Today: 7 February 2026
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Company Analysis News 28 January 2026 - 30 January 2026

Johnson & Johnson stock price: JNJ closes lower after talc fraud suit tossed — what investors watch next

Johnson & Johnson stock price: JNJ closes lower after talc fraud suit tossed — what investors watch next

Johnson & Johnson shares fell 0.19% to $227.29 after a U.S. judge dismissed a fraud lawsuit over its talc-bankruptcy strategy. The stock later rose to $227.98 in after-hours trading. The ruling found plaintiffs failed to show harm from paused cases. Investors now watch for appeals and upcoming drug pricing changes.
30 January 2026
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Joby Aviation stock slides after $1.2 billion deal; dilution and hedging now in focus

Joby Aviation stock slides after $1.2 billion deal; dilution and hedging now in focus

Joby Aviation shares plunged 16.8% to $11.14 after the company announced a $1.2 billion stock and convertible note offering, including $600 million in 0.75% notes due 2032. The deal, upsized from $1 billion, will settle Feb. 2. Traders focused on the impact of new share supply and hedging activity tied to the convertible notes. Other eVTOL stocks also fell, but Joby’s drop was steeper.
30 January 2026
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Carvana stock snaps back after Gotham short report as JPMorgan calls claims “misrepresentation”

Carvana stock snaps back after Gotham short report as JPMorgan calls claims “misrepresentation”

Carvana shares rose 4.3% to $427.44 in after-hours trading Thursday, rebounding from a 14% plunge triggered by a Gotham City Research short report alleging $1 billion in overstated earnings. Analysts from JPMorgan, BTIG, and William Blair defended the company, which denied the claims. Trading volume reached 6.9 million shares. Carvana reports earnings Feb. 18.
30 January 2026
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AST SpaceMobile (ASTS) stock drops as rally cools and investors refocus on BlueBird 7

AST SpaceMobile (ASTS) stock drops as rally cools and investors refocus on BlueBird 7

AST SpaceMobile shares fell 4.5% to $115.73 by midday Thursday after a law firm announced an investigation into investor claims. The drop followed a volatile session, with the stock swinging from $123.52 to $113.40. Investors are focused on the late-February BlueBird 7 satellite launch and the March 3 earnings report.
29 January 2026
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3i Group share price jumps as Action sales pick up; £1bn GIC deal in focus

3i Group share price jumps as Action sales pick up; £1bn GIC deal in focus

3i Group shares surged 10.6% after reporting stronger January trading at Action and announcing a deal to raise its stake in the retailer to 65.3% via a share-funded transaction with GIC. Diluted NAV per share rose to 3,017 pence as of Dec. 31. Action’s like-for-like sales grew 6.1% in January after a slower 2025, with France recovering from earlier declines. The GIC deal is expected to close Jan. 30.
29 January 2026
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Sage stock hits one-year low as SGE.L slides again, with broker cut and buyback in play

Sage stock hits one-year low as SGE.L slides again, with broker cut and buyback in play

Sage Group shares fell 2% on Thursday, touching a one-year low of 967 pence before recovering slightly to 975.2 pence by 0942 GMT. The drop followed a Deutsche Bank price target cut and news of an ongoing share buyback. Sage reported 10% revenue growth for the quarter, reaffirming guidance. The AGM is set for Feb. 5, with a final dividend vote scheduled.
29 January 2026
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ST Engineering stock rises as broker lifts target on record contract wins — what investors watch next

ST Engineering stock rises as broker lifts target on record contract wins — what investors watch next

ST Engineering shares rose 1.37% to S$9.61 after the company reported record 2025 contract awards of S$18.7 billion, up 49% from 2024. RHB raised its target price to S$10.70, citing strong order momentum. The stock traded between S$9.45 and S$9.65 during the session. Investors await FY2025 results on February 27.
29 January 2026
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Applied Digital stock price slides as APLD gives back Nvidia-CoreWeave rally — what investors watch next

Applied Digital stock price slides as APLD gives back Nvidia-CoreWeave rally — what investors watch next

Applied Digital Corp shares fell 5.2% to $39.19 Wednesday after a recent surge tied to AI data-center demand and CoreWeave’s expansion. The drop followed Nvidia’s $2 billion investment in CoreWeave and news of a partnership to build over 5 gigawatts of AI data centers by 2030. Applied Digital recently broke ground on a new 430-megawatt campus. The company warned in filings that project delays could impact revenue.
28 January 2026
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Redwire stock swings after $151B SHIELD win — what RDW traders watch next

Redwire stock swings after $151B SHIELD win — what RDW traders watch next

Redwire shares fell 6.4% to $13.29 in early Wednesday trading, reversing gains after the company secured a spot on the U.S. Missile Defense Agency’s $151 billion SHIELD contract. The contract is an IDIQ vehicle with no guaranteed revenue. Trading volume reached 25.7 million shares. Investors now await follow-on task orders and Redwire’s quarterly report due in March.
28 January 2026
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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.
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