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NASDAQ:MSFT News 2 January 2026 - 6 January 2026

IREN Limited stock jumps 13% as bitcoin rallies — here’s what to watch next

IREN Limited stock jumps 13% as bitcoin rallies — here’s what to watch next

New York, Jan 5, 2026, 18:38 EST — After-hours IREN Limited (IREN.O) shares climbed about 13% on Monday and were last trading around $48.24 in late U.S. dealings, outpacing most crypto-linked peers. The move matters because IREN has become a high-beta proxy for two volatile themes at once: bitcoin mining and the buildout of artificial-intelligence data centers. When bitcoin jumps and enthusiasm returns to AI infrastructure, the stock tends to react sharply. The rally also comes as investors scrutinize which miners can fund expansion without diluting shareholders, and which AI “power-to-compute” operators can secure chips and grid capacity fast enough
6 January 2026
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Microsoft stock: MSFT steadies after Osmos deal to boost Fabric’s agentic AI data tools

Microsoft stock: MSFT steadies after Osmos deal to boost Fabric’s agentic AI data tools

New York, January 5, 2026, 16:46 EST — After-hours Microsoft said on Monday it will acquire Osmos, an “agentic AI” data engineering platform, adding automation features to its Microsoft Fabric analytics product. Microsoft shares ended down 0.02% at $472.85 and were little changed in after-hours trading. The Official Microsoft Blog The move matters now because enterprises are trying to turn large pools of data into something usable for analytics and artificial intelligence, and data preparation is often the slowest step. Microsoft is betting that more automation inside Fabric can help keep customers on its stack as they build AI workloads.
5 January 2026
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Microsoft stock slides as AI-inflation worries resurface; what MSFT investors watch next

Microsoft stock slides as AI-inflation worries resurface; what MSFT investors watch next

New York, Jan 5, 2026, 09:36 EST — Regular session Microsoft Corp shares fell 2.2% to $472.94 in early trading on Monday, extending a shaky start to 2026 for the software heavyweight. The stock trades at about 37 times earnings, leaving little room for disappointment if rate expectations shift again. The drop put Microsoft among early drags in big tech as investors re-tested the “AI trade” that powered much of last year’s gains. The concern now is less about demand and more about the price tag. A Reuters report on Monday flagged a growing worry among money managers: the AI
5 January 2026
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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 (MSFT) shares fell about 2.2% in premarket trading on Monday to $472.94, while the Invesco QQQ Trust (QQQ) — 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. The pullback comes as markets head into a data-heavy week that investors see as critical for the outlook on U.S. interest rates. “The market is looking for direction,” said Matthew Maley, chief
5 January 2026
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Microsoft stock drops 2% to start 2026 — what could move MSFT next week

Microsoft stock drops 2% to start 2026 — what could move MSFT next week

NEW YORK, Jan 4, 2026, 16:16 ET — Market closed Microsoft Corp shares slipped on Friday, falling 2.21% to close at $472.94 after trading between $470.19 and $487.15. The drop matters because Microsoft is one of the biggest weights in U.S. equity indexes and a bellwether for the “AI trade,” shorthand for bets that artificial intelligence will drive a new leg of growth. That makes the stock particularly sensitive to shifts in interest-rate expectations. Higher rates tend to pressure richly valued growth names because they reduce the present value of profits expected further out. Friday’s tape underscored the split. The
4 January 2026
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Nvidia stock starts 2026 higher — CES keynote and jobs report set next test for AI shares

Nvidia stock starts 2026 higher — CES keynote and jobs report set next test for AI shares

NEW YORK, Jan 4, 2026, 12:49 ET — Market closed Nvidia shares closed up 1.2% on Friday at $188.85, helping chipmakers lead Wall Street’s first trading day of 2026. The next read on the AI trade comes when U.S. markets reopen on Monday. Reuters The move matters because chip stocks have become a fast way for investors to express a view on AI infrastructure spending — the servers, chips and networking that power AI systems. Friday’s rebound followed a late-December stumble that left markets without the typical “Santa Claus rally” into year-end. Reuters The calendar is packed early. Nvidia CEO
4 January 2026
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Microsoft stock slid Friday — here’s what could move MSFT next week

