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Technology News News 26 January 2026 - 27 January 2026

Seagate stock price jumps after hours ahead of Q2 earnings as demand signals loom

Seagate stock price jumps after hours ahead of Q2 earnings as demand signals loom

Seagate shares rose 3.5% to $358.29 in after-hours trading Monday ahead of its fiscal Q2 earnings report, due after Tuesday’s market close. Analysts expect adjusted earnings of $2.83 per share on $2.74 billion in revenue. Investors are watching for updates on pricing, supply constraints, and the rollout of HAMR technology. Western Digital shares also gained, rising 1.9% to $240.85.
27 January 2026
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CoreWeave jumps on Nvidia’s $2 billion check as AI stocks brace for earnings week

CoreWeave jumps on Nvidia’s $2 billion check as AI stocks brace for earnings week

CoreWeave shares surged 5.7% to $98.31 after Nvidia announced a $2 billion investment and plans to nearly double its stake at $87.20 per share. Nvidia slipped 0.7% in late trading. Microsoft unveiled its Maia 200 AI chip and new software tools, challenging Nvidia’s CUDA. U.S. stocks closed higher ahead of major earnings and a Fed meeting this week.
26 January 2026
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Micron stock slides on Samsung’s Nvidia HBM4 push — what MU investors watch next

Micron stock slides on Samsung’s Nvidia HBM4 push — what MU investors watch next

Micron shares fell 2.6% to $389.09 Monday after reports that Samsung will soon supply Nvidia with next-generation HBM4 memory chips. Samsung reportedly passed HBM4 qualification for both Nvidia and AMD and will begin shipments next month. Nvidia shares slipped 0.7%, AMD dropped 3.3%. Investors await Samsung and SK Hynix earnings for more on HBM4 demand.
26 January 2026
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Apple stock jumps nearly 3% as JPMorgan lifts target and Apple unveils new AirTag

Apple stock jumps nearly 3% as JPMorgan lifts target and Apple unveils new AirTag

Apple shares rose 2.97% to close at $255.41 Monday, then edged up 0.1% after hours. JPMorgan raised its price target to $315, while Jefferies cut its target to $276.47 but kept a Neutral rating. Apple unveiled an updated AirTag with longer range and louder speaker at unchanged prices. Quarterly earnings are due January 29.
26 January 2026
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D-Wave Quantum (QBTS) stock drops after hours as quantum shares wobble — what to watch next

D-Wave Quantum (QBTS) stock drops after hours as quantum shares wobble — what to watch next

D-Wave Quantum shares fell 7.4% to $23.75 in after-hours trading Monday, erasing earlier gains above $26. Other quantum-computing stocks, including IonQ and Rigetti, also dropped sharply. The declines came ahead of D-Wave’s Qubits conference in Florida this week, where investors expect updates on its product roadmap and customer progress. IonQ announced a $1.8 billion deal to acquire SkyWater Technology.
26 January 2026
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AST SpaceMobile stock slides 5% as BlueBird 7 launch on Blue Origin rocket nears

AST SpaceMobile stock slides 5% as BlueBird 7 launch on Blue Origin rocket nears

AST SpaceMobile shares fell 5.5% to $107.27 Monday, with trading volume near 8.9 million shares. The company plans to launch its BlueBird 7 satellite in late February on Blue Origin’s New Glenn-3 rocket, aiming to expand its direct-to-device satellite network. AST targets 45-60 satellites deployed by year-end, with launches every one to two months.
26 January 2026
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DigitalOcean stock jumps nearly 15% as AI-inference push keeps buyers in control

DigitalOcean stock jumps nearly 15% as AI-inference push keeps buyers in control

DigitalOcean shares jumped 14.9% to $61.58 on Monday, hitting a new 52-week high as investors piled into smaller cloud and AI infrastructure stocks. The rally followed recent analyst upgrades and news that DigitalOcean’s AI Inference Cloud Platform doubled throughput for Character.ai while halving costs. Vinay Kumar was named chief product and technology officer last week. Earnings are expected Feb. 24, according to MarketBeat.
26 January 2026
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AI stocks swing as Nvidia puts $2 billion into CoreWeave and Microsoft debuts Maia 200 chip

AI stocks swing as Nvidia puts $2 billion into CoreWeave and Microsoft debuts Maia 200 chip

CoreWeave jumped 9.2% after Nvidia announced a $2 billion investment, becoming its second-largest shareholder. Nvidia shares slipped 0.3%. Microsoft rose 1.2% on the launch of its Maia 200 chip and Triton software for Nvidia’s CUDA ecosystem. Traders are watching mega-cap earnings and the Fed’s Jan. 28 meeting for signs of AI-related profit growth.
26 January 2026
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Micron stock slips on Samsung’s Nvidia HBM4 push as traders look to Thursday chip updates

Micron stock slips on Samsung’s Nvidia HBM4 push as traders look to Thursday chip updates

Micron shares dropped 2.3% to $390.50 after reports that Samsung is close to supplying Nvidia with next-generation HBM4 memory chips. Samsung may begin HBM4 shipments to Nvidia as early as next month, with both Samsung and SK Hynix set to report earnings Thursday. Investors are watching for updates on HBM4 order volumes and supply chain developments. Nvidia’s Vera Rubin platform is now in full production.
26 January 2026
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IonQ stock climbs after $1.8 billion SkyWater deal — terms, collar and what traders watch next

IonQ stock climbs after $1.8 billion SkyWater deal — terms, collar and what traders watch next

IonQ shares rose 2.3% after announcing a $1.8 billion cash-and-stock deal to acquire SkyWater Technology at $35 per share. SkyWater stock jumped 6.3% to $33.28. The offer includes a collar to adjust the stock portion if IonQ’s price changes. The deal awaits shareholder and regulatory approval.
26 January 2026
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Intel stock steadies after last week’s slide as supply squeeze stays in focus

Intel stock steadies after last week’s slide as supply squeeze stays in focus

Intel shares edged down 0.2% to $45.07 in early Monday trading after plunging 14% Friday on warnings of tight first-quarter supply. The company projected revenue of $11.7 billion to $12.7 billion and zero non-GAAP EPS, citing factory constraints. Investors are watching for updates ahead of the Federal Reserve’s Jan. 28 rate decision and upcoming tech earnings.
26 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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