Micron Technology shares recently traded near $365.00 with a forward P/E of 11.45, well below the semiconductor industry's 37.29. The analysis highlights AI's memory bottleneck, rising HBM adoption, and strong fiscal Q1 2026 metrics as potential drivers, outlining a case for MU to approach $500 by the end of 2026.

Equity markets have come under pressure after renewed US tariff threats on the EU tied to Greenland, while gold and silver prices have surged. Against this backdrop of higher volatility and strong commodities, Microsoft, Advanced Micro Devices and Constellation Energy are highlighted as US-listed stocks with analyst upside expectations of 37%, 24% and 33% respectively from recent prices.

3M Company reported fourth-quarter 2025 results that exceeded forecasts, with adjusted EPS of $1.83 versus $1.80 expected and revenue of $6.1 billion against $6.01 billion. The company also outlined 2026 targets, including adjusted EPS of $8.50 to $8.70 and approximately 4% adjusted total sales growth.

On January 16, 2026, State Street (NYSE: STT) fell 3.5% to $131.48 as of 10:20 AM EST, down from a $136.20 prior close, despite topping Q4 EPS and revenue estimates. Investors focused on $226 million in repositioning charges and a 2026 expense outlook of 3–4%, above Visible Alpha's 1.6% consensus, alongside a low single-digit net interest income guide.

QXO, Inc. slid in premarket trading on January 16, 2026 after it priced a public offering of 31,645,570 shares at $23.80, about a 6.7% discount to the prior $25.52 close. The stock traded at $23.44, down $1.58 or 6.31% as of 8:18 AM EST. The deal is expected to close on January 20, 2026, with BofA Securities as sole underwriter and an option for up to 4,746,835 additional shares.

On Thursday, January 15, 2026, Morgan Stanley shares rose over 4%, closing at $189.52 after a prior $180.78, as the bank's Q4 results topped forecasts. It reported $2.68 EPS and $17.89 billion in revenue, with investment banking revenue up 47% to $2.41 billion and debt underwriting up nearly 93% to $785 million.

Boston Scientific said on Thursday, January 15, 2026, that it will acquire Penumbra in a cash-and-stock deal valuing the target at about $14.5 billion, or $374 per share, a roughly 19% premium. Following the announcement, Boston Scientific's stock slid 3.61% in premarket trading to $90.35, while Penumbra shares jumped in early action.

On January 15, 2026, Ocular Therapeutix stock climbed about 18% in premarket trading to $13.11 after the company rejected a $16 per share acquisition proposal from Sanofi. The move, backed by a strong cash position and a late-stage pipeline led by AXPAXLI (OTX-TKI), has reinforced investor expectations for upcoming Phase 3 trial readouts in wet age-related macular degeneration.

On January 15, 2026, TSMC shares climbed 5.76% in premarket trading to US$345.98 after the company reported record Q4 2025 results and raised its 2026 capex guidance to US$52–56 billion. The chipmaker posted net income of NT$505.74 billion, a 35% year-on-year increase, alongside strong revenue growth and margins supported by AI chip demand.