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Technology News News 8 January 2026

Western Digital stock slides again after CES-fueled spike — what investors watch next

Western Digital stock slides again after CES-fueled spike — what investors watch next

New York, January 8, 2026, 15:04 EST — Regular session Western Digital Corp shares were down 7.6% at $184.75 in afternoon trading on Thursday, after swinging between $180.70 and $201.78 earlier in the session. About 9.3 million shares had changed hands. The drop fits a broader pullback in AI-linked memory and storage names that had sprinted higher at the start of the year, leaving the market quick to punish any wobble. In a Reuters report, B. Riley Wealth chief market strategist Art Hogan called AI “a ‘show me’ sector” as investors weigh who can turn big spending into returns, with
8 January 2026
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Qualcomm stock rises as Volkswagen lines up long-term Snapdragon infotainment deal

Qualcomm stock rises as Volkswagen lines up long-term Snapdragon infotainment deal

New York, Jan 8, 2026, 15:04 EST — Regular session QUALCOMM Incorporated shares rose 1.3% on Thursday after Volkswagen said it signed a letter of intent that could make the U.S. chip designer a core supplier for the carmaker’s next software platform. The stock was up at $182.54, after trading between $176.51 and $184.29, even as the Nasdaq-leaning QQQ fell 0.8% and the iShares Semiconductor ETF slid about 1.8%. The Volkswagen tie-up lands as Qualcomm tries to prove it can grow beyond smartphones, where demand still swings with handset launches and upgrade cycles. Auto “wins” can lock in business for
8 January 2026
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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 the PC industry has leaned on “AI PCs” — laptops with neural processing units (NPUs) meant to handle some AI tasks on the device — to spark a new upgrade cycle. Investors have also started to separate AI winners from
8 January 2026
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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 asked some tech companies to pause H200 orders while regulators decide how many domestic chips buyers must purchase alongside each order, the report said. Reuters The move matters because China is again a live swing factor for Nvidia’s growth story,
8 January 2026
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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 data storage — has become a quick way for traders to express views on the AI data-center buildout. After two sessions of big moves, some investors are starting to ask how much of the storage boom is already in the
8 January 2026
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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 of the market’s early winners in 2026. Micron jumped 10% on Tuesday to a record high after Nvidia boss Jensen Huang, speaking at CES in Las Vegas, detailed a new layer of storage technology, lifting related stocks including Western Digital
8 January 2026
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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 into the group on Nvidia CEO Jensen Huang’s comments at CES about AI’s demand for memory and storage hardware. Huang called AI-specific storage and memory “a completely unserved market today,” Investopedia reported. Investopedia Bank of America Securities added fuel on
8 January 2026
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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 placed, the people said. The stock hit an intraday low of $184.73 and a high of $190.28. Reuters The shift lands as investors start 2026 leaning again into big AI names, even as valuations and policy risk keep flashing yellow.
8 January 2026
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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. The initial shipments involve the Panther Lake family, branded as Core Ultra Series 3, and Melius Research upgraded the stock to “buy” with a $50 price target. TradingView Investors have latched onto 18A because it sits at the center of
8 January 2026
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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 The print lands as cloud groups and AI specialists scramble for places that can take a lot of power and deliver dense computing quickly. A “hyperscaler” is industry shorthand for a very large cloud provider that rents capacity in huge
8 January 2026
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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 and manufacturing boss Ozgur Tohumcu told Reuters. Reuters Why it matters now: investors are treating AWS as Amazon’s tell on corporate tech budgets, especially for AI-heavy workloads that need expensive computing power. A steady drumbeat of customer wins can matter
8 January 2026
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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 artificial intelligence systems. Samsung Electronics this week forecast record quarterly operating profit as demand for memory chips used in AI applications lifted prices, a read-through for rivals that sell similar products. Reuters UBS lifted its price target on Micron to
8 January 2026
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Stock Market Today

Diageo share price slips into the weekend as investors eye Feb. 25 results

Diageo share price slips into the weekend as investors eye Feb. 25 results

7 February 2026
Diageo shares closed down 1.48% at 1,760 pence on Friday, trailing a 0.59% gain in the FTSE 100. An updated analyst consensus points to a 2.0% fall in first-half organic net sales ahead of interim results due Feb. 25. Trading volume was light, and the stock remains over 22% below its 52-week high.
National Grid share price: what to know before London reopens after BoE signal

National Grid share price: what to know before London reopens after BoE signal

7 February 2026
National Grid shares closed at 1,285 pence in London on Friday, up 0.23%. The Bank of England held rates at 3.75% after a close vote, signaling possible cuts if inflation falls. National Grid announced a wireless power transmission study with Space Solar and marked five years of IFA2 interconnector operations. Its U.S. ADR ended at $88.06, up $1.17.
BAE Systems share price rises into weekend — what to watch before Monday’s London open

BAE Systems share price rises into weekend — what to watch before Monday’s London open

7 February 2026
BAE Systems shares closed up 1.2% at 1,879 pence on Friday, tracking gains in European defence stocks. The company’s market value stands near £54.8 billion. Investors await BAE’s full-year results on Feb. 18 for updates on cash returns and orders. GXO Logistics renewed and expanded its contract to support BAE’s Type 26 frigate program in Scotland.
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