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Stock Market News 3 January 2026

Fluence Energy stock jumps 16% to start 2026 — what’s driving FLNC and what comes next

Fluence Energy stock jumps 16% to start 2026 — what’s driving FLNC and what comes next

NEW YORK, January 3, 2026, 04:55 ET — Market closed Shares of Fluence Energy, Inc. (FLNC) jumped 16.3% on Friday to close at $23.01. The Nasdaq-listed stock traded between $20.18 and $23.13 and changed hands about 6.1 million times. The rally matters because battery storage is a financing-heavy business: big projects often rely on debt, and the sector can react sharply when markets reassess interest rates. A fast move at the start of the year can also force short-term positioning changes as portfolios reset. Energy storage systems help balance the grid by storing electricity when supply is high and releasing
Netflix stock slides to start 2026 as Warner deal drama and earnings loom

Netflix stock slides to start 2026 as Warner deal drama and earnings loom

NEW YORK, January 3, 2026, 04:58 ET — Market closed Netflix shares fell 2.97% to close at $90.99 on Friday, extending a pullback that traders have tied to uncertainty around the company’s planned acquisition of Warner Bros. Discovery’s studio and streaming assets. The stock traded between $90.83 and $94.50 and finished the day with about 41 million shares changing hands. The move matters now because Netflix is heading into a dense January catalyst stretch with its biggest strategic bet in years still under scrutiny. Investors are weighing whether the deal will add scale and content strength — or raise regulatory
Rambus stock (RMBS) jumps 8% to near $100 as chip rally kicks off 2026 — what investors watch next

Rambus stock (RMBS) jumps 8% to near $100 as chip rally kicks off 2026 — what investors watch next

NEW YORK, January 3, 2026, 04:59 ET — Market closed Rambus Inc (RMBS) jumped 8.0% on Friday to close at $99.28. The Nasdaq-listed stock traded between $95.21 and $100.68 and finished up from a prior close of $91.89, while still below its 52-week high of $114.55, the company’s investor relations site showed. The move came as semiconductor shares led a broader Wall Street rebound on the first trading day of 2026, with the Philadelphia SE Semiconductor index (.SOX) — a gauge of major U.S. chip stocks — up 4%. “The market is seeing a ‘buy the dip, sell the rip’
Micron stock jumps 10% after Bernstein lifts target — what’s next for MU

Micron stock jumps 10% after Bernstein lifts target — what’s next for MU

NEW YORK, January 3, 2026, 04:50 ET — Market closed Micron Technology, Inc. shares ended Friday up 10.5% at $315.42, outperforming the broader chip group as Wall Street opened 2026 with a rotation back into semiconductors. The move matters because Micron sits close to the center of the supply-and-demand fight in memory chips, where price swings can quickly reshape profits. Investors have been leaning into the view that artificial intelligence-driven data-center buildouts will keep demand firm while supply remains tight. It also lands as traders head into a data-heavy January, with interest-rate expectations still doing a lot of the steering
Hyperscale Data (GPUS) stock jumps nearly 49% after insider buying disclosed — what to watch next

Hyperscale Data (GPUS) stock jumps nearly 49% after insider buying disclosed — what to watch next

NEW YORK, January 3, 2026, 04:43 ET — Market closed Hyperscale Data, Inc. shares surged on Friday after a regulatory filing disclosed sizable insider purchases by the company’s executive chairman. The stock closed at $0.2730, up 48.69% from Thursday’s close, according to Investing.com data. Investing The buying matters because it lands at a moment when micro-cap “AI infrastructure” and crypto-adjacent stocks can move sharply on incremental signals, especially when liquidity is thin and daily volume swings are large. For Hyperscale Data, the disclosure offered traders a fresh data point on insider conviction as the company pitches itself around AI data
Western Digital stock surges nearly 9% to start 2026 — what’s driving WDC now

Western Digital stock surges nearly 9% to start 2026 — what’s driving WDC now

NEW YORK, January 3, 2026, 04:36 ET — Market closed. Western Digital Corp shares ended Friday up 8.96% at $187.70, after trading between $176.00 and $188.90. The move underscored investors’ early-year appetite for “AI infrastructure” stocks — companies that supply the hardware needed to build and run artificial intelligence systems. “Value is outperforming growth and AI infrastructure is up,” said Jed Ellerbroek, portfolio manager at Argent Capital in St. Louis. Reuters Other data-storage and memory names moved in tandem, with Micron Technology up 10.51%, Seagate Technology up 4.40% and Sandisk up 15.96% on the day. Western Digital has been repositioning
Why AppLovin stock plunged to start 2026 — and what APP investors are watching next

