Stock Markets January 26, 2026

Gold miners rally and merger headlines lift select stocks as futures dip ahead of Fed meeting

Premarket moves led by takeover news, a record jump in bullion and mixed sector responses ahead of a key central bank meeting

By Jordan Park AAUC USAR NEM
Gold miners rally and merger headlines lift select stocks as futures dip ahead of Fed meeting
AAUC USAR NEM

U.S. stock futures edged slightly lower Monday as traders entered a week that features a Federal Reserve meeting and major tech earnings. Several individual stocks moved notably in premarket trade on merger activity, government investment reports, shifts in commodity prices and corporate announcements, with gold producers and some energy and tech names rising while airlines and one biotech slid.

Key Points

  • Deal activity and acquisition reports drove notable premarket gains for some small-cap miners and tech-related companies, while a separate major acquisition bolstered a technology supplier.
  • A record high in bullion to $5,100 an ounce supported sharp rallies in major gold producers, reflecting strong safe-haven demand.
  • A widespread winter storm pressured airline stocks due to concerns over flight disruptions, while energy and defense contractors saw positive moves tied to earnings and strategic acquisitions.

U.S. stock futures were modestly weaker Monday as markets prepared for a week that includes a Federal Reserve policy decision and earnings from prominent technology companies. In premarket activity a number of individual names stood out, driven by corporate transactions, commodity price swings and a severe winter storm affecting travel.

Allied Gold (NYSE:AAUC) advanced 3% after Zijin Gold International (HK:2259) agreed to buy the Canada-headquartered gold producer in an all-cash deal valued at approximately C$5.5 billion. The transaction propelled the target's shares higher in early trade.

USA Rare Earth (NASDAQ:USAR) jumped 22% following reports that the Trump administration was taking a 10% stake in the miner as part of a $1.6 billion debt-and-equity investment package. The reported government involvement coincided with a sharp move higher in the company's stock.

Broad strength among gold producers was evident as Newmont (NYSE:NEM) and Barrick Mining (NYSE:B) both climbed significantly. The moves came as bullion surged to a record high of $5,100 an ounce, extending a rally described in the market as being driven by safe-haven demand amid geopolitical uncertainties and broader market volatility.

Shares of major U.S. carriers fell, with American Airlines (NASDAQ:AAL), Delta Air Lines (NYSE:DAL) and United Airlines (NASDAQ:UAL) all down more than 1% in the premarket. Market participants cited concerns about possible flight delays and cancellations because of a heavy winter storm blanketing many American states.

Baker Hughes (NASDAQ:BKR) rose 2.2% after reporting an 11% increase in fourth-quarter adjusted profit. The energy services company said demand for its gas technology equipment and services more than offset softness in its oilfield services and equipment segment, supporting the upbeat earnings metric.

Meta Platforms (NASDAQ:META) ticked up 0.6% after Redburn upgraded the social media and advertising giant to "buy" from "neutral." The research firm said Meta possesses a highly efficient demand-supply matching capability and is well positioned to capitalise on two large artificial intelligence opportunities.

Leidos (NYSE:LDOS) gained 0.7% after the defense contractor announced it would acquire power design firm ENTRUST Solutions Group from private equity firm Kohlberg for about $2.4 billion. The deal is intended to bolster Leidos' engineering offerings for utilities.

Revolution Medicines (NASDAQ:RVMD) plunged 21% after the Wall Street Journal reported that Merck had ended talks to acquire the biotech firm, citing people familiar with the matter. The report corresponded with a steep premarket decline in the biotech's shares.

Skywater Technology (NASDAQ:SKYT) jumped 7.7% as IonQ agreed to acquire the company for $35.00 per share in a cash-and-stock transaction, implying a total equity value of approximately $1.8 billion. The acquisition announcement supported the stock's premarket strength.

Overall, the premarket session showed a mix of deal-driven rallies, commodity-linked gains and weather-related weakness in travel names as investors balanced corporate developments with anticipation of central bank policy and upcoming corporate earnings.

Risks

  • Geopolitical uncertainties and market volatility are elevating safe-haven demand, which could continue to fuel swings in commodity-sensitive sectors such as mining.
  • Severe winter weather poses ongoing operational risks for the airline industry, with potential for further share price pressure if flight disruptions persist.
  • Breakdowns in acquisition negotiations or reports of ended talks - as illustrated by the Revolution Medicines item - can cause abrupt and large share price declines in the biotech sector.

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