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Stock Market News 2 January 2026

ServiceNow (NOW) stock drops more than 3% today as software shares slide; jobs report in focus

ServiceNow (NOW) stock drops more than 3% today as software shares slide; jobs report in focus

NEW YORK, Jan 2, 2026, 12:47 ET — Regular session ServiceNow Inc (NYSE: NOW) shares fell 3.3% to $148.10 in midday trading on Friday. The stock has ranged from $145.65 to $154.69, with about 4.6 million shares traded. The move underscores how quickly investors are repricing high-growth cloud software names as 2026 gets underway. ServiceNow is widely watched as a gauge of enterprise software demand because its workflow products sit deep inside corporate IT operations. Attention is also shifting to next week’s catalysts, led by the U.S. monthly employment report on Jan. 9 and consumer price index data on Jan.
2 January 2026
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Bloom Energy stock jumps 12% today as fuel-cell rally returns — what to watch next

Bloom Energy stock jumps 12% today as fuel-cell rally returns — what to watch next

New York, Jan 2, 2026, 12:33 ET — Regular session Bloom Energy Corporation shares rose about 12% in midday trading on Friday. The stock was last up $10.09, or 11.6%, at $96.98. It traded between $88.84 and $97.30. The move matters now because Bloom has become a high-beta proxy for the “AI power” trade — the idea that data-center buildouts will push customers toward faster-to-install, on-site generation. A strong first-week bid can reset positioning after late-December volatility in the group. Friday’s rally also landed as investors sized up early-2026 macro catalysts, with attention on the U.S. jobs report due Jan.
2 January 2026
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GE Vernova stock jumps 3% as grid-buildout trade regains focus heading into dividend date

GE Vernova stock jumps 3% as grid-buildout trade regains focus heading into dividend date

NEW YORK, January 2, 2026, 12:35 ET — Regular session GE Vernova Inc. shares rose 3.3% to $675.14 in early afternoon trading on Friday, outperforming a mixed U.S. market as investors returned for the first full session after the New Year holiday. The stock traded as high as $676 and as low as $659.62. The move matters because investors have started 2026 looking for beneficiaries of a tightening power system, where utilities are being pushed to add generation and upgrade transmission. The U.S. Energy Information Administration has forecast record U.S. power consumption in 2025 and 2026, citing data centers among
2 January 2026
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Lam Research stock jumps nearly 5% today as chip-equipment rally kicks off 2026

Lam Research stock jumps nearly 5% today as chip-equipment rally kicks off 2026

NEW YORK, Jan 2, 2026, 12:25 ET — Regular session Lam Research (LRCX) shares rose $8.31, or 4.9%, to $179.49 on Friday, outperforming the broader market in the first regular session of 2026. The move matters now because chip-equipment stocks often trade as a direct read-through on how aggressively chipmakers plan to spend on new capacity. Those spending plans can swing quickly with demand for artificial intelligence hardware and memory chips. Reuters Friday’s gains also reflect a risk-on tone at the start of the year after a choppy finish to 2025, with technology shares helping lift U.S. equities, Reuters reported.
2 January 2026
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UEC stock today: Uranium Energy jumps 10% as uranium miners rally on Phoenix project update

UEC stock today: Uranium Energy jumps 10% as uranium miners rally on Phoenix project update

NEW YORK, January 2, 2026, 12:34 ET — Regular session Uranium Energy Corp shares jumped about 10% in midday trading on Friday, tracking a broad rally in uranium miners at the start of the first U.S. session of 2026. The stock was up 10.3% at $12.88 after trading between $11.85 and $12.96, with about 4.5 million shares traded. Sentiment improved after Denison Mines said it was ready to make a final investment decision and begin building its Phoenix in-situ recovery (ISR) uranium mine, pending final federal approvals after a Canadian regulator hearing ended on Dec. 11. “Denison stands ready to
2 January 2026
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Johnson & Johnson stock today: JNJ nudges lower after $1.30 dividend as earnings loom

Johnson & Johnson stock today: JNJ nudges lower after $1.30 dividend as earnings loom

New York, January 2, 2026, 12:21 ET — Regular session Johnson & Johnson shares edged lower on Friday after the healthcare conglomerate declared its first-quarter dividend, leaving the stock little changed on the first trading day of 2026. Jnj The muted reaction reflects how investors use dividend announcements less as a surprise catalyst and more as a signal of steady cash returns, particularly for a large, widely held defensive name like J&J. That matters now because rate expectations often shape demand for dividend stocks: when investors expect rates to fall, a stable payout can look more attractive relative to safer
2 January 2026
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Sandisk stock jumps 12% to start 2026 — what’s driving SNDK today

Sandisk stock jumps 12% to start 2026 — what’s driving SNDK today

NEW YORK, Jan 2, 2026, 11:44 ET — Regular session Shares of Sandisk Corp (SNDK) jumped nearly 12% on Friday, trading at $265.80 after touching an intraday high of $267.65. The stock swung between $242.00 and $267.65 as about 5.4 million shares changed hands in late morning trade. The move puts Sandisk back on the front foot at the start of 2026, after tech stocks stumbled in the final sessions of 2025. Traders have treated the flash-storage maker as a direct play on AI-linked data-center spending, a theme that has driven sharp rotations across semiconductors and hardware. U.S. stocks opened
2 January 2026
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Why CleanSpark (CLSK) stock is jumping today as bitcoin miners rally

