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Investing News 4 January 2026

AMD stock jumps 4% to start 2026 as traders brace for Lisa Su’s CES keynote

AMD stock jumps 4% to start 2026 as traders brace for Lisa Su’s CES keynote

NEW YORK, Jan 4, 2026, 16:58 ET — Market closed Advanced Micro Devices (AMD.O) shares closed up $9.23, or 4.3%, at $223.47 on Friday, kicking off 2026 with a sharp rebound for the chipmaker. Trading is shut on Sunday. The move tracked a sector-wide rally, with the Philadelphia Semiconductor Index — a benchmark for chip stocks — rising about 4.0% in the same session. Nasdaq Global Index Watch That matters now because semiconductors have become a pressure point for the wider market: they are tied to corporate spending on artificial intelligence and data centers, but investors are also weighing how
4 January 2026
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Broadcom stock (AVGO) ends higher to start 2026 as investors watch AI margins, VMware push

Broadcom stock (AVGO) ends higher to start 2026 as investors watch AI margins, VMware push

NEW YORK, Jan 4, 2026, 16:44 ET — Market closed Broadcom Inc (AVGO.O) shares rose 0.44% on Friday to close at $347.62, giving the chip-and-software maker a modest lift after markets reopened for the first session of 2026. Broadcom’s shares have traded between a 52-week low of $138.10 and a high of $414.61. Broadcom Investors The move matters because Broadcom sits in two parts of the tech cycle that investors are repricing: custom AI chips and enterprise infrastructure software. Its custom processors — often called ASICs, or application-specific integrated circuits — are designed for one workload and are used by
4 January 2026
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Palantir stock falls after insider sale notice as investors eye jobs report and Fed signals

Palantir stock falls after insider sale notice as investors eye jobs report and Fed signals

NEW YORK, January 4, 2026, 16:48 ET — Market closed Palantir Technologies Inc (PLTR.O) shares were last down 5.6% after Friday’s close, as investors head into the first full week of 2026 reassessing richly valued “AI trade” stocks amid shifting interest-rate expectations. Why it matters now: Palantir sits at the crossroads of government software spending and the market’s enthusiasm for artificial intelligence, and its valuation can swing sharply when investors recalibrate how long the Federal Reserve will keep borrowing costs restrictive. Investors “might be a little bit more conscious about some of the valuations that they’re paying for some of
4 January 2026
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Amazon stock slips into 2026 — here’s what Wall Street watches next for AMZN

Amazon stock slips into 2026 — here’s what Wall Street watches next for AMZN

NEW YORK, Jan 4, 2026, 4:25 PM ET — Market closed Amazon.com, Inc. shares (AMZN) ended Friday down 1.9% at $226.50, starting 2026 on the back foot after a choppy session that ranged from $224.71 to $235.39. The move matters now because investors are resetting positions after year-end and quickly repricing growth stocks around the interest-rate outlook. Small shifts in expectations on rates can swing valuation for big tech names like Amazon, where much of the investment case rests on future cash flows. Friday’s trade reflected a split market. Chip stocks rallied, but consumer discretionary shares — companies tied to
4 January 2026
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Microsoft stock drops 2% to start 2026 — what could move MSFT next week

Microsoft stock drops 2% to start 2026 — what could move MSFT next week

NEW YORK, Jan 4, 2026, 16:16 ET — Market closed Microsoft Corp shares slipped on Friday, falling 2.21% to close at $472.94 after trading between $470.19 and $487.15. The drop matters because Microsoft is one of the biggest weights in U.S. equity indexes and a bellwether for the “AI trade,” shorthand for bets that artificial intelligence will drive a new leg of growth. That makes the stock particularly sensitive to shifts in interest-rate expectations. Higher rates tend to pressure richly valued growth names because they reduce the present value of profits expected further out. Friday’s tape underscored the split. The
4 January 2026
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Micron stock jumps 10% on Bernstein’s $330 target — what MU investors watch before Monday’s open

Micron stock jumps 10% on Bernstein’s $330 target — what MU investors watch before Monday’s open

New York, Jan 4, 2026, 16:21 ET — Market closed Micron Technology (MU) heads into Monday’s U.S. reopen after a sharp Friday rally that lifted the memory-chip maker 10.5% to $315.42. The stock hit an intraday high of $319.60, reflecting heavy momentum into the first full week of 2026. The move matters because Micron sits near the center of the “AI buildout” trade: more servers and accelerators typically mean more demand for memory chips, which can lift prices and margins when supply is tight. Investors have treated memory pricing as the swing factor, and Friday’s jump suggests the market is
4 January 2026
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Nvidia stock heads into CES week as insider sale filing lands and key data looms

