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Business Updates News 24 January 2026 - 27 January 2026

Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials jumped 4.8% to $334.84 after Micron announced a $24 billion memory plant in Singapore, signaling higher chip equipment demand. Sector peers Lam Research, KLA, and ASML also advanced. Analysts expect enterprise SSD prices to surge as supply tightens. Investors await the Fed’s rate decision Wednesday and ASML’s earnings for clues on 2026 demand.
KLA stock jumps nearly 5% as Micron’s $24 billion Singapore plan lifts chip-equipment shares

KLA stock jumps nearly 5% as Micron’s $24 billion Singapore plan lifts chip-equipment shares

KLA shares rose 4.6% to $1,613 in midday New York trading Tuesday, tracking gains across chip-equipment makers after Micron announced a $24 billion Singapore factory. The Philadelphia Semiconductor Index advanced 2.7%. Investors await the Federal Reserve’s policy decision Wednesday and KLA’s earnings report Thursday for signals on sector demand.
Exxon Mobil stock price climbs as Gulf Coast freeze tightens oil; BYD tie-up, CCS launch add focus

Exxon Mobil stock price climbs as Gulf Coast freeze tightens oil; BYD tie-up, CCS launch add focus

Exxon Mobil began shutting units at its Baytown, Texas complex due to freezing Gulf Coast weather. Shares rose 1.1% to $136.32 as oil prices climbed. Traders are watching for Exxon’s Jan. 30 earnings and OPEC+ supply talks this weekend. The company also launched commercial carbon capture operations in Louisiana.
Cisco stock jumps on Evercore upgrade as Cisco rolls out new 360 Partner Program

Cisco stock jumps on Evercore upgrade as Cisco rolls out new 360 Partner Program

Cisco shares rose 3.3% to $77.02 in after-hours trading Monday after Evercore ISI upgraded the stock and raised its price target to $100, citing AI demand and an enterprise network upgrade cycle. Cisco also launched its new “Cisco 360” partner program targeting AI. Arista Networks and Hewlett Packard Enterprise shares also advanced during the session. Cisco’s next earnings report is scheduled for Feb. 11.
EquipmentShare stock jumps 33% in IPO debut — what to know before EQPT trades again

EquipmentShare stock jumps 33% in IPO debut — what to know before EQPT trades again

EquipmentShare.com Inc’s Class A shares (EQPT) surged 32.9% in their Nasdaq debut Friday, closing at $32.56 after pricing at $24.50. The IPO raised $747.3 million, selling 30.5 million shares at the top of its range. Shares traded between $28 and $33 before hitting $34.50 after hours. The company operates 373 U.S. locations and plans to nearly double its footprint within five years.
BT shares finish week higher as Openreach widens copper switch-off list, with Feb 5 update next

BT shares finish week higher as Openreach widens copper switch-off list, with Feb 5 update next

BT shares closed at 188.25 pence Friday, up 0.75%, after Openreach announced it will halt copper-based services at 132 more exchanges, affecting about 1.23 million premises. The FTSE 100 ended lower, but BT extended a two-day rise. Investors await BT’s Q3 FY26 update on Feb. 5. No new regulatory filings since Dec. 31.
Nestle stock price: baby-formula death probe and water-unit sale report set up next week

Nestle stock price: baby-formula death probe and water-unit sale report set up next week

Nestlé shares fell 0.98% Friday to 72.47 francs after French officials launched probes into two infant deaths linked to recalled baby formula. French authorities said no scientific link has been established; Nestlé denies any connection. Investors are watching Nestlé’s planned water business stake sale, with first-round bids due this month. Shares dropped about 3.7% over the past week.
Oracle stock heads into Monday after Morgan Stanley cuts target, TikTok deal draws heat

Oracle stock heads into Monday after Morgan Stanley cuts target, TikTok deal draws heat

Oracle shares fell 0.6% to $177.16 Friday as investors weighed costs tied to its AI push. Morgan Stanley cut its price target to $213, citing high capital needs and warning of “little room for error.” A new TikTok joint venture would bring Oracle closer to the app’s technology, drawing scrutiny from lawmakers. Oracle raised its 2026 capital spending forecast to $50 billion in December.
Uber stock price dips as NYC tipping-law setback hits delivery apps; what’s next for UBER shares

Uber stock price dips as NYC tipping-law setback hits delivery apps; what’s next for UBER shares

Uber shares fell 0.3% to $82.31 Friday after federal judges rejected attempts by Uber, DoorDash, and Instacart to block New York City’s new delivery app tipping rules, set to start Jan. 26. All three companies plan to appeal. Investors await Uber’s Feb. 4 earnings for signs of regulatory impact on delivery margins.
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Stock Market Today

Halma share price: Friday’s lift sets up what investors watch next week

Halma share price: Friday’s lift sets up what investors watch next week

7 February 2026
Halma shares closed up 0.7% at 3,548 pence on Friday, valuing the group at about £13.4 billion. The Bank of England held rates at 3.75% in a split vote, keeping rate-cut speculation in focus. Halma’s next trading update is set for March 12. The FTSE 100 ended the week up 0.6%, lifted by bank stocks.
Diageo share price slips into the weekend as investors eye Feb. 25 results

Diageo share price slips into the weekend as investors eye Feb. 25 results

7 February 2026
Diageo shares closed down 1.48% at 1,760 pence on Friday, trailing a 0.59% gain in the FTSE 100. An updated analyst consensus points to a 2.0% fall in first-half organic net sales ahead of interim results due Feb. 25. Trading volume was light, and the stock remains over 22% below its 52-week high.
National Grid share price: what to know before London reopens after BoE signal

National Grid share price: what to know before London reopens after BoE signal

7 February 2026
National Grid shares closed at 1,285 pence in London on Friday, up 0.23%. The Bank of England held rates at 3.75% after a close vote, signaling possible cuts if inflation falls. National Grid announced a wireless power transmission study with Space Solar and marked five years of IFA2 interconnector operations. Its U.S. ADR ended at $88.06, up $1.17.
BAE Systems share price rises into weekend — what to watch before Monday’s London open

BAE Systems share price rises into weekend — what to watch before Monday’s London open

7 February 2026
BAE Systems shares closed up 1.2% at 1,879 pence on Friday, tracking gains in European defence stocks. The company’s market value stands near £54.8 billion. Investors await BAE’s full-year results on Feb. 18 for updates on cash returns and orders. GXO Logistics renewed and expanded its contract to support BAE’s Type 26 frigate program in Scotland.
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