Nebius (NBIS) stock bounces back near $100 as Nvidia Rubin talk keeps AI cloud names jumpy

Nebius (NBIS) stock bounces back near $100 as Nvidia Rubin talk keeps AI cloud names jumpy

NEW YORK, January 8, 2026, 13:18 EST — Regular session Nebius Group N.V. shares rose about 4% on Thursday, climbing back toward $100 after sliding the prior session, as investors kept trading around the AI cloud name’s next-generation GPU plans. The Nasdaq-listed stock was last up 3.8% at $100.03, after opening at $96.99 and swinging between $96.06 and $102.49; Nvidia fell about 2% while AI infrastructure peer CoreWeave edged higher. The move matters because Nebius has become a volatile way to play the scramble for graphics processing units (GPUs) — chips used to train and run large AI models —
Leonardo DRS stock pops 8% as Trump’s $1.5 trillion defense budget call lifts contractors

Leonardo DRS stock pops 8% as Trump’s $1.5 trillion defense budget call lifts contractors

New York, Jan 8, 2026, 13:17 (EST) — Regular session Leonardo DRS shares climbed about 7.5% on Thursday, extending a sharp run higher as defense stocks rallied in early afternoon New York trade. The move followed President Donald Trump’s call for a $1.5 trillion U.S. military budget for 2027, far above the $901 billion approved for 2026, which pushed investors back into defense names. “There is significant uncertainty associated with a final defense budget,” RBC Capital Markets analysts led by Ken Herbert wrote. Reuters In the broader market, defense shares stood out even as tech stocks dragged on the Nasdaq,
Chevron stock rises as White House pulls traders into Venezuela oil talks

Chevron stock rises as White House pulls traders into Venezuela oil talks

New York, Jan 8, 2026, 13:15 EST — Regular session Chevron Corp (CVX) was up 2.1% at $158.49 in early afternoon New York trade on Thursday, after closing at $155.20 in the previous session. The move tracked a fresh burst of Venezuela headlines that traders have been using as a quick read on oil supply and U.S. policy. The Trump administration has invited the bosses of commodity trading houses Vitol and Trafigura to the White House on Friday for talks on marketing Venezuelan oil, four sources familiar with the matter told Reuters. “U.S. majors are central to production, but large
AeroVironment stock jumps as Trump’s $1.5T defense budget call lifts AVAV

AeroVironment stock jumps as Trump’s $1.5T defense budget call lifts AVAV

New York, Jan 8, 2026, 13:26 (EST) — Regular session AeroVironment Inc shares (AVAV) rose about 7% on Thursday, tracking a broad jump in defense stocks. The stock was up $21.72 at $340.20, after swinging between $338.00 and $371.20, with about 2.26 million shares traded. The move followed President Donald Trump’s call for a $1.5 trillion U.S. military budget in 2027, well above the $901 billion Congress approved for 2026, and investors bought the idea before seeing the details. “It raises questions about where the funds would be directed,” Byron Callan, a defense analyst at Capital Alpha Partners, told Reuters.
CoreWeave stock rises as Wells Fargo trims target and insiders signal sales

CoreWeave stock rises as Wells Fargo trims target and insiders signal sales

NEW YORK, Jan 8, 2026, 13:07 EST — Regular session CoreWeave shares rose 1.6% to $78.43 on Thursday, after Wells Fargo cut its price target on the AI cloud firm while keeping a buy-equivalent rating. The stock ranged between $76.03 and $79.92. Futu News The calls land at a moment when investors are trying to pin down what “AI infrastructure” is worth once you strip out the excitement and look at debt, buildout timing and cash needs. CoreWeave’s shares have swung sharply in recent months, including after the company previously warned of revenue pressure tied to delays in bringing data
Coinbase stock rises on BofA upgrade even as bitcoin slips toward $90,000

Coinbase stock rises on BofA upgrade even as bitcoin slips toward $90,000

NEW YORK, January 8, 2026, 13:16 EST — Regular session Coinbase Global shares were up 1.4% at $249.42 on Thursday after Bank of America upgraded the crypto exchange to “Buy,” giving the stock a company-specific boost in a market still tied to bitcoin’s mood swings. TipRanks The timing matters because Coinbase’s results still lean heavily on how much people trade crypto, and volumes can dry up fast when prices slide. This week’s pullback in bitcoin has put that link back on the screen. At the same time, investors have been watching whether Coinbase can turn itself into more of an
Smurfit Westrock stock jumps 8% as analysts flag North America “reset” and packaging peers climb

Smurfit Westrock stock jumps 8% as analysts flag North America “reset” and packaging peers climb

New York, Jan 8, 2026, 13:08 EST — Regular session Smurfit Westrock plc (SW) shares jumped about 8% in early afternoon trade on Thursday, rebounding a day after a sharp drop as a TipRanks report pointed to a profit-focused “reset” in North America. The stock was up $3.27 at $42.91, after trading between $39.51 and $42.91. The move matters because Smurfit Westrock has become a quick-read stock for box demand, a proxy for how much goods move through retail and e-commerce. It closed Wednesday at $39.64, down 3.2% on the day and about 29% below its 52-week high of $56.05,
Trex (TREX) stock jumps nearly 9% after Wolfe upgrade as rate bets stay in focus

