Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

NEW YORK, January 1, 2026, 15:07 ET Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp up production of its H200 artificial intelligence chips as Chinese technology companies place large orders for 2026, sources told Reuters. The push puts AI chip supply — and the politics around who gets it — back at the center of the 2026 outlook for Big Tech stocks. Reuters The year begins after U.S. stocks posted another strong run in 2025, a period dominated by President Donald Trump’s tariff uncertainty and a rush into AI-related shares. The S&P 500 gained 16.39% in 2025 and the
2026 Natural Gas Price Forecast: Banks Trim Price Decks, EIA Sees $4 Henry Hub

2026 Natural Gas Price Forecast: Banks Trim Price Decks, EIA Sees $4 Henry Hub

NEW YORK, January 1, 2026, 15:17 ET Banks that lend to the U.S. oil and gas industry trimmed their 2026 natural gas price deck to $3.43 per million British thermal units (mmBtu), a standard unit of heat energy, down from $3.54 in the spring, a Haynes Boone survey of 29 lenders showed. The survey also lowered the 2026 oil assumption to $55.44 a barrel and put a downside gas case at $2.79/mmBtu. MRT Those assumptions feed directly into borrowing bases and spending plans at producers as they lock in hedges and set drilling budgets for 2026. Even small shifts in
EV Stocks 2026 Forecast: China Tightens Incentives as BYD Growth Cools

EV Stocks 2026 Forecast: China Tightens Incentives as BYD Growth Cools

NEW YORK, January 1, 2026, 15:07 ET China has tightened its 2026 “cash-for-clunkers” trade-in subsidies for “new energy vehicles” — a policy term for electric cars and hybrids — by linking the maximum rebate to higher-priced models, according to a Commerce Ministry document. “The revised 2026 vehicle trade-in subsidy programmes will reduce support for mid-to-low-priced vehicles under 150,000 yuan,” Deutsche Bank analyst Bin Wang wrote in a note. The Star The change lands as EV makers start publishing December sales and delivery figures, the first hard data investors get after a year of discounts and uneven demand. For EV stocks,
Disney stock today: DIS slips as $10M FTC kids-privacy order, “Zootopia 2” record hit grab focus

Disney stock today: DIS slips as $10M FTC kids-privacy order, “Zootopia 2” record hit grab focus

NEW YORK, January 1, 2026, 15:25 ET — Market closed Walt Disney shares ended 0.9% lower in the final U.S. trading session of 2025 on Wednesday, before markets shut for New Year’s Day. The move came as investors weighed a fresh regulatory headline around how the company labels children’s content on YouTube. Why it matters now is less the size of the penalty than the reminder that privacy compliance can quickly become a market issue for ad-driven media businesses. Streaming platforms have leaned harder into advertising, and any suggestion of weak controls around kid-focused content can raise questions about oversight
1 January 2026
Chevron stock today: CVX steadies near $152 as oil logs steepest annual drop since 2020

Chevron stock today: CVX steadies near $152 as oil logs steepest annual drop since 2020

NEW YORK, January 1, 2026, 15:15 ET — Market closed Chevron shares closed slightly higher on Wednesday, the final trading day of 2025, ending up 0.1% at $152.41. U.S. markets were closed on Thursday for the New Year’s Day holiday. Reuters The muted move capped a year-end stretch in which oil prices fell and posted their steepest annual drop since 2020, refocusing investors on how a softer crude tape could shape energy earnings early in 2026. Reuters That matters for Chevron and other integrated oil majors because benchmark prices feed directly into upstream revenue and cash generation, while cost inflation
Silver price forecast 2026: What comes next after the $80 breakout and 161% surge

Silver price forecast 2026: What comes next after the $80 breakout and 161% surge

NEW YORK, January 1, 2026, 15:16 ET Silver’s record 2025 rally has reset the starting point for the 2026 silver price forecast, after the metal rose 161% and broke the $80-per-ounce mark for the first time. Gold climbed 66% and copper hit an all-time high of $12,960 a tonne on the London Metal Exchange, keeping metals in focus as traders map the next move. “Demand for metals is looking solid from both an industrial and retail perspective,” said Tim Waterer, chief market analyst at KCM Trade. Reuters The outlook matters because silver sits on both sides of the economy: it is
1 January 2026
ASX 200 forecast for 2026: Rate-hike bets return as strategists split on Australia stocks

ASX 200 forecast for 2026: Rate-hike bets return as strategists split on Australia stocks

NEW YORK, January 1, 2026, 15:09 ET Australia’s benchmark S&P/ASX 200 is entering 2026 more than 4% below its Oct. 21 record after a late-year pullback that followed a shift from rate-cut expectations to probable hikes. The market still delivered a 6.8% return in 2025, and two of Australia’s four big banks expect a rate increase at the central bank’s first meeting in early February, The Guardian reported. That matters now because Australia’s share market leans heavily on banks and miners, and interest-rate expectations feed directly into how investors value dividends and future profits. Higher rates typically lift funding costs
AI Stocks 2026 Forecast: Nvidia’s China Chip Rush Meets a Tougher Wall Street Test

