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Investment Analysis News 13 January 2026 - 14 January 2026

Adobe stock slides after Oppenheimer downgrade as Apple targets Creative Cloud

Adobe stock slides after Oppenheimer downgrade as Apple targets Creative Cloud

New York, Jan 13, 2026, 18:37 EST — After-hours Adobe shares dropped 5.4% to $309.93 in after-hours trading Tuesday, having hit a low of $307.94 earlier in the session. The slide came after Oppenheimer downgraded Adobe, citing generative AI’s growing impact on the company’s reliable subscription model. Analyst Brian Schwartz cut Adobe to “Perform” from “Outperform” and removed the price target altogether. In his note, he said Gen AI “is increasing the velocity of content creation while lowering price and subscriber growth.” (Investopedia) Competition is heating up at the low end of creative tools—and it’s not just startups shaking things
14 January 2026
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JPMorgan stock drops after earnings: Apple Card reserve, weak deal fees and what’s next for JPM shares

JPMorgan stock drops after earnings: Apple Card reserve, weak deal fees and what’s next for JPM shares

New York, Jan 13, 2026, 17:36 EST — After-hours Shares of JPMorgan Chase & Co. fell roughly 4.2% in after-hours trading Tuesday, slipping to $310.90. The bank’s quarterly results reignited concerns around credit-card performance and dealmaking activity. This matters because JPMorgan is the largest U.S. lender, and its results often shape investor sentiment across the sector. Traders are sorting which segments benefit from volatile markets versus those that rely on a steady deal flow and supportive interest rates. Politics remains a key concern, alongside profits. President Donald Trump’s plan to cap credit card interest rates for one year has rattled
13 January 2026
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Micron Technology stock drops after hours as SK Hynix launches $13B AI-memory buildout

Micron Technology stock drops after hours as SK Hynix launches $13B AI-memory buildout

NEW YORK, Jan 13, 2026, 16:15 EST — After-hours Micron Technology, Inc. (MU) shares dipped in after-hours trading Tuesday following news that SK Hynix plans to pour 19 trillion won ($12.9 billion) into a new advanced chip-packaging plant in South Korea. Construction is expected to kick off in April and finish by the end of 2027. Micron dropped $7.76, or roughly 2.2%, to $338.11 from a prior close of $345.87; the stock opened at $346.24 and moved between $335.23 and $351.11 during the session. Macquarie Equity Research noted SK Hynix held 61% of last year’s high-bandwidth memory market, well ahead
13 January 2026
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Harmony Biosciences stock drops after ZYN002 exit as 2026 Wakix sales outlook tops $1 billion

Harmony Biosciences stock drops after ZYN002 exit as 2026 Wakix sales outlook tops $1 billion

NEW YORK, Jan 13, 2026, 16:19 EST — After-hours Shares of Harmony Biosciences Holdings Inc (HRMY) slid 6.4% on Tuesday to close at $35.82, after trading as low as $34.69. The move comes as investors work through a pipeline reshuffle and a new revenue outlook that landed just as healthcare executives crowd into San Francisco for the annual J.P. Morgan conference. Harmony’s stock tends to move on two things: what Wakix can do next, and whether the company can build something that matters beyond it. Tuesday’s update hit both levers, in opposite directions. Harmony said preliminary, unaudited net product revenue
13 January 2026
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Nvidia stock stays flat after China tightens H200 chip approvals; Eli Lilly $1B AI lab grabs attention

Nvidia stock stays flat after China tightens H200 chip approvals; Eli Lilly $1B AI lab grabs attention

New York, January 13, 2026, 4:03 PM ET — After-hours NVIDIA Corporation shares (NVDA) barely moved Tuesday following a report that China is restricting approvals for buying the company’s H200 AI chips. The stock last dipped 0.04% to $184.87 shortly after the close, after bouncing between $183.45 and $188.08. (Reuters) The China headlines are key because the H200 — a top-tier graphics processing unit (GPU) used in data centers for training and running AI models — is central to Nvidia’s growth narrative. According to the report, Beijing’s guidance to some companies was “deliberately vague,” advising purchases only when “necessary.” More
13 January 2026
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Oklo stock slides in late trade as Meta nuclear deal meets insider selling and long timelines

Oklo stock slides in late trade as Meta nuclear deal meets insider selling and long timelines

New York, January 13, 2026, 3:27 PM ET — Regular session Oklo Inc. shares (OKLO) were down 3.3% at $99.10 in late afternoon trading on Tuesday, after swinging from an intraday high of $107.55 to a low of $98.04. The stock closed at $102.50 in the prior session. The pullback comes as nuclear-linked stocks stay headline-driven, with Big Tech hunting for round-the-clock power to run data centers and AI workloads. Meta Platforms last week lined up nuclear agreements with Vistra and also teamed with Oklo and Bill Gates-backed TerraPower to develop small modular reactors (SMRs) — smaller nuclear units meant
13 January 2026
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Vistra stock in focus as VST prices $2.25 billion notes; analysts cite Meta nuclear deal

Vistra stock in focus as VST prices $2.25 billion notes; analysts cite Meta nuclear deal