Why CleanSpark (CLSK) stock is jumping today as bitcoin miners rally

NEW YORK, January 2, 2026, 11:11 ET — Regular session Shares of CleanSpark, Inc. rose about 10% on Friday morning, extending a rebound in U.S.-listed bitcoin miners. The Nasdaq-listed stock traded at $11.15 after earlier touching $11.24. The move matters now because miners tend to magnify swings in bitcoin, the asset that drives their revenue. When bitcoin rises, investors often price in faster cash-generation, even if operating costs such as power contracts and equipment depreciation do not move as quickly. Analysts have said bitcoin has been trading more like a traditional “risk asset,” moving with broader market sentiment rather than
2 January 2026
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IBM stock falls as 2026 begins; investors eye jobs data and IBM’s Jan. 28 results

IBM stock falls as 2026 begins; investors eye jobs data and IBM’s Jan. 28 results

NEW YORK, January 2, 2026, 11:45 ET — Regular session Shares of International Business Machines (IBM) fell about 1.4% on Friday, extending a pullback below the $300 level as the first full trading day of 2026 got underway. The stock traded at $292.20, after touching $291.43 at the session low. The move matters now because IBM is a bellwether for enterprise tech spending and a Dow component, and investors are resetting positions as a busy January calendar approaches. Traders are also watching whether rate expectations and Washington policy headlines that drove late-2025 swings carry into the new year. Reuters The
2 January 2026
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INBS stock drops today as Intelligent Bio Solutions’ $10M private placement puts dilution in focus

INBS stock drops today as Intelligent Bio Solutions’ $10M private placement puts dilution in focus

NEW YORK, Jan 2, 2026, 11:40 ET — Regular session Shares of Intelligent Bio Solutions Inc slid on Friday as investors digested the micro-cap medtech company’s $10 million private placement announced late Wednesday. The stock was down 12.1% at $8.38 by 11:25 a.m. ET. Benzinga The pullback comes after the stock more than doubled on Dec. 31 following news of a manufacturing partnership aimed at scaling production of its fingerprint-based drug screening reader. Nasdaq The timing matters because INBS is trying to ramp production and shore up supply as it targets a 2026 U.S. market entry, while also tapping capital
2 January 2026
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Fermi (FRMI) stock jumps about 14% today as traders track lawsuit probes and next Project Matador update

Fermi (FRMI) stock jumps about 14% today as traders track lawsuit probes and next Project Matador update

NEW YORK, Jan 2, 2026, 12:07 ET — Regular session Shares of Fermi Inc (FRMI.O) rose about 14% to $9.12 in midday trading on Friday, after swinging between $8.05 and $9.15 earlier in the session. Trading volume topped 4.4 million shares. The move keeps attention on Fermi, a data-center real estate investment trust, or REIT — a structure that typically relies on tenant rent for cash flow — as it tries to line up customers for its Texas “Project Matador” power-and-data campus. The company says the site is designed as an 11-gigawatt private electric grid to support large-scale artificial intelligence
2 January 2026
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SoFi stock jumps today after earnings date update; what SOFI investors watch next

SoFi stock jumps today after earnings date update; what SOFI investors watch next

NEW YORK, Jan 2, 2026, 12:25 ET — Regular session SoFi Technologies, Inc. shares rose about 3.7% to $27.16 in midday trading on Friday after the fintech lender said it would report fourth-quarter and full-year 2025 results on Jan. 30. The stock has traded between $25.80 and $27.17 during the session. SoFi Investors The date matters because SoFi is a rate-sensitive name that tends to trade on growth expectations and signs of stress in consumer credit. The late-January report will be one of the first detailed reads from a consumer-facing lender as investors reset positioning for 2026. It also lands
2 January 2026
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Bitmine Immersion (BMNR) slips as Tom Lee urges shareholders to back 50 billion authorized-share plan

Bitmine Immersion (BMNR) slips as Tom Lee urges shareholders to back 50 billion authorized-share plan

NEW YORK, Jan 2, 2026, 09:36 ET — Regular session Shares of Bitmine Immersion Technologies Inc were down about 2% at $27.15 in early U.S. trading on Friday after the company filed new investor materials ahead of a shareholder vote on expanding its authorized share count. The proposal matters because “authorized shares” set the legal ceiling on how much stock a company can issue. Raising that cap can give management room for future stock sales, which can dilute existing investors, or for stock splits, which increase the share count while lowering the price per share. The filing lands as crypto-linked
2 January 2026
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Salesforce (CRM) stock slides 3% today, weighing on Dow as traders eye jobs data and Fed path

Salesforce (CRM) stock slides 3% today, weighing on Dow as traders eye jobs data and Fed path

