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Technology News News 3 January 2026 - 4 January 2026

Intel stock jumps nearly 7% as chip rally kicks off 2026 — CES “Panther Lake” debut is next test

Intel stock jumps nearly 7% as chip rally kicks off 2026 — CES “Panther Lake” debut is next test

NEW YORK, Jan 4, 2026, 17:02 ET — Market closed Intel (INTC.O) shares closed up 6.7% at $39.38 on Friday after trading between $37.41 and $39.86, extending a rebound in semiconductor stocks at the start of 2026. The move matters because it puts Intel back within striking distance of $40, a round-number level traders often treat as a near-term line in the sand when markets reopen on Monday. It also lands days before CES, when chipmakers and PC vendors typically set the tone for the first quarter with product roadmaps, partner lineups and early demand signals. Chip stocks paced the
4 January 2026
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AMD stock jumps 4% to start 2026 as traders brace for Lisa Su’s CES keynote

AMD stock jumps 4% to start 2026 as traders brace for Lisa Su’s CES keynote

NEW YORK, Jan 4, 2026, 16:58 ET — Market closed Advanced Micro Devices (AMD.O) shares closed up $9.23, or 4.3%, at $223.47 on Friday, kicking off 2026 with a sharp rebound for the chipmaker. Trading is shut on Sunday. The move tracked a sector-wide rally, with the Philadelphia Semiconductor Index — a benchmark for chip stocks — rising about 4.0% in the same session. Nasdaq Global Index Watch That matters now because semiconductors have become a pressure point for the wider market: they are tied to corporate spending on artificial intelligence and data centers, but investors are also weighing how
4 January 2026
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Nvidia stock heads into CES week as insider sale filing lands and key data looms

Nvidia stock heads into CES week as insider sale filing lands and key data looms

NEW YORK, January 4, 2026, 16:19 ET — Market closed Nvidia shares closed up 1.26% at $188.85 on Friday, the first trading day of 2026, as semiconductor stocks rebounded. Yahoo Finance The move matters because Nvidia (NVDA.O) remains a bellwether for the AI trade and a heavyweight in U.S. equity indexes. When investors rotate into or out of chip stocks, Nvidia often sets the tone. With U.S. markets shut on Sunday, traders head into Monday with a tight set of near-term catalysts: a high-profile CES appearance by CEO Jensen Huang and fresh U.S. economic data that can shift interest-rate expectations.
4 January 2026
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Nvidia stock heads into CES week after insider sale filing puts NVDA back in focus

Nvidia stock heads into CES week after insider sale filing puts NVDA back in focus

NEW YORK, Jan 4, 2026, 13:49 ET — Market closed Nvidia (NVDA.O) shares closed up 1.2% on Friday after a company officer filed notice of a planned share sale, with investors also bracing for CEO Jensen Huang’s headline slot at CES in Las Vegas. SEC The filing matters because it lands at the start of a year when the market is looking for fresh proof that the artificial-intelligence spending boom is still translating into revenue and margins, not just bigger capital budgets. It also comes as tech valuations remain sensitive to interest-rate expectations, after Federal Reserve officials warned this weekend
4 January 2026
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GE Vernova stock jumps nearly 4% to start 2026 as AI-power trade rebounds

GE Vernova stock jumps nearly 4% to start 2026 as AI-power trade rebounds

NEW YORK, Jan 4, 2026, 11:24 ET — Market closed GE Vernova shares ended the first trading day of 2026 up nearly 4%, a sharp rebound that outpaced the broader market and put the power-equipment maker back in focus ahead of a heavy early-January data calendar. Yahoo Finance The move matters now because investors started the year rotating into companies seen as beneficiaries of the energy buildout needed to support fast-growing data-center demand, after a choppy end to 2025. Reuters “Value is outperforming growth and AI infrastructure is up,” Jed Ellerbroek, a portfolio manager at Argent Capital in St. Louis,
4 January 2026
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AMD stock jumps 4% into CES week as Lisa Su keynote nears

