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Investing News 26 January 2026

AppLovin stock price jumps 5% on Needham upgrade; $700 target puts Feb. 11 earnings in play

AppLovin stock price jumps 5% on Needham upgrade; $700 target puts Feb. 11 earnings in play

AppLovin shares rose 5.1% to $551.15 Monday after Needham upgraded the stock to “buy” and raised its 2026 e-commerce revenue forecast to $1.45 billion. The firm set a $700 price target, citing growth in self-serve advertising. Investors await fourth-quarter results on Feb. 11 for signs the e-commerce push is holding. The move follows recent short-seller allegations, which the company has denied.
Mastercard stock price today: MA holds near $525 as traders brace for earnings week

Mastercard stock price today: MA holds near $525 as traders brace for earnings week

Mastercard shares hovered near $524.76 Monday, showing little change ahead of Thursday’s earnings report. Analysts expect $4.20 per share on $8.74 billion in revenue, with focus on transaction volumes and cross-border spending. Visa was flat and American Express slipped. Investors are watching for guidance on 2026 demand and operating expenses.
Walmart stock price ticks higher as Fed week begins — what investors watch next

Walmart stock price ticks higher as Fed week begins — what investors watch next

Walmart shares rose 0.4% to $118.21 in late-morning trading Monday, tracking Wall Street gains ahead of the Federal Reserve’s interest rate decision. The company will report quarterly earnings Feb. 19, following a CEO transition to John Furner on Feb. 1. Investors remain cautious amid market volatility and upcoming tech earnings.
UnitedHealth stock slips ahead of earnings: UNH investors brace for 2026 outlook

UnitedHealth stock slips ahead of earnings: UNH investors brace for 2026 outlook

UnitedHealth shares fell 1.8% to $349.74 Monday ahead of its full-year 2025 results and 2026 guidance, due before Tuesday’s market open. Analysts cite Medicare Advantage cost trends as a key focus. TipRanks projects quarterly EPS of $2.12 on $113.8 billion revenue, down year-over-year. Options traders are pricing in a 6.3% swing after earnings.
Palantir stock price today: PLTR slips as Fed week starts and Feb. 2 earnings loom

Palantir stock price today: PLTR slips as Fed week starts and Feb. 2 earnings loom

Palantir shares slipped 0.4% to $168.98 in morning trading Monday, with volume at 5.4 million and a range between $167.56 and $170.51. The company will report fourth-quarter and full-year 2025 earnings after markets close on Feb. 2. U.S. stocks edged higher as investors awaited major tech earnings and a Federal Reserve rate decision this week.
Oracle stock price jumps 3% as ORCL outpaces tech in morning trade

Oracle stock price jumps 3% as ORCL outpaces tech in morning trade

Oracle shares rose 3.3% to $182.98 Monday, outpacing tech peers after announcing Voisin Consulting Life Sciences as a new Argus software client. The move follows a December drop tied to weak forecasts and higher capital spending. Investors are watching the Fed’s rate decision on Jan. 28 and Oracle’s earnings in March. Microsoft and Amazon also gained.
Gold price today: Bullion rips past $5,100 record as tariff jitters hit the dollar, miners jump

Gold price today: Bullion rips past $5,100 record as tariff jitters hit the dollar, miners jump

Spot gold jumped above $5,100 an ounce Monday, setting a new record as investors moved into safe havens ahead of the Federal Reserve’s policy decision. Shares of Newmont and Barrick Mining rose over 2% on expectations of higher margins. The dollar weakened, making gold more attractive to foreign buyers. Traders watched for signals from Fed Chair Jerome Powell’s upcoming press conference.
Broadcom stock climbs nearly 2% as new short-dated options kick in and Fed week looms

Broadcom stock climbs nearly 2% as new short-dated options kick in and Fed week looms

Broadcom shares rose nearly 2% to $326.36 in early trading Monday, outpacing a flat semiconductor ETF. Nasdaq options exchanges began listing Broadcom contracts with Monday and Wednesday expirations, expanding short-term trading. Investors are watching the Fed’s Jan. 28 rate decision and Broadcom’s March 4 earnings. Options activity increased as traders positioned for a volatile week.
Microsoft stock dips early as MSFT investors brace for Azure test and Fed week

Microsoft stock dips early as MSFT investors brace for Azure test and Fed week

Microsoft shares fell 0.6% to $462.94 in early Monday trading, ahead of its fiscal Q2 earnings report due Wednesday. Investors are focused on Azure’s growth and rising AI data center costs, as CFO Amy Hood warned of ongoing capacity constraints. Microsoft also issued a rare emergency Windows update last week after reports of app freezes. Broader markets opened flat, with the Dow and S&P 500 slightly higher.
Intel stock price slides again: INTC extends selloff as supply worries linger

Intel stock price slides again: INTC extends selloff as supply worries linger

Intel shares fell 3.7% to $43.40 at Monday’s open, extending a selloff that has erased about 20% since last week. The drop follows warnings of server CPU shortages amid surging AI data-center demand. Intel projects Q1 revenue of $11.7–$12.7 billion and expects supply to bottom out before improving in Q2. CITIC Securities upgraded the stock, raising its target price to $60.30.
Intel stock steadies after last week’s slide as supply squeeze stays in focus

Intel stock steadies after last week’s slide as supply squeeze stays in focus

Intel shares edged down 0.2% to $45.07 in early Monday trading after plunging 14% Friday on warnings of tight first-quarter supply. The company projected revenue of $11.7 billion to $12.7 billion and zero non-GAAP EPS, citing factory constraints. Investors are watching for updates ahead of the Federal Reserve’s Jan. 28 rate decision and upcoming tech earnings.
Newmont Corporation stock price jumps premarket as gold tops $5,100 record — what’s next

Newmont Corporation stock price jumps premarket as gold tops $5,100 record — what’s next

Newmont shares rose 4.3% in premarket trading Monday as spot gold hit a record $5,110.50 an ounce. Barrick Mining, Agnico Eagle Mines, and Kinross Gold also advanced ahead of the U.S. open. Investors await the Federal Reserve’s Jan. 28 policy decision and Newmont’s earnings report on Feb. 19.
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Stock Market Today

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

7 February 2026
Walmart shares rose 3.3% Friday to $131.18, up 10% since Jan. 30, as the Dow closed above 50,000 for the first time. The retailer’s market value crossed $1 trillion this week. Investors await January inflation data on Feb. 13 and Walmart’s quarterly results on Feb. 19 for signs of continued momentum.
Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

7 February 2026
Caterpillar shares surged 7.1% to $726.20 Friday, driving the Dow above 50,000 for the first time. The move erased recent losses and followed insider selling by Group President Bob De Lange earlier in the week. Deere and CNH Industrial also gained as investors rotated into industrial stocks. Markets await next week’s U.S. jobs and inflation data.
Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon stock slides as $200B AI spending plan meets cautious profit outlook

7 February 2026
Amazon shares fell 9% Friday after the company announced plans for $200 billion in 2026 capital spending, mainly for AWS and AI, and issued a first-quarter profit outlook below estimates. The stock drop could erase $200 billion in market value. Fourth-quarter net sales rose 14% to $213.4 billion, while free cash flow declined due to higher spending on AI infrastructure.
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