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Stock Market News 1 January 2026 - 2 January 2026

ASML stock today: China’s 50% homegrown chip-tool push puts 2026 demand in focus

ASML stock today: China’s 50% homegrown chip-tool push puts 2026 demand in focus

ASML’s U.S.-listed shares closed at $1,069.86, down 0.25%, after Reuters reported China is requiring chipmakers to source at least half of new-fab equipment domestically. The policy could affect demand for ASML’s older lithography tools. U.S. markets were closed Thursday for New Year’s Day. Investors await ASML’s late-January results for further signals.
2 January 2026
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Accenture stock slips into 2026 as New Year shuts markets — what investors watch next

Accenture stock slips into 2026 as New Year shuts markets — what investors watch next

Accenture shares closed down 0.6% at $268.36 on Dec. 31, ahead of the New Year’s Day market holiday that kept U.S. exchanges shut Thursday. The stock remains about one-third below its 52-week high. Investors are watching for the Jan. 13 dividend record date and March 19 fiscal Q2 earnings call. Accenture last reported Q1 revenue of $18.74 billion and new bookings of $20.94 billion.
1 January 2026
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Eli Lilly stock forecast 2026: Analysts see modest upside as pricing pressure bites

Eli Lilly stock forecast 2026: Analysts see modest upside as pricing pressure bites

Drugmakers plan to raise U.S. list prices on at least 350 branded medicines in 2026, with a median increase of about 4%, according to 3 Axis Advisors. List prices for about nine drugs will drop, including a more than 40% cut for Jardiance after Medicare negotiations. Eli Lilly faces price pressure in both the U.S. and China, where its diabetes drug Mounjaro will also get cheaper from Jan. 1.
1 January 2026
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Buffett’s CEO handoff is here — what analysts forecast for Berkshire Hathaway stock in 2026

Buffett’s CEO handoff is here — what analysts forecast for Berkshire Hathaway stock in 2026

NEW YORK, January 1, 2026, 17:34 ET Berkshire Hathaway Inc (BRK.A, BRK.B) shares ended 2025 slightly lower on Warren Buffett’s final day as chief executive, as Greg Abel took over the top job at the $1.08 trillion conglomerate at the start of 2026. Class B shares closed down $1.06, or 0.2%, at $502.65, and Berkshire ended September with $381.7 billion of cash and equivalents while it has not said who will take over its $283.2 billion equity portfolio. Reuters The changeover matters now because Berkshire’s stock has long carried a “Buffett premium” — investors paying up for the expectation that
1 January 2026
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Walmart stock forecast 2026: Analysts see modest upside for WMT as tech push meets a pricey valuation

Walmart stock forecast 2026: Analysts see modest upside for WMT as tech push meets a pricey valuation

Analysts set Walmart’s 12-month price target at an average $123.63, above its last close of $111.41, with a “Strong Buy” consensus, TipRanks data showed. Walmart raised its 2025 forecasts after online sales jumped 28% in the third quarter. The company moved its stock listing to Nasdaq in December and will see John Furner take over as CEO on Feb. 1.
1 January 2026
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Saudi Aramco stock forecast 2026: Can dividends offset weak oil after 2025’s 15% slide?

Saudi Aramco stock forecast 2026: Can dividends offset weak oil after 2025’s 15% slide?

Saudi Aramco shares dropped 15% in 2025, their steepest annual decline since the 2019 IPO, as oil prices slid and regional tensions rose. Brent crude ended the year at $60.85 a barrel, down 19%. Fitch affirmed Aramco’s A+ rating, assuming no performance-linked dividends through 2028. Saudi Arabia directly and indirectly holds 97.5% of Aramco.
1 January 2026
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TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

The U.S. granted TSMC’s Nanjing plant a new annual export licence for U.S. chipmaking tools, replacing an expired waiver. Sources said Nvidia has asked TSMC to ramp up H200 AI chip production for China in 2026, with work starting in Q2. TSMC’s ADRs last closed at $303.89, with analyst targets above that level. TSMC began 2-nanometre chip production in late 2025, with an enhanced version set for mass production in late 2026.
1 January 2026
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Axsome Therapeutics (AXSM) stock jumps after FDA sets April 30 decision for Alzheimer’s agitation drug

Axsome Therapeutics (AXSM) stock jumps after FDA sets April 30 decision for Alzheimer’s agitation drug

Axsome Therapeutics shares surged 23% to $182.64 after the FDA accepted its supplemental application for AXS-05 in Alzheimer’s agitation and granted priority review. The stock traded on heavy volume, swinging between $148.79 and $184.40. Axsome also said its AXS-12 narcolepsy drug remains on track for a January 2026 filing. Markets will reopen Friday after the New Year’s Day holiday.
1 January 2026
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DoorDash stock dips on year-end slide as markets shut for New Year’s Day — what’s next for DASH

DoorDash stock dips on year-end slide as markets shut for New Year’s Day — what’s next for DASH

DoorDash shares closed down 0.7% at $226.48 in the final U.S. trading session of 2025, with about 2.45 million shares changing hands. U.S. stock markets are closed Thursday for New Year’s Day and will reopen Friday. The S&P 500, Nasdaq, and Dow also ended the year lower. The deadline for eligible DoorDash workers to file claims in a $16.75 million settlement was December 31.
1 January 2026
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Stock Market Today

Ucore Rare Metals stock price jumps as ‘Project Vault’ keeps rare earths on traders’ screens

Ucore Rare Metals stock price jumps as ‘Project Vault’ keeps rare earths on traders’ screens

7 February 2026
Ucore Rare Metals shares jumped 14.7% to C$7.97 on Toronto’s TSX Venture Exchange Friday, rebounding after a steep drop as investors responded to U.S. critical-minerals policy moves. The U.S. Export-Import Bank described Project Vault as a $10 billion public-private stockpiling plan. Neodymium prices climbed 1.27% to 997,500 yuan a tonne on Feb. 6. Investors await details on Project Vault’s purchasing plans next week.
Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

7 February 2026
The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
Oil stocks jump on Iran risk lift for crude — what to watch before Monday

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

7 February 2026
U.S. oil stocks surged Friday as crude prices rose on renewed Middle East tensions. Exxon Mobil gained 2.0%, ConocoPhillips 2.5%, and Occidental Petroleum 2.7%. Refiners rallied after a national union deal eased strike risk, though BP’s Whiting plant faces a local dispute. Brent settled at $68.05 a barrel, up 0.74%.
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