Wall Street Today in the Buzz

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Your pulse on Wall Street! WallStreetBuzz delivers real-time market intelligence, breaking news, and expert analysis. From opening bell to closing bell, we cover major movers, market trends, sector rotation, institutional flows, and the stories moving stocks. Stay ahead of the curve with our comprehensive market coverage.
 

•  14 Jan 2026
 

•   BAC  
   
  +0.02%
•   INTC  
   
  -2.62%
•   JPM  
   
  +0.05%
•   MSTR  
   
  +0.04%
•   NVDA  
   
  -0.42%

Wall Street is pulling back after a strong start to the year. The Nasdaq is down about 1.4%, while the S&P 500 is lower by roughly 1% and the Dow Jones is off around 0.6%. This move is not driven by panic, but by a growing need to reassess valuations, earnings quality, and macro risk while key questions remain unanswered.

$NVDA is trading lower during the session, even as headlines around AI chip shipments to China appear supportive on the surface. U.S. approval for H200 chip exports offers a potential revenue tailwind, but mixed and cautious messaging from Beijing is holding traders back. This reflects a deeper concern: AI demand remains strong, but geopolitical and regulatory uncertainty is now embedded in the stock’s risk profile, making near-term upside harder to justify without clarity.

$INTC is showing relative strength as trading continues, extending the positive momentum seen recently. Investors are responding to improving sentiment around Intel’s AI positioning and increased demand from cloud providers. In a market that is becoming more selective, Intel is attracting interest as a turnaround story with operational leverage, rather than a crowded momentum trade.

$JPM remains under pressure following its earnings report, which set a cautious tone for the banking sector. Lower profits and conservative forward guidance are pushing traders to question how much upside remains for large banks in a slowing growth environment. As the session unfolds, financials are acting more like a drag than a source of stability for the broader market.

$WFC is also weighing on sentiment after missing earnings expectations. Despite revenue growth, higher costs and a significant one-time expense related to layoffs are keeping the stock on the defensive. Wells Fargo highlights the challenge banks face in protecting margins while navigating economic and political uncertainty.

$BAC is holding up better than its peers after posting stronger-than-expected earnings and revenue. However, the muted reaction during the open session suggests investors are not ready to reward isolated beats. The market appears to be waiting for confirmation that resilience is widespread across the banking system before committing fresh capital.

$MSTR is outperforming sharply as crypto-linked stocks attract renewed interest. With Bitcoin climbing more than 3% and approaching the $95,000 area during the session, traders are using Strategy as a leveraged way to express bullish crypto sentiment. The move underlines the growing divergence between traditional equities and alternative assets.

$VLN is sliding during the session down roughly 9%, serving as a reminder that stocks without strong conviction or near-term catalysts can be punished quickly when risk appetite fades.

$RIVN is trading lower after a downgrade to sell even as the price target was raised. The message investors are sending is clear: valuation matters more than long-term vision right now.

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