Battalion Oil stock skyrockets after resolving production bottleneck

JPMorgan’s equity analysts have released their latest monthly selection of top technology stocks, offering investors insight into companies they see as attractive across growth, income and value strategies.

The bank’s research team reviewed a broad range of technology firms before highlighting a group of names it views as standout opportunities.

Alkami

The digital banking solutions provider is among JPMorgan’s preferred technology stocks. The company specializes in cloud-based platforms that help financial institutions enhance their digital customer experience.

Activist investor Jana Partners has urged Alkami Technology to explore a potential sale. The call comes after the company reported mixed third-quarter results, with Goldman Sachs subsequently lowering its price target.

Arista

The networking equipment manufacturer is also featured among JPMorgan’s top technology ideas. Arista’s cloud networking solutions continue to gain traction in data centers and enterprise environments.

Piper Sandler recently upgraded Arista Networks to Overweight, citing enterprise investment and the company’s exposure to AI. Arista also announced its new VESPA technology for large-scale campus mobility networks.

Bright Horizons

The child care and early education provider is included in JPMorgan’s technology stock lineup. While primarily serving corporate clients with workplace solutions, its technology integration has strengthened its position in the sector.

Bright Horizons reported strong third-quarter 2025 financial results, surpassing analyst expectations for both revenue and earnings per share. Following the report, BMO Capital lowered its price target on the company.

Broadcom

The semiconductor and infrastructure software group is another JPMorgan pick. Broadcom’s portfolio spans wireless, broadband, networking and storage solutions.

Wells Fargo upgraded its rating on Broadcom to Overweight, pointing to potential growth catalysts. The company also issued $4.5 billion in senior notes.

Cellebrite

The digital intelligence firm is part of JPMorgan’s preferred technology names. Cellebrite provides tools that help law enforcement, government agencies and enterprises access, manage and analyze digital data.

Cellebrite reported third-quarter 2025 financial results that beat analyst forecasts for both revenue and earnings per share.

Guidewire Software

The property and casualty insurance software provider is also highlighted by JPMorgan. Guidewire’s cloud-based platform supports insurers across core operations, digital engagement and analytics.

Guidewire Software announced that its board approved a new $500 million share repurchase program. DA Davidson upgraded the stock to Buy from Neutral.

Hewlett Packard Enterprise

The enterprise technology company features among JPMorgan’s selections. HPE focuses on servers, storage, networking and technology services.

Hewlett Packard Enterprise recently posted mixed fourth-quarter results, with revenue missing expectations while earnings per share exceeded forecasts. Goldman Sachs upgraded the stock to Buy following the company’s acquisition of Juniper.

HubSpot

The marketing and sales software provider is also part of JPMorgan’s technology picks. HubSpot’s CRM platform supports customer engagement across sales, marketing and service.

Stifel lowered its price target on HubSpot due to software multiple compression, while Citi, Raymond James and Oppenheimer reiterated positive ratings.

KLA Corporation

The semiconductor equipment manufacturer is another JPMorgan-selected name. KLA focuses on process control and yield management systems used across chip production.

Morgan Stanley and Wells Fargo both upgraded KLA to Overweight, citing strong growth prospects. Stifel raised its price target, while Bernstein initiated coverage at Outperform.

Microsoft

The technology giant is included among JPMorgan’s top technology stocks. Microsoft operates across cloud computing, software, hardware and gaming.

Stifel and UBS lowered their price targets while maintaining Buy ratings. Raymond James and KeyBanc reiterated positive views, with market checks pointing to continued strength in Azure cloud services.

S&P Global

S&P Global is also featured in JPMorgan’s technology-focused stock selections. The company provides data, analytics and research across global financial markets.

TransUnion

The global information and insights firm is part of JPMorgan’s chosen technology names. TransUnion delivers services across industries, with a focus on credit reporting and risk management.

Tyler Technologies

Tyler Technologies rounds out JPMorgan’s highlighted technology stocks. The company offers software and technology services tailored to the public sector, including local governments, schools and courts.

JPMorgan’s monthly stock selection process draws on analyst ideas across growth, income, value and short strategies, reflecting views on each company’s current positioning and performance potential.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com -- Roblox Corporation (NYSE:RBLX) stock fell 2.5% Monday after analysts flagged concerns about declining user engagement metrics over the past weekend.

The online gaming platform saw its peak concurrent users (CCUs) drop to 23 million over the weekend, down from 26 million the previous week, marking the lowest Saturday peak since early June, according to JPMorgan analyst Cory Carpenter.

