Today: 8 February 2026
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China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

Chinese authorities have told some tech firms to stop placing new orders for Nvidia’s H200 AI chips, the Information reported, as Beijing considers import rules. Nvidia executives say demand in China remains strong but export approvals are pending. The move comes as China pushes for domestic alternatives and tightens restrictions on foreign AI chips.
7 January 2026
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Adaptive Biotechnologies (ADPT) stock jumps as biotech gains; SEC filing flags insider sale

Adaptive Biotechnologies (ADPT) stock jumps as biotech gains; SEC filing flags insider sale

Adaptive Biotechnologies shares climbed 6.5% to $17.15 by midday Wednesday, outpacing broader market gains. Biotech ETFs rose about 2.5%. A Form 4 showed Chief People Officer Francis Lo sold 3,125 shares on Jan. 2 under a prearranged 10b5-1 plan, after exercising options. The company is set to present at the J.P. Morgan Healthcare Conference on Jan. 12.
7 January 2026
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Mastercard stock rises as Morgan Stanley flags cross-border strength ahead of U.S. jobs report

Mastercard stock rises as Morgan Stanley flags cross-border strength ahead of U.S. jobs report

Mastercard shares rose 0.7% to $584.60 by midday Wednesday, outperforming Visa, which slipped 0.4%. Morgan Stanley maintained an “overweight” rating, citing growth in cross-border fees and security services. About 1.36 million Mastercard shares traded as investors watched for Friday’s U.S. jobs report and the Jan. 9 dividend record date. U.S. private payrolls rose less than expected in December, ADP reported.
7 January 2026
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Uber stock gains as CES robotaxi testing update puts autonomy back in focus

Uber stock gains as CES robotaxi testing update puts autonomy back in focus

Uber shares rose 1.7% to $87.03 in midday New York trading after unveiling a robotaxi partnership with Lucid and Nuro at CES. The companies began autonomous road testing in December and plan a San Francisco Bay Area launch later in 2026. Lucid shares fell 5%, while Nvidia gained 1.6%. Investors are watching for regulatory updates and Uber’s February earnings report.
7 January 2026
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DHT Holdings stock jumps as tanker shares rally on Venezuela oil shake-up

DHT Holdings stock jumps as tanker shares rally on Venezuela oil shake-up

DHT Holdings shares jumped 6.6% to $12.81 in New York as U.S. officials moved to allow Venezuelan crude imports and ease some sanctions. Oil prices slipped, with Brent down 0.7% at $60.31 a barrel. The U.S. Coast Guard seized a Russian-flagged tanker linked to Venezuelan oil after a two-week pursuit. Investors tracked signs of cargo rerouting and upcoming U.S. oil inventory data.
7 January 2026
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Bloom Energy stock jumps as $600 million Wells Fargo credit line and $502 million Quanta microgrid deal draw fresh attention NEW YORK,

Bloom Energy stock jumps as $600 million Wells Fargo credit line and $502 million Quanta microgrid deal draw fresh attention NEW YORK,

Bloom Energy shares jumped 8.1% to $111.38 Wednesday after news of a $600 million credit facility and a $502 million microgrid sale to Quanta. The stock rebounded from an early low of $100.87, trading over 8.3 million shares by late morning. Investors are watching for Bloom’s Feb. 5 earnings and updates on delivery timing and cash use.
7 January 2026
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Intel stock jumps 8% on CES 2026 18A chip debut as INTC investors eye the next catalyst

Intel stock jumps 8% on CES 2026 18A chip debut as INTC investors eye the next catalyst

Intel shares rose 8.3% to $43.37 Wednesday after unveiling laptop chips built on its new 18A process at CES in Las Vegas. The company said preorders for laptops using the chips start Jan. 6, with shipments beginning Jan. 27. Melius Research upgraded Intel to “buy” and set a $50 target. Intel outperformed rivals as the iShares Semiconductor ETF fell 1.2% and AMD dropped 2.3%.
7 January 2026
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Exxon Mobil stock slides as Trump’s Venezuela oil plan drags crude, filing due after close

Exxon Mobil stock slides as Trump’s Venezuela oil plan drags crude, filing due after close

Exxon Mobil shares fell 1.1% to $119.71 Wednesday as oil prices dropped after President Trump said Venezuela would send up to 50 million barrels of sanctioned oil to the U.S. Brent crude slipped 0.7% to near $60 a barrel. Exxon is set to release a fourth-quarter “earnings considerations” 8-K after market close. Trump plans to meet oil executives later this week to discuss Venezuela.
7 January 2026
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Eli Lilly stock climbs on Ventyx buyout talk as dealmaking takes center stage

Eli Lilly stock climbs on Ventyx buyout talk as dealmaking takes center stage

Eli Lilly shares rose 3.3% to $1,099.44 after reports it is in advanced talks to buy Ventyx Biosciences for over $1 billion, according to the Wall Street Journal. The news follows Lilly’s new obesity-drug partnership with Nimbus and comes as Novo Nordisk launches an oral Wegovy pill in the U.S. Investors await updates at next week’s J.P. Morgan healthcare conference and Lilly’s upcoming earnings call.
7 January 2026
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Structure Therapeutics stock climbs on $100 million Roche-Genentech patent deal; what investors watch next

Structure Therapeutics stock climbs on $100 million Roche-Genentech patent deal; what investors watch next

Structure Therapeutics shares rose 5.6% to $66.75 after an SEC filing revealed a $100 million upfront payment and low single-digit royalties from Roche and Genentech for a patent license covering oral GLP-1 drugs, including CT-996. The agreement does not affect Structure’s lead candidate, aleniglipron. Full contract details will be disclosed in the annual report.
7 January 2026
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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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