Today: 7 February 2026
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Nvidia stock heads into CES week as insider sale filing lands and key data looms

Nvidia stock heads into CES week as insider sale filing lands and key data looms

NEW YORK, January 4, 2026, 16:19 ET — Market closed Nvidia shares closed up 1.26% at $188.85 on Friday, the first trading day of 2026, as semiconductor stocks rebounded. Yahoo Finance The move matters because Nvidia (NVDA.O) remains a bellwether for the AI trade and a heavyweight in U.S. equity indexes. When investors rotate into or out of chip stocks, Nvidia often sets the tone. With U.S. markets shut on Sunday, traders head into Monday with a tight set of near-term catalysts: a high-profile CES appearance by CEO Jensen Huang and fresh U.S. economic data that can shift interest-rate expectations.
4 January 2026
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National Australia Bank stock: NAB shares at A$42.40 as rate bets turn to CPI and Feb update

National Australia Bank stock: NAB shares at A$42.40 as rate bets turn to CPI and Feb update

SYDNEY, Jan 4, 2026, 16:15 ET — Market closed Shares of National Australia Bank Ltd (NAB.AX) ended Friday at A$42.40, up 0.21%, after a thin start to the new year kept investors focused on the next run of interest-rate signals. The timing matters because Australia’s big banks have become a quick read on where investors think the Reserve Bank of Australia is headed. The next marker comes on Jan. 7, when the Australian Bureau of Statistics is scheduled to publish its Consumer Price Index for November. Australian Bureau of Statistics Rate expectations feed straight into bank earnings. Higher rates can
4 January 2026
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Macquarie stock: MQG edges up into 2026 — the two dates investors are watching

Macquarie stock: MQG edges up into 2026 — the two dates investors are watching

NEW YORK, Jan 4, 2026, 16:07 ET — Market closed Macquarie Group Ltd (MQG.AX) shares ended the first ASX session of 2026 slightly higher, closing at A$203.73 on Friday, up 0.26%. The investment bank’s next operational update is scheduled for Feb. 10, according to MarketScreener’s company calendar. The muted move comes as Australian investors return from the New Year break to a market still trading on interest-rate expectations. The S&P/ASX 200 rose 0.2% on Friday in thin volumes, led by a 0.4% gain in financials, while a selloff in miners capped the advance, a Reuters report published by The Business
4 January 2026
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Northern Star (NST) share price sinks after guidance cut — what to watch before the next session

Northern Star (NST) share price sinks after guidance cut — what to watch before the next session

NEW YORK, Jan 4, 2026, 16:11 ET — Market closed Northern Star Resources Ltd (ASX:NST) shares closed down 8.6% at A$24.43 on Friday after the Australian gold miner cut its fiscal 2026 guidance following a weaker-than-expected December quarter.  Investing The reset matters because it points to operational strain across assets that drive cash flow, from the Kalgoorlie Super Pit in Western Australia to the Pogo mine in Alaska. Investors also have limited clarity on costs until the company updates its numbers later this month. Markets are closed in New York on Sunday, but trading in Australia resumes with a near-term
4 January 2026
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DroneShield stock jumps 8% into 2026 as contract cash timing comes into focus

DroneShield stock jumps 8% into 2026 as contract cash timing comes into focus

SYDNEY, Jan 4, 2026, 16:07 ET — Market closed DroneShield Limited shares last closed 8.1% higher at A$3.33 on Friday, after trading between A$3.05 and A$3.36. Intelligent Investor The jump puts the counter-drone technology maker back on radars at the start of 2026, with traders focused on whether recent military orders convert into deliveries and cash as scheduled. Two late-December contract disclosures gave the market fresh timing markers for the first quarter and beyond. ASX Announcements DroneShield sells counter-UAS (counter–unmanned aerial systems) equipment — technology used to detect, track and disrupt drones — a niche that has drawn heightened attention
4 January 2026
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Westpac stock (ASX:WBC) ends first 2026 session higher as inflation data looms

Westpac stock (ASX:WBC) ends first 2026 session higher as inflation data looms

SYDNEY, Jan 4, 2026, 16:06 ET — Market closed Westpac Banking Corp (WBC.AX) shares rose in Sydney’s first trading session of 2026, with investors turning quickly to inflation and central-bank signals that can sway bank earnings and valuations. ( Intelligent Investor) The move matters because banks are among the most rate-sensitive stocks on the Australian market. Shifts in interest-rate expectations can change how investors value future profits and dividends, and can feed directly into mortgage pricing and funding costs. It also lands as Australia’s inflation reporting cadence has shifted, giving markets more frequent readouts to price the Reserve Bank of
4 January 2026
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PLS Group Limited stock: what to watch after Friday’s 2% climb and ahead of the Jan. 30 updateNew York, January 4, 2026, 16:09 ET — Market closed

