday.
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