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Investor Insights News 17 January 2026 - 23 January 2026

BAE Systems shares rebound after UK Typhoon radar contract as investors eye results

BAE Systems shares rebound after UK Typhoon radar contract as investors eye results

London, Jan 23, 2026, 09:08 GMT — Regular session BAE Systems shares climbed roughly 1.4% in early London trade on Friday, recovering some losses from the previous day amid investor reactions to new UK defence spending cues. (Investing.com) The move is significant as defence stocks have surged early in the new year, leaving traders uneasy about what’s already factored in before earnings season. Securing a contract win provides a boost, but it also puts a spotlight on delivery schedules, profit margins, and the order pipeline. Britain has handed a £453.5 million contract to BAE Systems, Leonardo UK, and Parker Meggitt
23 January 2026
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Mastercard stock dips as rate-cap talk returns and investors brace for earnings

Mastercard stock dips as rate-cap talk returns and investors brace for earnings

New York, January 22, 2026, 11:59 EST — Regular session Shares of Mastercard Inc dipped roughly 0.5% to $525.03 by midday Thursday, as investors digested renewed Washington scrutiny on credit-card business models ahead of the company’s quarterly earnings next week. The pullback happened even as U.S. stocks climbed, with the payments network trailing behind a market that’s swift to penalize anything hinting at fee or rate risk. President Donald Trump said Wednesday he’s spoken to credit-card companies and pushed them to “give people a break,” reinforcing his plan to cap credit-card interest rates at 10% for one year. (Reuters) Banks,
22 January 2026
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AppLovin stock slides again after CapitalWatch report alleges money-laundering ties — what investors watch next

AppLovin stock slides again after CapitalWatch report alleges money-laundering ties — what investors watch next

New York, Jan 21, 2026, 10:40 EST — Regular session Shares of AppLovin Corp fell 3.9% to $543.48 on Wednesday, deepening losses after a short seller report from CapitalWatch accused the company of money laundering connections and lax compliance controls. (tradingview.com) The fresh hit is significant because AppLovin has emerged as a key indicator for the “AI-driven” pitch in mobile advertising, where growth narratives can unravel fast once the focus shifts from revenue to regulatory scrutiny. The firm offers ad-buying and app monetization solutions, such as its AXON advertising engine and MAX in-app bidding product. (Reuters) The move comes as
21 January 2026
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SGX share price edges higher as Singapore Exchange adds China A500 ETF; what investors watch next

SGX share price edges higher as Singapore Exchange adds China A500 ETF; what investors watch next

Singapore, Jan 21, 2026, 15:31 SGT — Regular session Shares of Singapore Exchange Ltd edged up on Wednesday, bucking the broader market’s dip. By 3:20 p.m., the stock was trading 0.2% higher at S$17.42, staying close to its 52-week peak of S$17.89. (StockAnalysis) The subdued shift still holds weight for SGX, given its earnings depend heavily on market activity. Trading, clearing, and listing fees fluctuate with volume. Investors want proof the exchange can sustain inflows into Singapore equities as new products and listings continue to appear. On Tuesday, SGX listed the CSOP CSAM CSI A500 Index ETF (ticker: SUN) via
21 January 2026
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Fortescue share price rises as FMG investors eye quarterly report and iron ore jitters

Fortescue share price rises as FMG investors eye quarterly report and iron ore jitters

SYDNEY, Jan 21, 2026, 17:02 AEDT — The market has closed. Fortescue Ltd (FMG.AX) shares climbed 1.7% to close at A$22.64 on Wednesday, recovering slightly after a weak period for iron ore-related stocks ahead of the miner’s upcoming production report. The day’s trading saw the stock fluctuate between A$22.13 and A$22.76. Meanwhile, BHP Group rose 1.5% and Rio Tinto added 2.6%. (Google) This move is significant since Fortescue’s profits remain heavily tied to iron ore — the key steelmaking ingredient that fluctuates with China’s construction activity and changes in steel production. When iron ore prices drop, Fortescue typically takes a
21 January 2026
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Adobe stock dips as new AI video tools land ahead of Sundance — what investors watch next

Adobe stock dips as new AI video tools land ahead of Sundance — what investors watch next

New York, January 20, 2026, 12:06 EST — Regular session Adobe Inc shares dropped 1.6% to $291.24 by midday Tuesday, erasing initial gains despite the company rolling out new AI-driven video features and announcing another batch of creator grants ahead of the Sundance Film Festival. So far, the stock has fluctuated between $288.37 and $294.70. This move is crucial because Adobe wants to show investors that “generative AI”—software that creates images, video, or text from prompts—is a tool for paid growth, not a discount mechanism that undercuts pricing. Concerns over this balance have dragged shares down more than 20% in
20 January 2026
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Palantir stock slips in premarket as investors weigh UK defence scrutiny ahead of Feb. 2 earnings

