Nebius stock jumps about 7% as chips rally in first U.S. session of 2026 (NBIS)

Nebius stock jumps about 7% as chips rally in first U.S. session of 2026 (NBIS)

NEW YORK, Jan 2, 2026, 15:09 ET — Regular session Shares of Nebius Group N.V. were up 7.4% at $89.91 on Friday afternoon, extending a rebound in AI infrastructure-linked stocks as chip names led the market. The move matters because Nebius is widely seen as a high-beta proxy for demand for graphics processing units, or GPUs — chips used to train and run artificial intelligence models. When investors lean into AI hardware, smaller infrastructure suppliers often swing harder. Friday was the first full U.S. trading session of 2026, with traders recalibrating risk after last year’s gains and turning to early-year
Palo Alto Networks stock today: PANW slides nearly 3% as cybersecurity shares lag to start 2026

Palo Alto Networks stock today: PANW slides nearly 3% as cybersecurity shares lag to start 2026

NEW YORK, January 2, 2026, 15:04 ET — Regular session Palo Alto Networks, Inc. shares fell about 2.9% to $178.87 in afternoon trading on Friday. The stock opened at $184.81 and swung between $186.99 and $177.23; about 4.1 million shares had traded. The move matters because investors are using the first trading day of the year to reset risk positions, and high-growth software has been sensitive to shifts in interest-rate expectations. A heavy U.S. data calendar next week could move bond yields and reshape valuations quickly. The weakness was broad across cybersecurity: CrowdStrike was down about 3.5%, Zscaler fell about
Spyre Therapeutics stock sinks 7% today: what’s pressuring SYRE and what investors watch next

Spyre Therapeutics stock sinks 7% today: what’s pressuring SYRE and what investors watch next

NEW YORK, Jan 2, 2026, 14:37 ET — Regular session Shares of Spyre Therapeutics, Inc. slid about 7% on Friday, falling to $30.48 in afternoon trading after touching a session low of $30.11. The stock opened at $32.76 and was last down $2.28 on the day. The move left Spyre underperforming the broader biotech tape, with the SPDR S&P Biotech ETF down about 0.7% and the iShares Nasdaq Biotechnology ETF off about 0.2%. “Money managers are waiting to see … the vibe for the coming year,” said Thomas Martin, senior portfolio manager at Globalt, describing the first-session tone in U.S.
Marvell stock jumps 5% in early 2026 session as chip rally lifts MRVL — what’s next

Marvell stock jumps 5% in early 2026 session as chip rally lifts MRVL — what’s next

NEW YORK, Jan 2, 2026, 14:52 ET — Regular session Marvell Technology, Inc. shares were up 5.3% at $89.52 in afternoon trading on Friday, after earlier touching $90.08, as chip stocks opened 2026 with broad gains. Volume was about 8.3 million shares, versus a prior close of $84.98. Semiconductors helped keep U.S. equities from sliding further, with the Philadelphia Semiconductor Index — a widely watched gauge of chip stocks — up 3.5%, Reuters reported. “Stocks trade expensive on 18 of 20 measures,” said Savita Subramanian, Bank of America’s equity and quant strategist, in a note. Reuters Why it matters now:
Texas Instruments (TXN) stock jumps nearly 3% as chip rally returns — what investors watch next

Texas Instruments (TXN) stock jumps nearly 3% as chip rally returns — what investors watch next

NEW YORK, January 2, 2026, 14:59 ET — Regular session Texas Instruments Incorporated (TXN) shares rose 2.9% to $178.54 by 2:59 p.m. ET on Friday, up from a prior close of $173.49, as semiconductors led gains to start the year. The move matters because Texas Instruments is heavily exposed to industrial and automotive demand, end-markets investors watch for early-cycle turns as 2026 begins. Reuters The advance tracked strength across the chip group, with the Philadelphia Semiconductor Index up about 3.5% on the session. “The next Fed Chair is probably going to be much more dovish than Jerome Powell,” said Dennis
Why Pegasystems stock is sliding today: PEGA drops 6% as 2026 trading opens

Why Pegasystems stock is sliding today: PEGA drops 6% as 2026 trading opens

NEW YORK, Jan 2, 2026, 15:03 ET — Regular session Shares of Pegasystems Inc were down 6.2% at $56.01 in afternoon trading on Friday, after ending the prior session at $59.69, according to Google Finance data. Google The drop stands out on the first trading day of 2026, a moment when investors often reset positioning and recheck what they are paying for growth. That reassessment has hit high-multiple stocks hardest as markets debate whether last year’s momentum can carry into the new year. “Stocks trade expensive on 18 of 20 measures,” Savita Subramanian, Bank of America’s equity and quant strategist,
Polestar stock swings, down 6% as BBVA reveals 8.4% stake in SEC filing

Polestar stock swings, down 6% as BBVA reveals 8.4% stake in SEC filing

NEW YORK, January 2, 2026, 14:50 ET — Regular session Polestar Automotive Holding UK PLC shares fell 6.4% to $20.01 in afternoon trading on Friday, after swinging between $23.29 and $19.67 earlier in the session. The move put fresh focus on the electric-vehicle maker’s capital structure after it announced late last month it would raise $300 million in equity and pursue a separate debt-to-equity conversion with a Geely affiliate. SEC Polestar CEO Michael Lohscheller said the deals “significantly enhance our liquidity position and help strengthen our balance sheet,” in the Dec. 19 announcement. SEC A Schedule 13G filed with the
Western Digital stock jumps 8% today as AI storage names lead early 2026 trade

