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January 5, 2026 - Third Party

US PREMARKET ACTIONS: January 5, 2026

Futures Indices:

  • Dow Futures: +0.19%

  • S&P 500 Futures: +0.32%

  • Nasdaq 100 Futures: +0.59%

Market Environment

Wall Street is rising in premarket trading, driven by easing bond yields and a surge in oil stocks following the removal of Nicolás Maduro in Venezuela.

Investors are assessing the geopolitical and energy implications of a potential democratic transition in the country, which could reopen access to oil reserves for Western industry.

"This morning, much uncertainty remains, and markets are questioning the scale of any potential short-term supply disruption, which could be offset by a longer-term increase in Venezuelan production," explains Henry Allen, analyst at Deutsche Bank.

US bond yields are falling:

  • 10-year yield: 4.18% (-2 bps)

  • 2-year yield: 3.47% (-1 bp)

  • 30-year yield: 4.86% (-1 bp)

Stocks to Watch Today

Kosmos Energy (KOS) +10%
The stock surged after successful drilling at the J-74 well in Ghana, which is expected to produce over 10,000 barrels/day. Kosmos also announced a $100M draw on its credit line and is preparing to refinance its 2027 maturities.

ConocoPhillips (COP) +10%, Marathon Petroleum (MPC) +9%, Chevron (CVX) +7%, Halliburton (HAL), SLB, Valero (VLO) +8%, Exxon Mobil (XOM) +4%, Occidental Petroleum (OXY) +2%
Energy stocks are soaring as investors anticipate Venezuelan oil supply returning to global markets after Maduro’s ousting.

Mobileye (MBLY) +7%
A second major US carmaker is adopting Mobileye’s EyeQ platform for its future ADAS systems. The group expects this technology to be widely adopted in Europe and the US.

Strategy (MSTR) +4.24%
The company bought $116.3M worth of bitcoins last week, bringing its total to 673,783 BTC. It also holds $2.25B in cash reserves. Bitcoin exceeds $92,900, its highest since mid-December.

HIVE Digital Technologies (HIVE) +5%, Coinbase (COIN), Riot (RIOT), Bitfarms (BITF), MARA, HOOD
The crypto sector is rising thanks to BTC gains and renewed investor interest in digital assets amid geopolitical tensions.

BNB Plus (BNBX) +5.40%
The biotech company reports a record $1.2M order for its LineaDNA product, destined for a global in vitro diagnostics manufacturer.

AMC Robotics (AMCI) +2.78%
The group announced the creation of a subsidiary in Vietnam to produce its Kyro quadruped robot, aiming to establish an R&D center there in the future.

Taiwan Semiconductor (TSM) +3%
The stock rises after a Goldman Sachs upgrade (+35%), which sees AI as a long-term growth driver.

Palo Alto Networks (PANW) +1.02%
The group is reportedly in talks to acquire Israeli startup Koi for $400M, strengthening its position in endpoint cybersecurity.

Manchester United (MANU) -2%
The club has dismissed its coach Ruben Amorim after a clash with management. Darren Fletcher takes over as the interim.

Rating Changes

Upgrades

  • Arista Networks (ANET) → Piper Sandler upgrades to overweight (target raised from $145 to $159)

  • Church & Dwight (CHD) → Raymond James upgrades to outperform (target: $100)

  • Citizens Financial (CFG) → Barclays upgrades to overweight (target from $56 to $77)

  • Coinbase (COIN) → Goldman Sachs upgrades to buy (target raised to $303)

  • Cullen/Frost Bankers (CFR) → KBW upgrades to outperform (target: $150)

  • Dover (DOV) → UBS upgrades to buy (target: $256)

  • Emerson Electric (EMR) → UBS upgrades to buy (target: $168)

  • Enphase Energy (ENPH) → KeyBanc upgrades to sector weight

  • Equitable Holdings (EQH) → JPMorgan upgrades to overweight (target lowered to $60)

  • F5 (FFIV) → RBC upgrades to outperform (target increased to $325)

  • IBM (IBM) → Jefferies upgrades to buy (target: $360)

  • Kinetik Holdings (KNTK) → Raymond James upgrades to outperform (target: $46)

  • Moody’s (MCO) → Stifel upgrades to buy (target: $574)

  • Roku (ROKU) → Arete Research upgrades to buy (target: $132)

  • United Rentals (URI) → UBS upgrades to buy (target: $1025)

Neutral

  • Equitable Holdings (EQH) → Target lowered to $60 (JPMorgan)

  • Twilio (TWLO) → Piper Sandler remains neutral, target raised to $148

  • State Street (STT) → Barclays moves to sector weight, target raised to $152

Downgrades

  • Adobe (ADBE) → Jefferies downgrades to hold, target cut to $400

  • Hess Midstream (HESM) → Raymond James downgrades to market perform

  • Principal Financial (PFG) → JPMorgan downgrades to neutral, target: $103

  • RTX Corporation (RTX) → UBS downgrades to neutral, target lowered to $199

  • SentinelOne (S) → Piper Sandler downgrades to neutral, target cut to $17

  • Truist Financial (TFC) → Barclays downgrades to underweight, target raised to $56

Wishing everyone a good trading session.

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