Today: 7 February 2026
Subscribe
Browse Category

Investment News News 25 January 2026 - 26 January 2026

Montage Technology stock set for scrutiny after HBM comment jars traders

Montage Technology stock set for scrutiny after HBM comment jars traders

Montage Technology shares fell 4.7% Friday in Shanghai, closing at 160.02 yuan amid volatility and heavy trading. The drop followed news that Montage does not currently offer HBM or HBF products and ahead of a planned Hong Kong listing that could raise up to $1 billion. The company forecasts 2025 net profit to rise up to 66% on stronger chip demand. Market cap stood near 183.5 billion yuan.
26 January 2026
·····
MediaTek stock hits limit-up: Nvidia-linked “N1” talk and Feb 4 results are the next tests

MediaTek stock hits limit-up: Nvidia-linked “N1” talk and Feb 4 results are the next tests

MediaTek shares surged 9.8% to NT$1,630 on Friday, hitting Taiwan’s daily trading limit ahead of its Feb. 4 earnings call. Taiwan’s benchmark index reached a record high for the second straight day, closing at 31,961.51. Traders cited optimism over MediaTek’s Nvidia-linked “N1” PC chip. Markets reopen Monday after the Lunar New Year holiday.
25 January 2026
····
Bitcoin cracks $90K floor and slips below $88,000 ahead of Fed week

Bitcoin cracks $90K floor and slips below $88,000 ahead of Fed week

Bitcoin fell below $88,000 on Sunday amid thin weekend trading, as investors awaited the U.S. Federal Reserve meeting and major tech earnings. CoinMarketCap’s sentiment index dropped to 34, signaling early panic. Gold surged to near $4,930 an ounce, widening its lead over bitcoin. Technical traders flagged $88,000 as a key support level.
25 January 2026
····
KLA stock price: KLAC steadies after choppy Friday as Jan. 29 earnings loom

KLA stock price: KLAC steadies after choppy Friday as Jan. 29 earnings loom

KLA shares closed Friday up 0.85% at $1,512.78 after swinging more than $60 during the session, then slipped to $1,510.00 after hours. The chip-equipment maker will report fiscal Q2 results after markets close Jan. 29. Investors are watching for guidance on chip demand and customer spending. Sector sentiment remains mixed after Intel’s weak outlook.
25 January 2026
·····
Shell share price: Argentina Vaca Muerta sale talks and Nigeria’s $20bn Bonga plan set up a big week

Shell share price: Argentina Vaca Muerta sale talks and Nigeria’s $20bn Bonga plan set up a big week

Shell is weighing a sale of its Vaca Muerta shale assets in Argentina, sources say, a deal that could fetch billions. Shell shares closed up 0.5% in London Friday, while Brent crude settled at $65.88 after new U.S. sanctions on Iran. Nigeria approved incentives for Shell’s Bonga South West oilfield, with a final investment decision possible by 2027. Shell continued its share buyback, purchasing over 1.1 million shares on Jan. 23.
25 January 2026
···
Thermo Fisher (TMO) stock slips from fresh high as earnings week and Fed decision loom

Thermo Fisher (TMO) stock slips from fresh high as earnings week and Fed decision loom

Thermo Fisher shares fell 2.11% to $625.98 Friday, ending a three-day rally and closing 2.8% below Thursday’s 52-week high. The company reports earnings before the market opens Jan. 29, following Danaher’s results and the Fed’s Jan. 27-28 meeting. The S&P 500 health care index slipped 0.56% Friday. Analyst consensus expects Thermo Fisher to post $6.44 EPS on $11.95 billion revenue for the quarter.
25 January 2026
·····
Meta earnings, Waymo probe and Netflix deal talk put communication services stocks in focus

Meta earnings, Waymo probe and Netflix deal talk put communication services stocks in focus

The Communication Services Select Sector SPDR ETF (XLC) rose 0.6% to $116.96, with Meta and Alphabet making up over 40% of its weight. Meta gained 1.7%, Alphabet fell 0.8%, and Netflix jumped 3.1% on Friday. Meta will block teens from its AI characters, while Alphabet’s Waymo faces a federal probe over robotaxi safety. A smartglasses firm sued Meta and EssilorLuxottica for alleged tech copying.
25 January 2026
·····
USA Rare Earth stock price in focus as report flags $1.6 billion U.S. stake deal for rare metals play

USA Rare Earth stock price in focus as report flags $1.6 billion U.S. stake deal for rare metals play

The Trump administration plans to buy a 10% stake in USA Rare Earth as part of a $1.6 billion deal, sources told Reuters. A separate $1 billion private investment and an investor call are set for Monday. USA Rare Earth shares closed up 9.1% Friday at $24.77. The White House and the company declined to comment.
25 January 2026
····
Alibaba stock price slips after AI-chip headlines; BABA traders turn to Fed week

Alibaba stock price slips after AI-chip headlines; BABA traders turn to Fed week

Alibaba’s U.S.-listed shares fell 2.2% to $173.23 Friday, while its Hong Kong stock closed up 2.25%. Traders reacted to reports that Chinese tech firms can order Nvidia’s H200 AI chips and to Alibaba Cloud’s new partner incentives. Bloomberg reported Alibaba plans to take its AI chip unit public. Investors await the U.S. Fed’s rate decision on Jan. 28.
25 January 2026
·····
Microsoft stock pops into earnings week as UBS trims target and Fed looms

Microsoft stock pops into earnings week as UBS trims target and Fed looms

Microsoft shares rose 3.3% to $465.95 on Friday ahead of its Jan. 28 earnings report and a key Federal Reserve decision. Analysts trimmed price targets but maintained positive ratings, citing Azure and AI spending as central themes. About 38 million Microsoft shares traded as investors positioned for a heavy week of tech results. The Dow closed down 0.6%, while the Nasdaq edged up 0.3%.
25 January 2026
·····
1 … 41 42 43 44 45 … 214

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, 12:49 AM EST CSL Faces Growth Uncertainty Amid Seqirus Spin-off Pause and Flu Vaccine Demand Drop February 7, 2026, 12:49 AM EST. CSL (ASX:CSL) confronts near-term challenges after delaying its Seqirus vaccine unit spin-off due to weaker U.S. flu vaccination uptake, impacting its fiscal 2026 growth outlook. Regulatory scrutiny in Europe over its Tavneos kidney therapy data, plus intensifying U.S. competition for its Vifor iron products, heighten concerns over product credibility and pricing pressure. Despite these headwinds, CSL's diversified portfolio in plasma, vaccines, and kidney therapies underpins its
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.
Go toTop