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Stock Market News 15 January 2026

Applied Materials stock jumps today as TSMC lifts 2026 capex and Barclays upgrades AMAT

Applied Materials stock jumps today as TSMC lifts 2026 capex and Barclays upgrades AMAT

Applied Materials surged 7.8% to $325.41 Thursday after TSMC raised its 2026 capital spending outlook to up to $56 billion, far above forecasts. Barclays upgraded Applied to “overweight” and Stifel raised its price target, citing stronger chip equipment demand. U.S. chip tool stocks rallied broadly. Applied warned that tighter U.S. export rules could cut $600 million from 2026 revenue.
15 January 2026
Why Eli Lilly stock is down today: FDA pushes obesity pill decision to April 10

Why Eli Lilly stock is down today: FDA pushes obesity pill decision to April 10

Eli Lilly shares fell 4.7% to $1,022.50 after Reuters reported the FDA delayed its decision on the company’s experimental weight-loss pill to April 10. Strive Specialties sued Lilly and Novo Nordisk in Texas, alleging anticompetitive practices tied to GLP-1 drugs. Novo Nordisk shares dropped 3.6%. Investors await Lilly’s Feb. 4 earnings for updates on the pill’s timeline and legal risks.
15 January 2026
Rivian stock slips again as UBS turns bearish — Wall Street tests the R2 and autonomy story

Rivian stock slips again as UBS turns bearish — Wall Street tests the R2 and autonomy story

Rivian shares slipped 1.1% to $17.32 Thursday morning after analyst downgrades from Wolfe Research and UBS, which cited concerns over autonomy timelines and valuation. The stock has fallen 7.2% since Wednesday’s close. Rivian named Greg Revelle chief customer officer ahead of the R2 SUV launch, with first deliveries expected in the first half of 2026. Fourth-quarter and full-year results are due Feb. 12.
IREN stock slips as broker trims forecasts but keeps $80 target

IREN stock slips as broker trims forecasts but keeps $80 target

IREN shares fell 0.5% to $52.61 Thursday after H.C. Wainwright cut near-term earnings forecasts but kept a Buy rating and $80 target. Bitcoin dropped 0.8%, pressuring crypto-linked stocks. IREN’s AI push includes a $9.7 billion Microsoft deal and a $5.8 billion Dell supply agreement, both tied to GPU data center expansion in Texas. Delays in execution could trigger penalties, according to recent filings.
15 January 2026
Salesforce stock drops as Wolfe sticks with $350 target, but AI anxiety still weighs on CRM

Salesforce stock drops as Wolfe sticks with $350 target, but AI anxiety still weighs on CRM

Salesforce shares fell 1.6% to $235.78 late Thursday morning, underperforming gains in major U.S. stock indexes. Wolfe Research reiterated an Outperform rating and $350 price target after Salesforce’s Agentforce World Tour in Boston. Salesforce is rolling out new AI features in Slack and announced a health care software win with Spain’s Adamed Laboratorios. The stock is still recovering from a 6.5% drop earlier in the week.
Rutland MP says council ignored locals, presses minister for Rutland-Stamford reform meeting

Rutland MP says council ignored locals, presses minister for Rutland-Stamford reform meeting

MP Alicia Kearns urged ministers to intervene after Rutland County Council advanced a local government reform plan she says most residents oppose. Survey data cited by Kearns showed 45% favored a South Lincolnshire partnership, while a third rejected joining Leicestershire. Local government minister Alison McGovern said she is willing to meet MPs to discuss the dispute. The council did not comment.
15 January 2026
TSMC sparks chip-stock surge as Wall Street rebounds on bank earnings

TSMC sparks chip-stock surge as Wall Street rebounds on bank earnings

U.S. stocks rebounded Thursday, led by gains in chipmakers after TSMC projected 30% revenue growth for 2026 and posted record quarterly profit. The Dow rose 146 points, the S&P 500 gained 40, and the Nasdaq climbed 197 in early trading. Jobless claims dropped to 198,000, supporting optimism for rate cuts. Morgan Stanley and Goldman Sachs both beat profit forecasts on strong deal activity.
Intel stock hits $49.78 52-week high as KeyBanc flags “sold out” AI server chips

Intel stock hits $49.78 52-week high as KeyBanc flags “sold out” AI server chips

Intel shares hit a 52-week high of $49.78 on Thursday after KeyBanc upgraded both Intel and AMD, citing surging AI-driven server chip demand. Analyst John Vinh reported Intel is nearly sold out of 2026 server CPU capacity and highlighted improved manufacturing yields. KeyBanc set price targets of $60 for Intel and $270 for AMD. Neither Intel nor Apple commented on reports of a new supply deal.

Stock Market Today

Amazon stock (AMZN) slides on $200 billion AI capex plan — what Wall Street watches next week

Amazon stock (AMZN) slides on $200 billion AI capex plan — what Wall Street watches next week

7 February 2026
Amazon shares fell 5.6% to $210.32 on Friday after the company forecast 2026 capital spending would jump to $200 billion, up more than 50% from 2025. The drop came as the Dow closed above 50,000 for the first time. Amazon reported fourth-quarter net sales up 14% to $213.4 billion and operating income at $25 billion. Trading in Amazon was volatile, with 179 million shares changing hands.
Bitcoin price wobbles below $69,000 on weekend — what matters before Monday’s reopen

Bitcoin price wobbles below $69,000 on weekend — what matters before Monday’s reopen

7 February 2026
Bitcoin fell 1.1% to $68,917 Saturday after volatile trading, while Ether held near $2,036. U.S. spot bitcoin ETFs saw $330.7 million in net inflows on Feb. 6, reversing outflows the previous day. Strategy shares rebounded after hitting a low of $111.27 Thursday. Traders are watching Monday’s U.S. market open and the upcoming inflation report for direction.
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