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AI Technology News 2 January 2026 - 4 January 2026

Pony AI stock jumps nearly 11% on CLSA call — what to know before Monday’s open

Pony AI stock jumps nearly 11% on CLSA call — what to know before Monday’s open

NEW YORK, January 4, 2026, 10:20 ET — Market closed Pony AI Inc shares surged 10.7% on Friday to close at $16.07, after brokerage CLSA initiated coverage with an “outperform” rating and a $22 price target. Briefing The move matters because new sell-side coverage can widen the shareholder base for a relatively young listing, especially in volatile growth names tied…
HKEX stock ends up 2% as Hong Kong’s AI-IPO push lifts sentiment — what’s next

HKEX stock ends up 2% as Hong Kong’s AI-IPO push lifts sentiment — what’s next

NEW YORK, January 4, 2026, 08:35 ET — Market closed Shares of Hong Kong Exchanges and Clearing Ltd (0388.HK), the operator of the Hong Kong Stock Exchange, last closed up 2.01% at HK$415.80. Yahoo Finance The move matters because HKEX’s revenue is closely tied to market activity. When trading volumes and new listings rise, the exchange typically collects more trading,…
Shanghai Stock Exchange reopens Jan. 5: Shanghai Composite near 4,000 as AI-chip buzz builds

Shanghai Stock Exchange reopens Jan. 5: Shanghai Composite near 4,000 as AI-chip buzz builds

NEW YORK, January 4, 2026, 08:10 ET — Market closed Mainland China’s A-shares — yuan-denominated shares traded on the Shanghai Stock Exchange and Shenzhen bourses — will resume trading on Monday, Jan. 5, after the New Year holiday shut onshore markets. Hong Kong set an upbeat tone on Friday as the Hang Seng Index rose 2.76%, with Baidu jumping 9.5%…
Baidu stock today: BIDU jumps on Kunlunxin Hong Kong IPO plan as AI-chip frenzy builds

Baidu stock today: BIDU jumps on Kunlunxin Hong Kong IPO plan as AI-chip frenzy builds

NEW YORK, January 4, 2026, 06:55 ET — Market closed. Baidu, Inc. (BIDU) shares closed up 14.9% at $150.30 on Friday, January 2, after the company disclosed plans to spin off and seek a Hong Kong listing for its artificial intelligence chip arm, Kunlunxin. The stock gained $19.50 and hit $151.05 intraday, just shy of its 52-week high. Business Insider…
Pony AI stock jumps nearly 11% after CLSA starts coverage; what traders watch next

Pony AI stock jumps nearly 11% after CLSA starts coverage; what traders watch next

NEW YORK, Jan 3, 2026, 19:34 ET — Market closed Pony AI Inc shares surged 10.8% on Friday to close at $16.07, and were last down 0.4% at $16.00 in after-hours trading, according to Investing.com data. Investing The move matters because Pony AI sits in a high-volatility corner of the market — autonomous driving — where incremental catalysts like new…
Shanghai Stock Exchange stock today: Shanghai shares brace for Monday reopen as AI rally builds offshore

Shanghai Stock Exchange stock today: Shanghai shares brace for Monday reopen as AI rally builds offshore

NEW YORK, January 3, 2026, 08:09 ET — Market closed Mainland China’s stock markets are closed for the New Year holiday and are due to reopen on Monday, with offshore gains in Hong Kong’s tech sector setting the cue for Shanghai’s next session. Hong Kong’s Hang Seng Index rose 2.2% by the midday break on Friday, while its tech index…
GOOG stock edges up after-hours as Google parent Alphabet gets fresh $385 AI-search target

GOOG stock edges up after-hours as Google parent Alphabet gets fresh $385 AI-search target

NEW YORK, Jan 2, 2026, 17:16 ET — After-hours Alphabet Inc’s Class C shares (GOOG.O) were up 0.5% at $315.32 in after-hours trading on Friday, as investors weighed new bullish calls tied to Google’s AI-powered search push. The stock ranged from $310.71 to $322.86 in the session, with about 22 million shares traded. The first trading day of 2026 is…
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.…
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,…
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…
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…
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…
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Stock Market Today

  • Apple Stock Outlook: Growth, AI Adoption, and Market Position
    January 23, 2026, 12:18 PM EST. Apple (AAPL) has delivered remarkable long-term returns, with shares soaring over 900% in the past decade. The company's strong product lineup, particularly the iPhone, helped it claim the top spot in the 2025 smartphone market with a 20% share. Despite recent underperformance versus the S&P 500 due to slow initial AI adoption and tariff concerns tied to its China supply chain, Apple is accelerating its AI integration and benefiting from U.S. tariff exemptions related to domestic production investments. Growth in shipments and improved return on invested capital point to effective investment strategies. Investors eyeing potential catalysts this year may find Apple's evolving AI efforts and stabilizing trade environment a solid basis for future gains.
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