Today: 7 February 2026
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Is Super Micro (SMCI) the AI bargain of 2026? A new note says margins could flip

Is Super Micro (SMCI) the AI bargain of 2026? A new note says margins could flip

Super Micro shares jumped 11% to $32.64 on Friday amid a broader rally in AI and chip stocks after TSMC raised its capital spending outlook. Seeking Alpha contributor Uttam Dey called the stock undervalued at 0.5x forward sales, citing potential for a gross margin shift. Zacks maintained a Hold rating, highlighting operational challenges and margin pressure despite strong AI demand.
20 January 2026
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Gold above $4,700 revives Ray Dalio’s “new monetary order” warning as dollar jitters grow

Gold above $4,700 revives Ray Dalio’s “new monetary order” warning as dollar jitters grow

Gold surged above $4,700 an ounce Tuesday, reaching $4,726.86 before midday, as U.S. tariff threats tied to Greenland rattled markets. Silver also set a new record. Ray Dalio’s 2025 warning about a “breakdown of the monetary order” resurfaced in trading circles. Analysts cite trade policy and Fed uncertainty as driving the flight to safe-haven assets.
20 January 2026
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Silver near record high puts SLV back in focus as options volatility refuses to cool

Silver near record high puts SLV back in focus as options volatility refuses to cool

Silver hit $95.488 an ounce Tuesday before easing, as investors rushed to precious metals after President Trump’s tariff threat on Europe. Spot silver rose 0.7% to $95.308 by 1131 GMT. Options premiums spiked, with SLV call interest surging and volatility at a two-month high. U.S.-listed silver miners gained in premarket trading.
20 January 2026
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Tesla stock wobbles as Canada reopens door to China-made EVs — what traders watch next

Tesla stock wobbles as Canada reopens door to China-made EVs — what traders watch next

Tesla shares slipped 0.2% in early New York trading Tuesday as investors reacted to Canada’s new EV import quota, which could allow Tesla to resume shipments of China-made vehicles. Canada will permit up to 49,000 Chinese EVs annually at a 6.1% tariff, but half the quota is reserved for cars under C$35,000, above Tesla’s price range. Tesla and Syrah Resources also extended a graphite supply deadline to March 16, 2026.
20 January 2026
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Rocket Lab stock slips in premarket after Goldman target hike as tariff jitters hit futures

Rocket Lab stock slips in premarket after Goldman target hike as tariff jitters hit futures

Rocket Lab shares fell 3.6% to $92.86 in early Tuesday trading after closing near record highs Friday. Goldman Sachs raised its price target to $69 but kept a Neutral rating, citing momentum in defense tech. S&P 500 and Nasdaq futures dropped on tariff concerns, weighing on sentiment. Investors await Rocket Lab’s next earnings report on February 26.
20 January 2026
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Ondas stock drops 5% in premarket even after a $25 target hike — what traders are watching

Ondas stock drops 5% in premarket even after a $25 target hike — what traders are watching

Ondas Inc shares fell 5.3% to $12.16 in premarket trading Tuesday after a registered direct offering raised $959.2 million and added warrants for 121.6 million shares. H.C. Wainwright and Needham raised their price targets to $25 and $17, respectively. Ondas reported preliminary 2025 revenue of $47.6–$49.6 million and a $65.3 million backlog, with final results due in March.
20 January 2026
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Rezolve AI (RZLV) stock slips in premarket as Wall Street reopens after holiday

Rezolve AI (RZLV) stock slips in premarket as Wall Street reopens after holiday

Rezolve AI shares fell 0.6% to $4.61 in premarket trading Tuesday after a 30% surge last week on raised revenue guidance and analyst upgrades. A recent SEC filing shows the company expects $350 million in 2026 revenue and faces up to $15 million in settlement payments through May. Shareholders approved new share issuance powers, raising dilution concerns. Broader market sentiment was cautious amid tariff threats.
20 January 2026
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Microsoft stock (MSFT) ticks up premarket even as Trump tariff threat shakes tech

Microsoft stock (MSFT) ticks up premarket even as Trump tariff threat shakes tech

Microsoft shares rose 0.7% to $459.86 in premarket trading Tuesday, defying a broader market slide after President Trump renewed tariff threats against Europe over Greenland. U.S. equity futures fell sharply, with Nasdaq futures down 2% and the CBOE Volatility Index hitting a two-month high. Microsoft issued an emergency Windows 11 fix after user complaints. Fiscal Q2 results are due Jan. 28.
20 January 2026
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Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron will buy Powerchip’s P5 fab in Taiwan for $1.8 billion cash, aiming to boost DRAM output by late 2027. Powerchip shares jumped nearly 10% after the deal. Micron executives said AI demand is driving an unprecedented memory shortage, with customers booking supplies into 2026. The acquisition adds 300,000 square feet of cleanroom space and is set to close by Q2 2026, pending approval.
20 January 2026
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CoreWeave hit by securities fraud class action as CRWV investors face March 13 deadline

CoreWeave hit by securities fraud class action as CRWV investors face March 13 deadline

Lead plaintiff motions in a securities fraud class action against CoreWeave must be filed by March 13. The lawsuit, filed Jan. 12 in New Jersey federal court, alleges CoreWeave overstated its ability to meet customer demand and downplayed reliance on a single data-center supplier. CEO Michael Intrator and other executives are named as defendants. Investor losses are linked to the failed Core Scientific deal and delayed data-center projects.
20 January 2026
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Gold breaks $4,700 as Trump’s Greenland tariff threat rattles markets and lifts silver again

Gold breaks $4,700 as Trump’s Greenland tariff threat rattles markets and lifts silver again

Gold hit a record $4,737.10 an ounce Tuesday after President Trump threatened new tariffs on eight European countries over Greenland, sending investors to safe havens. Silver hovered just below its peak at $95.308. European stocks fell, with the STOXX 600 down 1.3%. Trump warned tariffs would rise to 25% by June 1 if no Greenland deal is reached.
20 January 2026
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Stock Market Today

Ashtead share price in focus as buyback rolls on and NYSE switch clocks closer

Ashtead share price in focus as buyback rolls on and NYSE switch clocks closer

7 February 2026
Ashtead shares closed Friday at 4,936p, up 1.09%, after the company bought 88,872 shares under its repurchase program. The group is set to shift its primary listing to New York on March 2, pending court approval, and will be removed from the FTSE UK index the same day. Ashtead paid a half-year dividend of 37.5 U.S. cents per share on Friday.
Beazley share price: big funds reshuffle stakes as Zurich bid deadline nears

Beazley share price: big funds reshuffle stakes as Zurich bid deadline nears

7 February 2026
Beazley shares closed flat at 1,236 pence Friday as BlackRock disclosed a 6.55% stake and Vanguard reported 5.02%. Wellington Management cut its holding below 5%. The disclosures follow Zurich Insurance’s possible takeover offer of up to 1,335 pence per share, with a Feb. 16 deadline for a firm bid.
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