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Investing News 6 January 2026 - 7 January 2026

CoreWeave stock edges up after-hours as DA Davidson upgrades, insider sale notice filed

CoreWeave stock edges up after-hours as DA Davidson upgrades, insider sale notice filed

New York, Jan 6, 2026, 18:56 EST — After-hours CoreWeave (CRWV.O) shares were last up about 1.3% at $77.94 in after-hours trading on Tuesday, after a volatile session that saw the stock swing between $73.80 and $79.10. The move comes as investors reprice AI infrastructure names for 2026, weighing customer demand against the high cost of funding the servers and data centers that power large language models. For CoreWeave, the debate has centered on leverage and customer concentration. The company has struck multi‑year contracts to supply computing capacity, including a series of deals with OpenAI that total up to about
Oklo stock jumps toward $100 as DOE’s $2.7 billion uranium move lifts nuclear plays

Oklo stock jumps toward $100 as DOE’s $2.7 billion uranium move lifts nuclear plays

New York, January 6, 2026, 18:51 EST — After-hours Oklo Inc. shares rose about 7% to $95.60 in after-hours trading on Tuesday, pushing closer to the $100 level traders often watch. The stock traded as high as $96.82 earlier in the session, with about 20 million shares changing hands. The move came as investors continued to price in fresh U.S. support for the nuclear fuel supply chain. The U.S. Department of Energy said it awarded $2.7 billion in task orders to American Centrifuge Operating, General Matter and Orano Federal Services to expand enrichment services for low-enriched uranium and high-assay low-enriched
AppLovin stock drops even after Benchmark names it a 2026 top idea

AppLovin stock drops even after Benchmark names it a 2026 top idea

New York, Jan 6, 2026, 17:47 EST — After-hours AppLovin Corp shares fell 4.5% to close at $604.58 on Tuesday and were last down 2.5% at $617.24 in after-hours trading. The stock swung between $595.51 and $632.04 during the session. Yahoo Finance The drop came on a day when Wall Street pushed to fresh records, underlining how quickly traders have been rotating in and out of high-priced growth names at the start of the year. With big benchmarks pressing higher, investors have shown little patience for stocks that wobble after a strong run. AP News Benchmark analyst Mike Hickey named
Gold price nears record and lifts Newmont stock after hours — what investors watch next

Gold price nears record and lifts Newmont stock after hours — what investors watch next

New York, Jan 6, 2026, 17:18 EST — After-hours Newmont Corp (NEM) shares were up 5.5% at $109.20 in after-hours trade on Tuesday, tracking a sharp move higher in the gold price and a rally across the mining group. Agnico Eagle Mines (AEM) gained 3.1%, while the VanEck Gold Miners ETF (GDX) added 4.1% and SPDR Gold Shares (GLD) rose 1.1%. Gold extended gains as the U.S. seizure of Venezuela’s President Nicolas Maduro lifted demand for safe havens, with investors also looking ahead to Friday’s U.S. jobs report. Spot gold was up 0.8% at $4,485.39 an ounce by 1:40 p.m.
Dow Jones breaks above 49,000 in record close as chip-led rally rolls on

Dow Jones breaks above 49,000 in record close as chip-led rally rolls on

New York, Jan 6, 2026, 17:09 EST — After-hours The Dow Jones Industrial Average closed above 49,000 for the first time on Tuesday, extending Wall Street’s early-year run as technology shares drove broad gains. The Dow added 484.90 points, or 1%, to 49,462.08; the S&P 500 rose 0.6% to 6,944.82 and the Nasdaq climbed 0.6% to 23,547.17. AP News For investors, the round-number break puts immediate focus on whether the index can hold those levels and make a run at 50,000. With earnings season nearing, traders are looking for proof that the latest rally has enough follow-through to survive the
Lam Research stock jumps 6% after Aletheia starts coverage with $260 target

Lam Research stock jumps 6% after Aletheia starts coverage with $260 target

New York, Jan 6, 2026, 17:01 EST — After-hours Lam Research Corp (LRCX.O) shares rose 6.2% to $206.96 in after-hours trading on Tuesday after Aletheia Capital analyst Warren Lau began coverage with a buy rating and a $260 price target. Lau wrote he expects the chip-equipment maker to “sustain its strong growth” as demand rises for tools tied to artificial intelligence (AI) and high-performance computing (HPC). The stock traded between $195.05 and $210.40 during the regular session. StreetInsider.com The call landed as chip stocks surged on renewed AI optimism after Nvidia CEO Jensen Huang, speaking at the Consumer Electronics Show
Western Digital (WDC) stock jumps 17% after Nvidia CES storage talk sparks AI-driven rally

