Today: 7 February 2026
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Amazon’s $125 billion AI spending spree has investors fixated on what happens in 2026

Amazon’s $125 billion AI spending spree has investors fixated on what happens in 2026

Seattle, January 6, 2026, 10:03 PST Amazon.com shares rose nearly 4% on Tuesday as investors again weighed the company’s outsize spending on artificial intelligence and data centers against the promise of faster growth in 2026. Shares were up about 3.7% at $241.67 in late morning trade. The scrutiny comes as U.S. tech giants pour tens of billions of dollars into the servers, chips and power-hungry facilities needed to train and run new AI models. Investors are pressing for clearer evidence that the spending will translate into sustained profit, not just weaker cash flow. For Amazon, the stakes are highest at
6 January 2026
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Carvana stock edges higher after COO share sales filing puts spotlight on insiders

Carvana stock edges higher after COO share sales filing puts spotlight on insiders

NEW YORK, Jan 6, 2026, 13:22 EST — Regular session Carvana Co. shares were up about 1% at $434.50 on Tuesday, giving the online used-car retailer’s stock a modest lift in regular U.S. trading. The move came after a regulatory filing showed Chief Operating Officer Benjamin Huston exercised stock options and sold 10,000 Class A shares in multiple trades on Jan. 2, after a small share withholding to cover taxes. The transactions were made under a Rule 10b5-1 plan, a preset trading program companies use to schedule trades in advance. SEC Why it matters now: Carvana’s stock has become a
6 January 2026
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Why Western Digital stock is jumping today: WDC rides CES-fueled AI storage rally

Why Western Digital stock is jumping today: WDC rides CES-fueled AI storage rally

New York, Jan 6, 2026, 13:08 EST — Regular session Western Digital shares jumped 15.8% to $217.54 in early afternoon trade on Tuesday, as investors piled back into data-storage names tied to AI infrastructure spending. AP News The move matters because storage and memory names have become a proxy for AI capital spending. Samsung co-CEO TM Roh called the current supply squeeze “unprecedented,” as makers divert capacity to high-bandwidth memory — specialized DRAM used in AI servers — and prices in some segments have more than doubled, TrendForce data show. Reuters Buying picked up as Wall Street weighed a fresh
6 January 2026
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Beam Therapeutics stock rises 5% after BofA lifts target to $45

Beam Therapeutics stock rises 5% after BofA lifts target to $45

New York, January 6, 2026, 13:08 (EST) — Regular session Beam Therapeutics (BEAM.O) shares rose about 5% to $28.24 by early afternoon on Tuesday after Bank of America raised its price target to $45 from $43 and kept a buy rating, according to a note carried by Futu News. The stock opened at $26.64, hit a session high of $30.49 and traded about 1.1 million shares. Futunn News The move mattered because traders were pushing up gene-editing stocks broadly, a space that often moves on analyst calls and conference headlines early in the year. CRISPR Therapeutics (CRSP.O) rose about 4.4%,
6 January 2026
Boeing stock rises as Bernstein lifts target to $277, but 737 supply signals stay in focus

Boeing stock rises as Bernstein lifts target to $277, but 737 supply signals stay in focus

New York, Jan 6, 2026, 13:03 EST — Regular session Shares of Boeing rose about 0.7% to $229.76 in early afternoon trade on Tuesday as Bernstein raised its price target to $277 from $267 and reiterated an Outperform rating. The stock traded between $227.39 and $231.57. TipRanks The upgrade lands as investors look for proof Boeing can lift jet output and turn higher deliveries into steadier cash generation. A BNP Paribas Equity Research report cited by Flying magazine said 737 MAX fuselage shipments from Spirit AeroSystems fell to the low 30s in December, below Boeing’s goal of 42 jets a
6 January 2026
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USA Rare Earth (USAR) stock rises again as Venezuela shock keeps rare-earth trade in focus

USA Rare Earth (USAR) stock rises again as Venezuela shock keeps rare-earth trade in focus

New York, January 6, 2026, 12:47 EST — Regular session USA Rare Earth shares rose 4.8% to $16.56 in midday trade on Tuesday, extending a sharp rally in U.S.-listed rare-earth names after Washington’s seizure of Venezuela’s leader jolted commodity-linked stocks. The Nasdaq-listed stock hit an intraday high of $17.31, with about 9.2 million shares traded. The gains come as investors reassess supply risks for rare earths — a group of metals used in high-strength permanent magnets found in everything from electric motors to military hardware. U.S. forces captured Venezuelan President Nicolas Maduro over the weekend and moved him to New
6 January 2026
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Johnson & Johnson stock ticks up on lupus drug data as earnings loom

