Stock Market News 4 January 2026

Baidu stock jumps nearly 15% after AI chip unit Kunlunxin files for Hong Kong IPO

NEW YORK, Jan 3, 2026, 18:50 ET — Market closed Baidu’s U.S.-listed American depositary shares (BIDU) closed up 14.9% at $150.30 on Friday after the company said its AI chip unit Kunlunxin had filed for a Hong Kong listing. Baidu said Kunlunxin submitted a listing application to the Hong Kong stock exchange (HKEX) on a confidential basis, setting the stage for a spin-off — listing a subsidiary separately from the parent. The company said the move is meant to better showcase Kunlunxin’s value and broaden financing channels, and that Kunlunxin is expected to remain a Baidu subsidiary after the transaction.

4 January 2026

Artificial Intelligence·IPO News·NASDAQ:BIDU·Stock Market·Technology

NuScale Power stock jumps 15% to start 2026 as nuclear names rally — what to watch Monday

NEW YORK, Jan 3, 2026, 18:56 ET — Market closed NuScale Power Corp (SMR) shares climbed 15.1% on Friday to $16.31, after trading between $14.33 and $16.73. Volume was about 31.1 million shares. The move put the spotlight back on small modular reactor developers, a corner of the market that has been driven as much by shifting risk appetite as by company-specific milestones. “Value is outperforming growth and AI infrastructure is up, and … energy probably too,” said Jed Ellerbroek, a portfolio manager at Argent Capital in St. Louis, describing the market tone on the first trading day of 2026.

4 January 2026

NASDAQ:OKLO·NASDAQ:SMR·NYSE:BWXT·NYSE:LEU·Stock Market

Sandisk stock jumps nearly 16% as board addition caps strong start to 2026

NEW YORK, Jan 3, 2026, 18:49 ET — Market closed Sandisk Corp shares jumped 15.95% on Friday to close at $275.24, their best day so far this year, as the Nasdaq-listed flash-storage maker rode a rebound in chip-linked stocks. The stock traded between $242.00 and $278.78 and changed hands at roughly 11.1 million shares. The move matters because Sandisk has become a high-beta proxy for artificial-intelligence infrastructure spending, as data centers lean on flash-based solid-state drives for faster storage. The company was spun off from Western Digital in February and finished 2025 up about 559% from its $36 debut price,

4 January 2026

NASDAQ:SNDK·Stock Market·Technology

American Airlines stock: What investors are watching after FAA Caribbean airspace shutdown

NEW YORK, Jan 3, 2026, 18:32 ET — Market closed American Airlines Group Inc. stock heads into the next U.S. trading session in focus after the Federal Aviation Administration shut parts of Caribbean airspace to U.S. carriers, forcing widespread flight cancellations on Saturday. The closure followed a U.S. military operation in Venezuela that President Donald Trump said resulted in the capture of Venezuelan leader Nicolas Maduro; airline analyst Robert Mann said, “They have a day’s worth of passengers basically.” Reuters The disruption matters now because airlines can lose revenue when flights are canceled and also incur extra costs to rebook

4 January 2026

Airlines·NASDAQ:AAL·NASDAQ:UAL·NYSE:DAL·NYSE:LUV·Stock Market

Fluence Energy stock jumps 16% to kick off 2026 as AI-power demand lifts storage names

NEW YORK, Jan 3, 2026, 18:36 ET — Market closed Shares of Fluence Energy Inc (FLNC) jumped 16.3% on Friday to close at $23.01, after trading as high as $23.12 and as low as $20.14. The stock was up about 0.4% in after-hours trading, StockAnalysis data showed. StockAnalysis The rally put the battery-storage name back in focus as U.S. equities opened 2026 with a mixed session and investors debated the interest-rate path. “Value is outperforming growth and AI infrastructure is up,” said Jed Ellerbroek, a portfolio manager at Argent Capital in St. Louis. Reuters Energy storage has increasingly been pulled

4 January 2026

Artificial Intelligence·NASDAQ:FLNC·Renewable Energy·Stock Market

Opendoor (OPEN) stock pops to start 2026 — the $6 level investors are watching

NEW YORK, January 3, 2026, 18:40 ET — Market closed Opendoor Technologies shares rose 4.1% on Friday to close at $6.07, after trading between $5.85 and $6.15. Volume was about 38.4 million shares. U.S. markets are closed on Saturday. MarketWatch The Nasdaq-listed online home seller began the year with a new finance chief: Christy Schwartz became CFO on Jan. 1, a regulatory filing showed. The same filing detailed performance restricted stock units — stock grants that vest only if targets are met — with an initial share-price hurdle around $6.24. SEC The gain came as some investors rotated back into

