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Investor Insights News 4 January 2026 - 9 January 2026

Constellation Energy Corporation stock slides after Calpine deal closes — here’s what investors watch next

Constellation Energy Corporation stock slides after Calpine deal closes — here’s what investors watch next

New York, January 8, 2026, 21:09 EST — Market closed Constellation Energy Corp (CEG) shares dropped 4.8% to $322.54 on Thursday following the completion of its acquisition of privately held Calpine from Energy Capital Partners. The deal increases the combined generation capacity to 55 gigawatts, making Constellation the largest electricity producer in the United States, the company said. Constellation Markets concentrate on one main issue: firm power. Data centers vie for a steady supply while the grid’s capacity to meet peak demand declines. Constellation plans to combine nuclear “always on” generation with Calpine’s natural gas and geothermal assets. Chief Executive
9 January 2026
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Rocket Lab stock slips after CFO’s $103 million share sale filing; what investors watch next

Rocket Lab stock slips after CFO’s $103 million share sale filing; what investors watch next

New York, January 8, 2026, 18:29 EST — After-hours Rocket Lab Corp (RKLB) shares dipped in after-hours trading on Thursday after a regulatory filing showed Chief Financial Officer Adam C. Spice sold about $103 million of stock under a Rule 10b5-1 plan, which sets trades in advance. The stock closed down 1.2% at $83.08 and slipped to $82.98 after the bell, leaving the space company valued at about $44.4 billion. Spice sold 1,365,665 shares at weighted-average prices ranging from $71.49 to $78.24 and exercised options to buy 731,330 shares, the filing showed. SEC+1 The timing matters because Rocket Lab has
9 January 2026
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Apple stock slips after Apple Card moves to JPMorgan from Goldman — what investors watch next

Apple stock slips after Apple Card moves to JPMorgan from Goldman — what investors watch next

NEW YORK, January 8, 2026, 10:10 EST — Regular session Apple shares fell about 1.5% to $256.36 in morning trade on Thursday as investors digested a change in the Apple Card partnership that will shift the co-branded credit card to JPMorgan Chase from Goldman Sachs. AP News Apple and Chase said the handover is expected to take about 24 months, with Mastercard staying as the payment network. Jennifer Bailey, Apple’s vice president of Apple Pay and Apple Wallet, said Apple Card has “transformed the credit card experience,” while Chase card chief executive Allison Beer said the bank was “excited to
8 January 2026
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Nvidia stock ends higher as China pauses H200 chip orders, keeping investors on edge

Nvidia stock ends higher as China pauses H200 chip orders, keeping investors on edge

NEW YORK, Jan 7, 2026, 16:02 (EST) — After-hours Nvidia Corp (NVDA) shares ended the day up about 0.9% at $188.92, after trading between $186.60 and $191.26, as investors digested a report that China has asked some domestic tech companies to halt orders for Nvidia’s H200 artificial-intelligence chips. Reuters The tug-of-war matters because Nvidia is trying to reopen a lucrative channel into China at a time when U.S. export controls and Chinese industrial policy are both shifting. A pause, even a temporary one, risks turning a high-profile restart into another stop-start cycle. Investing.com The near-term trigger is regulatory, not engineering.
7 January 2026
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Analog Devices stock jumps 6% as chip index hits a record; traders refocus on analog demand

Analog Devices stock jumps 6% as chip index hits a record; traders refocus on analog demand

New York, Jan 6, 2026, 20:47 EST — Market closed Analog Devices (ADI) shares jumped 5.6% to $292.94 on Tuesday, ending near the day’s high after touching $294.04. The stock swung between $277.27 and $294.04, setting near-term support around $277 and resistance near $294, with about 6.4 million shares traded. The move came as chip stocks pushed higher on renewed AI enthusiasm, with the Philadelphia Semiconductor Index (.SOX) hitting an all-time high. “I think we’re going to have a very strong earnings season for Big Tech,” said Jed Ellerbroek, a portfolio manager at Argent Capital. Investors were also looking to
7 January 2026
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Spotify (SPOT) stock slides 3% in regular trade as investors eye jobs data and Feb. 10 earnings

Spotify (SPOT) stock slides 3% in regular trade as investors eye jobs data and Feb. 10 earnings

New York, Jan 6, 2026, 15:06 EST — Regular session Spotify Technology S.A. shares fell 3.3% to $574.0 as of 3:06 p.m. EST on Tuesday, down $19.41 from Monday’s close of $593.39. The stock, valued at about $120 billion, traded about 1.2 million shares, below its 2.1-million average daily volume. The drop contrasted with modest gains in the Nasdaq and S&P 500 as investors braced for Friday’s U.S. nonfarm payrolls report, the government’s monthly count of job growth, and other labor data that could shift expectations for interest rates. Reuters Spotify on Tuesday launched a week-long podcasting campaign tied to
6 January 2026
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Fermi Inc (FRMI) stock jumps nearly 10% as class-action filing adds pressure

