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Stock Market 2 January 2026

Rocket Lab stock slides as cash-burn warning hits RKLB at start of 2026

Rocket Lab stock slides as cash-burn warning hits RKLB at start of 2026

Rocket Lab shares fell in early U.S. trading on Friday as investors reassessed how long the space company can keep funding growth before it turns into cash. The stock was down 2.5% at $67.99 at 9:37 a.m. EST, MarketWatch data showed. MarketWatch The pullback comes as Rocket Lab enters 2026 with rising expectations that it can expand beyond small-rocket launches into higher-value defense and satellite work. That shift matters because customers and investors are increasingly focused on delivery timelines and cash discipline after a strong run in space-related stocks.
2 January 2026
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AppLovin stock slides into 2026 as investors test its sky-high margins

AppLovin stock slides into 2026 as investors test its sky-high margins

AppLovin shares fell about 6% on Friday morning, extending a retreat that began in the final days of 2025 as investors reassessed one of the market’s standout momentum names. The move matters at the start of the year because AppLovin’s run-up has made the stock unusually sensitive to valuation questions and any hint that growth is cooling, even without new company-specific news.
2 January 2026
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AMD stock jumps to start 2026 as MI450 AI chips and Helios racks draw fresh attention

AMD stock jumps to start 2026 as MI450 AI chips and Helios racks draw fresh attention

Advanced Micro Devices’ shares rose about 5% on Friday, kicking off 2026 with a fresh burst of optimism around the chipmaker’s artificial intelligence hardware plans. The stock was up 5.2% at $225.24 by 10:13 a.m. ET. The early-year move comes as investors reassess demand for AI infrastructure after a strong 2025 run for chip stocks. AMD is pitching a new generation of data-center accelerators and “rack-scale” systems as it tries to win larger deployments from cloud and enterprise customers.
2 January 2026
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Walmart stock draws fresh buy talk for 2026 as e-commerce growth narrows Amazon gap

Walmart stock draws fresh buy talk for 2026 as e-commerce growth narrows Amazon gap

Walmart shares traded around $111.56 on Friday morning, little changed as fresh investor commentaries kept attention on the retailer’s online push and expanding profit streams. The debate matters at the start of 2026 as investors look for companies that can hold up if shoppers stay price-conscious, while still posting growth in digital sales. Walmart’s scale gives it room to gain share across groceries, general merchandise and delivery.
2 January 2026
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AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

NEW YORK, January 2, 2026, 10:13 ET — Regular session Nvidia shares rose 2.9% to $191.93 on Friday after Reuters reported the AI chipmaker had approached Taiwan Semiconductor Manufacturing Co about ramping up production of its H200 graphics processing units, chips used to train and run AI models. Sources told Reuters Chinese technology companies have ordered more than 2 million H200 chips for delivery in 2026, far above Nvidia's current inventory of about 700,000 units. The report said TSMC was expected to start work on expanded output in the second quarter, but Chinese authorities have yet to greenlight any H200 shipments. Reuters
2 January 2026
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Stock Market Today

  • Market profit-taking in focus as Najarian talks second-half winners and trends
    July 1, 2026, 6:52 PM EDT. Jon Najarian, co-founder of Market Rebellion, talks about market profit-taking and where the second-half stock market race could head. He flags data center stocks and points to Meta Platforms and its new cloud push, which sells extra artificial intelligence (A.I.) computing capacity. Najarian makes his case for fresh picks as investors look at their portfolios in a market that's shifting.
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