4 January 2026

NASDAQ:OPEN·Stock Market

NIO stock today: Shares close higher on record deliveries as traders line up next catalysts

NEW YORK, Jan 3, 2026, 18:30 ET — Market closed NIO Inc. shares closed higher on Friday after the Chinese electric-vehicle maker reported record deliveries for December and the fourth quarter. The U.S.-listed stock ended up 0.78% at $5.14. StockAnalysis The delivery update is one of the first hard data points for China’s EV demand as investors reset expectations for 2026. For NIO, deliveries track vehicles handed over to customers and often move the stock faster than quarterly revenue. The news hit as global EV sentiment turned cautious after Tesla’s annual deliveries fell for a second year and China’s BYD

4 January 2026

Electric Vehicles·NYSE:NIO·Stock Market

Chevron stock in focus after U.S. strike captures Venezuela’s Maduro, putting CVX’s Venezuela oil flows under a microscope

NEW YORK, Jan 3, 2026, 18:21 ET — Market closed Chevron (NYSE: CVX) was in focus on Saturday after President Donald Trump said U.S. forces struck Venezuela and captured President Nicolas Maduro. The stock last traded at $155.90, up 2.3% from the previous close, after ranging from $151.25 to $155.96 in Friday’s session. Reuters Chevron said it was focused on employee safety and the integrity of its assets in Venezuela, where it is the only U.S. oil major still operating and exports around 150,000 barrels per day (bpd) of heavy crude from joint ventures with state oil company PDVSA. In

4 January 2026

NYSE:CVX·Oil Industry·Stock Market

Archer Aviation stock jumps 8% (ACHR) — insider sale filing and key dates investors watch next week

NEW YORK, Jan 3, 2026, 18:20 ET — Market closed Archer Aviation Inc shares ended Friday up about 8.4% at $8.13, after swinging between $7.51 and $8.20. Roughly 45 million shares changed hands. The move matters now because early-stage “advanced air mobility” stocks tend to trade on shifts in risk appetite as much as company-specific headlines. Smaller-growth names broadly caught a bid, with the Russell 2000 tracker IWM up about 1.1%, while SPY edged higher and QQQ dipped. Other electric air taxi developers advanced alongside Archer. Joby Aviation rose about 8.8%, Eve Holding gained about 4.8% and EHang climbed about

4 January 2026

NASDAQ:ACHR·Stock Market

ExxonMobil stock in focus after U.S. strike on Venezuela as Trump flags “billions” oil rebuild

NEW YORK, Jan 3, 2026, 18:28 ET — Market closed Exxon Mobil will be in focus when U.S. markets reopen after President Donald Trump said America’s biggest oil companies, including Exxon, would spend billions to rebuild Venezuela’s oil industry following Saturday’s U.S. operation that captured President Nicolas Maduro. Trump said the U.S. oil embargo remains in effect and that an American military presence would stay until Washington’s demands were met, Reuters reported. Peter McNally, global head of sector analysts at Third Bridge, said “it will take tens of billions of dollars to turn that industry around.” Reuters Exxon shares closed

4 January 2026

Energy·NYSE:XOM·Oil Industry·Stock Market

Valero stock set for Venezuela test as U.S. attack triggers oil embargoValeroValero stock set for Venezuela test as U.S. attack triggers oil embargo

NEW YORK, January 3, 2026, 6:30 PM ET — Market closed Valero Energy Corp shares will be in focus when U.S. markets reopen on Monday after the United States attacked Venezuela and captured President Nicolas Maduro on Saturday, U.S. President Donald Trump said. The move matters for Valero because Washington’s action has tightened the screws on Venezuela’s oil flows, a source of heavy crude used by U.S. Gulf Coast refineries. Venezuela’s oil exports are now paralyzed, with port captains not authorizing loaded tankers to depart, four sources close to operations said. With the market closed for the weekend, Valero (VLO)

4 January 2026

NYSE:CVX·NYSE:MPC·NYSE:PSX·NYSE:VLO·Oil Industry·Stock Market

Denison Mines stock jumps nearly 14% after Phoenix uranium project construction-ready update

