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Investing News 14 January 2026

AppLovin stock dives 10% in New York trade even as Evercore, Morgan Stanley flag upside

AppLovin stock dives 10% in New York trade even as Evercore, Morgan Stanley flag upside

New York, January 14, 2026, 11:14 EST — Regular session underway. AppLovin Corp shares dropped over 10% Wednesday, hitting a new intraday low despite opening higher than Tuesday’s close. The stock slipped 10.1% to $601.05, down from $668.63 at the previous session’s end. This matters since AppLovin’s shares have turned into a volatile gauge of risk appetite in ad-tech and software, even though earnings are still weeks off. On a tape like this, minor changes in valuation chatter can trigger sharp price swings. Analysts remain upbeat. On Wednesday, Evercore ISI initiated coverage with an Outperform rating and set a price
Kenvue stock edges up as Kimberly-Clark vote nears — the deal spread traders are watching

Kenvue stock edges up as Kimberly-Clark vote nears — the deal spread traders are watching

New York, Jan 14, 2026, 11:12 EST — Regular session Kenvue Inc shares ticked up roughly 0.4% to $17.08 on Wednesday, continuing a stretch of modest fluctuations as the stock moves mainly on deal speculation. The gain followed Kimberly-Clark’s submission of extra documents to the U.S. Securities and Exchange Commission related to its intended purchase of the consumer health firm. Timing is key. Kenvue shareholders will vote on the deal on Jan. 29 at 9:00 a.m. ET, with most ballots expected by the night before, per the deal site. (leadinghealthandwellness.com) Under the deal, Kenvue shareholders will get $3.50 in cash
Robert Half stock rebounds as a new hiring survey hits and bulls talk a 2026 turn

Robert Half stock rebounds as a new hiring survey hits and bulls talk a 2026 turn

New York, January 14, 2026, 10:26 EST Robert Half (RHI) shares rose about 3% to $28.70 in morning trading on Wednesday, drawing fresh attention after a Seeking Alpha column pitched the staffing firm as an “underpriced cyclical recovery play.” The author put a fair value of $49 a share on a discounted cash-flow model — a method that estimates future cash and discounts it back to today — and argued the consulting arm, Protiviti, is helping cushion a soft staffing market. (Seeking Alpha) The timing matters because staffing names tend to move early in the hiring cycle, and investors are
Strategy (MSTR) stock jumps as Bitcoin rallies; SEC filing details $1.25 billion buy

Strategy (MSTR) stock jumps as Bitcoin rallies; SEC filing details $1.25 billion buy

New York, January 14, 2026, 10:45 ET — Trading underway Strategy Inc shares climbed Wednesday, following a surge in bitcoin and gains across crypto-related stocks. The stock jumped 6.3% to $183.94 in morning trading. Bitcoin advanced roughly 4.1% to $96,627, with Coinbase also seeing gains. This move is significant since Strategy acts as a liquid stand-in for bitcoin risk, often amplifying the token’s volatility. This week, attention shifts away from the firm’s software background toward its rapid bitcoin accumulation—and the methods behind funding that buildup. A U.S. securities filing on Monday revealed the company acquired 13,627 bitcoin between Jan. 5
Sandisk stock (SNDK) in play as Bernstein lifts target to $580 and retail money crowds in

Sandisk stock (SNDK) in play as Bernstein lifts target to $580 and retail money crowds in

NEW YORK, Jan 14, 2026, 10:53 EST — Regular session Shares of Sandisk Corp edged up 0.5% to $391.76 on Wednesday, bouncing between $380 and $401.08 earlier in the day. The move came after Bernstein analyst Mark Newman nearly doubled his price target, adding momentum to a rally already fueled by a surge of retail interest in memory stocks. (TipRanks) This shift is crucial since Sandisk has turned into a quick, liquid play on the storage crunch brewing in AI data centers. With heavy positioning, even a bullish note or a strong flow print can shake the stock sharply. Retail
Micron stock in focus as retail traders crowd memory names and BofA lifts target to $400

Micron stock in focus as retail traders crowd memory names and BofA lifts target to $400

