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Stock Market News 5 January 2026

PepsiCo stock back in the activist spotlight as Barclays flags record campaigns — what investors watch next

PepsiCo stock back in the activist spotlight as Barclays flags record campaigns — what investors watch next

NEW YORK, January 4, 2026, 21:00 ET — Market closed PepsiCo shares head into Monday with activist investing back in the frame after Barclays data showed campaign activity hit a record in 2025, and the snack-and-soda maker was among the companies that drew attention. PepsiCo last closed down 0.9% at $142.23 on Friday. StockAnalysis That matters now because “activism” has become a live catalyst again for large-cap U.S. companies: it can force boards to sharpen strategy, speed up cost cuts or rethink capital returns, all of which can move a stock even before earnings do. For PepsiCo, the backdrop is
5 January 2026
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Chevron stock in spotlight after U.S. Venezuela embargo halts cargoes ahead of Monday

Chevron stock in spotlight after U.S. Venezuela embargo halts cargoes ahead of Monday

NEW YORK, Jan 4, 2026, 20:41 ET — Market closed Chevron (CVX.N) will be in focus when U.S. markets reopen Monday after Venezuela’s PDVSA began cutting crude output as a U.S. oil embargo choked exports, Reuters reported on Sunday. Shipping data showed even Chevron cargoes bound for the United States — previously moving under a Washington licence — have not left Venezuelan waters since Thursday, while more than 17 million barrels sat in ships offshore. PDVSA has asked joint ventures including Chevron’s to curb output as storage fills, and Chevron said it continues to operate in full compliance with relevant
5 January 2026
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KLA stock jumps toward a fresh high as chip-equipment rally kicks off 2026

KLA stock jumps toward a fresh high as chip-equipment rally kicks off 2026

NEW YORK, January 4, 2026, 20:49 ET — Market closed KLA Corp (KLAC) shares surged nearly 5% on Friday, ending the first trading session of 2026 within about 1% of their 52-week high after chip-linked stocks rebounded. KLA Corporation The move matters now because KLA sells process-control tools — equipment that inspects wafers and identifies defects to lift “yield,” the share of usable chips coming off a production line. Those orders are a read-through on semiconductor capital spending, a key driver for the equipment group. KLA Corporation Next catalysts are split between the macro calendar and the company’s earnings setup.
5 January 2026
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Uber stock: UK ‘taxi tax’ contract rewrite puts VAT risk in focus ahead of Monday trade

Uber stock: UK ‘taxi tax’ contract rewrite puts VAT risk in focus ahead of Monday trade

NEW YORK, Jan 4, 2026, 20:40 ET — Market closed Uber Technologies Inc (UBER) shares are likely to be in focus when U.S. trading resumes on Monday after a report said the company rewrote driver contracts outside London to reduce exposure to Britain’s new VAT regime, which would have lifted the tax take on app-booked rides. The Economic Times said the changes shift VAT liability to drivers — many below the £90,000 VAT registration threshold — potentially blunting a Treasury revenue projection of about £700 million a year. The Economic Times Why it matters now: VAT (value-added tax) is a
5 January 2026
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Lumentum stock nears $400 as jobs report week looms — here’s what investors watch next

Lumentum stock nears $400 as jobs report week looms — here’s what investors watch next

NEW YORK, Jan 4, 2026, 20:46 ET — Market closed Lumentum Holdings Inc shares head into Monday’s U.S. session with momentum after ending Friday up 4.75% at $386.11. The stock traded as high as $392 and logged about 2.82 million shares in volume, Yahoo Finance data showed. Yahoo Finance The move matters because Lumentum has become a fast-moving proxy for spending on higher-speed data-center links that support artificial intelligence (AI) computing. With the stock already pressing toward a 52-week high, traders are bracing for a week where macro data and risk sentiment can reprice growth names quickly. “The market is
5 January 2026
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Merck stock in focus before Monday: Cidara deal deadline hits Jan. 6 as MRK sits near 52-week high

Merck stock in focus before Monday: Cidara deal deadline hits Jan. 6 as MRK sits near 52-week high

NEW YORK, Jan 4, 2026, 20:43 ET — Market closed Merck & Co shares closed up 1.1% on Friday at $106.45, leaving the stock within sight of a 52-week high ahead of Monday’s U.S. market reopen. MarketWatch The near-term focus is a tender offer — a takeover process where shareholders can sell stock directly for cash at a set price — tied to Merck’s planned purchase of Cidara Therapeutics. A Nasdaq corporate actions alert said the offer is scheduled to expire late Tuesday. NASDAQ Trader That timetable matters because it brings a catalyst into an otherwise light stretch for large-cap
5 January 2026
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Citigroup stock closes higher to start 2026 — here’s what could drive the next move

