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Market Analysis News 14 January 2026 - 15 January 2026

Lumentum stock sinks 8% after tech-led slide — what traders watch next

Lumentum stock sinks 8% after tech-led slide — what traders watch next

New York, Jan 14, 2026, 19:29 EST — After-hours Lumentum Holdings’ stock plunged 8.2% on Wednesday, closing at $331.62 before nudging higher to around $332 in after-hours trading. (MarketWatch) This move is significant as Lumentum has ranked among the most crowded “AI infrastructure” plays. Yet the tape has turned against pricey winners. With earnings season kicking off, investors are faster to slash risk amid broader market jitters. No fresh company news explained the slide. Traders are left to sift through the selloff in tech, a stock that surged into January, and an upcoming earnings report that might either steady things
15 January 2026
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XRP price today: crypto rules bill hits Senate agenda as token slips after-hours

XRP price today: crypto rules bill hits Senate agenda as token slips after-hours

New York, Jan 14, 2026, 17:24 EST — After-hours XRP slipped on Wednesday, surrendering earlier gains as investors digested renewed efforts in Washington to establish clearer regulations for digital tokens. The coin last traded down roughly 0.9% at $2.14, after peaking near $2.18. Meanwhile, bitcoin and ether edged higher. The announcement follows a day after U.S. senators revealed draft legislation aiming to set rules for crypto, including specific language to clarify when tokens qualify as securities, commodities, or something else. According to a filing, the bill proposes giving the Commodity Futures Trading Commission control over spot crypto markets—where assets trade
14 January 2026
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Bitcoin price today: BTC climbs near $97,500 as ETF inflows return and crypto stocks rise

Bitcoin price today: BTC climbs near $97,500 as ETF inflows return and crypto stocks rise

New York, Jan 14, 2026, 17:24 EST — After-hours Bitcoin rose on Wednesday, hovering near $97,500 in late U.S. trade as the cryptocurrency extended a post-data rally. The token was up 2.1% at $97,461, after ranging between $94,594 and $97,758. The latest push higher followed data showing U.S. consumer prices rose 0.3% in December and 2.7% from a year earlier, with shelter and food driving the increase. Core CPI — which strips out food and energy — rose 0.2% on the month. (Reuters) Demand for U.S. spot bitcoin ETFs, exchange-traded funds that hold the token, also firmed. The group drew
14 January 2026
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Reddit stock slips as insider sales surface, even after Evercore starts RDDT with $320 target

Reddit stock slips as insider sales surface, even after Evercore starts RDDT with $320 target

New York, Jan 14, 2026, 15:16 EST — Regular session Reddit shares dropped roughly 2.5% on Wednesday, erasing some earlier gains following regulatory filings revealing stock sales by two senior executives. The stock traded near $252.52, after fluctuating between $246.85 and $259.62. The disclosures come at a hectic time for the newly public social media firm, with daily trading sharply reactive to any news related to monetisation—whether ads, new formats, or the worth of its data for AI. Evercore ISI kicked off coverage this week with a bullish stance, saying Reddit has ample opportunity to convert its engagement into revenue.
14 January 2026
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MP Materials stock pops as William Blair starts coverage and rare-earth price floors hit the agenda again

MP Materials stock pops as William Blair starts coverage and rare-earth price floors hit the agenda again

New York, January 14, 2026, 14:36 EST — Regular session Shares of MP Materials climbed roughly 7.5% Wednesday, closing at $68.63. The rare-earths miner dipped as low as $62.20 earlier in a volatile session before bouncing back. Wall Street is zeroing in on rare-earth supply chains, where policy and pricing weigh heavily alongside production. On Tuesday, William Blair analyst Neal Dingmann kicked off coverage, dubbing MP “the only fully integrated U.S. mine-to-magnet producer.” He highlighted that MP’s U.S. presence is gaining value as governments prioritize non-China sources. (William Blair) This week in Washington, the policy focus intensified. Finance ministers from
14 January 2026
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Bitcoin breaks $96,000 as U.S. crypto regulation bill and softer inflation data lift prices

Bitcoin breaks $96,000 as U.S. crypto regulation bill and softer inflation data lift prices

NEW YORK, Jan 14, 2026, 14:09 (EST) Bitcoin climbed Wednesday, reclaiming the $96,000 mark as ether and XRP also saw gains among leading tokens. The move mattered because U.S. inflation data kept the Federal Reserve on a familiar path: no rush, but not done. The Consumer Price Index climbed 0.3% in December and was up 2.7% year-over-year. Core inflation — excluding food and energy — rose 0.2% for the month and 2.6% annually, driven largely by rents and food. “Families may not closely track core inflation, but they see grocery prices,” said Sung Won Sohn, a finance and economics professor
14 January 2026
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UEC stock jumps nearly 11% as uranium supply squeeze talk returns — and a Feb. 27 vote looms

