Today: 7 February 2026
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Netflix stock slides below $90 as Goldman trims target and Warner bid fight drags on

Netflix stock slides below $90 as Goldman trims target and Warner bid fight drags on

Netflix shares dropped 2% to $88.70 Friday after Goldman Sachs cut its price target, with pressure mounting as Paramount reiterated a higher $30-per-share bid for Warner Bros. Discovery. Paramount’s offer expires Jan. 21, while Warner would owe Netflix a $2.8 billion breakup fee if it exits their deal. Investors await Netflix’s Jan. 20 earnings for clarity on financing and strategy.
9 January 2026
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Applied Digital stock jumps again as hyperscaler talks and $2.35B financing keep APLD in play

Applied Digital stock jumps again as hyperscaler talks and $2.35B financing keep APLD in play

Applied Digital shares jumped 11% to $35.38 after quarterly revenue hit $126.6 million, beating estimates by nearly $40 million. The company said its Polaris Forge 1 site is now ready for service, delivering 100 MW for CoreWeave, and it is in advanced talks with another major customer. Management highlighted $2.35 billion in new debt financing. Net loss for the quarter was $31.2 million.
9 January 2026
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JPMorgan stock today: Apple Card deal puts JPM in the spotlight as earnings near

JPMorgan stock today: Apple Card deal puts JPM in the spotlight as earnings near

JPMorgan Chase shares rose 0.4% to $331.12 after agreeing to take over Apple Card issuance from Goldman Sachs, a transition expected to move over $20 billion in balances and take about two years pending regulatory approval. JPMorgan will book a $2.2 billion credit-loss provision in Q4. Financial sector ETFs were little changed. Investors await JPMorgan’s Jan. 13 earnings for signals on credit costs and expenses.
9 January 2026
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AeroVironment stock (AVAV) jumps as Trump’s defense-budget push keeps drone makers in focus

AeroVironment stock (AVAV) jumps as Trump’s defense-budget push keeps drone makers in focus

AeroVironment shares rose 4.9% to $362.02 after President Trump proposed a $1.5 trillion U.S. military budget for 2027 and signed an order tying contractor payouts to weapons delivery. Parry Labs announced a partnership with AeroVironment on the Army’s new P550 drone. The FCC granted exemptions for some AeroVironment drone imports through 2026. The stock traded near its 52-week high.
9 January 2026
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Intel stock jumps again as AI PC chips and foundry bets pull buyers back

Intel stock jumps again as AI PC chips and foundry bets pull buyers back

Intel shares jumped about 8% Friday, extending gains as investors focused on AI PCs and the company’s push into contract chipmaking. Analysts remain split, with some warning the rally may be outpacing fundamentals ahead of Intel’s Jan. 22 earnings report. The company launched Core Ultra Series 3 processors at CES and signaled new foundry momentum. Core Ultra laptops are set to go on sale Jan. 27.
9 January 2026
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Strategy Inc stock slips as MSCI clamps down on index weight gains — Feb 10 is the next date to watch

Strategy Inc stock slips as MSCI clamps down on index weight gains — Feb 10 is the next date to watch

Strategy Inc shares fell 3.8% to $160.57 Friday after MSCI froze index weight changes for bitcoin-heavy firms but kept them in its benchmarks. MSCI’s move follows a volatile week for the stock and leaves traders focused on the Feb. 10 index review. Bitcoin rose 0.7%, while Coinbase dropped 2%. Strategy disclosed a $17.44 billion unrealized loss on digital assets and raised its bitcoin holdings to 673,783.
9 January 2026
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Alphabet (GOOG) stock rises as Cantor turns bullish and Google’s Wiz deal clock ticks

Alphabet (GOOG) stock rises as Cantor turns bullish and Google’s Wiz deal clock ticks

Alphabet Class C shares rose 1.2% to $330.07 Friday after Cantor Fitzgerald upgraded the stock and raised its price target to $370. EU regulators set Feb. 10 as the decision date for Alphabet’s $32 billion Wiz acquisition. Alphabet will report fourth-quarter and full-year results on Feb. 4. Google and Character.AI settled a Florida lawsuit over chatbot-related suicide; terms were not disclosed.
9 January 2026
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Sandisk stock rebounds on soft US jobs report; what’s driving SNDK now

Sandisk stock rebounds on soft US jobs report; what’s driving SNDK now

Sandisk shares rose 7% to $357.90 in early New York trading Friday, rebounding after a 5.4% drop the previous session. The move followed softer U.S. payrolls data and renewed risk appetite. Investors are watching for Tuesday’s CPI report, a Supreme Court tariff ruling, and Sandisk’s Jan. 29 earnings. Western Digital, Seagate, and Micron also gained.
9 January 2026
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EQT stock drifts as U.S. natural gas prices slide again, with storage and weather in play

EQT stock drifts as U.S. natural gas prices slide again, with storage and weather in play

EQT shares edged down 0.2% to $52.12 Friday after a sharp 4.2% drop the previous session. U.S. natural gas futures slipped 2% to $3.33/mmBtu as mild weather forecasts weighed on heating demand. Government data showed a storage draw of 119 bcf, keeping inventories 1% above the five-year average. Output remains near record highs, with traders watching for updated weather models.
9 January 2026
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Nvidia stock dips after Reuters report on China H200 pay-upfront terms

Nvidia stock dips after Reuters report on China H200 pay-upfront terms

Nvidia shares fell 0.2% to $184.61 after Reuters reported the company now requires full upfront payment from Chinese buyers for H200 GPUs, with no cancellations or refunds allowed. Chinese firms have ordered over 2 million units, far exceeding Nvidia’s inventory. President Trump previously said H200 shipments to China would carry a 25% fee. Nvidia reports fiscal Q4 results on Feb. 25.
9 January 2026
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Stock Market Today

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

7 February 2026
The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
Oil stocks jump on Iran risk lift for crude — what to watch before Monday

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

7 February 2026
U.S. oil stocks surged Friday as crude prices rose on renewed Middle East tensions. Exxon Mobil gained 2.0%, ConocoPhillips 2.5%, and Occidental Petroleum 2.7%. Refiners rallied after a national union deal eased strike risk, though BP’s Whiting plant faces a local dispute. Brent settled at $68.05 a barrel, up 0.74%.
Silver price rebound masks fresh stress after CME lifts margins again

Silver price rebound masks fresh stress after CME lifts margins again

7 February 2026
Spot silver surged 8.6% to $77.33 an ounce Friday after dropping below $65, but still lost over 8.7% for the week. CME Group raised margin requirements for COMEX silver futures to 18% from 15%, effective after Feb. 6. China’s UBS SDIC Silver Futures Fund hit its 10% down limit for a fifth session. Traders await key U.S. jobs and inflation data next week.
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