Microsoft stock slid Friday — here’s what could move MSFT next week

NEW YORK, Jan 4, 2026, 09:28 ET — Market closed Microsoft Corp shares closed down 2.21% at $472.94 on Friday, the last trading day before U.S. markets shut for the weekend. Investing The decline matters as Wall Street enters 2026 looking for direction after a three-year run of double-digit gains in major indexes, with megacap tech again setting the tone for the Nasdaq. Reuters Joe Mazzola, head of trading and derivatives strategist at Charles Schwab, told Reuters that “investors might be a little bit more conscious about some of the valuations that they’re paying for some of the AI plays.”
4 January 2026
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Apple stock today: AAPL slips on Raymond James caution as Wall Street weighs rates and earnings

Apple stock today: AAPL slips on Raymond James caution as Wall Street weighs rates and earnings

NEW YORK, January 4, 2026, 06:20 ET — Market closed Apple Inc shares slipped about 0.3% to $271.01 on Friday after Raymond James restarted coverage with a neutral view on valuation. U.S. markets are closed on Sunday, leaving Apple last seen trading between $269.12 and $277.69 on roughly 37.8 million shares. The call lands as investors reset positions for 2026, with mega-cap technology again under a microscope after last year’s run lifted valuations across the sector. Apple’s size in major indexes can amplify sentiment, even when the tape is quiet. Rate expectations are the other moving piece. Tech stocks tend
4 January 2026
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Reddit stock jumps as Needham calls it the “new homepage” for AI answers

Reddit stock jumps as Needham calls it the “new homepage” for AI answers

NEW YORK, Jan 3, 2026, 16:19 ET — Market closed Reddit Inc. shares rose 5.3% in the last U.S. session, ending at $241.89 on Friday as investors leaned into a bullish analyst view that the platform is becoming a key “citation” source in AI-driven search. Investing The move matters now because the market is trying to price who wins as consumers shift from traditional search links to AI-generated answers — the short summaries produced by large language models (LLMs), the systems behind chatbots and AI search features. If Reddit is cited frequently, bulls argue it can monetize the attention through
3 January 2026
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Big Tech stocks end first session of 2026 mixed as Tesla slides on deliveries, chips rebound

Big Tech stocks end first session of 2026 mixed as Tesla slides on deliveries, chips rebound

NEW YORK, Jan 3, 2026, 12:42 ET — Market closed Big Tech stocks started 2026 on a split note on Friday, with Tesla’s drop after its delivery report offsetting strength in chipmakers led by Nvidia. Reuters The mixed tape matters now because megacap tech has an outsized pull on the Nasdaq and S&P 500, and investors are using the year’s opening sessions to reset exposure after a volatile end to 2025. Reuters It also comes with rates in focus. Treasury yields rose on the day, a headwind for high-valuation growth stocks because higher yields can make future profits worth less
3 January 2026
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Wall Street kicks off 2026 higher as chipmakers rally, Tesla slides on deliveries

Wall Street kicks off 2026 higher as chipmakers rally, Tesla slides on deliveries

NEW YORK, Jan 3, 2026, 11:55 ET — Market closed The Dow rose 319.10 points, or 0.66%, to 48,382.39 on Friday and the S&P 500 added 0.19% to 6,858.47, while the Nasdaq slipped 0.03% to 23,235.63, as Wall Street opened 2026 with gains in chipmakers and industrials. Joe Mazzola, head of trading and derivatives strategy at Charles Schwab, said investors have adopted a “buy the dip, sell the rip” mentality. Reuters The first session of the year offered an early test of risk appetite after a holiday-thin stretch that left markets searching for direction. Investors are weighing whether a still-resilient
3 January 2026
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Meta stock slips to start 2026 as rates rise; traders eye earnings timing

