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Investing News 12 January 2026

Dave Inc stock drops nearly 9% as fintech lenders slide; CPI test looms for DAVE

Dave Inc stock drops nearly 9% as fintech lenders slide; CPI test looms for DAVE

New York, Jan 12, 2026, 15:40 ET — Regular session Shares of Dave Inc (DAVE.O) dropped 8.8% to $218.29 in late-afternoon trading Monday, after earlier fluctuating between $212.10 and $247.74. The fintech’s stock had closed Friday at $239.35, with roughly 1.1 million shares changing hands by mid-afternoon, according to market data. The drop came as investors backed away from credit-sensitive stocks following U.S. President Donald Trump’s call for a one-year cap on credit card interest rates at 10%, starting Jan. 20. On the docket for Tuesday is the U.S. consumer price index (CPI), a crucial inflation measure that could shift
12 January 2026
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Credo Technology (CRDO) stock climbs as AI-chip trade stays hot; Needham conference next

Credo Technology (CRDO) stock climbs as AI-chip trade stays hot; Needham conference next

NEW YORK, Jan 12, 2026, 15:19 EST — Regular session Shares of Credo Technology Group Holding Ltd climbed 3.1% to $155.10 in Monday afternoon trading, bouncing between $145.35 and $156.43 earlier. The Nasdaq-listed company, with a market cap near $32.5 billion, trades at a triple-digit trailing price-to-earnings ratio as AI-driven semiconductor enthusiasm pushes valuations higher. Credo’s recent rally is significant given its role in data center infrastructure, where it sells high-speed connectivity equipment built to handle growing data loads while cutting power use. That niche is often viewed by investors as a gauge for how long major cloud and AI
12 January 2026
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D.R. Horton stock rises as KBW trims target — what Wall Street is watching next

D.R. Horton stock rises as KBW trims target — what Wall Street is watching next

NEW YORK, Jan 12, 2026, 15:07 (ET) — Regular session D.R. Horton’s shares edged up roughly 1% to $158.82 Monday afternoon, even as Keefe Bruyette & Woods lowered its price target on the homebuilder. The firm cut the target to $168 from $175 but kept its market perform rating. (MarketScreener) This move is significant as the sector has been reacting to minor tweaks in rate forecasts and policy talk. Investors are hunting for clues that affordability is improving or that builders might reduce incentives without hurting sales. D.R. Horton faces a key test soon. Investors are gearing up ahead of
12 January 2026
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Nike stock dips even after Jefferies’ “buy aggressively” call — what NKE investors are watching next

Nike stock dips even after Jefferies’ “buy aggressively” call — what NKE investors are watching next

New York, Jan 12, 2026, 14:43 EST — Regular session Nike shares dropped 0.6% to $65.52 in Monday afternoon trading, despite Jefferies reaffirming its buy rating and naming the sportswear giant its top large-cap pick for 2026. Analyst Randal Konik said he “would buy shares aggressively” ahead of this week’s ICR consumer conference and maintained a $110 price target. (Barron’s) The call arrives just as investors and analysts gather at the ICR Conference in Orlando, a key January event focused on consumer and retail forecasts. Spanning three days, the conference frequently shapes which stocks fund managers favor—and which they avoid—heading
12 January 2026
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Lemonade stock hits fresh 52-week high as LMND rallies; traders watch short interest and earnings

Lemonade stock hits fresh 52-week high as LMND rallies; traders watch short interest and earnings

New York, January 12, 2026, 14:55 (ET) — Regular session Lemonade Inc shares surged 7.7% to $85.81 on Monday, pushing higher amid a wave of buying in volatile growth stocks. Earlier in the day, the online insurer’s stock hit $85.99. Lemonade surged to a new 52-week high, snapping its streak of erratic rallies and drawing renewed attention from traders. This is significant because Lemonade remains heavily shorted. Around 20% of its public float was shorted as of Dec. 15. The “days to cover” stands near five, indicating how fast shorts could be squeezed into buying if the stock climbs further.
12 January 2026
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Mastercard stock drops as Trump’s 10% credit-card rate cap plan rattles card-linked names

Mastercard stock drops as Trump’s 10% credit-card rate cap plan rattles card-linked names

New York, Jan 12, 2026, 14:25 (EST) — Regular session underway. Mastercard Incorporated shares slipped 1.7% to $565.93 in Monday afternoon trading, mirroring a wider drop in card-related stocks. Visa also dropped 1.7%, while American Express tumbled 4.2% during the same session. The moves followed U.S. President Donald Trump’s call to cap credit card interest rates at 10% for one year starting Jan. 20, though he didn’t specify enforcement details. UBS Global analysts noted such a cap would require Congressional approval. Seaport Research’s Bill Ryan added that Trump is revisiting the idea amid rising affordability concerns among voters. (Reuters) Credit
12 January 2026
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Salesforce stock gets new Goldman Buy call — here’s the next catalyst for CRM

