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Stock Market News 14 January 2026

Nvidia stock falls as China blocks H200 AI chips despite U.S. export approval

Nvidia stock falls as China blocks H200 AI chips despite U.S. export approval

Nvidia shares fell 2.2% to $181.77 after reports that China blocked imports of its H200 AI chip, despite a recent U.S. export approval. Chinese officials warned domestic tech firms against buying the chips, while exemptions for research use are under discussion. The move drew criticism in Washington and rattled chip sector stocks. Investors are watching for further signals from Beijing and Nvidia’s Feb. 25 results.
Silver price breaks $90 and SLV jumps in New York: what silver-stock traders watch next

Silver price breaks $90 and SLV jumps in New York: what silver-stock traders watch next

Spot silver surged past $90 an ounce for the first time, jumping 5.6% to $91.80 by late morning in New York. iShares Silver Trust rose 5.4%, while Hecla Mining slipped 1.9%. Gold and copper also hit record highs as weaker U.S. inflation data fueled bets on Federal Reserve rate cuts. Treasury yields and the dollar fell after delayed retail and producer price data.
Structure Therapeutics stock jumps as Novo deal talk lifts obesity-drug names

Structure Therapeutics stock jumps as Novo deal talk lifts obesity-drug names

Structure Therapeutics (GPCR) shares surged 7.5% to $83.76 Wednesday on over 1 million shares traded, fueled by buyout speculation and renewed interest in oral obesity drugs. Novo Nordisk executives signaled openness to acquisitions, while Structure reported Phase 2b data showing its oral GLP-1 drug aleniglipron led to 11.3% placebo-adjusted weight loss at 36 weeks. Viking Therapeutics and Terns Pharmaceuticals also rose sharply.
Bitcoin price jumps near $97,000 as Senate crypto bill and Fed rate bets lift Coinbase, Strategy stocks

Bitcoin price jumps near $97,000 as Senate crypto bill and Fed rate bets lift Coinbase, Strategy stocks

Bitcoin rose 3.5% to $96,839 Wednesday, lifting U.S.-listed crypto stocks in New York trading. U.S. inflation data showed CPI up 0.3% in December and 2.7% year over year. Senators introduced draft legislation on crypto regulation as spot bitcoin ETFs saw $753.8 million in net inflows Tuesday. U.S. stocks dipped and Treasury yields slipped after retail sales and producer price data.
Infosys stock jumps nearly 9% after INFY lifts FY26 outlook — what investors watch next

Infosys stock jumps nearly 9% after INFY lifts FY26 outlook — what investors watch next

Infosys’ U.S. shares jumped 8.9% to $19.08 after the company raised its fiscal 2026 revenue growth outlook to 3.0%-3.5% and reported $5.099 billion in quarterly revenue. Net profit in India fell 2.2% due to a one-time charge. Large deal wins totaled $4.8 billion. Bank of America raised its price target to $20.50, citing stronger growth in key sectors.
Gold price today: record above $4,600 lifts GLD stock as Fed cut bets grow

Gold price today: record above $4,600 lifts GLD stock as Fed cut bets grow

Spot gold hit a record $4,641.40 an ounce Wednesday, with silver also reaching a new high at $92.23, as traders bet on U.S. rate cuts after inflation data. The core Consumer Price Index rose 0.2% in December and 2.6% year-over-year. Retail sales and producer prices both rose more than expected. The Federal Reserve is expected to hold rates steady at its Jan. 27-28 meeting.
CompoSecure stock jumps on $2.5 billion refinancing, GPGI ticker switch ahead

CompoSecure stock jumps on $2.5 billion refinancing, GPGI ticker switch ahead

CompoSecure shares rose about 8% Wednesday after the company announced a $900 million private placement of senior secured notes due 2033 with a 5.625% coupon and a $1.2 billion term loan. The company also confirmed its acquisition of Husky Technologies and will rebrand, trading as “GPGI” from Jan. 23. The Husky deal included $688.7 million in cash and nearly 55 million Class A shares.
14 January 2026
Cogent Biosciences (COGT) stock jumps as FDA filing timeline sharpens — what investors watch next

Cogent Biosciences (COGT) stock jumps as FDA filing timeline sharpens — what investors watch next

