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Investment Trends News 12 January 2026 - 16 January 2026

AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal

AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal

Micron surged 5.6% to $355.58 Friday afternoon, leading gains in AI chip stocks after TSMC raised its 2026 revenue forecast and capex plan. Nvidia and AMD posted smaller increases. President Trump imposed a 25% tariff on some advanced AI chips, with exemptions for U.S. data centers. Lawmakers criticized continued Nvidia shipments to China under new rules.
Springview Holdings (SPHL) stock slips premarket after 674% surge on Singapore solar MOU

Springview Holdings (SPHL) stock slips premarket after 674% surge on Singapore solar MOU

Springview Holdings shares fell 4.8% to $16.57 in premarket trading Friday after surging 674% on news of a solar energy memorandum with Jiangsu GSO. Thursday’s rally saw 113 million shares traded, far above the average. The MOU covers potential rooftop solar projects in Singapore but is non-binding and lacks financial terms.
Pfizer stock dips as U.S. vaccine policy fight rattles demand outlook

Pfizer stock dips as U.S. vaccine policy fight rattles demand outlook

Pfizer shares fell 0.6% to $25.42 in late-morning trading Thursday as U.S. vaccine policy changes fueled uncertainty. Sanofi warned of weaker U.S. vaccine demand; Pfizer’s CEO criticized the new recommendations. Moderna and Merck also traded lower. Investors await Pfizer’s Feb. 3 results for updates on 2026 outlook and new product pipeline.
CoreWeave stock (CRWV) rises after CEO rejects Nvidia “circular financing” talk as lawsuit lands

CoreWeave stock (CRWV) rises after CEO rejects Nvidia “circular financing” talk as lawsuit lands

CoreWeave shares rose 2.6% to $89.80 in after-hours trading Wednesday, bucking declines in other tech stocks. CEO Michael Intrator dismissed allegations of Nvidia-linked “circular financing” as “ridiculous.” A securities class action was announced, with a lead-plaintiff deadline set for March 13. The lawsuit cites delays at a Texas data center and a 34% share price drop late last year.
Viking Therapeutics stock jumps 11% as CEO flags broader appetite for obesity-drug deals

Viking Therapeutics stock jumps 11% as CEO flags broader appetite for obesity-drug deals

Viking Therapeutics shares surged about 11% to $34.06 by early afternoon Wednesday amid renewed speculation of a deal in obesity drugs. CEO Brian Lian said more companies are “circling around the space” at the J.P. Morgan healthcare conference. Viking reported Phase 2 trial data for VK2735 showing up to 14.7% weight loss after 13 weeks. No official deals have been announced.
Nvidia stock drops on China H200 curb — the next date AI investors are watching

Nvidia stock drops on China H200 curb — the next date AI investors are watching

Nvidia fell 2.5% to $181.09 after reports that Chinese customs ordered agents to block H200 AI chips from entering China, despite recent U.S. approval for restricted exports. Reuters said local tech firms were told to avoid the chips unless necessary, signaling a possible de facto ban. Other chip stocks also dropped. Traders await policy signals from Beijing and Nvidia’s Feb. 25 earnings report.
Lithium price today: Albemarle and SQM stock jump before the bell as China policy keeps the rally alive

Lithium price today: Albemarle and SQM stock jump before the bell as China policy keeps the rally alive

Albemarle shares rose 4.5% and SQM gained 4.2% premarket after lithium prices in China climbed 2.19% to 163,000 yuan per ton. The rally followed Beijing’s announcement to cut value-added tax export rebates on battery products, with the rebate dropping from 9% to 6% in April and ending in 2027. Albemarle will report Q4 results on Feb. 11.
NAB share price slips after a two-day run as rate jitters return — what to watch next

NAB share price slips after a two-day run as rate jitters return — what to watch next

Sydney, Jan 14, 2026, 17:23 AEDT — Market closed. National Australia Bank Limited (NAB.AX) slipped 1.13% on Wednesday, closing at A$41.91 and erasing some gains from the previous two sessions. The share price fluctuated between A$41.33 and A$42.83, with trading volume hitting roughly 1.46 million shares. (Investing.com) The shift unfolds amid renewed market debate over interest-rate expectations, a crucial variable for Australian bank profits. A Westpac-Melbourne Institute survey revealed consumer sentiment slipped in January. Westpac’s head of Australian macro-forecasting, Matthew Hassan, singled out “a sharp turn in interest rate expectations” as the primary factor. (Reuters) That’s crucial today since banks
Google stock taps $4 trillion on Apple Gemini AI deal as “Have-Lots” worries grow

Google stock taps $4 trillion on Apple Gemini AI deal as “Have-Lots” worries grow

New York, Jan 13, 2026, 07:11 EST Alphabet (GOOGL.O) briefly hit a $4 trillion market cap on Monday following news that Apple’s (AAPL.O) upcoming AI models will use Google’s Gemini, cementing a multi-year partnership. Class A shares climbed as much as 1.7% to an all-time high of $334.04 before easing back, fueled by optimism around Google Cloud’s growth: revenue surged 34% in Q3, with backlog hitting $155 billion. Phil Blancato, CEO of Ladenburg Thalmann Asset Management, described Alphabet as “the one name that has surprised us all” within Wall Street’s “Magnificent Seven” — a nickname for seven mega-cap tech giants.
Silver price hits record high, SLV jumps as Fed turmoil knocks the dollar

Silver price hits record high, SLV jumps as Fed turmoil knocks the dollar

New York, January 12, 2026, 12:36 EST — Regular session Shares of iShares Silver Trust, a top proxy for silver prices, surged roughly 7.6% Monday as the metal hit fresh highs. Silver rallied as investors turned to precious metals amid growing doubts over the U.S. Federal Reserve’s independence. Michael Haigh, global head of commodities research at Societe Generale, noted, “Elevated uncertainty plays directly into the gold market,” and suggested this environment is “unlikely to reverse anytime soon.” (Reuters) The dollar lost ground as markets processed news on Fed Chair Jerome Powell, sliding from recent peaks. The dollar index dropped 0.2%
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Stock Market Today

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

7 February 2026
Walmart shares rose 3.3% Friday to $131.18, up 10% since Jan. 30, as the Dow closed above 50,000 for the first time. The retailer’s market value crossed $1 trillion this week. Investors await January inflation data on Feb. 13 and Walmart’s quarterly results on Feb. 19 for signs of continued momentum.
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