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Investment Analysis News 24 January 2026

Data center stocks brace for a “show-me” week as Intel flags AI chip bottlenecks

Data center stocks brace for a “show-me” week as Intel flags AI chip bottlenecks

Vertiv rose 0.8% to $182.49 Friday, while Equinix slipped 0.1% and Digital Realty edged up 0.3%. The S&P 500 ended flat as the Dow fell 0.58% and the Nasdaq gained 0.28%. Intel missed demand for AI server chips and lowered its outlook. Amazon is planning new layoffs at AWS and other units next week, Reuters reported.
24 January 2026
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Intel’s 17% slide shakes semiconductor stocks — what Wall Street watches next week

Intel’s 17% slide shakes semiconductor stocks — what Wall Street watches next week

Intel fell 17% to $45.07 Friday after warning of weaker server chip sales, dragging chip stocks lower ahead of next week’s earnings and Fed decision. Nvidia rose 1.53%, while Broadcom and Qualcomm declined. AMD gained 2.3%. Investors await results from Texas Instruments and ASML, with about 20% of S&P 500 firms set to report.
24 January 2026
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ICBC (601398) A-share price slips to 7.21 yuan — what China bank investors watch next week

ICBC (601398) A-share price slips to 7.21 yuan — what China bank investors watch next week

ICBC A-shares fell 0.8% to 7.21 yuan Friday, underperforming the Shanghai Composite’s 0.33% gain. Trading volume reached about 377 million shares. China kept benchmark lending rates steady for the eighth month, while Beijing issued 93.6 billion yuan in special bonds for equipment upgrades. Markets reopen Monday with focus on January factory data.
24 January 2026
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SK hynix stock hits 52-week high: memory-chip squeeze sharpens focus on Jan 29 earnings

SK hynix stock hits 52-week high: memory-chip squeeze sharpens focus on Jan 29 earnings

SK hynix closed Friday at 767,000 won, up 1.6% and reaching a 52-week high as memory chip prices soared. Trading volume hit about 3.5 million shares. Surging demand for AI hardware is driving up costs, but analysts warn that smartphone and PC sales may drop in 2026. SK hynix reports quarterly results Jan. 29.
24 January 2026
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Alibaba stock slips despite Nvidia H200 headline as traders size up China approval risk

Alibaba stock slips despite Nvidia H200 headline as traders size up China approval risk

Alibaba’s U.S.-listed shares fell 2.2% to $173.23 Friday after reports that Chinese regulators gave “in-principle” approval for tech firms to prepare Nvidia H200 AI chip orders. Uncertainty remains over official policy, with no formal quota set and the H200 still barred at customs. Trading volume reached 13.1 million shares. Investors await guidance from regulators or the company.
24 January 2026
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Exxon stock price: XTO’s Eagle Ford sale push puts XOM in play ahead of key week

Exxon stock price: XTO’s Eagle Ford sale push puts XOM in play ahead of key week

Exxon Mobil shares closed up 1% at $134.97 after confirming its XTO unit opened a virtual data room to market Eagle Ford shale assets in South Texas, valued at over $1 billion. Brent crude settled at $65.88, up 2.8%, as a winter storm and supply outages tightened markets. U.S. rig count rose by one to 544. Markets await Monday’s open for more on Exxon’s sale and energy sector moves.
24 January 2026
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Saudi Aramco stock price: 2222 in focus ahead of Sunday as oil whipsaws on Iran headlines

Saudi Aramco stock price: 2222 in focus ahead of Sunday as oil whipsaws on Iran headlines

Saudi Aramco shares closed up 0.96% at 25.24 riyals Thursday, with 11 million shares traded. Brent crude jumped 2.8% to $65.88 a barrel after new U.S. sanctions on Iranian oil and Middle East tensions. CEO Amin Nasser dismissed forecasts of a 2026 oil glut, citing low global spare capacity. OPEC+ meets Feb. 1 to discuss output cuts, a key factor for crude prices and Aramco sentiment.
24 January 2026
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BigBear.ai stock (BBAI) in focus after SEC filing delays share vote again — what to watch next week

BigBear.ai stock (BBAI) in focus after SEC filing delays share vote again — what to watch next week

BigBear.ai shares fell 1.9% to $5.82 Friday after the company delayed a shareholder vote on doubling its authorized share count to 1 billion. The meeting is now set for Feb. 18. About 86 million shares traded as options activity rose and traders awaited updates. The company recently acquired CargoSeer technologies for customs enforcement tools.
24 January 2026
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GSK share price in focus after China clears Trelegy for asthma — what to watch next week

GSK share price in focus after China clears Trelegy for asthma — what to watch next week

GSK shares closed down 0.2% at 1,801 pence in London Friday after China approved Trelegy Ellipta for uncontrolled asthma in adults. The expanded label gives GSK access to an estimated 46 million adults with asthma in China. Investors await GSK’s Q4 and full-year results, set for Feb. 4. The FTSE 100 slipped 0.07% on the day.
24 January 2026
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Sembcorp Industries stock price: 3 dates to watch after Alinta deal Q&A hits SGX

Sembcorp Industries stock price: 3 dates to watch after Alinta deal Q&A hits SGX

Sembcorp Industries shares closed up 0.34% at S$5.99 Friday after releasing responses to shareholder questions on its planned A$6.5 billion Alinta Energy acquisition. Investors face a Jan. 27 proxy deadline ahead of a Jan. 30 vote. The company highlighted potential earnings growth but acknowledged increased emissions and climate risks. About 4 million shares changed hands.
24 January 2026
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BHP stock price faces a two-front test: China iron ore ban and Chile copper roadblocks

BHP stock price faces a two-front test: China iron ore ban and Chile copper roadblocks

BHP diverted Jimblebar Blend Fines iron ore shipments to Malaysia and Vietnam after China’s state buyer told mills not to purchase the product during 2026 contract talks, Reuters reported. Port stocks jumped to 8.1 million tons by Jan. 13, up 360% since September. BHP shares rose 0.7% in Sydney to A$48.43. Striking contract workers blocked access to BHP’s Escondida copper mine in Chile for a fourth day.
24 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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