Cogent Biosciences shares climbed about 8% Wednesday after the company set a 2026 timetable for U.S. filings of its lead drug, bezuclastinib. Cogent expects FDA acceptance of its first application by the end of February and aims for a possible commercial launch in the second half of 2026. The stock traded at $38.17 midday. The company began the year with about $900 million in cash.
14 January 2026
Viking Therapeutics stock jumps 11% as CEO flags broader appetite for obesity-drug deals

Viking Therapeutics stock jumps 11% as CEO flags broader appetite for obesity-drug deals

Viking Therapeutics shares surged about 11% to $34.06 by early afternoon Wednesday amid renewed speculation of a deal in obesity drugs. CEO Brian Lian said more companies are “circling around the space” at the J.P. Morgan healthcare conference. Viking reported Phase 2 trial data for VK2735 showing up to 14.7% weight loss after 13 weeks. No official deals have been announced.
14 January 2026
Lumentum stock slides 8% in afternoon trade as tech pulls back; Feb. 3 earnings ahead

Lumentum stock slides 8% in afternoon trade as tech pulls back; Feb. 3 earnings ahead

Lumentum Holdings shares fell 8.1% to $331.93 Wednesday, deepening losses for the Nasdaq-listed optical components maker. The stock swung from an intraday high of $363 to a low of $331.56. Other optics and data-center hardware stocks also declined, including Coherent, Ciena, Arista Networks, and Credo Technology. Lumentum will report fiscal Q2 earnings on Feb. 3 after the market closes.
KLA stock slips despite fresh Wall Street upgrades — here’s what’s driving KLAC now

KLA stock slips despite fresh Wall Street upgrades — here’s what’s driving KLAC now

KLA shares fell 1.7% to $1,417.18 in early afternoon trading Wednesday, tracking a broader decline in chip stocks. The drop came despite new analyst upgrades and price target hikes from Bernstein SocGen, TD Cowen, and Stifel. Peers Applied Materials and Lam Research also slipped. Investors are awaiting KLA’s Jan. 29 earnings and details on 2026 spending plans for advanced chip manufacturing.
14 January 2026
SMCI stock slides again as Goldman’s ‘sell’ call puts Super Micro margins back under the microscope

SMCI stock slides again as Goldman’s ‘sell’ call puts Super Micro margins back under the microscope

Super Micro Computer shares fell 1.7% to $28.12 by early afternoon after Goldman Sachs initiated coverage with a “Sell” rating and a $26 price target, citing margin pressure and uncertain profitability. Analyst Katherine Murphy flagged that margins have halved to 9.5% and warned of further downside. Investors are awaiting February results for signs of margin stability. Competitors and rising costs are adding pressure.
14 January 2026
Edgewise Therapeutics stock jumps about 11% on 2026 trial calendar — what’s next for EWTX

Edgewise Therapeutics stock jumps about 11% on 2026 trial calendar — what’s next for EWTX

Edgewise Therapeutics shares rose 10.6% to $27.59 by midday Wednesday after the company set timelines for key clinical trial readouts in muscle and heart diseases. Top-line data for Becker muscular dystrophy is expected in Q4 2026, with a U.S. drug application planned for early 2027. Investors are watching for Phase 2 and Phase 1 heart program results in the first half of 2026. Trading volume reached about 1 million shares.

Stock Market Today

Coca-Cola stock price ends near $79 — frozen products exit sets up KO earnings week

Coca-Cola stock price ends near $79 — frozen products exit sets up KO earnings week

7 February 2026
Coca-Cola will discontinue its frozen products, including the Minute Maid frozen line, in the U.S. and Canada in Q1 2026. Shares closed Friday up 0.66% at $79.03 ahead of Tuesday’s quarterly results. CEO James Quincey sold 337,824 shares on Feb. 3 for about $26 million under a pre-arranged plan. Options pricing suggests a possible 3% move after earnings.
Cisco stock jumps 3% into earnings week as tech shakeout keeps CSCO in focus

Cisco stock jumps 3% into earnings week as tech shakeout keeps CSCO in focus

7 February 2026
Cisco shares closed up 3% at $84.82 Friday after a volatile week for tech stocks. The company will report quarterly results Feb. 11, with analysts expecting EPS of $1.02 on $15.12 billion revenue. U.S. jobs and inflation data, delayed by the federal shutdown, are also due next week. About 23.9 million Cisco shares traded Friday.
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