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Stock Market 1 January 2026 - 2 January 2026

ASML stock today: China’s 50% homegrown chip-tool push puts 2026 demand in focus

ASML stock today: China’s 50% homegrown chip-tool push puts 2026 demand in focus

NEW YORK, January 1, 2026, 18:05 ET — Market closed. ASML Holding N.V.’s U.S.-listed shares slipped in the latest session after Reuters reported China is pushing chipmakers to use more domestically made equipment when building out new capacity. The stock was last at $1,069.86, down 0.25% from the previous close, after trading between $1,068.40 and $1,081.99. U.S. equities were closed on Thursday for the New Year’s Day holiday. New York Stock Exchange
JPMorgan stock forecast 2026: Wall Street sees slim upside as rate bets and spending plans collide

JPMorgan stock forecast 2026: Wall Street sees slim upside as rate bets and spending plans collide

JPMorgan Chase & Co is entering 2026 with Wall Street looking for only modest upside, with an average 12-month price target near $329 and a “Hold” consensus rating. The stock was last at $322.22, leaving analysts’ midpoint forecast about 2% above the market, based on 27 ratings tracked by MarketBeat. MarketBeat That tight gap matters now because investors are resetting risk at the start of the year, and big banks sit at the center of the interest-rate debate. Small shifts in rate expectations can quickly move bank earnings forecasts and valuations.
1 January 2026
Eli Lilly stock forecast 2026: Analysts see modest upside as pricing pressure bites

Eli Lilly stock forecast 2026: Analysts see modest upside as pricing pressure bites

Drugmakers plan to raise U.S. list prices on at least 350 branded medicines in 2026, according to data from healthcare research firm 3 Axis Advisors. The median increase is about 4%, and the figures do not reflect rebates or other discounts. The same dataset showed drugmakers also plan to cut list prices on about nine medicines, including a more than 40% reduction for diabetes drug Jardiance, sold by Boehringer Ingelheim and Eli Lilly, after Medicare negotiated a lower price for 2026. Reuters For investors, that is the opening backdrop for the Eli Lilly stock forecast in 2026: strong demand drivers on one side, widening political and commercial pressure on drug pricing on the other.
Buffett’s CEO handoff is here — what analysts forecast for Berkshire Hathaway stock in 2026

Buffett’s CEO handoff is here — what analysts forecast for Berkshire Hathaway stock in 2026

Berkshire Hathaway Inc shares ended 2025 slightly lower on Warren Buffett’s final day as chief executive, as Greg Abel took over the top job at the $1.08 trillion conglomerate at the start of 2026. Class B shares closed down $1.06, or 0.2%, at $502.65, and Berkshire ended September with $381.7 billion of cash and equivalents while it has not said who will take over its $283.2 billion equity portfolio. Reuters The changeover matters now because Berkshire’s stock has long carried a “Buffett premium” — investors paying up for the expectation that Buffett’s judgment would guide capital allocation through booms and busts.
Micron stock forecast 2026: China’s CXMT IPO adds a new competition test for MU

Micron stock forecast 2026: China’s CXMT IPO adds a new competition test for MU

China’s ChangXin Memory Technologies said it plans to raise 29.5 billion yuan in a Shanghai initial public offering of 10.6 billion shares, with proceeds aimed at upgrading DRAM production and funding research, a prospectus showed. CXMT said it aims to begin production by end-2026 at an HBM back-end packaging facility in Shanghai, as it tries to gain ground in a market dominated by Micron Technology, Samsung Electronics and SK Hynix. Reuters The move lands as Micron heads into 2026 after more than tripling in value in 2025, one of the standout runs in a market rally powered by artificial intelligence-linked stocks. Investors are now weighing how long Micron can sustain elevated pricing in a memory market known for sharp swings. Reuters
1 January 2026
Walmart stock forecast 2026: Analysts see modest upside for WMT as tech push meets a pricey valuation

Walmart stock forecast 2026: Analysts see modest upside for WMT as tech push meets a pricey valuation

The 2026 forecast for Walmart’s stock points to modest upside, with analysts’ 12-month price targets averaging $123.63, TipRanks data showed. Walmart shares last traded at $111.41. Targets range from $108 to $136 and the consensus rating is “Strong Buy.” TipRanks The outlook matters as investors reset for 2026 after U.S. stocks logged another year of gains in 2025, even as the major indexes ended the final session lower. The S&P 500 rose 16.39% in 2025, the Nasdaq gained 20.36% and the Dow added 12.97%, Reuters reported. Reuters
Saudi Aramco stock forecast 2026: Can dividends offset weak oil after 2025’s 15% slide?