AI Stocks 2026 Forecast: Nvidia’s China Chip Rush Meets a Tougher Wall Street Test

NEW YORK, January 1, 2026, 15:05 ET Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp up production of its H200 artificial intelligence chips after Chinese technology companies ordered more than 2 million units for 2026, sources told Reuters. The company holds about 700,000 units in inventory and expects TSMC to start work on expanded output in the second quarter of 2026, the sources said. The graphics processing units, or GPUs, are used to train and run AI models, but Beijing has yet to approve shipments even after Washington recently allowed H200 exports to China with a 25% fee, the
P&G stock ends 2025 lower as Wall Street slips — what to watch before trading resumes

P&G stock ends 2025 lower as Wall Street slips — what to watch before trading resumes

NEW YORK, January 1, 2026, 15:03 ET — Market closed. Shares of Procter & Gamble (PG) last closed down 0.51% at $143.31 in the final session of 2025, mirroring a broad market slide in holiday-thin trade. U.S. stock markets are closed on Thursday for New Year’s Day. FinancialContent+1 The consumer-staples bellwether heads into 2026 with investors looking for clarity on demand and pricing power after a choppy year for markets. Attention is also shifting to the company’s next earnings update later this month. P&G Investor+1 On Dec. 31, Wall Street’s major indexes ended lower as investors took profits with fewer
1 January 2026
AST SpaceMobile stock slips into 2026 as markets shut for New Year’s Day — what ASTS investors watch next

AST SpaceMobile stock slips into 2026 as markets shut for New Year’s Day — what ASTS investors watch next

NEW YORK, January 1, 2026, 15:06 ET — Market closed AST SpaceMobile Inc shares ended the year lower, closing down 2.8% at $72.63 on Dec. 31, after swinging between $71.61 and $75.73 in the session. U.S. stock markets were closed on Thursday for New Year’s Day. New York Stock Exchange The pullback mattered because AST SpaceMobile has become a high-volatility proxy for the “direct-to-device” trade — satellites linking directly to ordinary smartphones without specialized hardware. The stock’s sharp moves have reflected how quickly investors reprice execution risk as the company pushes toward commercial rollout. SEC That sensitivity has grown after
1 January 2026
PayPal stock slips toward a 52-week low as Wall Street shuts for New Year’s Day

PayPal stock slips toward a 52-week low as Wall Street shuts for New Year’s Day

NEW YORK, January 1, 2026, 14:56 ET — Market closed PayPal Holdings (PYPL.O) shares ended the last trading day of 2025 lower, closing down 1.2% on Wednesday at $58.38. With U.S. markets closed on Thursday for New Year’s Day, the move leaves PayPal starting 2026 near the bottom of its annual range as investors reset positions for Friday’s reopening. MarketWatch Why it matters now: PayPal is trading only a few dollars above its 52-week low — the lowest price in the last year — a level that can draw in both bargain hunters and momentum sellers. Investing.com The stock’s weakness
1 January 2026
UK stock market 2026 forecast: FTSE 100 faces a new-year test after its best run in 16 years

UK stock market 2026 forecast: FTSE 100 faces a new-year test after its best run in 16 years

NEW YORK, January 1, 2026, 15:07 ET Britain’s FTSE 100 heads into 2026 near a record after posting its strongest annual gain in 16 years, raising the stakes for London stocks in the year ahead. The blue-chip index slipped 0.2% on the final session of 2025, a day after closing at an all-time high.  Reuters The timing matters because investors are resetting positions at the start of the year after a sharp run-up in UK equities. London markets were closed on Thursday for the New Year holiday following an early close on Wednesday.  Reuters The 2026 outlook hinges on whether
1 January 2026
Applied Materials stock dips as new U.S. export licenses and China’s 50% tool rule reset focus for AMAT

Applied Materials stock dips as new U.S. export licenses and China’s 50% tool rule reset focus for AMAT

NEW YORK, January 1, 2026, 14:50 ET — Market closed. Applied Materials ended the last U.S. session down 1.15% at $256.99, with Wall Street shut on Thursday for the New Year’s Day holiday. The stock’s next catalyst is not a product launch or an earnings pre-release. It is policy: fresh signals from Washington and Beijing that could change how chipmakers buy — and where they buy — the expensive tools used to make semiconductors. That matters for Applied because it sells wafer-fab equipment, the specialized machines used to deposit, etch and measure layers on silicon wafers. Small shifts in export
CrowdStrike stock slides after-hours as Wedbush keeps CRWD on its top AI picks list

CrowdStrike stock slides after-hours as Wedbush keeps CRWD on its top AI picks list

