January 28, 2026
Finance

Gold Surges Over 4% as Seagate Technology Shares Rally Post-Q2 Results

Mixed U.S. Equity Performance Accompanies Significant Commodity Moves Amid Corporate Earnings Reports

Summary

U.S. equities experienced a mixed trading session marked by moderate losses in major indexes while select individual stocks rallied following positive earnings announcements. Gold prices surged dramatically, advancing more than 4%, while oil and other commodities showed moderate gains. Stocks such as Seagate Technology and Tian Ruixiang Holdings showed robust gains due to encouraging financial results and strategic deals, contrasting with declines in other sectors influenced by clinical trial discontinuations and share offerings.

Key Points

U.S. stock indices were mixed with the S&P 500 and NASDAQ declining slightly, while the Dow inched up marginally.
Energy sector stocks rose on significant U.S. crude inventory declines contrary to market expectations.
Seagate Technology's shares gained 20% following better-than-expected Q2 results and raised guidance, prompting a price target increase by Rosenblatt.
Gold prices surged over 4%, with silver and copper also experiencing notable gains during the session.

In the midst of a trading day characterized by divergent performances across major U.S. market indices, the S&P 500 marginally declined by approximately 0.13%, settling at 6,969.75 on Wednesday. The Dow Jones Industrial Average inched upward by a mere 0.02% to close at 49,012.75, while the NASDAQ Composite receded by 0.10%, ending the session at 23,792.17.

Sector-wise, energy stocks gained traction, rising around 0.7%, buoyed by the notable decline in U.S. crude inventories. The latest Energy Information Administration data reported a reduction of U.S. crude stocks by 2.296 million barrels for the week ended January 23, a substantial deviation from market expectations of a 1.75 million-barrel increase, indicating tightened supply. Conversely, healthcare sector stocks experienced a downturn, falling by 0.5%. This divergence reflects selective investor enthusiasm amid evolving sector-specific developments.

Among individual equity performers, Seagate Technology Holdings PLC (NASDAQ:STX) led gains with its shares soaring 20% to $447.84. The surge followed the company’s announcement of second-quarter financial results that surpassed analyst expectations and the issuance of third-quarter guidance that also exceeded estimates. Concurrently, Rosenblatt Securities revised its price target for Seagate upward from $370 to $500, reinforcing positive market sentiment toward the stock.

In another significant uplift, Tian Ruixiang Holdings Ltd. (NASDAQ:TIRX) experienced a substantial surge of 110%, with shares rising to $0.68 after the company disclosed entering into a strategic Memorandum of Understanding with SwiftStart. This development appears to have galvanized investor interest sharply.

Nextpower Inc. (NASDAQ:NXT) also posted solid gains, with shares climbing 12% to $118.59 following better-than-expected third-quarter results and an upward revision of its full-year 2026 guidance. Further affirming its growth trajectory, the company announced a joint venture's commitment to supply 2.25 gigawatts of solar tracking systems to Larsen & Toubro for the Bisha Solar project, highlighting expansion into large-scale renewable energy initiatives.

However, not all equities followed the upward trend. CalciMedica, Inc. (NASDAQ:CALC) witnessed a dramatic plunge, with shares plummeting 75% to $1.2579. This sharp fall was precipitated by the company’s announcement of the discontinuation of its Phase 2 KOURAGE trial in acute kidney injury (AKI), following recommendations by the independent data monitoring committee. The cessation of this trial suggests challenges in the company's clinical development pipeline, likely causing investor reassessment.

Venu Holding Corporation (NYSE:VENU) shares declined 31% to $5.93 after the company declared a $75 million public offering and released preliminary fourth-quarter financial results. Capital raising initiatives of this scale often dilute existing shares, which can negatively influence stock prices.

Meanwhile, Elevra Lithium Limited (NASDAQ:ELVR) exhibited a decrease of 18%, with shares dropping to $52.01 subsequent to the company's release of December 2025 quarter results. The details within these financial updates potentially factored into investor sentiment and positioning in the lithium sector.

Commodity markets reflected notable volatility and gains during this session. Crude oil prices appreciated 0.9%, reaching $62.92 per barrel, supported by the significant drawdown in U.S. stockpiles. Precious metals showed even more pronounced movements, with gold prices jumping 4.1% to $5,290.30. Silver experienced a marked rise of 6.7%, elevating prices to $113.065, while copper continued its upward trajectory, advancing 0.8% to $5.9085.

International markets presented a mixed picture. European shares declined amid concerns, with the Eurozone's STOXX 600 falling 0.68%. Key regional indexes, including Spain's IBEX 35 (-0.99%), London's FTSE 100 (-0.37%), Germany's DAX (-0.25%), and France's CAC 40 (-0.87%), also retreated during the session. Conversely, Asia-Pacific markets closed higher, driven by gains in Japan's Nikkei (0.05%), Hong Kong's Hang Seng Index (2.58%), China's Shanghai Composite (0.27%), and India's BSE Sensex (0.60%).

On the economic data front, mortgage applications in the United States declined 8.5% compared to the previous week ending January 23, signaling a potential contraction in housing market activity or tighter lending conditions.


In summary, the market session was characterized by a cautious but nuanced investor approach. While broad indexes showed modest declines or stagnation, select companies delivered robust earnings and strategic updates driving notable positive share price actions. Simultaneously, commodities like gold and silver surged substantially, possibly reflecting broader macroeconomic or geopolitical uncertainties influencing safe-haven demand.

Risks
  • CalciMedica's 75% share drop follows termination of Phase 2 KOURAGE trial after data monitoring committee recommendation, indicating clinical development risks.
  • Venu Holding Corporation's 31% stock decline associated with a sizable $75 million public offering, posing dilution risks to shareholders.
  • Elevra Lithium's 18% share drop linked to December quarter results, reflecting risks in financial performance and investor confidence.
  • Broader market indices showing slight declines amid sector-specific volatility may signal market uncertainty or underlying economic concerns.
Disclosure
Education only / not financial advice
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Ticker Sentiment
STX - positive TIRX - positive NXT - positive CALC - negative VENU - negative
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