Today: 25 May 2026

Applied Digital stock price slides as APLD gives back Nvidia-CoreWeave rally — what investors watch next

Applied Digital stock price slides as APLD gives back Nvidia-CoreWeave rally — what investors watch next

Applied Digital Corp shares fell 5.2% to $39.19 Wednesday after a recent surge tied to AI data-center demand and CoreWeave’s expansion. The drop followed Nvidia’s $2 billion investment in CoreWeave and news of a partnership to build over 5 gigawatts of AI data centers by 2030. Applied Digital recently broke ground on a new 430-megawatt campus. The company warned in filings that project delays could impact revenue.
28 January 2026
··
Western Digital stock jumps 11% as Seagate’s AI-driven outlook ripples through storage names

Western Digital stock jumps 11% as Seagate’s AI-driven outlook ripples through storage names

Western Digital shares surged 11.3% to $281.31 Wednesday, following Seagate’s strong quarterly forecast tied to AI-driven storage demand. Seagate projected third-quarter revenue of about $2.90 billion and adjusted EPS of $3.40. Western Digital will report earnings after markets close Thursday. Analysts recently raised price targets for both companies, citing rising demand for data center storage.
28 January 2026
···
Western Digital stock jumps 11% as storage shares rally on AI demand signals

Western Digital stock jumps 11% as storage shares rally on AI demand signals

Western Digital shares jumped 11.2% to $280.94 Wednesday, hitting a new intraday high of $281.61, as Seagate soared 19.7% on strong data-center demand signals. The S&P 500 topped 7,000 for the first time. Investors are watching Western Digital’s earnings report Thursday for updates on hard drive pricing and volumes. Mizuho raised its price target to $265, citing continued supply tightness.
28 January 2026
·····
Roper stock slips again after outlook miss; Deltek in focus as U.S. funding deadline nears

Roper stock slips again after outlook miss; Deltek in focus as U.S. funding deadline nears

Roper Technologies shares fell about 2% Wednesday after its 2026 revenue and profit forecast missed analyst estimates. The company cited weaker demand at its Deltek division, which serves government contractors, and warned that possible U.S. government shutdowns could further impact business. Fourth-quarter revenue reached $2.06 billion, with adjusted EPS at $5.21. Stifel downgraded the stock and cut its price target sharply.
28 January 2026
··
Pfizer stock drops as Medicare puts Xeljanz on 2028 price-talk list, earnings next week

Pfizer stock drops as Medicare puts Xeljanz on 2028 price-talk list, earnings next week

Pfizer shares fell 1.8% to $26.02 after U.S. Medicare included Xeljanz in its upcoming drug price negotiations, set to begin in 2026 with prices effective in 2028. The Centers for Medicare & Medicaid Services named 15 drugs for talks, and companies must decide by February 28 whether to participate. Investors are awaiting Pfizer’s February 3 earnings for updates on pricing risks.
28 January 2026
······
Applied Optoelectronics (AAOI) stock jumps nearly 18% on Oxford Instruments Texas expansion deal

Applied Optoelectronics (AAOI) stock jumps nearly 18% on Oxford Instruments Texas expansion deal

Applied Optoelectronics shares jumped nearly 18% to $44.05 midday after Oxford Instruments announced a plasma equipment supply deal for AOI’s Texas facility. The agreement supports AOI’s expansion in indium phosphide production for optical transceivers used in AI data centers. Investors also watched the Fed’s policy decision for its impact on tech stocks.
28 January 2026
······
Mastercard stock price slips today as MA heads into earnings after Agent Suite AI rollout

Mastercard stock price slips today as MA heads into earnings after Agent Suite AI rollout

Mastercard shares slipped 0.1% to $519.71 by midday Wednesday, trailing Visa’s gains ahead of Thursday’s earnings report. The company unveiled a new AI-driven “Agent Suite” Tuesday, aiming for a Q2 2026 launch. Cantor Fitzgerald initiated coverage with an Overweight rating and a $650 price target. Mastercard stock remains about 13.5% below its 52-week high.
28 January 2026
···
Nextpower stock jumps nearly 14% after buyback plan and higher outlook

Nextpower stock jumps nearly 14% after buyback plan and higher outlook

Nextpower shares jumped 14% to $120.30 Wednesday after the company raised its FY2026 outlook and announced a $500 million buyback. Third-quarter revenue reached $909 million with adjusted earnings of $1.10 per share. Nextpower now expects full-year revenue between $3.425 billion and $3.5 billion. Analysts issued upgrades and higher price targets following the news.
28 January 2026
·
General Motors stock slips after record close — buyback, EV charges and tariffs in focus

General Motors stock slips after record close — buyback, EV charges and tariffs in focus

General Motors shares fell about 1% to $85.50 in midday New York trading Wednesday after the company raised its 2026 profit outlook and announced a $6 billion buyback. GM reported a $3.3 billion fourth-quarter loss, citing over $7.2 billion in special charges tied to EV realignment and policy changes. The company expects up to $4 billion in tariff costs in 2026. Ford slipped 0.9%, while Tesla rose 0.4%.
28 January 2026
··
Exxon Mobil stock price rises as oil nears four-month high and earnings loom

