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Nvidia stock rises as chipmakers rally into 2026; NVDA traders eye CES and earnings

Nvidia shares rose 1.1% to $188.50 in late U.S. trading Friday, leading a semiconductor rally as the Philadelphia SE Semiconductor index climbed 3.5%. AMD, Intel, and Taiwan Semiconductor also advanced. Investors are watching CEO Jensen Huang’s CES appearance next week and Nvidia’s Feb. 25 earnings report. Treasury yields rose, pressuring high-valuation tech stocks.

2 January 2026

NASDAQ:NVDA·NVIDIA·Semiconductors·Stock Market·Technology

Tesla stock falls on delivery miss as BYD takes EV crown — what’s next for TSLA

Tesla shares fell 2.3% to $439.31 after quarterly deliveries missed analyst estimates, with 418,227 vehicles handed over in Q4. The company reported record energy-storage deployments but trailed China’s BYD in annual deliveries. Tesla will release Q4 earnings on Jan. 28. European registrations dropped sharply in France and Sweden but rose in Norway.

2 January 2026

Electric Vehicles·HKG:1211·NASDAQ:TSLA·Stock Market·Tesla

Microsoft stock drops more than 2% to start 2026 as investors trim megacap tech exposure (MSFT)

Microsoft shares dropped 2.4% to $472.24 in after-hours trading Friday, touching session lows near $470. The broader market was steady, with Nvidia up and Apple down. About 19.6 million Microsoft shares changed hands in a thin post-holiday session. Investors are watching upcoming U.S. labor data and the Federal Reserve’s rate outlook.

2 January 2026

Microsoft·NASDAQ:MSFT·Stock Market

Accenture stock slides nearly 3% as software sector slumps to start 2026

Accenture shares fell 2.9% to $260.55 in late Friday trading, underperforming the broader market as software stocks slid. Salesforce dropped 4.1%, ServiceNow 3.8%, and the IGV ETF lost 2.8%. The S&P 500 was little changed. Investors are watching next week’s U.S. jobs and inflation data for signals on interest rates.

2 January 2026

NYSE:ACN·Stock Market

Sidus Space (SIDU) stock surges 34% after new 7.4% stake filing hits SEC

Sidus Space Inc. shares surged 34% to $4.20 Friday on heavy volume after a Schedule 13G filing showed CVI Investments and Heights Capital Management took a 7.4% stake. The move follows a late-December direct offering in which Sidus sold 10.8 million shares at $1.50 each, raising $16.2 million.

2 January 2026

NASDAQ:SIDU·Space Industry·Stock Market

Motorola Solutions (MSI) stock falls late Friday as investors start 2026 on edge

Motorola Solutions shares fell 0.7% to $380.68 Friday after the company registered 800,000 shares for its employee 401(k) plan in a new SEC filing. The stock traded between $384.69 and $380.00 as U.S. markets swung on the year’s first session. Investors looked ahead to next week’s jobs data and rate-cut signals.

2 January 2026

NYSE:MSI·Stock Market·Technology

American Express stock today: AXP edges higher late Friday as dividend reset, January data loom

American Express shares rose 0.5% to $371.83 Friday, the stock’s ex-dividend date, after trading between $367.33 and $372.86. The company declared a $0.82 quarterly dividend, payable Feb. 10 to holders as of Jan. 2. Visa and Mastercard fell, while Capital One gained. Investors await U.S. jobs data Jan. 9 and AmEx’s Q4 results Jan. 30.

2 January 2026

Dividends·NYSE:AXP·Stock Market

Newmont (NEM) stock price today: Gold miner rises as bullion kicks off 2026 strong

Newmont shares rose 0.9% to $100.71 in New York trading Friday, tracking firmer gold prices as spot gold hovered near $4,313 an ounce after hitting $4,402. The stock swung between $98.26 and $102.80 during the session. Investors are watching the Jan. 9 U.S. jobs report for signals on Federal Reserve rate cuts, which influence gold prices. Natascha Viljoen took over as Newmont CEO on Jan. 1.

2 January 2026

NYSE:NEM·Stock Market

DocuSign stock slides today as software names wobble — here’s what’s driving DOCU

DocuSign shares dropped 4.4% to $65.38 in afternoon trading Friday, underperforming a weaker software sector as the S&P 500 and Nasdaq slipped. About 2.2 million shares traded hands. Adobe, Zoom, and Dropbox also fell, while the iShares Expanded Tech-Software ETF lost 2.6%. Investors await DocuSign’s next earnings report, expected March 12.

2 January 2026

Earnings Reports·NASDAQ:ADBE·NASDAQ:DBX·NASDAQ:DOCU·NASDAQ:ZM·Stock Market

Synopsys stock rises nearly 3% today as Loop Capital lifts target to $600; SNPS outperforms peers

Synopsys shares climbed 2.8% to $482.78 Friday after Loop Capital raised its price target to $600 and reiterated a buy rating. The iShares Semiconductor ETF rose 4.7% and the VanEck Semiconductor ETF gained 4.1%, outpacing broader indexes. Nvidia recently took a $2 billion stake in Synopsys. Synopsys completed its $35 billion acquisition of Ansys in July.

2 January 2026

NASDAQ:CDNS·NASDAQ:SNPS·Stock Market

MongoDB stock drops about 4% in late trade as software sector slides — what’s next for MDB

MongoDB shares fell about 4% to $402 Friday, underperforming the broader market as software stocks dropped on the first trading day of 2026. The iShares Expanded Tech-Software Sector ETF lost 2.6%, while the S&P 500 edged up 0.2%. Investors await next week’s U.S. jobs and inflation data for signals on growth-stock sentiment. MongoDB’s next earnings report is expected March 4.

