Today: 7 February 2026
Subscribe
Browse Category

Investing News 8 January 2026

Leonardo DRS stock pops 8% as Trump’s $1.5 trillion defense budget call lifts contractors

Leonardo DRS stock pops 8% as Trump’s $1.5 trillion defense budget call lifts contractors

New York, Jan 8, 2026, 13:17 (EST) — Regular session Leonardo DRS shares climbed about 7.5% on Thursday, extending a sharp run higher as defense stocks rallied in early afternoon New York trade. The move followed President Donald Trump’s call for a $1.5 trillion U.S. military budget for 2027, far above the $901 billion approved for 2026, which pushed investors back into defense names. “There is significant uncertainty associated with a final defense budget,” RBC Capital Markets analysts led by Ken Herbert wrote. Reuters In the broader market, defense shares stood out even as tech stocks dragged on the Nasdaq,
8 January 2026
····
AeroVironment stock jumps as Trump’s $1.5T defense budget call lifts AVAV

AeroVironment stock jumps as Trump’s $1.5T defense budget call lifts AVAV

New York, Jan 8, 2026, 13:26 (EST) — Regular session AeroVironment Inc shares (AVAV) rose about 7% on Thursday, tracking a broad jump in defense stocks. The stock was up $21.72 at $340.20, after swinging between $338.00 and $371.20, with about 2.26 million shares traded. The move followed President Donald Trump’s call for a $1.5 trillion U.S. military budget in 2027, well above the $901 billion Congress approved for 2026, and investors bought the idea before seeing the details. “It raises questions about where the funds would be directed,” Byron Callan, a defense analyst at Capital Alpha Partners, told Reuters.
8 January 2026
·····
Trex (TREX) stock jumps nearly 9% after Wolfe upgrade as rate bets stay in focus

Trex (TREX) stock jumps nearly 9% after Wolfe upgrade as rate bets stay in focus

New York, January 8, 2026, 13:01 (EST) — Regular session Shares of Trex Company, Inc (TREX) rose 8.6% to $39.65 by 1:01 p.m. EST on Thursday. The stock opened at $36.10 and hit a session high of $39.66 after Wolfe Research upgraded it to Outperform. The move matters because Trex has been trying to claw back confidence after a steep 2025 slide, while investors debate how durable demand is for outdoor-living projects. Wolfe set a $47 price target and said the stock’s 2025 drop left it trading at about 12.3 times its 2026 EV/EBITDA — a debt-adjusted valuation measure —
8 January 2026
····
Caesars Entertainment stock jumps nearly 9% after Susquehanna upgrade — what investors watch next

Caesars Entertainment stock jumps nearly 9% after Susquehanna upgrade — what investors watch next

New York, Jan 8, 2026, 12:49 EST — Regular session Caesars Entertainment shares climbed nearly 9% in midday trade on Thursday after Susquehanna upgraded the casino operator to “Positive” and raised its price target to $31 from $25. The stock was up about 9% at $25.06. Benzinga The upgrade lands at a touchy moment for casino stocks, where any hint of softer U.S. demand has been met with fast selling. Caesars has little margin for error given its debt load, so broker calls that lean on improving trends can move the stock quickly. Susquehanna said the risk-reward looked “attractive,” arguing
8 January 2026
····
AST SpaceMobile stock rebounds after Scotiabank downgrade — what’s next for ASTS

AST SpaceMobile stock rebounds after Scotiabank downgrade — what’s next for ASTS

New York, January 8, 2026, 12:43 PM EST — Regular session AST SpaceMobile (ASTS) shares were up 5.9% at $90.75 in midday trading on Thursday, after swinging between $85.11 and $93.96. The stock ended Wednesday at $85.73. The bounce follows a sharp jolt in a stock that has been a standout winner. ASTS fell 12% on Wednesday after a Scotiabank downgrade reignited valuation worries, and the shares traded as low as $83.91 in the session, Barron’s reported. The stock was still up about 304% over the past 12 months, and Barron’s said the company is not expected to turn profitable
8 January 2026
·····
Mastercard stock climbs as Apple taps JPMorgan for Apple Card, keeps Mastercard network

Mastercard stock climbs as Apple taps JPMorgan for Apple Card, keeps Mastercard network

New York, Jan 8, 2026, 12:43 EST — Regular session Mastercard Incorporated shares rose on Thursday after Apple said JPMorgan Chase will become the new issuer of the Apple Card while Mastercard remains the payment network. Mastercard stock was up about 0.8% at $584.47 in midday trading. Reuters The Apple Card is a rare, high-profile co-brand in U.S. consumer finance, and networks fight hard to keep those deals. For Mastercard, staying on as the “payment network” — the rails that route card purchases between merchants and banks — helps ring-fence volumes even as the issuing bank changes. Apple and Chase
8 January 2026
······
Lumentum (LITE) stock sinks 11% as AI-optics rally breaks despite Needham target hike

Lumentum (LITE) stock sinks 11% as AI-optics rally breaks despite Needham target hike

New York, Jan 8, 2026, 12:43 ET — Regular session Lumentum Holdings Inc (LITE) shares fell 10.7% to $351.00 on Thursday, after touching $399.88 earlier in the session. The stock hit a low of $343.41 as the selloff spread through AI-linked hardware names. Lumentum designs and makes optical and photonic products used in optical networking and laser applications. Its Cloud & Networking unit sells components used in AI and machine-learning infrastructure and in data center interconnect (DCI), the gear that links data centers together. Reuters The move matters because Lumentum has turned into a fast trade on data-center capex, and
8 January 2026
·····
Tecnoglass stock rebounds nearly 8% after Apogee outlook cut — what investors watch next

