Late Night Market Recap

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•  13 Jan 2026
 

$AMD Advanced Micro Devices stole the spotlight today with a powerful rally, climbing more than six percent on heavy volume. The move was driven by a wave of analyst upgrades tied to accelerating AI server chip demand, alongside notable options activity that signaled rising institutional interest. AMD also stood out among Nasdaq 100 leaders, cementing its role as a momentum name traders could not ignore.

$SMCI Super Micro Computer had a rough session, sliding over five percent as analysts raised concerns around margins and recent deal structures. Despite chatter about the stock nearing technical support, bearish options flow and downgrades kept pressure on shares, making SMCI one of the more closely watched laggards of the day.

$NFLX Netflix ended the session modestly higher after HSBC initiated coverage with a Buy rating, fueling optimism ahead of upcoming earnings. Investors weighed the upgrade alongside broader headlines around streaming deals and legal disputes in the media space, while steady volume reflected continued engagement from both long-term holders and active traders.

$T AT&T drifted lower as the market digested news tied to spectrum asset transactions and broader dividend-focused commentary. The stock also flirted with oversold territory, keeping income-focused investors attentive even as short-term price action leaned cautious.

$WMT Walmart advanced after renewed attention on its operational strategy, including expansion of drone delivery to more U.S. stores. Commentary around management execution and innovation helped reinforce confidence, and the stock’s steady gain reflected its role as a defensive yet forward-looking retail name.

$GOOG Alphabet posted a solid gain as investors reacted to a mix of AI-related developments, manufacturing expansion reports, and renewed focus on its long-term value creation. The stock benefited from positive sentiment around its technology leadership, keeping it firmly in the late-day conversation.

$BABA Alibaba edged higher but faced mixed sentiment as enthusiasm around new AI tools clashed with concerns over cash flow pressure and overheating in China tech. The modest move reflected a market still weighing growth potential against execution risks.

$DAL Delta Air Lines fell sharply after reporting quarterly results that beat expectations on revenue but disappointed on forward guidance. Despite strong demand trends, premium travel strength, and a major Boeing aircraft order to support long-haul expansion, investors focused on the softer outlook, making DAL one of the most actively discussed earnings reactions of the night.

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