Today: 7 February 2026
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Disney stock today: DIS slips to start 2026 — what Wall Street is watching next

Disney stock today: DIS slips to start 2026 — what Wall Street is watching next

NEW YORK, January 3, 2026, 15:45 ET — Market closed Shares of Walt Disney Co (DIS) ended Friday down 1.7% at $111.85, starting 2026 on a weaker note. The stock ranged from $111.64 to $113.98 and traded about 8.9 million shares. The move tracked a down day for media and streaming names as investors set early-year positions. The S&P 500 communication services sector index fell 0.4%, while Netflix dropped about 3%, Comcast slipped about 1.2% and Warner Bros. Discovery fell about 1.1%. Yahoo Finance That matters now because Disney sits in a part of the market where sentiment can swing
3 January 2026
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MercadoLibre stock (MELI) drops 2% as 2026 opens; traders eye $2,000 and next catalysts

MercadoLibre stock (MELI) drops 2% as 2026 opens; traders eye $2,000 and next catalysts

NEW YORK, January 3, 2026, 15:37 ET — Market closed. MercadoLibre, Inc. shares ended Friday down 2.0% at $1,973.70, after trading between $1,968.89 and $2,037.90. The U.S. market is closed on Saturday. The move matters because MercadoLibre is one of the largest U.S.-listed proxies for Latin American consumer demand and digital payments. Early-year positioning has made high-growth stocks sensitive to shifts in rates, the dollar and risk appetite. For investors, Friday’s drop underscores how quickly sentiment can turn in large-cap growth names, even without fresh company headlines. That volatility tends to be amplified in U.S.-listed stocks with emerging-market exposure. U.S.
3 January 2026
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Astera Labs (ALAB) stock jumps nearly 8% as chip rally kicks off 2026; insider sale notice filed

Astera Labs (ALAB) stock jumps nearly 8% as chip rally kicks off 2026; insider sale notice filed

NEW YORK, January 3, 2026, 15:35 ET — Market closed Shares of Astera Labs (ALAB.O) ended Friday up 7.9% at $179.56 and last traded at $180.35 in after-hours activity, after the semiconductor sector rebounded to start 2026. The move came as chip stocks led Wall Street higher on the first trading day of the year, with the Philadelphia Semiconductor Index — which tracks major U.S.-listed chipmakers — rising about 4%, Reuters reported. Reuters That matters for Astera because investors have treated the maker of connectivity chips used in AI servers and data-center racks as a high-beta read on AI hardware
3 January 2026
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Amphenol stock jumps 3.4% as 2026 kicks off — what investors watch next for APH

Amphenol stock jumps 3.4% as 2026 kicks off — what investors watch next for APH

NEW YORK, Jan 3, 2026, 15:31 ET — Market closed Amphenol Corp (NYSE: APH) shares last closed up about 3.4% at $139.71 on Friday, as U.S. markets headed into a weekend shutdown. The stock traded between $135.40 and $139.96 in the session. The move came as Wall Street opened 2026 with a rebound in chipmakers and industrials, pushing the Dow and S&P 500 higher while the Philadelphia SE Semiconductor index jumped 4%. Joe Mazzola, head of trading & derivatives strategist at Charles Schwab, said the market has been showing a “buy the dip, sell the rip” mindset. Reuters For Amphenol,
3 January 2026
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Applied Digital stock jumps nearly 15% as AI risk appetite returns; APLD earnings loom

Applied Digital stock jumps nearly 15% as AI risk appetite returns; APLD earnings loom

NEW YORK, January 3, 2026, 15:41 ET — Market closed Shares of Applied Digital Corporation (APLD) jumped 14.6% on Friday to close at $28.11. The rally tracked a broader rebound in risk appetite on Wall Street, where chipmakers led gains and the Philadelphia Semiconductor Index rose 4% on the first trading day of 2026. Reuters The move puts extra weight on Applied Digital’s next quarterly update, with the company scheduled to host its fiscal second-quarter earnings call on Jan. 7 at 5 p.m. ET. Applied Digital Corporation Last week, the Dallas-based company said it would spin out — separate into
3 January 2026
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PepsiCo stock today: PEP slips to start 2026 as investors eye Feb. 3 earnings and key U.S. data

PepsiCo stock today: PEP slips to start 2026 as investors eye Feb. 3 earnings and key U.S. data

NEW YORK, Jan 3, 2026, 03:22 PM ET — Market closed PepsiCo shares ended Friday down 0.9% at $142.23, as the beverage-and-snacks maker started 2026 on a softer note. Yahoo Finance The dip matters now because traders are recalibrating rate expectations for the new year after U.S. Treasury yields climbed and markets refocused on what the Federal Reserve does next. Reuters For PepsiCo, the calendar tightens quickly: the company has said it will report fourth-quarter and full-year 2025 results on Feb. 3, when it also plans to detail total cash returns to shareholders. PepsiCo The stock traded between $142.10 and
3 January 2026
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MongoDB stock drops nearly 5% to start 2026 as software sector lags; $400 level in focus