Fermi Inc (FRMI) stock jumps nearly 10% as class-action filing adds pressure

New York, January 6, 2026, 12:31 (EST) — Regular session Fermi Inc (FRMI) shares rose nearly 10% in midday trading on Tuesday, lifting the stock to $9.53 from Monday’s close. The stock ranged from $8.62 to $9.68, with volume topping 5.1 million shares. The rebound comes as a securities-fraud class action has been filed in the U.S. District Court for the Southern District of New York, Gainey McKenna & Egleston said. The complaint alleges Fermi overstated tenant demand for its Project Matador campus and played down the risks of leaning on a single tenant’s $150 million funding commitment. It also
6 January 2026
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ServiceNow (NOW) stock barely moves after ex-Microsoft legal chief Nowbar is named president — here’s what investors watch next

ServiceNow (NOW) stock barely moves after ex-Microsoft legal chief Nowbar is named president — here’s what investors watch next

New York, January 5, 2026, 21:38 EST — Market closed ServiceNow on Monday named longtime Microsoft executive Hossein Nowbar as president and chief legal officer, shifting the top legal job as the company leans harder into AI and cybersecurity. Microsoft Vice Chair and President Brad Smith called Nowbar “incredibly fortunate to have him,” in a statement. ServiceNow shares closed up 0.05% at $147.52 and were little changed in extended trading, which is trading outside the 9:30 a.m. to 4 p.m. regular session. ServiceNow Newsroom+1 The move lands at a delicate moment for big enterprise software firms, which are balancing customer
6 January 2026
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JNJ stock slips as talc lawsuits return to the spotlight ahead of earnings

JNJ stock slips as talc lawsuits return to the spotlight ahead of earnings

New York, January 5, 2026, 14:35 ET — Regular session Johnson & Johnson (JNJ) stock fell about 2.2% on Monday as investors trimmed defensive healthcare names. Shares were down $4.49 at $202.86 in afternoon trading after touching a session low of $200.94, with about 4.8 million shares traded. The timing matters because early-year positioning has shifted quickly toward cyclicals, leaving traditionally steady names with less of a bid. When money flows out of defensives, big healthcare stocks can slide even without a single headline. Investors are also recalibrating around legal and earnings catalysts that can reprice a stock in a
5 January 2026
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Ciena stock sinks as optics rally cools; traders eye short-interest uptick and next catalysts

Ciena stock sinks as optics rally cools; traders eye short-interest uptick and next catalysts

New York, Jan 5, 2026, 13:20 EST — Regular session Ciena Corp shares were down about 7.8% at $226.75 in midday New York trading on Monday, after touching $253.30 earlier in the session and then sliding to a low of $223.61. The move stood out against a firmer tape: the S&P 500 ETF and Nasdaq 100 ETF were both higher, while optical components maker Lumentum dropped about 7.7%, pointing to a broader unwind in parts of the AI-networking trade. Why it matters now is valuation. In a note published Monday, Zacks Equity Research highlighted Ciena’s premium multiple — a forward
5 January 2026
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BAT share price slips after buyback filing — what investors watch before February results

BAT share price slips after buyback filing — what investors watch before February results

LONDON, January 5, 2026, 09:45 GMT — Regular session British American Tobacco p.l.c. shares fell 1.3% to 4,133 pence by 0945 GMT on Monday after the tobacco group disclosed another round of share repurchases.  London South East The buyback matters now because BAT is widely held for cash returns. With rate expectations back in play, investors are weighing how much support repurchases and dividends can offer if bond yields climb. The stock is trading near the top of its 52-week range, which can make it more sensitive to small shifts in sentiment. BAT’s next scheduled catalyst is its preliminary full-year
5 January 2026
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Freshworks stock drops 5% to start 2026 — what matters before Monday’s open (FRSH)

Freshworks stock drops 5% to start 2026 — what matters before Monday’s open (FRSH)

NEW YORK, Jan 4, 2026, 13:47 ET — Market closed Freshworks Inc shares closed down 5.3% at $11.60 on Friday and ticked up 0.5% in after-hours trading, when U.S. stocks change hands electronically outside the regular 9:30 a.m. to 4 p.m. session. The software maker is valued at about $3.3 billion and is near the lower end of its 52-week range. MarketBeat The move matters because investors opened 2026 with a cautious eye on interest rates, a key input for valuing growth stocks that rely on future cash flows. U.S. Treasury yields pushed higher on Friday, with the 10-year yield
4 January 2026
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Stock Market Today

Macquarie Group share price slips 2% after APRA eases liquidity curbs — what to watch next week

Macquarie Group share price slips 2% after APRA eases liquidity curbs — what to watch next week

7 February 2026
Macquarie Group shares fell 2.17% to A$207.83 Friday, marking a third straight decline as the ASX 200 slid 2%. Australia’s regulator trimmed liquidity requirements for Macquarie Bank after improvements in controls. Macquarie Asset Management announced two UK utility deals, including full ownership of Last Mile Infrastructure and the purchase of Energy Assets Group. Investors await Tuesday’s operational briefing.
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, 1:07 AM EST Crude Oil Prices Rise on Dollar Weakness, Geopolitical Tensions February 7, 2026, 12:52 AM EST. Crude oil prices edged higher on Friday, supported by a weaker U.S. dollar and escalating geopolitical risks in the Middle East. March WTI crude gained 0.41%, rebounding from early losses, while gasoline prices rose 1.38%. Doubts over a U.S.-Iran nuclear deal loom after reports of Iran's refusal to halt uranium enrichment, raising the risk of military action and potential disruption of vital shipping routes. Additionally, a surge in U.S. consumer
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.
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