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Investment Analysis News 26 January 2026 - 27 January 2026

KLA (KLAC) stock lifts in after-hours as Wall Street resets targets before Jan. 29 earnings

KLA (KLAC) stock lifts in after-hours as Wall Street resets targets before Jan. 29 earnings

KLA Corp shares rose about 2% to $1,543 in after-hours trading Monday ahead of its earnings report due Thursday. Wolfe Research and Evercore ISI raised their price targets on the stock, citing strong demand and order pull-ins tied to AI chip production. KLA will release fiscal Q2 results after the market closes Jan. 29.
27 January 2026
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IREN stock price slides 7.6% as Nvidia’s CoreWeave bet puts AI data-center plays back in focus

IREN stock price slides 7.6% as Nvidia’s CoreWeave bet puts AI data-center plays back in focus

IREN shares fell 7.6% to $52.36 in after-hours trading Monday, with 42 million shares traded. The drop followed news of Nvidia’s $2 billion investment in CoreWeave, intensifying competition in AI data centers. Investors await the Fed’s policy decision Wednesday and IREN’s quarterly results on Feb. 5. Bitcoin rose 1.9% to $88,233 but failed to lift crypto-linked stocks.
27 January 2026
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Thermo Fisher Scientific stock rises toward $631 as TMO heads into Jan. 29 earnings

Thermo Fisher Scientific stock rises toward $631 as TMO heads into Jan. 29 earnings

Thermo Fisher shares rose 0.8% to $631.24 by midday Monday in New York, rebounding from an early dip ahead of Thursday’s earnings report and 2026 outlook. Options markets point to an expected 4% swing after results. Analysts forecast Q4 earnings of $6.43 per share, up from $6.10 a year ago. The company will hold its earnings call at 8:30 a.m. ET on Jan. 29.
26 January 2026
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Vale stock slides on Fabrica mine overflow in Brazil; what investors watch next

Vale stock slides on Fabrica mine overflow in Brazil; what investors watch next

Vale shares fell 1.6% in U.S. trading Monday after a water-and-sediment overflow at its Fábrica mine in Minas Gerais reached a competitor’s facilities and local streams. Vale reported no injuries and said the incident was unrelated to its dams, keeping production guidance unchanged. Rival miners Rio Tinto and BHP rose up to 2%. Local officials confirmed a second overflow at Vale’s Viga mine within 24 hours.
26 January 2026
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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

Micron shares dropped 2.3% to $390.50 after reports that Samsung is close to supplying Nvidia with next-generation HBM4 memory chips. Samsung may begin HBM4 shipments to Nvidia as early as next month, with both Samsung and SK Hynix set to report earnings Thursday. Investors are watching for updates on HBM4 order volumes and supply chain developments. Nvidia’s Vera Rubin platform is now in full production.
26 January 2026
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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

IonQ shares fell 1.6% to $46.50 after announcing a $1.8 billion cash-and-stock deal to acquire SkyWater Technology. SkyWater shareholders will receive $35 per share, split between $15 cash and $20 in IonQ stock, with a collar to limit price swings. The deal is expected to close in Q2 or Q3 2026. IonQ’s next earnings report is due next month.
26 January 2026
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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

Eli Lilly shares slipped 0.1% to $1,062.87 in late morning trading Monday, extending last week’s decline. Investors are focused on the Feb. 4 earnings release and updates on obesity drug launches amid rising competition from Novo Nordisk. Early U.S. sales of Novo’s oral Wegovy and anticipation for Lilly’s orforglipron pill are drawing analyst attention. Legal and pricing pressures add uncertainty as both firms battle for market share.
26 January 2026
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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

Ondas Inc shares fell 5.2% to $11.54 in Monday morning trading after a recent SEC filing showed its Ondas Networks unit raised $8.4 million in Series B preferred stock, mostly funded by the parent company. The stock saw heavy volume and a 6% price swing as investors weighed the financing’s impact and awaited updates ahead of a defense conference starting Jan. 27.
26 January 2026
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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

IonQ shares rose 2.3% after announcing a $1.8 billion cash-and-stock deal to acquire SkyWater Technology at $35 per share. SkyWater stock jumped 6.3% to $33.28. The offer includes a collar to adjust the stock portion if IonQ’s price changes. The deal awaits shareholder and regulatory approval.
26 January 2026
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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

BP shares rose about 1% to 448.05 pence in early London trading Monday, tracking gains in oil and gas prices after U.S. winter storms cut output and geopolitical tensions lifted Brent crude to $66.30 a barrel. U.S. natural gas futures surged 70% over the week to $5.35 per MMBtu. BP’s earnings report is due Feb. 10, with investors focused on impairment charges and cash flow.
26 January 2026
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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

Beazley closed Friday at 1,152 pence, up 3.23%, as Zurich’s 1,280 pence-per-share cash offer remains on the table ahead of a Feb. 16 deadline. Beazley’s board rejected the bid, calling it undervalued. Shares dropped sharply after the rejection but recovered by the close. Investors await any revised offer and Beazley’s results due March 4.
26 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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