Today: 7 February 2026
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AT&T stock slips today as 2026 kicks off; traders eye earnings and rates

AT&T stock slips today as 2026 kicks off; traders eye earnings and rates

NEW YORK, January 2, 2026, 15:26 ET — Regular session AT&T (NYSE:T) shares fell 0.6% to $24.68 on Friday, down from a prior close of $24.84, as of 3:10 p.m. ET. The stock traded between $24.50 and $24.87, with about 15.9 million shares changing hands. The move came in a mixed U.S. session to start 2026, with the S&P 500 proxy SPY up 0.2% and the tech-heavy QQQ down 0.1% in afternoon trade. “Stocks trade expensive on 18 of 20 measures,” Savita Subramanian, Bank of America’s equity and quant strategist, wrote in a note, as investors weighed the Federal Reserve’s
2 January 2026
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SailPoint stock sinks 6% today: what’s driving SAIL and what to watch next

SailPoint stock sinks 6% today: what’s driving SAIL and what to watch next

NEW YORK, Jan 2, 2026, 15:10 ET — Regular session Shares of SailPoint, Inc. fell about 6.5% on Friday, giving the identity security software maker one of the sharpest declines among mid-cap cybersecurity stocks. The drop matters because investors are opening the new year reassessing risk after 2025’s strong run, with attention shifting back to valuations and the interest-rate outlook that tends to drive high-growth software. Reuters “Stocks trade expensive on 18 of 20 measures,” said Savita Subramanian, Bank of America’s equity and quant strategist, in a note, as investors looked ahead to next week’s labor-market data for clues on
2 January 2026
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Booking Holdings stock falls today as Wall Street wobbles to start 2026 — what’s driving BKNG

Booking Holdings stock falls today as Wall Street wobbles to start 2026 — what’s driving BKNG

New York, Jan 2, 2026, 14:57 ET — Regular session Booking Holdings shares were lower on Friday as U.S. equities gave back early gains in the first regular session of 2026. The stock was down about 0.9% at $5,306.83 in afternoon trading. The move matters now because investors are resetting positions after a strong 2025, with valuations and interest-rate expectations back in focus. A broad pullback in consumer discretionary stocks — a sector that includes travel and online retail — has also weighed on sentiment. Reuters “Stocks trade expensive on 18 of 20 measures,” Savita Subramanian, Bank of America’s equity
2 January 2026
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Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026

NEW YORK, January 2, 2026, 3:14 PM ET — Regular session Shares of Lumentum Holdings Inc (LITE) rose 4.3% to $384.31 in afternoon trading on Friday, extending a strong run in AI-linked optical hardware names. The stock has traded between $374.87 and $391.92 so far in the session. The move matters because Lumentum is closely tied to cloud and data-center spending, where investors have been quick to reward suppliers seen as exposed to the build-out of AI computing. With 2026 getting underway, traders are testing whether last year’s risk appetite is still intact — especially in growth stocks that tend
2 January 2026
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Neptune Insurance (NP) stock drops 4% in 2026’s first session as risk appetite cools

Neptune Insurance (NP) stock drops 4% in 2026’s first session as risk appetite cools

NEW YORK, Jan 2, 2026, 15:01 ET — Regular session Neptune Insurance Holdings Inc (NYSE: NP) shares fell about 4% to $27.99 in afternoon trading on Friday, underperforming the broader market in the first U.S. session of 2026. The move matters because Neptune is a recently listed name that has drawn momentum interest, and early-year rebalancing can amplify swings in smaller, newer stocks. It also lands as investors refocus on the macro outlook for rates and growth, a key driver for insurance-related valuations because insurers invest premiums largely in bonds and rate expectations can change sector sentiment quickly. U.S. stocks
2 January 2026
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Nebius stock jumps about 7% as chips rally in first U.S. session of 2026 (NBIS)

Nebius stock jumps about 7% as chips rally in first U.S. session of 2026 (NBIS)

NEW YORK, Jan 2, 2026, 15:09 ET — Regular session Shares of Nebius Group N.V. were up 7.4% at $89.91 on Friday afternoon, extending a rebound in AI infrastructure-linked stocks as chip names led the market. The move matters because Nebius is widely seen as a high-beta proxy for demand for graphics processing units, or GPUs — chips used to train and run artificial intelligence models. When investors lean into AI hardware, smaller infrastructure suppliers often swing harder. Friday was the first full U.S. trading session of 2026, with traders recalibrating risk after last year’s gains and turning to early-year
2 January 2026
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Palo Alto Networks stock today: PANW slides nearly 3% as cybersecurity shares lag to start 2026

