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Investment Analysis News 8 January 2026 - 9 January 2026

Datadog stock steadies in premarket after 7.6% slide as Truist cuts target to $140

Datadog stock steadies in premarket after 7.6% slide as Truist cuts target to $140

NEW YORK, Jan 9, 2026, 07:00 (EST) — Premarket Datadog (DDOG.O) shares were up 0.7% in premarket trading on Friday at $131.60, after sliding 7.6% to $130.68 at Thursday’s close. (MarketBeat) The timing is awkward for high-growth software. Investors are bracing for the U.S. jobs report and a Supreme Court ruling on the legality of President Donald Trump’s tariffs, both of which could jolt rate bets and broader risk appetite. (reuters.com) Analysts have started to reset the yardsticks. Truist analyst Miller Jump cut his price target on Datadog to $140 from $195 and kept a Hold rating, saying a “clear
9 January 2026
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Oscar Health stock steadies premarket after ACA subsidies vote; UBS lifts rating

Oscar Health stock steadies premarket after ACA subsidies vote; UBS lifts rating

New York, Jan 9, 2026, 05:47 EST — Premarket Oscar Health shares were flat at $16.90 in premarket trading on Friday, after rising 2.6% in the prior session, as investors weighed a U.S. House vote to restore expired Affordable Care Act subsidies and fresh analyst commentary. (Investing.com) The subsidies, a form of tax credit that lowers monthly premiums for many people who buy coverage through the ACA marketplaces, are a live wire for insurers like Oscar that sell heavily on the exchanges. They lapsed at the end of 2025, and the sticker shock is already showing up in what consumers
9 January 2026
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Northern Star Resources stock edges up after ASX query response keeps costs in focus

Northern Star Resources stock edges up after ASX query response keeps costs in focus

Sydney, January 9, 2026, 17:07 AEDT — Market closed Northern Star Resources Ltd (NST.AX) shares rose 0.5% on Friday to end at A$24.72, after the gold miner said it still cannot quantify how much a softer December quarter will lift its annual costs. The stock traded between A$24.54 and A$25.35, with a 52-week range of A$15.30 to A$27.99. Investing.com The move came in a flat market, with the benchmark S&P/ASX 200 edging down three points to 8,716 on the close. Northern Star’s issue is more specific: investors are still trying to pin down what the production downgrade means for costs
9 January 2026
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D-Wave Quantum stock slips as $550 million Quantum Circuits deal puts dilution in focus

D-Wave Quantum stock slips as $550 million Quantum Circuits deal puts dilution in focus

NEW YORK, Jan 8, 2026, 21:16 EST — Trading ended for the session. D-Wave Quantum Inc. (NYSE: QBTS) shares dropped 3.1% on Thursday, continuing declines following its announcement to acquire competitor Quantum Circuits in a cash-and-stock transaction. The stock fluctuated between $28.66 and $30.44, with roughly 38.7 million shares traded. The acquisition signals a shift to “gate-model” quantum computers, which execute general-purpose quantum algorithms. D-Wave had previously concentrated on quantum annealing, a technique focused on optimization tasks like scheduling. The transaction also places D-Wave in a more competitive field, competing with better-funded rivals and specialized firms for clients and reputation.
9 January 2026
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Lumentum stock drops 11% after a wild reversal, even as Needham lifts its target to $470

Lumentum stock drops 11% after a wild reversal, even as Needham lifts its target to $470

New York, January 8, 2026, 7:19 PM EST — After-hours Lumentum Holdings Inc. shares fell 11.3% to $348.26 in after-hours trading on Thursday, after opening near $394 and briefly pushing to $399.88 before sliding as low as $343.41. The late-day drop matters because Lumentum has become a high-beta proxy for spending on artificial intelligence infrastructure, where investors have started to press for payback, not just growth. “While AI is still hot, there are going to be winners and losers,” said Art Hogan, chief market strategist at B. Riley Wealth, after the Nasdaq ended lower even as the Dow rose. Reuters
9 January 2026
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AMD stock slips after-hours as CES AI chip pitch meets “show me” market mood

AMD stock slips after-hours as CES AI chip pitch meets “show me” market mood

NEW YORK, Jan 8, 2026, 16:41 EST — After-hours Advanced Micro Devices (AMD.O) shares were down 2.5% at $204.68 in after-hours trading on Thursday, after swinging between $203.35 and $211.51 in the session. The late dip matters because AMD is heading into its next earnings report with investors still trying to price how quickly its new AI (artificial intelligence) hardware turns into shipped systems and recurring orders. The stock’s slide also puts a round-number $200 level back on screens for short-term traders. Wall Street’s tone did not help. U.S. stocks ended mixed, with technology shares sliding as investors picked through
8 January 2026
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Viavi Solutions (VIAV) stock slides 8% as it unveils Verizon-linked AR tool — what’s next

Viavi Solutions (VIAV) stock slides 8% as it unveils Verizon-linked AR tool — what’s next