PLS Group Limited stock: what to watch after Friday’s 2% climb and ahead of the Jan. 30 updateNew York, January 4, 2026, 16:09 ET — Market closed

PLS Group Limited (ASX:PLS) shares closed at A$4.31 on Friday, up 2.1% in their last Sydney session as the new year began. The stock is up about 95% over the past year and is within a few cents of its 52-week high, after rebounding from a low of A$1.07, LSEG data showed. That matters because PLS is one of Australia’s most closely watched lithium names, and its share price tends to move with shifts in battery-material pricing and sentiment. After a steep 12-month run, investors are looking for confirmation that volumes and costs are holding up, not just headlines about
4 January 2026
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Commonwealth Bank (CBA) shares start 2026 higher — here are the next catalyst dates investors track

Commonwealth Bank (CBA) shares start 2026 higher — here are the next catalyst dates investors track

SYDNEY, Jan 4, 2026, 16:16 ET — Market closed Commonwealth Bank of Australia shares (CBA.AX) ended Friday up 0.3% at A$161.12, their last close before markets shut for the weekend. The stock traded between A$160.49 and A$161.67 in the session.  Yahoo The move left CBA near the top of the local market’s most closely watched names going into the first full trading week of 2026. Investors are returning from year-end with interest-rate expectations back in play, and Australia’s biggest lender tends to trade as a proxy for that debate. That matters because bank earnings are tightly linked to net interest
4 January 2026
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BHP stock near 52-week high as copper opens 2026 higher; Jan. 20 production update looms

BHP stock near 52-week high as copper opens 2026 higher; Jan. 20 production update looms

NEW YORK, Jan 4, 2026, 16:04 ET — Market closed BHP Group Ltd’s U.S.-listed shares ended the first trading day of 2026 higher, as firmer metals prices helped lift sentiment into the first full week of January. The stock last traded at $61.76, up 2.3% from its prior close. With U.S. markets shut on Sunday, attention shifts to what could move BHP when trading resumes on Monday. For investors, the stock is a proxy for the industrial-metals cycle at a time macro data and the U.S. dollar are back in the driver’s seat. BHP has two near-term company dates on
4 January 2026
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CSL Limited stock steadies near a 52-week low as Australia CPI and February results loom

CSL Limited stock steadies near a 52-week low as Australia CPI and February results loom

Sydney, January 4, 2026, 16:07 ET — Market closed CSL shares ended the first trading session of 2026 lower, keeping the Australian biotech pinned near a 52-week trough as markets head into a fuller week of macro data.  Yahoo Finance Why that matters now is simple: the stock has been trading like a confidence barometer after last year’s guidance reset, and there is little fresh company news to change the narrative before the next catalysts. In that vacuum, investors tend to trade the stock off rates expectations and a handful of hard dates on the calendar.  Reuters CSL’s next scheduled
4 January 2026
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ANZ stock ends higher as Aussie banks start 2026 on front foot; CPI on Jan 7 looms

ANZ stock ends higher as Aussie banks start 2026 on front foot; CPI on Jan 7 looms

SYDNEY, Jan 4, 2026, 16:05 ET — Market closed ANZ Group Holdings Limited shares last closed up 0.2% at A$36.42 on Friday, tracking a bid for Australia’s big banks in thin holiday trading. The broader S&P/ASX 200 ended 0.2% higher, with turnover running at about 40% of the 30-day average.  StockAnalysis The move matters because bank stocks are tightly linked to the interest-rate outlook. Higher rates can lift a bank’s net interest margin — the gap between what it earns on loans and what it pays on deposits — but they can also raise the risk of loan losses if
4 January 2026
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Lumentum (LITE) stock jumps near a new high — what traders are watching next week

Lumentum (LITE) stock jumps near a new high — what traders are watching next week

New York, Jan 4, 2026, 15:50 ET — Market closed Lumentum Holdings shares rose 4.7% on Friday to close at $386.11, lifting the optical-components maker toward its highs as 2026 began. The stock last traded at that level in the regular session, with U.S. markets shut on Sunday. The move matters because it leaves Lumentum extended into the first full week of January, when fresh economic data could sway rate expectations and risk appetite. Those macro swings have been moving “AI infrastructure” trades — the group that has helped power Lumentum’s run. Reuters “Investors might be a little bit more
4 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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