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Investment Analysis News 1 January 2026 - 2 January 2026

Transocean stock hovers near $4 after oil’s 2025 slide; OPEC+ meeting looms

Transocean stock hovers near $4 after oil’s 2025 slide; OPEC+ meeting looms

NEW YORK, January 1, 2026, 20:47 ET — Market closed Transocean Ltd. shares (RIG) finished the final U.S. trading session of 2025 unchanged at $4.13, as Wall Street took a breather ahead of the New Year’s Day market holiday. The stock’s recent range was $4.11 to $4.21 on about 23 million shares. The flat close matters because Transocean is an offshore drilling contractor, and its customers’ spending plans typically move with oil prices and confidence in longer-term demand. When crude prices weaken, investors tend to reassess how quickly oil companies will sanction new deepwater projects. That reassessment is front-and-center now
2 January 2026
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QBTS stock pauses into 2026 as D-Wave heads for CES showcase and analysts flag upside

QBTS stock pauses into 2026 as D-Wave heads for CES showcase and analysts flag upside

NEW YORK, January 1, 2026, 19:43 ET — Market closed. D-Wave Quantum Inc. shares (QBTS) last closed down 0.4% at $26.15 on Wednesday, with U.S. stock markets closed on Thursday for New Year’s Day. (Nasdaq holiday schedule) The pause leaves investors in the volatile quantum-computing pocket of the market looking for the next catalyst as 2026 gets underway, with near-term events likely to drive sentiment in the absence of fresh company filings or earnings. D-Wave said it will participate in CES 2026 as a sponsor of the CES Foundry event in Las Vegas on Jan. 7-8. (D-Wave press release) “Showcasing
2 January 2026
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Intel stock price today: INTC slips into New Year holiday as Nvidia stake, earnings loom

Intel stock price today: INTC slips into New Year holiday as Nvidia stake, earnings loom

NEW YORK, January 1, 2026, 19:32 ET — Market closed. Intel shares ended the last U.S. session down 1.1% at $36.90, as Wall Street slipped in the final trading day of 2025. U.S. markets were closed on Thursday for New Year’s Day and reopen on Friday, Jan. 2. StockAnalysis The pullback matters because Intel heads into 2026 after a sharp rebound that has raised expectations for its turnaround. Intel rose about 84% in 2025, MarketWatch data showed. MarketWatch Investors have also kept a close watch on fresh capital moving into the company after Nvidia disclosed a $5 billion purchase of
2 January 2026
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Pan American Silver stock slips into 2026 as bullion cools; Galleon financing in focus

Pan American Silver stock slips into 2026 as bullion cools; Galleon financing in focus

NEW YORK, January 1, 2026, 19:15 ET — Market closed Pan American Silver Corp (NYSE: PAAS) shares last closed down about 1.7% at $51.81 on Dec. 31, trimming gains into year-end after a sharp run-up for precious metals. Yahoo Finance The pullback matters because 2026 is starting with bullion prices still near record territory, and silver miners tend to magnify swings in the underlying metal as investors reset risk. Pan American’s revenue is closely tied to silver and gold prices, leaving the stock sensitive to shifts in macro expectations. Investors are also focusing on miners’ capital allocation after a record
2 January 2026
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Oracle stock forecast 2026: AI spending scrutiny and new cloud challengers put ORCL in focus

Oracle stock forecast 2026: AI spending scrutiny and new cloud challengers put ORCL in focus

NEW YORK, January 1, 2026, 18:05 ET Brookfield is starting its own cloud business to lease chips inside data centers directly to artificial-intelligence developers, The Information reported on Wednesday. The venture is tied to a new $10 billion AI fund and a cloud unit called Radiant, the report said. Brookfield did not immediately respond to a request for comment. Reuters Investors are entering 2026 with artificial intelligence (AI) spending and corporate profits in focus, as strategists weigh whether U.S. equities can extend a multiyear rally. “If companies start to pull back on the capex…you’re probably looking at more of a
2 January 2026
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Nike stock forecast 2026: CEO’s $1 million buy lifts NKE, but Wall Street targets show a split view

Nike stock forecast 2026: CEO’s $1 million buy lifts NKE, but Wall Street targets show a split view

NEW YORK, January 1, 2026, 17:58 ET Nike shares rose 4% in the final session of 2025 after CEO Elliott Hill disclosed he bought about $1 million worth of stock, offering investors a fresh signal of confidence as the sportswear maker heads into 2026 under scrutiny for a turnaround. Reuters The timing matters. Nike enters the new year with investors looking for evidence that its reset can revive demand without further squeezing profitability, especially as costs and promotions remain a drag. Analysts’ 2026 outlooks also diverge. Bulls point to the scope for a rebound if Nike stabilizes margins and inventory, while
2 January 2026
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Rigetti (RGTI) stock dips into 2026 as quantum names cool — what traders watch next

Rigetti (RGTI) stock dips into 2026 as quantum names cool — what traders watch next

