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•  26 Jan 2026
 

•   AAPL  
   
  +0.13%
•   AMD  
   
  -0.97%
•   BKR  
   
  +0.02%
•   CRWV  
   
  -2.87%
•   INTC  
   
  -0.47%

The first trading day of the week closed on a cautiously positive note as investors balanced optimism with caution ahead of a packed economic calendar. Major indexes posted modest gains after two consecutive weeks of declines, reflecting tentative demand as traders positioned themselves for the Federal Reserve upcoming rate decision and earnings reports from tech giants. The Dow Jones rose 0.6%, the S&P 500 gained 0.5%, and the Nasdaq added 0.4%, signaling a careful rebound but not yet a definitive trend reversal.

$MU Micron Technology, Inc dropped after news that Samsung is nearing approval from Nvidia to supply HBM4 AI memory chips. Samsung is in the final certification stage and expected to start mass production in February, intensifying competition in the growing AI memory market as Micron and SK Hynix prepare to respond.

$MSFT Microsoft Corp launched its new Maia 200 AI chip for the data centers, aiming to reduce reliance on external suppliers like Nvidia and AMD. Built on TSMC 3-nanometer process, the chip promises cost-efficient performance for large workloads, marking a strategic step in Microsoft AI infrastructure independence and heightening competition among tech leaders investing in custom AI solutions.

$AAPL Apple refreshed its AirTag lineup, adding longer range, a louder speaker, and deeper integration with Apple Watch and Find My, while keeping prices steady. The update reinforces Apple ecosystem appeal and maintains its competitive edge in smart tracking devices.

$CRWV CoreWeave surged after Nvidia invested an additional $2 billion in the AI cloud service provider, expanding CoreWeave computational capacity by over 5 gigawatts through 2030. The deal also includes joint marketing and infrastructure support, reflecting Nvidia push to strengthen its position in cloud AI solutions.

$NVDA confirmed its additional $2 billion investment in CoreWeave, highlighting a broader strategy to compete with Intel and expand influence in AI cloud infrastructure while continuing development of general-purpose computing chips.

$USAR USA Rare Earth jumped on reports that the U.S. government plans a $1.6 billion investment for a 10% stake, part of an effort to reduce dependence on Chinese supply chains for critical minerals. The move places the company at the center of geopolitical and strategic discussions, driving strong investor interest in rare-earth stocks.

$INTC Intel Corp extended losses following last week sharp drop, as disappointing forecasts and rising memory costs weighed on investor sentiment. The recent declines have erased significant market value, leaving traders assessing the potential recovery path carefully.

$AMD Advanced Micro Devices slipped slightly after a nine-day rally, a pause seen more as a technical correction than a trend change amid optimism driven by Intel struggles.

$NEM Newmont Mining Corp and Freeport-McMoran rose on gold first break above $5,000 per ounce, reflecting heightened demand for safe-haven assets amid regulatory uncertainty and trade tensions.

$BKR Baker Hughes climbed after exceeding Q4 earnings and revenue expectations, with the company forecasting mid-single-digit EBITDA growth for the year, suggesting stability in the energy services sector.

$RVMD Revolution Medicines tumbled after Merck halted acquisition talks, triggering aggressive profit-taking as investors had priced potential deals into the stock.

$SRPT Sarepta Therapeutics jumped on news of upcoming three-year interim Phase III gene therapy data for Duchenne muscular dystrophy, boosting sentiment ahead of market open.

$TSLA Tesla removed Autopilot from base models, focusing on its FSD subscription service while navigating regulatory scrutiny and rising competition in autonomous driving technology.

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