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Stock Market News 4 January 2026

Valero stock ends higher to start 2026 — OPEC+ meeting and Jan. 29 earnings are next

Valero stock ends higher to start 2026 — OPEC+ meeting and Jan. 29 earnings are next

Valero (VLO) closed up 1.5% at $165.31 Friday, ending a two-session slide, with trading volume below its 50-day average. Oil settled near $61 a barrel as traders weighed oversupply against geopolitical risks. Valero’s next earnings report is set for Jan. 29. OPEC+ is expected to keep output policy unchanged at its Sunday meeting, according to Reuters sources.
4 January 2026
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Lockheed Martin stock jumps near $500 to start 2026 as defense names catch a bid on contracts, geopolitics

Lockheed Martin stock jumps near $500 to start 2026 as defense names catch a bid on contracts, geopolitics

Lockheed Martin shares rose 2.8% to $497.07 Friday, rebounding after two days of losses and outpacing other defense stocks. The move followed news of a $328.5 million Pentagon contract for Taiwan’s air force. RTX, Northrop Grumman, and Boeing also gained. Investors now await Lockheed’s late-January earnings and updates on cash flow.
4 January 2026
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Exzeo Group (XZO) stock drops 6% to start 2026 as traders reset positions

Exzeo Group (XZO) stock drops 6% to start 2026 as traders reset positions

NEW YORK, Jan 3, 2026, 8:54 PM ET — Market closed Exzeo Group, Inc. shares closed down 6.14% on Friday at $22.76, a sharp pullback on the first trading day of 2026 for the newly listed insurance-technology company. StockAnalysis Moves in fresh IPOs can be amplified when the public float — the shares available for trading — is relatively small. Exzeo’s parent, HCI Group, retained an 81.5% ownership stake after the offering, according to Reuters. Reuters The drop came as Wall Street ended mixed and Treasury yields ticked higher, a combination that can cool appetite for growth-oriented stocks. The S&P
4 January 2026
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Paymentus stock ends first 2026 session down nearly 10% — what’s behind the sudden drop?

Paymentus stock ends first 2026 session down nearly 10% — what’s behind the sudden drop?

New York, Jan 3, 2026, 20:13 ET — Market closed Paymentus Holdings’ shares tumbled nearly 10% in the first U.S. trading session of 2026, ending Friday at $28.47. The stock traded as low as $28.22 intraday. Finviz The outsized move lands as investors shift positioning ahead of a busy January calendar that can reset interest-rate bets, a key driver for high-growth stocks. The monthly jobs report due Jan. 9 and the consumer price index on Jan. 13 are among the headline events, Reuters reported. Reuters “The market is looking for direction,” Matthew Maley, chief market strategist at Miller Tabak, told
4 January 2026
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Guidewire stock sinks 6.7%: GWRE slides below $190 as traders eye next earnings

Guidewire stock sinks 6.7%: GWRE slides below $190 as traders eye next earnings

Guidewire Software shares fell 6.7% to $187.63 Friday, reversing early gains and trading between $187.10 and $202.00. About 807,000 shares changed hands. Investors are watching annual recurring revenue growth and the next quarterly update after the stock’s sharp drop. Guidewire last reported ARR of $1.063 billion and raised its fiscal 2026 revenue outlook in December.
4 January 2026
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BILL stock drops 7% to start 2026 as rate jitters hit fintech; KBW lifts target

BILL stock drops 7% to start 2026 as rate jitters hit fintech; KBW lifts target

BILL Holdings shares fell 7.3% to $50.56 on Friday, underperforming as investors rotated out of growth stocks amid rising Treasury yields. The drop followed a Keefe Bruyette price target hike to $60 with a neutral rating. BILL’s 52-week range is $36.56 to $100.02. The company last reported quarterly revenue of $395.7 million and has not confirmed its next earnings date.
4 January 2026
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Polestar stock slides 7% as investors eye Jan. 9 sales update after Geely-backed funding moves

Polestar stock slides 7% as investors eye Jan. 9 sales update after Geely-backed funding moves

Polestar Automotive shares fell 7.3% to $19.81 on Friday, ahead of its fourth-quarter retail sales report due Jan. 9. The drop follows a December reverse split and new funding, including a $300 million equity deal and a Geely-linked loan. Nasdaq has warned Polestar it risks delisting if its share price stays below $1 by April 2026. Trading volume reached about 417,700 shares.
4 January 2026
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Stock Market Today

Financial services stocks rally as XLF jumps, Dow hits 50,000 — what to watch next week

Financial services stocks rally as XLF jumps, Dow hits 50,000 — what to watch next week

7 February 2026
U.S. financial stocks rose Friday, with the XLF fund up 1.8% and the Dow closing above 50,000 for the first time, gaining 2.47%. Goldman Sachs jumped 4.3%, JPMorgan 3.9%, and Citigroup 6.0%. The Federal Reserve held rates steady, and San Francisco Fed President Mary Daly signaled possible cuts this year. Investors await January jobs and inflation data next week.
Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

Data Center Stocks Surge Into the Weekend: Digital Realty, Equinix and Vertiv Set Up a Big Week Ahead

7 February 2026
Digital Realty, Equinix, and Vertiv shares surged Friday, with Vertiv up 10% and Digital Realty rising 4.1%, as investors rotated back into AI-linked data center stocks. The move followed Amazon’s $200 billion and Alphabet’s $175–185 billion 2026 capex targets. Digital Realty set 2026 core FFO guidance at $7.90 to $8.00 per share. Wall Street ended the week broadly higher, led by chipmakers.
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