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Investment Analysis News 14 January 2026 - 15 January 2026

Uber stock dips after NYC says Uber Eats and DoorDash cut tips by $550 million — what to watch next

Uber stock dips after NYC says Uber Eats and DoorDash cut tips by $550 million — what to watch next

New York, Jan 14, 2026, 19:46 EST — After-hours Uber Technologies, Inc. shares fell 0.8% to $84.65 in after-hours trading on Wednesday after New York City said changes to the Uber Eats and DoorDash apps helped drive down delivery-worker tips. The report lands with a Jan. 26 enforcement date for new city rules requiring delivery apps to show tipping options at checkout. That is close enough to force traders to price in a real-world test, not just another policy headline. It also drops into the run-up to Uber’s next earnings update, when investors will be looking for any sign that
15 January 2026
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Home Depot stock slips as housing sales pick up; traders eye Feb. 24 earnings

Home Depot stock slips as housing sales pick up; traders eye Feb. 24 earnings

New York, Jan 14, 2026, 19:06 EST — After-hours Shares of Home Depot (HD) slipped roughly 1% on Wednesday, ending at $375.95 in after-hours trading. The home-improvement chain finds itself caught between rising mortgage rates and shifting consumer confidence. While increased housing activity can boost renovation spending, steep borrowing costs continue to discourage major projects. Investors found new momentum in housing data. U.S. existing home sales surged 5.1% in December, hitting a seasonally adjusted annual rate of 4.35 million. The National Association of Realtors linked the rise to easing mortgage rates. “In the fourth quarter, conditions began improving,” said chief
15 January 2026
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Bloom Energy stock drops late as traders cool on data-center power bets

Bloom Energy stock drops late as traders cool on data-center power bets

New York, Jan 14, 2026, 18:57 ET — After-hours Bloom Energy (BE.N) shares fell 4.5% to $133.46 in after-hours trading on Wednesday, giving back ground after a sharp early-January run. The stock swung between $130.01 and $140.00 during the session. The move matters because Bloom has become a crowded way to play the surge in electricity demand tied to artificial intelligence data centers, and investors are getting pickier on price. BlackRock said clients looking at AI into 2026 favored energy and infrastructure providers over big tech, based on a survey it cited. (Reuters) U.S. power demand is also moving into
15 January 2026
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Applied Materials stock slips after RBC starts coverage at Outperform; what to watch for AMAT next

Applied Materials stock slips after RBC starts coverage at Outperform; what to watch for AMAT next

NEW YORK, Jan 14, 2026, 18:43 EST — After-hours RBC Capital Markets kicked off coverage of Applied Materials (AMAT.O) on Wednesday, assigning an Outperform rating and setting a $385 price target. The firm highlighted a stronger outlook for chipmaking-tool demand. After hours, Applied Materials shares dipped roughly 1% to $301.89. (Investing.com) The timing is key as investors shift back into semiconductor capital equipment stocks, betting that spending is expanding beyond the current AI chip bottlenecks. What comes next will hinge less on headlines and more on actual order books — covering memory, logic, and advanced packaging. China remains a tough
15 January 2026
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Shopify stock slides after-hours as growth trade wobbles; AI shopping push back in spotlight

Shopify stock slides after-hours as growth trade wobbles; AI shopping push back in spotlight

New York, Jan 14, 2026, 18:51 EST — After-hours Shares of Shopify Inc dropped 5.9%, closing at $157.51 in after-hours trading Wednesday. During the session, the stock fluctuated between $153.90 and $167.50. The decline hit harder since investors were already pulling back from growth stocks amid big-bank earnings and fresh U.S. data. When sentiment shifts, high-valued shares can swing sharply, one way or the other. (Reuters) Shopify’s shares dropped 5.9% in Toronto, dragging the tech sector down 4.5% for the day, according to a Reuters report. (Reuters) U.S. retail sales in November outpaced expectations, underscoring that the economy remains strong
15 January 2026
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Wells Fargo stock drops after earnings miss as rate-cap fears linger — what to watch next

Wells Fargo stock drops after earnings miss as rate-cap fears linger — what to watch next

New York, January 14, 2026, 17:37 EST — After-hours Wells Fargo & Company shares fell roughly 4.6% to $89.25 in after-hours trading Wednesday, following a fourth-quarter earnings miss. This marked the bank’s first full quarter after U.S. regulators finally lifted its longstanding asset cap. (Reuters) The miss hit hard since investors were counting on a straightforward catch-up trade now that the Fed lifted the cap on Wells Fargo’s balance sheet. The bank could finally expand, but the market expected interest income to come through clearly and guidance to meet expectations. Bank stocks took a broader hit, showing little tolerance for
14 January 2026
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Citigroup stock drops after earnings: Russia exit hit, costs rise and 2026 targets take center stage

