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Stocks News 26 January 2026

Cloudflare stock jumps on viral ‘Clawdbot’ AI-agent buzz as Wall Street eyes Feb. 10 earnings

Cloudflare stock jumps on viral ‘Clawdbot’ AI-agent buzz as Wall Street eyes Feb. 10 earnings

Cloudflare shares surged 11.5% to $193.30 Monday, outpacing sector rivals after social media buzz around “Clawdbot,” an open-source AI agent built on Anthropic’s Claude. Wolfe Research linked the rally to expectations that Cloudflare’s network could benefit if AI-driven traffic rises. Investors await Cloudflare’s Feb. 10 earnings and the Federal Reserve’s policy decision this week. Akamai, Fastly, and Zscaler also posted gains.
26 January 2026
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USA Rare Earth (USAR) stock jumps as U.S. backs $1.6 billion CHIPS-linked funding plan

USA Rare Earth (USAR) stock jumps as U.S. backs $1.6 billion CHIPS-linked funding plan

USA Rare Earth shares surged 17% to $28.94 after announcing a non-binding deal with the U.S. Commerce Department for $277 million in federal funding, a $1.3 billion loan, and a $1.5 billion PIPE. The funding would support a Texas rare earth mine and an Oklahoma magnet plant. A $1.5 billion private placement is set to close January 28. The deal faces hurdles before final agreements are reached.
26 January 2026
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Thermo Fisher Scientific stock rises toward $631 as TMO heads into Jan. 29 earnings

Thermo Fisher Scientific stock rises toward $631 as TMO heads into Jan. 29 earnings

Thermo Fisher shares rose 0.8% to $631.24 by midday Monday in New York, rebounding from an early dip ahead of Thursday’s earnings report and 2026 outlook. Options markets point to an expected 4% swing after results. Analysts forecast Q4 earnings of $6.43 per share, up from $6.10 a year ago. The company will hold its earnings call at 8:30 a.m. ET on Jan. 29.
26 January 2026
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Gilead stock ticks up after BMO lifts target to $150, flags Yeztugo coverage gains

Gilead stock ticks up after BMO lifts target to $150, flags Yeztugo coverage gains

Gilead Sciences shares rose 0.9% to $137.21 midday Monday after BMO Capital Markets raised its price target to $150, citing expanded insurance coverage for Yeztugo, Gilead’s new HIV prevention shot. CVS confirmed coverage starting Jan. 1, pushing overall insurer coverage above 80%. Gilead says it has already met its 2025 Yeztugo sales target of $150 million. Investors await Gilead’s earnings report, expected Feb. 10.
26 January 2026
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Microsoft stock dips early as MSFT investors brace for Azure test and Fed week

Microsoft stock dips early as MSFT investors brace for Azure test and Fed week

Microsoft shares fell 0.6% to $462.94 in early Monday trading, ahead of its fiscal Q2 earnings report due Wednesday. Investors are focused on Azure’s growth and rising AI data center costs, as CFO Amy Hood warned of ongoing capacity constraints. Microsoft also issued a rare emergency Windows update last week after reports of app freezes. Broader markets opened flat, with the Dow and S&P 500 slightly higher.
26 January 2026
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Neste Oyj stock jumps nearly 6% as Goldman, Morgan Stanley turn bullish ahead of Feb 5 earnings

Neste Oyj stock jumps nearly 6% as Goldman, Morgan Stanley turn bullish ahead of Feb 5 earnings

Neste shares rose 5.9% to 21.95 euros in Helsinki, hitting a 52-week high after upgrades from Morgan Stanley and Goldman Sachs. Analysts cited stronger renewable fuel prices and higher margins ahead of the company’s Feb. 5 results. Neste remains in a “silent period” until then, offering no new guidance. BNP Paribas Exane downgraded the stock, citing its recent rally.
26 January 2026
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Energy Fuels stock climbs in premarket as Washington’s rare-earth push lifts UUUU

Energy Fuels stock climbs in premarket as Washington’s rare-earth push lifts UUUU

Energy Fuels Inc shares rose 4.3% in U.S. premarket Monday, trading at $25.50 after news the Trump administration will acquire a 10% stake in USA Rare Earth as part of a $1.6 billion deal. The move follows Energy Fuels’ agreement to buy Australian Strategic Materials for $300.9 million, linking rare earth operations in the U.S., Korea, and Australia. USA Rare Earth and MP Materials also gained in early trading.
26 January 2026
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Sarepta Therapeutics (SRPT) stock jumps premarket ahead of Elevidys EMBARK 3-year data

Sarepta Therapeutics (SRPT) stock jumps premarket ahead of Elevidys EMBARK 3-year data

Sarepta Therapeutics shares rose 6.5% to $22.51 in early premarket trading Monday, following a 9.65% after-hours surge Friday ahead of new Elevidys trial data. Investors await three-year results from the Phase 3 EMBARK study in Duchenne muscular dystrophy, with safety concerns heightened after FDA restrictions and patient deaths. About 17,600 shares changed hands premarket, according to Public.com.
26 January 2026
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iFAST stock rises near a 52-week high — the MAS decision and Feb. results are the next triggers

iFAST stock rises near a 52-week high — the MAS decision and Feb. results are the next triggers

iFAST shares rose 0.6% to S$10.43 on Monday, trading near a 52-week high with about 861,000 shares changing hands. Investors are watching Thursday’s Monetary Authority of Singapore policy review and iFAST’s Feb. 12 earnings release. The company’s pending 30% stake acquisition in Financial Alliance remains in focus. No new disclosures were made Monday.
26 January 2026
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Stock Market Today

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

7 February 2026
Walmart shares rose 3.3% Friday to $131.18, up 10% since Jan. 30, as the Dow closed above 50,000 for the first time. The retailer’s market value crossed $1 trillion this week. Investors await January inflation data on Feb. 13 and Walmart’s quarterly results on Feb. 19 for signs of continued momentum.
Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

7 February 2026
Caterpillar shares surged 7.1% to $726.20 Friday, driving the Dow above 50,000 for the first time. The move erased recent losses and followed insider selling by Group President Bob De Lange earlier in the week. Deere and CNH Industrial also gained as investors rotated into industrial stocks. Markets await next week’s U.S. jobs and inflation data.
Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon stock slides as $200B AI spending plan meets cautious profit outlook

7 February 2026
Amazon shares fell 9% Friday after the company announced plans for $200 billion in 2026 capital spending, mainly for AWS and AI, and issued a first-quarter profit outlook below estimates. The stock drop could erase $200 billion in market value. Fourth-quarter net sales rose 14% to $213.4 billion, while free cash flow declined due to higher spending on AI infrastructure.
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