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Investing News 5 January 2026

Applied Materials stock hits a fresh record — what’s driving AMAT’s outsized rally today

Applied Materials stock hits a fresh record — what’s driving AMAT’s outsized rally today

New York, January 5, 2026, 11:59 ET — Regular session Applied Materials (AMAT.O) shares were up about 6.7% at $286.96 on Monday, after touching an intraday record of $287.68. The chipmaking-equipment supplier is a lever on capital spending: it sells wafer-fab tools, the machines used to manufacture semiconductors, so sentiment can swing quickly with expectations for customer spending. Reuters The stock’s move tracked a sharp bid for the equipment group. Lam Research rose about 6.3% and KLA gained roughly 7.2%, while U.S.-listed ASML added nearly 6%. In Europe, ASML shares climbed after Bernstein upgraded the stock to “outperform” from “market
5 January 2026
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UnitedHealth stock ticks up after Barclays target hike as UNH earnings near

UnitedHealth stock ticks up after Barclays target hike as UNH earnings near

New York, January 5, 2026, 11:37 EST — Regular session UnitedHealth Group Inc shares were up 0.8% at $338.94 in late-morning trading on Monday after Barclays raised its price target on the health insurer. The stock has traded between $333.86 and $340.29 so far, with about 2.4 million shares changing hands. The call hits with UnitedHealth set to release full-year 2025 results and 2026 financial guidance on Jan. 27 before the market opens. The company said it will host an 8:00 a.m. ET teleconference with analysts and investors the same day. UnitedHealth Group That timing matters because investors want a
5 January 2026
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AAOI stock slides 8% as Applied Optoelectronics gives back Friday rally on AI optics trade

AAOI stock slides 8% as Applied Optoelectronics gives back Friday rally on AI optics trade

New York, Jan 5, 2026, 11:30 a.m. ET — Regular session Applied Optoelectronics, Inc shares fell about 8% to $36.43 in late morning trade on Monday, after earlier touching $41.28. The Nasdaq-listed stock opened at $41.05 before sliding to session lows. The pullback lands as investors reprice a fast-moving “AI optics” theme, where small shifts in risk appetite can whipsaw suppliers of high-speed links inside cloud data centers. In December, the company said it received its first volume order for 800G data-center transceivers — optical modules that move data at 800 gigabits per second — from a major “hyperscale” customer,
5 January 2026
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Rocket Lab stock slips after rally as insider sale filing surfaces; Neutron timing in focus

Rocket Lab stock slips after rally as insider sale filing surfaces; Neutron timing in focus

New York, January 5, 2026, 11:35 EST — Regular session Rocket Lab Corp shares slipped 0.7% to $75.43 by 11:09 a.m. EST on Monday, after closing at $75.99 on Friday. The stock traded between $71.31 and $75.70 and sits roughly 5% below its 52-week high of $79.83. FinancialContent The wobble follows a sharp re-rating since Rocket Lab said it had won an $816 million prime contract from the U.S. Space Development Agency to design and manufacture 18 satellites for the agency’s Tracking Layer Tranche 3 program. The company said the award includes a $806 million base plus up to $10.45
5 January 2026
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ACMR stock flirts with a fresh 52-week high as ACM Research nears Jan. 22 outlook update

ACMR stock flirts with a fresh 52-week high as ACM Research nears Jan. 22 outlook update

New York, Jan 5, 2026, 11:25 ET — Regular session Shares of ACM Research Inc rose 1.0% to $45.34 in late-morning trading after touching $46.02, putting the stock within sight of its highest level in a year. Over the past 52 weeks, ACMR has traded between $14.97 and $46.09. The Fremont, California-based chip-equipment maker said it will release a preliminary revenue range for fiscal 2025 and provide its initial 2026 revenue outlook before U.S. markets open on Thursday, Jan. 22. ACM also said it will participate virtually in the Needham Growth Conference and host one-on-one meetings on Jan. 15. Stock
5 January 2026
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Salesforce stock rises as RBC lifts price target, AI demand back in focus

Salesforce stock rises as RBC lifts price target, AI demand back in focus

New York, Jan 5, 2026, 11:23 ET — Regular session Salesforce shares rose about 1.4% to $257.07 on Monday, tracking a firmer tone in U.S. equities after RBC Capital Markets raised its price target on the enterprise software maker. The call matters because investors are starting the year still debating whether “enterprise AI” spending is translating into recurring revenue, not just pilot projects. Salesforce has positioned its newer AI agent products as a growth driver, and analyst target changes can shape near-term positioning in a stock that is widely held and sits in the Dow. It also lands as traders
5 January 2026
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Energy Fuels stock jumps as uranium names heat up again — what’s driving UUUU today

Energy Fuels stock jumps as uranium names heat up again — what’s driving UUUU today

