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Investment Analysis News 28 January 2026 - 29 January 2026

Strategy Inc stock price slips after hours as bitcoin drops below $90,000 and dilution returns to focus

Strategy Inc stock price slips after hours as bitcoin drops below $90,000 and dilution returns to focus

Strategy Inc (MSTR) shares fell 1.9% Wednesday, closing at $158.45 after bitcoin dropped below $90,000. The company raised $257 million by selling 1.57 million shares, then spent $264.1 million to buy 2,932 bitcoins, raising its total holdings to 712,647 coins. Investors await Strategy’s Feb. 5 earnings for updates on funding and bitcoin purchases.
29 January 2026
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Starbucks stock price whipsaws after earnings; Investor Day is the next test for SBUX

Starbucks stock price whipsaws after earnings; Investor Day is the next test for SBUX

Starbucks shares fell 0.6% to $95.16 in after-hours trading Wednesday after reporting Q1 revenue of $9.9 billion and a 4% rise in global comparable-store sales. Adjusted earnings dropped to 56 cents a share, with operating margin down to 9%. The company will outline long-term targets at its investor day Thursday. CEO Brian Niccol said the turnaround plan is ahead of schedule.
29 January 2026
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Amphenol stock drops 12% after earnings — what spooked investors in APH’s outlook

Amphenol stock drops 12% after earnings — what spooked investors in APH’s outlook

Amphenol shares fell 12% to $145.99 in after-hours trading Wednesday despite posting record quarterly sales of $6.4 billion, up 49% year over year. Adjusted EPS reached $0.97, beating estimates, while organic sales rose 37%. The company projected Q1 sales of $6.90–$7.00 billion, including $900 million from a recent acquisition. Orders hit a record $8.4 billion, driven mainly by data center demand.
29 January 2026
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Carvana stock drops 14% after Gotham short report; CVNA heads into an earnings test

Carvana stock drops 14% after Gotham short report; CVNA heads into an earnings test

Carvana shares fell 14.1% to $410.04 in after-hours trading Wednesday after Gotham City Research accused the company of overstating 2023-2024 earnings by over $1 billion. Carvana called the report “inaccurate and intentionally misleading.” Nearly 19.8 million shares changed hands as investors awaited the company’s Feb. 18 earnings release. Other auto retailers’ stocks rose slightly.
29 January 2026
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IBM stock price jumps after hours as Q4 results lift AI and 2026 outlook

IBM stock price jumps after hours as Q4 results lift AI and 2026 outlook

IBM shares rose 7.8% to $317 in after-hours trading Wednesday after reporting fourth-quarter revenue of $19.7 billion, up 12%. The company projected over 5% revenue growth for 2026 in constant currency and expects about $1 billion more in free cash flow. Red Hat growth slowed to 10%, partly due to a late-2025 U.S. government shutdown. IBM’s $11 billion Confluent acquisition is set to close by mid-2026.
28 January 2026
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CrowdStrike stock slips late in session despite Gartner “Customers’ Choice” nod — what CRWD investors watch next

CrowdStrike stock slips late in session despite Gartner “Customers’ Choice” nod — what CRWD investors watch next

CrowdStrike shares fell 1% to $472.04 Wednesday, despite winning Gartner’s “Customers’ Choice” badge for endpoint protection. The drop followed the Fed’s decision to hold rates steady and came as analysts cited valuation concerns. Legal issues linger after last July’s outage, with some lawsuits still active. CrowdStrike’s next earnings report is expected around March 3.
28 January 2026
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ServiceNow stock slips before earnings as Fed holds rates — what to watch in NOW shares

ServiceNow stock slips before earnings as Fed holds rates — what to watch in NOW shares

ServiceNow shares fell 1.2% to $130.24 Wednesday afternoon as investors awaited quarterly earnings due after the bell. Wall Street focused on subscription growth and backlog, with analysts expecting revenue of $3.53 billion, up 19% year-over-year. The Fed held rates steady, pressuring tech stocks. ServiceNow recently expanded its AI partnership with OpenAI.
28 January 2026
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Carvana stock sinks nearly 20% after Gotham short-seller report; Wall Street eyes earnings next

Carvana stock sinks nearly 20% after Gotham short-seller report; Wall Street eyes earnings next

Carvana shares fell 19.5% to $384.57 Wednesday after Gotham City Research accused the company of overstating 2023-2024 earnings by over $1 billion and hiding related-party deals. The stock had closed at $477.72 Tuesday. Carvana did not immediately comment. Investors await the company’s response ahead of its February 18 earnings report.
28 January 2026
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Constellation Energy stock edges lower as PJM power prices spike in deep freeze — what to watch next for CEG

Constellation Energy stock edges lower as PJM power prices spike in deep freeze — what to watch next for CEG

Constellation Energy shares slipped 0.2% to $288.12 Wednesday as PJM Interconnection reported spot power prices above $1,000/MWh in parts of the Mid-Atlantic amid cold-driven grid strain. About 1.6 million shares traded. PJM cited nearly 21 GW of generation outages and warned of possible controlled outages. Constellation recently completed its Calpine acquisition and awaits an earnings report projected for Feb. 17.
28 January 2026
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Western Digital stock jumps 11% as Seagate’s AI-driven outlook ripples through storage names

Western Digital stock jumps 11% as Seagate’s AI-driven outlook ripples through storage names

Western Digital shares surged 11.3% to $281.31 Wednesday, following Seagate’s strong quarterly forecast tied to AI-driven storage demand. Seagate projected third-quarter revenue of about $2.90 billion and adjusted EPS of $3.40. Western Digital will report earnings after markets close Thursday. Analysts recently raised price targets for both companies, citing rising demand for data center storage.
28 January 2026
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Bradesco stock price hovers near a 52-week high as Brazil rate decision nears, earnings next week

Bradesco stock price hovers near a 52-week high as Brazil rate decision nears, earnings next week

Banco Bradesco’s U.S.-listed shares edged up 0.1% Wednesday, hovering near a 52-week high as investors awaited Brazil’s central bank rate decision. January inflation hit 4.5%, matching the top of the target range, prompting traders to expect rates to hold steady. Bradesco will report fourth-quarter results Feb. 5. The bank renewed its agreement with payments firm Cielo.
28 January 2026
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UnitedHealth stock price steadies after 20% wipeout as Medicare Advantage rates loom

UnitedHealth stock price steadies after 20% wipeout as Medicare Advantage rates loom

UnitedHealth shares rose 1.2% to $286.15 early Wednesday after plunging nearly 20% Tuesday, following a draft Medicare Advantage rate update and a weak 2026 outlook. The draft proposed a 0.09% average payment increase for 2027, far below expectations, triggering an $80 billion selloff in managed care stocks. UnitedHealth expects 2026 revenue to fall to just under $439 billion, with Medicare Advantage membership dropping by up to 1.4 million.
28 January 2026
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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.
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