NEW YORK, January 1, 2026, 14:48 ET — Market closed CrowdStrike Holdings, Inc. shares were last down 1.5% at $468.76 in extended trading after closing at $475.69 on Wednesday, as U.S. markets paused for the New Year’s Day holiday. New York Stock Exchange The move matters now because investors are resetting positions into the first trading day of 2026, with high-growth software and cybersecurity names still sensitive to shifts in risk appetite. CrowdStrike is a bellwether in endpoint security, and its valuation leaves little room for execution slips. Any change in expectations for subscription growth or margins can move the
GE Aerospace stock slips into 2026 as Wall Street shuts for New Year’s Day

GE Aerospace stock slips into 2026 as Wall Street shuts for New Year’s Day

NEW YORK, January 1, 2026, 2:46 PM ET — Market closed GE Aerospace shares ended the last trading day of 2025 lower, closing down $3.74, or 1.2%, at $308.03 on Wednesday. MarketWatch The timing matters because the stock is hovering near recent highs heading into January catalysts, while U.S. exchanges are closed on Thursday for New Year’s Day. The next major read for investors is GE’s quarterly update later this month. New York Stock Exchange With jet makers still working through production bottlenecks, investors remain focused on GE’s parts-and-services business, often called the aftermarket — revenue that comes from maintaining
1 January 2026
MrBeast tops 2025 richest YouTubers list as Tanmay Bhat’s Moonshot reshapes Indian ads

MrBeast tops 2025 richest YouTubers list as Tanmay Bhat’s Moonshot reshapes Indian ads

NEW YORK, January 1, 2026, 14:42 ET Tanmay Bhat, a comedian-turned-creator and co-founder of India’s AIB comedy collective, emerged in 2025 as one of the most sought-after creative partners for brands, a year-end profile by Storyboard18 said. ( Storyboard18) The attention matters now because marketers are under pressure to deliver campaigns that travel quickly across social platforms, and creators increasingly sit at the centre of that push. It also reflects the maturation of the “creator economy” — the business built around online creators earning from advertising, sponsorships and product sales — as the biggest names turn influence into repeatable commercial
1 January 2026
IREN stock ends 2025 lower as crypto miners struggle into New Year holiday

IREN stock ends 2025 lower as crypto miners struggle into New Year holiday

NEW YORK, January 1, 2026, 14:46 ET — Market closed Shares of IREN Limited (NASDAQ: IREN) ended the last trading session of 2025 down 1.3% at $37.77. U.S. stock markets were closed on Thursday for New Year’s Day. Reuters+1 The move matters now because bitcoin-linked stocks have been sensitive to shifts in macro sentiment and equity market risk appetite. Bitcoin was on track to finish 2025 more than 6% lower — its first annual drop since 2022 — after a volatile year, Reuters reported. Reuters For miners, swings in bitcoin can quickly change the outlook for cash generation because they
Salzburg renews €100 “Energie-100er” for 2026 — who gets the extra heating aid

Salzburg renews €100 “Energie-100er” for 2026 — who gets the extra heating aid

NEW YORK, January 1, 2026, 14:43 ET The Austrian city of Salzburg will extend its “Energie-100er” support scheme into 2026, offering eligible low-income residents an extra 100 euros on top of a 250-euro provincial heating-cost grant, for total support of 350 euros, local outlet Salzburg24 reported. SALZBURG24 The decision lands as the new budget year begins and winter heating bills rise, keeping pressure on households that are already struggling with day-to-day costs. The scheme also reflects a shift toward targeted aid — money tied to eligibility rules — rather than broad-based measures that are costlier and harder to focus on
1 January 2026
Night sky tonight: NOAA issues geomagnetic storm watch for New Year’s weekend as supermoon nears

Night sky tonight: NOAA issues geomagnetic storm watch for New Year’s weekend as supermoon nears

NEW YORK, January 1, 2026, 14:46 ET The U.S. National Oceanic and Atmospheric Administration has issued geomagnetic storm watches through Saturday after several solar eruptions, a setup that can strengthen the northern lights over parts of North America. NOAA Space Weather Prediction Center The timing matters because the first nights of 2026 coincide with a burst of solar activity that can ripple from the sky to critical infrastructure. Geomagnetic storms can push aurora farther from the poles and also stress systems that rely on radio and satellite links. For the public, the payoff is a chance — not a guarantee —
1 January 2026
2026 stock market forecast: After 2025’s rally, Wall Street sees earnings, Fed cuts and AI spending as the big tests

2026 stock market forecast: After 2025’s rally, Wall Street sees earnings, Fed cuts and AI spending as the big tests

NEW YORK, January 1, 2026, 14:40 ET After three straight years of double-digit gains, U.S. stocks enter 2026 with strategists saying profit growth and the path for interest rates will decide whether the rally can extend. For another year of outsized returns, markets need “everything firing on all cylinders,” said Sam Stovall, chief investment strategist at CFRA, who put his end-2026 target for the S&P 500 at 7,400, about 8% above current levels. Tajinder Dhillon, head of earnings research at LSEG, said S&P 500 earnings are projected to rise more than 15% in 2026 after about 13% in 2025, while

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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