Johnson & Johnson stock ticks up on lupus drug data as earnings loom

New York, January 6, 2026, 12:58 EST — Regular session Johnson & Johnson (JNJ.N) shares rose on Tuesday after the company reported positive mid-stage data for its experimental lupus drug nipocalimab and outlined plans for late-stage testing. The stock was up $1.10, or 0.5%, at $205.41 in midday New York trading. The update puts fresh focus on J&J’s drug pipeline at a time investors are leaning on healthcare for steadier earnings and dividends. New medicines are also a key lever for the company as it looks to offset slower growth in mature brands and keep pricing power in its core
6 January 2026
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Marvell stock whipsaws after $540 million XConn deal puts AI data-center switching in focus

Marvell stock whipsaws after $540 million XConn deal puts AI data-center switching in focus

New York, January 6, 2026, 13:09 ET — Regular session Marvell Technology, Inc. said on Tuesday it will acquire XConn Technologies for about $540 million, a bet on the high-speed links that stitch together AI data centers. Marvell shares were down about 1.1% at $89.26 after earlier rising as much as 4.3% and then turning lower. The move lands as chipmakers race to ease data bottlenecks inside AI servers, where moving information between chips can be as critical as raw compute. Switching silicon — chips that steer data traffic — can shape how quickly an AI model trains and how
6 January 2026
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Microchip Technology stock jumps 10% after MCHP boosts Q3 sales outlook

Microchip Technology stock jumps 10% after MCHP boosts Q3 sales outlook

New York, January 6, 2026, 12:40 EST — Regular session Microchip Technology Incorporated (MCHP) shares rose 10.2% to $73.93 in midday trading on Tuesday after the chipmaker lifted its fiscal third-quarter net sales outlook in a late-Monday update. The company now expects net sales of about $1.185 billion for the quarter ended Dec. 31, 2025, above its earlier $1.109 billion to $1.149 billion forecast, and said it would not hold a conference call on the update, with full results due Feb. 5. CEO Steve Sanghi said “our bookings activity was very strong in the December quarter,” referring to new orders,
6 January 2026
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Uber stock jumps after CES robotaxi debut with Lucid, Nuro as AV race heats up

Uber stock jumps after CES robotaxi debut with Lucid, Nuro as AV race heats up

New York, Jan 6, 2026, 12:56 EST — Regular session Uber Technologies’ shares rose about 5% to $84.93 in midday trading on Tuesday after it and partners Lucid Group and Nuro unveiled a production-intent robotaxi at the CES tech show in Las Vegas. The vehicle uses Nuro’s Level 4 system — meaning it can drive itself in limited areas without a human — and runs on Nvidia’s DRIVE AGX Thor computer, the companies said. Uber, which sold its self-driving unit to Aurora Innovation in 2020, said testing began in December ahead of a planned launch in the San Francisco Bay
6 January 2026
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Bank of America stock edges higher after Barclays target hike as earnings near

Bank of America stock edges higher after Barclays target hike as earnings near

New York, January 6, 2026, 12:44 PM ET — Regular session Bank of America Corp (BAC.N) shares edged up about 0.4% to $57.15 in midday trading on Tuesday, after Barclays raised its price target on the lender to $71 from $59 and kept an overweight rating, TheFly reported. The stock has traded between $56.73 and $57.42. TipRanks The move keeps attention on U.S. lenders as investors position for Friday’s monthly jobs report, known as nonfarm payrolls, which can shift expectations for the Federal Reserve’s interest-rate path. Rate bets matter for banks because they influence net interest income — the gap
6 January 2026
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Warby Parker stock jumps 9% as TD Cowen lifts target — what investors watch next

Warby Parker stock jumps 9% as TD Cowen lifts target — what investors watch next

New York, January 6, 2026, 12:48 (EST) — Regular session Warby Parker Inc shares rose about 9.3% to $25.42 in midday trading on Tuesday, after touching $25.93. The stock opened at $23.65 and volume topped 2.6 million shares. TD Cowen raised its price target to $26, a StreetInsider report showed. The move matters because Warby Parker has become a high-beta proxy for investors chasing consumer brands with a tech angle in the new year. Any shift in analyst tone can move a stock like WRBY quickly when positioning is light and liquidity is thin. Loop Capital named Warby Parker one
6 January 2026
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Stock Market Today

Alphabet stock drops for a fourth straight day as AI spending jitters linger

Alphabet stock drops for a fourth straight day as AI spending jitters linger

7 February 2026
NEW YORK, Feb 7, 2026, 09:00 ET — Market closed. Alphabet (GOOGL.O) shares closed down 2.53% at $322.86 on Friday, their fourth straight daily decline. With U.S. markets shut for the weekend, investors are left weighing the Google parent’s surge in planned spending against signs demand for its AI tools is real. (Investing.com) The stakes are bigger than one stock. Alphabet, Amazon, Microsoft and Meta have all pushed outlays higher for artificial intelligence, with the group expected to spend more than $630 billion this year; Alphabet alone has pointed to as much as $185 billion in capital spending, or capex
BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
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