While the popular game "Escape Tsunami" continued to grow from 3-4 million to 5 million users, its trajectory fell below that of previous viral hit "Plants Vs. Brainrots." This growth was more than offset by a significant 3 million CCU decline in "Steal a Brainrot."

Wolfe Research noted that total CCUs reached approximately 22.8 million, representing a 10.6% weekly decline from the previous week’s peak. The firm also highlighted that first quarter-to-date average CCUs reached 16.9 million, decelerating to 71% YoY growth compared to last quarter’s equivalent quarter-to-date average of 18 million.

Weekday engagement trends showed more stability, with non-peak engagement largely unchanged week-over-week when excluding the Martin Luther King Jr. holiday bump. This suggests that a slower weekend event calendar, rather than age verification requirements, might be responsible for the weekend dip in user numbers.

Several popular Roblox experiences showed declining engagement. "99 Nights in the Forest" trailing 7-day average visits declined 7.6% week-over-week and 39.5% from three weeks ago, while "Brookhaven RP" saw a 7.3% week-over-week drop and "Fish It!" experienced a steeper 19.1% decline.

The moderation in year-over-year engagement trends comes after signs of stability in the previous week, adding to investor concerns about the platform’s growth trajectory.

Here’s a summary of the most significant insider transactions reported for Friday, January 24, 2026.

TOP BUYS

QT Imaging Holdings, Inc. (NASDAQ:QTIH) saw its Chairman, Avi Katz, make a substantial investment in the company on January 22, 2026. Katz purchased 24,107 shares at $6.43 per share, representing a total investment of $155,008. This transaction significantly increased his direct ownership to 413,452 shares. Additionally, Katz acquired 48,214 private warrants that are exercisable for common stock at $6.43, with an expiration date of July 22, 2036.

BERKLEY W R CORP (NYSE:WRB) had a major shareholder increase its stake in the company. Mitsui Sumitomo Insurance Co., LTD., a ten-percent owner, invested approximately $46.9 million across three separate transactions between January 22 and January 23, 2026. The purchases included 330,000 shares at a weighted average price of $67.4505 on January 22, followed by 201,081 shares at $66.7699 and 166,919 shares at $67.1803 on January 23.

RLI Corp (NYSE:RLI) CEO Craig W. Kliethermes demonstrated confidence in his company by purchasing 5,000 shares on January 23, 2026. The transaction, valued at $287,250, was executed at a price of $57.45 per share. Following this purchase, Kliethermes now directly owns 143,990 shares of RLI Corp.

Consumers Bancorp Inc (NASDAQ:CBKM) Director David R. Bickerton invested in the small-cap bank with the purchase of 200 shares worth $5,472 on January 23, 2026. The transactions were executed at prices ranging from $27.33 to $27.3988 per share, with 100 shares purchased directly and 100 shares purchased indirectly through a spouse. Following these transactions, Bickerton directly owns 4,306 shares. The company, with an $84.59 million market cap, trades at a P/E ratio of 8.8 and offers a 3.12% dividend yield, having maintained dividend payments for 27 consecutive years.

Iridex Corp (NASDAQ:IRIX) Chief Financial Officer Romeo R. Dizon acquired 5,221 shares on January 23, 2026. The shares were purchased at a weighted average price of $1.4779, with prices ranging from $1.475 to $1.48, for a total transaction value of $7,716. Following the purchase, Dizon now directly owns 105,661 shares. The stock has shown strong momentum with a 5.67% return over the past week and a 30.7% gain year-to-date.

TOP SELLS

Royalty Pharma plc (NASDAQ:RPRX) Executive Vice President and Chief Financial Officer Terrance P. Coyne sold 69,582 Class A Ordinary Shares on January 20, 2026, generating approximately $2.7 million. The shares were sold at a weighted average price of $39.3484, with prices ranging from $38.86 to $39.66. The sales were executed under a pre-arranged 10b5-1 trading plan adopted on August 8, 2025.

Axsome Therapeutics (NASDAQ:AXSM) Chief Financial Officer Nick Pizzie sold 12,000 shares on January 22, 2026, for a total of $2,255,040. The shares were sold at a weighted average price of $187.92, with individual sales prices ranging from $185.09 to $191.12. On the same day, Pizzie also exercised stock options to acquire 12,000 shares at an exercise price of $3.50, for a total value of $42,000. These options were set to expire in 2028.

