Today: 7 February 2026
Subscribe
Browse Category

Business Analysis News 2 January 2026 - 8 January 2026

Tecnoglass stock rebounds nearly 8% after Apogee outlook cut — what investors watch next

Tecnoglass stock rebounds nearly 8% after Apogee outlook cut — what investors watch next

New York, January 8, 2026, 11:53 EST — Regular session Tecnoglass (TGLS) shares rose nearly 8% on Thursday, lifting the stock back above $50 after a choppy start to the week. The stock was up about 7.9% at $51.75 in late morning trade. The move comes as investors weigh fresh warnings from rival Apogee Enterprises, whose outlook reset jolted building-products names on Wednesday. Apogee said it now expects fiscal 2026 net sales of about $1.39 billion and adjusted earnings per share — profit per share excluding some items — of $3.40 to $3.50, and it built in an estimated $0.30
8 January 2026
······
GameStop (GME) stock jumps premarket after Ryan Cohen pay plan sets $100 billion target

GameStop (GME) stock jumps premarket after Ryan Cohen pay plan sets $100 billion target

New York, Jan 8, 2026, 08:12 (EST) — Premarket GameStop Corp (GME) shares rose 3.1% to $21.29 in premarket trading on Thursday after the company laid out a long-term pay package for CEO Ryan Cohen that could run to about $35 billion if the top targets are met. The award hinges on GameStop lifting its market value to $100 billion and producing $10 billion in cumulative performance EBITDA, a measure of operating profit before interest, taxes and some non-cash costs. Reuters Why it matters now is the signal. GameStop is still trying to sell investors on a turnaround in a
8 January 2026
····
Nike stock drops after-hours after sale of NFT unit RTFKT, RBC trims target

Nike stock drops after-hours after sale of NFT unit RTFKT, RBC trims target

New York, Jan 7, 2026, 7:43 PM EST — After-hours Nike (NKE) shares fell on Wednesday after the company sold RTFKT, its digital products subsidiary, retreating further from blockchain-based collectibles known as NFTs, or non-fungible tokens. A Nike spokesperson said RTFKT “transitioned to a new owner on December 17,” and Nike declined to disclose terms or the buyer. Bloomberg Law The move lands as investors look for signs Nike’s turnaround is narrowing back to its core footwear and apparel engine, after a stretch of experiments that did not move the needle for the stock. RTFKT was a symbol of the
8 January 2026
····
KLA stock slides after-hours as chip gear names cool off; India R&D expansion in focus

KLA stock slides after-hours as chip gear names cool off; India R&D expansion in focus

New York, Jan 7, 2026, 19:14 EST — After-hours KLA Corp shares fell about 2.5% to $1,359.69 in after-hours trading on Wednesday, tracking a late-day pullback in semiconductor equipment stocks. Applied Materials, Lam Research and ASML also ended lower as the S&P 500 slipped and investors rotated back toward a narrow set of mega-cap AI names that lifted the Nasdaq, a Reuters report showed. Reuters That matters for KLA because it sits in the middle of chip-factory spending: it sells process-control tools that inspect wafers for defects and help chipmakers keep yields up. When the market’s mood swings on rates
8 January 2026
·······
Bloom Energy stock jumps as $600 million Wells Fargo credit line and $502 million Quanta microgrid deal draw fresh attention

Bloom Energy stock jumps as $600 million Wells Fargo credit line and $502 million Quanta microgrid deal draw fresh attention

NEW YORK, Jan 7, 2026, 11:43 EST — Regular session Bloom Energy Corp (NYSE: BE) shares rose 8.1% to $111.38 on Wednesday, lifting off an intraday low of $100.87, as investors refocused on a new $600 million bank line and a large fuel-cell microgrid purchase linked to Quanta. The stock hit an intraday high of $111.41 and traded more than 8.3 million shares by late morning, keeping the $100 level in play for traders after the early slide. The move matters because Bloom has become a sensitive read-through on on-site power demand, a corner of the market that has drawn
7 January 2026
·····
Trane Technologies (TT) stock slides after Nvidia says “no water chillers” needed for data centers

Trane Technologies (TT) stock slides after Nvidia says “no water chillers” needed for data centers

New York, January 6, 2026, 19:43 EST — After-hours Trane Technologies plc shares closed down 2.5% on Tuesday at $381.10 and were steady in after-hours trading. The move followed comments from Nvidia CEO Jensen Huang that next-generation chips would reduce cooling requirements in data centers, the buildings that house computer servers. Reuters Trane fell as much as 10.7% earlier in the session before trimming losses, underlining how sensitive the stock has become to shifts in the AI infrastructure trade. Barclays analyst Julian Mitchell wrote, “Given the primacy of Nvidia to the whole AI ecosystem, one should not take their comments
7 January 2026
·····
Roblox stock drops as outage reports, insider sale and TD Cowen cut put engagement in focus