New York, Jan 5, 2026, 10:38 EST — Regular session Energy Fuels Inc shares rose about 4% on Monday, lifting the uranium and critical-minerals producer after a volatile start to the year for the sector. The stock was up 4.0% at $17.35 in morning trade, after touching $17.45 at the session high. The move matters because investors are once again treating uranium-linked equities as a fast-moving proxy for shifting expectations on nuclear power demand, supply constraints and policy support for domestic production. Flows into the group can be abrupt, and early-year positioning tends to amplify price swings. Energy Fuels sits
5 January 2026
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Oracle stock holds steady after Jefferies sticks with $400 target as Wall Street eyes jobs data

Oracle stock holds steady after Jefferies sticks with $400 target as Wall Street eyes jobs data

New York, January 5, 2026, 10:56 (EST) — Regular session Oracle Corp (ORCL) shares were little changed on Monday after Jefferies reiterated a buy rating and kept a $400 price target on the cloud software company. The stock was up about 0.1% at $196.00 after swinging between $194.97 and $201.51 in early trade. Investing.com Australia The call lands as Oracle tries to steady sentiment after a late-2025 slide, when its rising spending plans revived worries about free cash flow — the cash left after expenses and investment. In December, Oracle said fiscal 2026 capital expenditures, or spending on items such
5 January 2026
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GameStop stock (GME) near 52-week low sparks ‘Roaring Kitty’ chatter and a fresh valuation fight

GameStop stock (GME) near 52-week low sparks ‘Roaring Kitty’ chatter and a fresh valuation fight

New York, Jan 5, 2026, 10:46 EST GameStop shares slipped about 1% to $20.42 in late-morning trading on Monday, as the meme stock returned to the top of Stocktwits’ trending list on speculation that influencer Keith Gill, known online as “Roaring Kitty,” might resurface. Stocktwits said it saw no clear catalyst for the renewed interest and its sentiment gauge for the ticker remained bearish. Stocktwits The renewed chatter matters because GameStop remains a barometer for retail risk appetite at the start of the year, when many investors rebalance portfolios. Sudden bursts of attention can still move the stock sharply, especially
5 January 2026
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Fresh SEC filings show two big investors boosted Suncor Energy stock — and why it matters now

Fresh SEC filings show two big investors boosted Suncor Energy stock — and why it matters now

Calgary, Alberta, Jan 5, 2026, 08:41 MST Two asset managers increased their stakes in Suncor Energy Inc in the third quarter, regulatory filings showed, adding to a wave of institutional positioning in the Canadian oil producer’s U.S.-listed shares. The disclosures land as investors start the year re-checking energy exposure after a volatile 2025 for crude prices and as oil market forecasts turn more cautious. For Suncor, steady dividends and buybacks have become a central part of the equity story, particularly for funds looking for cash returns rather than pure oil-price upside. The filings also arrive amid renewed focus on supply
5 January 2026
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Broadcom (AVGO) stock slides while chip peers rally — what’s weighing on shares now

Broadcom (AVGO) stock slides while chip peers rally — what’s weighing on shares now

New York, Jan 5, 2026, 10:24 (EST) — Regular session Broadcom Inc shares slid on Monday, bucking a broader lift in chip stocks as investors kept a tight focus on the cost of the AI buildout and what it means for margins across the sector. The move matters because Broadcom sits at the center of the AI infrastructure trade, selling networking silicon and custom chips into hyperscale data centers — large cloud operators that spend heavily on computing capacity. Traders have treated the stock as a proxy for whether AI growth can stay fast without eroding profitability. It also lands
5 January 2026
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Enbridge’s 6% dividend pitch meets insider selling as investors size up the pipeline giant

Enbridge’s 6% dividend pitch meets insider selling as investors size up the pipeline giant

Calgary, Jan 5, 2026, 08:19 MST Enbridge Inc’s president, Gregory Ebel, sold about C$22 million worth of shares over the past year, a transaction completed at roughly C$66.72 per share, according to a Simply Wall St analysis published on Monday. The same analysis said insiders have been net sellers, with no recorded purchases in the last quarter. Simply Wall St The insider activity matters because Enbridge is widely held for income, and dividend-paying stocks tend to be judged harshly when confidence in future payouts wobbles. For pipeline operators, the trade-off is familiar: steady cash flows on one side, debt and
5 January 2026
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Stock Market Today

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta stock faces an AI split: ad gains vs a $135 billion bill

7 February 2026
Meta shares dropped 1.3% to $661.46 on Friday after the company projected 2026 capital spending of up to $135 billion, raising investor concerns over cash flow. Meta reported Q4 revenue of $59.89 billion, up 24% year-over-year, with ad impressions rising 18%. Analysts remain divided on whether AI-driven ad gains can offset the steep spending ramp.
IAG share price jumps toward a 52-week peak — what to watch before London reopens

IAG share price jumps toward a 52-week peak — what to watch before London reopens

7 February 2026
IAG shares rose 4.33% to 438.50 pence Friday, near their 52-week high, ahead of full-year results due later this month. The company reported 162,073,135 treasury shares and total voting rights of 4,565,128,012. Brent crude fell 2.2% Thursday to $67.93 a barrel. South Europe Ground Services logged 712,340 operations in 2025 and seeks approval to operate in Portugal.
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