Western Digital stock jumps 8% today as AI storage names lead early 2026 trade

NEW YORK, Jan 2, 2026, 15:03 ET — Regular session Western Digital shares rose about 8.1% to $186.30 by mid-afternoon on Friday, lifting with a broad move higher in data-storage and memory stocks. The stock traded between $176.00 and $187.53 and last showed volume of about 4.7 million shares. The move keeps Western Digital in focus after a breakout year that made it the S&P 500’s best-performing stock in 2025, as investors gauge whether demand tied to artificial intelligence infrastructure can hold up. Barron’s The rally in storage names came as U.S. equities wavered in the first session of the
Intuit stock drops nearly 5% today as insider sale filing hits tape — what investors watch next (INTU)

Intuit stock drops nearly 5% today as insider sale filing hits tape — what investors watch next (INTU)

NEW YORK, Jan 2, 2026, 14:48 ET — Regular session Intuit shares slid on Friday, falling 4.7% to $631.08 in afternoon trading after dipping to $622.31 earlier in the session. The move mattered because it came as investors turn toward the start of the U.S. tax-prep season, a period that can sharpen focus on demand for Intuit’s TurboTax products. The stock’s decline also stood out against a steadier broad market, with the S&P 500 ETF SPY up modestly while the Nasdaq-100 ETF QQQ hovered near flat. Intuit also fell alongside several large software names on the first trading day of
Nuvation Bio stock today: NUVB slides nearly 7% as early gains fade

Nuvation Bio stock today: NUVB slides nearly 7% as early gains fade

NEW YORK, Jan 2, 2026, 2:49 PM ET — Regular session Shares of Nuvation Bio Inc fell about 6.8% to $8.35 in afternoon trading on Friday, after opening at $8.97 and swinging between $9.13 and $8.30. About 3.3 million shares had changed hands. The decline stood out against a softer but steadier biotech tape. The SPDR S&P Biotech ETF was down about 0.7% and iShares Nasdaq Biotechnology ETF slipped about 0.2%, while the S&P 500 ETF was modestly higher and small caps outperformed. The stock’s slide comes as investors recalibrate risk in the first U.S. session of 2026, with strategists
EverCommerce stock slides 6% in regular trade after CEO share-sale disclosure hits tape

EverCommerce stock slides 6% in regular trade after CEO share-sale disclosure hits tape

NEW YORK, January 2, 2026, 14:49 ET — Regular session EverCommerce Inc shares were down 6.6% at $11.31 in afternoon trading on Friday, after hitting an intraday low of $10.89. The Nasdaq 100 tracker was little changed, while the S&P 500 ETF was up about 0.2%. The move matters because EverCommerce is a smaller, thinly traded software name, where swings can be sharper than the broader market on modest news flow. A steep drop early in the year can also draw attention from investors resetting positions after year-end. Traders have been parsing a fresh insider-trading disclosure from the company’s founder
PepsiCo stock dips today as PEP lags staples, with earnings and dividend in focus

PepsiCo stock dips today as PEP lags staples, with earnings and dividend in focus

NEW YORK, Jan 2, 2026, 14:50 ET — Regular session PepsiCo shares slipped on Friday, down 0.4% at $142.93, giving back about 59 cents from the prior close, according to market data. The soft drinks and snacks maker lagged the broader tape. The SPDR S&P 500 ETF was up about 0.2%, while the Consumer Staples Select Sector SPDR ETF gained roughly 0.3%. That gap matters in the first trading session of 2026 because investors often use consumer staples — companies that sell everyday essentials — as a defensive pocket when they want steadier earnings. PepsiCo’s underperformance also puts a spotlight

Stock Market Today

iFAST share price drops 3% as markets shut; earnings next week in focus

iFAST share price drops 3% as markets shut; earnings next week in focus

7 February 2026
iFAST shares fell 3.2% to S$9.64 in heavy trading Friday, closing near the day’s low as investors awaited FY2025 results due Feb. 12. The stock is about 13% below its 52-week high. iFAST recently agreed to buy a 30% stake in Financial Alliance for S$19.6 million, pending regulatory approval. Assets under administration stood at S$30.62 billion as of Sept. 30.
Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

7 February 2026
Sembcorp shares closed at S$6.05 on Friday, down 0.33%, as Singapore’s STI dropped 0.8%. Shareholders approved the A$6.5 billion Alinta Energy takeover on Jan 30, but the deal still faces regulatory and closing conditions. Sembcorp will release FY2025 results on Feb 25 before market open. Trading volume reached about 4.3 million shares.
Hongkong Land share price drops 4% despite fresh buyback — what investors watch next

Hongkong Land share price drops 4% despite fresh buyback — what investors watch next

7 February 2026
Hongkong Land shares fell 4.2% to US$8.18 in Singapore on Friday after the company disclosed a buyback of 170,000 shares at US$8.5252 each on Feb. 5, with plans to cancel them. The drop followed a volatile week marked by a new Singapore real estate fund launch and an expanded buyback programme. Investors are watching for the group’s annual results on March 5.
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