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Technology News News 8 January 2026

Dell (DELL) stock slips after CES “AI PC” reality check; here’s what traders watch next

Dell (DELL) stock slips after CES “AI PC” reality check; here’s what traders watch next

New York, January 8, 2026, 14:39 EST — Regular session Dell Technologies Inc (NYSE: DELL) shares fell 1.3% to $118.46 on Thursday afternoon after dipping as low as $114.79, a slide of about 4.4% at the session trough. The tech-heavy Invesco QQQ ETF was down about 0.8%, while PC rival HP Inc rose about 3.2%. The moves matter now because…
Nvidia stock slides on China H200 prepayment push as investors weigh export risk

Nvidia stock slides on China H200 prepayment push as investors weigh export risk

NEW YORK, January 8, 2026, 14:25 EST — Regular session Nvidia shares fell about 2.7% on Thursday after the AI chipmaker tightened payment terms for its H200 processors sold into China, demanding full upfront payment and barring cancellations or refunds, sources briefed on the matter told Reuters. The stock traded at $184.03, near the day’s low of $183.86. Beijing has…
Western Digital stock slides again after CES AI-storage rally — what traders watch next

Western Digital stock slides again after CES AI-storage rally — what traders watch next

New York, January 8, 2026, 11:31 EST — Regular session Western Digital Corp (WDC) shares fell about 9% on Thursday, extending a sharp pullback in storage names after this week’s CES-driven jump. The stock was down 8.6% at $182.63 after opening above $200. The swing matters because Western Digital, a maker of hard-disk drives — spinning disks used for bulk…
Micron stock drops in early trade after MU’s record run; investors eye New York megafab

Micron stock drops in early trade after MU’s record run; investors eye New York megafab

New York, Jan 8, 2026, 10:47 EST — Regular session Micron Technology shares fell about 3.3% in morning trading on Thursday, retreating after an early spike that briefly pushed the stock to a fresh intraday high. The stock was down $11.20 at $328.36 after opening at $343.00. The move cools a rally that has made memory and data-storage names some…
Sandisk Corporation stock slides 11% as CES rally cools; BofA lifts target to $390

Sandisk Corporation stock slides 11% as CES rally cools; BofA lifts target to $390

New York, January 8, 2026, 11:05 AM EST — Regular session Sandisk Corporation shares were down about 11% at $315.04 in late morning trade, after closing at $353.56 on Wednesday. The stock opened at $360.91 and swung between $313.29 and $363.74, as a pullback hit storage and memory names across the tape. The drop lands just days after investors rushed…
Nvidia stock slips as China buyers face “pay upfront” rule for H200 AI chips

Nvidia stock slips as China buyers face “pay upfront” rule for H200 AI chips

New York, January 8, 2026, 10:31 EST — Regular session Nvidia shares fell about 1.6% to $186.03 on Thursday after two people briefed on the matter said the chipmaker is demanding full upfront payment from Chinese customers seeking its H200, a data-center processor used to train artificial-intelligence models. The terms bar cancellations, refunds or configuration changes after an order is…
Intel stock slides after 18A ‘Panther Lake’ rally — Jan. 22 earnings is the next test

Intel stock slides after 18A ‘Panther Lake’ rally — Jan. 22 earnings is the next test

New York, January 8, 2026, 10:05 AM ET — Regular session Intel (INTC.O) shares fell 1.6% to $41.95 in morning trade on Thursday. The stock has ranged between $41.87 and $43.31 so far. The pullback comes a day after Intel’s shares jumped when the company said it has begun shipping its first products made on 18A, its newest chipmaking process.…
Applied Digital stock jumps after Q2 revenue triples, as new hyperscaler talks drive AI data-center push

Applied Digital stock jumps after Q2 revenue triples, as new hyperscaler talks drive AI data-center push

DALLAS, January 8, 2026, 09:10 CST Applied Digital shares rose about 7% in extended trading on Wednesday after the data-center operator reported fiscal second-quarter revenue above Wall Street estimates, buoyed by demand for facilities built for artificial-intelligence workloads. It posted revenue of $126.6 million for the quarter ended Nov. 30, beating analysts’ estimate of $88 million, LSEG data showed. Reuters…
Amazon stock today: AMZN ticks up as AWS self-driving deal and GPU pricing come into focus

Amazon stock today: AMZN ticks up as AWS self-driving deal and GPU pricing come into focus

New York, January 8, 2026, 09:32 EST — Regular session Amazon.com Inc (AMZN.O) shares rose 0.3% to $241.56 in early trading on Thursday after its cloud unit AWS expanded a partnership with German auto supplier Aumovio to speed up self-driving vehicle development using artificial intelligence. “The big accelerant in the industry has been the use of engineering AI,” AWS automotive…
Micron stock slips as UBS, Piper lift targets to $400 ahead of New York megafab kickoff

Micron stock slips as UBS, Piper lift targets to $400 ahead of New York megafab kickoff

NEW YORK, Jan 8, 2026, 09:40 EST — Regular session Micron Technology Inc shares fell 1.1% to $339.55 in early trading on Thursday, after touching $342.50 and $336.33, as the chipmaker’s recent surge cooled. The moves matter because investors are trying to judge whether a tight memory market is turning into something more durable, driven by data centers building out…
Nvidia stock rises in premarket as tough China payment terms put H200 demand back in focus

Nvidia stock rises in premarket as tough China payment terms put H200 demand back in focus

NEW YORK, Jan 8, 2026, 08:58 a.m. ET — Premarket Nvidia (NVDA.O) shares rose 0.5% to $190.05 in premarket trading on Thursday, after a report said the company is tightening payment terms for Chinese buyers of its H200 artificial intelligence chips. The stock closed up 1% on Wednesday at $189.11. Barron’s The chip designer is requiring full upfront payment for…
Nokia stock steadies before U.S. open after Hisense patent deal ends litigation

Nokia stock steadies before U.S. open after Hisense patent deal ends litigation

NEW YORK, Jan 8, 2026, 08:12 EST — Premarket Nokia Oyj said on Thursday it signed a multi-year patent licence with Hisense covering the use of Nokia’s video technologies in Hisense televisions, ending all patent-related litigation between the companies. Nokia’s U.S.-listed shares were indicated around $6.80 in premarket trading. “We are delighted to have reached an agreement with Hisense,” Susanna…
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Stock Market Today

  • Amphenol (APH) Shares Surge 97% in a Year But Show Signs of Overvaluation
    January 24, 2026, 3:17 AM EST. Amphenol (APH) shares have surged 97% over the past year, closing at $150.99, drawing fresh investor attention due to its key role in communications and industrial markets. However, valuation analysis raises concerns of an overheated stock. A Discounted Cash Flow (DCF) model estimates intrinsic value at $93.29 per share, suggesting the stock is about 62% overvalued relative to current prices. Meanwhile, Amphenol trades at a price-to-earnings (P/E) ratio of 48.37, far above the electronics industry average of 26.93, implying expectations for strong growth or low risk that may be optimistic. Short-term price fluctuations, including a recent 2.2% weekly drop, reflect mixed market sentiment amid these high valuations.
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