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Stock Market 11 January 2026

Meritage Homes stock jumps 10% on Trump mortgage-bond order — what to watch next week

Meritage Homes stock jumps 10% on Trump mortgage-bond order — what to watch next week

Meritage Homes surged 10.4% to $75.45 after President Trump ordered $200 billion in mortgage bond purchases, aiming to lower rates. Fannie Mae and Freddie Mac will handle the buys, but details remain unclear. New housing data showed single-family starts up 5.4% in October, while permits dipped 0.5%. The Consumer Price Index for December is due Jan. 13.
Bloom Energy stock jumps again after $2.65 billion AEP fuel-cell deal; what investors watch next

Bloom Energy stock jumps again after $2.65 billion AEP fuel-cell deal; what investors watch next

Bloom Energy shares closed up 10% at $134.07 on Friday after American Electric Power announced a $2.65 billion deal for Bloom’s fuel cells tied to a planned Wyoming plant. The stock held gains in after-hours trading as investors watched for further contract milestones. AEP’s 20-year offtake agreement for the plant’s output is contingent on conditions expected by Q2 2026. Bloom’s next earnings report is projected for February 26.
CG Oncology stock jumps 29% on faster Phase 3 PIVOT-006 data clock — what to watch next

CG Oncology stock jumps 29% on faster Phase 3 PIVOT-006 data clock — what to watch next

CG Oncology shares jumped nearly 29% Friday, closing at $54.20, after the company said topline Phase 3 trial data for its bladder cancer therapy will arrive in the first half of 2026, almost a year early. Morgan Stanley raised its price target to $93, citing the accelerated timeline. The PIVOT-006 trial enrolled over 360 patients at more than 90 sites.
Vistra stock pops on Meta nuclear contracts — what VST bulls and bears watch next week

Vistra stock pops on Meta nuclear contracts — what VST bulls and bears watch next week

Vistra Corp shares surged 10.5% to $166.37 after Meta signed 20-year deals to buy nuclear power from three Vistra plants. The contracts cover 2,609 MW from Ohio and Pennsylvania facilities, with full operating delivery by 2027 and uprates by 2034. Fitch raised Vistra’s outlook to positive. Vistra also agreed to buy Cogentrix Energy for $4.7 billion, adding 10 gas plants.
11 January 2026
Revolution Medicines stock in focus as Merck buyout talk hangs over RVMD into JPMorgan week

Revolution Medicines stock in focus as Merck buyout talk hangs over RVMD into JPMorgan week

Revolution Medicines shares jumped 10.7% to $118.64 Friday amid reports Merck is in talks to acquire the company for up to $32 billion, according to the Financial Times. Trading volume hit 20.8 million shares. AbbVie denied it was in discussions after an earlier report, sending Revolution’s stock down 11.5% after hours. The FDA granted Breakthrough Therapy status to Revolution’s lung cancer drug candidate.
NIO stock faces Monday test after Abu Dhabi stake filing and Australia plan

NIO stock faces Monday test after Abu Dhabi stake filing and Australia plan

CYVN Investments and L’imad Holding disclosed ownership of 418.8 million NIO Class A shares, about 17.9% of the class, in a new SEC filing. NIO shares closed Friday down 1.9% at $4.64, extending a two-day slide and trading 42% below their October high. The company plans to enter Thailand in March and Australia/New Zealand later in 2026. U.S. markets reopen Monday.
AGNC stock rises with mortgage REITs after Trump’s $200B MBS order — what to watch next week

AGNC stock rises with mortgage REITs after Trump’s $200B MBS order — what to watch next week

AGNC Investment Corp. closed Friday up about 2% after President Trump ordered $200 billion in mortgage bond purchases, sending housing-linked stocks higher. AGNC ended at $11.41. Traders await more details on the program and Tuesday’s U.S. CPI data. The move narrowed mortgage spreads and lifted agency MBS prices, but market reaction remains cautious.
Snap stock drops to $8.21 ahead of CPI week as investors size up SNAP’s next catalyst

Snap stock drops to $8.21 ahead of CPI week as investors size up SNAP’s next catalyst

Snap shares fell 2.3% to $8.21 Friday, extending a three-day slide and closing about 38% below their 52-week high. CEO Evan Spiegel sold 1.22 million shares for roughly $10 million on Jan. 5 under a preset trading plan, according to a regulatory filing. Investors are watching for U.S. inflation data Jan. 13 and Snap’s next earnings report, expected in early February.
11 January 2026
IREN stock: what to watch before Monday after Bernstein tags it “top AI pick”

IREN stock: what to watch before Monday after Bernstein tags it “top AI pick”

IREN Limited closed up 0.7% at $46.03 after Bernstein named it a top AI pick for 2026, citing bitcoin’s apparent bottom. Bitcoin traded near $90,473, with crypto-linked stocks mixed. IREN’s recent $9.7 billion Microsoft cloud deal and $5.8 billion Dell hardware agreement remain in focus. The U.S. December CPI report is due Tuesday, with the Fed meeting set for Jan. 27-28.
11 January 2026
SoFi stock slips into the weekend: SEC filing lands as CPI, earnings loom

