Today: 8 February 2026
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IREN stock jumps 6% in Nasdaq trade as bitcoin miners rebound; CES buzz and payrolls ahead

IREN stock jumps 6% in Nasdaq trade as bitcoin miners rebound; CES buzz and payrolls ahead

IREN shares climbed 6.3% to $46.38 in midday trading Thursday, bucking a weaker Nasdaq as bitcoin miners broadly gained with bitcoin steady near $91,000. The stock swung between $42.69 and $47.57, remaining far below its 52-week high. CES headlines and anticipation of Friday’s U.S. jobs data drove activity. Marathon Digital, Cipher Mining, and CleanSpark also advanced.
8 January 2026
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Simply Good Foods stock jumps on Q1 results and a bigger buyback plan as margins bite

Simply Good Foods stock jumps on Q1 results and a bigger buyback plan as margins bite

Simply Good Foods shares jumped 8.5% after reporting quarterly adjusted earnings of 39 cents a share on $340.2 million in sales, both above analyst forecasts. Net income fell to $25.3 million and gross margin dropped to 32.3% as tariffs and input costs weighed. The board expanded its share repurchase program by $200 million. Quest sales rose 9.6%, while Atkins fell 16.5% and OWYN slipped 3.3%.
8 January 2026
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Ford stock jumps nearly 5% as Piper Sandler upgrades, 2028 “eyes-off” tech plan in focus

Ford stock jumps nearly 5% as Piper Sandler upgrades, 2028 “eyes-off” tech plan in focus

Ford shares jumped 4.7% to $14.39 midday Thursday after Piper Sandler upgraded the stock and raised its price target to $16. Ford reported 2025 U.S. sales up 6% and hybrid sales up nearly 22%, while electric-vehicle growth slowed. The company recalled over 45,000 Mustang Mach-E SUVs for a software issue. Investors await Ford’s next earnings report on Feb. 10.
8 January 2026
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Lumentum (LITE) stock sinks 11% as AI-optics rally breaks despite Needham target hike

Lumentum (LITE) stock sinks 11% as AI-optics rally breaks despite Needham target hike

Lumentum Holdings shares fell 10.7% to $351.00 Thursday, after swinging between $399.88 and $343.41 as AI-linked hardware stocks dropped. Needham raised its price target to $470 and kept a Buy rating. Traders are watching Friday’s U.S. jobs report and Lumentum’s Feb. 3 earnings for direction. Ciena, Coherent, and Applied Optoelectronics also declined.
8 January 2026
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Tecnoglass stock rebounds nearly 8% after Apogee outlook cut — what investors watch next

Tecnoglass stock rebounds nearly 8% after Apogee outlook cut — what investors watch next

Tecnoglass shares jumped nearly 8% to $51.75 in late morning New York trading Thursday, recovering from earlier volatility. The rally followed rival Apogee’s lowered 2026 forecast, which cited a $0.30 per-share tariff impact. Investors are watching Tecnoglass’s upcoming dividend and late-February results window. Apogee shares also rebounded, rising 4.3% after a sharp drop Wednesday.
8 January 2026
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Northrop Grumman stock rebounds as Trump buyback ban meets $1.5 trillion defense budget pitch

Northrop Grumman stock rebounds as Trump buyback ban meets $1.5 trillion defense budget pitch

Northrop Grumman shares rose 3.8% to $598.96 midday Thursday after President Trump ordered defense contractors to halt dividends and buybacks until weapons output improves. The stock rebounded as Trump also called for a $1.5 trillion military budget in 2027 and Northrop announced new Navy and Marine Corps contracts for rocket motors and uncrewed aircraft.
8 January 2026
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Bloom Energy stock jumps after AEP flags a $2.65 billion fuel-cell buy — what investors are watching next

Bloom Energy stock jumps after AEP flags a $2.65 billion fuel-cell buy — what investors are watching next

