Today: 7 February 2026
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Sandisk stock rises as AI memory shortage talk lifts SNDK; earnings date looms

Sandisk stock rises as AI memory shortage talk lifts SNDK; earnings date looms

New York, January 5, 2026, 10:51 (EST) — Regular session Sandisk Corp shares rose 1.4% to $279.00 in morning trading on Monday, as investors returned to memory and storage names tied to artificial intelligence data-center spending. The stock has traded between $266.73 and $288.95, with about 4.8 million shares changing hands. The move matters because memory chips sit at the heart of the AI buildout, and tight supply typically translates into higher contract prices and fatter margins for suppliers. Traders have been buying the group on the view that data-center demand is absorbing capacity faster than manufacturers can add it.
5 January 2026
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JPMorgan stock jumps as Wall Street rallies on Venezuela shock; payrolls and earnings in focus

JPMorgan stock jumps as Wall Street rallies on Venezuela shock; payrolls and earnings in focus

New York, Jan 5, 2026, 11:02 EST — Regular session JPMorgan Chase & Co. shares climbed about 3.4% to $336.70 in late morning trade on Monday, after swinging between $323.56 and $336.70 earlier in the session. The stock closed Friday at $325.48. The gains came as Wall Street’s main indexes rallied after a U.S. military strike that captured Venezuelan President Nicolas Maduro, sending energy and financial stocks higher. “With the markets taking geopolitics in stride so far, the first trading week of the New Year may likely revolve around whether tech will find its footing,” Chris Larkin, managing director for
5 January 2026
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Energy Fuels stock jumps as uranium names heat up again — what’s driving UUUU today

Energy Fuels stock jumps as uranium names heat up again — what’s driving UUUU today

New York, Jan 5, 2026, 10:38 EST — Regular session Energy Fuels Inc shares rose about 4% on Monday, lifting the uranium and critical-minerals producer after a volatile start to the year for the sector. The stock was up 4.0% at $17.35 in morning trade, after touching $17.45 at the session high. The move matters because investors are once again treating uranium-linked equities as a fast-moving proxy for shifting expectations on nuclear power demand, supply constraints and policy support for domestic production. Flows into the group can be abrupt, and early-year positioning tends to amplify price swings. Energy Fuels sits
5 January 2026
Mortgage rates dip below 6% to start 2026 — here’s what that means for refinancing

Mortgage rates dip below 6% to start 2026 — here’s what that means for refinancing

NEW YORK, January 5, 2026, 10:47 EST Zillow Home Loans on Monday put its 30-year fixed mortgage rate at 5.990%, nudging borrowing costs back under the 6% line as the U.S. housing market enters 2026. Zillow Why it matters now is simple arithmetic. Around this level, a few tenths of a percentage point can shift monthly payments enough to change who qualifies for a loan, especially for first-time buyers stretching on income. The same math shows up in refinancing. Lower rates can make it cheaper for homeowners to replace an older mortgage, but many need a meaningful drop to overcome
5 January 2026
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Strategy Inc (MSTR) stock jumps after fresh bitcoin buy, flags $17.4 billion Q4 paper loss

Strategy Inc (MSTR) stock jumps after fresh bitcoin buy, flags $17.4 billion Q4 paper loss

New York, January 5, 2026, 10:55 (ET) — Regular session Shares of Strategy Inc were up 5.5% at $165.84 on Monday after the company disclosed fresh bitcoin purchases and a preliminary fourth-quarter mark-to-market hit on its digital assets. SEC The update matters because Strategy has become one of Wall Street’s most liquid proxies for bitcoin, with the stock often amplifying moves in the cryptocurrency. The company has regularly raised cash by selling securities to add to its bitcoin holdings, putting its financing pace and potential dilution in focus for equity investors. SEC Strategy also used the filing to preview the
5 January 2026
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Oracle stock holds steady after Jefferies sticks with $400 target as Wall Street eyes jobs data

Oracle stock holds steady after Jefferies sticks with $400 target as Wall Street eyes jobs data

New York, January 5, 2026, 10:56 (EST) — Regular session Oracle Corp (ORCL) shares were little changed on Monday after Jefferies reiterated a buy rating and kept a $400 price target on the cloud software company. The stock was up about 0.1% at $196.00 after swinging between $194.97 and $201.51 in early trade. Investing.com Australia The call lands as Oracle tries to steady sentiment after a late-2025 slide, when its rising spending plans revived worries about free cash flow — the cash left after expenses and investment. In December, Oracle said fiscal 2026 capital expenditures, or spending on items such
5 January 2026
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GameStop stock (GME) near 52-week low sparks ‘Roaring Kitty’ chatter and a fresh valuation fight

