Today: 7 February 2026
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Netflix stock ticks up as Warner Bros deal fight stays in focus

Netflix stock ticks up as Warner Bros deal fight stays in focus

NEW YORK, December 29, 2025, 10:05 ET — Regular session Netflix (NFLX.O) shares edged higher on Monday, trading up 0.2% at $94.63 by 10:05 a.m. ET. The stock’s muted move comes as investors head into the final stretch of the year with a single question dominating the narrative: whether Netflix can land a transformative Warner Bros Discovery deal without a long regulatory fight, while keeping growth and margins on track. Reuters+1 With Netflix set to report results next month, traders are positioning for fresh guidance and any update on the transaction’s timeline and financing, after weeks of headline-driven swings across
29 December 2025
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Voya and Kempner just trimmed Lincoln National stock — what new filings show

Voya and Kempner just trimmed Lincoln National stock — what new filings show

NEW YORK, December 29, 2025, 08:54 ET Voya Investment Management and Kempner Capital Management reduced their exposure to Lincoln National Corp in the third quarter, regulatory disclosures showed. The two managers reported holding about 176,822 shares worth roughly $7.1 million as of Sept. 30. The disclosures matter because they are Form 13F filings — quarterly snapshots that large investment managers must submit to the U.S. Securities and Exchange Commission. Investors watch them for clues on institutional positioning, even though the data are backward-looking. Lincoln’s stock has been trading near a 12-month high and the company’s next dividend dates are approaching,
29 December 2025
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Alphabet slips as year-end tech rally pauses; Fed minutes loom

Alphabet slips as year-end tech rally pauses; Fed minutes loom

NEW YORK, December 29, 2025, 10:06 ET — Regular session Alphabet’s Class C shares (GOOG.O) fell about 0.7% to $312.80 in early Monday trading, giving back ground as U.S. tech stocks eased at the start of the final week of the year. The move matters now because Alphabet is one of the largest U.S. companies by market value, and small swings in mega-cap tech can tug broader indexes in holiday-thinned trade. Investors have leaned heavily on AI-linked technology winners in 2025, making positioning vulnerable to profit-taking. Reuters Rate expectations are also back in focus. Growth stocks such as Alphabet tend
29 December 2025
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Oracle stock slips after insider sale filing as OpenAI-linked spending stays in focus

Oracle stock slips after insider sale filing as OpenAI-linked spending stays in focus

NEW YORK, December 29, 2025, 09:56 ET — Regular session Oracle shares fell 0.4% to $197.27 in early trading on Monday after a company officer disclosed a planned share sale, with investors still wary about the cost of the software maker’s push to expand AI-related cloud capacity. The filing matters because Oracle has become a touchstone for a broader market question: how much debt and spending big tech can absorb as demand for AI computing accelerates, especially heading into year-end when liquidity can thin and moves can get exaggerated. Benzinga That scrutiny has been sharpest around Oracle’s ties to privately
29 December 2025
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AMD slips as tech rally pauses; Nvidia-Intel filing puts chip sector back in focus

AMD slips as tech rally pauses; Nvidia-Intel filing puts chip sector back in focus

NEW YORK, December 29, 2025, 09:54 ET — Regular session Advanced Micro Devices shares edged lower in early trading on Monday, dipping 0.3% to $214.42 after touching an intraday low of $209.42. The move mattered because the market is entering the final, holiday-thinned stretch of the year, when small shifts in risk appetite can swing high-growth technology names. Semiconductor stocks have been at the center of the AI-driven rally and remain sensitive to any change in rates and spending expectations. Reuters+1 AMD is one of the sector’s key bellwethers, sitting between Nvidia in AI accelerators and Intel in server processors.
29 December 2025
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Trump offshore wind pause sparks governors’ push for classified briefing and restart

Trump offshore wind pause sparks governors’ push for classified briefing and restart

NEW YORK, December 29, 2025, 08:53 ET Governors in four Northeastern states are pressing the Trump administration to lift its stop-work orders on five offshore wind farms and to provide a classified briefing on the national security claims behind the move, according to CT Insider and Nantucket Current. The dispute matters now because the projects are already under construction and are expected to deliver large blocks of new electricity to states that have been counting on offshore wind to bolster supply and meet clean-energy goals. It also puts near-term jobs and contracts at risk. Ironworkers Local 7 said 50 workers
29 December 2025
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Microsoft stock dips as Wall Street’s year-end rally pauses, Fed minutes loom

