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Stock Market News 15 January 2026

Applied Materials stock jumps today as TSMC lifts 2026 capex and Barclays upgrades AMAT

Applied Materials stock jumps today as TSMC lifts 2026 capex and Barclays upgrades AMAT

New York, Jan 15, 2026, 11:55 (ET) — Regular session underway. Applied Materials (AMAT.O) jumped 7.8% to $325.41 in late-morning trading Thursday, riding a wave of gains among chip equipment stocks following encouraging factory spending data. Lam Research gained 5.9%, KLA surged 9.0%, and U.S.-listed shares of Taiwan Semiconductor Manufacturing rose 6.9%. TSMC’s announcement to boost 2026 capital spending to $52 billion-$56 billion sparked the move, well above analysts’ $46 billion forecast, according to a Visible Alpha poll. “The market has underestimated again how large is the demand for AI, and the implementation is going faster than everybody expected,” said
15 January 2026
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Why Eli Lilly stock is down today: FDA pushes obesity pill decision to April 10

Why Eli Lilly stock is down today: FDA pushes obesity pill decision to April 10

New York, Jan 15, 2026, 12:06 (EST) — Regular session Eli Lilly and Company shares dropped 4.7% to $1,022.50 on Thursday after Reuters reported that internal documents revealed U.S. regulators delayed a decision on the drugmaker’s weight-loss pill until April 10. A Lilly spokesperson said approval could still come in the second quarter, aligning with current FDA guidance. Holly Fernandez Lynch, a health-policy professor at the University of Pennsylvania, commented on the FDA’s cautious stance, saying, “Hold on, we’re not actually sure this product should be allowed on the market,” highlighting the agency’s readiness to slow fast-tracked reviews. (Reuters) The
15 January 2026
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Rivian stock slips again as UBS turns bearish — Wall Street tests the R2 and autonomy story

Rivian stock slips again as UBS turns bearish — Wall Street tests the R2 and autonomy story

New York, Jan 15, 2026, 10:47 AM EST — Regular session Shares of Rivian Automotive, Inc (NASDAQ: RIVN) fell about 1.1% to $17.32 in morning trade on Thursday, extending losses after a pair of analyst downgrades this week. The stock ended Wednesday down 7.2% at $17.50 and is still up about 44% over the past four months. (Barron’s) Wolfe Research analyst Emmanuel Rosner cut Rivian to sell, arguing it needs a stronger AI push — closer to Tesla’s playbook — if it wants to justify the valuation. He set a $16 price target and warned of a near-term “catalyst vacuum.”
15 January 2026
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ServiceNow stock slides again as Oppenheimer trims target and a security flaw stays in focus

ServiceNow stock slides again as Oppenheimer trims target and a security flaw stays in focus

New York, Jan 15, 2026, 11:32 ET — Regular session ServiceNow shares dropped Thursday following a price target cut from Oppenheimer, adding to the pressure on the workflow software company’s stock, which has struggled to hold steady this month. Shares slipped 1.4% to $132.68 by late morning, after dipping as low as $132.46 earlier. Oppenheimer’s Brian Schwartz cut his price target from $230 to $200 but maintained an Outperform rating, indicating he still expects the stock to outpace its peers despite the downgrade. (GuruFocus) Why it matters now: ServiceNow approaches its quarterly earnings later this month amid heightened investor scrutiny
15 January 2026
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IREN stock slips as broker trims forecasts but keeps $80 target

IREN stock slips as broker trims forecasts but keeps $80 target

New York, Jan 15, 2026, 11:52 AM EST — Regular session Shares of IREN Limited dipped Thursday following a downgrade in near-term earnings estimates by H.C. Wainwright. The brokerage, however, maintained its Buy rating and held firm on an $80 price target. (MarketBeat) The pullback is significant since IREN now acts as a high-beta stand-in for two volatile bets: bitcoin-related cash flow and the scramble by major tech players to secure power and graphics-chip capacity for AI. Even minor changes in expectations have sparked swift stock repricing. (MarketBeat) IREN slipped 0.5% to $52.61, bouncing between $50.81 and $53.89 earlier. Bitcoin
15 January 2026
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Boston Scientific’s $14.5B Penumbra Deal Leads a Busy Day for BSX, VZ, GS, MS and ASTS

Boston Scientific’s $14.5B Penumbra Deal Leads a Busy Day for BSX, VZ, GS, MS and ASTS

New York, January 15, 2026, 11:05 EST Boston Scientific (BSX) struck a deal to acquire Penumbra (PEN) for roughly $14.5 billion on Thursday, drawing attention to the medical device sector. This move came amid Verizon’s (VZ) ongoing outage issues and new earnings reports from Goldman Sachs (GS) and Morgan Stanley (MS). The Penumbra deal marks the first significant healthcare takeover of 2026, arriving just as investors seek confirmation that large mergers are making a comeback. With borrowing costs down and regulators taking a softer stance, Wall Street has been buzzing—now this deal puts those hopes to the test. Bank earnings
15 January 2026
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Mastercard stock slips after UK court backs cross-border fee cap plan