Palo Alto Networks stock today: PANW slides nearly 3% as cybersecurity shares lag to start 2026

NEW YORK, January 2, 2026, 15:04 ET — Regular session Palo Alto Networks, Inc. shares fell about 2.9% to $178.87 in afternoon trading on Friday. The stock opened at $184.81 and swung between $186.99 and $177.23; about 4.1 million shares had traded. The move matters because investors are using the first trading day of the year to reset risk positions, and high-growth software has been sensitive to shifts in interest-rate expectations. A heavy U.S. data calendar next week could move bond yields and reshape valuations quickly. The weakness was broad across cybersecurity: CrowdStrike was down about 3.5%, Zscaler fell about
2 January 2026
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Spyre Therapeutics stock sinks 7% today: what’s pressuring SYRE and what investors watch next

Spyre Therapeutics stock sinks 7% today: what’s pressuring SYRE and what investors watch next

NEW YORK, Jan 2, 2026, 14:37 ET — Regular session Shares of Spyre Therapeutics, Inc. slid about 7% on Friday, falling to $30.48 in afternoon trading after touching a session low of $30.11. The stock opened at $32.76 and was last down $2.28 on the day. The move left Spyre underperforming the broader biotech tape, with the SPDR S&P Biotech ETF down about 0.7% and the iShares Nasdaq Biotechnology ETF off about 0.2%. “Money managers are waiting to see … the vibe for the coming year,” said Thomas Martin, senior portfolio manager at Globalt, describing the first-session tone in U.S.
2 January 2026
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Marvell stock jumps 5% in early 2026 session as chip rally lifts MRVL — what’s next

Marvell stock jumps 5% in early 2026 session as chip rally lifts MRVL — what’s next

NEW YORK, Jan 2, 2026, 14:52 ET — Regular session Marvell Technology, Inc. shares were up 5.3% at $89.52 in afternoon trading on Friday, after earlier touching $90.08, as chip stocks opened 2026 with broad gains. Volume was about 8.3 million shares, versus a prior close of $84.98. Semiconductors helped keep U.S. equities from sliding further, with the Philadelphia Semiconductor Index — a widely watched gauge of chip stocks — up 3.5%, Reuters reported. “Stocks trade expensive on 18 of 20 measures,” said Savita Subramanian, Bank of America’s equity and quant strategist, in a note. Reuters Why it matters now:
2 January 2026
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Texas Instruments (TXN) stock jumps nearly 3% as chip rally returns — what investors watch next

Texas Instruments (TXN) stock jumps nearly 3% as chip rally returns — what investors watch next

NEW YORK, January 2, 2026, 14:59 ET — Regular session Texas Instruments Incorporated (TXN) shares rose 2.9% to $178.54 by 2:59 p.m. ET on Friday, up from a prior close of $173.49, as semiconductors led gains to start the year. The move matters because Texas Instruments is heavily exposed to industrial and automotive demand, end-markets investors watch for early-cycle turns as 2026 begins. Reuters The advance tracked strength across the chip group, with the Philadelphia Semiconductor Index up about 3.5% on the session. “The next Fed Chair is probably going to be much more dovish than Jerome Powell,” said Dennis
2 January 2026
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Why Pegasystems stock is sliding today: PEGA drops 6% as 2026 trading opens

Why Pegasystems stock is sliding today: PEGA drops 6% as 2026 trading opens

NEW YORK, Jan 2, 2026, 15:03 ET — Regular session Shares of Pegasystems Inc were down 6.2% at $56.01 in afternoon trading on Friday, after ending the prior session at $59.69, according to Google Finance data. Google The drop stands out on the first trading day of 2026, a moment when investors often reset positioning and recheck what they are paying for growth. That reassessment has hit high-multiple stocks hardest as markets debate whether last year’s momentum can carry into the new year. “Stocks trade expensive on 18 of 20 measures,” Savita Subramanian, Bank of America’s equity and quant strategist,
2 January 2026
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Polestar stock swings, down 6% as BBVA reveals 8.4% stake in SEC filing