Trex (TREX) stock jumps nearly 9% after Wolfe upgrade as rate bets stay in focus

New York, January 8, 2026, 13:01 (EST) — Regular session Shares of Trex Company, Inc (TREX) rose 8.6% to $39.65 by 1:01 p.m. EST on Thursday. The stock opened at $36.10 and hit a session high of $39.66 after Wolfe Research upgraded it to Outperform. The move matters because Trex has been trying to claw back confidence after a steep 2025 slide, while investors debate how durable demand is for outdoor-living projects. Wolfe set a $47 price target and said the stock’s 2025 drop left it trading at about 12.3 times its 2026 EV/EBITDA — a debt-adjusted valuation measure —
VNET stock jumps nearly 10% as 21Vianet rides a China tech bid — what traders watch next

VNET stock jumps nearly 10% as 21Vianet rides a China tech bid — what traders watch next

New York, Jan 8, 2026, 12:56 ET — Regular session VNET Group Inc shares jumped nearly 10% on Thursday, rising 9.8% to $10.22 by midday trading and touching a session high of $10.22. About 3.6 million shares had changed hands by 12:48 p.m. ET, after the stock opened at $9.50. The gains put the spotlight back on China-focused data-center stocks, a corner of the market investors use to price demand for computing power tied to artificial intelligence. It’s a small group, prone to big swings, and it tends to move on sentiment as much as on statements. In Hong Kong,
RTX stock swings after Trump calls for $1.5 trillion military budget, targets buybacks

RTX stock swings after Trump calls for $1.5 trillion military budget, targets buybacks

NEW YORK, Jan 8, 2026, 13:10 EST — Regular session RTX Corp (RTX.N) shares rose 1.3% to $188.09 in afternoon trading on Thursday, after earlier touching $197.00. The stock has seesawed as President Donald Trump pressed for a bigger Pentagon budget while warning defense contractors over dividends and buybacks. Trump said on Wednesday the 2027 U.S. military budget should be $1.5 trillion, well above the $901 billion approved for 2026, sparking a fresh bid for defense names in early trade. Northrop Grumman jumped 8.3% and Lockheed Martin rose 6.4%, while RTX climbed 3.7% and General Dynamics gained 3%, the report
IREN stock jumps 6% in Nasdaq trade as bitcoin miners rebound; CES buzz and payrolls ahead

IREN stock jumps 6% in Nasdaq trade as bitcoin miners rebound; CES buzz and payrolls ahead

New York, Jan 8, 2026, 12:58 EST — Regular session IREN Limited (NASDAQ: IREN) shares were up about 6.3% at $46.38 in midday trading on Thursday, after swinging between $42.69 and $47.57 earlier in the session. The move matters because IREN has become a fast, levered way to trade two themes at once: bitcoin-linked cash flows and demand for AI data center capacity. This week’s CES headlines have kept the AI side in play, while macro data on Friday could swing risk appetite across the tape. https://techcrunch.com/2026/01/06/ces-2026-everything-revealed-from-nvidias-debuts-to-amds-new-chips-to-razers-ai-oddities/ Bitcoin was little changed around $91,000, but U.S.-listed miners were mostly higher. Marathon
Simply Good Foods stock jumps on Q1 results and a bigger buyback plan as margins bite

Simply Good Foods stock jumps on Q1 results and a bigger buyback plan as margins bite

New York, Jan 8, 2026, 13:00 (ET) — Regular session. Shares of The Simply Good Foods Company (SMPL.O) rose about 8.5% to $21.02 in early afternoon trading on Thursday after the maker of Quest and Atkins snacks reported quarterly results and expanded its stock repurchase plan. The stock touched $22 earlier in the session. Simply Good Foods said fiscal first-quarter net sales for the 13 weeks ended Nov. 29, 2025 slipped 0.3% to $340.2 million and net income fell to $25.3 million, or 26 cents a share. Adjusted diluted earnings, which exclude some acquisition and other one-off costs, were 39

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Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

7 February 2026
New York, Feb 7, 2026, 02:50 EST — Market closed Rio Tinto’s U.S.-listed shares closed higher on Friday after the miner said it would not pursue a merger with Glencore, ending weeks of deal talk that had hung over the sector. The stock finished at $93.37, up about 2.5% on the day. (https://finance.yahoo.com/quote/RIO/history/) The move matters because the market had started to price in a rare industry shake-up — and the risk that Rio might have to pay up to get it done. By walking away, Rio removed one uncertainty but left investors with the same old question: can it
iFAST share price drops 3% as markets shut; earnings next week in focus

iFAST share price drops 3% as markets shut; earnings next week in focus

7 February 2026
iFAST shares fell 3.2% to S$9.64 in heavy trading Friday, closing near the day’s low as investors awaited FY2025 results due Feb. 12. The stock is about 13% below its 52-week high. iFAST recently agreed to buy a 30% stake in Financial Alliance for S$19.6 million, pending regulatory approval. Assets under administration stood at S$30.62 billion as of Sept. 30.
Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

7 February 2026
Sembcorp shares closed at S$6.05 on Friday, down 0.33%, as Singapore’s STI dropped 0.8%. Shareholders approved the A$6.5 billion Alinta Energy takeover on Jan 30, but the deal still faces regulatory and closing conditions. Sembcorp will release FY2025 results on Feb 25 before market open. Trading volume reached about 4.3 million shares.
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