2 January 2026

NASDAQ:DDOG·NASDAQ:ESTC·NASDAQ:MDB·NYSE:SNOW·Stock Market

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

Kymera shares fell 6.9% to $72.42 Friday after a regulatory filing showed CEO Nello Mainolfi sold 30,000 shares for about $2.34 million at year-end under a pre-set trading plan. The drop outpaced the broader biotech sector. Investors are watching for KT-621 asthma trial milestones in early 2026.

2 January 2026

NASDAQ:KYMR.O·Stock Market

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

Palantir shares dropped 5.2% to $168.43 in the first session of 2026, with nearly 50 million shares traded. The decline followed a 136% gain in 2025 and came as investors rotated out of software stocks and into chipmakers, sending the Philadelphia Semiconductor index up 3.5%. No new Palantir announcement drove the move. Traders are watching upcoming U.S. jobs data and Palantir’s next quarterly report.

2 January 2026

NYSE:PLTR·Stock Market

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

S&P Global shares fell 1.7% to $513.81 Friday afternoon, underperforming the broader financial sector as Treasury yields climbed. Peers including Moody’s and MSCI also declined. The 10-year yield rose to 4.195%. Investors are focused on next week’s U.S. jobs and inflation data and S&P Global’s expected February earnings report.

2 January 2026

NYSE:SPGI·Stock Market

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

DoorDash shares fell 2.3% to $221.17 in afternoon New York trading Friday, lagging a steady market after new California laws tightened refund and customer-service rules for food delivery platforms. The drop came as Treasury yields rose and investors awaited U.S. labor data. Uber and Lyft shares gained. DoorDash has not yet set a date for its next earnings report.

2 January 2026

NASDAQ:DASH·Stock Market

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

Intuitive Surgical shares fell 1% to $560.61 in Friday’s afternoon trading, underperforming a mixed U.S. market on the first session of 2026. The move followed a management shift, with Chief Digital Officer Brian E. Miller taking a new role focused on digital and AI strategy. Medical-device stocks lagged, while broader healthcare edged higher. Investors are watching upcoming jobs and inflation data, plus the J.P. Morgan Healthcare Conference.

2 January 2026

NASDAQ:ISRG·Stock Market

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

Coca-Cola shares fell 1% to $69.20 after a Georgia WARN notice revealed plans to cut about 75 jobs at its Atlanta headquarters starting Feb. 28. The company described the move as part of a broader reorganization. PepsiCo and Keurig Dr Pepper also traded lower. Investors are monitoring U.S. interest-rate signals ahead of next week’s jobs and inflation data.

2 January 2026

NYSE:KO·Stock Market

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

Dyne Therapeutics shares fell 6.1% to $18.36 in Friday afternoon trading, nearing the $18.44 price of its December equity offering. The drop followed a volatile session, with the stock swinging between $20.90 and $18.13. Investors are focused on Dyne’s planned 2026 FDA submission and Phase 3 trial for its Duchenne muscular dystrophy drug.

2 January 2026

NASDAQ:DYN·Pharmaceuticals·Stock Market

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

Novanta shares fell 5.9% to $111.99 in Friday afternoon trading, reversing early gains and underperforming photonics peers that rose about 5%. Volume reached 435,000 shares as the stock hit a session low of $110.46. Investors are focused on management presentations scheduled for Jan. 14. No new company updates have been issued since December.

2 January 2026

NASDAQ:NOVT·Stock Market

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

McDonald’s shares fell 0.7% to $303.38 in late-afternoon New York trading Friday as consumer discretionary stocks lagged and Treasury yields climbed to 4.20%. The Dow rose 0.67%, S&P 500 added 0.26%, and Nasdaq gained 0.12%. Investors are awaiting next week’s U.S. jobs and inflation reports for signals on Federal Reserve policy.

2 January 2026

NYSE:MCD·Stock Market

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PetroChina Class A stock rises with oil rebound — what 601857 traders watch next week

7 February 2026

PetroChina A-shares rose 2.3% to 10.77 yuan Friday, outperforming the Shanghai Composite, which fell 0.25%. Crude prices rebounded, with Brent settling at $68.05 a barrel, as traders tracked U.S.-Iran talks and new EU sanctions proposals. About 198.5 million PetroChina shares traded in the session. Investors await the company’s next earnings report later this quarter.

Morgan Stanley stock price bounces after three-day slide; what to watch before Monday

7 February 2026

Morgan Stanley shares rose 2.34% to $179.96 Friday, snapping a three-day slide as the Dow closed above 50,000 for the first time. About 9.1 million MS shares traded hands. The rebound followed Thursday’s 2.35% drop and came amid renewed rate-cut speculation and surging AI spending. Morgan Stanley remains 6.6% below its January high.

Nestle stock price: shares end higher as investors weigh baby formula recall, look to Feb 19 results

7 February 2026

Nestle shares closed up 0.6% at 78.89 Swiss francs Friday, outperforming the Swiss blue-chip index. The move comes as investors track Europe’s widening infant formula recall, which has swept in Nestle and other producers. French authorities are investigating possible links to two infant deaths. Nestle’s full-year results are due Feb. 19.

Lam Research stock price jumps 8% as chip rally returns — what to watch next week

7 February 2026

Lam Research shares surged 8.3% to $231.01 Friday, with after-hours trading flat. The move followed a broad rally in chip stocks, pushing the PHLX semiconductor index up 5.7% as Nvidia, AMD, and Broadcom advanced. Lam announced a $0.26 quarterly dividend and a senior executive exercised 53,925 shares. Investors await U.S. jobs and inflation data next week.

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