Today: 2 May 2026

Zeta Global stock jumps on OpenAI partnership, fueling short-squeeze chatter in AI trade

Zeta Global stock jumps on OpenAI partnership, fueling short-squeeze chatter in AI trade

Zeta Global shares surged nearly 9% Monday after announcing a partnership with OpenAI to power its Athena marketing tool, with expanded beta access and a full launch planned by the end of Q1. The move, revealed at CES 2026, fueled short-squeeze speculation as traders noted high short interest. Chip-related stocks also advanced. Major U.S. indexes closed higher, with the Dow up 1.23%.
Nvidia says Rubin chips are in full production at CES 2026 as Mercedes adopts DRIVE AV

Nvidia says Rubin chips are in full production at CES 2026 as Mercedes adopts DRIVE AV

Nvidia CEO Jensen Huang announced at CES that the company’s Vera Rubin AI platform is in full production and delivers five times the AI computing power of previous chips for chatbots and similar tasks. Rubin-based products will be available through partners in the second half of 2026. Nvidia said Rubin can cut inference token costs by up to 10 times and train models with four times fewer GPUs than its Blackwell platform.
UnitedHealth (UNH) stock gains after Barclays target hike as Jan. 27 earnings loom

UnitedHealth (UNH) stock gains after Barclays target hike as Jan. 27 earnings loom

UnitedHealth shares rose 1.7% to $342.02 Monday after Barclays raised its price target to $391 and reaffirmed an Overweight rating. The move came as investors positioned ahead of UnitedHealth’s Jan. 27 earnings and 2026 guidance. The stock traded between $333.86 and $346.83 on volume of 7.9 million shares. UnitedHealth remains well below its 52-week high of $606.36.
Rocket Lab Corporation stock rises after Cantor reiteration as investors track Neutron and Space Force work

Rocket Lab Corporation stock rises after Cantor reiteration as investors track Neutron and Space Force work

Rocket Lab shares closed at $78.15, up 2.8%, before slipping 0.7% after hours. The stock remains near a 52-week high after a December $816 million U.S. defense satellite contract win. Cantor Fitzgerald reiterated an Overweight rating and $72 price target. Investors await updates at Needham’s Growth Conference on Jan. 13–14.
JPMorgan stock hits record intraday high, crosses $900 billion value as banks lead Wall Street rally

JPMorgan stock hits record intraday high, crosses $900 billion value as banks lead Wall Street rally

JPMorgan shares jumped 2.6% to $334.04 Monday, lifting its market value above $900 billion after the bank launched a new advisory unit for top clients. Barclays raised its price target on the stock to $391. The S&P 500 financials index gained 2.2% as investors positioned for upcoming bank earnings and Friday’s U.S. jobs report. JPMorgan’s next results are due Jan. 13.
6 January 2026
Lam Research stock (LRCX) jumps 5% as CES 2026 AI headlines fuel chip-equipment rally

Lam Research stock (LRCX) jumps 5% as CES 2026 AI headlines fuel chip-equipment rally

Lam Research closed up 5.3% at $194.76 Monday, holding gains after hours as chip-equipment stocks rallied sharply. Applied Materials, KLA, and ASML each rose over 5%, outpacing the semiconductor ETF. Investors tracked CES news and awaited Lam’s Jan. 28 earnings report. Foxconn reported record Q4 revenue on strong AI product demand.
Goldman Sachs stock jumps after Industry Ventures deal closes; Barclays lifts target ahead of earnings

Goldman Sachs stock jumps after Industry Ventures deal closes; Barclays lifts target ahead of earnings

Goldman Sachs shares climbed 3.8% after hours to $948.44 following news it closed its acquisition of Industry Ventures. Barclays raised its Goldman price target to $1,048 from $850, maintaining an Overweight rating. The S&P 500 financials index rose 2.2% Monday, with major banks hitting record highs. Goldman reports fourth-quarter results on Jan. 15.
Exxon stock rises after-hours on Venezuela oil pivot; what XOM investors watch next

Exxon stock rises after-hours on Venezuela oil pivot; what XOM investors watch next