Polestar stock swings, down 6% as BBVA reveals 8.4% stake in SEC filing

NEW YORK, January 2, 2026, 14:50 ET — Regular session Polestar Automotive Holding UK PLC shares fell 6.4% to $20.01 in afternoon trading on Friday, after swinging between $23.29 and $19.67 earlier in the session. The move put fresh focus on the electric-vehicle maker’s capital structure after it announced late last month it would raise $300 million in equity and pursue a separate debt-to-equity conversion with a Geely affiliate. SEC Polestar CEO Michael Lohscheller said the deals “significantly enhance our liquidity position and help strengthen our balance sheet,” in the Dec. 19 announcement. SEC A Schedule 13G filed with the
2 January 2026
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Western Digital stock jumps 8% today as AI storage names lead early 2026 trade

Western Digital stock jumps 8% today as AI storage names lead early 2026 trade

NEW YORK, Jan 2, 2026, 15:03 ET — Regular session Western Digital shares rose about 8.1% to $186.30 by mid-afternoon on Friday, lifting with a broad move higher in data-storage and memory stocks. The stock traded between $176.00 and $187.53 and last showed volume of about 4.7 million shares. The move keeps Western Digital in focus after a breakout year that made it the S&P 500’s best-performing stock in 2025, as investors gauge whether demand tied to artificial intelligence infrastructure can hold up. Barron’s The rally in storage names came as U.S. equities wavered in the first session of the
2 January 2026
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Intuit stock drops nearly 5% today as insider sale filing hits tape — what investors watch next (INTU)

Intuit stock drops nearly 5% today as insider sale filing hits tape — what investors watch next (INTU)

NEW YORK, Jan 2, 2026, 14:48 ET — Regular session Intuit shares slid on Friday, falling 4.7% to $631.08 in afternoon trading after dipping to $622.31 earlier in the session. The move mattered because it came as investors turn toward the start of the U.S. tax-prep season, a period that can sharpen focus on demand for Intuit’s TurboTax products. The stock’s decline also stood out against a steadier broad market, with the S&P 500 ETF SPY up modestly while the Nasdaq-100 ETF QQQ hovered near flat. Intuit also fell alongside several large software names on the first trading day of
2 January 2026
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Nuvation Bio stock today: NUVB slides nearly 7% as early gains fade

Nuvation Bio stock today: NUVB slides nearly 7% as early gains fade

NEW YORK, Jan 2, 2026, 2:49 PM ET — Regular session Shares of Nuvation Bio Inc fell about 6.8% to $8.35 in afternoon trading on Friday, after opening at $8.97 and swinging between $9.13 and $8.30. About 3.3 million shares had changed hands. The decline stood out against a softer but steadier biotech tape. The SPDR S&P Biotech ETF was down about 0.7% and iShares Nasdaq Biotechnology ETF slipped about 0.2%, while the S&P 500 ETF was modestly higher and small caps outperformed. The stock’s slide comes as investors recalibrate risk in the first U.S. session of 2026, with strategists
2 January 2026
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EverCommerce stock slides 6% in regular trade after CEO share-sale disclosure hits tape

EverCommerce stock slides 6% in regular trade after CEO share-sale disclosure hits tape

NEW YORK, January 2, 2026, 14:49 ET — Regular session EverCommerce Inc shares were down 6.6% at $11.31 in afternoon trading on Friday, after hitting an intraday low of $10.89. The Nasdaq 100 tracker was little changed, while the S&P 500 ETF was up about 0.2%. The move matters because EverCommerce is a smaller, thinly traded software name, where swings can be sharper than the broader market on modest news flow. A steep drop early in the year can also draw attention from investors resetting positions after year-end. Traders have been parsing a fresh insider-trading disclosure from the company’s founder
2 January 2026
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PepsiCo stock dips today as PEP lags staples, with earnings and dividend in focus

PepsiCo stock dips today as PEP lags staples, with earnings and dividend in focus

NEW YORK, Jan 2, 2026, 14:50 ET — Regular session PepsiCo shares slipped on Friday, down 0.4% at $142.93, giving back about 59 cents from the prior close, according to market data. The soft drinks and snacks maker lagged the broader tape. The SPDR S&P 500 ETF was up about 0.2%, while the Consumer Staples Select Sector SPDR ETF gained roughly 0.3%. That gap matters in the first trading session of 2026 because investors often use consumer staples — companies that sell everyday essentials — as a defensive pocket when they want steadier earnings. PepsiCo’s underperformance also puts a spotlight
2 January 2026
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Caterpillar stock jumps 4% as Wolfe lifts target to $670; investors brace for Jan. 9 jobs report

