Stock Market News for January 5, 2026
739 news published.
Biotech and drug‑development catalysts reshaping valuations
Moderna (MRNA) submitted global regulatory filings for its seasonal flu vaccine, broadening revenue beyond COVID and improving longer‑term growth visibility.
Incyte (INCY) reported positive pivotal topline data for tafasitamab in first‑line DLBCL — a late‑stage win that could shift treatment standards if regulators concur.
Bright Minds (DRUG) will announce topline Phase‑2 results for BMB‑101 on Jan. 6 — a binary readout that could reprice the micro‑cap biotech peer group.
Crinetics Pharmaceuticals (CRNX) filed for a proposed stock offering, a capital raise that may fund late programs but pressures share count; investors will watch use of proceeds.
GLP‑1 and weight‑management: distribution and platform moves
Novo Nordisk (NVO) expanded availability of its oral Wegovy® across the U.S., normalizing GLP‑1 therapy and widening long‑term revenue opportunity (announcement).
Retail responses include GoodRx (GDRX) posting cash pricing for the launch (pricing note) and Weight Watchers (WW) expanding integrated GLP‑1 access (update).
Semiconductors, autonomy and AI infrastructure
Microchip Technology (MCHP) provided a Q3 fiscal‑2026 business update, a check‑in on demand across automotive and industrial — investors will parse guidance cadence for cyclical signs.
Cerence (CRNC) was selected by Geely to power an LLM‑driven in‑car AI experience with its xUI platform, reinforcing software monetization in automotive cockpits.
Ambarella (AMBA) introduced a new edge‑AI 8K SoC, targeting vision AI stacks for cameras and ADAS suppliers.
Qualcomm (QCOM) rolled out a robotics suite aimed at powering physical AI — a push that widens chipmakers' addressable market into automation (announcement).
Texas Instruments (TXN) expanded its automotive portfolio to support autonomous driving adoption, helping demand for sensors and power management components (release).
NVIDIA (NVDA) said its BlueField‑4 will power a new class of AI‑native storage infrastructure — a critical move as AI workloads push IO, not just compute, driving demand for accelerators and intelligent NICs.
Intel (INTC) debuted the Core Ultra Series 3 at CES, the first on Intel 18A — a product and node milestone that matters for client performance roadmaps and competitive positioning.
Supermicro (SMCI) announced support for upcoming NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8 systems and expanded liquid‑cool rack manufacturing, aligning server OEMs with accelerated AI demand.
HP (HPQ) showcased new intelligent‑workstation and hybrid‑office solutions at CES — product updates that target enterprise workflow and generative AI use cases (CES coverage).
Magna (MGA) said it will offer DRIVE Hyperion‑compatible ECUs and Tier‑1 integration services for NVIDIA DRIVE AV — a move that could accelerate OEM adoption by bundling hardware and integration at scale.
Aeva (AEVA) will integrate its 4D LiDAR as a reference sensor within NVIDIA DRIVE Hyperion, strengthening sensor‑stack partnerships in automated driving ecosystems.
Corporate finance, buybacks and capital‑structure moves
Okta (OKTA) unveiled a $1 billion repurchase program, a vote of confidence amid identity‑security competition.
Veeva (VEEV) announced a share repurchase program, adding to the buyback theme as software names reallocate excess cash toward EPS support.
Jefferson Capital (JCAP) launched a secondary offering with a concurrent repurchase, a dual move that can manage float while providing liquidity for selling shareholders.
Earnings, results and conference calls to watch
Fortinet (FTNT) set a date for fourth‑quarter and full‑year 2025 results — a readout that could reset expectations on subscription growth and cybersecurity margins (notice).
Lucid (LCID) announced Q4 production and deliveries and a results date — key operational metrics for EV ramp assessment (release).
Citizens Financial Group (CFG) released details for its fourth‑quarter and full‑year 2025 earnings call, where net interest margin and credit trends will be in focus (notice).
