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.
Alphabet stock rises to start 2026 as analysts flag AI-search tailwinds for GOOG
Alphabet’s Class C shares rose 1.3% to $317.82 by 10:13 a.m. ET on Friday, after the Google parent opened higher with the broader tech complex. The stock touched an intraday high of $322.86.
AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains
Nvidia shares rose 2.9% to $191.93 on Friday after Reuters reported the AI chipmaker had approached Taiwan Semiconductor Manufacturing Co about ramping up production of its H200 graphics processing units, chips used to train and run AI models. Sources told Reuters Chinese technology companies have ordered more than 2 million H200 chips for delivery in 2026, far above Nvidia's current inventory of about 700,000 units. The report said TSMC was expected to start work on expanded output in the second quarter, but Chinese authorities have yet to greenlight any H200 shipments. Reuters
Microsoft stock slips early as big tech softens; Wedbush flags FY26 as AI “inflection year”
Microsoft shares fell 0.8% to $483.62 on Friday, extending a softer tone across megacap technology stocks as the first U.S. session of 2026 got underway.
AI stocks today: Baidu jumps on Kunlunxin IPO filing as Nvidia, Broadcom rise in premarket
Shares of Baidu jumped about 12% in early premarket trading on Friday after the company said its artificial-intelligence chip unit had filed for a Hong Kong listing. Dow futures were up 171 points, or 0.35%, and S&P 500 futures rose 41.5 points, or 0.60%, while Nasdaq 100 futures gained 267 points, or 1.05%; Nvidia and Broadcom were up 1.8% and 1.6% in premarket trade. The new-year bid followed a late-December retreat in tech shares after AI-linked names helped push U.S. benchmarks to record highs in 2025. Reuters
Google stock’s best year since 2009 sets up a tougher 2026 test for Alphabet’s AI spending
Alphabet, the parent of Google, is starting 2026 after its shares rose 65% in 2025, the company’s best annual performance since 2009. The stock hit its 2025 low in April before rallying more than 100% from those levels, CNBC reported.
Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus
Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp production of its H200 artificial-intelligence chips after Chinese tech companies ordered more than 2 million units for 2026, sources said. Nvidia has about 700,000 units in stock and has priced China-bound H200 variants around $27,000 per chip, the sources said. TSMC is expected to start work on expanded output in the second quarter, one person said, as Beijing weighs whether to approve imports after Washington recently cleared H200 exports to China with a fee. Reuters
AI’s “Pick-and-Shovel” Boom: Power, Cooling and Networking Stocks Take the Spotlight in 2026
Investors are starting 2026 by shifting attention from headline AI model makers to the physical plumbing that keeps data centers running — power, cooling and networking — as valuations rise across the sector.
TechStock² Updates
