Today: 4 May 2026

Applied Materials stock drops again as China’s “50% local tools” push weighs on AMAT

Applied Materials stock drops again as China’s “50% local tools” push weighs on AMAT

Applied Materials shares fell 1.1% to $256.99 Wednesday, extending a two-day slide as China moved to require chipmakers to use at least 50% domestic equipment for new semiconductor plants, Reuters reported. Lam Research dropped 1.5% and KLA lost 2.3%. TSMC said it received a U.S. export license for its Nanjing fab, allowing continued equipment shipments. Trading in Applied was light, with the stock closing about 7% below its recent high.
1 January 2026
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Marvell (MRVL) stock drops 2% into year-end close as chip trade cools — what’s next

Marvell (MRVL) stock drops 2% into year-end close as chip trade cools — what’s next

Marvell Technology shares fell 2.1% to $84.98 Wednesday on volume of 7.2 million as the Nasdaq and S&P 500 closed lower in thin year-end trading. Marvell’s $3.25 billion Celestial AI acquisition is expected to close in Q1 2026, per SEC filings. CEO Matt Murphy projects $10 billion in fiscal-year revenue, with data center sales up 25%. U.S. markets close Thursday for New Year’s and reopen Friday.
1 January 2026
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Nebius Group (NBIS) stock falls as insider sale filings surface ahead of Jan. 2 trading restart

Nebius Group (NBIS) stock falls as insider sale filings surface ahead of Jan. 2 trading restart

Nebius Group N.V. shares fell 1.7% to $83.71 after U.S. filings showed insiders plan to sell Class A shares in early January. Form 144 notices listed Arkadiy Volozh proposing to sell 41,000 shares, with smaller sales from three other insiders. About 7.1 million shares traded Wednesday. The S&P 500 and Nasdaq Composite both declined, with technology stocks under pressure.
1 January 2026
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Qualcomm stock slides in thin year-end trade; QCOM turns to Feb. 4 earnings next

Qualcomm stock slides in thin year-end trade; QCOM turns to Feb. 4 earnings next

Qualcomm closed down 1.5% at $171.05 in the final U.S. trading session of 2025, trailing some semiconductor peers as Wall Street ended the year lower. Trading volume was 4.5 million shares, less than half its 50-day average. The stock finished about 17% below its 52-week high. Markets reopen Jan. 2 after the New Year holiday, with the Federal Reserve’s next policy meeting set for Jan. 27–28.
1 January 2026
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Johnson & Johnson stock ends 2025 steady as Halda deal closes and Barclays hikes target

Johnson & Johnson stock ends 2025 steady as Halda deal closes and Barclays hikes target

Johnson & Johnson closed its $3.05 billion acquisition of Halda Therapeutics, saying the deal will cut adjusted EPS by $0.20 between late 2025 and 2026. JNJ shares edged up 0.02% to $206.95 as the S&P 500 fell 0.74% on the year’s final trading day. Barclays raised its price target to $217, maintaining an Equal Weight rating. The company will discuss its 2026 outlook on Jan. 21.
1 January 2026
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Sandisk sets Jan. 29 earnings date; SNDK dips after-hours as NAND outlook comes into focus

Sandisk sets Jan. 29 earnings date; SNDK dips after-hours as NAND outlook comes into focus

Sandisk will report fiscal second-quarter results on Jan. 29, 2026, after shares fell 1.2% to $237.38 in thin after-hours trading. The company recently posted first-quarter revenue of $2.31 billion and forecast second-quarter revenue of $2.55–$2.65 billion. Investors are focused on NAND flash pricing and data-center demand heading into 2026. Sandisk joined the S&P 500 in November after separating from Western Digital.
1 January 2026
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10% yield play on Lululemon draws options interest as SM Energy tops investor search lists

10% yield play on Lululemon draws options interest as SM Energy tops investor search lists