Meta stock slips to start 2026 as rates rise; traders eye earnings timing

NEW YORK, Jan 3, 2026, 09:48 ET — Market closed Meta Platforms shares fell about 1.4% on Friday to close at $650.41, ending the first trading day of 2026 on the back foot. The stock traded between $643.58 and $666.10, with about 13.7 million shares changing hands. The move matters now because investors are re-pricing megacap growth stocks as bond yields drift higher. The benchmark 10-year U.S. Treasury yield ended around 4.19% on Friday as traders looked ahead to next week’s labor-market data and other delayed economic releases, Reuters reported. Reuters U.S. stocks finished mixed, with the Nasdaq edging down
3 January 2026
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Microsoft stock slides on Brazil antitrust probe into cloud licensing — what investors watch next

Microsoft stock slides on Brazil antitrust probe into cloud licensing — what investors watch next

NEW YORK, Jan 3, 2026, 09:33 ET — Market closed Microsoft (MSFT.O) shares ended down 2.21% on Friday after Brazil’s antitrust watchdog opened a probe into the company’s corporate software and cloud computing practices. The stock finished at $472.94, and U.S. markets are closed on Saturday. Terra The investigation puts cloud licensing — the rules and prices for using Microsoft software on different cloud platforms — back in focus as investors size up regulatory risks alongside growth. It also lands as megacap tech valuations remain sensitive to changes in interest-rate expectations. Those expectations may get tested quickly. U.S. employment data
3 January 2026
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Amazon stock drops nearly 2% to $226 as 2026 opens — what investors are watching next

Amazon stock drops nearly 2% to $226 as 2026 opens — what investors are watching next

NEW YORK, January 3, 2026, 06:59 ET — Market closed Amazon.com (AMZN.O) shares ended Friday down 1.9% at $226.50, slipping on the first trading day of 2026 even as the broader market steadied. The stock traded between $224.71 and $235.39, with about 51.5 million shares changing hands. The decline matters now because investors are testing risk appetite at the start of the year, when portfolios often get reshuffled and crowded trades can unwind quickly. Amazon sits in the middle of two big themes — consumer spending and cloud computing — that tend to react fast to changes in the interest-rate
3 January 2026
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Microsoft stock drops more than 2% to start 2026 as investors trim megacap tech exposure (MSFT)

Microsoft stock drops more than 2% to start 2026 as investors trim megacap tech exposure (MSFT)

NEW YORK, Jan 2, 2026, 16:08 ET — After-hours Microsoft (MSFT.O) shares fell about 2.4% on Friday to $472.24, after trading as high as $487.15 and as low as $470.19. Volume was about 19.6 million shares in a holiday-thinned session. The drop put Microsoft on the back foot on the first trading day of 2026, a period when portfolio managers often rebalance holdings and lock in gains after year-end. After-hours trading is the session after the 4 p.m. close, when volumes are typically thinner and prices can move more abruptly. Why it matters now: Microsoft is one of the market’s
2 January 2026
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Dow Jones today: Caterpillar, Boeing lift blue chips as investors eye jobs report and Fed path

Dow Jones today: Caterpillar, Boeing lift blue chips as investors eye jobs report and Fed path

NEW YORK, Jan 2, 2026, 13:36 ET — Regular session The Dow Jones Industrial Average was up 78.93 points, or 0.16%, at 48,142.22 in early afternoon trading on Friday, after swinging between 47,853.04 and 48,275.63. Investing The muted rise matters because it is the first full trading session of 2026, and Wall Street is trying to steady after a late-December slide. Investors are also recalibrating expectations for interest rates after the market’s year-end “Santa Claus rally” — a seasonal tendency for stocks to rise into early January — failed to gain traction. Traders are now looking to next week’s U.S.
2 January 2026
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Microsoft stock vs Alphabet stock: Why 2026 is the real AI monetization test