Exxon shares rose 2.2% to $125.36 in after-hours trading Monday after President Trump announced U.S. plans to take control of Venezuela and pursue its oil reserves. J.P. Morgan analysts estimate Exxon’s Venezuela arbitration damages at about $2 billion. Chevron gained over 5% in extended trading. Industry meetings in Washington and Exxon’s Jan. 7 filing are expected next.
6 January 2026
Eli Lilly stock slides as Novo’s Wegovy pill hits U.S. market and revives price pressure fears

Eli Lilly stock slides as Novo’s Wegovy pill hits U.S. market and revives price pressure fears

Eli Lilly shares fell 3.6% to $1,041.51 in after-hours trading Monday after Novo Nordisk launched a pill version of its Wegovy weight-loss drug in the U.S. Novo’s shares rose 5.2% as investors reacted to new pricing and distribution details. Lilly’s stock traded as low as $1,034 earlier in the session. Investors await commentary at the J.P. Morgan Healthcare Conference and Lilly’s earnings call.
Intel stock whipsaws ahead of CES Panther Lake debut as 18A chipmaking bet comes due

Intel stock whipsaws ahead of CES Panther Lake debut as 18A chipmaking bet comes due

Intel closed down 0.03% at $39.37 after a volatile session ahead of its CES update on the Panther Lake chip, the first high-volume product on its 18A process. Melius Research upgraded the stock to “buy” with a $50 target. Shares traded heavily, opening at $41.68 and hitting a low of $39.28 before settling near flat. Investors await details on manufacturing progress at the company’s 6 p.m. ET CES event.

Stock Market Today

  • SoundHound AI Shares Surge 20.1% on Heavy Volume Amid Mixed Analyst Ratings
    May 2, 2026, 4:57 PM EDT. SoundHound AI's (NASDAQ:SOUN) shares jumped 20.1% to $9.56 on Friday, buoyed by a 151% surge in trading volume to over 67 million shares. The speech AI company posted quarterly revenue of $55.06 million, beating estimates, but still operates at a loss with a negative net margin of 8.71%. Analyst sentiment remains mixed: while DA Davidson and HC Wainwright maintain buy ratings, some remain neutral or bearish, resulting in an average 'Moderate Buy' consensus with a $14.93 target price. Insider selling also took place, with the SVP offloading 31,019 shares. The stock's high beta of 2.71 signals increased volatility as investors weigh growth prospects against profitability challenges.

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Eaton Stock Just Hit a Fresh High. Tuesday’s Earnings May Decide What Comes Next

Eaton Stock Just Hit a Fresh High. Tuesday’s Earnings May Decide What Comes Next

2 May 2026
Eaton shares fell 1.7% to $425.55 Friday after hitting a 52-week high of $435.43 during the session. The company reports first-quarter earnings before the NYSE opens on May 5. Investors are focused on whether AI data-center demand can offset weaker industrial and mobility markets. Eaton recently announced a $30 million investment in a new switchgear facility in Nebraska.
The Walt Disney Company’s ABC License Review Puts DIS Stock on Watch Before Earnings

The Walt Disney Company’s ABC License Review Puts DIS Stock on Watch Before Earnings

2 May 2026
The FCC has ordered Disney’s ABC to file early license renewals for eight major TV stations by May 28, citing possible violations of anti-discrimination rules. FCC Chair Brendan Carr denied White House involvement and said the review concerns diversity practices, not programming. The order comes days before Disney reports quarterly results. Disney shares closed Friday at $103.08.
Constellation Energy Stock Faces Calpine Test After Investors Reject DEI Report Bid

Constellation Energy Stock Faces Calpine Test After Investors Reject DEI Report Bid

2 May 2026
Constellation Energy shareholders rejected a proposal to review the financial risks and returns of its DEI initiatives by 251.5 million votes to 3.0 million, SEC filings show. Investors approved all management proposals, including board nominees and executive pay. The failed DEI measure was submitted by the National Center for Public Policy Research. Constellation shares last closed at $307.81, down 1.7%.
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