Exxon Mobil stock price rises as oil nears four-month high and earnings loom

Exxon shares rose about 0.6% by midday Wednesday, tracking oil prices near four-month highs after U.S. crude inventories fell and a winter storm disrupted Gulf Coast exports. Exxon shut units at its Baytown, Texas, complex due to freezing weather. Investors await the company’s earnings report Friday. OPEC+ is expected to keep output steady at its Feb. 1 meeting, sources told Reuters.
28 January 2026
···
Costco stock dips as COST nears ex-dividend date; Fed decision and sales update next

Costco stock dips as COST nears ex-dividend date; Fed decision and sales update next

Costco shares fell 1.2% to $958.89 by midday Wednesday ahead of the stock’s Jan. 30 ex-dividend date for a $1.30 payout. The S&P 500 briefly topped 7,000 before retreating as investors awaited the Federal Reserve’s policy decision and major tech earnings. Walmart, Target, and Amazon also traded lower. Costco’s January sales report is scheduled for Feb. 4.
28 January 2026
··
Nokia stock slides nearly 4% in Helsinki — what to watch before earnings

Nokia stock slides nearly 4% in Helsinki — what to watch before earnings

Nokia shares fell 3.98% to 5.65 euros in Helsinki on Wednesday, among the steepest declines on the OMX Helsinki 25 index. The drop comes ahead of Nokia’s fourth-quarter and full-year earnings report due Thursday morning. Investors remain cautious as telecom spending slows and await details on a new Asia-Pacific edge-AI partnership. Analyst consensus sees Q4 sales at 6.1 billion euros and adjusted EPS at 0.15 euros.
28 January 2026
·
USA Rare Earth stock slips after $1.6B CHIPS funding letter — what USAR investors are watching next

USA Rare Earth stock slips after $1.6B CHIPS funding letter — what USAR investors are watching next

USA Rare Earth shares fell 6.3% to $24.70 by midday Wednesday after the company announced a $1.6 billion federal package and a $1.5 billion private placement. The Commerce Department offered up to $277 million in direct funding and a $1.3 billion loan, plus equity, for projects in Texas and Oklahoma. Investors raised concerns over dilution and deal terms. The private placement is set to close Jan. 28.
28 January 2026
··
Salesforce stock edges higher as $5.6 billion U.S. Army deal keeps CRM in focus

Salesforce stock edges higher as $5.6 billion U.S. Army deal keeps CRM in focus

Salesforce shares rose 0.3% to $229.28 by midday after announcing a 10-year U.S. Army contract with a $5.6 billion ceiling. The agreement, routed through its Computable Insights unit, allows future orders but does not guarantee the full amount. Investors are awaiting the next earnings call for details on revenue impact. The stock outperformed Microsoft, ServiceNow, and Oracle during the session.
28 January 2026
·
Texas Instruments stock jumps 9% after outlook flags AI data-center demand

Texas Instruments stock jumps 9% after outlook flags AI data-center demand

Texas Instruments shares jumped 9.1% to $214.62 midday Wednesday after the company raised its first-quarter outlook above Wall Street forecasts. The chipmaker cited a 70% surge in data-center revenue and stronger industrial demand. Fourth-quarter revenue reached $4.42 billion, with net income at $1.16 billion. BofA Securities upgraded the stock and raised its price target to $235.
28 January 2026
·
1 … 515 516 517 518 519 … 1,977

Stock Market Today

  • UBS Advises ASX Investors to Shift from Property to Mining Amid Downturn
    May 24, 2026, 10:22 PM EDT. UBS warns investors to reduce exposure to ASX-listed banks and real estate stocks as Australia's property market slows. The brokerage urges clients to increase holdings in mining and healthcare sectors. The caution stems from a combination of higher oil prices, rising interest rates, and government budget plans to cut tax benefits on residential property. UBS describes the economy as facing a three-pronged attack, highlighting risks ahead in the property market and signalling a sector rotation on the Australian Securities Exchange (ASX).

Latest articles

Netflix Stock Is Paused for Memorial Day. Wall Street Is Watching Its $3 Billion Ad Bet

Netflix Stock Is Paused for Memorial Day. Wall Street Is Watching Its $3 Billion Ad Bet

25 May 2026
Netflix shares closed at $88.60 Friday, down 0.8% for the day but up 1.8% for the week, outperforming the Nasdaq Composite. The company told advertisers its ad-supported plan now reaches over 250 million monthly viewers and will expand to 15 more countries in 2027. First-quarter revenue rose 16% to $12.25 billion. The board approved an additional $25 billion in share buybacks.
ServiceNow Bounces; Investors Look to Post-Holiday Moves

ServiceNow Bounces; Investors Look to Post-Holiday Moves

25 May 2026
ServiceNow shares closed at $102.13 Friday, up 2.45% on the day and 7.4% for the week after a sharp Monday rally. Shareholders approved a 38 million-share increase to its equity incentive plan. BofA reinstated coverage with a Buy rating and a $130 price target. U.S. markets are closed Monday for Memorial Day.
Stellantis Stock in Focus After $70 Billion Move Going Into Holiday Week

Stellantis Stock in Focus After $70 Billion Move Going Into Holiday Week

25 May 2026
Stellantis shares closed at $7.61 in New York Friday, up 0.66%, after CEO Antonio Filosa’s first strategy pitch and a volatile week. The company unveiled a five-year plan targeting 190 billion euros in revenue by 2030 and 6 billion euros in annual free cash flow. Milan shares rose 3.19% but remain down nearly 12% for the month. U.S. trading pauses for Memorial Day, with European markets open Monday.
Go toTop