Today: 7 February 2026
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Kymera Therapeutics stock slides nearly 7% after CEO share-sale filing — what KYMR investors watch next

Kymera Therapeutics stock slides nearly 7% after CEO share-sale filing — what KYMR investors watch next

NEW YORK, Jan 2, 2026, 15:39 ET — Regular session Kymera Therapeutics Inc (KYMR.O) shares fell nearly 7% on Friday afternoon after a regulatory filing disclosed a year-end sale by Chief Executive Nello Mainolfi. Kymera was down 6.9% at $72.42, after earlier touching $72.18. The move matters because Kymera has become a high-sensitivity biotech name, with investor expectations tied closely to clinical progress for its experimental immunology drug KT-621. In that setup, insider selling can test sentiment, even when the transactions are scheduled in advance. Friday’s drop stood out against a steadier tape. The SPDR S&P Biotech ETF (XBI) was
2 January 2026
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Palantir stock drops 5% today as 2026 kicks off; PLTR slips below key technical levels

Palantir stock drops 5% today as 2026 kicks off; PLTR slips below key technical levels

NEW YORK, Jan 2, 2026, 15:29 ET — Regular session Palantir Technologies Inc. (PLTR) shares fell 5.2% to $168.43 in afternoon trading on Friday, the first session of 2026. The stock ranged from $166.38 to $182.93, with about 49.3 million shares changing hands. The drop comes after a sharp 2025 run that left the stock sensitive to early-year repositioning. TipRanks said Palantir rose more than 136% in 2025 and noted the shares were hovering near chart levels traders track, including a 50-day moving average around $181.20; TipRanks also showed a “Hold” consensus rating and an average price target of $187.87.
2 January 2026
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S&P Global stock drops today as yields rise; what investors are watching next for SPGI

S&P Global stock drops today as yields rise; what investors are watching next for SPGI

NEW YORK, January 2, 2026, 3:30 PM ET — Regular session Shares of S&P Global Inc. fell about 1.7% to $513.81 in afternoon trading on Friday, after closing at $522.59 in the prior session. The drop came as Treasury yields pushed higher, a headwind for stocks that investors price off long-dated cash flows. The 10-year yield rose about 4.2 basis points — a basis point is 0.01 percentage point — to 4.195%, Reuters reported. CNA U.S. stocks have been choppy into the first trading day of 2026, with strategists pointing to stretched valuations after a strong year. “Stocks trade expensive
2 January 2026
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DoorDash stock drops as California refund law kicks in — what investors are watching next

DoorDash stock drops as California refund law kicks in — what investors are watching next

NEW YORK, January 2, 2026, 3:33 PM ET — Regular session DoorDash (DASH.O) shares were down 2.3% at $221.17 in afternoon trading on Friday, after swinging between $221.15 and $229.65. The stock’s decline came as a new set of California laws took effect on Jan. 1, including AB 578, which strengthens consumer and worker protections for food delivery platforms. The measure requires refunds when orders are undelivered, incorrect or partially fulfilled and mandates access to a real customer-service representative when automated systems cannot resolve an issue. ( Governor of California) Governor of California Why this matters now: California is DoorDash’s
2 January 2026
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Intuitive Surgical stock falls today: what’s driving ISRG and what investors watch next

Intuitive Surgical stock falls today: what’s driving ISRG and what investors watch next

NEW YORK, January 2, 2026, 3:30 PM ET — Regular session Intuitive Surgical shares slid 1% to $560.61 in afternoon trading on Friday, lagging a mixed U.S. tape in the market’s first session of 2026. The drop matters because investors are starting the year with fresh sensitivity to valuation—how much they are paying for a dollar of earnings—after a strong 2025 run left many stocks priced for good news. Reuters “Stocks trade expensive on 18 of 20 measures, and we see elevated risks to the index level in the near term,” Savita Subramanian, Bank of America’s equity and quant strategist,
2 January 2026
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Coca-Cola stock slips today after Georgia filing flags 75 Atlanta HQ layoffs

Coca-Cola stock slips today after Georgia filing flags 75 Atlanta HQ layoffs

NEW YORK, Jan 2, 2026, 15:26 ET — Regular session Coca-Cola Co shares fell about 1% on Friday after a Georgia workforce filing said the beverage maker expects to cut about 75 jobs at its Atlanta headquarters as part of a broader reorganization. TCSG The notice matters as Wall Street starts 2026 focused on how large, cash-generative companies defend margins after a strong 2025 for U.S. stocks and heavy investor inflows into equity funds late in the year. Reuters The update also lands as Treasury yields rise, a backdrop that can pressure dividend-paying defensive stocks because their payouts compete with
2 January 2026
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Dyne Therapeutics (DYN) stock slides today as biotech wobbles — FDA clock back in focus

Dyne Therapeutics (DYN) stock slides today as biotech wobbles — FDA clock back in focus

