Today: 7 February 2026
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Navitas Semiconductor stock jumps with chip sector as AI data-center power trade stays in play

Navitas Semiconductor stock jumps with chip sector as AI data-center power trade stays in play

New York, Jan 16, 2026, 12:35 EST — Regular session Navitas Semiconductor shares climbed 8.6% to $10.86 on Friday, pushing higher after a turbulent January for the small-cap power-chip specialist. The stock touched an intraday peak at $11.05, with roughly 17.1 million shares traded by midday as investors showed renewed appetite for riskier semiconductor bets. This matters because Navitas now acts as a high-beta play on a very specific slice of the AI surge: revamping power delivery in data centers, not just cranking out faster chips. Semiconductor stocks have seen renewed interest after Taiwan Semiconductor Manufacturing Co. reported a record
16 January 2026
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Lumentum stock slides nearly 4% as Barclays lifts target and Photonics West nears

Lumentum stock slides nearly 4% as Barclays lifts target and Photonics West nears

New York, Jan 16, 2026, 12:50 PM ET — Regular session Lumentum Holdings Inc. (LITE) shares dropped 3.9% to close at $329.92 on Friday, starting the day at $350. The stock fluctuated between $324.11 and $354.00, with roughly 2.2 million shares changing hands. The recent drop puts a San Jose photonics supplier back in focus. It provides optical components for telecom and data center networks and pushes commercial lasers for advanced manufacturing. This blend makes the stock a barometer for both networking and factory-capital spending. (Lumentum Investor Relations) On Thursday, Lumentum announced it will present high-power ultrafast and UV laser
16 January 2026
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Oklo (OKLO) stock jumps as traders eye Meta nuclear campus timeline and insider sales

Oklo (OKLO) stock jumps as traders eye Meta nuclear campus timeline and insider sales

NEW YORK, Jan 16, 2026, 12:38 EST — Regular session Oklo Inc. shares climbed 2.9% to close at $94.14 on Friday, after fluctuating between $89.37 and $96.64 during the day. This move is significant as Oklo has turned into a high-beta play on the “power for AI” theme. Big tech firms are scrambling to secure long-term electricity contracts, pushing the market to revalue all assets linked to new energy generation. Sentiment is shifting quickly. Oklo dipped Wednesday amid a drop in U.S. stocks, though its slide was mild compared to the wider market selloff. (The Motley Fool) Oklo’s key driver
16 January 2026
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NuScale Power stock jumps as Washington’s AI power plan puts new reactors back in play

NuScale Power stock jumps as Washington’s AI power plan puts new reactors back in play

New York, January 16, 2026, 12:36 PM EST — Regular session NuScale Power Corp shares rose about 6% on Friday, clawing back ground after a volatile start to the year as investors re-priced nuclear-linked names against fresh policy signals on how the U.S. will fund new power supply for data centers. Governors from states inside the PJM grid footprint were expected to visit the White House on Friday to sign an agreement aimed at curbing rising electricity costs, including two-year price caps tied to future PJM power auctions and pushing new data center operators to take on more of the
16 January 2026
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Powell Industries stock pops 8% as fund filing and factory data shine a light on power-equipment names

Powell Industries stock pops 8% as fund filing and factory data shine a light on power-equipment names

NEW YORK, Jan 16, 2026, 12:27 EST — Regular session underway. Shares of Powell Industries surged on Friday, climbing roughly 8% to $439.37 during midday trading and reaching an intraday peak of $445.32. This matters now because Powell, a small-cap electrical power equipment maker, often behaves like a high-beta play tied to heavy capital expenditures. It has no connection to Federal Reserve Chair Jerome Powell, despite sharing the name. Traders noted new signs of positioning and demand in the industrial sector, a combination that can send lightly traded industrial stocks moving fast ahead of the long U.S. holiday weekend. Tema
16 January 2026
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IREN stock jumps 11% as Microsoft AI cloud deal stays front and center

IREN stock jumps 11% as Microsoft AI cloud deal stays front and center

New York, Jan 16, 2026, 12:22 EST — Regular session IREN Limited shares climbed 10.6% to $57.40 by 12:22 p.m. EST on Friday, after trading as high as $57.95. The stock opened at $52.25 and was last trading with about 28.8 million shares changing hands. The move matters because IREN is increasingly being traded as an AI infrastructure play, not just a Bitcoin miner, even as crypto prices wobble. Bitcoin slipped about 1.8% on the day, while mining peers Marathon Digital rose about 6.5%, Riot Platforms gained about 12% and CleanSpark added about 7.3%. H.C. Wainwright analyst Mike Colonnese said
16 January 2026
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Visa stock price today: NYSE:V ticks up as UK fee-cap loss hangs over Visa ahead of Jan. 29 earnings

Visa stock price today: NYSE:V ticks up as UK fee-cap loss hangs over Visa ahead of Jan. 29 earnings

New York, Jan 16, 2026, 12:01 EST — Regular session Visa Inc (V.N) shares ticked up on Friday, following a UK court ruling against the company over regulators’ efforts to limit certain card fees. By 12:01 p.m. EST, the stock had gained 0.3% to $328.67. Mastercard (MA.N) nudged 0.2% higher, while American Express (AXP.N) climbed 2.5%. The rebound is modest, yet attention is intense. Interchange fees—the costs merchants incur when accepting card payments—have returned to the regulatory radar, with investors watching closely to see how aggressively authorities might act. Mastercard, Visa, and British fintech Revolut lost their legal bid on
16 January 2026
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KLA stock rises again after TSMC’s spending outlook jolts chip-tool names

