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Investment Analysis News 26 January 2026

Micron stock slips on Samsung’s Nvidia HBM4 push as traders look to Thursday chip updates

Micron stock slips on Samsung’s Nvidia HBM4 push as traders look to Thursday chip updates

New York, Jan 26, 2026, 11:33 EST — The regular session is underway. Shares of Micron Technology, Inc. (MU) fell $9.15, or 2.3%, sliding to $390.50 during late-morning trading Monday. The drop followed news that Samsung Electronics is nearing a deal to supply Nvidia with next-generation high-bandwidth memory chips. (Reuters) Why it matters now: Micron’s surge depends on high-bandwidth memory,…
IonQ stock flips lower after $1.8 billion SkyWater deal as traders weigh collar, cash and timing

IonQ stock flips lower after $1.8 billion SkyWater deal as traders weigh collar, cash and timing

New York, Jan 26, 2026, 11:27 a.m. EST — Regular session Shares of IonQ (IONQ) slipped around 1.6% to $46.50 on Monday, following the company’s announcement of a roughly $1.8 billion deal to acquire U.S. chipmaker SkyWater Technology. The stock hit a high of $50.55 earlier in the day before dropping to a session low of $45.77. IonQ’s approach is…
Eli Lilly stock slips in late morning trade as investors size up earnings and the obesity-pill race

Eli Lilly stock slips in late morning trade as investors size up earnings and the obesity-pill race

New York, Jan 26, 2026, 11:29 EST — Regular session. Eli Lilly shares slipped $1.42, roughly 0.1%, to $1,062.87 in late morning trading Monday, after fluctuating between $1,043.88 and $1,067.71. The modest shift hides a larger picture unfolding toward February: investors are focused on how quickly Lilly can boost its obesity and diabetes business as the market increasingly favors easier-to-use…
Ondas (ONDS) stock slides in heavy trade as Networks unit funding deal sinks in

Ondas (ONDS) stock slides in heavy trade as Networks unit funding deal sinks in

New York, Jan 26, 2026, 10:47 EST — Regular session underway. Ondas Inc shares dropped 5.2% to $11.54 by late Monday morning, slipping as low as $11.53 during the session. The stock had initially climbed to $12.32 and saw around 26.5 million shares change hands. This shift is significant since Ondas has relied heavily on its subsidiaries to fuel growth.…
IonQ stock climbs after $1.8 billion SkyWater deal — terms, collar and what traders watch next

IonQ stock climbs after $1.8 billion SkyWater deal — terms, collar and what traders watch next

New York, Jan 26, 2026, 10:32 (ET) — Regular session IonQ shares climbed Monday following its announcement to acquire U.S. semiconductor foundry SkyWater Technology in a roughly $1.8 billion deal. By 10:17 a.m. ET, IonQ was trading 2.3% higher at $48.33, having earlier reached $50.55. SkyWater’s stock jumped 6.3% to $33.28, after topping out at $34.89. This tie-up is significant…
BP share price rises as oil firms on storm disruption and Iran risk, with earnings next in focus

BP share price rises as oil firms on storm disruption and Iran risk, with earnings next in focus

London, Jan 26, 2026, 08:13 GMT — Regular session BP shares climbed early Monday in London, gaining roughly 1% to hit 448.05 pence, up from Friday’s 443.65 close. The price fluctuated between 446.65 and 449.30 pence on volume near 1 million. (Investing) This week, energy stocks are following oil and gas prices more closely than any corporate announcements. With BP’s…
Beazley share price in focus as Zurich’s bid clock ticks toward Feb. 16 — what London traders watch

Beazley share price in focus as Zurich’s bid clock ticks toward Feb. 16 — what London traders watch

London, Jan 26, 2026, 07:54 GMT — Premarket Beazley Plc shares look poised for more takeover talk in London on Monday, having closed at 1,152 pence on Friday—a 3.23% rise. (Hargreaves Lansdown) The clock is ticking. Under the UK Takeover Code’s Rule 2.6(a), known as the “put up or shut up” rule, Zurich must decide by 5 p.m. London time…
Keppel share price dips in Singapore as traders size up Feb 5 results, data-centre pipeline

Keppel share price dips in Singapore as traders size up Feb 5 results, data-centre pipeline

Singapore, Jan 26, 2026, 15:23 SGT — Regular session Shares of Keppel Ltd slipped 0.5% to S$10.96 by 3:19 p.m. in Singapore on Monday, pulling back after a solid rally that pushed the stock close to all-time highs. Traders appeared eager to take profits. According to the company announcement list, there have been no new filings since Jan. 20. (SG…
CBA share price: Australia Day closure tees up CPI and February earnings test for Commonwealth Bank stock

CBA share price: Australia Day closure tees up CPI and February earnings test for Commonwealth Bank stock

Sydney, January 26, 2026, 16:49 AEDT — Trading has wrapped up for the day. Commonwealth Bank of Australia shares will not trade on Monday, with the ASX cash market shut for the Australia Day holiday. Investors won’t get a fresh look at the stock until trading resumes Tuesday. The week ahead is short, but inflation and interest rate forecasts remain…
Qorvo stock drifts into earnings week: what to watch for QRVO before Tuesday’s report

Qorvo stock drifts into earnings week: what to watch for QRVO before Tuesday’s report

New York, Jan 25, 2026, 21:39 ET — Market closed Qorvo Inc shares slipped 0.8% to close at $80.91 on Friday, as investors braced for a crucial earnings report that could shape the stock’s direction next week. Qorvo is set to report its fiscal third-quarter results after Tuesday’s market close, with a conference call to follow. Investors will be watching…
Fudan Microelectronics stock slips as 2025 profit outlook flags bigger write-down hit

Fudan Microelectronics stock slips as 2025 profit outlook flags bigger write-down hit

Shanghai, Jan 26, 2026, 09:59 (CST) — Regular session underway Shares of Shanghai Fudan Microelectronics Group Co., Ltd. Class A (688385.SS) dipped Monday morning after the chipmaker warned its 2025 net profit might plunge up to 67%.By mid-morning in Shanghai, the stock was down 0.6% at 85.39 yuan. (Investing) The guidance is crucial now as China’s STAR Market enters the…
Suzhou Maxwell stock price: 300751.SZ in focus after a 20% limit-up on China’s “space photovoltaics” trade

Suzhou Maxwell stock price: 300751.SZ in focus after a 20% limit-up on China’s “space photovoltaics” trade

Shanghai, Jan 26, 2026, 08:04 (GMT+8) — Premarket Suzhou Maxwell Technologies Co., Ltd. shares are set to draw attention when mainland markets open Monday. The Shenzhen-listed solar equipment company hit the 20% daily limit on Friday, finishing at 324.36 yuan. (Investing) The surge is significant as the solar sector attempts to recover from a tough stretch marked by falling prices…
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Stock Market Today

  • General Fusion to Go Public on Nasdaq, Spotlighting Fusion Energy's Market Debut
    January 26, 2026, 1:27 PM EST. General Fusion plans to list on Nasdaq through a merger with Spring Valley Acquisition Corp. III, becoming the first publicly traded pure-play fusion energy company under the ticker GFUZ. This highlights fusion energy's shift from experimental science to commercial viability, meeting growing demand for clean, reliable baseload power amid surging electricity needs driven by AI, electrification, and data centers. Fusion offers advantages over nuclear fission and fossil fuels, such as minimal radioactive waste and abundant fuel. General Fusion pursues Magnetized Target Fusion (MTF), simplifying technology to reduce costs. The move signals increased investor interest in fusion as part of future energy security and decarbonization efforts.
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