Why AppLovin stock plunged to start 2026 — and what APP investors are watching next

NEW YORK, January 3, 2026, 04:31 ET — Market closed AppLovin Corp (APP.O) shares slid 8.2% to end Friday at $618.32, after swinging between $688.36 and $611.06 in the first U.S. session of 2026. The selloff matters now because AppLovin has become a momentum trade — a stock investors piled into because it kept rising — and those positions tend to unwind quickly when the calendar turns and money managers rebalance. A sharp break can also draw in rules-based selling tied to price trends, magnifying day-to-day moves. The decline extended APP’s losing streak to seven sessions from an all-time closing
Halliburton stock jumps 4.7% to start 2026 — here’s what investors are watching next

Halliburton stock jumps 4.7% to start 2026 — here’s what investors are watching next

NEW YORK, January 3, 2026, 04:24 ET — Market closed. Halliburton shares ended Friday up 4.7% at $29.60, extending a rally across oilfield services stocks as U.S. markets opened 2026 with a tilt toward cyclical and value names. The move matters because Halliburton is a high-beta read on drilling and completion activity — the day-to-day work of keeping wells producing — and its stock often moves with shifts in oil prices and energy spending expectations. It also lands at a moment when investors are rebalancing early-year exposure as they weigh interest-rate policy, economic data and the earnings calendar after a
Carvana stock drops 5% after insider sale filings; what CVNA investors watch next week

Carvana stock drops 5% after insider sale filings; what CVNA investors watch next week

NEW YORK, January 3, 2026, 04:22 ET — Market closed Carvana Co shares fell 5.2% on Friday to $400.25, the last close before U.S. markets shut for the weekend. The drop left Carvana lagging a broader market that started 2026 with modest gains, putting the spotlight back on single-stock catalysts after thin holiday trading. Reuters That matters for Carvana because the stock has become a high-volatility gauge of risk appetite, and investors are looking for fresh signals early in the new year. “The market is looking for direction,” Matthew Maley, chief market strategist at Miller Tabak, told Reuters. Reuters Late
NuScale Power stock jumps 15% as nuclear shares rebound — what SMR traders watch next

NuScale Power stock jumps 15% as nuclear shares rebound — what SMR traders watch next

NEW YORK, January 3, 2026, 04:20 ET — Market closed. NuScale Power Corporation shares jumped 15.1% on Friday to close at $16.31, after trading between $14.33 and $16.73 on volume of about 31.1 million shares. Oklo rose 8.4%, Cameco gained 7.7% and BWX Technologies advanced 5.2% in the same session. The move matters because NuScale sits in the “advanced nuclear” trade — a volatile corner of the market that investors use to express views on rising power demand and how fast new reactor technology can reach customers. It also lands as traders reset positioning for 2026. “Buy the dip, sell
FTSE 100 Smashes 10,000 as AI Bubble Talk Returns to Markets in 2026

FTSE 100 Smashes 10,000 as AI Bubble Talk Returns to Markets in 2026

NEW YORK, January 3, 2026, 04:14 ET London’s FTSE 100 rose above 10,000 points for the first time on Friday, hitting an intraday high of 10,046.3 as markets reopened after the New Year holiday, a PA Media/dpa report carried by Bernama said. The index gained 21.5% in 2025, its best annual rise since 2009, helped by defence, mining and financial stocks. The milestone lands as investors try to gauge whether the rally that carried through 2025 can broaden in 2026, or whether price gains are running ahead of the economy. The timing matters because early-year positioning often sets the tone
ASML stock jumps nearly 9% after analyst U-turn doubles target to $1,500

ASML stock jumps nearly 9% after analyst U-turn doubles target to $1,500

NEW YORK, January 3, 2026, 04:08 ET — Market closed. ASML Holding N.V. shares climbed 8.7% in the last U.S. session, ending at $1,163.78 after a bullish analyst reversal helped propel the Dutch chipmaking equipment maker higher. The move matters for investors because ASML sits at the critical step of making advanced semiconductors: lithography, the process used to print circuit patterns onto silicon wafers. When demand expectations shift for ASML’s tools, it tends to ripple across the broader chip cycle. Chip stocks led the first trading day of 2026, with the Philadelphia SE Semiconductor index up 4%, while the Dow

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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