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RIOT stock jumps after Riot Platforms names new CFO and ties bonuses to data-center deals

RIOT stock jumps after Riot Platforms names new CFO and ties bonuses to data-center deals

NEW YORK, January 3, 2026, 19:17 ET — Market closed Riot Platforms shares rose $1.52, or nearly 12%, in the most recent U.S. session, ending Friday at $14.16. The move followed the bitcoin miner’s announcement of a chief financial officer transition and a revamp of executive incentives toward data-center development. Riot Platforms The developments matter now because miners are trying to convince investors they can turn power-heavy campuses into steadier cash generators by leasing space and electricity to data-center customers. Riot’s latest filing explicitly ties management pay to that strategy, a signal investors often read as a marker of corporate
4 January 2026
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Uranium Energy stock jumps 12% as uranium miners rally to start 2026 — what’s next for UEC

Uranium Energy stock jumps 12% as uranium miners rally to start 2026 — what’s next for UEC

New York, Jan 3, 2026, 19:20 ET — Market closed Uranium Energy Corp. shares jumped 12.2% on Friday to close at $13.11, kicking off 2026 with a sharp gain as uranium miners rallied. The NYSE American-listed stock traded between $11.90 and $13.24 on volume of about 9.2 million shares. Yahoo Finance The buying spilled across uranium miners and related funds, pointing to broad positioning rather than a single-stock move. The Sprott Uranium Miners ETF (URNM) rose 7.4% by net asset value on Friday. Sprott ETFs Spot uranium was little changed at about $81.65 a pound on Jan. 2, but it
4 January 2026
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Centrus Energy stock leaps 12% to start 2026 as uranium names rally — what investors watch next

Centrus Energy stock leaps 12% to start 2026 as uranium names rally — what investors watch next

New York, Jan 3, 2026, 19:20 ET — Market closed Centrus Energy Corp shares jumped 12.2% in the first U.S. trading session of 2026 on Friday, riding a broad rebound in uranium-linked stocks. The stock was last at $272.50 after ranging from $245.75 to $272.68, with about 1.07 million shares traded, according to market data. The move matters because the nuclear supply chain — especially enriched uranium — has become a pinch point as governments and developers push advanced reactors toward commercialization. Centrus is the only U.S. maker of high-assay low-enriched uranium, or HALEU, and has capacity to produce about
4 January 2026
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Bloom Energy stock jumps 14% to start 2026 as fuel-cell names rebound — what investors watch next

Bloom Energy stock jumps 14% to start 2026 as fuel-cell names rebound — what investors watch next

New York, Jan 3, 2026, 19:05 ET — Market closed Bloom Energy Corporation shares jumped 13.6% on Friday, ending the first trading day of 2026 at $98.69 after a volatile session that saw the stock dip below $89 before reversing higher. Investing The move matters because investors are reopening risk budgets after year-end positioning, with markets bracing for a heavy run of U.S. economic releases that can reshape interest-rate expectations and swing high-beta “energy transition” trades. Reuters “The market is looking for direction,” said Matthew Maley, chief market strategist at Miller Tabak, in a Reuters report previewing next week’s catalysts.
4 January 2026
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EOSE stock jumps 13% as Eos Energy rides broad energy-storage rally into 2026

EOSE stock jumps 13% as Eos Energy rides broad energy-storage rally into 2026

NEW YORK, Jan 3, 2026, 19:10 ET — Market closed Eos Energy Enterprises Inc shares closed up 13.3% at $12.97 on Friday, kicking off 2026 with a sharp gain in the energy-storage maker. MarketBeat The move matters for investors because smaller clean-tech and grid-storage names tend to swing with shifts in risk appetite and rate expectations, and the first session of the year can amplify positioning moves. Next week brings a dense U.S. data calendar, led by the monthly jobs report on Jan. 9 and the consumer price index on Jan. 13, both of which can move Treasury yields and
4 January 2026
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AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

NEW YORK, Jan 3, 2026, 19:00 ET — Market closed Shares of Applied Optoelectronics rose 13.6% to $39.60 on Friday, the first U.S. trading session of 2026, after swinging between $35.82 and $40.06. The sharp move matters because investors are resetting portfolios for the new year and revisiting “AI infrastructure” trades tied to data-center spending, where optical hardware is a key bottleneck. Friday’s gains also looked sector-wide. Lumentum rose 4.7%, Coherent gained 5.3% and Ciena advanced 5.2%, helping pull smaller optics suppliers higher. The rally came on a day when Wall Street finished mixed and Treasury yields moved higher, with
4 January 2026
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ACM Research stock jumps nearly 14% to start 2026 as chip rally lifts ACMR

