Today: 7 February 2026
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Applied Materials stock hits a fresh record — what’s driving AMAT’s outsized rally today

Applied Materials stock hits a fresh record — what’s driving AMAT’s outsized rally today

New York, January 5, 2026, 11:59 ET — Regular session Applied Materials (AMAT.O) shares were up about 6.7% at $286.96 on Monday, after touching an intraday record of $287.68. The chipmaking-equipment supplier is a lever on capital spending: it sells wafer-fab tools, the machines used to manufacture semiconductors, so sentiment can swing quickly with expectations for customer spending. Reuters The stock’s move tracked a sharp bid for the equipment group. Lam Research rose about 6.3% and KLA gained roughly 7.2%, while U.S.-listed ASML added nearly 6%. In Europe, ASML shares climbed after Bernstein upgraded the stock to “outperform” from “market
5 January 2026
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Vancouver SkyTrain turns 40 — TransLink’s anniversary message is about what comes next

Vancouver SkyTrain turns 40 — TransLink’s anniversary message is about what comes next

Vancouver, Jan 5, 2026, 08:44 PST Metro Vancouver’s SkyTrain marked 40 years since it began paid service on Jan. 3, 1986, after a short free trial period, Global News reported. Global News The anniversary matters beyond nostalgia because TransLink is trying to add capacity and extend rapid transit at a time when demand for fast, frequent service is shaping where the region builds and how people commute. TransLink said SkyTrain has quadrupled from its original 21-kilometre network, and that last year the Expo and Millennium lines averaged nearly 349,000 weekday boardings — trips taken on an average weekday. The agency
5 January 2026
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IREN Limited stock jumps 10% as bitcoin climbs; traders eye U.S. jobs report next

IREN Limited stock jumps 10% as bitcoin climbs; traders eye U.S. jobs report next

New York, January 5, 2026, 11:40 EST — Regular session Shares of IREN Limited jumped about 10% in morning trading on Monday as bitcoin rebounded, pulling crypto-linked stocks higher. The Nasdaq-listed stock was up $4.42 at $47.12 by 11:40 a.m. EST, after trading between $43.64 and $47.21, while bitcoin rose about 2.8% to $93,836. The move matters because IREN has become a high-beta bet on both crypto prices and the buildout of computing power for artificial intelligence. Miners’ shares often swing more than bitcoin because revenue tracks the coin price while power and other operating costs tend to move more
5 January 2026
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Lam Research stock jumps 6% as chip-tool rally builds on BofA AI call ahead of CES

Lam Research stock jumps 6% as chip-tool rally builds on BofA AI call ahead of CES

New York, January 5, 2026, 11:54 (EST) — Regular session Lam Research stock climbed about 6.4% to $196.90 in late-morning New York trading on Monday, valuing the chip equipment maker at about $162 billion. The shares touched $198.34 earlier in the session, market data showed. The move matters because investors treat chip-tool suppliers as a direct read on capital spending by chipmakers building capacity for AI workloads. Lam sells the machines used to etch and deposit materials on silicon wafers, a key step in making advanced chips and memory. Optimism got a lift from a Bank of America note on
5 January 2026
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Coinbase stock jumps after Goldman upgrade as Bitcoin trades near $94,000 — what investors watch next

Coinbase stock jumps after Goldman upgrade as Bitcoin trades near $94,000 — what investors watch next

New York, Jan 5, 2026, 11:57 EST — Regular session Coinbase Global (COIN.O) shares rose about 7% to $253.63 in late-morning trade on Monday after a Goldman Sachs upgrade put the crypto exchange back on traders’ buy lists. The call matters now because crypto-linked stocks are moving with a fresh leg higher in bitcoin, and investors have been looking for reasons to own the larger “picks-and-shovels” names rather than smaller, more volatile plays. For Coinbase, the immediate question is whether the company can keep shifting its business mix toward steadier revenue streams as crypto trading ebbs and flows with price
5 January 2026
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NuScale Power stock jumps 16% as House sets ‘New Nuclear Era’ hearing — what’s next for SMR

NuScale Power stock jumps 16% as House sets ‘New Nuclear Era’ hearing — what’s next for SMR

New York, January 5, 2026, 11:38 EST — Regular session NuScale Power Corp shares rose 16.1% to $18.93 in late morning trading on Monday. The stock ranged from $16.83 to $19.23, with about 36.3 million shares traded. The jump underscores how quickly traders are repricing small nuclear-reactor names on policy signals early in the year. For companies still years away from meaningful revenue, the prospect of faster approvals can dominate the tape. That focus sharpened after the House Energy and Commerce Committee said it will hold a January 7 hearing titled “American Energy Dominance: Dawn of the New Nuclear Era,”
5 January 2026
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EOSE stock rises as Eos Energy extends storage trade; options buzz keeps traders on edge