Citigroup stock drops after earnings: Russia exit hit, costs rise and 2026 targets take center stage

New York, January 14, 2026, 17:43 EST — After-hours Citigroup (NYSE: C) shares fell 3.3% in after-hours trading on Wednesday to $112.41, after trading between $118.50 and $110.49 earlier in the day. The latest move hits as U.S. banks roll into results season and investors try to gauge what still works: deal fees, sticky corporate cash, and consumer credit — or just tight expense control. Citi sits right in that crossfire. CEO Jane Fraser has pushed a multi-year overhaul, and traders have grown impatient with any sign the path to stronger returns is slipping. Citi reported fourth-quarter net income of
14 January 2026
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Dow Jones Industrial Average slips after bank earnings, tech slide; Goldman and inflation data next

Dow Jones Industrial Average slips after bank earnings, tech slide; Goldman and inflation data next

New York, January 14, 2026, 17:04 EST — After-hours update The Dow Jones Industrial Average slipped 42.36 points, or 0.09%, closing at 49,149.63 on Wednesday. It pared back a sharper drop from earlier but still ended down for the second day in a row. The S&P 500 lost 0.53%, while the Nasdaq tumbled 1.00% as investors favored safer sectors. (Reuters) Wall Street is entering earnings season on the heels of record closing highs, but policy risks have crept back into the picture. The Dow and the S&P 500 notched new closing records Monday, despite investors largely brushing off renewed concerns
14 January 2026
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Bank of America stock drops after earnings beat as BAC outlook takes center stage

Bank of America stock drops after earnings beat as BAC outlook takes center stage

NEW YORK, Jan 14, 2026, 16:44 EST — After-hours Bank of America shares dropped roughly 3.7% to $52.48 in after-hours trading Wednesday, following a volatile day where the stock swung between $55.67 and $51.66. The shift comes as major U.S. banks begin releasing their earnings, with investors eager to gauge the outlook for lending, trading, and credit in 2026. Bank of America draws particular attention, given that its consumer portfolio and deposit base provide key insights into household demand. The bank projects net interest income (NII)—the gap between earnings on loans and deposits—to climb 7% this quarter, reaffirming its 5%
14 January 2026
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Palantir stock (PLTR) dips after hours as Citi upgrade meets Feb. 2 earnings countdown

Palantir stock (PLTR) dips after hours as Citi upgrade meets Feb. 2 earnings countdown

New York, Jan 14, 2026, 16:34 EST — After-hours Palantir Technologies shares dropped 0.3% to $178.40 in after-hours Wednesday, drifting lower along with many tech stocks despite a more positive outlook from Citi. The stock fluctuated between $174 and $181.33 during the session, with roughly 33 million shares changing hands. That slight pullback counts, given Palantir’s surge has already baked in rapid growth expectations. Traders have swiftly hit the stock whenever signs of a slowdown emerge. Citi’s call shifted attention to 2026 forecasts and how quickly companies are pouring money into AI projects, a trend that’s shaped the stock for
14 January 2026
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Kohl’s stock slides 5% as Jefferies trims target to $22, tariff ruling keeps retailers on edge

Kohl’s stock slides 5% as Jefferies trims target to $22, tariff ruling keeps retailers on edge

New York, Jan 14, 2026, 15:55 EST — Regular session Kohl’s Corporation shares dropped 5.3% to $19.40 in afternoon trading, following an earlier range between $18.92 and $20.60. The decline came after Tuesday’s 3.75% jump, which pushed the stock to close at $20.48. Jefferies analyst Blake Anderson cut his price target for Kohl’s to $22 from $24 but maintained a “hold” rating, GuruFocus reports. The price target reflects where the analyst expects the stock to trade over time. (GuruFocus) The note hit as the stock was already off its recent peaks, following a strong rally late last year that had
14 January 2026
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Pfizer (PFE) stock rises as CEO calls obesity push a “Viagra”-scale bet, with earnings next in focus

Pfizer (PFE) stock rises as CEO calls obesity push a “Viagra”-scale bet, with earnings next in focus

NEW YORK, Jan 14, 2026, 15:10 EST — Regular session Pfizer Inc shares climbed about 2% to $25.65 on Wednesday following CEO Albert Bourla’s remarks on the company’s push into the rapidly expanding cash-pay obesity drug market. “We are all in on obesity,” Bourla told reporters at the J.P. Morgan Healthcare Conference. Pfizer plans to launch 10 Phase 3 trials for its Metsera obesity compounds by the end of 2026, aiming to fuel future growth. The company still doesn’t expect revenue growth to return until 2029, as it navigates patent expirations and a slowdown in COVID-era sales. (Reuters) The shift
14 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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