NEW YORK, January 1, 2026, 5:33 PM ET — Market closed. Rigetti Computing shares fell 1.2% on Wednesday, the final trading day of 2025, closing at $22.15. The stock was last up about 0.6% in after-hours trading at $22.28, market data showed, as U.S. exchanges stayed closed on Thursday for New Year’s Day. MarketWatch The move matters because Rigetti has become a bellwether for “pure-play” quantum computing stocks — smaller companies whose main business is quantum hardware and services — where liquidity can be thin and sentiment can flip quickly around year-end. That dynamic can amplify routine flows such as
1 January 2026
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TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

NEW YORK, January 1, 2026, 17:23 ET Taiwan Semiconductor Manufacturing Co said the U.S. Department of Commerce granted its Nanjing unit an annual export licence that allows U.S. export-controlled items to be supplied without the need for individual vendor licences. The approval replaces a waiver known as validated end-user status — which let designated plants receive some controlled items with fewer approvals — that expired on Dec. 31, and Samsung Electronics and SK Hynix have received similar licences. TSMC said the Nanjing fab makes 16-nanometre and other mature-node chips and generated about 2.4% of the company’s 2024 revenue. Reuters The
1 January 2026
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Meta stock forecast 2026: New scam-ad “playbook” scrutiny collides with a bigger AI spend plan

Meta stock forecast 2026: New scam-ad “playbook” scrutiny collides with a bigger AI spend plan

NEW YORK, January 1, 2026, 17:13 ET Meta Platforms is heading into 2026 with fresh questions over how it polices scam advertising, after internal documents reviewed by Reuters showed the company developed a “playbook” to stall regulators. Reuters That matters now because Meta’s stock outlook for 2026 rests on two linked forces: how much cash it can keep generating from ads, and how much it must spend — or be forced to spend — to keep regulators and users onside. The debate has sharpened as investors also press Big Tech to show that heavy artificial-intelligence spending translates into revenue and
1 January 2026
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Tesla stock forecast 2026: Baird sticks with $548 target as robotaxi milestones loom

Tesla stock forecast 2026: Baird sticks with $548 target as robotaxi milestones loom

NEW YORK, January 1, 2026, 17:23 ET Baird maintained a $548 price target on Tesla (TSLA.O) heading into 2026 and said robotaxi-related updates are likely to be the year’s key stock drivers. Analyst Ben Kallo said his team wants to “own TSLA into the new year,” pointing to potential announcements on robotaxi service, approvals in China and the European Union, and updates on Optimus and the Tesla Semi. Baird said its target is tied to long-dated EBITDA — earnings before interest, taxes, depreciation and amortization — discounted back to year-end 2026. Investing.com The call lands as Tesla has taken the
1 January 2026
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American Express stock today: AXP slips into New Year’s market holiday as earnings loom

American Express stock today: AXP slips into New Year’s market holiday as earnings loom

NEW YORK, January 1, 2026, 17:12 ET — Market closed American Express shares ended the year’s final session down about 0.9% at $369.95, as U.S. markets shut on Thursday for the New Year’s Day holiday. Reuters The move matters because the year-end pullback leaves AXP entering 2026 with positioning thin and catalysts clustered in January, including key economic data and the company’s next results. The holiday break can amplify price swings when trading resumes. Reuters+2Bureau of Labor Statistics+2 American Express is watched as a read-through on higher-income consumer spending and travel demand, while rate expectations shape the outlook for credit
1 January 2026
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Alphabet stock forecast for 2026: Wall Street lifts targets to $385 as AI search meets a spending test

Alphabet stock forecast for 2026: Wall Street lifts targets to $385 as AI search meets a spending test

NEW YORK, January 1, 2026, 16:51 ET Citizens Financial Group analyst Andrew Boone lifted his 12-month price target — an estimate of where a stock could trade — on Alphabet to $385, implying about 22% upside from Tuesday’s close. “We view AI search as a tailwind near term for query growth,” Boone wrote in a research note. TD Cowen’s John Blackledge and Evercore ISI’s Mark Mahaney also carry bullish ratings, with price targets of $350 and $325, respectively, Barron’s reported. Barron’s The new calls land as Alphabet heads into 2026 after a roughly 65% jump in 2025, a major driver
1 January 2026
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Stock Market Today

CapitaLand Investment share price jumps as CapitaLand REIT payouts roll in — what’s next for 9CI

CapitaLand Investment share price jumps as CapitaLand REIT payouts roll in — what’s next for 9CI

7 February 2026
CapitaLand Investment shares rose 1.3% to S$3.12 on Friday, bucking a 0.8% drop in Singapore’s benchmark index. CapitaLand Integrated Commercial Trust reported a 16.4% jump in second-half distributable income, while CapitaLand Ascendas REIT posted a 1.4% full-year rise. CapitaLand China Trust saw full-year DPU fall to 4.82 cents amid weaker yuan and occupancy. CLI reports FY2025 results on Feb. 11.
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