New York, Jan 3, 2026, 18:15 ET — Market closed Denison Mines Corp’s U.S.-listed shares (DNN) ended Friday at $3.03, up 13.9%, after a company update on its flagship Phoenix uranium project. The stock traded between $2.74 and $3.07 and posted about 68.3 million shares of volume. Yahoo Finance The move matters because Denison is trying to shift from years of engineering and permitting into a build phase. For a pre-production miner, the market often prices permit momentum more heavily than quarterly noise. Cost discipline is also front and center for uranium developers as inflation pressure shows up in capital

4 January 2026

Mining Industry·NYSE:DNN·Stock Market

UiPath stock (PATH) dips after CEO sale filing — what investors watch next after S&P MidCap 400 debut

NEW YORK, Jan 3, 2026, 18:13 ET — Market closed UiPath shares fell about 3% on Friday and were last at $15.88, underperforming the broader market on the first trading day of 2026. The move mattered because UiPath joined the S&P MidCap 400 before Friday’s open, a change that can trigger buying by funds that track the index. S&P Dow Jones Indices said UiPath replaced Synovus Financial in the benchmark. News Release Archive After the close, a filing showed UiPath CEO and Chairman Daniel Dines sold 45,000 Class A shares at a weighted average price of $16.3846. The form said

4 January 2026

NYSE:PATH·NYSE:SYN·Stock Market

Ford stock today: Ford Motor (F) rebounds as rate outlook and February earnings take center stage

NEW YORK, January 3, 2026, 18:13 ET — Market closed Ford stock ended up 1.7% at $13.34 on Friday, snapping a four-session slide on the first trading day of 2026. The stock outperformed General Motors, which edged lower, and is still below a recent 52-week high of $13.99 set on Dec. 16. Ford traded between $13.06 and $13.39 and logged about 46 million shares in volume, below its 50-day average. MarketWatch That matters now because automakers often move with shifts in rate expectations, which can quickly change what buyers pay each month on loans and leases. With markets closed for

4 January 2026

Earnings Reports·NYSE:F·Stock Market

BigBear.ai stock today: BBAI eyes $125M debt cut as 38M shares come into view

NEW YORK, Jan 3, 2026, 18:09 ET — Market closed BigBear.ai Holdings (BBAI) said after the market close on Friday it will redeem all outstanding 6.00% convertible senior secured notes due 2029, a move it expects will eliminate about $125 million of debt and cut total note-related debt to about $17 million. It set Jan. 16 as the redemption date and said it expects to issue about 38 million shares as noteholders convert, with any notes not converted to be redeemed for cash at par plus accrued interest. BigBear.ai Holdings, Inc. The debt cleanup matters because convertible notes are debt

4 January 2026

Artificial Intelligence·NASDAQ:BBAI·Stock Market

Ondas Holdings (ONDS) stock: Why shares jumped Friday and what traders are watching next

NEW YORK, January 3, 2026, 18:00 ET — Market closed Ondas Holdings Inc. shares closed up 12.9% on Friday at $11.02, as investors digested a cluster of corporate updates and filings. Trading volume topped 136 million shares, according to Nasdaq data. ( Nasdaq historical data) The move matters now because Ondas is reshaping its public-company profile at the same time its financing timeline is back in focus. The company operates in defense, security and industrial markets through autonomous systems and private wireless networking, and the latest disclosures give traders fresh signposts to track into January. (Company press release) Friday’s advance

4 January 2026

NASDAQ:ONDS·Stock Market

Plug Power stock leaps after Clear Street upgrade — what traders are watching next

NEW YORK, Jan 3, 2026, 18:06 ET — Market closed Plug Power Inc. shares jumped about 13% in the last U.S. regular session, closing at $2.23 after swinging between $2.00 and $2.27. More than 120 million shares changed hands. The move followed a research update from Clear Street, which upgraded Plug Power to “buy” from “hold” and set a $3 price target. Analyst Tim Moore said Plug has a “path to profitability,” pointing to about $200 million in annual cost savings, higher pricing and operating leverage that could lift margins as early as the June quarter. TipRanks Why this matters

4 January 2026

NASDAQ:PLUG·Renewable Energy·Stock Market

Realty Income (O) stock closes higher as 2026 opens; rates and jobs data in focus