Microsoft stock vs Alphabet stock: Why 2026 is the real AI monetization test

NEW YORK, Jan 2, 2026, 10:49 ET Microsoft shares were down about 1.6% at $475.69 in late-morning trade on Friday, while Alphabet rose about 0.7% to $315.20. Microsoft’s market value stood near $3.85 trillion versus roughly $2.94 trillion for Alphabet, with Microsoft trading at about 37 times earnings compared with Alphabet at roughly 24 times. The moves come as investors start 2026 still leaning into big technology names after an AI-led rally in 2025. The S&P 500 gained 16.39% last year and Alphabet jumped 65%, helping make the communication services sector the index’s best performer, Reuters reported. Reuters U.S. stocks
2 January 2026
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AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

NEW YORK, January 2, 2026, 10:13 ET — Regular session Nvidia shares rose 2.9% to $191.93 on Friday after Reuters reported the AI chipmaker had approached Taiwan Semiconductor Manufacturing Co about ramping up production of its H200 graphics processing units (GPUs), chips used to train and run AI models. Sources told Reuters Chinese technology companies have ordered more than 2 million H200 chips for delivery in 2026, far above Nvidia’s current inventory of about 700,000 units. The report said TSMC was expected to start work on expanded output in the second quarter, but Chinese authorities have yet to greenlight any
2 January 2026
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Microsoft stock slips early as big tech softens; Wedbush flags FY26 as AI “inflection year”

Microsoft stock slips early as big tech softens; Wedbush flags FY26 as AI “inflection year”

NEW YORK, Jan 2, 2026, 09:37 ET — Regular session Microsoft shares fell 0.8% to $483.62 on Friday, extending a softer tone across megacap technology stocks as the first U.S. session of 2026 got underway. The move matters because Microsoft is one of the market’s biggest companies by value, and its swings can ripple through the major indexes. Investors are resetting positioning after a year shaped by artificial intelligence optimism and shifting expectations for interest rates. Reuters Microsoft is also a bellwether for corporate technology budgets, with its Azure cloud business closely watched for signs of whether companies are moving
2 January 2026
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Amazon stock today: AMZN slips as 2026 kicks off, with AI spending and Fed bets in focus

Amazon stock today: AMZN slips as 2026 kicks off, with AI spending and Fed bets in focus

NEW YORK, January 2, 2026, 09:41 ET — Regular session Amazon.com, Inc. shares (AMZN) fell 0.7% to $230.82 in early trading on Friday. The stock is one of the “Magnificent Seven” — a group of the biggest U.S. tech-related companies — that helped drive a third straight year of double-digit gains for the broader market in 2025 on AI optimism and lower interest rates. “Everything firing on all cylinders” is needed for another strong year, Sam Stovall, chief investment strategist at CFRA, said in a Reuters report. Reuters Traders are also resetting expectations for the Federal Reserve after a series
2 January 2026
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Stock Market Today

Nu stock jumps to $17.40 as traders eye Nubank’s next catalyst

Nu stock jumps to $17.40 as traders eye Nubank’s next catalyst

7 February 2026
Nu Holdings shares climbed 3.5% to $17.40 Friday, reversing Thursday’s loss, as the Dow closed above 50,000 for the first time. Nu recently received conditional approval from U.S. regulators to form a national bank, but still needs further sign-offs before launching. The company manages $38.8 billion in deposits and reports earnings Feb. 25.
MARA stock jumps 22% into weekend as bitcoin whipsaws; Monday risk test looms

MARA stock jumps 22% into weekend as bitcoin whipsaws; Monday risk test looms

7 February 2026
MARA shares jumped 22.4% to $8.24 Friday, trading higher after hours, as the company moved $87 million in bitcoin to major custodians. About 82.4 million MARA shares changed hands. Bitcoin hovered near $68,928 Saturday. A MARA filing showed its general counsel had shares withheld for taxes on vested stock units, not an open market sale.
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