New York, Jan 14, 2026, 10:28 (EST) — Regular session Micron Technology, Inc. shares dipped roughly 0.7% to $335.63 Wednesday morning, slipping back after an impressive rally earlier this year. The stock is under the spotlight after Reuters revealed retail traders ramped up bets on U.S. memory and data-storage chipmakers this January, anticipating an AI-driven supply crunch that will keep prices high. Samsung’s co-CEO TM Roh described the shortage as “unprecedented” in a recent Reuters interview. SanDisk (SNDK.O) drew over $7.1 million in retail inflows Monday alone. Western Digital (WDC.O) and Seagate (STX.O) have also recorded net inflows this year,
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
Opendoor (OPEN) stock slips as inflation data and Fed countdown reset the housing-rate trade

Opendoor (OPEN) stock slips as inflation data and Fed countdown reset the housing-rate trade

New York, Jan 14, 2026, 09:32 EST — The regular session is underway. Opendoor Technologies (OPEN.O) shares dropped roughly 3.4% to $6.77 in early Wednesday trading, pulling back after last week’s strong rally in housing-related stocks. The pullback is significant since Opendoor is closely tied to interest rate movements. Mortgage rates influence homebuyer demand, and because Opendoor keeps homes in inventory, its financing costs are directly affected. The stock’s recent volatility comes after a Jan. 9 surge in housing-related shares, triggered by President Donald Trump’s directive to buy $200 billion in mortgage bonds — specifically mortgage-backed securities linked to home
Beam Global stock jumps premarket after Q4 revenue surge; traders eye March filing (BEEM)

Beam Global stock jumps premarket after Q4 revenue surge; traders eye March filing (BEEM)

New York, Jan 14, 2026, 08:41 EST — Premarket Beam Global shares jumped 27.7% to $2.26 in premarket trading on Wednesday after the company said preliminary fourth-quarter revenue rose more than 50% from the prior quarter. (Benzinga) The early update matters because Beam is trying to prove it can grow outside its legacy U.S. government customer base, after a choppy year for demand and funding across parts of the EV-charging supply chain. Investors have also been pressing smaller clean-tech vendors for cleaner revenue mix and steadier order flow. Beam’s update leans on both — more commercial customers and more business
Ondas stock jumps in premarket after $1 billion ONDS offering closes — what to watch next

Ondas stock jumps in premarket after $1 billion ONDS offering closes — what to watch next

NEW YORK, January 14, 2026, 08:29 (EST) — Premarket update Ondas Holdings Inc shares jumped 5.4% to $13.89 in premarket Wednesday following news that the company has completed a roughly $1 billion share-and-warrant sale to an institutional investor. The deal is significant because it leaves a small-cap defense and industrial tech supplier with an unusually large cash reserve, just as investors demand clearer routes from product hype to actual revenue and cash flow. The announcement reignites the immediate question for ONDS: how quickly Ondas puts the proceeds to work, and if that investment drives enough growth to counterbalance the dilution
Palo Alto Networks stock swings on China cybersecurity clampdown report — what to watch for PANW

Palo Alto Networks stock swings on China cybersecurity clampdown report — what to watch for PANW

NEW YORK, Jan 14, 2026, 08:26 EST — Premarket Palo Alto Networks, Inc. (PANW.O) shares swung in premarket Wednesday after Reuters reported that Chinese authorities instructed local firms to halt use of cybersecurity software from around a dozen U.S. and Israeli providers. The list includes Palo Alto, VMware (owned by Broadcom), Fortinet, and Israel’s Check Point Software. Palo Alto’s stock was last up roughly 1%, trading at $190.85. (Reuters) The report arrives amid renewed market jitters over geopolitics and supply chain disruptions. For cybersecurity firms, politics isn’t just background noise — governments view network security tools as critical strategic technology.
Jet.AI (JTAI) stock price jumps in premarket after Tuesday selloff as dilution stays in focus

Jet.AI (JTAI) stock price jumps in premarket after Tuesday selloff as dilution stays in focus

New York, Jan 14, 2026, 07:46 EST — Premarket Jet.AI Inc shares climbed roughly 30% to $0.52 in premarket action Wednesday, rebounding from a 14.9% drop the day before that sent the Nasdaq-listed microcap down to $0.40. (StockAnalysis) The swing matters now because Jet.AI shares are trading for less than a dollar and the company has been actively raising funds in the market. At this price point, even minor buying or selling spikes can quickly shift the stock price and alter the dynamics of their capital raising efforts. Investors are focused on dilution — the Wall Street term for when
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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