Nvidia shares closed up 1.2% on Friday at $188.85, helping chipmakers lead Wall Street’s first trading day of 2026. The next read on the AI trade comes when U.S. markets reopen on Monday. Reuters
Apple Inc shares slipped about 0.3% to $271.01 on Friday after Raymond James restarted coverage with a neutral view on valuation. U.S. markets are closed on Sunday, leaving Apple last seen trading between $269.12 and $277.69 on roughly 37.8 million shares.
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
Big Tech stocks started 2026 on a split note on Friday, with Tesla’s drop after its delivery report offsetting strength in chipmakers led by Nvidia. Reuters
The Dow rose 319.10 points, or 0.66%, to 48,382.39 on Friday and the S&P 500 added 0.19% to 6,858.47, while the Nasdaq slipped 0.03% to 23,235.63, as Wall Street opened 2026 with gains in chipmakers and industrials. Joe Mazzola, head of trading and derivatives strategy at Charles Schwab, said investors have adopted a “buy the dip, sell the rip” mentality. Reuters
Meta Platforms shares fell about 1.4% on Friday to close at $650.41, ending the first trading day of 2026 on the back foot. The stock traded between $643.58 and $666.10, with about 13.7 million shares changing hands.
Microsoft shares ended down 2.21% on Friday after Brazil’s antitrust watchdog opened a probe into the company’s corporate software and cloud computing practices. The stock finished at $472.94, and U.S. markets are closed on Saturday. Terra
Amazon.com shares ended Friday down 1.9% at $226.50, slipping on the first trading day of 2026 even as the broader market steadied. The stock traded between $224.71 and $235.39, with about 51.5 million shares changing hands.
Microsoft shares fell about 2.4% on Friday to $472.24, after trading as high as $487.15 and as low as $470.19. Volume was about 19.6 million shares in a holiday-thinned session.
The Dow Jones Industrial Average was up 78.93 points, or 0.16%, at 48,142.22 in early afternoon trading on Friday, after swinging between 47,853.04 and 48,275.63. Investing
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.
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 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.
Wall Street analysts are starting 2026 bullish on Microsoft, with TipRanks showing a “Strong Buy” consensus and an average price target of $631.36 for the shares. The target implies 30.6% upside, TipRanks data show. TipRanks
Amazon.com shares slipped 0.7% in premarket trading on Friday, the first U.S. trading day of 2026 after markets were shut for the New Year holiday. The stock was at $230.82, versus its last close of $232.51.
Wedbush Securities analyst Dan Ives has put Microsoft at the top of his 2026 artificial intelligence stock list and set a $625 price target after the company’s shares rose about 16% in 2025. “FY26 for Microsoft remains the true inflection year of AI growth,” Ives wrote in a client note, referring to the company’s fiscal 2026 year. Business Insider
U.S. technology stocks closed out 2025 with a late dip, pulling the Nasdaq lower in year-end trade, as Wall Street remained shut on Thursday for the New Year’s Day holiday.