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Investment Analysis News 9 January 2026 - 10 January 2026

BHP share price rises as Rio-Glencore merger talks put mining giants back in play

BHP share price rises as Rio-Glencore merger talks put mining giants back in play

SYDNEY, Jan 10, 2026, 16:52 AEDT — Market closed BHP Group Ltd (ASX: BHP) shares ended Friday up 0.8% at A$47.72, steadying after a choppy start to the year as miners took in talk of a Rio Tinto-Glencore tie-up. (Yahoo Finance) The deal chatter matters for BHP because it goes straight to scale and copper. Rio and Glencore said they are in talks about a takeover that could create a mining group bigger than BHP, and some investors say it could force rivals to weigh their own options. (Reuters) BHP has its own near-term catalyst. It is due to publish
10 January 2026
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Rigetti (RGTI) stock dips after 108‑qubit Cepheus reset; CEO cites “tunable coupler” complexity

Rigetti (RGTI) stock dips after 108‑qubit Cepheus reset; CEO cites “tunable coupler” complexity

New York, January 9, 2026, 21:12 EST — Market closed. Shares of Rigetti Computing dropped 2.1% on Friday, closing at $24.72. The company announced a revised timeline for its 108-qubit quantum system, Cepheus-1-108Q, now targeting general availability by the end of Q1 2026. https://www.investing.com/equities/rigetti-computing-inc-historical-data https://www.globenewswire.com/news-release/2026/01/09/3216043/0/en/Rigetti-Computing-Provides-Update-on-108-Qubit-System.html Timing is crucial since quantum stocks often hinge on technical milestones and delivery timelines just as much as actual revenue. Even minor schedule tweaks can reshape how traders assess near-term commercialization prospects. One key metric investors focus on is two-qubit gate fidelity, which gauges how reliably a quantum device executes a fundamental operation. The spotlight
10 January 2026
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DoorDash (DASH) stock slides 3.8% — what to watch before Feb. 18 earnings

DoorDash (DASH) stock slides 3.8% — what to watch before Feb. 18 earnings

NEW YORK, Jan 9, 2026, 9:07 PM EST — Market closed DoorDash Inc (DASH.O) shares fell 3.8% on Friday to $215.56. The Nasdaq Composite rose 0.8%, but delivery peers Uber (UBER.N) and Instacart-parent Maplebear (CART.O) also ended lower. DoorDash traded between $212.51 and $224.80 and is about 25% below its 52-week high of $285.50. (MarketWatch) With markets set to reopen Monday, investors are turning to a run of inflation and spending data that can reset expectations for consumer-demand stocks. The Labor Department’s Consumer Price Index (CPI) for December — a key inflation gauge — is due Jan. 13, followed by
10 January 2026
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Kenvue stock: Options memo spotlights Jan. 29 vote on Kimberly-Clark deal

Kenvue stock: Options memo spotlights Jan. 29 vote on Kimberly-Clark deal

New York, January 9, 2026, 21:05 EST — Market closed. The Options Clearing Corporation on Friday announced a planned adjustment for Kenvue Inc. options before the Jan. 29 shareholder vote on the company’s proposed merger with Kimberly-Clark. Kenvue shares last changed hands at $16.83, slipping roughly 1% after U.S. markets closed. (InfoMemo) Why it matters now: Kenvue (KVUE) has become a merger-arbitrage play, with investors valuing the stock based on the offer price and the likelihood the deal goes through. The OCC memo dives into that trade but also clarifies what options contracts would actually deliver if the merger closes
10 January 2026
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Valero Energy (VLO) stock slides as Venezuela oil moves and analyst targets reset ahead of earnings

Valero Energy (VLO) stock slides as Venezuela oil moves and analyst targets reset ahead of earnings

NEW YORK, Jan 9, 2026, 20:45 EST — Market closed. Valero Energy Corp shares fell 3.2% on Friday as investors weighed fresh analyst tweaks and fast-moving Venezuela headlines that could reshape heavy crude flows. The stock last traded down $6.04 at $185.28, after swinging between $182.70 and $194.50. The move matters because refinery earnings can turn quickly when feedstock costs or fuel prices shift. A key yardstick is the crack spread — the gap between crude costs and the value of products such as gasoline and diesel — and it has become the market’s shorthand for whether a refiner is
10 January 2026
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Adobe stock slides on BMO downgrade: “no clear catalyst” and competition in focus

Adobe stock slides on BMO downgrade: “no clear catalyst” and competition in focus