Microsoft stock dips as Wall Street’s year-end rally pauses, Fed minutes loom

NEW YORK, December 29, 2025, 09:49 ET — Regular session Microsoft (MSFT.O) shares were down 0.3% at $486.46 in early trading on Monday. The pullback came as Wall Street’s year-end rally cooled in holiday-thinned conditions, with heavyweight technology stocks giving up some of last week’s gains. Reuters+1 Investors are looking to the Federal Reserve’s meeting minutes on Tuesday — a detailed account of policymakers’ latest debate — for signals on the path of U.S. interest rates into 2026. Reuters Fidelity International multi-asset portfolio manager Becky Qin said, “We’re not seeing runaway inflation risk as a base case so we’re still
29 December 2025
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Meta stock slips as Wall Street opens lower in thin year-end trade

Meta stock slips as Wall Street opens lower in thin year-end trade

NEW YORK, December 29, 2025, 09:39 ET — Regular session Meta Platforms (META.O) shares fell 0.65% to $658.97 in early trading on Monday. StockAnalysis The dip came as Wall Street opened lower in the final week of 2025, with technology shares giving back some of last week’s gains. The Nasdaq was down 0.76% at the open and the S&P 500 fell 0.38%, Reuters reported. Reuters Moves can look outsized at the end of December, when liquidity is thin and portfolio managers rebalance holdings before the calendar turns. Investors are also trying to pin down the path for U.S. interest rates,
29 December 2025
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Breeze CEO warns startups face tighter U.S. skies as new rewards tiers near

Breeze CEO warns startups face tighter U.S. skies as new rewards tiers near

NEW YORK, December 29, 2025, 09:16 ET Breeze Airways CEO David Neeleman warned that startup airlines are facing a tighter squeeze in the U.S. market, even as his carrier keeps expanding its route map, a Red94 report published on Sunday said. Red94 The timing matters as Breeze heads into 2026 with a revamped loyalty program, one of the biggest levers airlines use to keep customers coming back. Breeze’s updated program rules show its new tier benefits take effect on Jan. 1, 2026. FlyBreeze+1 Neeleman has argued that newer carriers cannot easily go head-to-head with the biggest U.S. airlines, which have
29 December 2025
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Palantir slips as Karp’s paid “college alternative” hits headlines in weak year-end trade

Palantir slips as Karp’s paid “college alternative” hits headlines in weak year-end trade

NEW YORK, December 29, 2025, 09:46 ET — Regular session Palantir Technologies Inc shares were down 0.9% at $187.10 shortly after the opening bell on Monday, reversing a small early bounce as the broader tech sector softened. The move matters because Palantir is one of the market’s biggest momentum names into year-end, leaving the stock sensitive to headlines and risk-off swings in light holiday liquidity. Reuters U.S. stocks were set for a lower start to the final week of 2025 as heavyweight technology names gave up some ground from last week’s gains, Reuters reported. Reuters Palantir also made headlines after
29 December 2025
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Broadcom stock falls at the open as year-end rally cools and AI margin worries linger

Broadcom stock falls at the open as year-end rally cools and AI margin worries linger

NEW YORK, December 29, 2025, 09:39 ET — Regular session Broadcom shares fell about 1.4% to $347.37 in early New York trading on Monday, underperforming a softer tech sector as investors turned cautious in the final week of 2025. Investing.com+1 The move matters now because Broadcom sits in the middle of the market’s crowded “AI infrastructure” trade, where investors have been quick to reprice stocks when growth comes with lower profitability. Broadcom has been trying to convince investors that surging sales tied to artificial intelligence will translate into durable earnings, not just bigger revenue. Reuters Broader equities offered little support.
29 December 2025
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Apple stock slips early as year-end tech rally cools, with China demand in focus

Apple stock slips early as year-end tech rally cools, with China demand in focus

NEW YORK, December 29, 2025, 09:41 ET — Regular session Apple shares edged lower in early New York trading on Monday, slipping about 0.2% to $273.40. The pullback comes as heavyweight technology stocks give back some ground after last week’s gains pushed the S&P 500 to fresh highs and left it within about 1% of the 7,000 mark, Reuters reported. Reuters Why it matters now: trading volumes are expected to be light in the holiday-affected week, with U.S. markets shut on Thursday for New Year’s Day. Some investors had been looking for a “Santa Claus rally” — a seasonal tendency
29 December 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:26 AM EST Dollar Dips as Stocks Rally and US Data Influences Fed Rate Expectations February 7, 2026, 12:18 AM EST. The **dollar index** fell 0.17%, pressured by a rebound in equity markets reducing demand for the safe-haven currency. Weaker-than-expected U.S. labor market data raised the odds of a Fed rate cut to 18% for March, though consumer sentiment improved to a six-month high, limiting losses. Hawkish comments from Atlanta Fed's Raphael Bostic emphasized maintaining restrictive monetary policy. The dollar faces medium-term weakness amid expectations for rate cuts
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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