Caterpillar stock jumps 4% as Wolfe lifts target to $670; investors brace for Jan. 9 jobs report

NEW YORK, Jan 2, 2026, 14:45 ET — Regular session Caterpillar Inc (NYSE: CAT) shares climbed 4.3% on Friday after Wolfe Research raised its price target on the heavy equipment maker to $670 from $470 and reiterated an “outperform” rating, according to MT Newswires. MarketScreener The call landed as Wall Street opened 2026 with a cautious tone and investors repositioned toward economically sensitive names, including industrials, after a choppy finish to 2025. Reuters “The market is looking for direction,” said Matthew Maley, chief market strategist at Miller Tabak, pointing to a packed January calendar that includes the U.S. employment report
2 January 2026
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Carvana stock slides nearly 5% in first 2026 session as CVNA lags used-car peers

Carvana stock slides nearly 5% in first 2026 session as CVNA lags used-car peers

NEW YORK, January 2, 2026, 2:45 PM ET — Regular session Carvana Co. shares were down about 5% at $401.17 in afternoon trading on Friday, extending a volatile start to the new year for the online used-car retailer. The stock traded between $390.87 and $426.90. The move left Carvana lagging a mixed U.S. tape, with the S&P 500-tracking SPDR S&P 500 ETF up about 0.1% and the Nasdaq 100-tracking Invesco QQQ slightly lower. That underperformance is drawing attention because Carvana entered 2026 after a sharp 2025 run and a late-December addition to the S&P 500, which can lift demand from
2 January 2026
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T-Mobile stock slips in 2026’s first session as investors eye Feb. 11 targets update

T-Mobile stock slips in 2026’s first session as investors eye Feb. 11 targets update

NEW YORK, Jan 2, 2026, 14:45 ET — Regular session T-Mobile US, Inc. (TMUS) shares fell 1.1% to $200.81 in afternoon trading, after swinging between $199.75 and $203.04. The decline comes as investors reset positions for 2026 and refocus on the carrier’s next major disclosure cycle, when management is expected to refresh its medium-term outlook. On the consumer front, T-Mobile’s support page shows an Apple TV+ price change taking effect January 1: customers billed through the carrier will see $12.99 per month, while eligible plans apply a $9.99 discount, leaving a $3 monthly charge “after your T-Mobile discount,” with subscription
2 January 2026
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Stock Market Today

MARA stock jumps 22% into weekend as bitcoin whipsaws; Monday risk test looms

MARA stock jumps 22% into weekend as bitcoin whipsaws; Monday risk test looms

7 February 2026
MARA shares jumped 22.4% to $8.24 Friday, trading higher after hours, as the company moved $87 million in bitcoin to major custodians. About 82.4 million MARA shares changed hands. Bitcoin hovered near $68,928 Saturday. A MARA filing showed its general counsel had shares withheld for taxes on vested stock units, not an open market sale.
Apple stock (AAPL) set for Monday test as memory-chip crunch revives iPhone price question

Apple stock (AAPL) set for Monday test as memory-chip crunch revives iPhone price question

7 February 2026
Apple shares closed up 0.8% at $278.12 Friday, then slipped 0.3% after hours. A global DRAM shortage is raising component costs, putting pressure on Apple’s pricing ahead of its Feb. 24 shareholder meeting. CEO Tim Cook said memory prices will rise “sharply” but gave no details on possible iPhone price hikes. Investors await signals before next week’s U.S. inflation data.
Roivant stock surges on brepocitinib skin-disease data; what to watch into Monday

Roivant stock surges on brepocitinib skin-disease data; what to watch into Monday

7 February 2026
Roivant shares surged 22.4% to $25.82 after Phase 2 data showed its drug brepocitinib outperformed placebo in cutaneous sarcoidosis, with no serious adverse events. The company plans a Phase 3 trial in 2026 and has filed for FDA approval in dermatomyositis. Quarterly revenue reached $2 million, with a $313.7 million loss. Cash holdings stood at $4.5 billion.
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