Today: 4 July 2026
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NASDAQ:GOOGL 3 January 2026 - 8 January 2026

Dow Futures Slip After Jobless Claims; Trump’s $1.5 Trillion Pentagon Talk Lifts Defense Stocks

Dow Futures Slip After Jobless Claims; Trump’s $1.5 Trillion Pentagon Talk Lifts Defense Stocks

U.S. stock index futures slipped on Thursday, cooling after the S&P 500 and Dow briefly touched fresh highs a day earlier, while defense shares jumped on new budget talk from President Donald Trump. Futures contracts, which track expected moves in the cash indexes, showed the Dow, Nasdaq 100 and S&P 500 down about 0.4%, 0.3% and 0.2% in premarket trading. Alphabet was up nearly 1% after overtaking Apple for No. 2 in market capitalization — the market value of its shares — with Apple down more than 1%. Investopedia On Wednesday, the S&P 500 fell 0.34% to 6,920.93 and the Dow slid 0.94% to 48,996.08, ending lower after intraday record highs, while the Nasdaq gained 0.16% to 23,584.28 as investors rotated back into AI names. “Investors have come into 2026 with a similar playbook to last year: Buy tech and forget about it,” said Jake Dollarhide, chief executive of Longbow Asset Management. The S&P 500 is trading at about 22 times expected earnings, above its five-year average of 19, LSEG data show. Reuters
Dow, S&P 500 futures dip as Trump policy headlines bite and jobs report looms; Samsung flags record AI-chip profit

Dow, S&P 500 futures dip as Trump policy headlines bite and jobs report looms; Samsung flags record AI-chip profit

U.S. stock index futures slipped on Thursday morning as investors turned cautious ahead of Friday’s U.S. jobs report, while defense shares jumped after President Donald Trump called for a $1.5 trillion military budget in 2027. At 05:08 a.m. ET, Dow futures were down 0.30%, S&P 500 futures fell 0.22% and Nasdaq 100 futures eased 0.31%; RTX gained 4.9% in premarket trading and Lockheed Martin climbed 7.2%. “While details are unclear and implementation cumbersome, a move towards more government intervention would create uncertainty and add to some risk premium in the markets,” said Mohit Kumar, an economist at Jefferies. Reuters The early pullback comes after a strong start to 2026 for risk assets, but traders are still treating geopolitics as a live wire — from Venezuela’s oil flows to talk around Greenland — and the market has started to price a little more noise. European aerospace and defense stocks hit fresh highs, oil clawed back above $60 a barrel and Wall Street futures softened. “What investors are realising is that the threat of geopolitics is not going away,” said Peter McLean, head of multi-asset portfolio solutions at Stonehage Fleming Investment Management. Reuters
Wall Street jolted by Trump buyback, home-buying moves; S&P 500 slips, Nasdaq steadied by AI

Wall Street jolted by Trump buyback, home-buying moves; S&P 500 slips, Nasdaq steadied by AI

U.S. stocks slipped on Wednesday, with the S&P 500 and Dow closing lower after touching record highs earlier in the session as President Donald Trump’s policy shots hit defense and housing-related shares. The Nasdaq ended slightly higher as investors returned to AI, or artificial intelligence, heavyweights including Nvidia and Alphabet. The S&P 500 fell 0.34% to 6,920.93, the Nasdaq rose 0.16% to 23,584.28 and the Dow dropped 0.94% to 48,996.08. The retreat comes with earnings season weeks away and valuations already stretched. The S&P 500 is trading about 22 times expected earnings — a common gauge of how much investors pay for each dollar of profit — above its five-year average of 19, LSEG data show. In a Reuters Trading Day column, strategists pointed to forecasts for near 10% returns in 2026, but warned that pricey markets often lag cheaper peers.
Dow Jones falls from intraday record as Trump policy moves hit financials; jobs report next

Dow Jones falls from intraday record as Trump policy moves hit financials; jobs report next

NEW YORK, January 7, 2026, 17:25 EST — After-hours The Dow Jones Industrial Average fell 466 points, or 0.94%, to 48,996.08 on Wednesday, retreating from an intraday record as Trump policy comments hit financials and defense shares. JPMorgan dropped 2.3% after Wolfe Research downgraded it to “peer perform” from “outperform,” and “Rumors that the AI trade was done turned out not to be true,” said Jake Dollarhide of Longbow Asset Management, as Nvidia and Alphabet helped the Nasdaq end up 0.16%. Reuters
Apple stock dips as Alphabet briefly overtakes it in market value, with chip costs in focus

Apple stock dips as Alphabet briefly overtakes it in market value, with chip costs in focus

New York, Jan 7, 2026, 16:02 EST — After-hours Apple Inc shares fell 0.7% to $260.53 in late regular trade on Wednesday, still below their 52-week high of $288.62, with about 56 million shares changing hands. The dip left the iPhone maker briefly behind Alphabet as the No. 2 U.S. company by market value, trailing Nvidia, according to reports. Barron's
Uber stock price forecast: Robotaxi debut, analyst targets and the next catalysts for UBER

Uber stock price forecast: Robotaxi debut, analyst targets and the next catalysts for UBER

New York, January 7, 2026, 15:28 EST — Regular session Uber Technologies shares rose 0.7% to $86.10 on Wednesday after Uber and partners Lucid and Nuro debuted a production-intent robotaxi at CES, the Consumer Electronics Show, in Las Vegas. Uber, which sold its self-driving unit to Aurora Innovation in 2020, has since leaned on partnerships to bring robotaxis onto its app. The stock traded between $85.16 and $87.73.
Uber stock jumps nearly 6% as CES robotaxi reveal with Lucid, Nuro lifts shares

