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NASDAQ:NVDA 10 January 2026 - 13 January 2026

Google stock taps $4 trillion on Apple Gemini AI deal as “Have-Lots” worries grow

Google stock taps $4 trillion on Apple Gemini AI deal as “Have-Lots” worries grow

Alphabet briefly hit a $4 trillion market cap on Monday following news that Apple’s upcoming AI models will use Google’s Gemini, cementing a multi-year partnership. Class A shares climbed as much as 1.7% to an all-time high of $334.04 before easing back, fueled by optimism around Google Cloud’s growth: revenue surged 34% in Q3, with backlog hitting $155 billion. Phil Blancato, CEO of Ladenburg Thalmann Asset Management, described Alphabet as “the one name that has surprised us all” within Wall Street’s “Magnificent Seven” — a nickname for seven mega-cap tech giants. Alphabet joined Nvidia, Microsoft, and Apple as the fourth company to reach a $4 trillion valuation.
CoreWeave stock jumps 11% as Goldman starts coverage and Moody’s flags $3 trillion data-center boom

CoreWeave stock jumps 11% as Goldman starts coverage and Moody’s flags $3 trillion data-center boom

CoreWeave shares jumped nearly 11% on Monday, extending a sharp rebound from early lows as investors latched onto fresh Wall Street coverage and a bullish call on data-center spending. The stock was last up 11% at $88.94, after swinging between $78.48 and $89.87, while the Nasdaq 100 tracker Invesco QQQ was little changed.
Semiconductor stocks hit a record — here’s what could move SOXX next week

Semiconductor stocks hit a record — here’s what could move SOXX next week

U.S. semiconductor stocks drove Wall Street to a record close Friday, with the iShares Semiconductor ETF climbing 2.9% to $328.78, after swinging between $319.35 and $330.66. The PHLX semiconductor index, which tracks major chipmakers, surged 2.7% to a new high. Broadcom gained 3.8%, Lam Research jumped 8.7% following Mizuho’s price target hike to $220 from $200, and Intel rallied nearly 11%. The boost came after President Donald Trump described a “great meeting” with CEO Lip-Bu Tan. “Investors are getting granular and picking the winners and losers” in AI, noted Zachary Hill of Horizon Investments.
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