Zoom stock jumps as Baird spots a “hidden gem” Anthropic stake worth up to $4 billion

Zoom stock jumps as Baird spots a “hidden gem” Anthropic stake worth up to $4 billion

NEW YORK, Jan 26, 2026, 20:44 EST Shares of Zoom Communications surged Monday following an analyst’s claim that its early stake in AI startup Anthropic might be worth billions. Zoom climbed roughly 11%, closing in on $95.46 after hitting an intraday high of $98.77. This shift is significant because it gives investors a fresh perspective on Zoom—not just its potential to revive growth in video and workplace software, but also the value locked in its private stake, which could be cashed in if Anthropic’s valuation holds steady. William V. Power of Baird Equity Research dubbed it a “hidden gem,” highlighting
Chevron stock price ticks up after Winter Storm Fern disrupts U.S. output — what to watch next

Chevron stock price ticks up after Winter Storm Fern disrupts U.S. output — what to watch next

NEW YORK, Jan 26, 2026, 20:43 EST — Market closed. Shares of Chevron Corp edged up 0.4% to $167.50 on Monday, having earlier climbed as high as $168.79. The stock remains close to its 52-week peak of $169.37. (Investing.com) The decision follows a massive winter storm that rattled U.S. energy markets and sparked new concerns over supply and operational hiccups. U.S. natural gas prices surged to their highest point in roughly three years as freezing temperatures hammered production and drove demand up, the Financial Times reported. (Financial Times) Oil prices edged lower on Monday but hovered close to their highest
Amphenol stock price closes up 3% near a 52-week high as earnings loom

Amphenol stock price closes up 3% near a 52-week high as earnings loom

New York, January 26, 2026, 20:04 (ET) — Market closed Amphenol Corp (NYSE: APH) jumped roughly 3%, closing Monday at $155.56—just shy of its 52-week peak. The stock hit an intraday high of $156.63, with more than 10.5 million shares changing hands, outpacing its recent average volume. The broader market also finished on an upswing. (marketwatch.com) The late-session surge shifts focus to Amphenol’s quarterly report due this week. Investors are eager for clear signals on demand for high-speed connectors and cables linked to data-center expansions, while also tracking order stability in industrial and automotive sectors. Amphenol plans to hold a
Salesforce stock price ticks up as CRM flags $5.6B U.S. Army contract; investors look to earnings

Salesforce stock price ticks up as CRM flags $5.6B U.S. Army contract; investors look to earnings

New York, January 26, 2026, 19:54 (EST) — After-hours Salesforce announced that the U.S. Army has handed it a $5.6 billion contract over 10 years, through its Computable Insights subsidiary, aimed at boosting access to its data and cloud tech. The company said the agreement is an indefinite-delivery, indefinite-quantity contract — a typical government setup that limits total spending but doesn’t guarantee orders. Salesforce expects revenue to come in as the Army places those orders. “This new contract … will operationalize Missionforce across the Army,” said Kendall Collins, CEO of Missionforce and Government Cloud. (investor.salesforce.com) Salesforce shares ended Monday’s session
Arista Networks stock jumps 5% as Fed week puts AI data-center plays back in focus

Arista Networks stock jumps 5% as Fed week puts AI data-center plays back in focus

New York, Jan 26, 2026, 20:08 (EST) — Market closed. Arista Networks saw its shares climb $7.40, or 5.4%, closing at $143.72 on Monday. That push values the data-center networking company at roughly $183 billion. The stock fluctuated between $135.55 and $146.40 during the session, with around 10.7 million shares changing hands, per market data. U.S. stocks pushed higher as investors looked ahead to a packed week for interest rates and Big Tech earnings, searching for proof that heavy AI investments are starting to pay off. “Communications and technology sectors are performing strongly today ahead of earnings from many major
Applied Materials stock price slips as markets close; Fed and Big Tech capex in focus

Applied Materials stock price slips as markets close; Fed and Big Tech capex in focus

NEW YORK, Jan 26, 2026, 20:40 EST — Market closed. Applied Materials shares dropped 0.9% Monday and traded near $319.46 in after-hours, marking a modest dip for the chip-equipment maker ahead of a busy week in the markets. (Yahoo Finance) Timing is crucial. Investors are focused on Wednesday’s Fed decision and earnings reports from several “Magnificent Seven” companies for clues on spending and risk appetite. “It seems like we’re having an expansion in corporate profits and an expansion in the economy,” said Chris Zaccarelli, chief investment officer at Northlight Asset Management. (Reuters) In chip tools, the tape showed mixed results.
Hecla Mining stock slides nearly 6% after Casa Berardi sale plan and 2026 output guide

Hecla Mining stock slides nearly 6% after Casa Berardi sale plan and 2026 output guide