MongoDB stock drops nearly 5% to start 2026 as software sector lags; $400 level in focus

NEW YORK, Jan 3, 2026, 15:32 ET — Market closed MongoDB shares closed down 4.8% on Friday, sliding with high-growth software stocks in the first regular U.S. session of 2026. The database company ended at $399.65. The pullback left the stock just under the $400 mark after it traded as low as $392.86 and as high as $432.70 in the session. Why it matters now: investors started the year rotating into value shares as U.S. Treasury yields — government bond rates — moved higher. That shift often pressures richly valued software names because higher rates can compress valuations. The iShares
3 January 2026
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Shopify stock falls 2% to start 2026 as court order and rising yields weigh on SHOP

Shopify stock falls 2% to start 2026 as court order and rising yields weigh on SHOP

NEW YORK, Jan 3, 2026, 3:19 PM ET — Market closed Shopify Inc. shares closed down 2.34% at $157.20 on Friday, the first U.S. session of 2026. U.S. markets are shut on Saturday. Shopify Investors The move matters because Shopify sits in the high-growth corner of the market, where valuations are sensitive to interest rates. Treasury yields ticked higher on Friday as investors looked ahead to a heavy run of U.S. labor data next week. Reuters Shopify also faced fresh scrutiny in Canada after a Federal Court of Appeal order tied to a dispute with the Canada Revenue Agency (CRA).
3 January 2026
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KLA stock surges nearly 5% to start 2026 as chip-gear rally puts KLAC near a new high

KLA stock surges nearly 5% to start 2026 as chip-gear rally puts KLAC near a new high

NEW YORK, Jan 3, 2026, 15:20 ET — Market closed KLA Corp shares closed up 4.89% at $1,274.47 on Friday, as chip-equipment stocks rallied to open the 2026 trading year. The stock traded between $1,250.55 and $1,283.99 and finished about $12 below its 52-week high of $1,286.81, according to market data. Investing The move matters because KLA sits at the front end of chipmakers’ spending plans. Demand for the company’s process-control tools tends to track how aggressively customers expand capacity for advanced chips and memory used in artificial-intelligence workloads. Semiconductors led the market on Friday, with the Philadelphia Semiconductor Index
3 January 2026
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Bloom Energy stock jumps 14% to start 2026 as Wells Fargo credit line stays in focus

Bloom Energy stock jumps 14% to start 2026 as Wells Fargo credit line stays in focus

NEW YORK, Jan 3, 2026, 10:33 ET — Market closed Bloom Energy Corp shares jumped 13.6% in the last regular session on Friday to close at $98.69, putting the fuel-cell maker among the day’s stronger clean-energy performers. Investing.com India The move matters at the start of 2026 because investors have been quick to reprice rate-sensitive, high-volatility names on shifts in the outlook for U.S. growth and interest rates. Reuters Bloom also has a liquidity headline still in play: in a late-December SEC filing, the company disclosed a $600 million senior secured revolving credit facility led by Wells Fargo. A revolving
3 January 2026
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Merck stock starts 2026 higher as Cidara tender-offer deadline hits next week

Merck stock starts 2026 higher as Cidara tender-offer deadline hits next week

NEW YORK, Jan 3, 2026, 15:08 ET — Market closed Merck & Co. (MRK) shares ended Friday up about 1.2% at $106.45. Nasdaq said the cash tender offer for Cidara Therapeutics is scheduled to expire one minute after 11:59 p.m. ET on Jan. 6, with the merger tentatively slated to close before the market opens Jan. 7. The exchange said Cidara shares would be halted after the after-hours session on Jan. 6 and suspended Jan. 8 if the deal closes as planned. NASDAQ Trader That timetable matters now because it gives Merck investors a near-term corporate catalyst at the start
3 January 2026
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Workday stock drops 4% to near a 52-week low — here’s what traders watch next

Workday stock drops 4% to near a 52-week low — here’s what traders watch next

NEW YORK, January 3, 2026, 15:15 ET — Market closed Workday, Inc. shares closed down 4.2% at $205.79 on Friday, the last U.S. session before the weekend. The stock hit $202.23 in intraday trading, the low end of its 52-week range, and is about 27% below its 52-week high of $283.58. Businessinsider That matters early in the year because investors often use year-end price action to reassess growth stocks. Workday is widely held as a bet on corporate spending for cloud-based HR and finance systems. Software names can also swing with interest-rate expectations, since their valuations lean heavily on future
3 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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