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Earnings News 13 January 2026 - 15 January 2026

TSMC sparks chip-stock surge as Wall Street rebounds on bank earnings

TSMC sparks chip-stock surge as Wall Street rebounds on bank earnings

New York, Jan 15, 2026, 10:57 EST Wall Street’s main indexes bounced back Thursday following two straight days of losses, buoyed by a chip rally fueled by Taiwan Semiconductor Manufacturing Co’s positive outlook and fresh U.S. financial results. At 9:34 a.m. ET, the Dow Jones Industrial Average climbed 146.42 points, or 0.30%, the S&P 500 added 40.50 points, or 0.58%, and the Nasdaq Composite rose 197.64 points, or 0.84%, with Nvidia and chip-equipment stocks leading the gains. Financial shares faced pressure this week amid concerns over a proposed one-year cap on credit card interest rates at 10%, even as markets
15 January 2026
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Citigroup stock rises 3% as earnings hangover fades and price targets climb

Citigroup stock rises 3% as earnings hangover fades and price targets climb

New York, January 15, 2026, 10:14 EST — Regular session Citigroup shares climbed roughly 3.3% to $116.11 in early Thursday trading, rallying past other major U.S. banks following a mixed initial response to its quarterly results. Investors remain torn on Citi’s value if its overhaul delivers more consistent profits — and whether political and regulatory hurdles will curb potential gains. The stock has shifted quickly from a “fix-it” narrative to a “prove it” challenge. The deal market’s comeback is a key draw. “We are seeing an accelerating pipeline in M&A and IPOs,” Morgan Stanley CFO Sharon Yeshaya told Reuters. Citi,
15 January 2026
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BAT stock in focus: British American Tobacco buyback update hits ahead of February results

BAT stock in focus: British American Tobacco buyback update hits ahead of February results

London, Jan 15, 2026, 07:37 GMT — Premarket British American Tobacco said it bought back 118,229 shares on Jan. 14 at prices between 4,160p and 4,245p, paying a volume-weighted average price (VWAP, a volume-weighted trading price) of 4,197.4176p. It said it would cancel the shares, taking the number of voting shares in issue to 2,178,299,552, excluding treasury stock. (Investegate) The buyback matters now because it is one of the few company-specific signals ahead of results season. BAT extended its share repurchase programme by up to 1.3 billion pounds for 2026 and put UBS in charge of buying shares independently during
15 January 2026
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TSMC Q4 earnings beat forecasts on AI demand — the numbers driving TSM stock

TSMC Q4 earnings beat forecasts on AI demand — the numbers driving TSM stock

TAIPEI, Jan 15, 2026, 14:23 (GMT+8) Taiwan Semiconductor Manufacturing Co reported a record profit for the fourth quarter on Thursday, driven by strong demand for AI chips. The company’s net profit soared 35% year-on-year to T$505.7 billion ($16.01 billion), surpassing analyst expectations. https://www.reuters.com/world/china/tsmc-q4-profit-jumps-35-record-beats-expectations-2026-01-15/ This result is significant since TSMC is at the heart of the AI boom, providing cutting-edge chips to major U.S. tech players like Nvidia and Apple. Any shift in its margins sends ripples through much of the supply chain. The timing is shaky for the sector. Investors wrestle with whether AI demand will hold up through 2026
15 January 2026
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Apple stock drifts lower after tech slide, with Gemini-Siri deal and earnings in focus

Apple stock drifts lower after tech slide, with Gemini-Siri deal and earnings in focus

New York, Jan 14, 2026, 16:05 EST — After-hours Apple shares dipped Wednesday amid another wave of selling in megacap tech stocks, pushing investors to reconsider the stock’s high valuation ahead of a crucial earnings report and significant AI-related expectations. Apple slipped $1.18, around 0.5%, to $259.87. Shares fluctuated from $256.91 up to $261.72, putting its market cap near $3.0 trillion. Why it matters now: Traders are stepping back from the top tech stocks after a solid rally, shifting focus as economic reports and initial big-bank earnings steer money into defensive plays. Apple often follows this broader trend, even if
14 January 2026
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SoFi stock drops 3% as “Trump Accounts” plan lands and investors eye Jan. 30 results

SoFi stock drops 3% as “Trump Accounts” plan lands and investors eye Jan. 30 results

New York, Jan 14, 2026, 14:55 (EST) — Regular session. SoFi Technologies shares dropped 3.1% to $26.31 in afternoon trading Wednesday, after fluctuating between $27.13 and $25.93 earlier. Trading volume hit roughly 30.6 million shares. SoFi is approaching its upcoming quarterly report with more dilution on the horizon. A recent filing revealed the digital lender sold shares at $27.50 each in a public offering, then issued additional stock after underwriters tapped their option to sell extra shares, pushing the total number sold to 57,754,660. (SEC) Policy headlines are now making their way into the market chatter. Bank leaders pushed back
14 January 2026
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Bank of America stock drops after earnings beat as investors dig into rates, regulation