NEW YORK, Jan 3, 2026, 17:49 ET — Market closed Realty Income Corporation shares closed up 1.65% on Friday at $57.31, outperforming many real estate names as U.S. markets opened the new year before shutting for the weekend. The move matters because net-lease REITs — landlords that collect rent on long contracts — often trade like “bond proxies,” meaning their prices can swing with interest-rate expectations. The benchmark 10-year Treasury yield rose 3.8 basis points (0.038 percentage point) to 4.191% on Friday, while the Dow and S&P 500 gained and the Nasdaq edged lower. Reuters Attention is turning to next

4 January 2026

Interest Rates·NYSE:O·Stock Market

Altria (MO) stock ends first session of 2026 lower as rates stay in focus

NEW YORK, Jan 3, 2026, 5:55 PM ET — Market closed Altria Group Inc shares slipped 0.6% on Friday, closing at $57.31, after a choppy start to 2026 that kept investors focused on interest rates and defensive stocks. U.S. markets were closed on Saturday. StockAnalysis That matters for Altria because the stock is widely held for income. StockAnalysis.com puts the dividend yield at about 7.4%, making the shares sensitive to moves in Treasury yields when investors can get more income from bonds. StockAnalysis Rate expectations hardened into the weekend after a fresh round of Federal Reserve messaging. Philadelphia Fed President

4 January 2026

Interest Rates·NYSE:MO·Stock Market

RTX stock jumps 2% as Iran headlines lift defense contractors — what to watch next week

NEW YORK, Jan 3, 2026, 17:54 ET — Market closed RTX Corp (NYSE: RTX) shares rose 2.1% on Friday to close at $187.25, up $3.83. The aerospace-and-defense contractor traded between $182.20 and $187.68, with about 3.3 million shares changing hands. The move matters now because the first full trading week of 2026 opens with geopolitical risk back on traders’ screens. Weekend headlines can set the tone for defense names when U.S. markets reopen. RTX sits at the crossroads of military demand and commercial aerospace cycles through its Raytheon defense unit, Pratt & Whitney jet engines and Collins Aerospace components. That

4 January 2026

Defense Industry·NYSE:RTX·Stock Market·Weekly Outlook

Stock Market News 4 January 2026

Baidu stock jumps nearly 15% after AI chip unit Kunlunxin files for Hong Kong IPO

NuScale Power stock jumps 15% to start 2026 as nuclear names rally — what to watch Monday

Sandisk stock jumps nearly 16% as board addition caps strong start to 2026

American Airlines stock: What investors are watching after FAA Caribbean airspace shutdown

Fluence Energy stock jumps 16% to kick off 2026 as AI-power demand lifts storage names

Opendoor (OPEN) stock pops to start 2026 — the $6 level investors are watching

NIO stock today: Shares close higher on record deliveries as traders line up next catalysts

Chevron stock in focus after U.S. strike captures Venezuela’s Maduro, putting CVX’s Venezuela oil flows under a microscope

Archer Aviation stock jumps 8% (ACHR) — insider sale filing and key dates investors watch next week

ExxonMobil stock in focus after U.S. strike on Venezuela as Trump flags “billions” oil rebuild

Valero stock set for Venezuela test as U.S. attack triggers oil embargoValeroValero stock set for Venezuela test as U.S. attack triggers oil embargo

Denison Mines stock jumps nearly 14% after Phoenix uranium project construction-ready update

UiPath stock (PATH) dips after CEO sale filing — what investors watch next after S&P MidCap 400 debut

Ford stock today: Ford Motor (F) rebounds as rate outlook and February earnings take center stage

BigBear.ai stock today: BBAI eyes $125M debt cut as 38M shares come into view

Ondas Holdings (ONDS) stock: Why shares jumped Friday and what traders are watching next

Plug Power stock leaps after Clear Street upgrade — what traders are watching next

Realty Income (O) stock closes higher as 2026 opens; rates and jobs data in focus

Altria (MO) stock ends first session of 2026 lower as rates stay in focus

RTX stock jumps 2% as Iran headlines lift defense contractors — what to watch next week

Stock Market Today

AbbVie stock price: ABBV ends week near $223 after earnings swing — what to watch next

SK hynix stock price slips into Monday after S&P upgrade, tech selloff

Bank of America stock jumps 3% into the weekend — what to watch before Monday’s trade

Oracle stock rebounds from eight-day skid as $20 billion share-sale plan looms