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AI Technology News 30 December 2025 - 2 January 2026

AAOI stock jumps 13% today as AI optics names rally and short interest stays high

AAOI stock jumps 13% today as AI optics names rally and short interest stays high

NEW YORK, January 2, 2026, 12:45 ET — Regular session Applied Optoelectronics Inc shares rose about 13% on Friday, trading at $39.55 after touching $39.58 earlier in the session. The Nasdaq-listed stock last closed at $34.86. The outsized move matters because AAOI has become a high-beta proxy for demand for faster optical links inside AI data centers and cable networks. Beta — a measure of how much a stock tends to move versus the overall market — sits at 3.25 on Finviz’s data. Finviz Short interest, or borrowed shares sold by investors betting the price will fall, remains elevated. About
2 January 2026
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CoreWeave stock jumps nearly 9% today as Nvidia-led tech rebound lifts AI infrastructure names

CoreWeave stock jumps nearly 9% today as Nvidia-led tech rebound lifts AI infrastructure names

NEW YORK, January 2, 2026, 11:03 ET — Regular session CoreWeave, Inc. shares jumped 8.6% to $77.76 in morning trading on Friday, after opening at $73.90 and swinging between $72.95 and $77.76 on volume of about 8.6 million shares. The early rally puts the spotlight back on one of the market’s most rate-sensitive trades: AI infrastructure. For stocks like CoreWeave, small shifts in investor risk appetite can translate into outsized moves because the business depends on heavy, ongoing investment to expand capacity. The backdrop turned more supportive as tech stocks led Wall Street higher on the first trading day of
2 January 2026
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Broadcom stock jumps early as AI chip trade steadies to start 2026

Broadcom stock jumps early as AI chip trade steadies to start 2026

NEW YORK, Jan 2, 2026, 09:40 ET — Regular session Broadcom Inc shares rose 2.8% to $355.71 in early trading on Friday, with the stock ranging from $351.80 to $356.97. The S&P 500 and Dow were each up about 0.3% as Wall Street began the first regular session of 2026. Google The move matters because Broadcom has become a bellwether for investor appetite for the AI infrastructure buildout, supplying networking chips and custom AI processors for large data-center customers. It also owns VMware, a major enterprise software platform that ties its fortunes to corporate IT spending. The first session of
2 January 2026
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BigBear.ai (BBAI) stock slips premarket after closing $250 million Ask Sage deal

BigBear.ai (BBAI) stock slips premarket after closing $250 million Ask Sage deal

NEW YORK, Jan 2, 2026, 08:21 ET — Premarket BigBear.ai Holdings, Inc. shares fell 1.7% to $5.40 in premarket trading on Friday, after the company closed its $250 million acquisition of Ask Sage. The stock last closed at about $5.50. BigBear.ai said late Wednesday it completed the all-cash purchase of Ask Sage for $250 million, adding a platform that runs generative AI — systems that can create text and other content — in secure, regulated environments. Ask Sage supports more than 100,000 users across 16,000 government teams, and BigBear.ai said the deal accelerates its push to deploy AI at scale
2 January 2026
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Broadcom stock slips into 2026 premarket as AI margins stay in the spotlight

Broadcom stock slips into 2026 premarket as AI margins stay in the spotlight

NEW YORK, January 2, 2026, 04:30 ET — Premarket Broadcom Inc shares were last down 1.1% at $346.10, after closing out 2025 about 16.5% below their 52-week high. The stock, which gained about 49% in 2025, is one of the market’s biggest AI infrastructure bellwethers. The move matters because Broadcom sits at the intersection of two trades investors have leaned on: AI hardware and recurring software. The company sells networking chips and custom processors built to order for large customers, while its VMware business ties it to enterprise software budgets. With U.S. markets reopening after the New Year holiday, traders
2 January 2026
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AMD and ASML: Two chip stocks investors are watching as 2026 hinges on AI spending

AMD and ASML: Two chip stocks investors are watching as 2026 hinges on AI spending

NEW YORK, January 1, 2026, 19:47 ET Artificial intelligence spending is shaping investor positioning as 2026 gets underway, with strategists warning that the next phase of the equity rally will depend on whether companies can justify soaring data-center budgets. Reuters The focus is keeping semiconductors at the center of the debate, from chip designers to the equipment makers that enable advanced manufacturing. A recent market note by Dutch investing site De Belegger singled out Advanced Micro Devices and ASML as potential long-term beneficiaries. De Belegger U.S. stocks finished 2025 with another year of strong gains, and strategists said repeating that
2 January 2026
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Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