KLA stock rises again after TSMC’s spending outlook jolts chip-tool names

New York, January 16, 2026, 12:14 ET — Regular session KLA Corp shares gained on Friday, rising around 1.6% to $1,569.45 after hitting $1,591.49 earlier. The stock is extending a strong rally from Thursday, now up about $24.49 since the previous close. Investors are zeroing in on Taiwan Semiconductor Manufacturing Co’s latest figures as a key gauge for 2026 equipment budgets. TSMC projects capital spending between $52 billion and $56 billion this year, with revenue expected to climb nearly 30% in U.S. dollar terms next year. CEO C.C. Wei cautioned that poor spending would be “a disaster for TSMC.” Ben
16 January 2026
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Intuit stock slips again as AI-agent jitters rattle TurboTax maker ahead of tax season

Intuit stock slips again as AI-agent jitters rattle TurboTax maker ahead of tax season

New York, Jan 16, 2026, 12:06 EST — Regular session Intuit Inc. shares slipped roughly 1.4% on Friday, lagging behind a more stable market. Investors remain cautious about the potential impact of new “AI agents” on the TurboTax maker’s core business. This matters as Intuit approaches its peak consumer tax filing period, where even minor shifts in sentiment can swiftly alter expectations. Traders have also leaned on the stock to gauge if the latest generative AI tools pose a real threat or just background noise for software companies. Intuit, known for TurboTax and QuickBooks, offers products centered on compliance and
16 January 2026
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Western Digital stock slips after early swing as analysts lift targets ahead of Jan. 29 results

Western Digital stock slips after early swing as analysts lift targets ahead of Jan. 29 results

New York, Jan 16, 2026, 12:05 PM ET — Regular session. Western Digital Corporation shares were down about 0.9% at $220.01 on Friday, after swinging between $217.06 and $233.98. About 3.8 million shares had traded by midday. The stock has become a quick read on sentiment around data storage demand, particularly from cloud operators building out AI-related capacity. Friday’s fade came even as chip names broadly steadied. Retail traders have been leaning into the theme. Western Digital has drawn nearly $10 million of net inflows — net buying by individual investors — in the first two weeks of January, Vanda
16 January 2026
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Costco stock price dips as dividend lands; investors wait on sales and earnings

Costco stock price dips as dividend lands; investors wait on sales and earnings

New York, Jan 16, 2026, 12:15 EST — Regular session Costco Wholesale shares edged lower on Friday as investors took in the company’s latest dividend declaration, with the broader market little changed. The warehouse retailer’s stock was down about 0.1% at $955.35 in midday trade, lagging a flat S&P 500. Walmart and Target were also down, while BJ’s Wholesale slid more than 1%. The timing matters because Costco’s next monthly sales snapshot is close. The company is scheduled to release January sales results on Feb. 4, an update traders use as an early read on store traffic and demand before
16 January 2026
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Intuitive Machines stock jumps as Morgan Stanley turns bullish on space stocks and LUNR traders weigh Lanteris deal

Intuitive Machines stock jumps as Morgan Stanley turns bullish on space stocks and LUNR traders weigh Lanteris deal

New York, January 16, 2026, 12:10 ET — Regular session underway Intuitive Machines shares climbed 11.5% to hit $21.74 by midday Friday, following a close of $19.50 the day before. The stock fluctuated between $19.37 and $22.05, with around 9.3 million shares changing hands. The shift is significant as the small-cap lunar lander firm aims to expand its focus beyond moon deliveries. Investors are now sizing up whether the newly introduced satellite manufacturing arm can steady an otherwise contract-dependent revenue stream — and at what expense. Sentiment picked up for space stocks after Morgan Stanley analysts, led by Kristine Liwag,
16 January 2026
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Stock Market Today

Constellation Energy stock jumps nearly 6% — what to watch next week for CEG

Constellation Energy stock jumps nearly 6% — what to watch next week for CEG

7 February 2026
Constellation Energy shares jumped 5.8% to $261.42 Friday, snapping a seven-day losing streak amid heavy trading in short-dated $260 call options. The stock remains 37% below its 52-week high. Attention is turning to mid-February earnings and U.S. nuclear policy changes after the NRC announced plans to speed reactor licensing.
AST SpaceMobile stock bounces late Friday as AT&T plays down Amazon Leo threat and a new 2x short ETF hits tape

AST SpaceMobile stock bounces late Friday as AT&T plays down Amazon Leo threat and a new 2x short ETF hits tape

7 February 2026
AST SpaceMobile shares jumped 9.1% to $101.79 Friday after a volatile week, with 15.9 million shares traded. AT&T said it will use Amazon Leo’s satellite network to reach business customers outside its terrestrial footprint but stated this will not affect its partnership with AST. A new 2x short ETF tied to ASTS, ticker ASTN, began trading on Cboe. AST’s next “BlueBird 7” satellite launch is set for late February on Blue Origin’s New Glenn.
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