Bank of America stock drops after earnings beat as investors dig into rates, regulation

New York, Jan 14, 2026, 10:20 EST — Regular session Shares of Bank of America (BAC) dropped roughly 4.3% to $52.22 in early trading Wednesday, even though the bank posted quarterly profits that beat expectations. The decline adds to a broader selloff among major U.S. banks. The broader market slipped, with the S&P 500 down 0.43% and the Nasdaq falling 0.68% by 9:34 a.m. ET, as investors digested mixed earnings from banks alongside new policy developments. After a solid 12-month rally, bank stocks were once again under pressure in early trading. (Reuters) The focus has shifted from whether they beat
14 January 2026
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Infosys Q3 results: Profit hit by labour codes, but FY26 guidance gets a lift

Infosys Q3 results: Profit hit by labour codes, but FY26 guidance gets a lift

BENGALURU, January 14, 2026, 17:04 IST Infosys on Wednesday boosted its FY26 revenue growth forecast to 3%-3.5%, following Q3 results that saw October-December revenue climb 8.9% to 454.79 billion rupees, slightly above expectations. Profit dipped 2.2% to 66.54 billion rupees, dragged down by a one-time 12.89 billion rupee charge related to India’s new labour codes. (Reuters) The guidance shift is crucial as investors seek clearer signals on demand in India’s IT services sector, where spending remains uneven and deal closures can suddenly falter. Ahead of the earnings, brokerages flagged furloughs and fewer working days in the December quarter as typical
14 January 2026
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ServiceNow stock slides as Oppenheimer trims target, with earnings two weeks out

ServiceNow stock slides as Oppenheimer trims target, with earnings two weeks out

New York, Jan 13, 2026, 19:28 EST — After-hours ServiceNow (NYSE:NOW) shares fell about 3% on Tuesday and were slightly lower in after-hours trading, after Oppenheimer lowered its price target on the enterprise software maker while keeping an “outperform” rating. (marketscreener.com) The timing matters. ServiceNow is due to report fourth-quarter and full-year results on Jan. 28, with the numbers and outlook likely to set the tone for the next leg in the stock after a choppy start to 2026. (ServiceNow Newsroom) Tuesday’s drift lower came as U.S. stocks ended modestly down, led by losses in financial shares, even after inflation
14 January 2026
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Fabrinet (FN) stock jumps 8% after CPI report as traders eye next earnings test

Fabrinet (FN) stock jumps 8% after CPI report as traders eye next earnings test

New York, Jan 13, 2026, 14:12 EST — Regular session Fabrinet shares climbed 7.8% to $499.25 during afternoon trading on Tuesday, reaching an intraday peak of $504.90. The stock had closed at $462.94 the day before and has fluctuated between $460.00 and $504.90 earlier in the session. The sharp move thrust the optical and electronics contract manufacturer into focus as investors ignored weakness in some major sectors and zeroed in on tech-linked momentum. A steady inflation report kept rate cut talks alive, which usually boosts higher-multiple hardware stocks quickly. U.S. consumer prices increased by 0.3% in December, bringing the annual
13 January 2026
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UnitedHealth stock slides after Senate report targets Medicare Advantage coding as UNH earnings loom

UnitedHealth stock slides after Senate report targets Medicare Advantage coding as UNH earnings loom

New York, January 13, 2026, 12:11 EST — Regular session Shares of UnitedHealth Group Incorporated dropped roughly 1.3%, hitting $336.10 by midday Tuesday. The move came after a Senate Judiciary Committee report criticized the insurer’s Medicare Advantage risk-adjustment coding. Senator Chuck Grassley, who chairs the panel, claimed the company “appears to be gaming the system” related to payments for sicker patients. (grassley.senate.gov) Why it matters now: Medicare Advantage channels a massive flow of public funds through private insurers, and any shift in payment formulas can come fast if Washington clamps down with stricter rules or ramps up audits. Risk adjustment
13 January 2026
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Moderna stock jumps 12% after $1.9 billion 2025 sales view — what investors watch next

Moderna stock jumps 12% after $1.9 billion 2025 sales view — what investors watch next

New York, January 13, 2026, 11:31 EST — Regular session Moderna shares were up $3.97, or 11.7%, at $37.81 by late morning in New York, lifting the vaccine maker to one of the stronger movers in biotech trading. The bounce comes as investors try to pin down what “post-pandemic Moderna” looks like — smaller, more volatile, and still dependent on seasonal vaccine demand that can shift fast. The company’s early look at 2025 is being read as a test of whether the slide has finally slowed. Moderna said it expects about $1.9 billion in 2025 sales, near the top end
13 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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