Western Digital (WDC) stock jumps 17% after Nvidia CES storage talk sparks AI-driven rally

New York, January 6, 2026, 16:58 (EST) — After-hours Western Digital Corp shares were up 16.8% at $219.38 in after-hours trading on Tuesday, after touching $221.16 earlier in the day. The move tracked a broader jump in data-storage stocks as investors leaned into demand tied to artificial-intelligence data centers. AP News The buying followed comments from Nvidia CEO Jensen Huang at the CES tech show in Las Vegas, where he detailed a next-generation “Vera Rubin” chip platform and described a new layer of storage technology called “context memory storage.” Huang said the feature is designed to help chatbots respond faster
Sandisk (SNDK) stock jumps nearly 28% as Nvidia CES storage push fuels memory rally

Sandisk (SNDK) stock jumps nearly 28% as Nvidia CES storage push fuels memory rally

New York, Jan 6, 2026, 4:22 PM EST — After-hours Sandisk Corp shares jumped 27.6% on Tuesday and were last up the same at $349.57 in after-hours trading, as investors piled into storage and memory names after Nvidia’s CES updates highlighted rising data-center storage needs for AI systems. Western Digital rose 16.8%, Seagate climbed 14.0% and Micron gained 10.0%. The stock traded between $281.59 and $352.36 in the session. Nvidia on Monday introduced an “Inference Context Memory Storage Platform” powered by its BlueField-4 data processor, saying AI models generate vast amounts of context data that must move quickly around a
Micron stock jumps 10% as Nvidia CES comments push MU to fresh highs

Micron stock jumps 10% as Nvidia CES comments push MU to fresh highs

New York, Jan 6, 2026, 16:12 EST — After-hours Micron Technology (MU.O) shares were up 10.1% at $343.72 near the end of the regular session on Tuesday. The stock traded between $314.83 and $344.30, with about 44 million shares changing hands. The move came as memory and storage technology stocks rallied after Nvidia CEO Jensen Huang, speaking at the Consumer Electronics Show in Las Vegas, described what Reuters called a new layer of storage technology. The PHLX semiconductor index, which tracks U.S.-listed chipmakers, hit an all-time high and was up about 8% in the first three trading sessions of 2026.
Nvidia stock slips as CEO says China H200 go-ahead will show in purchase orders

Nvidia stock slips as CEO says China H200 go-ahead will show in purchase orders

New York, Jan 6, 2026, 16:21 EST — After-hours Nvidia (NVDA) shares dipped in after-hours trading on Tuesday after CEO Jensen Huang said purchase orders, not a public declaration, would signal when Chinese customers can buy the company’s H200 data-center AI chip, a predecessor to its current flagship Blackwell products. The stock was down 0.5% at $187.32, after moving between $186.84 and $192.13 in the regular session. Reuters The update puts the spotlight back on China, where sales of top-end accelerators depend on U.S. export licenses — government approvals to ship. CFO Colette Kress said officials were “working feverishly” on
Wells Fargo stock shrugs off Baird downgrade as bulls point to earnings ahead

Wells Fargo stock shrugs off Baird downgrade as bulls point to earnings ahead

NEW YORK, Jan 6, 2026, 15:45 EST — Regular session Wells Fargo & Co shares were up about 0.1% at $96.50 in late trading on Tuesday after Robert W. Baird downgraded the lender, a cautious note that landed as the stock hovers near recent highs. The stock traded between $95.12 and $96.51 in the session. The downgrade follows a strong start to the year for Wells Fargo stock, which closed Monday at $96.38, a new 52-week closing high, according to MarketWatch data. That run-up has left less room for error as investors reassess how much good news is already in
Freeport-McMoRan stock climbs on record copper prices — what FCX investors watch next

Freeport-McMoRan stock climbs on record copper prices — what FCX investors watch next

New York, Jan 6, 2026, 15:21 EST — Regular session Freeport-McMoRan (FCX.N) shares were up 2.9% at $55.97 in afternoon trading on Tuesday, tracking a renewed surge in copper prices to record highs. Benchmark copper on the London Metal Exchange hit a fresh intraday record, keeping miners bid. Bloomberg.com The copper rally is putting the spotlight back on miners as investors position for tighter supply and strong end-demand in power and construction, where the metal is a key input. For equity traders, Freeport often serves as a direct read-through on the copper tape because moves in the commodity can quickly
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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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