Today: 7 February 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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Uber stock set for Monday spotlight after UK ‘taxi tax’ workaround report

Uber stock set for Monday spotlight after UK ‘taxi tax’ workaround report

NEW YORK, Jan 4, 2026, 15:59 ET — Market closed Uber Technologies, Inc. (UBER.N) is heading into Monday’s session with a fresh UK tax headline on the tape, after a report said it rewrote driver contracts outside London to limit the impact of Britain’s new “taxi tax” on ride-hailing fares. Uber shares last closed up 1.41% at $82.86 on Friday. The Economic Times The UK change matters now because it goes straight to pricing power and unit economics in a key international market. VAT, or value-added tax, is a sales tax, and rule changes can quickly flow through to rider
4 January 2026
Citigroup stock rises into 2026 as rate bets shift — what to watch before earnings

Citigroup stock rises into 2026 as rate bets shift — what to watch before earnings

NEW YORK, January 4, 2026, 15:44 ET — Market closed Citigroup’s (C.N) stock closed up 1.7% on Friday at $118.70, ending the first session of 2026 ahead of the broader market’s modest gains. Wells Fargo rose about 2.1%, Bank of America added 1.7% and JPMorgan gained roughly 1.0% on the day, as the Dow and S&P 500 finished higher while the Nasdaq was little changed. Reuters Why it matters now: big banks are back to trading off interest-rate expectations, and Treasury yields edged higher as 2026 began. Investors are also recalibrating around the Federal Reserve’s path after disruptions to the
4 January 2026
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Texas Instruments stock rises with chip rebound — the catalysts investors watch next

Texas Instruments stock rises with chip rebound — the catalysts investors watch next

New York, January 4, 2026, 15:46 ET — Market closed Texas Instruments (TXN.O) shares rose 2.3% on Friday to $177.52, tracking a broad rebound in chipmakers that helped Wall Street start 2026 higher. With U.S. markets closed on Sunday, the question for Monday’s session is whether the semiconductor bounce holds as investors brace for a heavy week of economic data and shifting expectations for interest rates. That matters for Texas Instruments because its analog and embedded chips are closely tied to industrial and automotive demand, areas that tend to react quickly when growth expectations or financing conditions change. Chip stocks
4 January 2026
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Qualcomm stock gets CES spotlight after Toyota RAV4 chip news and CFO sale notice

Qualcomm stock gets CES spotlight after Toyota RAV4 chip news and CFO sale notice

NEW YORK, Jan 4, 2026, 15:40 ET — Market closed Qualcomm shares ended Friday up about 1.1% at $172.98 after the company said Toyota’s new RAV4 is now available with its Snapdragon Digital Chassis platform. Why this matters now is timing. Qualcomm heads into CES week with investors watching for signals on its push beyond smartphones into PCs and cars, two markets where design wins can translate into multi-year revenue streams. CES Macro is also on traders’ screens ahead of the next U.S. session. Federal Reserve Bank of Philadelphia President Anna Paulson said on Saturday that further rate cuts could
4 January 2026
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Bloom Energy stock jumps 14% to start 2026 — key levels and catalysts before Monday’s open

Bloom Energy stock jumps 14% to start 2026 — key levels and catalysts before Monday’s open

NEW YORK, Jan 4, 2026, 15:39 ET — Market closed Bloom Energy Corporation shares (BE) surged 13.6% on Friday to close at $98.69, outpacing a rally across U.S.-listed fuel-cell makers. The jump put the stock back within sight of $100, a round-number level traders often treat as near-term resistance. A clean break above it would be a fresh momentum test when markets reopen on Monday. That matters because Bloom has become a high-beta proxy for behind-the-meter power — electricity generated on site rather than pulled from the grid — for data centers and other large users. With key U.S. economic
4 January 2026
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Cisco stock (CSCO) slips on ex-dividend reset; jobs data and Feb. 11 earnings in focus

Cisco stock (CSCO) slips on ex-dividend reset; jobs data and Feb. 11 earnings in focus

