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.
 

•  26 Jan 2026
 

•   AAPL  
   
  +0.20%
•   AMD  
   
  +0.12%
•   BKR  
   
  +0.63%
•   FCX  
   
  -0.91%
•   INTC  
   
  +0.09%

$AAPL is refreshing its AirTag lineup with longer tracking range, a louder speaker, and deeper integration with Apple Watch and the Find My network while keeping the same price. For investors, this is less about the accessory itself and more about ecosystem stickiness. Apple continues to monetize its installed base through incremental hardware upgrades that reinforce loyalty and services engagement, a key driver of its premium valuation.

$NVDA is doubling down on AI infrastructure with a $2 billion investment in CoreWeave, purchasing shares at $87.20 and supporting an expansion plan targeting over 5 gigawatts of data center capacity by 2030. The move strengthens Nvidia grip on the AI cloud stack and signals sustained demand for accelerated computing. It also underscores Nvidia broader ambitions, including its push into general purpose computing, territory historically dominated by Intel.

$USAR is surging after reports that the Trump administration plans a $1.6 billion investment for roughly a 10% stake, positioning the company at the center of efforts to reduce U.S. dependence on Chinese rare earth supply chains. The sharp rally reflects more than speculation. It highlights how geopolitics is increasingly shaping capital flows, particularly in strategic materials tied to defense and advanced technology.

$MU is trading slightly lower following reports that Samsung may supply Nvidia with next generation HBM memory. As a leading competitor in high bandwidth memory, Micron positioning in the AI supply chain is critical. Even unconfirmed shifts in allocation can influence sentiment, as investors attempt to handicap future order flow in one of the most capacity constrained segments.

$INTC continues to slide after last week 17% plunge erased roughly $46 billion in market value. A weak outlook and expectations of continued losses, compounded by rising memory component costs, have rattled confidence. The market is now reassessing the timeline and credibility of Intel turnaround, especially as rivals consolidate technological leadership.

$AMD is modestly lower after a powerful nine session rally that drove shares up about 28%. The pullback appears technical rather than fundamental, as investors digest gains and recalibrate expectations amid Intel struggles. Momentum remains intact for now, but the near term direction may hinge on broader semiconductor sentiment.

$NEM and $FCX are climbing as gold futures break above $5,000 per ounce for the first time. Safe haven demand is intensifying amid fears of a government shutdown and trade policy tensions, lifting mining equities alongside the metal. For portfolio managers, the move signals a renewed appetite for defensive exposure within equity allocations.

$BKR is advancing after beating fourth quarter earnings and revenue expectations, with guidance calling for mid single digit adjusted EBITDA growth this year, above prior market forecasts. The results suggest improved visibility in energy services, offering a counterbalance to macro uncertainty.

$RVMD is tumbling after Merck reportedly ended acquisition talks, removing a key pillar of takeover driven valuation support. Meanwhile, $SRPT is gaining ahead of anticipated three year interim data from a Phase 3 gene therapy trial in Duchenne muscular dystrophy, reflecting biotech binary risk reward dynamic.

$TSLA is reshaping its software strategy by removing Autopilot from base models and pivoting toward a subscription focused Full Self Driving offering. The shift simplifies its lineup but comes as regulatory scrutiny and robotaxi competition intensify, placing greater importance on execution and recurring software revenue.

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