AMD stock climbs as KeyBanc keeps $270 target, flags tight server CPU supply into 2026

AMD stock climbs as KeyBanc keeps $270 target, flags tight server CPU supply into 2026

KeyBanc reaffirmed its Overweight rating and $270 price target for AMD, citing nearly sold-out server CPU supply through 2026 and projected AI GPU revenue of up to $15 billion. AMD shares rose 1.6% to $253.73 after hours. Valuation models diverge, with Simply Wall St estimating intrinsic value at $327.26, while the P/E ratio remains near 130. Investors await AMD’s Feb. 3 earnings for clarity on pricing and AI chip demand.
Ovo’s £2.7m payout: Vulnerable customers waited 19 months for bill support

Ovo’s £2.7m payout: Vulnerable customers waited 19 months for bill support

Ofgem ordered Ovo to pay £2.765 million after 11,646 customers, including over 7,700 on the Priority Services Register, received Warm Home Discount rebates more than 19 months late. Medically vulnerable customers and those with prepay meter failures will receive additional compensation. Payments will be made automatically. Ovo cited an internal error and said it has updated its systems.
23 January 2026
Charles Schwab stock climbs after earnings as Forge vote clears a hurdle and Fed week nears

Charles Schwab stock climbs after earnings as Forge vote clears a hurdle and Fed week nears

Charles Schwab shares rose 2.2% to $104.05 in after-hours trading Thursday after posting a 19% jump in fourth-quarter net revenue to $6.34 billion. Shareholders approved proposals for Schwab’s planned Forge Global merger, but regulatory clearance is still pending. Schwab ended 2025 with $11.90 trillion in client assets. Investors are watching next week’s Federal Reserve meeting for rate signals.
Disney stock price stalls near $113 as proxy filing puts CEO pick in “early 2026” focus

Disney stock price stalls near $113 as proxy filing puts CEO pick in “early 2026” focus

Disney shares were little changed after hours Thursday following a proxy filing setting its annual meeting for March 18 and revealing the board aims to name a new CEO in early 2026. The filing also highlighted $1.3 billion in streaming profit for fiscal 2025 and $3.5 billion in share buybacks. Chief People Officer Sonia L. Coleman plans to sell 2,473 shares. Disney will report fiscal Q1 earnings on Feb. 2.
23 January 2026
U.S. Bancorp stock flirts with a 52-week high as bond sale and Fed week come into view

U.S. Bancorp stock flirts with a 52-week high as bond sale and Fed week come into view

U.S. Bancorp shares rose 1.28% to $56.18 Thursday, closing just below a 52-week high after the bank priced $1.25 billion in fixed-to-floating senior notes maturing in 2032. The company reported a 23% jump in Q4 profit to $2.05 billion and expects 2026 revenue growth of 4% to 6%. Investors await the Federal Reserve’s Jan. 27-28 meeting for signals on rates.
Pfizer stock price edges up — what PFE investors are watching after vaccine policy shifts

Pfizer stock price edges up — what PFE investors are watching after vaccine policy shifts

Pfizer shares closed up 0.8% at $26.10 Thursday, trading between $25.75 and $26.31. The gain followed news of a non-exclusive deal with Novavax for access to its Matrix‑M adjuvant, worth $30 million upfront. U.S. officials have reversed universal vaccine recommendations, shifting to “shared clinical-decision-making.” Pfizer CEO Albert Bourla blamed policy rhetoric for falling vaccination rates.
Constellation Energy (CEG) stock price slides toward $287 — what to watch before Friday’s open

Constellation Energy (CEG) stock price slides toward $287 — what to watch before Friday’s open

Constellation Energy shares fell 2.4% to $287.35 Thursday, closing near session lows despite broader market gains. Wells Fargo cut its price target to $460 but kept an Overweight rating. The drop followed PJM’s emergency auction plan and new rules for large power users as a cold snap threatens peak demand. About 4.7 million shares traded hands.
23 January 2026
Intuitive Surgical stock whipsaws after Q4 beat as 2026 da Vinci outlook and tariffs hit focus

