Today: 7 February 2026
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Lockheed Martin stock jumps on Trump’s $1.5 trillion defense budget push — buyback ban still in play

Lockheed Martin stock jumps on Trump’s $1.5 trillion defense budget push — buyback ban still in play

NEW YORK, Jan 8, 2026, 10:08 EST — Regular session Lockheed Martin shares rose 7.4% to $533.71 on Thursday, leading a rebound in big U.S. defense names after President Donald Trump talked up a sharp increase in Pentagon spending. Northrop Grumman climbed 10.1% and RTX gained 5.5% in early New York trading. Trump said on Wednesday the 2027 U.S. military budget should be $1.5 trillion, well above the $901 billion approved by Congress for 2026, and suggested tariff revenue would help fund it. Capital Alpha Partners defense analyst Byron Callan said the post raised questions about where the money would
8 January 2026
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Applied Digital stock jumps after Q2 revenue triples, as new hyperscaler talks drive AI data-center push

Applied Digital stock jumps after Q2 revenue triples, as new hyperscaler talks drive AI data-center push

DALLAS, January 8, 2026, 09:10 CST Applied Digital shares rose about 7% in extended trading on Wednesday after the data-center operator reported fiscal second-quarter revenue above Wall Street estimates, buoyed by demand for facilities built for artificial-intelligence workloads. It posted revenue of $126.6 million for the quarter ended Nov. 30, beating analysts’ estimate of $88 million, LSEG data showed. Reuters The print lands as cloud groups and AI specialists scramble for places that can take a lot of power and deliver dense computing quickly. A “hyperscaler” is industry shorthand for a very large cloud provider that rents capacity in huge
8 January 2026
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BigBear.ai (BBAI) stock bounces after Cantor downgrade, with note conversion and share vote in focus

BigBear.ai (BBAI) stock bounces after Cantor downgrade, with note conversion and share vote in focus

New York, Jan 8, 2026, 09:46 (EST) — Regular session BigBear.ai Holdings, Inc. (BBAI) shares rose 2% to $6.11 in early New York trading on Thursday, recouping part of the prior session’s slide after Cantor Fitzgerald cut its rating. The stock fell 6.6% on Wednesday and ended at $5.99. stockanalysis.com The downgrade comes as investors focus on the company’s plan to clear a large piece of convertible debt. BigBear.ai said it has called for redemption of its 6.00% convertible senior secured notes due 2029 on Jan. 16, and expects to settle “substantially all” of that amount through conversions into stock
8 January 2026
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Snap stock slips as CEO Evan Spiegel files new share-sale disclosure

Snap stock slips as CEO Evan Spiegel files new share-sale disclosure

New York, Jan 8, 2026, 09:44 EST — Regular session Shares of Snap Inc fell about 2% in early trading on Thursday, extending a choppy week for the Snapchat owner after a fresh insider-trading filing flagged a sale by Chief Executive Evan Spiegel. The disclosure matters now because Snap’s stock has been moving on thin, sentiment-driven signals ahead of its next quarterly report, with investors still split on whether ad demand is firming or just bouncing. Insider sales do not always say much on their own, but they can weigh on short-term positioning when a stock is trying to build
8 January 2026
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Amazon stock today: AMZN ticks up as AWS self-driving deal and GPU pricing come into focus

Amazon stock today: AMZN ticks up as AWS self-driving deal and GPU pricing come into focus

New York, January 8, 2026, 09:32 EST — Regular session Amazon.com Inc (AMZN.O) shares rose 0.3% to $241.56 in early trading on Thursday after its cloud unit AWS expanded a partnership with German auto supplier Aumovio to speed up self-driving vehicle development using artificial intelligence. “The big accelerant in the industry has been the use of engineering AI,” AWS automotive and manufacturing boss Ozgur Tohumcu told Reuters. Reuters Why it matters now: investors are treating AWS as Amazon’s tell on corporate tech budgets, especially for AI-heavy workloads that need expensive computing power. A steady drumbeat of customer wins can matter
8 January 2026
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Meta stock drops as China opens scrutiny of Manus AI deal

Meta stock drops as China opens scrutiny of Manus AI deal

New York, Jan 8, 2026, 09:56 EST — Regular session Meta Platforms shares fell on Thursday after China’s commerce ministry said it would assess and investigate the company’s acquisition of artificial intelligence startup Manus. Reuters The move matters because Meta has been leaning hard into AI — both for ads and new consumer products — and any new friction around data or technology transfer can turn a small deal into a bigger risk question for investors. China’s statement also lands at a touchy moment for U.S. tech, with markets quick to reprice policy and regulatory surprises. Meta stock was down
8 January 2026
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Mobileye stock falls as $900 million humanoid-robot deal meets a reality check

Mobileye stock falls as $900 million humanoid-robot deal meets a reality check

New York, Jan 8, 2026, 09:46 EST — Regular session Shares of Mobileye Global (MBLY.O) fell 3.4% to $11.82 in early trading on Thursday, giving back some recent gains as investors digested the company’s push into humanoid robotics and fresh disclosure on its latest annual revenue. The stock traded between $11.73 and $12.50 after closing at $12.24 on Wednesday. The dip matters now because Mobileye is trying to widen its story beyond driver-assistance chips just as investors start to game out 2026 spending. A robotics acquisition can look like optionality in a slide deck; in the market, it quickly becomes
8 January 2026
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Apple stock slips today as Apple Card shifts to JPMorgan, payrolls and earnings loom