New York, Jan 13, 2026, 15:24 (EST) — Regular session Shares of Vistra Corp (VST.N) nudged up 0.2% to $172.95 on Tuesday, following the announcement that the power producer priced $2.25 billion in senior secured notes. The move aims to back its planned acquisition of Cogentrix. Vistra’s stock fluctuated between $170.85 and $177.76 during the session. The newly issued notes, maturing in 2031 and 2036, carry interest rates of 4.700% and 5.350%, respectively, with a closing date set for Jan. 22, according to the company. (Vistra Corp. Investor Relations) The debt sale puts Vistra’s balance sheet under the microscope as
13 January 2026
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GeneDx stock drops again: WGS slides on 2026 outlook as JPM talk nears

GeneDx stock drops again: WGS slides on 2026 outlook as JPM talk nears

New York, Jan 13, 2026, 14:49 EST — Regular session Shares of GeneDx Holdings Corp dropped roughly 8.7% to $108.90 Tuesday afternoon, continuing their slide after the genetic testing firm revealed its 2026 revenue forecast the previous day. (https://finance.yahoo.com/quote/WGS/) The drop is significant since GeneDx is now viewed as a high-expectations play: investors are swift to punish results that merely meet forecasts instead of beating them, particularly with a packed schedule of healthcare investor events coming up. GeneDx submitted its outlook and preliminary, unaudited 2025 numbers in an 8-K filing on Monday. Investors often treat this kind of update as
13 January 2026
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Adobe stock slides after Oppenheimer downgrade as AI threat looms for ADBE

Adobe stock slides after Oppenheimer downgrade as AI threat looms for ADBE

New York, Jan 13, 2026, 14:40 EST Adobe shares dropped Tuesday following a downgrade from Oppenheimer, marking another cautious note among recent calls that have pressured the stock this month. By afternoon, shares had fallen 5.7% to $309.02. The downgrade hits at a crucial moment for Adobe, perched on the edge of the AI trade. Investors crave quicker returns from generative-AI features, but analysts are zeroing in on whether these new tools could open the door for competitors to chip away at Adobe’s core business. Oppenheimer called the 2026 outlook for application software “challenging,” noting the sector has underperformed the
13 January 2026
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Alnylam stock dips as Amvuttra sales miss some forecasts; 2026 outlook in focus

Alnylam stock dips as Amvuttra sales miss some forecasts; 2026 outlook in focus

New York, January 13, 2026, 14:47 ET — During regular trading hours Shares of Alnylam Pharmaceuticals slipped 0.1% to $370.39 in Tuesday afternoon trading, as investors weighed the company’s updated sales forecast alongside its new five-year strategy. Based in Cambridge, Massachusetts, the company revealed preliminary 2025 sales and 2026 guidance in a Form 8-K tied to its “Alnylam 2030” plan. It warned that these figures are unaudited and may be revised before the full results come out in February. (StreetInsider.com) The news came through as executives and investors gathered at the annual J.P. Morgan Healthcare Conference, a key week when
13 January 2026
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Why Goldman Sachs stock is down today: Apple Card handoff and CPI sharpen focus on Jan. 15 earnings

Why Goldman Sachs stock is down today: Apple Card handoff and CPI sharpen focus on Jan. 15 earnings

New York, January 13, 2026, 12:37 ET — Regular session. Goldman Sachs Group Inc shares fell on Tuesday, down $7.54, or 0.8%, to $942.01 in midday New York trading. The stock has ranged from $931.59 to $953.07 so far in the session. The timing matters. Big banks are opening their books, inflation data hit the tape, and investors are trying to work out whether last quarter’s trading and deal chatter turns into real fees. JPMorgan Chase, the first major U.S. bank to report this week, topped estimates as markets revenue rose 17%, but it booked a $2.2 billion provision tied
13 January 2026
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JPMorgan Chase stock falls after Apple Card reserve hits profit as rate-cap risk hangs over banks

JPMorgan Chase stock falls after Apple Card reserve hits profit as rate-cap risk hangs over banks

New York, Jan 13, 2026, 11:02 ET — Regular session JPMorgan Chase & Co shares were down 2.5% at $316.32 in late morning trade on Tuesday, after swinging between $331.00 and $313.96 earlier in the session. The bank reported fourth-quarter net income of $13.0 billion, or $4.63 a share, after setting aside $2.2 billion tied to its forward purchase of the Apple credit card portfolio. “The Firm concluded the year with a strong fourth quarter,” CEO Jamie Dimon said in the release. (SEC) The print lands as Washington re-opens a fight over what credit should cost. Analysts at TD Cowen
13 January 2026
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Stock Market Today

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
NEW YORK, Feb 7, 2026, 03:07 (EST) Amazon.com shares fell on Friday after the company laid out a roughly $200 billion plan to ramp up artificial intelligence (AI) infrastructure, unsettling investors who have started to question the price tag of the AI race. Amazon, Alphabet, Microsoft and Meta have now flagged more than $630 billion of capital expenditures, or capex — the money spent on property and equipment such as data centers, servers and chips — largely tied to AI build-outs. Morgan Stanley analysts said investors are “not forgiving” about big investments without a clear signal on return on invested
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
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