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Investment Analysis News 31 December 2025 - 1 January 2026

ASML stock today: China’s 50% domestic-equipment rule in focus ahead of Jan. 28 results

ASML stock today: China’s 50% domestic-equipment rule in focus ahead of Jan. 28 results

NEW YORK, January 1, 2026, 04:21 ET — Market closed • ASML’s U.S.-listed shares ended the last session of 2025 down 0.25% at $1,069.86.• A Reuters report on China’s push for more homegrown chip tools kept pressure on equipment names.• Investors are now looking to ASML’s late-January results for demand signals and 2026 guidance. ASML Holding N.V.’s U.S.-listed shares closed down 0.25% at $1,069.86 on Wednesday, capping the final trading day of 2025 on a soft note for chip-related stocks. The muted move comes as investors weigh fresh policy risk out of China against expectations that spending on advanced chips
1 January 2026
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Corcept Therapeutics stock tanks 50% after FDA relacorilant setback — what’s next for CORT

Corcept Therapeutics stock tanks 50% after FDA relacorilant setback — what’s next for CORT

NEW YORK, January 1, 2026, 04:13 ET — Market closed Corcept Therapeutics Incorporated shares last closed down 50.4% at $34.80 on Wednesday. Yahoo Finance The selloff followed news that the U.S. drug regulator will not approve relacorilant in its current form for an expanded use tied to a rare hormonal disorder. The decision matters now because relacorilant was the company’s near-term bid to broaden its cortisol-modulation franchise beyond its existing product line, and investors had been bracing for a pivotal regulatory readout into year-end. A setback at the FDA can reset timelines and raise costs, forcing Wall Street to reprice
1 January 2026
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Marvell (MRVL) stock drops 2% into year-end close as chip trade cools — what’s next

Marvell (MRVL) stock drops 2% into year-end close as chip trade cools — what’s next

NEW YORK, December 31, 2025, 21:09 ET — Market closed Marvell Technology (MRVL.O) fell $1.78, or about 2.1%, to $84.98 on Wednesday. Trading volume was about 7.2 million shares. The decline came as Wall Street ended 2025’s final session lower in holiday-thin trade, with the Nasdaq down 0.76% and the S&P 500 off 0.74%, Reuters reported. “It’s perfectly fine in any bull market to have moments of cost,” said Giuseppe Sette, co-founder and president of Reflexivity, pointing to profit-taking when liquidity was low. Reuters The year-end drift matters because the market’s gains have been driven by the artificial intelligence trade,
1 January 2026
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IonQ stock ends lower as quantum names cool into the New Year — what’s next for IONQ

IonQ stock ends lower as quantum names cool into the New Year — what’s next for IONQ

NEW YORK, December 31, 2025, 20:15 ET — Market closed IonQ Inc shares fell 0.9% to $44.87 at Wednesday’s close, after hitting a session low of $44.68 and a high of $46.42. Quantum-computing peers Rigetti Computing, D-Wave Quantum and Quantum Computing Inc also ended lower, and about 11.4 million IonQ shares changed hands. The group has traded like a high-beta corner of tech, where sentiment shifts can move prices quickly even without major earnings catalysts. For many investors, customer wins and system-delivery milestones remain the clearest near-term signals of demand. IonQ’s latest headline was a South Korea delivery agreement as
1 January 2026
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Chevron stock (CVX) ends 2025 near flat as oil posts steep annual drop; Venezuela sanctions, Kazakhstan export hiccups in focus

Chevron stock (CVX) ends 2025 near flat as oil posts steep annual drop; Venezuela sanctions, Kazakhstan export hiccups in focus

NEW YORK, December 31, 2025, 20:08 ET — Market closed. Chevron Corp (CVX) shares edged up 0.1% to $152.41 on Wednesday, trading between $151.67 and $152.55 on volume of about 3.2 million shares. Yahoo Finance That quiet finish capped a year-end stretch in which energy stocks have taken their cues from crude benchmarks, as investors reset 2026 profit and cash-return expectations for the oil majors. Politics and logistics stayed in the mix. The U.S. Treasury sanctioned four companies it said were operating in Venezuela’s oil sector and four vessels on Wednesday, as President Donald Trump’s administration steps up pressure on
1 January 2026
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CrowdStrike stock (CRWD) slips after hours as CEO pay filing and Wedbush’s $600 target hit year-end tape

CrowdStrike stock (CRWD) slips after hours as CEO pay filing and Wedbush’s $600 target hit year-end tape

