Revolution Medicines stock jumps on Merck buyout buzz and an FDA breakthrough tag — what to watch Monday

Revolution Medicines stock jumps on Merck buyout buzz and an FDA breakthrough tag — what to watch Monday

New York, January 10, 2026, 09:47 EST — Market closed Revolution Medicines shares jumped 10.7% to close at $118.64 on Friday, hitting a session high of $125.79 amid merger rumors. The Financial Times reported that Merck is negotiating a potential $28 billion to $32 billion acquisition of the biotech. (Financial Times) The timing matters. A deal with Revolution would give Merck a new oncology boost as patents on its top-selling cancer drug Keytruda expire later this decade. This would mark the largest pharma acquisition since Pfizer’s buyout of Seagen. (Reuters) The stock swung wildly on conflicting reports, including another round
Meta stock ends up after nuclear power deals as WhatsApp EU rules, China review loom

Meta stock ends up after nuclear power deals as WhatsApp EU rules, China review loom

New York, January 10, 2026, 09:36 (ET) — Market closed Meta Platforms announced 20-year deals to buy power from three Vistra nuclear plants and to collaborate on small modular reactors (SMRs) with Oklo and TerraPower. The company said the projects could deliver up to 6.6 gigawatts of nuclear energy by 2035. Executive Joel Kaplan described the move as making Meta “one of the most significant corporate purchasers of nuclear energy.” Meta’s shares last closed up 1.1% at $653.06, after swinging between $642.60 and $654.94. (reuters.com) Power is suddenly front and center in the AI race. Running and training massive models
Azul S.A. Sponsored ADR Pfd (AZULD) faces fresh dilution math after board tweaks debt-to-equity terms

Azul S.A. Sponsored ADR Pfd (AZULD) faces fresh dilution math after board tweaks debt-to-equity terms

NEW YORK, Jan 10, 2026, 09:40 EST — Market closed. Azul S.A.’s U.S.-traded sponsored preferred ADRs grabbed attention again after the Brazilian airline’s board greenlit changes to the mandatory conversion terms for debentures into preferred shares, according to meeting minutes released Friday. This change hits dilution head-on — determining who receives stock, the timing, and the conversion ratio. A debenture represents debt, while a “mandatory conversion” means that debt is forcibly turned into equity, usually increasing the total shares outstanding. The updated clause tightens the schedule. It now connects the conversion to a court “confirmation order” tied to Azul’s Chapter
Microsoft stock has a new AI-commerce catalyst as Copilot Checkout rolls out with PayPal

Microsoft stock has a new AI-commerce catalyst as Copilot Checkout rolls out with PayPal

NEW YORK, Jan 10, 2026, 09:35 EST — Market closed Microsoft Corp’s (MSFT.O) newest move to transform its Copilot chatbot into a shopping and checkout hub comes as investors begin recalibrating their 2026 AI revenue forecasts. The stock closed Friday slightly higher, gaining 0.2% to $479.28. Timing is key. Big tech has driven much of the index rally, yet traders are now questioning what follows the flashy AI demos — particularly for firms investing heavily in data centers, chips, and software to stay competitive. Megacaps have turned jittery amid a “show me” sentiment. Microsoft dropped 1.1% Thursday amid a tech
GOOG stock closed at $329 — the two dates now steering Alphabet (Google) shares

GOOG stock closed at $329 — the two dates now steering Alphabet (Google) shares

New York, Jan 10, 2026, 09:34 EST — Market closed. Alphabet’s Class C shares (GOOG) closed up 0.96% on Friday at $329.14, ending the week on a firmer footing as investors lined up the next set of company and policy catalysts. (Investing.com) The timing matters. GOOG is a bellwether in big-cap tech, and moves in the stock can sway index performance and risk appetite more broadly. Class C shares carry no voting rights, but they trade as one of the main liquid lines for Alphabet. Next week opens with inflation back in focus. The consumer price index (CPI), a broad
Amazon stock: Walmart-style mega-store plan near Chicago puts AMZN back in retail focus

Amazon stock: Walmart-style mega-store plan near Chicago puts AMZN back in retail focus

New York, Jan 10, 2026, 09:35 ET — Market closed Amazon.com Inc shares ticked up 0.4% on Friday, ending the day at $247.38. The move came after reports surfaced that Amazon plans to open a Walmart-style big-box store near Chicago. The S&P 500 climbed 0.65% on the session. (MarketWatch) The potential shift matters as it suggests Amazon is still aiming to expand its presence in physical retail, despite years spent experimenting with smaller store formats. A genuine “one-stop” shop would place it directly in the territory Walmart has dominated for decades. Investors are zeroing in on whether Amazon can leverage
TTM Technologies stock jumps 10% into weekend as traders eye Needham talk, Feb. earnings