New York, Jan 26, 2026, 20:19 (ET) — Market closed Hecla Mining Company shares dropped 5.8%, ending Monday at $29.97 following a volatile session. Investors grappled with news of an asset sale and updated production forecasts. The stock fluctuated between $28.83 and $34.24, with roughly 53.7 million shares traded. (Zacks) The timing feels off. Silver has surged past $100 an ounce, while gold has hit record highs, sparking rapid, volatile moves in miners. “It is difficult to see what really forces this market to roll over,” said City Index analyst Fawad Razaqzada on the bullion rally. (CME Group) Hecla announced
Capital One stock closes higher near $220 as Fed week looms — what COF traders watch nextCapital OneCapital One stock closes higher near $220 as Fed week looms — what COF traders watch next

Capital One stock closes higher near $220 as Fed week looms — what COF traders watch nextCapital OneCapital One stock closes higher near $220 as Fed week looms — what COF traders watch next

New York, Jan 26, 2026, 20:08 EST — Market closed Shares of Capital One Financial Corp ended Monday about 1.3% higher, closing at $220.18. The lender saw a relatively steady finish ahead of Tuesday’s session. With markets closed Monday, all eyes now turn to a busy week ahead packed with policy risks. This is crucial since Capital One’s stock has been reacting to two factors simultaneously: its expansion costs and potential regulatory moves from Washington affecting credit card profits. Either can impact earnings more quickly than a single quarter’s loan growth. The broader market got a boost Monday. The S&P
Caterpillar stock closes higher before earnings — here’s what traders watch this week

Caterpillar stock closes higher before earnings — here’s what traders watch this week

New York, Jan 26, 2026, 20:13 EST — Market closed Caterpillar shares climbed Monday, with investors gearing up for the heavy-equipment giant’s quarterly earnings due later this week. This shift is significant as Caterpillar serves as a key indicator for spending on major equipment. Its forecast arrives amid a busy week filled with earnings reports and a Federal Reserve decision that might reshape rate expectations for cyclical stocks. Traders are eyeing whether credit remains accessible enough to sustain equipment demand, particularly among buyers who rely on financing despite high interest rates. Caterpillar (CAT) ended the day up 1.48%, closing at
Home Depot stock closes higher after AI tool rollout for contractors as Fed decision, earnings loom

Home Depot stock closes higher after AI tool rollout for contractors as Fed decision, earnings loom

NEW YORK, Jan 26, 2026, 20:14 EST — The market has closed. Home Depot shares ticked up Monday following the launch of a new AI tool designed to help contractors assemble project shopping lists faster. The stock wrapped the day 0.7% higher, closing at $386.53. The timing is crucial. Investors want proof that home improvement demand can hold steady amid fluctuating borrowing costs and housing turnover. Home Depot, meanwhile, is relying heavily on its professional customers to offset weaker spending from do-it-yourself buyers. A new digital feature won’t transform the entire business on its own, but it’s a key piece
Western Digital stock steadies after Cantor target hike as traders eye earnings and a new leveraged ETF

Western Digital stock steadies after Cantor target hike as traders eye earnings and a new leveraged ETF

New York, January 26, 2026, 19:51 EST — After-hours Western Digital Corp shares climbed 1.9% to $240.85 in late after-hours trading Monday, swinging between $233.53 and $250.31 during the regular session, LSEG data showed. Timing is key. Western Digital is set to release its fiscal second-quarter results after Thursday’s closing bell and follow up with a conference call at 4:30 p.m. ET. That keeps the stock active for traders who’ve been targeting storage firms this earnings season. (Western Digital) Cantor Fitzgerald raised its price target on Western Digital to $300 from $250 while keeping an “overweight” rating, MT Newswires reported
Applied Digital stock price tumbles after wild swing; APLD investors eye February site reveal

Applied Digital stock price tumbles after wild swing; APLD investors eye February site reveal

New York, Jan 26, 2026, 19:46 EST — After-hours Shares of Applied Digital Corporation fell about 4% on Monday, closing at $36.18. The Nasdaq stock saw a wide range, fluctuating from $41.59 down to $35.73 amid heavy trading volume of roughly 48 million shares. The move underscored how quickly sentiment can turn in one of the market’s more volatile bets on the AI data-center boom. Applied Digital drew in traders hungry for exposure to the surging demand for power and server capacity—without actually owning the underlying chips. Attention has moved beyond hype to the nuts and bolts: locking down land,

Stock Market Today

AST SpaceMobile stock bounces late Friday as AT&T plays down Amazon Leo threat and a new 2x short ETF hits tape

AST SpaceMobile stock bounces late Friday as AT&T plays down Amazon Leo threat and a new 2x short ETF hits tape

7 February 2026
AST SpaceMobile shares jumped 9.1% to $101.79 Friday after a volatile week, with 15.9 million shares traded. AT&T said it will use Amazon Leo’s satellite network to reach business customers outside its terrestrial footprint but stated this will not affect its partnership with AST. A new 2x short ETF tied to ASTS, ticker ASTN, began trading on Cboe. AST’s next “BlueBird 7” satellite launch is set for late February on Blue Origin’s New Glenn.
Go toTop