Alphabet Inc. (NASDAQ:GOOGL) Chief Executive Officer Pichai Sundar sold 30,521 shares of Class C Capital Stock on January 21, 2026. The sales were executed at prices ranging from $320.35 to $331.97, resulting in a total transaction value of $10,637,367. The transaction decreased Pichai’s direct ownership of Alphabet’s Class C Capital Stock to 2,211,872 shares, while he still directly owns 227,560 shares of Class A Common Stock.

BlackRock, Inc. (NYSE:BLK) Senior Managing Director, Kushel J. Richard, sold 20,000 shares on January 21, 2026, at a price of $1,125.00, totaling $22,500,000. On the same day, Richard also exercised options to acquire 20,000 shares at $513.50, for a total value of $10,270,000. BlackRock currently trades at a P/E ratio of 31.5 with a market capitalization of $183.67 billion and offers a 2.03% dividend yield.

DoorDash, Inc. (NASDAQ:DASH) President and COO Prabir Adarkar sold 11,490 shares of Class A Common Stock on January 20, 2026, for approximately $3,068,869. The sales were executed at prices ranging from $200.732 to $207.41. On the same day, Adarkar also exercised options to acquire 15,000 shares at a price of $7.16 per share, for a total value of $107,400.

Why Monitor Insider Activity

Tracking insider transactions can provide valuable insights for investors. When corporate executives, board members, or major shareholders buy or sell company stock, they often possess deeper knowledge about the company’s prospects. Insider buying may signal confidence in future growth, while selling could indicate potential concerns—though it’s important to note that insiders sell for various reasons including portfolio diversification, tax planning, or personal financial needs. Rather than viewing insider activity as a standalone signal, investors should consider it as one piece of a broader investment analysis alongside financial performance, industry trends, and overall market conditions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com -- Merck & Company Inc (NYSE:MRK) has ceased discussions to acquire biotechnology firm Revolution Medicines Inc (NASDAQ:RVMD), following a failure to reach an agreement on the company’s valuation. According to the Wall Street Journal, citing people familiar with the matter, the drug giant had been exploring a deal that could have valued the cancer-focused biotech at approximately $30 billion.

The collapse of the talks sent Revolution Medicines’ shares tumbling 20.9% in premarket trading on Monday. This retreat follows a period of intense speculation that had pushed the company’s market capitalization from $16 billion to more than $22 billion earlier this month.

The impasse reportedly centered on the purchase price, as Merck maintains a disciplined approach to its aggressive oncology acquisition strategy. Regarding the company’s financial flexibility, Merck Chief Executive Rob Davis stated at a recent conference, “We are not limited from a balance sheet,” but that the company is focused on deals for up to $15 billion. 

Revolution Medicines is currently developing a pipeline of experimental drugs designed to inhibit RAS, a molecular driver found in many difficult-to-treat cancers. The company’s lead assets are being tested against lung, pancreatic, and colorectal tumors, with key clinical data expected in the first half of this year.

Earlier reports had also linked AbbVie to a potential bid for the biotech, though those rumors were eventually dismissed. 

Despite the current breakdown in negotiations, observers note that a deal could still materialize if clinical results prove favorable or if a new suitor emerges. For now, Merck remains focused on its existing portfolio as it prepares for the upcoming loss of exclusivity for its top-selling drug, Keytruda.

Investing.com - Futures linked to Canada’s commodity-focused main stock index ticked higher on Friday, as investors shrugged off fresh U.S. tariff threats and focused on an extended surge in metals prices.

By 07:09 ET (12:09 GMT), the S&P/TSX 60 index standard futures contract had gained 11 points, or 0.6%.

The S&P/TSX composite index rose by 0.4% to 33,144.98 on Friday, ending the trading week at a new record closing high. For the week marked by volatility stemming from uncertainty around geopolitical tensions, the average added 0.3%.

Underpinning the advance was the materials sector, which includes metals mining shares. Along with a spike in gold prices to fresh all-time peaks thanks to a rush to the perceived safety of bullion, silver, which has practical uses in everything from solar panels to medical coatings, has also climbed.

U.S. futures subdued

U.S. stock index futures hovered below the flatline as investors braced for a key week featuring a Federal Reserve policy meeting and a wave of corporate earnings amid elevated geopolitical tensions.

At 07:27 ET, Dow Jones Futures were mostly unchanged, S&P 500 Futures slipped 6 points, or 0.1%, and Nasdaq 100 Futures fell 51 points, or 0.2%.

Wall Street is coming off a losing week, after increasing geopolitical tensions unnerved investors, with the benchmark S&P 500 losing about 0.4% for its second straight weekly decline.

