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Investment Analysis News 10 January 2026 - 11 January 2026

Vistra stock pops on Meta nuclear contracts — what VST bulls and bears watch next week

Vistra stock pops on Meta nuclear contracts — what VST bulls and bears watch next week

New York, Jan 10, 2026, 20:13 EST — Market closed. Vistra Corp (VST.N) shares jumped 10.5% Friday, closing at $166.37, following news that Meta Platforms (META.O) inked 20-year deals to purchase nuclear power from three Vistra facilities. The move cements Vistra’s role in the market’s “AI power” trade as next week approaches. (Reuters) This shift is crucial as investors seek reliable, 24/7 power sources to support growing data centers. Nuclear energy fits the criteria, and locking in long-term contracts helps secure predictable future cash flows. It arrives in a market eager to favor utilities offering dispatchable generation—power that can run
11 January 2026
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Rocket Companies stock (RKT) jumps on Trump’s $200B mortgage-bond move — what to watch next

Rocket Companies stock (RKT) jumps on Trump’s $200B mortgage-bond move — what to watch next

NEW YORK, Jan 10, 2026, 18:43 ET — Market closed. Shares of Rocket Companies, Inc soared 9.6% on Friday, closing at $23.29 after hitting an intraday high of $23.41. Investors rushed into mortgage lenders following new signs that Washington aims to push home-loan rates down. This matters because Rocket’s main operation—originating home loans via Rocket Mortgage—often shifts with interest rates. When borrowing costs drop, refinancing and buying activity generally rise, sparking competition among lenders for volume. The sensitivity has resurfaced amid renewed pressure from policymakers on housing affordability. Although mortgage rates have dropped from their peaks last year, they remain
11 January 2026
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Ford stock pulls back from rally as ‘eyes-off’ driving plan and Piper upgrade hit tape

Ford stock pulls back from rally as ‘eyes-off’ driving plan and Piper upgrade hit tape

NEW YORK, Jan 10, 2026, 18:59 EST — Market closed Ford Motor (F.N) shares slipped 1.4% to $14.20 on Friday, pulling back after a recent rally that had lifted the stock to multi-month highs. The jump matters now because it reignites debate over whether Ford can convert driver-assistance and software into more reliable profit, just as investors reassess the outlook for rates and consumer demand. Autos react sharply to shifts in financing costs. As the market rests over the weekend, traders are eyeing potential triggers that might reshape rate forecasts—and with them, cyclical names such as Ford. Ford’s stock climbed
11 January 2026
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Thermo Fisher Scientific Inc stock: Weaverville phase-out plan hits tape ahead of JPM talk, Jan. 29 earnings

Thermo Fisher Scientific Inc stock: Weaverville phase-out plan hits tape ahead of JPM talk, Jan. 29 earnings

New York, Jan 10, 2026, 15:53 EST — The market has closed. Thermo Fisher Scientific is set to wind down its Weaverville-area facility in western North Carolina, according to a WARN notice filed with the state. The document reveals permanent layoffs starting as early as Dec. 31, 2026, with the eventual closure slated for late 2027. The company plans to cut 421 jobs at its 275 Aiken Road site, beginning the first wave of separations at the end of 2026 and continuing through the following year. (WLOS) WARN, or Worker Adjustment and Retraining Notification, is a U.S. requirement for employers
10 January 2026
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SAP stock jumps on Wells Fargo “top platform” call as Jan 29 earnings near

SAP stock jumps on Wells Fargo “top platform” call as Jan 29 earnings near

FRANKFURT, Jan 10, 2026, 20:23 CET — The market has now closed for the day. SAP shares gained 2.8% on Friday, pushing higher after a rocky start to the year. Investors responded to a new Wall Street note that ranked the German software giant near the top of a 2026 software outlook. (MarketWatch) This shift is significant as SAP’s next major update is just around the corner. The company will release its fourth-quarter and full-year 2025 results on Jan. 29, with a management call and press conference scheduled for later that morning. (SAP) Wells Fargo analysts, led by Michael Turrin,
10 January 2026
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Wells Fargo stock near $96 ahead of Jan. 14 earnings — CPI and key levels in focus

Wells Fargo stock near $96 ahead of Jan. 14 earnings — CPI and key levels in focus

NEW YORK, Jan 10, 2026, 14:06 EST — Market closed Wells Fargo & Company shares edged higher on Friday, closing up 0.37% at $95.95. The stock finished the week on a stronger note as investors looked ahead to upcoming catalysts. Year-to-date, Wells Fargo has gained roughly 0.8%. (Nasdaq) The timing is critical: a major inflation report drops just as U.S. banks roll out their earnings. JPMorgan Chase kicks off the reporting season on Tuesday, with Citigroup, Bank of America, and Wells Fargo following the next day. Traders will be scanning these results for clues on consumer demand. (Reuters) Friday’s mood
10 January 2026
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JPMorgan stock: Venezuela oil-finance angle lands just as earnings week starts