NEW YORK, Jan 2, 2026, 12:10 ET — Regular session Salesforce Inc shares were down 3.3% at $256.11 in late-morning trade on Friday, extending a weak start to the first U.S. trading session of 2026. The move matters because Salesforce is a high-priced Dow component, giving it an outsized impact on the blue-chip index’s day-to-day swings. In a price-weighted index like the Dow, higher-priced stocks can move the index more on a point basis. MarketWatch Investors are also using the first session of the year to reposition after a choppy year-end, with attention shifting to interest-rate expectations that can drive
2 January 2026
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Ford stock slips in premarket as Tesla delivery miss revives EV demand worries

Ford stock slips in premarket as Tesla delivery miss revives EV demand worries

NEW YORK, January 2, 2026, 09:26 ET — Premarket Ford Motor’s shares dipped 0.7% in U.S. premarket trading on Friday, ahead of the regular 9:30 a.m. to 4 p.m. session, as weaker-than-expected Tesla delivery data weighed on sentiment across the electric-vehicle space. Reuters The early move matters because automakers tend to swing with interest-rate expectations and consumer financing costs, and investors are using the first full session of 2026 to reset positions after a late-2025 pullback. EV demand has been under extra pressure since the Trump administration ended a $7,500 federal tax credit for new electric vehicles at the end
2 January 2026
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Bank of America stock rises today as Fed-cut bets return and earnings loom

Bank of America stock rises today as Fed-cut bets return and earnings loom

NEW YORK, Jan 2, 2026, 12:01 ET — Regular session Bank of America Corporation (BAC) shares rose 0.9% to $55.50 by 11:46 a.m. ET on Friday, beginning 2026 on a firmer note. The stock traded between $55.03 and $55.68. The move comes as investors reset positions for the year with the interest-rate outlook back in focus. Bank stocks tend to react quickly because rates drive net interest income (NII) — the difference between what a lender earns on loans and what it pays to fund deposits. Market pricing shows traders see only a 15% chance the Federal Reserve cuts rates
2 January 2026
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BitMine Immersion (BMNR) stock jumps as Tom Lee presses vote to lift authorized shares to 50 billion

BitMine Immersion (BMNR) stock jumps as Tom Lee presses vote to lift authorized shares to 50 billion

NEW YORK, January 2, 2026, 11:59 ET — Regular session BitMine Immersion Technologies Inc shares climbed on Friday after the company filed new materials aimed at winning shareholder support for a sharp increase in its authorized share count. SEC The move matters because the proposal is headed for a vote this month and could reshape how the company funds itself. Authorized shares set the maximum number of shares a company is allowed to issue under its charter; raising that ceiling can give management flexibility, but it can also heighten dilution concerns for existing holders. It also lands as crypto-sensitive stocks
2 January 2026
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Webull stock rises today as Wall Street starts 2026 higher — what traders are watching next

Webull stock rises today as Wall Street starts 2026 higher — what traders are watching next

NEW YORK, January 2, 2026, 10:04 ET — Regular session Webull Corporation shares (BULL) rose about 2.3% to $7.95 on Friday, after touching $7.96 earlier in the session. The stock traded between $7.85 and $7.96, with roughly 1.1 million shares changing hands. The move matters because Webull has become a fast-twitch read on retail risk appetite and the rate outlook, two forces that tend to set the tone early in the year. Broker stocks can react quickly when traders reposition after year-end swings. Friday’s uptick also comes as investors look ahead to macro catalysts that can move both market volatility
2 January 2026
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Intuit stock slides as co-founder Scott Cook sells about $101 million in shares, filings show

Intuit stock slides as co-founder Scott Cook sells about $101 million in shares, filings show

NEW YORK, January 2, 2026, 11:44 ET Intuit co-founder and director Scott Cook sold 150,000 shares of the TurboTax maker over two days at the end of 2025 for about $100.9 million, regulatory filings showed. The sales by Cook’s family trust were executed under a pre-arranged Rule 10b5-1 plan adopted Sept. 3 and were priced between about $669 and $678 a share, the filings said. Intuit shares were down about 5% at $629.50 in late morning trading on Friday. SEC The disclosure lands as U.S. markets reopen after the New Year’s holiday and investors reset positions for 2026. For Intuit,
2 January 2026
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D-Wave Quantum (QBTS) stock rises to start 2026 as traders eye CES and key U.S. data

D-Wave Quantum (QBTS) stock rises to start 2026 as traders eye CES and key U.S. data

NEW YORK, Jan 2, 2026, 12:04 ET — Regular session Shares of D-Wave Quantum Inc. rose about 3% to $26.95 by 12:04 p.m. ET on Friday, the first U.S. trading day of 2026. The NYSE-listed stock traded between $25.44 and $27.64, with about 25.4 million shares changing hands. The move puts attention back on a corner of the market that tends to magnify shifts in risk appetite. With many investors restarting positions after a holiday-thinned finish to 2025, small-cap tech names have been among the first to see fresh flows. D-Wave has two near-term dates traders are circling. It is
2 January 2026
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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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