AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand
Shares of Applied Optoelectronics rose 13.6% to $39.60 on Friday, the first U.S. trading session of 2026, after swinging between $35.82 and $40.06.
Baidu stock jumps nearly 15% after AI chip unit Kunlunxin files for Hong Kong IPO
Baidu’s U.S.-listed American depositary shares closed up 14.9% at $150.30 on Friday after the company said its AI chip unit Kunlunxin had filed for a Hong Kong listing.
Fluence Energy stock jumps 16% to kick off 2026 as AI-power demand lifts storage names
Shares of Fluence Energy Inc jumped 16.3% on Friday to close at $23.01, after trading as high as $23.12 and as low as $20.14. The stock was up about 0.4% in after-hours trading, StockAnalysis data showed. StockAnalysis
BigBear.ai stock today: BBAI eyes $125M debt cut as 38M shares come into view
BigBear.ai Holdings said after the market close on Friday it will redeem all outstanding 6.00% convertible senior secured notes due 2029, a move it expects will eliminate about $125 million of debt and cut total note-related debt to about $17 million. It set Jan. 16 as the redemption date and said it expects to issue about 38 million shares as noteholders convert, with any notes not converted to be redeemed for cash at par plus accrued interest. BigBear.ai Holdings, Inc.
US strike on Venezuela: 3 ways Nvidia and other AI stocks could react when markets reopen
U.S. strikes in Venezuela and the capture of President Nicolas Maduro are setting up a fresh test for U.S. artificial intelligence stocks, a high-beta corner of the market that tends to swing with oil prices and interest-rate expectations. Reuters
PayPal stock slips to start 2026 as CEO leans into AI payments — what traders watch next
PayPal Holdings Inc shares ended the first trading session of 2026 lower, closing down about 0.4% at $58.14 on Friday. The stock finished 24 cents below its Dec. 31 close of $58.38, according to the company’s historical quote.
Reddit stock jumps as Needham calls it the “new homepage” for AI answers
Reddit Inc. shares rose 5.3% in the last U.S. session, ending at $241.89 on Friday as investors leaned into a bullish analyst view that the platform is becoming a key “citation” source in AI-driven search. Investing
Western Digital stock jumps 9% to start 2026 as AI data-storage trade stays in focus
Western Digital shares closed up 9% at $187.70 on Friday, outperforming the broader market on the first trading day of 2026. Barron's
HKEX stock jumps 2% on AI-led Hong Kong rally as IPO buzz returns — what’s next for 0388.HK
Shares of Hong Kong Exchanges and Clearing Ltd, the operator of the Hong Kong Stock Exchange, rose 2.01% on Friday to close at HK$415.80. The stock gained HK$8.20 on the day, after trading between HK$406.60 and HK$416.80, with 3.59 million shares changing hands. Investing
BigBear.ai stock (BBAI) jumps as company moves to slash $125 million of convertible debt — what’s next
BigBear.ai Holdings, Inc. said late Friday it has called its 6.00% convertible senior secured notes due 2029 for redemption, part of a plan to cut most of its note-related debt. BBAI shares closed up 8.15% at $5.84 and were last down about 0.5% after hours, according to MarketWatch data. BigBear.ai Holdings, Inc.
FTSE 100 Smashes 10,000 as AI Bubble Talk Returns to Markets in 2026
London’s FTSE 100 rose above 10,000 points for the first time on Friday, hitting an intraday high of 10,046.3 as markets reopened after the New Year holiday, a PA Media/dpa report carried by Bernama said. The index gained 21.5% in 2025, its best annual rise since 2009, helped by defence, mining and financial stocks.
Sandisk stock today: SNDK jumps 16% to start 2026 as AI storage trade stays hot
Sandisk Corp shares jumped 15.9% on Friday to close at $275.24, after trading as high as $278.78 and as low as $242.00 in the first U.S. session of 2026. About 11.1 million shares changed hands.
Applied Digital (APLD) stock jumps 15% as AI data-center bet returns ahead of Jan. 7 earnings
Applied Digital Corporation shares rose 14.6% on Friday to $28.11, after trading between $24.65 and $28.41. About 36.1 million shares changed hands.
Western Digital stock jumps nearly 9% as AI storage trade kicks off 2026
Western Digital Corp shares surged on Friday and were still higher in after-hours trading, extending a sharp rally in data-storage stocks to start 2026. StockAnalysis
Lumentum stock rises 4% as AI data‑center optics rally kicks off 2026
Shares of Lumentum Holdings Inc rose 4.3% to $384.31 in afternoon trading on Friday, extending a strong run in AI-linked optical hardware names. The stock has traded between $374.87 and $391.92 so far in the session.
Western Digital stock jumps 8% today as AI storage names lead early 2026 trade
Western Digital shares rose about 8.1% to $186.30 by mid-afternoon on Friday, lifting with a broad move higher in data-storage and memory stocks. The stock traded between $176.00 and $187.53 and last showed volume of about 4.7 million shares.
Adobe stock drops more than 4% as new bull case says AI fears are overdone
Adobe shares slid about 4.4% on Friday morning, turning lower after opening near the prior close in a broad pullback across big software names. Salesforce and Autodesk were also down, while Microsoft slipped about 2%.
Microsoft stock vs Alphabet stock: Why 2026 is the real AI monetization test
Microsoft shares were down about 1.6% at $475.69 in late-morning trade on Friday, while Alphabet rose about 0.7% to $315.20. Microsoft’s market value stood near $3.85 trillion versus roughly $2.94 trillion for Alphabet, with Microsoft trading at about 37 times earnings compared with Alphabet at roughly 24 times.
Tesla deliveries miss as Baidu pops on AI chip IPO plan and Nasdaq opens 2026 higher
The S&P 500 and Nasdaq opened 2026 on firmer footing on Friday, led by a rebound in technology shares. At 10:13 a.m. ET, the Dow was down 0.01%, the S&P 500 was up 0.38% and the Nasdaq Composite gained 0.75%. Reuters
AMD stock jumps to start 2026 as MI450 AI chips and Helios racks draw fresh attention
Advanced Micro Devices’ shares rose about 5% on Friday, kicking off 2026 with a fresh burst of optimism around the chipmaker’s artificial intelligence hardware plans. The stock was up 5.2% at $225.24 by 10:13 a.m. ET.