JPMorgan stock: Venezuela oil-finance angle lands just as earnings week starts

New York, Jan 10, 2026, 13:29 EST — Market closed JPMorgan Chase could be among the few U.S. banks positioned to pick up business if Venezuela’s oil trade opens up, with one dormant Caracas office that could be reactivated, sources and analysts told Reuters late Friday. The bank has had a presence in the country for decades, and one internal idea floated was a trade bank to finance oil exports, one person familiar with the matter said. “JPMorgan is the best in class global bank,” Wells Fargo banking analyst Mike Mayo said. (Reuters) U.S. markets are shut on Saturday, but
10 January 2026
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Nvidia stock hits a China payment snag on H200 AI chips — what to watch before markets reopen

Nvidia stock hits a China payment snag on H200 AI chips — what to watch before markets reopen

New York, Jan 10, 2026, 12:47 ET — Market closed Nvidia (NVDA) is now requiring full upfront payment from Chinese buyers of its H200 AI chips, sources familiar with the situation said, tightening sales terms amid regulatory scrutiny over import approvals. Chinese firms have ordered more than 2 million units, each costing about $27,000, far exceeding Nvidia’s available stock of roughly 700,000 chips. The stock closed Friday down 0.1% at $184.86, fluctuating between $183.69 and $186.97 during the session. (Reuters) This is crucial since China represents a major source of demand for data-center processors that power large AI models. Changes
10 January 2026
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Global stocks hit record highs after U.S. jobs data; CPI and bank earnings up next

Global stocks hit record highs after U.S. jobs data; CPI and bank earnings up next

NEW YORK, Jan 10, 2026, 12:22 EST — Market closed Global stock markets wrapped the week on a high note Friday, with U.S. and European indexes hitting record closes. The MSCI world index also notched a fresh intraday peak, climbing 0.53% to 1,034.87. (Reuters) Rates and currencies shifted alongside stocks. The dollar index climbed 0.26% to 99.13. The U.S. two-year yield, a close Fed barometer, ticked up to 3.538%, while the 10-year slipped to 4.171%. (Reuters) Here’s the scene heading into Monday’s reopen: stocks seem to expect a smooth ride, but the schedule suggests otherwise. Inflation figures and the quarter’s
10 January 2026
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Agricultural Bank of China Class A stock (601288) slips again as China credit data looms

Agricultural Bank of China Class A stock (601288) slips again as China credit data looms

Shanghai, Jan 11, 2026, 00:48 GMT+8 — Market closed Agricultural Bank of China Ltd’s Class A shares (601288.SS) ended Friday down 0.4% at 7.41 yuan, marking a fifth straight session of declines. The stock is down 3.5% over the past five sessions and has traded between 7.36 and 7.68 yuan over the past week, with about 223 million shares changing hands on Friday, MarketScreener data showed. (MarketScreener) The timing matters. Beijing is leaning harder on credit to push demand, and the big state banks sit right in the middle of it — as lenders, as policy conduits, and as profit
10 January 2026
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ASML stock leaps 7% as TSMC revenue beat lifts chip gear names into CPI, earnings week

ASML stock leaps 7% as TSMC revenue beat lifts chip gear names into CPI, earnings week

NEW YORK, Jan 10, 2026, 10:50 EST — Market closed. ASML Holding NV (ASML.O) shares jumped 6.7% on Friday, closing at $1,273.88. The stock outpaced a flat broader market as investors braced for a busy slate of macro and chip-sector events. This shift is significant as traders return to semiconductors, boosted by new demand signals from the supply chain. Interest-rate bets, meanwhile, hang on next week’s U.S. inflation figures. The rally sharpens focus on chipmakers’ 2026 spending plans—and their timing. For ASML, this is crucial: its lifeblood comes from orders of lithography systems, the machines that print circuit patterns onto
10 January 2026
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Samsung Electronics stock clings to 139,000 won after record profit guide — what matters before Jan 29

Samsung Electronics stock clings to 139,000 won after record profit guide — what matters before Jan 29

SEOUL, Jan 11, 2026, 00:33 KST — Market closed Samsung Electronics Co., Ltd. shares closed Friday at 139,000 won, ticking up 0.1%. The company’s earnings outlook suggested a record quarterly operating profit, fueling chip sector optimism ahead of a key catalyst later this month. The numbers matter because Samsung stands at the heart of the memory-chip crunch affecting AI data centres, PCs, and phones. Traders see the latest guidance as further proof that traditional memory prices have firmed up once more, boosting near-term earnings potential despite uneven global demand. The memory boom is now spilling over into the broader electronics
10 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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