New York, Jan 4, 2026, 15:41 ET — Market closed Cisco Systems, Inc. shares ended Friday down 1.3% at $76.04, even as the S&P 500 eked out a gain on the first trading day of 2026. The networking equipment maker’s dip coincided with an ex-dividend date, a timing quirk that often pulls a stock lower. That matters now because the ex-dividend date is when new buyers no longer qualify for the upcoming payout. Stocks often “reset” by roughly the dividend amount, which can make the day’s move look worse than the underlying trading. Macro catalysts are also lining up quickly.
4 January 2026
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Thermo Fisher stock closes higher near 52-week high as January data, earnings loom

Thermo Fisher stock closes higher near 52-week high as January data, earnings loom

NEW YORK, January 4, 2026, 15:25 ET — Market closed Thermo Fisher Scientific Inc (NYSE:TMO) shares rose 2.25% to $592.51 on Friday, outpacing a modestly higher U.S. stock market and moving back toward the top of their 52-week range. MarketWatch That positioning matters going into a new week when investors will be testing whether early-2026 risk appetite holds and how much room the Federal Reserve has to cut rates. Life sciences tools makers like Thermo Fisher tend to trade on expectations for lab and drug-development spending, which can shift quickly when rates and growth expectations move. Traders will get fresh
4 January 2026
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Palo Alto Networks stock set for Monday spotlight after Guggenheim upgrade, insider sale plan

Palo Alto Networks stock set for Monday spotlight after Guggenheim upgrade, insider sale plan

NEW YORK, Jan 4, 2026, 3:27 PM ET — Market closed Palo Alto Networks shares will be in focus when U.S. markets reopen on Monday after Guggenheim upgraded the cybersecurity firm to Neutral from Sell. The stock closed down 2.6% on Friday at $179.37. The shift matters going into the first full week of 2026, when investors typically rebalance portfolios and reassess crowded trades. Palo Alto’s valuation and growth profile keep it sensitive to any change in sentiment around large-cap software. Traders also have a near-term macro test on Friday, when the U.S. releases its December employment report, a key
4 January 2026
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Workday stock slips to new 52-week low as investors brace for jobs data and Feb earnings

Workday stock slips to new 52-week low as investors brace for jobs data and Feb earnings

NEW YORK, Jan 4, 2026, 15:21 ET — Market closed Workday (WDAY.O) shares slid 4.2% on Friday to close at $205.79 after touching a fresh 52-week low of $202.22, trading data showed. Volume ran at roughly 6 million shares, more than double the stock’s average. SoFi The drop leaves the enterprise-software maker pinned near a round-number level investors often watch for support around $200. It also puts Workday back in the crosshairs of the rates trade that has periodically punished pricier software names. That matters now because markets are heading into a data-heavy week after a period of disrupted releases
4 January 2026
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Chevron caught in Venezuela oil clamp as PDVSA cuts output under U.S. embargo

Chevron caught in Venezuela oil clamp as PDVSA cuts output under U.S. embargo

NEW YORK, Jan 4, 2026, 15:11 ET Venezuela’s state-run oil company PDVSA has begun cutting crude output as storage fills after a U.S. export embargo — enforced through a blockade of sanctioned tankers — halted oil exports, the country’s main source of revenue, sources said. Chevron-chartered tankers that had kept moving under a U.S. authorization have not left Venezuelan waters since Thursday, while PDVSA has struggled to import diluents — lighter oil and naphtha used to thin extra-heavy crude for transport. Reuters The export freeze puts a key OPEC supplier’s cash flow and operations at risk just as Washington’s pressure
4 January 2026
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Accenture stock drops 3% to start 2026 — here’s what could move ACN next

Accenture stock drops 3% to start 2026 — here’s what could move ACN next

NEW YORK, Jan 4, 2026, 14:58 ET — Market closed Accenture plc (ACN) shares ended Friday down 3.1% at $259.95, their third straight session of losses. Marketwatch The decline left the IT consulting firm lagging a broader market that finished higher on the first trading day of 2026, helped by gains in chipmakers. Reuters Why it matters now: Accenture heads into the first full week of the year with its stock about 35% below its 52-week high of $398.35, leaving the shares more sensitive to shifts in risk appetite. Marketwatch Macro catalysts arrive before company ones. The U.S. government is
4 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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