Mastercard stock slips after UK court backs cross-border fee cap plan

New York, January 15, 2026, 11:28 EST — Regular session Mastercard shares dropped 0.4% to $544.6 in late morning trading following a UK High Court decision siding with Britain’s payments regulator to cap some cross-border card fees. Visa gained 0.3%, while American Express inched up 0.1%. (Reuters) The decision shines a light on just how much wiggle room the major card networks have to hold their ground on fees, even as the focus moves from merchants to regulators. It arrives at a tricky moment, with investors hunting for any signs that could hit cross-border volumes or pricing. Policy news has
15 January 2026
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CoreWeave stock jumps as CEO swats down Nvidia “circular financing” talk

CoreWeave stock jumps as CEO swats down Nvidia “circular financing” talk

New York, Jan 15, 2026, 11:30 ET — Regular session Shares of CoreWeave (CRWV) jumped roughly 10% to $98.72 in late morning trading Thursday, fueled by a fresh wave of interest in AI-related stocks. The move came after CEO Michael Intrator addressed concerns about the company’s funding approach, pushing back on investor questions. This move is significant since CoreWeave now serves as a high-beta proxy for the “AI infrastructure” trade — essentially a wager that demand for computing power remains strong enough to support fast expansion, substantial borrowing, and the occasional rough quarter. The news arrived amid a broader lift
15 January 2026
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BCE price target shake-up: RBC lifts to C$38 as Scotiabank, Desjardins trim theirs

BCE price target shake-up: RBC lifts to C$38 as Scotiabank, Desjardins trim theirs

Toronto, Jan 15, 2026, 10:58 EST RBC Capital Markets bumped up its price target on BCE Inc to C$38 from C$37 on Tuesday, maintaining its Outperform rating. The upgrade reflects expectations for a boost in operating growth next year. BCE shares were trading near C$33.6 on the Toronto Stock Exchange Thursday morning. https://www.investing.com/news/analyst-ratings/bce-stock-price-target-raised-to-c38-from-c37-at-rbc-capital-93CH-4444905 https://www.google.com/finance/quote/BCE:TSE BCE’s three-year forecast has become the linchpin of the story: growth either bounces back in 2026, or the stock remains stuck at a low valuation. In Canada, many investors still see BCE as a reliable dividend play, so any change in cash-flow expectations spreads quickly. Targets
15 January 2026
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Salesforce stock drops as Wolfe sticks with $350 target, but AI anxiety still weighs on CRM

Salesforce stock drops as Wolfe sticks with $350 target, but AI anxiety still weighs on CRM

New York, January 15, 2026, 11:27 EST — Regular session Salesforce (CRM) shares were down 1.6% at $235.78 in late morning trade on Thursday, lagging a rise in major U.S. stock ETFs that track the Nasdaq and S&P 500. The pullback matters because investors have turned jumpy on big software names, pressing for signs that new “AI agents” — systems that can take actions, not just answer questions — will lift revenue fast enough to justify years of spending. Salesforce is in the middle of that argument. It has been rolling out Agentforce, its AI agent platform, and tying it
15 January 2026
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BitMine (BMNR) stock slides after $200 million Beast Industries deal as share-vote comes due

BitMine (BMNR) stock slides after $200 million Beast Industries deal as share-vote comes due

New York, Jan 15, 2026, 11:25 EST — Regular session Shares of BitMine Immersion Technologies dropped about 3% Thursday after the company announced a $200 million equity stake in Beast Industries, a creator-driven firm linked to YouTube star MrBeast. Chairman Thomas “Tom” Lee hailed MrBeast as “the leading content creator of our generation,” while Beast CEO Jeff Housenbold called the investment “a strong validation of our vision.” (PR Newswire) Timing is crucial. BitMine’s annual meeting takes place in Las Vegas on Thursday, where investors will vote on whether to approve a significantly larger stock issuance. In a video transcript submitted
15 January 2026
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Goldman Sachs stock jumps on earnings beat and dividend hike as traders cash in on volatility

Goldman Sachs stock jumps on earnings beat and dividend hike as traders cash in on volatility

New York, January 15, 2026, 11:21 ET — Regular session Goldman Sachs shares rose nearly 4% on Thursday after the Wall Street bank topped fourth-quarter profit estimates and raised its dividend. The stock was up about 3.9% at $969.24, after closing at $932.67 on Wednesday. The results land as investors comb through bank earnings for signs that last year’s revival in dealmaking can stick, even as rate-cut bets and market swings keep changing the tone. For Goldman, the big question is whether a hot run in trading and advisory can carry into 2026 without costs catching up. Goldman said earnings
15 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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