Palantir stock slips in premarket as investors weigh UK defence scrutiny ahead of Feb. 2 earnings

New York, Jan 20, 2026, 04:57 EST — Premarket Palantir Technologies Inc shares dipped in premarket trading Tuesday, kicking off 2026 on a cautious note for the data analytics firm. Investors grappled with fresh defense-related developments alongside the company’s ambitious growth forecasts. Palantir’s U.S.-listed shares last changed hands around $171, marking a drop of about 3.4% from the prior session’s finish, according to market data. (MarketWatch) This is a notable development given Palantir’s status as one of the most actively traded stocks in the “AI software” category—a label investors assign to companies providing tools for broad AI rollout. That makes
20 January 2026
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Singtel stock slips after five-hour TV outage; investors eye Feb 18 earnings

Singtel stock slips after five-hour TV outage; investors eye Feb 18 earnings

Singapore, Jan 19, 2026, 15:26 SGT — Regular session Shares of Singapore Telecommunications Ltd (Singtel) slipped on Monday, hovering around S$4.47—down roughly 0.5% in afternoon action. The stock touched an intraday low of S$4.45, with roughly 5.1 million shares traded. (Investing.com) The dip stands out since Singtel is known as a reliable, high-dividend pick in local portfolios, and its shares have already surged significantly over the past year. When a defensive stock drops during a quiet trading day, traders usually hunt for a reason—no matter how minor. This comes as telecoms face scrutiny less for their growth pitches and more
19 January 2026
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Voyager Technologies stock jumps on Morgan Stanley target hike as investors eye next catalyst

Voyager Technologies stock jumps on Morgan Stanley target hike as investors eye next catalyst

New York, January 17, 2026, 09:24 EST — Market closed. Shares of Voyager Technologies jumped 6.7% on Friday, closing at $35.38. The U.S.-listed space and defense contractor wrapped up yet another solid week of gains. This shift is significant as investors pivot back to space- and defense-related stocks amid Washington’s renewed focus on “space superiority” and revamped procurement priorities. Analysts are reexamining how these policies might impact contract awards and company valuations. (The White House) Voyager, active in defense tech and space solutions and holding a stake in the Starlab commercial space station project, has emerged as a high-beta vehicle
17 January 2026
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Infosys stock price jumps after FY26 guidance lift — what investors watch next week

Infosys stock price jumps after FY26 guidance lift — what investors watch next week

Bengaluru, January 17, 2026, 17:36 IST — The market has closed. Infosys Ltd (INFY.NS) ended Friday’s session at 1,689.80 rupees, marking a 5.6% jump from the previous close. (Yahoo Finance) Shares climbed after Infosys raised its revenue outlook for fiscal 2026. The company now expects growth between 3% and 3.5% for the year ending March 31, 2026, up from the previous 2% to 3% range. This forecast is based on constant currency, excluding exchange-rate effects. (Reuters) It happened alongside a steadier mood in the broader market. The Nifty 50 nudged up 0.11% on Friday, and the Sensex gained 0.23%, with
17 January 2026
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Ondas Holdings (ONDS) stock drops after hours as investor day lifts 2026 revenue target

Ondas Holdings (ONDS) stock drops after hours as investor day lifts 2026 revenue target

New York, January 16, 2026, 6:20 PM ET — Post-market update. Ondas Holdings Inc., recently rebranded as Ondas Inc., saw its shares drop 5.3% in after-hours trading Friday, closing at $12.16. The stock swung sharply during the session, peaking at $14.20 before sliding back to $12.10. Roughly 168 million shares traded hands. This move is crucial as the company wants investors to factor in a fresh growth trajectory ahead of its audited year-end results. With the stock behaving like a headline magnet recently, there’s barely any space for vague guidance. Ondas laid down clearer revenue and cash targets during Friday’s
17 January 2026
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Adobe stock slides again after annual report filing; what investors watch next

Adobe stock slides again after annual report filing; what investors watch next

New York, Jan 16, 2026, 18:24 EST — After-hours Adobe (ADBE.O) shares slipped once more on Friday, closing 2.6% lower. In after-hours trading, the stock was last seen at $296.12. The decline followed the software maker’s filing of its annual report the previous day, a detailed document investors scrutinize to uncover the nuances behind management’s growth claims and potential risks. This is significant as Adobe’s shares have been under strain, with traders ready to react sharply to any signs of weakening demand—especially in software, where clients can easily postpone upgrades or reduce licenses without notice. The company submitted its Form
17 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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