NEW YORK, Jan 2, 2026, 3:19 PM ET — Regular session Dyne Therapeutics shares fell about 6% on Friday, giving back earlier gains in a volatile first session of 2026 for some biotech names. The Nasdaq-listed stock was down 6.1% at $18.36 in afternoon trading, after touching $20.90 at the high and $18.13 at the low. The move matters because it pulls Dyne back toward the $18.44 price of its December share sale, a reference point traders often watch after a dilutive financing. Dyne said that offering raised about $402.5 million in gross proceeds. The broader tape offered little help.
2 January 2026
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Novanta stock dives nearly 6% today as 2026 starts — why NOVT is lagging peers

Novanta stock dives nearly 6% today as 2026 starts — why NOVT is lagging peers

NEW YORK, Jan 2, 2026, 15:29 ET — Regular session Novanta Inc shares were down 5.9% at $111.99 in afternoon trading on Friday, after opening near $119.89 and sliding to a session low of $110.46. The stock last traded about $7 lower on the day, with about 435,000 shares changing hands. The drop matters because it came on the first trading day of 2026, when portfolio rebalancing can amplify moves in mid-cap industrial technology names. It also stood out against gains in related laser and photonics stocks, leaving Novanta as a laggard even as investors chased strength elsewhere in the
2 January 2026
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McDonald’s (MCD) stock slips today as consumer discretionary lags, rate focus returns

McDonald’s (MCD) stock slips today as consumer discretionary lags, rate focus returns

NEW YORK, January 2, 2026, 15:24 ET — Regular session McDonald’s shares fell 0.7% to $303.38 in late-afternoon trading on Friday, starting 2026 on the back foot as investors trimmed exposure to consumer-facing names. The move matters now because trading volumes are returning after the holiday lull, and the market’s attention is shifting back to interest rates and consumer demand. Consumer discretionary stocks were among the day’s laggards in early action, a pressure point for restaurant operators that rely on steady traffic. Reuters Next week brings the first major slate of U.S. economic reports of the year, including the monthly
2 January 2026
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BILL stock drops about 6% as Wall Street turns choppy to start 2026

BILL stock drops about 6% as Wall Street turns choppy to start 2026

NEW YORK, Jan 2, 2026, 15:16 ET — Regular session BILL Holdings, Inc. (NYSE: BILL) shares were down 6.3% at $51.11 in mid-afternoon trading on Friday, after sliding from an early high and touching a session low of $50.73. The stock last closed at $54.54. The drop came as U.S. stocks wobbled in the first session of 2026, with investors rotating toward chipmakers even as the broader market softened. “Stocks trade expensive on 18 of 20 measures,” Bank of America strategist Savita Subramanian wrote, flagging elevated near-term risks for equities. Reuters For BILL, the timing matters because the company just
2 January 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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Stock Market Today

Home Depot stock price: jobs, inflation and a Feb. 24 earnings test loom

Home Depot stock price: jobs, inflation and a Feb. 24 earnings test loom

7 February 2026
Home Depot shares rose 0.7% to $385.15 Friday, trading between $379.10 and $386.37. Investors await a delayed U.S. jobs report Wednesday and CPI data Friday, both postponed by a brief government shutdown. Home Depot reports fourth-quarter earnings Feb. 24. The Dow closed above 50,000 for the first time.
JPMorgan stock price jumps 4% into weekend as Wall Street braces for a busy data week

JPMorgan stock price jumps 4% into weekend as Wall Street braces for a busy data week

7 February 2026
JPMorgan shares rose 3.95% to $322.40 Friday, outpacing other major banks as U.S. stocks rallied and the Dow closed above 50,000 for the first time. The bank recently completed a $3 billion subordinated notes offering. Investors are watching for delayed U.S. jobs data and inflation figures next week, ahead of JPMorgan’s Feb. 23 company update.
AbbVie stock price: ABBV ends week near $223 after earnings swing — what to watch next

AbbVie stock price: ABBV ends week near $223 after earnings swing — what to watch next

7 February 2026
AbbVie shares rose 2% to $223.43 Friday, capping a volatile week marked by earnings and drug sales scrutiny. Moody’s upgraded AbbVie’s credit rating to A2, citing strong performance in immunology and neuroscience. Investors remain focused on Skyrizi and Rinvoq growth amid rising competition and recent regulatory filings. Trading volume stayed below average, with the stock still 9% off its 52-week high.
SK hynix stock price slips into Monday after S&P upgrade, tech selloff

SK hynix stock price slips into Monday after S&P upgrade, tech selloff

7 February 2026
SK hynix shares closed at 839,000 won, down 0.36% Friday and 8% for the week, as tech stocks retreated across Asia. S&P Global Ratings upgraded the chipmaker to “BBB+” with a positive outlook, citing strong HBM sales. The KOSPI fell 1.4% Friday, ending a six-week winning streak. Traders await Monday’s Seoul open for signs of further tech weakness.
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