Today: 7 February 2026
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Micron stock swings, ends higher as Taiwan fab buy plan meets $450 target call

Micron stock swings, ends higher as Taiwan fab buy plan meets $450 target call

Micron Technology shares closed up 0.9% at $366 after announcing a $1.8 billion deal to buy Powerchip’s P5 fab in Taiwan, aiming to boost DRAM output by 2027. The stock hit $381.04 during heavy trading before paring gains. TD Cowen raised its price target to $450, citing worsening memory shortages. Regulatory approval for the Taiwan deal is pending.
20 January 2026
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Nvidia stock price drops 4% as Trump tariff threats hit tech; China H200 decision stalls

Nvidia stock price drops 4% as Trump tariff threats hit tech; China H200 decision stalls

Nvidia shares fell 4.3% to $178.20 Tuesday after President Trump raised tariff threats and reports surfaced of export hurdles for its H200 AI chip to China. The S&P 500 dropped 2.04% and the Nasdaq slid 2.38%. Taiwan’s Inventec said the H200 chip remains blocked by Chinese customs despite recent U.S. approval. Nvidia also invested in AI startup Humans&, which raised $480 million at a $4.48 billion valuation.
20 January 2026
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American Express stock drops as Trump’s 10% credit-card rate cap deadline hits AXP

American Express stock drops as Trump’s 10% credit-card rate cap deadline hits AXP

American Express shares fell 3.3% to $352.84 in late New York trading Tuesday after the White House moved to cap credit-card interest rates. The stock touched a session low of $351.40. Investors await AmEx’s Jan. 30 earnings for updates on credit trends and regulatory risks. Visa and Mastercard also declined, weighing on payments stocks.
20 January 2026
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Palo Alto Networks stock slips as tariff jitters hit tech, with $200 calls in play

Palo Alto Networks stock slips as tariff jitters hit tech, with $200 calls in play

Palo Alto Networks shares fell 1.7% to $184.41 by 3:50 p.m. EST Tuesday as U.S. stocks slid after President Trump threatened new tariffs on Europe. Options activity surged, with over 30,000 near-term $200 calls trading. Other cybersecurity stocks also declined. The company’s next earnings report is set for Feb. 12.
20 January 2026
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Gilead stock steadies in Wall Street selloff as Bernstein sticks with $135 target and Florida HIV funding shifts loom

Gilead stock steadies in Wall Street selloff as Bernstein sticks with $135 target and Florida HIV funding shifts loom

Gilead Sciences shares slipped 0.2% to $124.68 Tuesday, outperforming a broader market drop. Bernstein reiterated its Outperform rating and $135 target, citing Yeztugo as a key 2026 driver. Florida announced steep cuts to its AIDS Drug Assistance Program, drawing criticism from advocates and raising concerns over HIV drug access.
20 January 2026
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Texas Instruments stock slides as tariff headlines jolt tech — what to watch before TXN earnings

Texas Instruments stock slides as tariff headlines jolt tech — what to watch before TXN earnings

Texas Instruments shares fell about 1.6% to $188.42 Tuesday, tracking a broader market sell-off as the S&P 500 SPDR fund dropped 2%. The iShares Semiconductor ETF also lost 1.6%. Investors are watching ahead of Texas Instruments’ fourth-quarter earnings, set for release after markets close Jan. 27. Tariff threats from President Trump contributed to market volatility.
20 January 2026
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GE Aerospace stock slides 3% as traders brace for earnings and a new CFM maintenance pact

GE Aerospace stock slides 3% as traders brace for earnings and a new CFM maintenance pact

GE Aerospace shares fell 3.3% to $314.39 Tuesday, dropping $10.73 from the previous close ahead of its Jan. 22 earnings report. IATA and CFM International, a GE-Safran joint venture, extended their engine maintenance competition agreement through February 2033. Investors are watching for updates on supply bottlenecks and service demand.
20 January 2026
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Disney stock slips as tariff jitters hit Wall Street — what DIS investors watch next

Disney stock slips as tariff jitters hit Wall Street — what DIS investors watch next

Walt Disney Co shares fell about 1% to $110.08 Tuesday after President Trump renewed tariff threats against Europe, rattling markets. The S&P 500 and Nasdaq dropped to one-month lows, while volatility spiked to an eight-week high. Disney will report fiscal first-quarter results on Feb. 2. EU leaders plan to discuss countermeasures at a summit Thursday.
20 January 2026
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Lockheed Martin stock price dips as Davos criticism and Greenland tariff threats rattle defense names

Lockheed Martin stock price dips as Davos criticism and Greenland tariff threats rattle defense names

Lockheed Martin shares fell 1.1% to $576.12 Tuesday amid new trade tensions after President Trump’s Greenland move triggered tariff threats against Europe. RTX, Northrop Grumman, and General Dynamics also declined. EU leaders plan an emergency summit Thursday to discuss retaliatory tariffs on $108 billion of U.S. goods. Lockheed will report earnings Jan. 29.
20 January 2026
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Home Depot stock price slips as tariff fears hit retailers, even after TD Cowen raises target

Home Depot stock price slips as tariff fears hit retailers, even after TD Cowen raises target

Home Depot shares fell 1.4% to $374.87 Tuesday after President Trump announced new tariffs on European imports, sparking a broader selloff in consumer stocks. Lowe’s dropped 3.4%, and the SPDR S&P Homebuilders ETF lost 2.2%. Home Depot’s price target was raised to $450 by TD Cowen, but concerns remain over pricing power and flat housing activity.
20 January 2026
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Stock Market Today

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
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