United Airlines (UAL) will host a webcast of fourth‑quarter and full‑year 2025 results — watch capacity, unit revenue and fuel guidance (webcast notice).
Ares Management (ARES) scheduled its fourth‑quarter and full‑year 2025 earnings release and call, a moment for investors to assess fee generation and private‑markets momentum.
Lockheed Martin (LMT) announced its fourth‑quarter and full‑year 2025 earnings webcast — defense backlog, program cost execution and services margins will be in focus.
Corporate strategy, M&A and operational leadership
Jacobs (J) agreed to acquire the remaining stake in PA Consulting, deepening consulting scale and recurring‑revenue exposure (terms).
Jabil (JBL) bought Hanley Energy Group to bolster AI data‑center power capability — a vertical bolt‑on aligning manufacturing with hyperscaler demand (release).
Ingersoll Rand (IR) expanded life‑sciences capabilities with the acquisition of Scinomix, targeting growth in bioprocessing equipment and service attach.
RTX (RTX) won an FAA contract to deploy next‑generation surveillance radars for the National Airspace System — a multi‑year program that supports defense‑prime backlog and recurring systems revenue.
Westlake (WLK) strengthened its compounds portfolio with the acquisition of ACI Compounding Solutions (details), supporting specialty resin margins.
Steel Dynamics (STLD) and SGH confirmed the submission of a non‑binding indication of interest (NBIO) to acquire BlueScope Steel Ltd — a potential cross‑border consolidation that would reshape regional steel supply and pricing dynamics.
Energy, storage and industrial execution
Energy Vault (NRGV) began construction of a 150 MW SOSA Energy Center in ERCOT and reported cash above $100 million, lifting its footprint to >340 MW under operation and construction (statement).
Vistra (VST) added to its generation portfolio with the acquisition of Cogentrix, reinforcing utility‑scale generation scale and merchant exposure.
Transocean (RIG) won contract awards totaling $168 million, bolstering near‑term backlog in offshore services (release).
Materials and critical‑minerals partnerships
Intrepid (IPI), Aquatech and Adionics reported progress on a lithium project in Utah, a local supply move that supports U.S. critical‑minerals strategy and battery supply chains.
Hecla (HL) announced a 2026 Investor Day, where reserve development and cost curves will be central to metal‑price exposure for investors.
Markets, listings and auto sales trends
CME Group (CME) reported a record annual ADV of 28.1 million contracts in 2025, up 6% YoY, signaling resilient derivatives activity and fee stability (results).
Stellantis / FCA US (STLA) said fourth‑quarter U.S. sales rose 4% YoY — useful demand data for auto suppliers and EV planning (report).
Listings, compliance and smaller‑cap updates
- Big Tree Cloud (DSY) received a Nasdaq notice on MVLS and MVPHS requirements — a filing investors should monitor for potential cure actions.
- Rogers Communications (RCI) scheduled a 4Q25 investment community teleconference for Jan. 29 — a chance to assess Canadian telecom trends and capital plans.
Selected corporate deals and supplier consolidation
Core & Main (CNM) signed an agreement to acquire Pioneer Supply, continuing consolidation in waterworks distribution and aiming for scale synergies.
Jabil (JBL) acquisition of Hanley Energy and Bentley Systems (BSY) bolt‑ons illustrate ongoing vertical add‑ins as industrials and software firms pursue recurring service revenue.
What investors should watch next
Earnings and scheduled readouts — from defense primes to cyber and airlines — are near‑term catalysts. Track buybacks and secondary offerings for capital‑allocation signals that alter EPS trajectories. In biotech, upcoming toplines and regulatory filings can rapidly reprice small‑cap names.
From a market‑structure view, watch AI infrastructure and automotive supply deals: NICs, accelerators and sensor integrations (NVIDIA, Aeva, Magna, Supermicro, Intel) show demand shifting toward end‑to‑end platforms. Finally, keep an eye on potential steel consolidation and lithium projects for commodity and supply‑chain implications.
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