Today: 7 February 2026
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Investment Analysis News 1 January 2026 - 2 January 2026

Amazon stock slips today in premarket as Brookfield cloud push keeps AI spending under scrutiny

Amazon stock slips today in premarket as Brookfield cloud push keeps AI spending under scrutiny

NEW YORK, January 2, 2026, 05:23 ET — Premarket Amazon.com shares slipped 0.7% in premarket trading on Friday, the first U.S. trading day of 2026 after markets were shut for the New Year holiday. The stock was at $230.82, versus its last close of $232.51. The early dip matters because Amazon sits at the center of two themes investors have leaned on — cloud computing and artificial intelligence — while they also scrutinize how much cash the industry is pouring into data centers. That focus sharpened after The Information reported Brookfield is launching a cloud business, Radiant, to lease chips
2 January 2026
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Broadcom stock slips into 2026 premarket as AI margins stay in the spotlight

Broadcom stock slips into 2026 premarket as AI margins stay in the spotlight

NEW YORK, January 2, 2026, 04:30 ET — Premarket Broadcom Inc shares were last down 1.1% at $346.10, after closing out 2025 about 16.5% below their 52-week high. The stock, which gained about 49% in 2025, is one of the market’s biggest AI infrastructure bellwethers. The move matters because Broadcom sits at the intersection of two trades investors have leaned on: AI hardware and recurring software. The company sells networking chips and custom processors built to order for large customers, while its VMware business ties it to enterprise software budgets. With U.S. markets reopening after the New Year holiday, traders
2 January 2026
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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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Stock Market Today

Lloyds share price steadies after buyback update and BoE rate jitters — what to watch next week

7 February 2026
LONDON, February 7, 2026, 08:48 GMT — Market closed Lloyds Banking Group shares finished Friday higher after the lender flagged another round of share buybacks, helping to steady the stock at the end of a volatile two-day swing driven by shifting expectations for UK interest rates. With London markets closed for the weekend, the focus moves to Monday’s open and whether rate-cut pricing keeps easing pressure on bank earnings. Lloyds is a UK-focused lender, and investors tend to treat it as a clean play on domestic growth, mortgages and the direction of Bank Rate. That makes the stock quick to
Vodafone shares steady up after Q3 wobble — Germany, buyback and next results now set the tone

Vodafone shares steady up after Q3 wobble — Germany, buyback and next results now set the tone

7 February 2026
Vodafone shares rose 1.47% to 110.60p Friday, recovering part of Thursday’s 4.68% drop after a Q3 update. Group revenue climbed 6.5% to €10.5 billion, but Germany’s 0.7% service revenue growth missed some forecasts. Vodafone launched a new €500 million buyback tranche, bringing total buybacks since May to €3.5 billion. Investors remain focused on Germany’s pace and cash flow execution.
NatWest Group stock: buyback filing and Rightmove mortgage deal set up a busy week

NatWest Group stock: buyback filing and Rightmove mortgage deal set up a busy week

7 February 2026
NatWest shares closed up 1.45% at 659.4 pence Friday, buoyed by a buyback of 797,428 shares and a new digital mortgage deal with Rightmove. The Bank of England held rates at 3.75% but signaled possible cuts, with markets pricing in two reductions for 2026. NatWest plans to expand its Accelerator community to 50,000 members by 2026. Annual results are due Feb. 13.
Unilever share price holds at 5,250p as results week looms — what investors watch next

Unilever share price holds at 5,250p as results week looms — what investors watch next

7 February 2026
Unilever shares closed flat at 5,250p in London Friday, underperforming the FTSE 100’s 0.6% gain. The company issued 4.2 million new shares for employee plans, bringing total shares to over 2.18 billion. Investors await Q4 and full-year results on Feb. 12, with analyst consensus pointing to 3.9% Q4 sales growth. Unilever’s U.S. ADR rose 0.8% to $72.12.
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