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Technology News News 2 January 2026 - 3 January 2026

D-Wave Quantum (QBTS) stock jumps to start 2026 — CES Foundry demo puts next catalyst in focus

D-Wave Quantum (QBTS) stock jumps to start 2026 — CES Foundry demo puts next catalyst in focus

NEW YORK, January 3, 2026, 06:46 ET — Market closed D-Wave Quantum Inc. (QBTS) shares last closed up 7.6% at $28.13 on Friday, after swinging between $25.44 and $28.42 on about 48 million shares. The jump came as traders rotated into quantum-computing names to start the year. The move matters because the quantum-computing group tends to trade like a momentum…
3 January 2026
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Nvidia stock rises to start 2026 — and traders are already eyeing Jensen Huang’s CES stage

Nvidia stock rises to start 2026 — and traders are already eyeing Jensen Huang’s CES stage

NEW YORK, January 3, 2026, 06:08 ET — Market closed NVIDIA Corporation shares rose 1.26% to $188.85 at Friday’s close and were little changed in after-hours trading. (Stockanalysis) The gain mattered because Nvidia remains a key proxy for the “AI trade” — investor demand for stocks tied to artificial intelligence hardware and spending — and early-year positioning can set the…
3 January 2026
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Rambus stock (RMBS) jumps 8% to near $100 as chip rally kicks off 2026 — what investors watch next

Rambus stock (RMBS) jumps 8% to near $100 as chip rally kicks off 2026 — what investors watch next

NEW YORK, January 3, 2026, 04:59 ET — Market closed Rambus Inc (RMBS) jumped 8.0% on Friday to close at $99.28. The Nasdaq-listed stock traded between $95.21 and $100.68 and finished up from a prior close of $91.89, while still below its 52-week high of $114.55, the company’s investor relations site showed. The move came as semiconductor shares led a…
3 January 2026
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First Solar stock jumps 5% to start 2026 as Google-Intersect link puts solar orders in focus

First Solar stock jumps 5% to start 2026 as Google-Intersect link puts solar orders in focus

NEW YORK, January 3, 2026, 03:54 ET — Market closed Shares of First Solar, Inc. closed up 4.98% on Friday at $274.34, extending gains for solar-linked stocks in the first U.S. session of 2026. The move mattered because traders were re-pricing demand signals for utility-scale solar, where First Solar sells most of its thin-film modules. A fresh focus landed on…
3 January 2026
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IBM stock drops 1.6% as Big Blue touts Quantum Nighthawk chip ahead of Jan. 28 earnings

IBM stock drops 1.6% as Big Blue touts Quantum Nighthawk chip ahead of Jan. 28 earnings

NEW YORK, Jan 2, 2026, 20:43 ET — Market closed Shares of International Business Machines Corp fell 1.59% on Friday to close at $291.50, extending a three-session slide as the first trading day of 2026 ended with U.S. equities modestly higher. MarketWatch The move matters now because January brings a dense run of economic releases and the start of quarterly…
3 January 2026
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Palo Alto Networks stock tumbles to start 2026 as cybersecurity shares lag; jobs report looms

Palo Alto Networks stock tumbles to start 2026 as cybersecurity shares lag; jobs report looms

NEW YORK, January 2, 2026, 20:15 ET — Market closed Palo Alto Networks shares fell 2.6% to $179.37 on Friday, underperforming a largely steady Wall Street on the first trading day of 2026. Reuters The slide matters because the market is heading into the first full week of the year with U.S. economic reports — led by monthly jobs data…
3 January 2026
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Lam Research stock hits record after Citi adds LRCX to 2026 list, lifting chip gear peers

Lam Research stock hits record after Citi adds LRCX to 2026 list, lifting chip gear peers

NEW YORK, January 2, 2026, 18:16 ET — After-hours Lam Research Corporation shares rose $13.86, or 8.1%, to $185.06 in after-hours trade on Friday, extending gains from the regular session after the chip-equipment maker was added to Citi’s Large Cap Recommended list for 2026. StockStory also cited a TD Cowen price-target increase and a reiterated overweight call from Cantor Fitzgerald,…
3 January 2026
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Netflix stock slides to start 2026 as NFL streaming record fails to lift shares

Netflix stock slides to start 2026 as NFL streaming record fails to lift shares

NEW YORK, January 2, 2026, 17:22 ET — After-hours Netflix shares were down 2.97% at $90.99 in after-hours trading on Friday, after falling through the regular session. The decline matters now because Netflix is leaning harder into live sports and advertising to drive growth, and investors are testing whether those bets can offset a choppy backdrop for high-valuation tech. Reuters…
2 January 2026
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AMD stock jumps 4% after hours as chip rally opens 2026; CES keynote in focus

AMD stock jumps 4% after hours as chip rally opens 2026; CES keynote in focus

NEW YORK, Jan 2, 2026, 16:36 ET — After-hours Advanced Micro Devices (AMD) shares rose 4.3% to $223.47 in after-hours trading on Friday, adding $9.23 from the prior close. Nvidia gained about 1.2% and Intel rose about 6.7%, while the iShares Semiconductor ETF added about 4.2%. The strength in chipmakers helped cushion a choppy start to 2026 for U.S. equities,…
2 January 2026
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Microsoft stock drops more than 2% to start 2026 as investors trim megacap tech exposure (MSFT)

Microsoft stock drops more than 2% to start 2026 as investors trim megacap tech exposure (MSFT)

NEW YORK, Jan 2, 2026, 16:08 ET — After-hours Microsoft (MSFT.O) 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 drop put Microsoft on the back foot on the first trading day of 2026, a period when portfolio managers…
2 January 2026
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Stock Market Today

  • Philip Morris International Shares Show 16% Undervaluation Despite Recent Rally
    January 24, 2026, 1:15 PM EST. Philip Morris International's stock surged 40.7% over the past year, closing recently at $173.02. Despite this strong share price growth, a Discounted Cash Flow (DCF) analysis suggests the shares remain undervalued by 16.2%, with an estimated fair value of $206.50. The company is shifting focus towards smoke-free and reduced-risk products amid evolving tobacco industry regulations. Its Price-to-Earnings (P/E) ratio is also under review as investors gauge earnings relative to price. However, valuation scores show Philip Morris scores only 1 out of 6 for undervaluation, indicating some caution. The stock's appeal lies in its future cash flow potential, despite recent momentum already priced in.
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