Salesforce stock gets new Goldman Buy call — here’s the next catalyst for CRM

New York, Jan 12, 2026, 14:15 EST — Regular session Salesforce shares nudged higher Monday after Goldman Sachs analyst Gabriela Borges initiated coverage with a Buy rating and set a $330 price target. Borges highlighted AI adoption as a “positive tailwind” for software demand. The stock climbed 0.3% to $260.76 in mid-afternoon trading in New York. (TipRanks) The call comes as investors seek solid proof that Salesforce can convert Agentforce—its AI-driven task automation initiative—into accelerated subscription growth, rather than just generating demos and pilots. A major Wall Street bank’s fresh coverage can move a stock like Salesforce, given the crowded
12 January 2026
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Pure Storage stock jumps nearly 8% as investor focus turns to insider filing, CPI and a Needham webcast

Pure Storage stock jumps nearly 8% as investor focus turns to insider filing, CPI and a Needham webcast

New York, Jan 12, 2026, 14:06 EST — Regular session Pure Storage shares jumped 7.9% on Monday, closing at $72.29. The move added to a volatile start for U.S. storage-related stocks, with investors shifting focus toward AI infrastructure plays. This move is crucial now as Pure faces a busy slate of market catalysts that could jolt rates and tech multiples. Inflation numbers are coming, and earnings season is just starting—prompting traders to swiftly adjust hardware stocks on even minor sentiment changes. Afternoon trading showed a mixed picture: the S&P 500 crept up around 0.1%, while the Nasdaq gained about 0.4%,
12 January 2026
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Gold Fields stock jumps as gold breaks $4,600; CPI and earnings in focus

Gold Fields stock jumps as gold breaks $4,600; CPI and earnings in focus

New York, January 12, 2026, 14:16 EST — Regular session Gold Fields shares rose Monday, lifted by a strong surge in gold prices that boosted the entire sector. Shares of the South African miner climbed 6.7% to $48.73 in New York, having hit $49.58 earlier in the session. This matters because miners usually magnify gold’s price swings: their revenue adjusts quickly with the metal’s value, but many operating costs lag behind. That can push cash-flow forecasts up sharply — only to pull them back down just as fast. The move comes amid a nervy macro backdrop. Traders are switching back
12 January 2026
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UnitedHealth stock slides after Senate Medicare report; UNH investors eye Jan. 27 outlook

UnitedHealth stock slides after Senate Medicare report; UNH investors eye Jan. 27 outlook

NEW YORK, Jan 12, 2026, 13:48 EST — Regular session Shares of UnitedHealth Group Incorporated dropped Monday following a U.S. Senate report accusing the insurer of using aggressive tactics to boost Medicare Advantage payments. The stock dipped 1.5% to $338.89 in early afternoon trading. (Reuters) The report arrives amid heightened scrutiny of managed-care stocks, with investors digesting the potential for stricter oversight and more payment changes in Medicare Advantage—a key revenue driver for the sector. UnitedHealth plans to reveal its 2026 outlook later this month, and any signals that audits or repayments could increase usually rattle investor confidence early on.
12 January 2026
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Cisco stock slips as Supreme Court case and inflation data loom — what to know about CSCO

Cisco stock slips as Supreme Court case and inflation data loom — what to know about CSCO

New York, Jan 12, 2026, 13:53 EST — Regular session underway. Cisco Systems (CSCO.O) shares slipped slightly Monday, as a U.S. Supreme Court docket update renewed focus on a lawsuit alleging the company helped Chinese authorities surveil Falun Gong practitioners. Early afternoon trading saw the stock down roughly 0.2% at $73.73. (SCOTUSblog) The legal cloud looms at a tricky time for shareholders: Cisco is known as a reliable, dividend-paying tech stock, but the market has grown jittery about anything linked to risk appetite. A Supreme Court review won’t affect Cisco’s daily sales, yet it could alter how investors factor headline
12 January 2026
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Powell Industries stock jumps as Wall Street Zen upgrade puts POWL back in play

Powell Industries stock jumps as Wall Street Zen upgrade puts POWL back in play

New York, Jan 12, 2026, 13:31 ET — Regular session Shares of Powell Industries, Inc. jumped 6.6% to $389.74 in early afternoon trading on Monday, hitting an intraday peak of $396.80. Roughly 213,000 shares traded hands. The jump counts because Powell’s moves have turned into a gauge of whether funds are still betting on U.S. electrification and heavy industry spending. With shares hovering near recent peaks, new buying often hits quickly — and can reverse just as fast. Powell outpaced the modest 0.5% gain in the Industrial Select Sector SPDR Fund. Eaton shares climbed 1.1%, Vertiv jumped 3.7%, nVent increased
12 January 2026
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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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