New York, January 9, 2026, 20:54 EST — Market closed Adobe shares ended down 1.5% at $333.95 on Friday, after trading between $328.00 and $340.44, following a downgrade by BMO Capital Markets. The broker cut the Photoshop maker to Market Perform from Outperform and lowered its price target to $375 from $400, saying its latest Creative Cloud survey showed competition rising among students, freelancers and smaller businesses. “We do not envision a clear catalyst for the stock,” BMO analyst Keith Bachman wrote, flagging risks to pricing power and high-end seat growth. (Investing.com) The call lands at an awkward moment for
10 January 2026
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P&G stock in focus after Crest toothpaste label change — what to watch before Jan. 22 earnings

P&G stock in focus after Crest toothpaste label change — what to watch before Jan. 22 earnings

NEW YORK, Jan 9, 2026, 20:06 EST — Market closed Procter & Gamble is changing the packaging and marketing for its Kid’s Crest toothpaste after Texas Attorney General Ken Paxton said label artwork encouraged unsafe fluoride use by children. Paxton said the rollout began on Jan. 1 and the company must keep the changes in place for five years. P&G said it was “fully committed to delivering safe, reliable products” and would ensure the artwork reflects recommended dosing levels for children, while Colgate-Palmolive reached a similar agreement in September. (Reuters) Why this matters now is less about one toothpaste box
10 January 2026
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Salesforce stock slips after-hours as Spring ’26 AI agent push lands — what to watch next

Salesforce stock slips after-hours as Spring ’26 AI agent push lands — what to watch next

New York, January 9, 2026, 19:31 EST — After-hours Salesforce (CRM) shares slipped about 0.2% in after-hours trading on Friday after the company laid out its Spring ’26 product release, a set of updates aimed at pushing “AI agents” deeper into sales and service work. Salesforce said the rollout starts Feb. 23 and adds tools such as an AI-led “Sales Workspace” and “Proactive Service.” (Salesforce) The timing matters because big software names are being asked a simple question early in 2026: can they turn all the AI talk into checks. Investors have been quick to punish anything that looks like
10 January 2026
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Nike stock rises after RTFKT sale, but Needham downgrade warns turnaround could drag

Nike stock rises after RTFKT sale, but Needham downgrade warns turnaround could drag

NEW YORK, Jan 9, 2026, 19:35 (EST) — After-hours Nike shares rose 1% on Friday to close at $65.92, as investors looked past a fresh analyst downgrade and a round of headlines around the company’s cleanup effort. The stock was little changed in extended trade. Needham downgraded Nike to “hold” from “buy” on Thursday, saying the turnaround is moving more slowly than expected. The firm flagged “sell-in” — shipments into retailers — and said heavier product flows into North American wholesale could bring “near-term challenges” if “brand heat” does not keep up; it also warned that China and Converse look
10 January 2026
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Spotify stock dips after broker target cuts — what to watch before SPOT earnings

Spotify stock dips after broker target cuts — what to watch before SPOT earnings

New York, January 9, 2026, 18:19 EST — After-hours Shares of Spotify Technology S.A. dropped 2.6% on Friday as several brokerages cut their price targets for the music streaming company. The stock closed at $539.37, having dipped to a session low of $536.11. Over the last 52 weeks, Spotify’s shares have ranged from $451.43 to $785.00. Target’s cuts come at a sensitive time for the story. Investors are looking for proof that Spotify can raise prices and grow ad revenue without triggering higher subscriber churn. The company has been ramping up its focus on podcasts and video, where engagement rates
10 January 2026
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Eli Lilly stock drops 2% as Zepbound arthritis data and Ventyx deal sink in

Eli Lilly stock drops 2% as Zepbound arthritis data and Ventyx deal sink in

New York, Jan 9, 2026, 17:30 EST — After-hours Eli Lilly and Co shares fell nearly 2% on Friday, closing at $1,063.56, after swinging between about $1,063 and $1,104 in the session. The stock was little changed after hours. The pullback comes as the drugmaker’s stock cools off from a fresh 52-week high set on Thursday, with traders quick to lock in gains after a fast run. The broader market rose on the day, but Lilly logged a second straight decline and ended the session about 6% below that recent peak. (MarketWatch) The latest company catalyst landed late Thursday, when
9 January 2026
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Palantir stock ticks higher after hours as jobs data cools and Feb. 2 earnings loom

Palantir stock ticks higher after hours as jobs data cools and Feb. 2 earnings loom

New York, Jan 9, 2026, 16:32 (EST) — After hours Palantir Technologies Inc (PLTR) shares added 0.3% to $177.49 in after-hours trading on Friday, a thinner session after the 4 p.m. close. Roughly 31.2 million shares traded in the regular session. The stock’s late move came as Wall Street worked through a softer U.S. jobs report that still looked solid enough to keep the Federal Reserve on hold. Payrolls rose by 50,000 in December, undershooting forecasts for 60,000, while the jobless rate eased to 4.4%; the S&P 500 gained 0.8% and the Nasdaq added 0.9%. “Payrolls were a little bit
9 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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