Citigroup stock closes higher to start 2026 — here’s what could drive the next move

NEW YORK, Jan 4, 2026, 20:10 ET — Market closed Citigroup Inc (NYSE: C) shares ended Friday up 1.7% at $118.70, a firmer close heading into Monday’s reopen after U.S. markets were shut for the weekend. Nasdaq The move matters now because large banks remain tightly tethered to interest-rate expectations. The benchmark 10-year U.S. Treasury yield rose to 4.191% on Friday, up 3.8 basis points (one hundredth of a percentage point), underscoring how quickly rate-sensitive trades can swing. Reuters Investors get the next directional test with the U.S. jobs report due Jan. 9 and the consumer price index on Jan.
5 January 2026
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Bloom Energy stock jumps 14% on $502M Quanta microgrid disclosure — what investors watch next

Bloom Energy stock jumps 14% on $502M Quanta microgrid disclosure — what investors watch next

NEW YORK, Jan 4, 2026, 8:00 PM ET — Market closed Bloom Energy Corp shares surged 13.6% on Friday to close at $98.69, putting the fuel-cell maker in focus heading into Monday’s U.S. session. The rally matters because it underscores how quickly traders are chasing signs that demand for on-site power is turning into large, disclosed spending commitments. It also comes as investors test whether project announcements translate into revenue and cash collections, not just headlines. A late-December disclosure from Taiwan helped sharpen that debate. Quanta Computer said its U.S. unit would buy fuel-cell microgrid systems from Bloom for about
5 January 2026
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Texas Instruments (TXN) stock jumps 2% as chip rally kicks off 2026 — what to watch next

Texas Instruments (TXN) stock jumps 2% as chip rally kicks off 2026 — what to watch next

NEW YORK, January 4, 2026, 20:19 ET — Market closed Texas Instruments Inc shares closed up 2.32% at $177.52 on Friday, snapping a four-session losing streak. The stock traded about 6.1 million shares and is roughly 20% below its 52-week high of $221.69, MarketWatch data showed. MarketWatch The move came as the Philadelphia Semiconductor Index — a basket of U.S.-listed chip stocks — jumped about 4% on the first trading day of 2026, led by big-cap names including Nvidia and Intel, Reuters reported. Reuters Now investors are shifting back to macro catalysts. “The market is looking for direction,” said Matthew
5 January 2026
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Cisco stock set for Monday spotlight after $2 billion Axonius deal report, ex-dividend drop

Cisco stock set for Monday spotlight after $2 billion Axonius deal report, ex-dividend drop

NEW YORK, Jan 4, 2026, 7:58 PM ET — Market closed Cisco Systems Inc. shares are set to be in focus when U.S. markets reopen on Monday after Israel’s Calcalist reported the networking gear maker is in advanced talks to acquire cybersecurity company Axonius for about $2 billion. ctech The report lands as investors reassess big-ticket deal appetite in enterprise technology, where boards have leaned on acquisitions to bolster faster-growing software and security revenue. For Cisco, any M&A headline also feeds into the debate over whether the company prioritizes buybacks and dividends or steps up spending to chase growth. The
5 January 2026
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Palo Alto Networks stock set for Monday spotlight after Guggenheim upgrade, insider sale notices

Palo Alto Networks stock set for Monday spotlight after Guggenheim upgrade, insider sale notices

New York, Jan 4, 2026, 7:50 PM ET — Market closed Palo Alto Networks, Inc. shares closed Friday down 2.6% at $179.37, and traders will be watching for follow-through on Monday after Guggenheim upgraded the cybersecurity company to Neutral from Sell. Moomoo The rating change lands as the stock tries to stabilize after a weak stretch and heightened focus on execution risk tied to Palo Alto’s dealmaking and product shift toward AI-enabled security tools. The next session will show whether buyers treat Friday’s dip as an entry point or a signal to keep trimming exposure. Investing There is also fresh
5 January 2026
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Thermo Fisher (TMO) stock closes higher into 2026 — what to watch before Jan. 29 earnings

Thermo Fisher (TMO) stock closes higher into 2026 — what to watch before Jan. 29 earnings

NEW YORK, January 4, 2026, 19:53 ET — Market closed Thermo Fisher Scientific Inc shares closed Friday up about 2.3% at $592.51, beating the broader market’s modest advance in the first session of 2026. Reuters The move matters heading into Monday because investors are rotating from thin holiday trade into a January calendar packed with economic data and the start of earnings season. Thermo Fisher’s results later this month will be one of the first big readouts for life-science tools demand. Thermo Fisher Scientific Thermo Fisher is a bellwether for “life science tools” — lab instruments, consumables and services used
5 January 2026
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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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