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WSJ Minute Briefing

Stocks Rise Despite Canada Tariff Threats

26 Jan 2026

Transcription

Why are U.S. stocks rising despite global trade tensions?

3.473 - 24.672 Katherine Sullivan

Here's your Closing Bell Brief for Monday, January 26. I'm Catherine Sullivan for The Wall Street Journal. U.S. stocks gained ground today despite global trade tensions and a historic rally in metals. The Dow led the major benchmarks with a 0.6% rise. The S&P 500 climbed 0.5%, while the Nasdaq added 0.4%.

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24.652 - 43.516 Katherine Sullivan

Investors weighed new tariff threats against Canada alongside a weaker dollar and rising energy costs. Natural gas prices doubled from a week ago as winter storms disrupted the country. And gold and silver prices hit fresh records again. Among individual companies, CoreWeave shares rallied nearly 6%.

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43.937 - 69.66 Katherine Sullivan

The move followed news that NVIDIA is investing an additional $2 billion in the data center company to build new AI factories. USA Rare Earth stock climbed almost 8%. The Trump administration plans to take a stake in the miner as part of a funding deal. Revolution Medicine's shares dropped 17% today. Merck ended discussions to buy the biotech company over pricing disagreements.

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69.64 - 88.137 Katherine Sullivan

Sarepta Therapeutics stock rose 8%. The drugmaker presented positive study results for a muscular dystrophy treatment. And Skywater Technology shares rose 3%. The gain comes after quantum computing firm IonQ reached a deal to buy the chipmaker for $1.8 billion.

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89.518 - 98.787 Katherine Sullivan

Heads up, an artificial intelligence tool helped us make this episode by creating summaries that were based on WSJ reporting and then reviewed and adapted by an editor.

98.767 - 108.996 Unknown

We'll have a lot more coverage of the day's news on the WSJ's What's News podcast. You can add it to your playlist on your smart speaker or listen and subscribe wherever you get your podcasts.

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