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Financial Analysis News 26 January 2026

Seagate Technology stock price jumps ahead of Jan. 27 earnings; STX tops $370 intraday

Seagate Technology stock price jumps ahead of Jan. 27 earnings; STX tops $370 intraday

Seagate shares rose 3.5% to $358.14 in after-hours trading Monday, ahead of its earnings release set for Jan. 27. Volume reached 5 million shares as the stock extended a year-long rally of about 244%. Analyst Matt Bryson raised his price target to $380, citing ongoing supply constraints. Western Digital also gained 1.9% after hours.
26 January 2026
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Amphenol stock price jumps as APH heads into Q4 earnings and a Fed-packed week

Amphenol stock price jumps as APH heads into Q4 earnings and a Fed-packed week

Amphenol shares rose 3% to close at $155.53 on Monday, outpacing the S&P 500 ahead of its fourth-quarter earnings release set for Wednesday. The move follows the company’s recent $4.1 billion acquisition of CommScope’s Connectivity and Cable Solutions business. Investors are also watching for the Federal Reserve’s rate decision on Jan. 28.
26 January 2026
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Uber stock edges higher today as Evercore keeps $150 target and NYC tipping rules hit delivery apps

Uber stock edges higher today as Evercore keeps $150 target and NYC tipping rules hit delivery apps

Uber shares rose 0.4% to $82.61 Monday as investors weighed the impact of robotaxis and new NYC tipping rules. Evercore ISI reiterated its Outperform rating and $150 target, citing Uber’s autonomous partnerships but warning of risks from rival networks. DoorDash warned NYC’s tipping mandate could hurt small business orders. Uber will report Q4 results on Feb. 4.
26 January 2026
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Zoom stock jumps 11% after analyst flags ‘hidden gem’ Anthropic stake

Zoom stock jumps 11% after analyst flags ‘hidden gem’ Anthropic stake

Zoom Communications shares jumped 10.8% to $95.08 Monday after a Baird analyst estimated Zoom’s 2023 stake in AI startup Anthropic could now be worth up to $4 billion. The rally comes as investors revalue software firms with AI ties, though Zoom’s core video business still faces slow growth. The company reports earnings Feb. 23.
26 January 2026
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CoreWeave stock jumps on Nvidia’s $2 billion deal as Wall Street braces for a make-or-break week for AI stocks

CoreWeave stock jumps on Nvidia’s $2 billion deal as Wall Street braces for a make-or-break week for AI stocks

CoreWeave shares rose 8% Monday after Nvidia announced a $2 billion investment, nearly doubling its stake. Nvidia priced the deal at $87.20 per share for about 23 million shares. Microsoft launched its Maia 200 AI chip the same day, aiming to challenge Nvidia’s dominance in AI data centers. Nvidia shares dipped 0.4%, while Microsoft gained 1.6%.
26 January 2026
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Gilead stock ticks up after BMO lifts target to $150, flags Yeztugo coverage gains

Gilead stock ticks up after BMO lifts target to $150, flags Yeztugo coverage gains

Gilead Sciences shares rose 0.9% to $137.21 midday Monday after BMO Capital Markets raised its price target to $150, citing expanded insurance coverage for Yeztugo, Gilead’s new HIV prevention shot. CVS confirmed coverage starting Jan. 1, pushing overall insurer coverage above 80%. Gilead says it has already met its 2025 Yeztugo sales target of $150 million. Investors await Gilead’s earnings report, expected Feb. 10.
26 January 2026
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Bank of America stock price today: BAC edges higher as the Fed takes center stage

Bank of America stock price today: BAC edges higher as the Fed takes center stage

Bank of America shares rose 0.6% to $52.06 by midday Monday, tracking gains across major U.S. banks ahead of the Federal Reserve’s January rate decision. Investors are watching for fallout from a proposed 10% cap on credit-card rates and Bank of America’s forecast for 7% net interest income growth this quarter.
26 January 2026
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Applied Materials stock slips midday as chip-equipment trade turns cautious ahead of ASML results

Applied Materials stock slips midday as chip-equipment trade turns cautious ahead of ASML results

Applied Materials shares fell 0.6% to $320.56 by midday Monday, while Lam Research and KLA rose and ASML gained 1.6%. Semiconductor ETFs were little changed. Investors are awaiting ASML’s earnings on Jan. 28 and Applied’s report on Feb. 12 amid sector focus on spending plans and U.S. export controls.
26 January 2026
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Capital One stock price rises as COF investors weigh Brex bet, Trump lawsuit and Fed week

Capital One stock price rises as COF investors weigh Brex bet, Trump lawsuit and Fed week

Capital One shares rose 0.9% to $219.27 Monday after the bank agreed to acquire fintech Brex for $5.15 billion in cash and stock, with closing expected by mid-2026. The company reported a 13% jump in non-interest expenses and a $1.4 billion increase in credit loss provisions. Capital One also faces a lawsuit from the Trump Organization over alleged politically motivated account closures.
26 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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