Tecnoglass stock rebounds nearly 8% after Apogee outlook cut — what investors watch next

New York, January 8, 2026, 11:53 EST — Regular session Tecnoglass (TGLS) shares rose nearly 8% on Thursday, lifting the stock back above $50 after a choppy start to the week. The stock was up about 7.9% at $51.75 in late morning trade. The move comes as investors weigh fresh warnings from rival Apogee Enterprises, whose outlook reset jolted building-products names on Wednesday. Apogee said it now expects fiscal 2026 net sales of about $1.39 billion and adjusted earnings per share — profit per share excluding some items — of $3.40 to $3.50, and it built in an estimated $0.30
8 January 2026
······
Bloom Energy stock jumps after AEP flags a $2.65 billion fuel-cell buy — what investors are watching next

Bloom Energy stock jumps after AEP flags a $2.65 billion fuel-cell buy — what investors are watching next

New York, Jan 8, 2026, 11:24 ET — Regular session Bloom Energy Corporation shares jumped on Thursday after American Electric Power said it would buy solid oxide fuel cells in a deal valued at about $2.65 billion. Bloom was last up about 9% at $117.63, after swinging between $106.70 and $128. Reuters The move matters because it puts a fresh price tag on an option that investors have treated as “real someday” rather than “real now,” and it comes as markets look for firm orders behind the broader push to lock down power supply for large loads. Evercore ISI analyst
8 January 2026
····
AeroVironment stock jumps as Trump’s $1.5 trillion defense-budget call lifts drone names

AeroVironment stock jumps as Trump’s $1.5 trillion defense-budget call lifts drone names

NEW YORK, Jan 8, 2026, 11:27 AM EST — Regular session AeroVironment, Inc. shares climbed 8.8% to $346.45 in late morning trading on Thursday, after earlier touching $371.20. The stock was last up $27.97 from Wednesday’s close. The move underlined how quickly Washington headlines are moving defense names this week. On Wednesday, President Donald Trump signed an executive order barring defense contractors from paying dividends or buying back stock — meaning companies repurchasing their own shares — until they speed up weapons production. Reuters Defense stocks then snapped back after Trump said the 2027 U.S. military budget should be $1.5
8 January 2026
·····
Walmart (WMT) stock dips after new board pick Shishir Mehrotra — here’s what traders watch next

Walmart (WMT) stock dips after new board pick Shishir Mehrotra — here’s what traders watch next

New York, January 8, 2026, 11:27 EST — Regular session Walmart Inc shares fell 0.7% to $111.91 by late morning on Thursday after the retailer said it appointed Superhuman CEO Shishir Mehrotra to its board. The stock hit an intraday low of $109.86. The board move lands as Walmart leans harder on technology spending and pushes its online and store businesses closer together, a costly shift that investors keep scoring quarter by quarter. “Our focus remains on serving customers through a people-led, tech-powered approach,” board chair Greg Penner said. archive.fast-edgar.com It also puts a spotlight on the company’s near-term investor
8 January 2026
····
Lam Research stock slips below $200 as chip gear makers slide; jobs report looms

Lam Research stock slips below $200 as chip gear makers slide; jobs report looms

New York, January 8, 2026, 11:27 EST — Regular session Lam Research shares fell 2.2% to $198.62 on Thursday, tracking a broader drop in semiconductor names. The stock touched $195.14 at its low so far. Lam, a major supplier of chipmaking tools, tends to swing with expectations for factory spending and the pace of upgrades at big chipmakers. That matters now because rate-sensitive tech has been jittery, and investors are trying to pin down whether early-year momentum can hold into earnings season. Applied Materials slid about 4.0%, KLA fell roughly 2.7% and ASML’s U.S.-listed shares dropped about 3.9%, while the
8 January 2026
········
1 … 215 216 217 218 219 … 585

Stock Market Today

Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

7 February 2026
Rio Tinto’s U.S. shares closed up 2.5% at $93.37 Friday after the company ruled out a merger with Glencore, triggering a six-month “no-bid” lockout under UK takeover rules. Both companies cited disagreements over valuation. Attention now turns to Rio’s Feb. 19 results and iron ore prices, which fell below $100 a tonne amid weak Chinese demand.
iFAST share price drops 3% as markets shut; earnings next week in focus

iFAST share price drops 3% as markets shut; earnings next week in focus

7 February 2026
iFAST shares fell 3.2% to S$9.64 in heavy trading Friday, closing near the day’s low as investors awaited FY2025 results due Feb. 12. The stock is about 13% below its 52-week high. iFAST recently agreed to buy a 30% stake in Financial Alliance for S$19.6 million, pending regulatory approval. Assets under administration stood at S$30.62 billion as of Sept. 30.
Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

7 February 2026
Sembcorp shares closed at S$6.05 on Friday, down 0.33%, as Singapore’s STI dropped 0.8%. Shareholders approved the A$6.5 billion Alinta Energy takeover on Jan 30, but the deal still faces regulatory and closing conditions. Sembcorp will release FY2025 results on Feb 25 before market open. Trading volume reached about 4.3 million shares.
Go toTop