Today: 7 February 2026
Subscribe
Browse Category

Investment News News 15 January 2026

Merck stock slips as FDA fast-track delays grab attention ahead of Feb. 3 earnings

Merck stock slips as FDA fast-track delays grab attention ahead of Feb. 3 earnings

New York, Jan 15, 2026, 13:56 EST — Regular session Shares of Merck & Co slipped 0.2% to $110.75 on Thursday, fluctuating within a range of $108.48 to $111.06 during the day. The shift arrives as investors adjust their outlook on the U.S. Food and Drug Administration’s new fast-track review process. Initially marketed as a shortcut, the effort is already encountering signs of pushback. The Commissioner’s National Priority Voucher program aims to slash review times to just one or two months for a select group of medicines. Merck has already landed vouchers for its experimental cholesterol drug enlicitide and a
15 January 2026
·····
Morgan Stanley stock jumps nearly 6% after earnings beat and dividend lift

Morgan Stanley stock jumps nearly 6% after earnings beat and dividend lift

New York, January 15, 2026, 13:12 ET — Regular session. Morgan Stanley shares climbed 5.9% to $191.39 in Thursday afternoon trading, swinging between $178.70 and $191.94 as investors digested the bank’s quarterly results. (SEC) The report arrives just as bank earnings season morphs into a fast-paced test of whether dealmaking is truly rebounding or merely surged late last year. For Morgan Stanley, this question carries extra weight since its profits closely track underwriting and advisory fees during market upswings. Investors remain divided on interest rates. While lower rates could boost issuance and spark deal activity, they also alter how clients
15 January 2026
·····
Lockheed Martin stock today: UBS lifts target to $580 as defense investors shift focus to budgets and earnings

Lockheed Martin stock today: UBS lifts target to $580 as defense investors shift focus to budgets and earnings

New York, January 15, 2026, 13:08 ET — Regular session underway. Lockheed Martin (LMT) shares edged up roughly 0.1% to $573.37 Thursday. UBS lifted its price target on the defense giant to $580 from $513 but maintained a Neutral rating. (GuruFocus) UBS analyst Gavin Parsons noted in a research brief that defense stocks might move less on upcoming quarterly results and more on policy developments. “Defense and Government IT performance may hinge more on budget and geopolitical narratives than near-term earnings catalysts,” he said. (TipRanks) The Pentagon is diving further into the industrial base this week, committing $1 billion to
15 January 2026
·······
Texas Instruments stock slips despite chip rally as Barclays, Wells Fargo and Citi reset targets

Texas Instruments stock slips despite chip rally as Barclays, Wells Fargo and Citi reset targets

New York, Jan 15, 2026, 12:53 (EST) — Regular session Texas Instruments (TXN) shares dropped 0.8% to $191.87 by midday Thursday, while the VanEck Semiconductor ETF climbed over 3%. The divergence is significant as Wall Street recalibrates its outlook for chip sector performance in 2026. Texas Instruments, linked more to steady demand in everyday electronics than to flashy AI hardware, occupies a different niche. Several new research notes landed on Thursday, signaling a potentially volatile stretch ahead of earnings. Texas Instruments produces analog and embedded processing chips—components that control power, sense and relay data, and manage core functions—with key customers
15 January 2026
·····
Accenture stock steadies near $289 as Wells Fargo raises target; traders eye March 19 earnings call

Accenture stock steadies near $289 as Wells Fargo raises target; traders eye March 19 earnings call

New York, Jan 15, 2026, 12:24 EST — Regular session Accenture plc shares (ACN) were up about 0.1% at $288.87 on Thursday, holding most of Wednesday’s 4.2% jump. The stock closed the prior session at $288.54. (MarketWatch) The move matters because investors are trying to pin down whether corporate tech budgets are finally thawing, after a year of stop-start spending on big projects. For Accenture, bookings and discretionary work are the tell, not the chatter. Analyst notes are landing in a market that wants evidence, fast. Any hint that CIOs are reopening wallets can move the group, even if the
15 January 2026
·····
AbbVie stock slides 2% as obesity push takes center stage at JPM conference

AbbVie stock slides 2% as obesity push takes center stage at JPM conference

New York, January 15, 2026, 12:11 (EST) — Regular session AbbVie shares dropped 2.1% to $217.13 Thursday following the company’s expanded plans for obesity treatments announced at the J.P. Morgan Healthcare Conference. This matters since AbbVie is hunting for its next major growth driver, as its aging blockbuster Humira grapples with increased competition from biosimilars. Investors have shown they’re eager to back solid obesity treatments—and just as ready to slam unclear prospects. Obesity drugs are turning into a fresh battleground for big pharma. Novo Nordisk and Eli Lilly currently lead the pack, but future victors may hinge on side effects,
15 January 2026
···
Applied Materials stock jumps today as TSMC lifts 2026 capex and Barclays upgrades AMAT