Bloom Energy shares rose 9% to $117.63 after American Electric Power agreed to buy solid oxide fuel cells in a $2.65 billion deal. AEP plans to build a fuel cell power plant near Cheyenne, Wyoming, and signed a 20-year offtake agreement with an undisclosed customer. AEP shares gained 1.6%. FuelCell Energy, Plug Power, and Ballard Power saw smaller moves.
8 January 2026
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AeroVironment stock jumps as Trump’s $1.5 trillion defense-budget call lifts drone names

AeroVironment stock jumps as Trump’s $1.5 trillion defense-budget call lifts drone names

AeroVironment shares jumped 8.8% to $346.45 in late morning trading Thursday after touching $371.20, as U.S. defense stocks rebounded on news of a proposed $1.5 trillion 2027 military budget. The rally followed President Trump’s order barring defense contractor dividends and buybacks until weapons production accelerates. The FCC also announced a temporary exemption for some foreign-made drone imports through 2026.
8 January 2026
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Lam Research stock slips below $200 as chip gear makers slide; jobs report looms

Lam Research stock slips below $200 as chip gear makers slide; jobs report looms

Lam Research shares fell 2.2% to $198.62 Thursday, tracking a broader semiconductor decline as Applied Materials and ASML also dropped. Treasury yields rose after U.S. jobless claims edged higher and productivity jumped. Cantor Fitzgerald raised its Lam price target to $265, citing strong wafer equipment demand. Investors await Friday’s U.S. jobs report and Lam’s Jan. 28 earnings call.
8 January 2026
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Lockheed Martin stock jumps on Trump’s $1.5 trillion defense-budget call after payout-ban scare

Lockheed Martin stock jumps on Trump’s $1.5 trillion defense-budget call after payout-ban scare

Lockheed Martin shares jumped 5.2% to $522.56 after President Trump proposed a $1.5 trillion military budget for 2027. Trump also signed an executive order restricting contractor dividends and buybacks until performance improves. Lockheed reported record F-35 deliveries in 2025 and a new PAC-3 missile deal with the Department of War. Investors await Lockheed’s earnings on Jan. 29.
8 January 2026
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Kratos (KTOS) stock jumps as Marine Corps drone award puts Valkyrie back in focus

Kratos (KTOS) stock jumps as Marine Corps drone award puts Valkyrie back in focus

Kratos Defense shares surged 17.3% to $107.30 Thursday after news of a $231.5 million Marine Corps contract pairing its Valkyrie drone with Northrop Grumman systems. The award uses an Other Transaction Agreement for 24 months of development. Northrop rose 4.9%, L3Harris 6.2%, and AeroVironment 9.3%. CEO Eric DeMarco sold 200,000 shares earlier in the week under a pre-set plan.
8 January 2026
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Western Digital stock slides again after CES AI-storage rally — what traders watch next

Western Digital stock slides again after CES AI-storage rally — what traders watch next

Western Digital shares fell nearly 9% Thursday, deepening a pullback after a CES-driven surge earlier in the week. Seagate, Sandisk, and Micron also dropped as investors took profits across storage and memory stocks. The Nasdaq slipped 0.6% in early trade. Focus shifts to Friday’s U.S. payrolls report and Western Digital’s upcoming quarterly results.
8 January 2026
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 08.02.2026

8 February 2026
LIVEMarkets rolling coverageStarted: February 8, 2026, 12:00 AM ESTUpdated: February 8, 2026, 12:52 AM EST Australian Shares Set for Volatile Earnings Season Amid Market Sensitivity February 8, 2026, 12:49 AM EST. **Australian stock markets** face heightened volatility as earnings season kicks off with little room for error. Analysts warn that even a **1% earnings miss** could trigger sharp price swings, stripping away previous insulation from market shocks. This turbulence reflects the removal of 'shock absorbers' in share prices, signaling an unpredictable three weeks ahead for investors. Anthony Macdonald, business journalist and Chanticleer columnist, forecasts significant fluctuations likely exceeding historical norms.
Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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