Today: 8 July 2026

AMD stock climbs as KeyBanc keeps $270 target, flags tight server CPU supply into 2026

AMD stock climbs as KeyBanc keeps $270 target, flags tight server CPU supply into 2026

KeyBanc maintained its Overweight rating on Advanced Micro Devices, signaling expectations the stock will outperform, and held firm on a $270 price target ahead of the chipmaker’s Feb. 3 earnings. The firm noted hyperscalers—the massive cloud providers—are already securing capacity through 2026, leaving AMD nearly sold out of server CPUs well into that year. This tight demand could drive 10%-15% price hikes. KeyBanc also forecasted 2026 AI GPU revenue between $14 billion and $15 billion. AMD shares rose 1.6% to $253.73 in after-hours trading, notching roughly a 90% gain over the past year. The note arrives amid bets that the AI data-center buildout will continue driving chip demand through 2026, despite the broader semiconductor sector wobbling over growth concerns. For AMD, the immediate issue is whether constrained server supply allows it to hike prices and protect margins—not simply boost shipments.
23 January 2026
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Ovo’s £2.7m payout: Vulnerable customers waited 19 months for bill support

Ovo’s £2.7m payout: Vulnerable customers waited 19 months for bill support

Britain’s energy regulator has ordered Ovo to pay more than £2.7 million in compensation after thousands of vulnerable customers waited months for a government-backed electricity bill discount that should have arrived during the winter. The ruling lands as households remain sensitive to energy costs and as regulators push suppliers to treat vulnerable customers as a priority, not an afterthought. Delays matter most in winter, when cold weather can turn a missed rebate into a health risk.
23 January 2026
Disney stock price stalls near $113 as proxy filing puts CEO pick in “early 2026” focus

Disney stock price stalls near $113 as proxy filing puts CEO pick in “early 2026” focus

New York, January 22, 2026, 19:56 EST — after-hours. Shares of The Walt Disney Company were mostly flat in after-hours trading Thursday following a proxy filing that set a virtual annual meeting for March 18. The filing also revealed the board plans to appoint its next CEO in early 2026. Disney's stock edged up 4 cents, or roughly 0.04%, to $113.21, after fluctuating between $112.20 and $114.24 during the regular session. Chairman James P. Gorman described succession planning as a “top priority.”
23 January 2026
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U.S. Bancorp stock flirts with a 52-week high as bond sale and Fed week come into view

U.S. Bancorp stock flirts with a 52-week high as bond sale and Fed week come into view

New York, Jan 22, 2026, 20:18 EST — Market closed Shares of U.S. Bancorp climbed 1.28% to $56.18 on Thursday, marking a second consecutive gain and closing just shy of a 52-week high. The day’s trading volume more than doubled the 50-day average. USB outperformed Bank of America but fell short of Wells Fargo, as U.S. equities wrapped up the session higher.
23 January 2026
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Intuitive Surgical stock whipsaws after Q4 beat as 2026 da Vinci outlook and tariffs hit focus

Intuitive Surgical stock whipsaws after Q4 beat as 2026 da Vinci outlook and tariffs hit focus

NEW YORK, Jan 22, 2026, 19:45 EST — After-hours Intuitive Surgical shares edged up about 0.4% to $525.81 in volatile after-hours trading Thursday, following a quarterly earnings report that topped Wall Street’s profit and revenue forecasts. The stock fluctuated between $511.73 and $548 as investors digested a 2026 outlook that includes higher tariff expenses—a key concern for a company manufacturing most of its da Vinci instruments and accessories in Mexico.
23 January 2026
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Stock Market Today

  • Alphabet Falls Premarket as Investors Question AI Spending, Cloud Outlook
    July 8, 2026, 7:17 AM EDT. Alphabet slipped 1.36% to $362.04 before the bell on July 8. Shares came under pressure as the company's $180-$190 billion 2026 capex plan, driven by AI and cloud, fueled concerns about spending and returns. Q1 Search paid clicks rose 13% and Google Cloud shows a $462 billion backlog, but investors want to know if these numbers will start showing up in cash flow before rising debt, stock sales, and legal bills hit valuation. Tech stocks overall were weak; chip ETFs lost 5.3%, showing market concerns that AI investment might not pay off. Amazon's $25 billion AI bond deal pointed to funding stress for the sector's biggest names. Alphabet now trades at a price-to-earnings ratio in line with Amazon and Nvidia, as the market remains focused on growth and capex control.
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