EOSE stock rises as Eos Energy extends storage trade; options buzz keeps traders on edge

New York, Jan 5, 2026, 11:36 (EST) — Regular session Shares of Eos Energy Enterprises Inc rose 1.9% to $13.22 on Monday, building on a sharp move from the prior session as traders leaned into long-duration energy storage names. The stock, which trades on the Nasdaq under the symbol EOSE, touched $13.55 at the highs and traded as low as $13.01. The move matters because Eos has become a high-volatility proxy for the storage buildout theme, and that attracts fast money when risk appetite returns. It also sits in a part of the market where positioning can matter as much
5 January 2026
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Bloom Energy stock jumps again: BE extends rally on $600 million Wells Fargo credit line as jobs report looms

Bloom Energy stock jumps again: BE extends rally on $600 million Wells Fargo credit line as jobs report looms

New York, January 5, 2026, 11:31 EST — Regular session Bloom Energy Corporation (BE) shares were up 6.3% at $104.95 in mid-morning trading on Monday, after ending Friday at $98.69. The fuel-cell maker’s stock has traded between $100.32 and $107.24 so far in the regular session. The rally has refocused attention on Bloom’s $600 million senior secured multicurrency revolving credit facility — a bank line companies can draw and repay — that it put in place with Wells Fargo, a filing showed. The facility matures in December 2030, is secured by a lien on most of Bloom’s personal property (excluding
5 January 2026
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UnitedHealth stock ticks up after Barclays target hike as UNH earnings near

UnitedHealth stock ticks up after Barclays target hike as UNH earnings near

New York, January 5, 2026, 11:37 EST — Regular session UnitedHealth Group Inc shares were up 0.8% at $338.94 in late-morning trading on Monday after Barclays raised its price target on the health insurer. The stock has traded between $333.86 and $340.29 so far, with about 2.4 million shares changing hands. The call hits with UnitedHealth set to release full-year 2025 results and 2026 financial guidance on Jan. 27 before the market opens. The company said it will host an 8:00 a.m. ET teleconference with analysts and investors the same day. UnitedHealth Group That timing matters because investors want a
5 January 2026
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CoreWeave stock rises after long-time bear upgrades CRWV — but target still sits below market

CoreWeave stock rises after long-time bear upgrades CRWV — but target still sits below market

New York, January 5, 2026, 11:27 EST — Regular session CoreWeave shares rose on Monday after D.A. Davidson upgraded the AI cloud company. The stock was up 1.2% at $80.31, after rising as much as 6.5% earlier in the session. Schaeffers Investment Research The shift matters because the call came from a shop that has been notably skeptical on CoreWeave, which has become a closely watched test case for debt-funded AI infrastructure buildouts. A change in tone from a prominent bear can move positioning quickly, even when the upgrade is not outright bullish. Schaeffers Investment Research It also lands with
5 January 2026
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AAOI stock slides 8% as Applied Optoelectronics gives back Friday rally on AI optics trade

AAOI stock slides 8% as Applied Optoelectronics gives back Friday rally on AI optics trade

New York, Jan 5, 2026, 11:30 a.m. ET — Regular session Applied Optoelectronics, Inc shares fell about 8% to $36.43 in late morning trade on Monday, after earlier touching $41.28. The Nasdaq-listed stock opened at $41.05 before sliding to session lows. The pullback lands as investors reprice a fast-moving “AI optics” theme, where small shifts in risk appetite can whipsaw suppliers of high-speed links inside cloud data centers. In December, the company said it received its first volume order for 800G data-center transceivers — optical modules that move data at 800 gigabits per second — from a major “hyperscale” customer,
5 January 2026
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Goldman Sachs stock hits a record high as Venezuela shock lifts Dow; payrolls and earnings in focus

Goldman Sachs stock hits a record high as Venezuela shock lifts Dow; payrolls and earnings in focus

NEW YORK, January 5, 2026, 11:32 AM EST — Regular session Goldman Sachs shares hit a record high on Monday and were last up 4.3% at $953.61 after touching $961.71. The move helped propel the Dow to an all-time high as Wall Street piled into financial and energy stocks after a U.S. military strike captured Venezuelan President Nicolas Maduro. Markets are pricing about 60 basis points of Federal Reserve easing in 2026 — a basis point is 0.01 percentage point — keeping Friday’s monthly U.S. payrolls report in sharp focus. Reuters The jump matters because Goldman is a bellwether for
5 January 2026
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Stock Market Today

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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