Uber stock jumps nearly 6% as CES robotaxi reveal with Lucid, Nuro lifts shares

New York, January 6, 2026, 18:36 EST — After-hours Uber Technologies, Inc. shares rose $4.79, or 5.9%, to $85.54 in late trade on Tuesday after the ride-hailing company and partners Lucid Group and Nuro unveiled a production-intent robotaxi at CES. The stock traded between $80.85 and $85.64 on the day, and about 27.5 million shares changed hands.
Uber stock jumps after CES robotaxi debut with Lucid, Nuro as AV race heats up

Uber stock jumps after CES robotaxi debut with Lucid, Nuro as AV race heats up

New York, Jan 6, 2026, 12:56 EST — Regular session Uber Technologies’ shares rose about 5% to $84.93 in midday trading on Tuesday after it and partners Lucid Group and Nuro unveiled a production-intent robotaxi at the CES tech show in Las Vegas. The vehicle uses Nuro’s Level 4 system — meaning it can drive itself in limited areas without a human — and runs on Nvidia’s DRIVE AGX Thor computer, the companies said. Uber, which sold its self-driving unit to Aurora Innovation in 2020, said testing began in December ahead of a planned launch in the San Francisco Bay Area later this year, as Alphabet’s Waymo and Tesla expand their own robotaxi efforts. Reuters
CoreWeave stock falls as Truist starts CRWV at Hold; Nvidia Rubin plan sharpens focus on AI capex

CoreWeave stock falls as Truist starts CRWV at Hold; Nvidia Rubin plan sharpens focus on AI capex

New York, January 6, 2026, 12:24 ET — Regular session CoreWeave shares fell 3.5% to $74.15 in midday trading on Tuesday after Truist Securities initiated coverage of the AI cloud infrastructure provider at “Hold” with an $84 price target, citing the company’s leverage and heavy capital spending needs. The company counts OpenAI, Microsoft, Meta and Google among customers, according to Truist.
AI ETFs before the bell: Nvidia CES chip push lifts funds as bubble warnings linger

AI ETFs before the bell: Nvidia CES chip push lifts funds as bubble warnings linger

NEW YORK, Jan 6, 2026, 06:40 EST — Premarket AI-focused exchange-traded funds — baskets of stocks that trade like a single share — were mostly higher in U.S. premarket trading on Tuesday after Nvidia laid out fresh details on its next-generation AI chips at the CES tech show in Las Vegas. Roundhill’s Generative AI & Technology ETF rose about 0.7% and Global X’s Artificial Intelligence & Technology ETF gained about 1.1%. Reuters
CoreWeave stock (CRWV) slips after hours as Nvidia Rubin rollout plan lands

CoreWeave stock (CRWV) slips after hours as Nvidia Rubin rollout plan lands

New York, January 5, 2026, 19:14 — After-hours CoreWeave shares fell 3.1% to $76.86 in after-hours trading on Monday, after a volatile session that saw the stock trade between $76.35 and $84.44 on volume of about 27 million shares. The AI cloud provider said it will add Nvidia’s Rubin platform to its cloud and expects to be among the first to deploy it in the second half of 2026. “Workloads like drug discovery, climate modeling, and advanced robotics demand both cutting-edge compute and the ability to run it reliably at scale,” said Dan O’Brien, president and COO of The Futurum Group. CoreWeave
Uber stock gets a sell call as robotaxi race heats up in 2026

Uber stock gets a sell call as robotaxi race heats up in 2026

Uber Technologies shares were up about 1.4% in premarket trading on Monday. Melius Research cut the ride-hailing and delivery company’s rating to sell and set a $73 price target, below the stock’s last trade at $82.86. The firm cited rising competition from autonomous-vehicle, or AV, developers such as Tesla and Alphabet’s Waymo. Investing.com India The call lands as investors start 2026 trying to pin down when robotaxis — self-driving taxis — move from pilots to scaled services. Uber’s model depends on the take rate, the percentage of gross bookings it keeps from each trip, and autonomy could reshape that split.
Microsoft stock slips premarket as MSFT heads into jobs data and Jan. 28 earnings

Microsoft stock slips premarket as MSFT heads into jobs data and Jan. 28 earnings

New York, January 5, 2026, 05:54 EST — Premarket Microsoft shares fell about 2.2% in premarket trading on Monday to $472.94, while the Invesco QQQ Trust — a widely used proxy for the Nasdaq 100 — slipped 0.2%. The move values Microsoft at roughly $3.85 trillion, with the stock trading at about 37 times trailing earnings, a valuation that can amplify swings when interest-rate expectations shift.
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Stock Market Today

  • National Grid (LSE:NG.) Near Fair Value as $1.75B AI Power Deal Weighed
    July 4, 2026, 8:06 AM EDT. National Grid (LSE:NG.) has returned 84.4% over five years, but the stock now sits close to its DDM-calculated fair value of £12.79 a share-just 2.7% above the market. That DDM assumes 3.4% dividend growth. The recent $1.75 billion move into AI data center power via Joulent is intended to grow cash flow long term, but it brings extra capital risk. With market multiples and a 4/6 valuation score, the stock's pricing looks mixed. Investors face modest upside and fresh investment outlays against the recent rally.
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