SoFi stock slips into the weekend: SEC filing lands as CPI, earnings loom

SoFi shares fell 1.1% Friday to $27.40, capping a 6% weekly drop ahead of next week’s U.S. CPI data and the company’s Jan. 30 earnings report. An SEC filing showed retiring general counsel Stephen Simcock will remain as a paid adviser through 2026. SoFi completed a stock offering totaling 57.75 million shares on Jan. 5. The S&P 500 closed at a record high Friday.
Compass stock jumps after Anywhere merger closes and $1 billion note deal — what to watch Monday

Compass stock jumps after Anywhere merger closes and $1 billion note deal — what to watch Monday

Compass shares closed up 4.7% at $12.84 Friday after completing its all-stock acquisition of Anywhere Real Estate and issuing $1.0 billion in 0.25% convertible senior notes due 2031. Proceeds repaid Anywhere’s debt and covered transaction costs. Anywhere shareholders received 1.436 Compass shares per share. CEO Robert Reffkin will lead the merged company under Compass International Holdings.
Opendoor stock jumps on Trump’s $200 billion mortgage bond plan; what investors watch next

Opendoor stock jumps on Trump’s $200 billion mortgage bond plan; what investors watch next

Opendoor shares surged 13.2% to $7.29 Friday after President Trump ordered $200 billion in mortgage bond purchases to lower borrowing costs. Trading volume hit 167 million shares. Fannie Mae and Freddie Mac will handle the bond buys, with $3 billion already underway. Investors await next week’s U.S. inflation data and updates on bond purchase speeds.
Rocket Companies stock (RKT) jumps on Trump’s $200B mortgage-bond move — what to watch next

Rocket Companies stock (RKT) jumps on Trump’s $200B mortgage-bond move — what to watch next

Rocket Companies shares jumped 9.6% to $23.29 Friday after the Trump administration announced $200 billion in mortgage-backed securities purchases tied to Fannie Mae and Freddie Mac. The move triggered a rally in housing stocks as investors bet on lower mortgage rates. Treasury Secretary Scott Bessent said the buying will match the Fed’s runoff pace, starting with a $3 billion tranche.
11 January 2026

Stock Market Today

  • VOO Gains 0.7% Driven by Intel's 5.3% Rise and Tech Stock Strength
    May 1, 2026, 1:27 PM EDT. VOO, the S&P 500 ETF, rose 0.7% on Monday, buoyed by Intel Corp (INTC) which jumped 5.3%. Other major contributors included Apple (+4.9%), Microsoft (+2%), Amazon (+1.9%), Tesla (+3.3%) and Eli Lilly (+2.9%). Intel insiders traded shares recently, with CFO David Zinsner buying 5,882 shares and EVP April Miller selling 20,000 shares. Analysts remain optimistic on Intel with five buy ratings and zero sell ratings, establishing a median price target of $68. Notable targets range from $45 (JP Morgan) up to $118 (Tigress Financial). Market participants can track VOO and Intel data via Quiver Quantitative platforms.

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Blackstone Inc. Creates N1 AI Unit Around OpenAI, Anthropic Bets as Credit Fund Faces Pressure

Blackstone Inc. Creates N1 AI Unit Around OpenAI, Anthropic Bets as Credit Fund Faces Pressure

1 May 2026
Blackstone Inc. will launch Blackstone N1, a San Francisco-based unit consolidating its AI and high-growth tech investments, including stakes in OpenAI and Anthropic. Jas Khaira will lead the group and relocate from New York. The move comes as Blackstone’s $80 billion private credit fund saw first-quarter inflows slow and redemption requests rise. Blackstone shares rose 1.6% to $127.65 midday Friday.
Colgate-Palmolive Stock Rises After Earnings Beat. A $300 Million Cost Hit Still Looms

Colgate-Palmolive Stock Rises After Earnings Beat. A $300 Million Cost Hit Still Looms

1 May 2026
Colgate-Palmolive beat first-quarter sales and profit estimates, driven by international growth, while North America volumes fell 3.2%. The company warned of about $300 million in extra raw-material and logistics costs this year due to Middle East conflict. Net sales rose 8.4% to $5.32 billion; shares climbed 3.1%. Colgate lowered its gross profit margin outlook and expanded its cost-cutting program.
Roku Stock Rises After Bigger 2026 Revenue Bet, With One Cost Risk in View

Roku Stock Rises After Bigger 2026 Revenue Bet, With One Cost Risk in View

1 May 2026
Roku raised its 2026 platform revenue forecast to nearly 21% growth, or about $5.0 billion, after first-quarter advertising and subscription sales beat expectations. Shares climbed 4.2% Friday, with the stock up 10% in after-hours trading. Platform revenue rose 28% to $1.13 billion, while devices revenue fell 16%. Rising memory costs remain the main risk for the second half.
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