UEC stock jumps nearly 11% as uranium supply squeeze talk returns — and a Feb. 27 vote looms

New York, January 14, 2026, 14:02 EST — Regular session underway Shares of Uranium Energy Corp climbed 10.8% to $17.23 on Wednesday, after peaking at $17.34 earlier. The stock started the day at $15.55 and dipped to a low of $15.13, with roughly 9.4 million shares traded. This move counts now because uranium prices barely have to shift to rattle this trade. The spot market remains thin, the supply chain is tangled in politics, and utilities continue locking in fuel through multi-year contracts. A Reuters analysis on Wednesday highlighted a growing U.S. supply gap as consumption outpaces mine production, driven
14 January 2026
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GE Vernova stock dips in afternoon trade as Wall Street’s biggest bull flags near-term risks

GE Vernova stock dips in afternoon trade as Wall Street’s biggest bull flags near-term risks

New York, January 14, 2026, 14:16 EST — Regular session Shares of GE Vernova dipped Wednesday, adding to a volatile stretch for the power-equipment firm as investors balanced a new, higher price target against a cautious short-term outlook. By 2:16 p.m. ET, the stock had dropped 1.2% to $644.27. In comparison, the S&P 500 ETF was down roughly 0.8%, and the industrials ETF slipped about 0.2%. Why it matters now: the stock is crowded as a play on rising power demand, with upcoming earnings and guidance set to prove crucial. Traders are betting that utilities, data centers, and grid investments
14 January 2026
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Alumis (ALMS) stock jumps as insider filings show $17 buys — what investors are watching next

Alumis (ALMS) stock jumps as insider filings show $17 buys — what investors are watching next

New York, Jan 14, 2026, 12:10 EST — Regular session Alumis Inc shares jumped roughly 9% to $24.11 by midday Wednesday, after fluctuating between $22.00 and $24.16 earlier. The stock had closed at $22.11 previously, with around 2.0 million shares changing hands so far. The move came after several insider disclosures. A Form 4 filing revealed director Srinivas Akkaraju purchased 588,235 shares at $17 each on Jan. 9, mostly via an investment fund. Another Form 4 showed director and 10% owner James B. Tananbaum acquired 411,764 shares at the same $17 price on Jan. 8 through Foresite-related funds. (SEC) Why
14 January 2026
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Applied Materials stock drops despite Stifel’s $340 target hike — what AMAT investors watch next

Applied Materials stock drops despite Stifel’s $340 target hike — what AMAT investors watch next

New York, Jan 14, 2026, 11:55 ET — Regular session Applied Materials (AMAT.O) slipped 1.8%, hitting $299.25 by midday Wednesday, despite Stifel lifting its price target from $250 to $340. Stifel analyst Brian Chin cited “bullish” field checks in recent weeks and now projects wafer fab equipment (WFE) spending to rise 10%-15% in calendar 2026. (TipRanks) The stock slid along with the sector following a sharp rally that had turned Applied into a favored proxy for the next wave of chipmaking investment. This is significant now as analysts boost their 2026 spending forecasts while the stock hits fresh highs. The
14 January 2026
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Transocean (RIG) stock rises as oil adds risk premium — what traders are watching next

Transocean (RIG) stock rises as oil adds risk premium — what traders are watching next

New York, January 14, 2026, 11:27 EST — Regular session Transocean Ltd shares climbed 1.4% to $4.35 on Wednesday, buoyed by strength across offshore drillers following a rise in oil prices. Valaris edged up 0.7%, while Noble rose 3.5%. This shift is significant since offshore drillers often act like a leveraged play on crude prices and upstream spending. When oil prices rise, investors begin factoring in more stable drilling budgets and an uptick in contract awards, even if the cash flow arrives down the line. That “later” is where the challenge lies. Deepwater projects run on long cycles, and contracts
14 January 2026
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Oracle stock slides 4% today despite UK Defence cloud pact; KeyBanc flags ORCL as “undervalued”

Oracle stock slides 4% today despite UK Defence cloud pact; KeyBanc flags ORCL as “undervalued”

New York, Jan 14, 2026, 11:05 EST — Regular session underway. Oracle shares dropped roughly 4% on Wednesday, despite the company announcing a new cloud deal with Britain’s Ministry of Defence and a positive analyst note aiming to support the stock. The shares slipped 4.1% to $194.09, following a close of $202.29 on Tuesday. This move is significant because Oracle’s stock has been behaving more like a vote on major cloud investments than just a steady database play. Shares dropped last month after the company missed its quarterly forecasts and warned of much higher spending, raising fresh questions about the
14 January 2026
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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.
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