NEW YORK, January 1, 2026, 15:07 ET Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp up production of its H200 artificial intelligence chips as Chinese technology companies place large orders for 2026, sources told Reuters. The push puts AI chip supply — and the politics around who gets it — back at the center of the 2026 outlook for Big Tech stocks. Reuters The year begins after U.S. stocks posted another strong run in 2025, a period dominated by President Donald Trump’s tariff uncertainty and a rush into AI-related shares. The S&P 500 gained 16.39% in 2025 and the
1 January 2026
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GOOG stock today: Analyst lifts Alphabet target to $385 as AI-search optimism kicks off 2026

GOOG stock today: Analyst lifts Alphabet target to $385 as AI-search optimism kicks off 2026

NEW YORK, January 1, 2026, 09:54 ET — Market closed Citizens Financial Group analyst Andrew Boone raised his price target on Google parent Alphabet to $385 from $340, citing AI Mode and AI Overviews in Search and the release of the Gemini 3 model, even as ChatGPT and Perplexity vie for users, Barron’s reported. “We view AI search as a tailwind near term for query growth,” Boone wrote, and the new target implies about 22% upside from Tuesday’s close, the report said. U.S. stock markets were closed on Thursday for the New Year’s Day holiday. Barron’s+1 Alphabet’s non-voting Class C
1 January 2026
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Meta stock today: META slips after Reuters scam-ad “playbook” report as Manus AI deal stays in focus

Meta stock today: META slips after Reuters scam-ad “playbook” report as Manus AI deal stays in focus

NEW YORK, December 31, 2025, 11:57 ET — Regular session Meta Platforms shares dipped on Wednesday after a Reuters investigation said internal documents showed the Facebook and Instagram owner developed a “global playbook” to fend off pressure to crack down on scammers and delay tougher checks on advertisers. Meta was down 0.4% at $663 by 11:57 a.m. ET, after closing at $665.95 on Tuesday. The documents said Meta estimated universal advertiser verification — an identity check before ads run — could cost about $2 billion to implement and reduce revenue by up to 4.8%, while Google has said it has
31 December 2025
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SoundHound AI (SOUN) stock slips in premarket after insider sales disclosures

SoundHound AI (SOUN) stock slips in premarket after insider sales disclosures

NEW YORK, December 31, 2025, 05:55 ET — Premarket SoundHound AI, Inc. shares fell 0.7% to $9.97 in premarket trade on Wednesday, after dropping 3.6% in the prior session and slipping below the $10 mark. The stock is down about 11% since its Dec. 22 close, according to StockAnalysis.com data. StockAnalysis The move comes after a cluster of insider filings hit the company’s investor relations site, showing multiple Form 4 disclosures and a Form 144 notice dated Dec. 29. SoundHound AI Insider trades are closely watched in high-volatility names because they can shape confidence about near-term upside. A filing note
31 December 2025
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Seagate (STX) stock slips as 2025 AI-storage rally cools — what investors watch next

Seagate (STX) stock slips as 2025 AI-storage rally cools — what investors watch next

NEW YORK, December 30, 2025, 22:25 ET — Market closed Seagate Technology Holdings plc shares fell 0.4% to close at $280.08 on Tuesday, after trading between $278.90 and $284.09. The pullback matters because Seagate has been one of the market’s standout “AI infrastructure” winners this year, riding demand for data storage as cloud companies build out data centers. With the calendar turning, investors are reassessing how much of that story is already in the stock. That debate has sharpened into year-end, when positioning can shift quickly and high-flying names often see profit-taking. Traders are also looking ahead to the company’s
31 December 2025
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Stock market today: S&P 500 futures flat as Fed minutes loom; Meta-Manus AI deal in focus

Stock market today: S&P 500 futures flat as Fed minutes loom; Meta-Manus AI deal in focus

NEW YORK, December 30, 2025, 04:03 ET — Premarket U.S. stock index futures were little changed in early premarket trading on Tuesday as investors waited for the Federal Reserve’s latest policy cues. S&P 500 futures were down 0.02% and Nasdaq 100 futures slipped 0.03%, while Dow futures were flat at 3:38 a.m. ET. markets.businessinsider.com The quiet start comes with Wall Street near record levels and trading conditions thinning into year-end. With only a handful of sessions left in 2025, small shifts in positioning can swing the tape more than usual. Investors are bracing for the Fed’s minutes from its Dec.
30 December 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:49 AM EST CSL Faces Growth Uncertainty Amid Seqirus Spin-off Pause and Flu Vaccine Demand Drop February 7, 2026, 12:49 AM EST. CSL (ASX:CSL) confronts near-term challenges after delaying its Seqirus vaccine unit spin-off due to weaker U.S. flu vaccination uptake, impacting its fiscal 2026 growth outlook. Regulatory scrutiny in Europe over its Tavneos kidney therapy data, plus intensifying U.S. competition for its Vifor iron products, heighten concerns over product credibility and pricing pressure. Despite these headwinds, CSL's diversified portfolio in plasma, vaccines, and kidney therapies underpins its
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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