Strategy Inc stock rises after MSCI drops plan to kick bitcoin-treasury firms out of indexes

Strategy Inc stock rises after MSCI drops plan to kick bitcoin-treasury firms out of indexes

MSCI dropped plans to exclude digital-asset treasury firms from its equity indexes and will conduct a broader review. Strategy (MSTR.O) rose 2.5% after hours to $161.83, despite bitcoin falling 2.7% to $90,986. A recent SEC filing showed Strategy bought 1,283 bitcoin for $116 million and reported a $17.44 billion unrealized quarterly loss on crypto holdings.
AMD stock slips after hours as CES AI chip blitz sets up Feb. 3 earnings test

AMD stock slips after hours as CES AI chip blitz sets up Feb. 3 earnings test

AMD shares fell about 2% to $210.02 in after-hours trading Wednesday, following a weaker chip sector. The drop comes after CEO Lisa Su unveiled new AI chips and processors at CES in Las Vegas. Investors await AMD’s Q4 and full-year results on Feb. 3 and U.S. payrolls data on Friday. The Philadelphia Semiconductor Index closed down about 1%.
Meta stock drops after hours as court fight and smart-glasses supply squeeze keep traders cautious

Meta stock drops after hours as court fight and smart-glasses supply squeeze keep traders cautious

Meta Platforms shares dropped 1.8% to $648.69 in after-hours trading Wednesday amid investor rotation in big tech. The company paused international expansion of its Ray-Ban Display smart glasses due to U.S. demand and supply limits. Mark Zuckerberg named C.J. Mahoney as chief legal officer, replacing Jennifer Newstead, who will join Apple. U.S. job openings fell in November, while private payroll growth lagged forecasts.
7 January 2026
Intel stock jumps after CES “Panther Lake” reveal puts 18A chipmaking plan back in play

Intel stock jumps after CES “Panther Lake” reveal puts 18A chipmaking plan back in play

Intel shares jumped 6.4% to $42.62 in after-hours trading Wednesday after the company showcased its Panther Lake laptop chips built on its new 18A process at CES. The company said pre-orders for its Core Ultra Series 3, also on 18A, began Jan. 6, with broader availability Jan. 27. Analysts and investors are watching for early demand and updates on 18A production when Intel reports earnings Jan. 29.
7 January 2026
Alphabet’s GOOG stock overtakes Apple in market value — what investors watch next

Alphabet’s GOOG stock overtakes Apple in market value — what investors watch next

Alphabet’s Class C shares jumped 2.5% after hours Wednesday, pushing the company’s market value above Apple’s for the first time since 2019. The move followed a price-target hike from Canaccord and renewed investor interest in AI stocks. Apple shares slipped, while Nvidia also gained. Investors now await Friday’s U.S. jobs report and Alphabet’s next earnings in early February.
Amazon stock rises after Alexa.com CES 2026 debut as AWS self-driving deal grabs attention

Amazon stock rises after Alexa.com CES 2026 debut as AWS self-driving deal grabs attention

Amazon shares rose 0.5% to $242.06 Wednesday after the company launched Alexa.com and new Alexa+ partnerships at CES 2026. AWS expanded its autonomous-driving partnership with Aumovio, linked to Aurora’s driverless truck plans. A U.S. judge rejected Amazon’s bid to dismiss a COVID-19 price gouging lawsuit. Investors await Amazon’s expected Feb. 5 earnings and Friday’s U.S. jobs report.
Why Lockheed Martin stock is sliding: Trump payout threat collides with PAC-3 missile ramp and a Goldman sell

Why Lockheed Martin stock is sliding: Trump payout threat collides with PAC-3 missile ramp and a Goldman sell

Lockheed Martin shares dropped 4.5% after President Trump threatened to block dividends and buybacks for defense contractors until weapons production speeds up. The company had just reached a seven-year framework with the U.S. Department of War to raise PAC-3 MSE interceptor output to 2,000 units annually. Goldman Sachs reiterated a Sell rating, citing higher contractor risk under new deal structures.
Microsoft stock rises as the AI trade returns — and a Midwest grid deal adds a fresh angle

Microsoft stock rises as the AI trade returns — and a Midwest grid deal adds a fresh angle

Microsoft shares rose 1% to $483.51 in late trading Wednesday after hitting $489.68 intraday, as investors rotated into AI-linked stocks. MISO announced it will use Microsoft technology to modernize Midwest grid operations. Traders are watching Friday’s U.S. jobs report and awaiting Microsoft’s next earnings date, which remains unannounced.
Auchan sells eight Polish shopping centres to Hungary’s Adventum — and stays as tenant

Auchan sells eight Polish shopping centres to Hungary’s Adventum — and stays as tenant

Auchan Polska and Ceetrus have agreed to sell eight Polish shopping centres to Hungary’s Adventum Penta Fund for about €195 million, with Auchan staying on as anchor tenant under long leases. The deal, expected to close in early 2026, includes a major site in Szczecin. Adventum plans to reduce hypermarket space to add other tenants. The agreement remains preliminary pending final handover.
7 January 2026
Chevron stock price forecast: CVX slips as $22 bln Lukoil bid talk and Venezuela oil control jolt the outlook

Chevron stock price forecast: CVX slips as $22 bln Lukoil bid talk and Venezuela oil control jolt the outlook

Chevron shares fell 0.9% to $155.17 after reports it may join a bid for Lukoil’s international assets. U.S. officials signaled plans to control Venezuelan oil sales “indefinitely,” as Chevron continues exports from the country. Brent crude dropped 1.3% to $59.94. The company’s next earnings call is set for January 30.
SoFi stock price forecast: BofA’s $20.50 target clashes with Barclays’ $28 as earnings loom

SoFi stock price forecast: BofA’s $20.50 target clashes with Barclays’ $28 as earnings loom

SoFi Technologies shares traded at $26.96 Wednesday afternoon after falling 7.9% Tuesday, with volume near 37.5 million. The company completed a 57.8 million share offering at $27.50 each on Jan. 5. Options activity surged, with call volume more than triple normal and implied volatility signaling a 14% move around Jan. 30 earnings. Analyst price targets ranged from $20.50 to $28.
BBAI stock price forecast: BigBear.ai slips under $6 as downgrade meets Jan. 16 note deadline

BBAI stock price forecast: BigBear.ai slips under $6 as downgrade meets Jan. 16 note deadline

BigBear.ai shares fell 6.6% to $5.99 Wednesday after Cantor Fitzgerald downgraded the stock and cut its price target to $6, citing competition and margin pressures. Traders are watching the Jan. 16 redemption of $125 million in convertible notes, which could add about 38 million shares to the market. Volume reached 32.8 million shares by mid-day. A special shareholder meeting is set for Jan. 22.

Stock Market Today

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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