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Stock Market News 15 January 2026

Woodside Energy stock edges up on JERA winter LNG deal as Scarborough update nears

Woodside Energy stock edges up on JERA winter LNG deal as Scarborough update nears

Woodside shares closed up 0.4% at A$24.02 after signing a five-year winter LNG supply deal with Japan’s JERA, starting in 2027 and covering three cargoes annually. The Scarborough project remains on track for first gas in the second half of 2026, with commissioning work underway. Energy stocks faced pressure as Brent crude fell and Australian peers Beach Energy and Santos dropped.
15 January 2026
Macquarie stock dips despite ASX rally as Goldman upgrades MQG and Rio Tinto deal talk simmers

Macquarie stock dips despite ASX rally as Goldman upgrades MQG and Rio Tinto deal talk simmers

Macquarie Group shares closed down 0.3% at A$206.51 Thursday, underperforming as Australian stocks hit a two-month high. Goldman Sachs upgraded Macquarie to Neutral, raising its price target to A$208.73, while Morgan Stanley kept an equal-weight rating. Macquarie was tapped to advise Rio Tinto on a possible Glencore bid. Investors await the company’s operational briefing on Feb. 10.
15 January 2026
NAB share price jumps 1% after ASX close as rate and rotation bets collide

NAB share price jumps 1% after ASX close as rate and rotation bets collide

National Australia Bank shares rose 1.1% to A$42.36 on Thursday, rebounding after earlier losses among Australian banks. The S&P/ASX 200 closed up 0.5% at 8,861.70, its highest since November, as miners set a new record and financials gained. Investors await Australia’s December quarter CPI on Jan. 28 and the Reserve Bank’s policy meeting on Feb. 2–3. NAB’s first-quarter trading update is due Feb. 18.
Fortescue Ltd stock ends higher after Zitara deal — what FMG investors watch next week

Fortescue Ltd stock ends higher after Zitara deal — what FMG investors watch next week

Fortescue shares rose 0.4% to A$22.75 after announcing the acquisition of U.S. battery controls firm Zitara to expand its Elysia software unit. The deal adds on-site control systems for battery storage, with plans to deploy the technology in the Pilbara. The S&P/ASX 200 closed 0.5% higher, led by miners. Fortescue’s earnings remain closely linked to iron ore prices amid record Chinese steel exports.
15 January 2026
South32 stock hits 52-week high on ASX — what investors are watching into next week

South32 stock hits 52-week high on ASX — what investors are watching into next week

South32 shares closed Thursday up 4.55% at A$4.14, reaching a 52-week high after trading as high as A$4.165 on volume of 33.17 million shares. The rally followed strong demand for metals, with miners supporting the ASX materials sector. South32 faces a shutdown at its Mozal aluminium smelter in Mozambique after power deal talks failed. Investors await the company’s quarterly update on Jan. 22 and half-year results on Feb. 12.
15 January 2026

Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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