One of the main events of the week will be the Fed’s two-day policy meeting, which is set to conclude on Wednesday. Markets broadly expect the central bank to hold interest rates steady after three consecutive cuts in previous meetings.

Elsewhere, President Donald Trump said over the weekend that he would place a 100% duty on Canada if America’s northern neighbor strikes a trade deal with China.

Trump warned on social media that Prime Minister Mark Carney, who has recently visited China to discuss trade and argued for a need for smaller countries to address economic coercion by global superpowers at a speech in Davos last week, could imperil Canada by reaching a new agreement with Beijing.

"China will eat Canada alive, completely devour it, including the destruction of their businesses, social fabric, and general way of life," Trump wrote, adding that "all Canadian goods and products coming into the U.S.A." would face the 100% import tax if an accord is made.

Carney, for his part, said Canada has "no intention" of going after a free trade deal with China. He added that Ottawa respects its commitments made under a separate pact with the U.S. and Mexico, and would inform both of such an agreement before pursuing it.

Gold’s new all-time peak

Gold surged past the $5,100 an ounce level on Monday, while silver also climbed to new all-time peaks.

The yellow metal advanced more than 8% last week. It has already risen nearly 17% this year, driven by a combination of geopolitical risk, expectations of easier U.S. monetary policy later in 2026, and sustained demand from central banks.

"While market conditions remain volatile, the broader backdrop remains supportive. Geopolitical tensions, central bank buying, and structural supply deficits leave both metals well positioned," analysts at ING said in a note to clients.

"Silver’s tight physical market and strong industrial demand should continue to provide a solid floor, though its elevated volatility means sharp swings remain likely," they continued.

Oil choppy

Elsewhere, oil prices were volatile, as traders assessed renewed tensions between the U.S. and Iran as well as a heavy winter storm pummeling large parts of the U.S.

Brent futures were last down by 0.1% to $65.04 a barrel and U.S. West Texas Intermediate crude futures dipped 0.2% to $60.98 a barrel.

Both benchmarks notched weekly gains of 2.7% last week, closing on Friday at their highest points since January 14.

On Thursday, U.S. President Donald Trump said the U.S. had an "armada" heading toward Iran, one of the largest crude producers in the Middle East, and a U.S. military aircraft carrier strike group and other assets are expected to arrive in the region in the coming days.

Also in the U.S., crude and natural gas production fell and spot power prices spiked as a winter storm swept across the country.

Investing.com – Saudi Arabia stocks were higher after the close on Monday, as gains in the Energy & Utilities, Cement and Building & Construction sectors led shares higher.

At the close in Saudi Arabia, the Tadawul All Share gained 0.02% to hit a new 1-month high.

The best performers of the session on the Tadawul All Share were ADES Holding Company SJSC (TADAWUL:2382), which rose 6.05% or 1.08 points to trade at 18.93 at the close. Meanwhile, Consolidated Grunenfelder Saady Holding Co (TADAWUL:4147) added 5.80% or 0.57 points to end at 10.39 and Al Masane Al Kobra Mining Company CJSC (TADAWUL:1322) was up 5.24% or 5.40 points to 108.40 in late trade.

The worst performers of the session were Herfy Food Services Co (TADAWUL:6002), which fell 3.07% or 0.53 points to trade at 16.72 at the close. Al Moammar Information Systems Co CJSC (TADAWUL:7200) declined 2.75% or 5.00 points to end at 177.00 and Saudi Industrial Export Co (TADAWUL:4140) was down 2.67% or 0.07 points to 2.55.

Falling stocks outnumbered advancing ones on the Saudi Arabia Stock Exchange by 187 to 146 and 17 ended unchanged.

Shares in ADES Holding Company SJSC (TADAWUL:2382) rose to 52-week highs; rising 6.05% or 1.08 to 18.93. Shares in Consolidated Grunenfelder Saady Holding Co (TADAWUL:4147) rose to all time highs; rising 5.80% or 0.57 to 10.39.

Crude oil for March delivery was down 0.13% or 0.08 to $60.99 a barrel. Elsewhere in commodities trading, Brent oil for delivery in April fell 0.03% or 0.02 to hit $65.05 a barrel, while the April Gold Futures contract rose 2.05% or 102.84 to trade at $5,119.84 a troy ounce.

EUR/SAR was up 0.20% to 4.44, while USD/SAR unchanged 0.00% to 3.75.

The US Dollar Index Futures was down 0.37% at 97.04.