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Investments News 26 January 2026 - 27 January 2026

DroneShield stock slides 6.5% after quarterly update — pipeline and cash flow now in focus

DroneShield stock slides 6.5% after quarterly update — pipeline and cash flow now in focus

DroneShield shares fell 6.5% to A$4.18 Tuesday after the company reported a drop in its sales pipeline to A$2.09 billion from A$2.5 billion in October. Fourth-quarter customer revenue jumped 94% year-on-year to A$51.3 million, with net operating cash flow at A$7.7 million. Investors await audited results in February and a call set for Wednesday morning.
27 January 2026
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Zoom stock jumps as Baird spots a “hidden gem” Anthropic stake worth up to $4 billion

Zoom stock jumps as Baird spots a “hidden gem” Anthropic stake worth up to $4 billion

Zoom shares rose about 11% Monday after a Baird analyst estimated the company’s early stake in Anthropic could be worth $2 billion to $4 billion if the AI startup reaches a $350 billion valuation. Zoom previously disclosed spending $51 million on private equity investments in early 2023 but has not detailed its Anthropic holdings.
27 January 2026
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Oracle stock jumps nearly 3% as TikTok U.S. tie-up comes back into focus

Oracle stock jumps nearly 3% as TikTok U.S. tie-up comes back into focus

Oracle shares rose 3% to $182.44 Monday after news it will hold a 15% stake in TikTok’s new U.S. joint venture, which will use Oracle’s cloud to host the app’s algorithm. Trading volume reached 21 million shares. ByteDance will retain 19.9% of the TikTok USDS entity, with Silver Lake and MGX also taking 15% each, Reuters reported.
27 January 2026
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Zoom stock jumps 11% after analyst flags ‘hidden gem’ Anthropic stake

Zoom stock jumps 11% after analyst flags ‘hidden gem’ Anthropic stake

Zoom Communications shares jumped 10.8% to $95.08 Monday after a Baird analyst estimated Zoom’s 2023 stake in AI startup Anthropic could now be worth up to $4 billion. The rally comes as investors revalue software firms with AI ties, though Zoom’s core video business still faces slow growth. The company reports earnings Feb. 23.
26 January 2026
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AST SpaceMobile stock slides 5% as BlueBird 7 launch on Blue Origin rocket nears

AST SpaceMobile stock slides 5% as BlueBird 7 launch on Blue Origin rocket nears

AST SpaceMobile shares fell 5.5% to $107.27 Monday, with trading volume near 8.9 million shares. The company plans to launch its BlueBird 7 satellite in late February on Blue Origin’s New Glenn-3 rocket, aiming to expand its direct-to-device satellite network. AST targets 45-60 satellites deployed by year-end, with launches every one to two months.
26 January 2026
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CoreWeave stock jumps nearly 10% after Nvidia’s $2 billion buy-in puts CRWV back in focus

CoreWeave stock jumps nearly 10% after Nvidia’s $2 billion buy-in puts CRWV back in focus

CoreWeave shares surged about 10% to near $102 midday after Nvidia disclosed a $2 billion investment at $87.20 per share. The deal expands their partnership to build large-scale AI data centers. Traders monitored the news alongside upcoming Big Tech earnings and the Federal Reserve’s policy decision.
26 January 2026
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AI stocks swing as Nvidia puts $2 billion into CoreWeave and Microsoft debuts Maia 200 chip

AI stocks swing as Nvidia puts $2 billion into CoreWeave and Microsoft debuts Maia 200 chip

CoreWeave jumped 9.2% after Nvidia announced a $2 billion investment, becoming its second-largest shareholder. Nvidia shares slipped 0.3%. Microsoft rose 1.2% on the launch of its Maia 200 chip and Triton software for Nvidia’s CUDA ecosystem. Traders are watching mega-cap earnings and the Fed’s Jan. 28 meeting for signs of AI-related profit growth.
26 January 2026
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Goldman Sachs stock rises as Fed week begins and leadership moves hit the tape

Goldman Sachs stock rises as Fed week begins and leadership moves hit the tape

Goldman Sachs shares rose 0.9% to $927.04 in early Monday trading, mirroring gains across major U.S. banks. The move follows a leadership shake-up, with seven new partners joining the management committee and new global co-heads for wealth management. Investors are watching the Federal Reserve’s rate decision Wednesday and a looming U.S. government funding deadline. Wall Street indexes also advanced ahead of key tech earnings.
26 January 2026
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Netflix stock slips despite fresh upgrade as Warner deal clock ticks

Netflix stock slips despite fresh upgrade as Warner deal clock ticks

Netflix shares fell 0.4% to $85.77 in early Monday trading despite an upgrade to “Accumulate” from Phillip Securities, which raised its target price to $100. Investors are watching the Warner Bros. shareholder vote, with a rival Paramount bid deadline set for Feb. 20. Netflix and Warner recently shifted their deal to an all-cash offer at $27.75 per Warner share. Media stocks traded mixed, with Warner Bros. and Paramount both down.
26 January 2026
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Nvidia stock price rises as NVDA puts $2 billion into CoreWeave, widening AI data-center ties

Nvidia stock price rises as NVDA puts $2 billion into CoreWeave, widening AI data-center ties

Nvidia shares rose 1.5% to $187.67 after the company announced a $2 billion investment in CoreWeave, nearly doubling its stake. CoreWeave shares jumped almost 10% premarket. The deal expands their partnership on AI data centers. Traders are watching Nvidia’s supply chain and upcoming earnings for signs of sustained demand.
26 January 2026
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Plug Power stock dips as investors brace for a make-or-break shareholder vote this week

Plug Power stock dips as investors brace for a make-or-break shareholder vote this week

Plug Power shares fell 1.6% to $2.46 Monday as investors eyed a Jan. 29 shareholder vote on doubling authorized shares to 3 billion. The company warned it may pursue a reverse split if the proposal fails. The vote comes ahead of the Federal Reserve’s Jan. 28 policy decision, a key event for volatile clean-energy stocks. Plug recently ended a warrant deal with Walmart, removing potential dilution from 42.2 million shares.
26 January 2026
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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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