Cipher Mining stock pops as bitcoin firms, with CEO due at Needham fireside chat

Cipher Mining stock pops as bitcoin firms, with CEO due at Needham fireside chat

Cipher Mining shares rose 6.6% to $18.84 Tuesday morning, outpacing other U.S.-listed crypto miners as bitcoin gained nearly 2%. Investors are awaiting CEO Tyler Page’s appearance at Needham’s Growth Conference for updates on Cipher’s AI data-center expansion and a $5.5 billion AWS lease. Cipher’s next earnings report is scheduled for Feb. 24. Short interest stands at about 13% of the public float.
Why Super Micro (SMCI) stock is sliding as Wall Street digests CPI and its NRF retail AI pitch

Why Super Micro (SMCI) stock is sliding as Wall Street digests CPI and its NRF retail AI pitch

Super Micro Computer shares fell 2.6% to $29.33 in early New York trading Tuesday after U.S. inflation data met forecasts and investors retreated from high-growth hardware stocks. The company is showcasing new AI-driven “intelligent store” systems at the NRF retail conference, leveraging NVIDIA technology. Peers traded mixed, with Nvidia down 0.3% and Dell up 1%. Investors await updates at a panel later Tuesday.
Gold price holds above $4,600 after CPI; GLD and gold stocks rise as Fed meeting nears

Gold price holds above $4,600 after CPI; GLD and gold stocks rise as Fed meeting nears

Gold traded at $4,622.79 an ounce in New York Tuesday, near Monday’s record high, after U.S. inflation held steady at 2.7% in December. Gold ETFs and mining stocks rose, while CME Clearing announced new margin rules for precious-metals futures. Investors cited Fed uncertainty, geopolitical tensions, and strong central bank demand as drivers. Markets now expect two Fed rate cuts in 2026.
USB stock slips as U.S. Bancorp’s $1 billion BTIG deal puts Wall Street expansion back in view

USB stock slips as U.S. Bancorp’s $1 billion BTIG deal puts Wall Street expansion back in view

U.S. Bancorp shares fell about 1% after announcing a deal to buy brokerage BTIG for up to $1 billion in cash and stock. The agreement includes a $725 million payment at closing and up to $275 million in earn-outs over three years. The deal is expected to close in the second quarter of 2026, pending regulatory approval. Investors await U.S. Bancorp’s Jan. 20 earnings for details on capital and integration.
13 January 2026
Ford stock barely budges as Trump heads to Dearborn; what investors watch next

Ford stock barely budges as Trump heads to Dearborn; what investors watch next

Ford shares slipped 0.2% to $14.01 in early Tuesday trading as President Trump’s Detroit visit put the auto sector in focus. Investors await Ford’s Feb. 10 earnings after the company took a $19.5 billion charge tied to scrapped EV programs. Ford’s U.S. sales rose 6% in 2025, driven by hybrids and a budget pickup. The stock closed Monday down 1.2%, now 3% below last week’s 52-week high.
13 January 2026
Silver price stock jumps: SLV rallies as silver nears record highs and CME tightens margin rules

Silver price stock jumps: SLV rallies as silver nears record highs and CME tightens margin rules

SLV surged 4.4% to $80.59 Tuesday as spot silver hit a record $87.16 an ounce before easing. CME will shift precious-metals margin requirements to a percentage of notional value after Tuesday’s close. December U.S. inflation data reinforced expectations the Fed will keep rates steady this month. Silver miners rose alongside the metal in early trading.
AMD stock jumps on KeyBanc upgrade as analyst flags tight 2026 server CPU supply

AMD stock jumps on KeyBanc upgrade as analyst flags tight 2026 server CPU supply

AMD jumped 5.6% to $219.37 in early Tuesday trading after KeyBanc upgraded the stock to “Overweight,” citing strong cloud demand and rising memory prices. Analyst John Vinh said AMD’s server CPUs are nearly sold out for 2026. The company reports earnings Feb. 3. Broader tech shares moved after December CPI data showed a 0.3% monthly rise, with core inflation up 0.2%.
IREN stock rises again as Bernstein’s “top AI pick” call meets a bitcoin rebound

IREN stock rises again as Bernstein’s “top AI pick” call meets a bitcoin rebound

IREN Limited shares rose 1.9% to $51.28 in early Nasdaq trading Tuesday, extending Monday’s 9.3% surge. The stock gained after Bernstein named IREN its “top AI pick” for 2026, citing the Microsoft AI cloud contract. Bitcoin’s 1.9% rise also boosted crypto miners. Investors await IREN’s next earnings, expected Feb. 11, for updates on funding and project timelines.

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Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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