TTM Technologies stock jumps 10% into weekend as traders eye Needham talk, Feb. earnings

New York, Jan 10, 2026, 09:47 EST — Market closed TTM Technologies shares surged 10.5% to $73.88 at Friday’s close, after swinging between $67.04 and $75.05 in the session. About 2.5 million shares changed hands. (Yahoo Finance) The jump lands days before management is due on stage at an investor conference, with quarterly results expected in early February. For a stock that has moved fast, the next two dates will do more than the last headline. (TTM Technologies, Inc.) It also came with risk appetite back in the driver’s seat. Wall Street set more record closes on Friday after December’s
Apple stock in focus: Evercore lifts AAPL target to $330 as earnings near and Apple Card deal sinks in

Apple stock in focus: Evercore lifts AAPL target to $330 as earnings near and Apple Card deal sinks in

New York, Jan 10, 2026, 09:35 EST — Market closed Evercore ISI bumped up its price target for Apple (AAPL.O) to $330 from $325 on Friday, keeping its Outperform rating intact. The firm cited solid iPhone demand ahead of the company’s earnings report later this month. It also raised its December-quarter revenue and EPS forecasts to $140.5 billion and $2.71, respectively—both above consensus estimates of $137.3 billion and $2.66. The broker highlighted strength in North America, China, and India, even as Europe showed some softness. (Investing.com) Apple’s report is crucial, coming as investors grow jittery over growth rates in megacap
Nvidia stock: What traders watch Monday after China H200 payment terms tighten

Nvidia stock: What traders watch Monday after China H200 payment terms tighten

NEW YORK, Jan 10, 2026, 09:35 EST — Market closed Nvidia shares dipped Friday, finishing at $184.86 as investors mulled over new developments around China demand and CES-related partnerships heading into the weekend. Nvidia is demanding full upfront payment from Chinese buyers of its H200 AI chips, Reuters reports, as it navigates uncertainty around Beijing’s approval process for shipments. This is crucial as the company attempts to revive a delicate revenue stream amid changing regulations, while buyers rush to secure supply. According to the report, the terms forbid cancellations, refunds, or configuration tweaks once an order is made. Meanwhile, Chinese
SanDisk stock jumps on report of big enterprise NAND price rise

SanDisk stock jumps on report of big enterprise NAND price rise

New York, Jan 10, 2026, 09:09 EST — Market closed SanDisk Corp (SNDK.O) shares jumped 12.8% to $377.41 in late Friday trading, following a report suggesting enterprise flash-memory prices could climb further. Nomura Securities highlighted that SanDisk’s NAND for enterprise SSDs might surge over 100% quarter on quarter in the March quarter, Tom’s Hardware reported. The stock fluctuated between $330.96 and $383.76 during the session. Why this matters now: NAND flash, the memory chip used in solid-state drives (SSDs), can shift profits quickly through contract pricing changes. A shift in enterprise pricing would directly impact a key thesis for the
Liquidia stock jumps 13% after $148M Yutrepia sales update; what investors watch next

Liquidia stock jumps 13% after $148M Yutrepia sales update; what investors watch next

New York, Jan 10, 2026, 09:08 ET — Market closed Key points: Liquidia Corporation shares climbed 12.9% on Friday to $35.86, extending a sharp run after the drugmaker laid out preliminary 2025 sales for its inhaled pulmonary hypertension drug, Yutrepia. The update matters because Yutrepia is now the engine of the story, not a promise. It is also a test of whether Liquidia can pry patients away from entrenched treatments in a market led by United Therapeutics’ treprostinil franchise. Liquidia said Yutrepia net product sales were about $90.1 million in the fourth quarter and $148.3 million for 2025, with 74%
SoundHound AI stock jumps 7% as Wall Street resets targets after CES demos

SoundHound AI stock jumps 7% as Wall Street resets targets after CES demos

New York, January 10, 2026, 08:26 (EST) — Market closed SoundHound AI, Inc. shares rose 6.7% to $11.75 at Friday’s close, after swinging between $11.15 and $12.31 in the session. About 39.3 million shares changed hands. The move comes as investors sift through a burst of CES headlines and analyst reactions around “agentic” voice AI — systems meant to take actions, not just answer questions — in cars and on consumer devices. SoundHound this week pitched new voice-commerce features at CES and highlighted an automotive tie-up with TomTom. DA Davidson cut its price target to $14 on Jan. 8 while

Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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