Applied Materials stock jumps today as TSMC lifts 2026 capex and Barclays upgrades AMAT

New York, Jan 15, 2026, 11:55 (ET) — Regular session underway. Applied Materials (AMAT.O) jumped 7.8% to $325.41 in late-morning trading Thursday, riding a wave of gains among chip equipment stocks following encouraging factory spending data. Lam Research gained 5.9%, KLA surged 9.0%, and U.S.-listed shares of Taiwan Semiconductor Manufacturing rose 6.9%. TSMC’s announcement to boost 2026 capital spending to $52 billion-$56 billion sparked the move, well above analysts’ $46 billion forecast, according to a Visible Alpha poll. “The market has underestimated again how large is the demand for AI, and the implementation is going faster than everybody expected,” said
15 January 2026
····
BCE price target shake-up: RBC lifts to C$38 as Scotiabank, Desjardins trim theirs

BCE price target shake-up: RBC lifts to C$38 as Scotiabank, Desjardins trim theirs

Toronto, Jan 15, 2026, 10:58 EST RBC Capital Markets bumped up its price target on BCE Inc to C$38 from C$37 on Tuesday, maintaining its Outperform rating. The upgrade reflects expectations for a boost in operating growth next year. BCE shares were trading near C$33.6 on the Toronto Stock Exchange Thursday morning. https://www.investing.com/news/analyst-ratings/bce-stock-price-target-raised-to-c38-from-c37-at-rbc-capital-93CH-4444905 https://www.google.com/finance/quote/BCE:TSE BCE’s three-year forecast has become the linchpin of the story: growth either bounces back in 2026, or the stock remains stuck at a low valuation. In Canada, many investors still see BCE as a reliable dividend play, so any change in cash-flow expectations spreads quickly. Targets
15 January 2026
·····
Goldman Sachs stock jumps on earnings beat and dividend hike as traders cash in on volatility

Goldman Sachs stock jumps on earnings beat and dividend hike as traders cash in on volatility

New York, January 15, 2026, 11:21 ET — Regular session Goldman Sachs shares rose nearly 4% on Thursday after the Wall Street bank topped fourth-quarter profit estimates and raised its dividend. The stock was up about 3.9% at $969.24, after closing at $932.67 on Wednesday. The results land as investors comb through bank earnings for signs that last year’s revival in dealmaking can stick, even as rate-cut bets and market swings keep changing the tone. For Goldman, the big question is whether a hot run in trading and advisory can carry into 2026 without costs catching up. Goldman said earnings
15 January 2026
·····
Johnson & Johnson stock slips as Tecvayli trial data lands ahead of earnings week

Johnson & Johnson stock slips as Tecvayli trial data lands ahead of earnings week

New York, Jan 15, 2026, 11:01 ET — Regular session Johnson & Johnson shares dipped Thursday following fresh late-stage data release for its Tecvayli cancer drug, with investors also bracing for next week’s earnings report. This update is crucial as Johnson & Johnson aims to expand the footprint of its newer drugs while shielding established products from pricing cuts and competition. Tecvayli plays a key role in the company’s blood cancer strategy, where even minor tweaks in labeling and timing can significantly impact sales momentum. Investors are now wondering if the latest data boosts Johnson & Johnson’s argument to push
15 January 2026
·····
Chevron stock slips as Venezuela license expansion nears; Jefferies lifts target before earnings

Chevron stock slips as Venezuela license expansion nears; Jefferies lifts target before earnings

New York, Jan 15, 2026, 10:47 EST — Regular session Chevron shares dipped Thursday following a Reuters report that the U.S. is likely to expand the oil giant’s Venezuela license, potentially boosting production and exports. The stock slid 0.8% to $165.94 in morning trading. (Reuters) The license is a U.S. Treasury authorization allowing Chevron to operate in Venezuela despite existing sanctions. Sources said the expanded terms could let Chevron trade crude from state company PDVSA and increase shipments to its own refineries and other buyers. Chevron currently produces about 240,000 barrels per day through joint ventures with PDVSA. Since U.S.
15 January 2026
····
Costco stock inches up after insider sale notice as Bernstein sticks with $1,146 target

Costco stock inches up after insider sale notice as Bernstein sticks with $1,146 target

New York, January 15, 2026, 11:00 ET — Regular session Costco Wholesale Corp shares edged up about 0.5% to $956.04 in early Thursday trading after a Form 144 filing revealed a company officer’s intention to sell stock. Bernstein stuck with its Outperform rating, with analyst Zhihan Ma from Bernstein SocGen Group dubbing Costco the “ultimate compounder” and calling the stock undervalued, according to StreetInsider. (StreetInsider.com) Costco’s stock trades as if steady gains are a given. That makes any surprises tough to swallow, particularly with investors focused tightly on consumer demand and retail margins. Costco’s stock often reacts fast to even
15 January 2026
·····
1 … 71 72 73 74 75 … 214

Stock Market Today

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
Go toTop