Trefis outlined a put-options trade on Lululemon targeting a 10.5% annualized yield as shares trade near $210, about 50% below their 52-week high. TheStreet Pro noted Lululemon’s forward valuation now trails the S&P 500. Founder Chip Wilson is backing new board nominees, signaling a proxy fight. Zacks reported SM Energy as heavily searched, with earnings estimates down 4.8% in 30 days.
1 January 2026
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Costco stock slips into year-end as investors focus on Jan. 7 sales report

Costco stock slips into year-end as investors focus on Jan. 7 sales report

Costco shares slipped 0.1% to $864.37 in thin year-end trading Wednesday, ahead of its December sales report due Jan. 7. The stock moved between $862.25 and $867.76 as investors weighed lighter holiday volumes and awaited signals on consumer demand and interest rates. The SPDR S&P Retail ETF fell 0.3%; Walmart dropped 0.2%. The Federal Reserve’s latest minutes showed officials split on future rate moves.
1 January 2026
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Rigetti (RGTI) stock ends 2025 lower as year-end selling hits quantum names — what to watch next

Rigetti (RGTI) stock ends 2025 lower as year-end selling hits quantum names — what to watch next

Rigetti Computing shares closed down 1.2% at $22.15 Wednesday, then rose to $22.26 in late trading. Other U.S.-listed quantum computing stocks also slipped as Wall Street ended 2025 lower on thin volume. The S&P 500 finished the year up 16.39%, Nasdaq up 20.36%. U.S. markets will be closed Thursday for New Year’s Day.
1 January 2026
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Verizon stock today: VZ ends 2025 nearly flat as investors circle Jan. 30 earnings, dividend dates

Verizon stock today: VZ ends 2025 nearly flat as investors circle Jan. 30 earnings, dividend dates

Verizon closed up 0.1% at $40.73 in the year’s final session, with little movement ahead of its Jan. 30 earnings webcast. The NYSE will close Jan. 1 for New Year’s Day and reopen Jan. 2. Verizon’s next dividend payout is $0.69 a share, ex-dividend Jan. 12. Investors await updates on its $20 billion Frontier deal and key subscriber metrics.
1 January 2026
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Stock Market Today

  • GSK Share Price Dips Amid Pipeline Developments; Valuation Viewed as Undervalued at £19.01
    May 3, 2026, 5:56 PM EDT. GSK (LSE:GSK) shares slipped 1.4% on the day and 5.9% over the past week, pulling back 11.3% in a month after earlier gains this year. Despite this, the healthcare giant shows a 36.6% total return over one year, suggesting cooling momentum after strong gains. Analysts place GSK's fair value at around £78, far above the current share price near £19, implying significant undervaluation. This valuation hinges on successful late-stage drug approvals and upcoming regulatory decisions, including an FDA ruling expected soon. Key executives will present insights at major healthcare conferences this week, underscoring critical upcoming catalysts. Investors should weigh the optimistic outlook against risks tied to trial outcomes and regulatory reviews before reassessing their position in GSK stock.

Latest article

X-Energy’s $1 Billion Nuclear IPO Faces Its First Test After Wall Street Pop

X-Energy’s $1 Billion Nuclear IPO Faces Its First Test After Wall Street Pop

3 May 2026
X-Energy shares closed Friday at $30.53, up 33% from the $23 IPO price but down from last week’s high. Kentucky utilities LG&E and KU are studying deployment of X-Energy’s Xe-100 small modular reactor after the state approved new nuclear site-readiness grants. The company has yet to deliver a commercial reactor, with licensing, fuel, and construction still pending.
Bitmine’s $23 Million Ethereum Deal Puts BMNR Stock Back in the Spotlight

Bitmine’s $23 Million Ethereum Deal Puts BMNR Stock Back in the Spotlight

3 May 2026
The Ethereum Foundation sold 10,000 ETH to Bitmine Immersion Technologies for about $22.9 million in a private deal, bringing Bitmine’s holdings to over 5 million ETH, or 4.2% of the total supply. The transaction was completed at an average price of $2,292.15 per ETH. BMNR last closed at $21.88 on Friday. Ether traded near $2,327.
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