NEW YORK, Jan 8, 2026, 15:08 EST — Regular session Viavi Solutions Inc shares fell about 8% to $17.03 in afternoon trading on Thursday, after touching a session low of $16.98. About 3.0 million shares had changed hands by 3:08 p.m. EST. The drop came amid a broader pullback in U.S. technology stocks that pushed the S&P 500 and Nasdaq lower, with investors weighing fresh labor-market data and looking ahead to Friday’s U.S. nonfarm payrolls report. Reuters Earlier on Thursday, the company said it had integrated RF Viewer — an augmented reality tool that overlays data on a live video
8 January 2026
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Arcus Biosciences (NYSE:RCUS) stock slides on Morgan Stanley downgrade as casdatifan 2026 timeline sharpens

Arcus Biosciences (NYSE:RCUS) stock slides on Morgan Stanley downgrade as casdatifan 2026 timeline sharpens

New York, January 8, 2026, 14:40 EST — Regular session Arcus Biosciences (RCUS) shares slid 9.3% to $21.05 in afternoon trading on Thursday, after earlier touching $22.70. The stock hit a session low of $21.02. Morgan Stanley cut its rating on Arcus to “equal weight” from “overweight” and trimmed its price target to $20 from $23, Investing.com reported, calling the risk-reward more balanced after a strong 2025 run. The Nasdaq Biotechnology Index was down about 2.8%. Investing.com Arcus laid out its 2026 playbook late Wednesday, keeping casdatifan — which it has billed as a potential best-in-class HIF-2a inhibitor, a protein
8 January 2026
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Dell (DELL) stock slips after CES “AI PC” reality check; here’s what traders watch next

Dell (DELL) stock slips after CES “AI PC” reality check; here’s what traders watch next

New York, January 8, 2026, 14:39 EST — Regular session Dell Technologies Inc (NYSE: DELL) shares fell 1.3% to $118.46 on Thursday afternoon after dipping as low as $114.79, a slide of about 4.4% at the session trough. The tech-heavy Invesco QQQ ETF was down about 0.8%, while PC rival HP Inc rose about 3.2%. The moves matter now because the PC industry has leaned on “AI PCs” — laptops with neural processing units (NPUs) meant to handle some AI tasks on the device — to spark a new upgrade cycle. Investors have also started to separate AI winners from
8 January 2026
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Hycroft Mining stock drops nearly 13% as HYMC gives back a chunk of its latest run

Hycroft Mining stock drops nearly 13% as HYMC gives back a chunk of its latest run

New York, Jan 8, 2026, 14:30 EST — Regular session Hycroft Mining Holding Corporation shares slid $3.83, or 12.9%, to $25.91 in afternoon trading on Thursday. The stock earlier touched $29.70, before hitting a session low of $25.91. The move matters because Hycroft has become a high-beta trade, where financing headlines and project timelines can whip the stock around fast. In a December 15 filing, the company said it had released initial drill results from its 2025–2026 exploration program, keeping attention on what comes next. SEC Hycroft is not currently mining. It discontinued mining operations in November 2021 and has
8 January 2026
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SoFi stock rises as Wall Street debates dilution ahead of Jan. 30 earnings

SoFi stock rises as Wall Street debates dilution ahead of Jan. 30 earnings

NEW YORK, Jan 8, 2026, 13:53 EST — Regular session SoFi Technologies (SOFI) shares rose 2.5% to $27.68 in early afternoon trading on Thursday. The stock has ranged from $26.59 to $28.05, with about 35 million shares traded. The move comes as SoFi heads toward its fourth-quarter and full-year 2025 report, a key checkpoint after a recent stock sale. The company said it plans to post results at about 7 a.m. Eastern on Jan. 30 and host a conference call at 8 a.m. SoFi Technologies Bank of America analyst Mihir Bhatia resumed coverage this week with an underperform rating —
8 January 2026
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CoreWeave stock rises as Wells Fargo trims target and insiders signal sales

CoreWeave stock rises as Wells Fargo trims target and insiders signal sales

NEW YORK, Jan 8, 2026, 13:07 EST — Regular session CoreWeave shares rose 1.6% to $78.43 on Thursday, after Wells Fargo cut its price target on the AI cloud firm while keeping a buy-equivalent rating. The stock ranged between $76.03 and $79.92. Futu News The calls land at a moment when investors are trying to pin down what “AI infrastructure” is worth once you strip out the excitement and look at debt, buildout timing and cash needs. CoreWeave’s shares have swung sharply in recent months, including after the company previously warned of revenue pressure tied to delays in bringing data
8 January 2026
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:27 AM EST Dollar Dips as Stocks Rally and US Data Influences Fed Rate Expectations February 7, 2026, 12:18 AM EST. The **dollar index** fell 0.17%, pressured by a rebound in equity markets reducing demand for the safe-haven currency. Weaker-than-expected U.S. labor market data raised the odds of a Fed rate cut to 18% for March, though consumer sentiment improved to a six-month high, limiting losses. Hawkish comments from Atlanta Fed's Raphael Bostic emphasized maintaining restrictive monetary policy. The dollar faces medium-term weakness amid expectations for rate cuts
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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