Saudi Aramco stock forecast 2026: Can dividends offset weak oil after 2025’s 15% slide?

Saudi Arabian Oil Co, better known as Saudi Aramco, enters 2026 after its shares fell 15.04% in 2025, the stock’s worst annual drop since its December 2019 IPO, amid weak oil markets and rising regional tensions. Saudi Arabia’s benchmark ended the year about 13% lower, and Milad Azar, a market analyst at XTB MENA, said the market may rebound in 2026 as monetary policy eases and interest rates decline, but “key risks could remain oil and global growth.” Reuters Saudi Arabia’s Tadawul All Share Index, the main benchmark, rose 0.6% on Thursday in the first session of the year. The early gains are sharpening the focus on whether Aramco’s payouts can anchor sentiment in 2026 after the previous year’s selloff. Reuters
TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

Taiwan Semiconductor Manufacturing Co said the U.S. Department of Commerce granted its Nanjing unit an annual export licence that allows U.S. export-controlled items to be supplied without the need for individual vendor licences. The approval replaces a waiver known as validated end-user status — which let designated plants receive some controlled items with fewer approvals — that expired on Dec. 31, and Samsung Electronics and SK Hynix have received similar licences. TSMC said the Nanjing fab makes 16-nanometre and other mature-node chips and generated about 2.4% of the company’s 2024 revenue. Reuters The policy shift lands as investors build a 2026 outlook for TSMC stock, balancing the AI boom against tighter U.S.-China technology rules. Even small disruptions to tools and servicing can ripple through chip output, and the market has treated compliance risk as a valuation variable.
Axsome Therapeutics (AXSM) stock jumps after FDA sets April 30 decision for Alzheimer’s agitation drug

Axsome Therapeutics (AXSM) stock jumps after FDA sets April 30 decision for Alzheimer’s agitation drug

NEW YORK, January 1, 2026, 16:58 ET — Market closed Axsome Therapeutics shares jumped about 23% in the most recent session on Wednesday after the company said the U.S. Food and Drug Administration accepted its supplemental application for AXS-05 to treat agitation in Alzheimer’s disease and granted the filing priority review. The stock last traded at $182.64, after swinging between $148.79 and $184.40 on volume of about 3.1 million shares. Businessinsider
Apple stock forecast for 2026: Can AAPL reach $350 as AI questions linger?

Apple stock forecast for 2026: Can AAPL reach $350 as AI questions linger?

Wedbush Securities analyst Dan Ives kept a $350 price target on Apple and listed the iPhone maker among his top five artificial-intelligence picks for 2026. “The elephant in the room remains the invisible AI strategy,” Ives wrote, saying Apple’s installed base of 2.4 billion iOS devices and 1.5 billion iPhones gives it leverage if it accelerates AI efforts. Business Insider The call lands as investors reset positions after U.S. stocks logged another year of double-digit gains, helped by enthusiasm around AI-focused names despite tariff uncertainty. The S&P 500 rose 16.39% in 2025, the Nasdaq gained 20.36% and the Dow climbed 12.97%, Reuters reported. Reuters
Alphabet stock forecast for 2026: Wall Street lifts targets to $385 as AI search meets a spending test

Alphabet stock forecast for 2026: Wall Street lifts targets to $385 as AI search meets a spending test

Citizens Financial Group analyst Andrew Boone lifted his 12-month price target — an estimate of where a stock could trade — on Alphabet to $385, implying about 22% upside from Tuesday’s close. “We view AI search as a tailwind near term for query growth,” Boone wrote in a research note. TD Cowen’s John Blackledge and Evercore ISI’s Mark Mahaney also carry bullish ratings, with price targets of $350 and $325, respectively, Barron’s reported. Barron's The new calls land as Alphabet heads into 2026 after a roughly 65% jump in 2025, a major driver of the S&P 500’s communication services sector. U.S. stocks finished the year near record highs, and markets are closed on Thursday for the New Year’s Day holiday, leaving investors to reset positions with limited fresh price signals. Reuters

Stock Market Today

  • Lean Hogs End Mixed; Traders Look to Tuesday Session
    June 30, 2026, 12:41 PM EDT. Lean hog futures ended Monday with nearby months up 70 to 90 cents but deferred months down 42 cents to $1.30. The Chicago Mercantile Exchange (CME) Lean Hog Index edged down 23 cents to $91.55 for June 25. USDA's morning pork cutout moved up $2.29 to $97.66, even with a softer butt primal. Federal hog slaughter was pegged at 485,000 head, higher than both a week ago and last year. July and August contracts climbed 90 and 70 cents, October dropped 42.5 cents. Traders stayed cautious with an eye on Tuesday's action.
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