ACM Research stock jumps nearly 14% to start 2026 as chip rally lifts ACMR

NEW YORK, Jan 3, 2026, 19:00 ET — Market closed Shares of ACM Research, Inc. rose 13.76% on Friday to close at $44.88, their biggest daily gain in months, after trading between $40.86 and $44.99. The stock finished within 24 cents of its 52-week high of $45.12, according to StockAnalysis. StockAnalysis The outsized move matters because ACMR has been one of the higher-beta names in the chip-tool space, where momentum can turn quickly as investors reset positions for the new year. With the shares now crowding a key price ceiling, traders will be watching for follow-through when markets reopen. The
4 January 2026
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CleanSpark stock jumps 14% to start 2026 as Bitcoin steadies near $90,000 — what’s next

CleanSpark stock jumps 14% to start 2026 as Bitcoin steadies near $90,000 — what’s next

NEW YORK, Jan 3, 2026, 18:56 ET — Market closed CleanSpark shares jumped 14.1% in the latest session, closing at $11.55 after swinging between $10.18 and $11.58. With U.S. markets shut for the weekend, the stock’s most recent after-hours print was $11.59. Yahoo Finance The rally mattered because crypto-linked equities are starting 2026 still tethered to bitcoin’s day-to-day swings. Bitcoin mining companies sell or hold the coins they produce, so a move in the token can quickly change revenue expectations in dollar terms. That sensitivity is coming into focus ahead of a busy U.S. economic week. Traders are watching whether
4 January 2026
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Energy Fuels (UUUU) stock jumps 15% in 2026’s first session — what’s behind it and what’s next

Energy Fuels (UUUU) stock jumps 15% in 2026’s first session — what’s behind it and what’s next

NEW YORK, Jan 3, 2026, 18:57 ET — Market closed Energy Fuels Inc shares closed up 14.7% at $16.68 on Friday, the first U.S. trading session of 2026, after swinging between $14.66 and $17.07. Investing The move matters because uranium-linked names are often driven by momentum and commodity pricing, and the sector started the year with a broad risk-on bid. Traders use the early-January tape to gauge whether last year’s uranium theme is re-accelerating or fading. Energy Fuels sits in the middle of two narratives — nuclear fuel and critical minerals — which can amplify its moves when investors rotate
4 January 2026
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Baidu stock jumps nearly 15% after AI chip unit Kunlunxin files for Hong Kong IPO

Baidu stock jumps nearly 15% after AI chip unit Kunlunxin files for Hong Kong IPO

NEW YORK, Jan 3, 2026, 18:50 ET — Market closed Baidu’s U.S.-listed American depositary shares (BIDU) closed up 14.9% at $150.30 on Friday after the company said its AI chip unit Kunlunxin had filed for a Hong Kong listing. Baidu said Kunlunxin submitted a listing application to the Hong Kong stock exchange (HKEX) on a confidential basis, setting the stage for a spin-off — listing a subsidiary separately from the parent. The company said the move is meant to better showcase Kunlunxin’s value and broaden financing channels, and that Kunlunxin is expected to remain a Baidu subsidiary after the transaction.
4 January 2026
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Tesla Q4 2025 delivery miss hands BYD the EV crown — Stifel pays another structured-note settlement

Tesla Q4 2025 delivery miss hands BYD the EV crown — Stifel pays another structured-note settlement

NEW YORK, Jan 3, 2026, 18:54 ET Tesla said it delivered 418,227 vehicles in the fourth quarter of 2025 and 1,636,129 vehicles in 2025, while producing 434,358 vehicles in the quarter. The company also deployed 14.2 gigawatt-hours of energy storage products, a record, and set its quarterly results for Jan. 28. Tesla Investor Relations Investors treat Tesla’s delivery figures as one of the clearest snapshots of demand because the company does not publish monthly sales. The update lands weeks before Tesla’s earnings report, when it typically provides more detail on pricing, margins and outlook. Tesla lost its crown as the
4 January 2026
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NuScale Power stock jumps 15% to start 2026 as nuclear names rally — what to watch Monday

NuScale Power stock jumps 15% to start 2026 as nuclear names rally — what to watch Monday

NEW YORK, Jan 3, 2026, 18:56 ET — Market closed NuScale Power Corp (SMR) shares climbed 15.1% on Friday to $16.31, after trading between $14.33 and $16.73. Volume was about 31.1 million shares. The move put the spotlight back on small modular reactor developers, a corner of the market that has been driven as much by shifting risk appetite as by company-specific milestones. “Value is outperforming growth and AI infrastructure is up, and … energy probably too,” said Jed Ellerbroek, a portfolio manager at Argent Capital in St. Louis, describing the market tone on the first trading day of 2026.
4 January 2026
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