Roblox stock drops as outage reports, insider sale and TD Cowen cut put engagement in focus

New York, Jan 6, 2026, 15:51 EST — Regular session Roblox Corp shares fell about 5.6% to $76.47 in afternoon trading on Tuesday, sliding as low as $75 after a mix of outage reports, insider selling disclosures and a bearish broker note kept the focus on user engagement heading into the next results. The pullback matters now because Roblox’s valuation hinges on sustained time spent on its platform and the pace at which it turns that attention into bookings and advertising revenue. Any sign that engagement is cooling into the new year can quickly reset expectations for the quarter. TD
6 January 2026
···
Johnson Controls (JCI) stock slides after Nvidia’s CES cooling claim spooks data-center bulls

Johnson Controls (JCI) stock slides after Nvidia’s CES cooling claim spooks data-center bulls

New York, Jan 6, 2026, 15:15 EST — Regular session Johnson Controls International (JCI) fell 5.5% to $114.79 in afternoon trading on Tuesday after Nvidia CEO Jensen Huang said the chipmaker’s next-generation Vera Rubin platform could sharply reduce cooling needs in data centers and that “no water chillers are necessary for data centres.” The stock has traded between $108.41 and $120.39, and other heating, ventilation and air-conditioning (HVAC) names also weakened. Barclays analysts led by Julian Mitchell said investors “should not take their comments lightly” and estimated data centers account for a low-double-digit share of Johnson Controls’ sales. Reuters The
6 January 2026
······
Versant Media Group stock extends debut slide as Comcast spinoff meets early skepticism

Versant Media Group stock extends debut slide as Comcast spinoff meets early skepticism

New York, Jan 6, 2026, 14:19 EST — Regular session Shares of Versant Media Group (VSNT.O) were down about 5% at $38.55 in early afternoon trading on Tuesday, extending losses from the stock’s first day as a standalone company. About 6.8 million shares had traded by 2 p.m. ET, data showed. Finviz The stock’s debut is being watched as a barometer for how investors value legacy cable networks, a business under pressure as viewers shift to streaming and cut pay-TV bundles — known as cord-cutting. “Legacy TV networks still consistently generate revenue but their future outlook is bleak,” Ross Benes,
6 January 2026
····
Cisco stock dips as $2 billion Axonius takeover report fuels security M&A chatter

Cisco stock dips as $2 billion Axonius takeover report fuels security M&A chatter

New York, Jan 5, 2026, 15:19 EST — Regular session Cisco Systems Inc (CSCO.O) shares edged lower on Monday after an Israeli tech outlet reported the networking company is in talks to buy cybersecurity firm Axonius for about $2 billion, a deal Axonius publicly denied. ctech The report matters now because Cisco has been leaning harder into security and software to broaden growth beyond hardware, and asset visibility is a rising priority for large companies managing sprawling fleets of devices and cloud applications. A purchase would also keep attention on how Cisco deploys cash as dealmaking returns to parts of
5 January 2026
····
Confluent stock drifts after New Year’s open — the IBM deal deadline traders are watching

Confluent stock drifts after New Year’s open — the IBM deal deadline traders are watching

NEW YORK, Jan 3, 2026, 15:58 ET — Market closed Confluent shares slipped 0.4% to $30.11 at Friday’s close, after trading between $30.09 and $30.30. Volume was about 29.4 million shares. The stock’s day-to-day move matters now mostly for takeover math, not fundamentals. Confluent is in a pending all-cash acquisition, and traders are watching how tightly the shares track the deal price. The broader market backdrop can still shift that spread. U.S. stocks opened 2026 with choppy trading as Treasury yields climbed, a mix that tends to pressure growth names and raise the return investors demand for waiting on cash
3 January 2026
······
Netflix stock slides to start 2026 as NFL streaming record fails to lift shares

Netflix stock slides to start 2026 as NFL streaming record fails to lift shares

NEW YORK, January 2, 2026, 17:22 ET — After-hours Netflix shares were down 2.97% at $90.99 in after-hours trading on Friday, after falling through the regular session. The decline matters now because Netflix is leaning harder into live sports and advertising to drive growth, and investors are testing whether those bets can offset a choppy backdrop for high-valuation tech. Reuters It also lands as Treasury yields ticked up, a move that can pressure growth stocks by raising the discount rate investors use to value future profits. “Value is outperforming growth,” said Jed Ellerbroek, a portfolio manager at Argent Capital. Reuters
2 January 2026
····
1 … 7 8 9 10 11 … 17

Stock Market Today

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
Go toTop