Nvidia stock heads into CES week as insider sale filing lands and key data looms

NEW YORK, January 4, 2026, 16:19 ET — Market closed Nvidia shares closed up 1.26% at $188.85 on Friday, the first trading day of 2026, as semiconductor stocks rebounded. Yahoo Finance The move matters because Nvidia (NVDA.O) remains a bellwether for the AI trade and a heavyweight in U.S. equity indexes. When investors rotate into or out of chip stocks, Nvidia often sets the tone. With U.S. markets shut on Sunday, traders head into Monday with a tight set of near-term catalysts: a high-profile CES appearance by CEO Jensen Huang and fresh U.S. economic data that can shift interest-rate expectations.
4 January 2026
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Macquarie stock: MQG edges up into 2026 — the two dates investors are watching

Macquarie stock: MQG edges up into 2026 — the two dates investors are watching

NEW YORK, Jan 4, 2026, 16:07 ET — Market closed Macquarie Group Ltd (MQG.AX) shares ended the first ASX session of 2026 slightly higher, closing at A$203.73 on Friday, up 0.26%. The investment bank’s next operational update is scheduled for Feb. 10, according to MarketScreener’s company calendar. The muted move comes as Australian investors return from the New Year break to a market still trading on interest-rate expectations. The S&P/ASX 200 rose 0.2% on Friday in thin volumes, led by a 0.4% gain in financials, while a selloff in miners capped the advance, a Reuters report published by The Business
4 January 2026
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Northern Star (NST) share price sinks after guidance cut — what to watch before the next session

Northern Star (NST) share price sinks after guidance cut — what to watch before the next session

NEW YORK, Jan 4, 2026, 16:11 ET — Market closed Northern Star Resources Ltd (ASX:NST) shares closed down 8.6% at A$24.43 on Friday after the Australian gold miner cut its fiscal 2026 guidance following a weaker-than-expected December quarter.  Investing The reset matters because it points to operational strain across assets that drive cash flow, from the Kalgoorlie Super Pit in Western Australia to the Pogo mine in Alaska. Investors also have limited clarity on costs until the company updates its numbers later this month. Markets are closed in New York on Sunday, but trading in Australia resumes with a near-term
4 January 2026
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Westpac stock (ASX:WBC) ends first 2026 session higher as inflation data looms

Westpac stock (ASX:WBC) ends first 2026 session higher as inflation data looms

SYDNEY, Jan 4, 2026, 16:06 ET — Market closed Westpac Banking Corp (WBC.AX) shares rose in Sydney’s first trading session of 2026, with investors turning quickly to inflation and central-bank signals that can sway bank earnings and valuations. ( Intelligent Investor) The move matters because banks are among the most rate-sensitive stocks on the Australian market. Shifts in interest-rate expectations can change how investors value future profits and dividends, and can feed directly into mortgage pricing and funding costs. It also lands as Australia’s inflation reporting cadence has shifted, giving markets more frequent readouts to price the Reserve Bank of
4 January 2026
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PLS Group Limited stock: what to watch after Friday’s 2% climb and ahead of the Jan. 30 updateNew York, January 4, 2026, 16:09 ET — Market closed

PLS Group Limited stock: what to watch after Friday’s 2% climb and ahead of the Jan. 30 updateNew York, January 4, 2026, 16:09 ET — Market closed

PLS Group Limited (ASX:PLS) shares closed at A$4.31 on Friday, up 2.1% in their last Sydney session as the new year began. The stock is up about 95% over the past year and is within a few cents of its 52-week high, after rebounding from a low of A$1.07, LSEG data showed. That matters because PLS is one of Australia’s most closely watched lithium names, and its share price tends to move with shifts in battery-material pricing and sentiment. After a steep 12-month run, investors are looking for confirmation that volumes and costs are holding up, not just headlines about
4 January 2026
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Commonwealth Bank (CBA) shares start 2026 higher — here are the next catalyst dates investors track

Commonwealth Bank (CBA) shares start 2026 higher — here are the next catalyst dates investors track

SYDNEY, Jan 4, 2026, 16:16 ET — Market closed Commonwealth Bank of Australia shares (CBA.AX) ended Friday up 0.3% at A$161.12, their last close before markets shut for the weekend. The stock traded between A$160.49 and A$161.67 in the session.  Yahoo The move left CBA near the top of the local market’s most closely watched names going into the first full trading week of 2026. Investors are returning from year-end with interest-rate expectations back in play, and Australia’s biggest lender tends to trade as a proxy for that debate. That matters because bank earnings are tightly linked to net interest
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:11 AM EST CleanSpark (CLSK) Shares Show Volatility Amid Bitcoin Mining Growth Prospects February 7, 2026, 12:02 AM EST. CleanSpark (CLSK), a bitcoin mining firm, saw a sharp 21.96% rise in one day after a 35.26% decline over 90 days. The company posted $785 million in annual revenue but a net loss of $267 million. Despite recent share price volatility, analysts estimate a fair value of $23.16 per share, more than double the current $10.08 price, reflecting expectations of expansion in mining capacity and improved margins. The valuation
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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