GameStop stock (GME) near 52-week low sparks ‘Roaring Kitty’ chatter and a fresh valuation fight

New York, Jan 5, 2026, 10:46 EST GameStop shares slipped about 1% to $20.42 in late-morning trading on Monday, as the meme stock returned to the top of Stocktwits’ trending list on speculation that influencer Keith Gill, known online as “Roaring Kitty,” might resurface. Stocktwits said it saw no clear catalyst for the renewed interest and its sentiment gauge for the ticker remained bearish. Stocktwits The renewed chatter matters because GameStop remains a barometer for retail risk appetite at the start of the year, when many investors rebalance portfolios. Sudden bursts of attention can still move the stock sharply, especially
5 January 2026
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Fresh SEC filings show two big investors boosted Suncor Energy stock — and why it matters now

Fresh SEC filings show two big investors boosted Suncor Energy stock — and why it matters now

Calgary, Alberta, Jan 5, 2026, 08:41 MST Two asset managers increased their stakes in Suncor Energy Inc in the third quarter, regulatory filings showed, adding to a wave of institutional positioning in the Canadian oil producer’s U.S.-listed shares. The disclosures land as investors start the year re-checking energy exposure after a volatile 2025 for crude prices and as oil market forecasts turn more cautious. For Suncor, steady dividends and buybacks have become a central part of the equity story, particularly for funds looking for cash returns rather than pure oil-price upside. The filings also arrive amid renewed focus on supply
5 January 2026
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Intel stock lifts on Melius upgrade as traders brace for Intel’s CES Panther Lake reveal

Intel stock lifts on Melius upgrade as traders brace for Intel’s CES Panther Lake reveal

New York, Jan 5, 2026, 10:31 ET — Regular session Intel shares were up 0.7% at $39.67 in morning trade on Monday, after giving back earlier gains as the Nasdaq-listed chipmaker drew fresh attention ahead of its CES showcase. The stock is moving with two near-term triggers in play: an analyst upgrade before the bell and a company event later on Monday where Intel plans to outline its next laptop-chip push. Traders are watching for signs that Intel’s 2026 product cadence can translate into steadier demand and better profitability, not just headlines. CES has become a proving ground for “AI
5 January 2026
ASML stock just hit another record after Bernstein’s upgrade puts AI memory spending in the spotlight

ASML stock just hit another record after Bernstein’s upgrade puts AI memory spending in the spotlight

AMSTERDAM, Jan 5, 2026, 16:32 CET ASML shares touched a new record on Monday after Bernstein upgraded the Dutch chipmaking equipment maker, pushing its price target sharply higher and extending a run that has turned the stock into one of Europe’s standout technology winners. The upgrade matters now because the next leg of the AI buildout is shifting from compute to memory and manufacturing capacity, raising the stakes for the companies that sell the tools chipmakers need to expand. For ASML, that link is direct. When chipmakers increase capital spending to make more advanced logic chips and higher-end server memory,
5 January 2026
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Tim Cook’s Nike Stock Buy Sparks Fresh Buzz as Shares Climb Again

Tim Cook’s Nike Stock Buy Sparks Fresh Buzz as Shares Climb Again

New York, January 5, 2026, 10:36 EST Nike shares rose about 2.7% to $65.00 in morning trading on Monday, extending a recent rebound that has drawn fresh attention to insider buying at the sportswear company. The moves matter because insider purchases — executives and directors buying with their own money — are closely watched as a barometer of confidence, especially when a stock has been under pressure. Nike is in the early stretch of a turnaround under CEO Elliott Hill, who returned to the company to replace John Donahoe and took over on Oct. 14, 2024. Nike has been fighting
5 January 2026
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Sandisk stock rises on chip-shortage bets as SNDK heads into Jan. 29 earnings

Sandisk stock rises on chip-shortage bets as SNDK heads into Jan. 29 earnings

NEW YORK, January 5, 2026, 09:44 EST — Regular session Sandisk Corp (SNDK.O) shares rose 2.6% in early trading on Monday, extending a rally in U.S. memory and storage names after reports that chip shortages could translate into higher prices. Micron Technology (MU.O) was up 2.8% and Western Digital (WDC.O) gained 3.1%, Reuters reported. Reuters The move matters because memory pricing can swing quickly when supply tightens. For Sandisk, which sells NAND flash — a type of storage memory used in devices from smartphones to data-center drives — firmer pricing can lift revenue and margins in a business that is
5 January 2026
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
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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