NEW YORK, December 31, 2025, 19:42 ET — After-hours CrowdStrike Holdings shares slipped about 1.5% in after-hours trading on Wednesday, leaving the cybersecurity firm at $468.76. The move capped a soft finish for U.S. equities as investors closed the books on 2025, a year fueled by euphoria around AI-focused stocks, Reuters reported. Reuters CrowdStrike drew fresh attention this week after it filed an 8-K describing a new, long-term performance stock unit award for CEO George Kurtz, according to the Securities and Exchange Commission filing. SEC Performance stock units are equity awards that pay out only if targets are met. CrowdStrike
1 January 2026
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Super Micro (SMCI) stock slips into year-end after SEC filing flags operations shake-up

Super Micro (SMCI) stock slips into year-end after SEC filing flags operations shake-up

NEW YORK, December 31, 2025, 18:49 ET — After-hours Super Micro Computer shares slid on Wednesday in thin year-end trading, as investors weighed a leadership change disclosed in a regulatory filing and a broader pullback in technology stocks. The move matters because Super Micro’s valuation has remained tightly tied to confidence in execution — shipping high-end server systems on time while managing margins in a competitive AI hardware market. It also lands as the company closes its fiscal second quarter on Dec. 31, setting up a fresh read on demand and delivery cadence when it next updates investors. Super Micro
1 January 2026
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Eli Lilly stock dips after hours as Jardiance, Mounjaro price-cut headlines land into 2026

Eli Lilly stock dips after hours as Jardiance, Mounjaro price-cut headlines land into 2026

NEW YORK, December 31, 2025, 17:16 ET — After-hours Eli Lilly and Co (LLY) shares slipped in after-hours trading on Wednesday. The stock was down about 0.5% at $1,074.68, after trading between $1,074.39 and $1,083.25 during the day on roughly 1.5 million shares. Drug pricing has moved back to the center of the investment case for large-cap pharmaceuticals as Washington pushes for lower costs and companies adjust prices in overseas growth markets. For Lilly, price assumptions matter because investors have priced in years of strong growth from its GLP‑1 franchise, a hormone-based drug class used for diabetes and weight loss.
31 December 2025
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Nvidia stock today: NVDA slips late after report flags surge in China H200 orders and TSMC talks

Nvidia stock today: NVDA slips late after report flags surge in China H200 orders and TSMC talks

NEW YORK, December 31, 2025, 4:11 PM ET — After-hours Nvidia shares edged lower on Wednesday after a Reuters report said the chipmaker has approached Taiwan Semiconductor Manufacturing Co to boost production of its H200 artificial intelligence chips to meet resurgent demand from China. The stock was down 79.5 cents, or 0.4%, at $186.75 in late trade. Reuters The report matters because China has been a swing market for Nvidia’s data-center chips, and any shift in export rules can quickly reshape demand and supply. It also underscored how tight the global pipeline remains for top-end AI processors as cloud and
31 December 2025
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GE Aerospace stock slips today in thin year-end trade as investors eye Jan. 22 results

GE Aerospace stock slips today in thin year-end trade as investors eye Jan. 22 results

NEW YORK, December 31, 2025, 15:47 ET — Regular session Shares of GE Aerospace fell on Wednesday, tracking a softer tape in the final U.S. trading session of 2025. The stock was down about 0.7% at $309.50 in late-afternoon trade. The pullback matters because year-end trading can magnify moves as many investors step back ahead of the holiday. “I do not expect that the last few days will have so much bearing on the performance of the next year,” said Giuseppe Sette, co-founder and president of Reflexivity. Reuters GE’s shares are still up about 86% so far in 2025, based
31 December 2025
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Oklo stock slips today after SEC filings show insiders moved 15 million OKLO shares into trusts

Oklo stock slips today after SEC filings show insiders moved 15 million OKLO shares into trusts

NEW YORK, December 31, 2025, 3:29 PM ET — Regular session Oklo Inc. shares slipped on Wednesday after regulatory filings showed the nuclear startup’s top executives shifted large blocks of stock into family and estate-planning trusts. The disclosures matter because Oklo’s shares have been volatile, and trading has often been sensitive to insider activity and potential dilution at early-stage companies that are still working toward commercial deployment. They also land as investors reassess the pace of U.S. nuclear buildout and the long approval timelines that can make or break project schedules for advanced reactor developers. Oklo shares were down about
31 December 2025
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CoreWeave stock drops as insider sale filing hits thin year-end trade — what’s next for CRWV

CoreWeave stock drops as insider sale filing hits thin year-end trade — what’s next for CRWV

NEW YORK, December 31, 2025, 14:40 ET — Regular session CoreWeave Inc shares were down 3.1% at $71.63 on Wednesday afternoon, after an insider sale disclosure drew attention in thin year-end trading. The stock hit a session low of $71.46. The timing matters because trading conditions are patchy heading into the New Year’s Day holiday, when lower liquidity can amplify moves in single names. For a recently listed company with a volatile tape, incremental supply can weigh on sentiment even without new fundamental news. Investors have also been sensitive to funding and dilution risk in capital-intensive AI infrastructure plays. CoreWeave
31 December 2025
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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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