Apple stock slips today as Apple Card shifts to JPMorgan, payrolls and earnings loom

New York, Jan 8, 2026, 09:34 EST — Regular session Apple (AAPL.O) shares slid 0.8% to $260.33 in early trading on Thursday. The stock closed at $262.32 on Wednesday. The move keeps attention on Apple’s services and payments push, a piece of the story that tends to matter more when hardware demand looks harder to read. Investors have also started treating big-tech leadership as less stable than it looked a few months ago. The broader tape was cautious ahead of Friday’s U.S. nonfarm payrolls report, after data this week pointed to slower hiring even as layoffs stayed relatively low. “Both
8 January 2026
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Nokia Oyj stock slides in Helsinki as Kepler upgrade bounce fades ahead of Jan. 29 results

Nokia Oyj stock slides in Helsinki as Kepler upgrade bounce fades ahead of Jan. 29 results

Helsinki, Jan 8, 2026, 16:49 EET — Regular session Nokia shares fell about 4% to 5.534 euros in Helsinki on Thursday, giving back some of the prior session’s rise after an analyst upgrade, while another broker kept a bearish view. The stock has traded between 5.534 and 5.844 euros on the day and remains below its 52-week high of 6.650 euros, according to Investing.com data. Investing.com The pullback matters because Nokia is less than three weeks from its fourth-quarter and full-year report, due on Jan. 29, when it is expected to update investors on demand trends and its outlook. The
8 January 2026
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Micron stock slips as UBS, Piper lift targets to $400 ahead of New York megafab kickoff

Micron stock slips as UBS, Piper lift targets to $400 ahead of New York megafab kickoff

NEW YORK, Jan 8, 2026, 09:40 EST — Regular session Micron Technology Inc shares fell 1.1% to $339.55 in early trading on Thursday, after touching $342.50 and $336.33, as the chipmaker’s recent surge cooled. The moves matter because investors are trying to judge whether a tight memory market is turning into something more durable, driven by data centers building out artificial intelligence systems. Samsung Electronics this week forecast record quarterly operating profit as demand for memory chips used in AI applications lifted prices, a read-through for rivals that sell similar products. Reuters UBS lifted its price target on Micron to
8 January 2026
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Vale stock drops as iron ore rally cools and China policy bets get tested

Vale stock drops as iron ore rally cools and China policy bets get tested

NEW YORK, Jan 8, 2026, 09:45 EST — Regular session Vale S.A.’s U.S.-listed shares were down about 2.4% at $13.92 in early New York trade on Thursday, after swinging between $13.86 and $14.28 and giving back part of this week’s run-up. The stock closed at $14.26 on Wednesday. The pullback came as iron ore prices eased after a four-session climb, with traders wary of possible steps by Beijing to cool the market. Benchmark February iron ore on the Singapore Exchange slipped 0.78% to $108.2 a ton, while China’s most-traded May contract was flat at 816 yuan after earlier hitting its
8 January 2026
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Microsoft stock edges up after Fiserv expands Copilot rollout, with earnings next in focus

Microsoft stock edges up after Fiserv expands Copilot rollout, with earnings next in focus

NEW YORK, January 8, 2026, 09:44 EST — Regular session Microsoft Corp shares rose $5.02, or about 1.0%, to $483.47 on Thursday after payments technology firm Fiserv said it will deploy Microsoft 365 Copilot across its workforce and expand its use of Microsoft Foundry, an Azure-powered platform for building and running AI applications. “We’re transforming how Fiserv delivers the next generation of innovation for our clients,” Guy Chiarello, Fiserv’s vice chairman, said. Fiserv, Inc. The timing matters because Microsoft’s big pitch to investors is that enterprise customers will pay up for “Copilot” tools — generative AI features stitched into Office
8 January 2026
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Stock Market Today

Lumentum stock hits a record close — Citi raises target, insider filing lands ahead of Monday

Lumentum stock hits a record close — Citi raises target, insider filing lands ahead of Monday

7 February 2026
New York, Feb 7, 2026, 06:03 (EST) — Market closed. Lumentum Holdings Inc shares ended Friday at a record $551.99, up $47.14, or 9.3%, after briefly trading as high as $558.22. U.S. markets are shut on Saturday. The late-week jump kept the optics maker in view as investors track a swelling wave of spending on artificial intelligence infrastructure. Alphabet, Microsoft, Amazon and Meta said they expect more than $630 billion of combined spending in 2026, Reuters reported. (Reuters) Amazon alone projected $200 billion of capital spending this year, a figure that has sharpened the debate over payback but also underlined
Lucid stock jumps 14% as Dow tops 50,000 — what LCID investors watch next week

Lucid stock jumps 14% as Dow tops 50,000 — what LCID investors watch next week

7 February 2026
Lucid Group shares jumped 14% to $10.86 at Friday’s close, recovering from an 8% drop the previous day. The move followed a broad Wall Street rally that lifted high-volatility stocks. Lucid reported fourth-quarter deliveries of 5,345 vehicles and full-year deliveries of 15,841. Investors await Lucid’s Feb. 24 results for updates on cash and demand.
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