Intuitive Surgical stock whipsaws after Q4 beat as 2026 da Vinci outlook and tariffs hit focus

Intuitive Surgical shares rose 0.4% to $525.81 in after-hours trading Thursday after quarterly earnings beat forecasts. The company reported a 19% revenue increase to $2.87 billion, with da Vinci procedures up 17%. Intuitive projects 13%-15% da Vinci procedure growth in 2026 but warned tariffs could cut margins. Investors remain focused on procedure growth and tariff impacts ahead of Friday’s session.
Texas Instruments stock edges up after-hours as BNP Paribas upgrades TXN, Susquehanna lifts target

Texas Instruments stock edges up after-hours as BNP Paribas upgrades TXN, Susquehanna lifts target

Texas Instruments shares rose 0.3% to $194.99 in after-hours trading Thursday after BNP Paribas upgraded the stock to Neutral and Susquehanna raised its price target to $225. The moves come ahead of the company’s Jan. 27 earnings call, with investors watching for signs of recovery in industrial chip demand and continued weakness in auto.
Freeport-McMoRan (FCX) stock slides after earnings as Grasberg restart timing dominates the story

Freeport-McMoRan (FCX) stock slides after earnings as Grasberg restart timing dominates the story

Freeport-McMoRan shares fell 2.9% to $58.85 after hours Thursday despite better-than-expected Q4 profits, as investors focused on a 2026 sales outlook weighted toward the year’s second half due to the Grasberg mine restart. The company reported net income of $406 million and sold 709 million pounds of copper, but traders remain wary of timing risks and recent declines in copper prices.
Adobe stock price steadies after-hours after Firefly Foundry Hollywood push; ADBE eyes March earnings

Adobe stock price steadies after-hours after Firefly Foundry Hollywood push; ADBE eyes March earnings

Adobe shares rose 1.9% to $299.73 on Thursday and held steady after hours. The company is working with Hollywood partners through Firefly Foundry to develop “IP-safe” generative AI models. Investors are watching for signs these AI features could drive revenue ahead of Adobe’s March 12 earnings call. Trading volume reached about 5 million shares, with the stock still 36% below its 52-week high.
HBAN stock price tumbles after Huntington earnings — what investors are watching next

HBAN stock price tumbles after Huntington earnings — what investors are watching next

Huntington Bancshares shares fell 5.9% to $17.64 in after-hours trading Thursday after fourth-quarter results showed net income dropped to $519 million, or 30 cents per share. Noninterest expense rose to $1.42 billion, and provision for credit losses increased to $123 million. The board kept the dividend steady at $0.155 per share. Management forecasts 2026 net interest income to rise 10%–13% before the Cadence deal.
Sony hands Bravia TV control to TCL in 51-49 tie-up — what changes next

Sony hands Bravia TV control to TCL in 51-49 tie-up — what changes next

Sony will sell a 51% stake in its home entertainment division, including Bravia TVs, to China’s TCL, forming a joint venture. The agreement is non-binding and would not take effect until April 2027. Sony and TCL plan to keep the Sony and Bravia brands while using TCL’s display technology. TCL shares jumped over 16% in Hong Kong after the announcement; Sony’s stock fell 0.9% in Tokyo.
23 January 2026

Stock Market Today

Real estate stocks rise as rate-cut bets return; XLRE ends at $41.99 ahead of payrolls and CPI

Real estate stocks rise as rate-cut bets return; XLRE ends at $41.99 ahead of payrolls and CPI

7 February 2026
U.S. real estate stocks rose Friday, with XLRE up 1.8% to $41.99 and VNQ and IYR each gaining 1.6%. The Dow closed above 50,000 for the first time as the 10-year Treasury yield ended at 4.206%. Bank of America downgraded Public Storage and Extra Space Storage, citing weak housing turnover and high borrowing costs. The delayed January jobs report is set for Feb. 11, with CPI due Feb. 13.
Go toTop