AMD stock jumps 4% into CES week as Lisa Su keynote nears

NEW YORK, January 4, 2026, 09:52 ET — Market closed Advanced Micro Devices (AMD.O) shares closed up about 4.3% at $223.47 on Friday, after trading between $217.01 and $227.05 with roughly 36.4 million shares changing hands. The move left chip stocks in focus heading into the first full week of 2026, as investors look for a fresh driver after thin holiday trading. “The market is looking for direction,” said Matthew Maley, chief market strategist at Miller Tabak, with traders also watching the U.S. employment report due Jan. 9 and the consumer price index release on Jan. 13. Reuters A near-term
4 January 2026
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Apple stock starts 2026 on a slip as valuation debate heats up ahead of Jan. 29 earnings

Apple stock starts 2026 on a slip as valuation debate heats up ahead of Jan. 29 earnings

NEW YORK, Jan 4, 2026, 09:31 ET — Market closed Apple Inc (AAPL.O) shares last closed down 0.31% at $271.01 on Friday, after trading between $269.00 and $277.84. Volume was about 37.8 million shares, according to Investing.com data. Investing With U.S. markets closed on Sunday, Apple heads into Monday’s reopen facing an early-year reset in big-tech positioning. A heavy macro calendar and a late-month earnings report leave little time for the stock to drift. Raymond James resumed coverage of Apple with a “Market Perform” rating — a Wall Street term that signals the shares are expected to track the broader
4 January 2026
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ACM Research stock jumps nearly 14% to start 2026 as chip rally returns — what to watch next

ACM Research stock jumps nearly 14% to start 2026 as chip rally returns — what to watch next

NEW YORK, January 4, 2026, 07:13 ET — Market closed ACM Research Inc (ACMR.O) shares last closed up about 14% at $44.88 on Friday, after trading between $40.26 and $44.99 on volume of roughly 1.66 million shares. The move came as chip stocks led Wall Street’s first session of 2026 higher, with the Philadelphia Semiconductor Index up 4%, Reuters reported. “Investors might be a little bit more conscious about some of the valuations” in AI-linked stocks, Joe Mazzola, head of trading & derivatives strategist at Charles Schwab, told Reuters. Reuters For ACM, the swing puts fresh attention on a near-term
4 January 2026
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Bitmine Immersion (BMNR) stock jumps as Tom Lee pushes 50-billion authorized-share vote

Bitmine Immersion (BMNR) stock jumps as Tom Lee pushes 50-billion authorized-share vote

NEW YORK, January 4, 2026, 05:06 ET — Market closed Bitmine Immersion Technologies shares jumped 14.88% on Friday to close at $31.19, after swinging between $27.46 and $31.26 on volume of about 57.8 million shares. StockAnalysis The move followed company communications urging shareholders to vote “YES” on a charter amendment to raise the number of authorized shares — the maximum the company can legally issue — from 500 million to 50 billion. A filing showed the voting deadline is Jan. 14, ahead of an annual meeting slated for Jan. 15. Securities and Exchange Commission The timing matters because the authorization
4 January 2026
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US strike on Venezuela: 3 ways Nvidia and other AI stocks could react when markets reopen

US strike on Venezuela: 3 ways Nvidia and other AI stocks could react when markets reopen

NEW YORK, January 3, 2026, 17:26 ET U.S. strikes in Venezuela and the capture of President Nicolas Maduro are setting up a fresh test for U.S. artificial intelligence stocks, a high-beta corner of the market that tends to swing with oil prices and interest-rate expectations.  Reuters The AI trade — companies tied to artificial intelligence, software and chips used to train and run advanced models — has been a key driver of U.S. index moves into the start of 2026. On Friday, Joe Mazzola, head of trading and derivatives strategist at Charles Schwab, said investors were paying closer attention to
3 January 2026
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Applied Digital stock jumps nearly 15% as AI risk appetite returns; APLD earnings loom

Applied Digital stock jumps nearly 15% as AI risk appetite returns; APLD earnings loom

NEW YORK, January 3, 2026, 15:41 ET — Market closed Shares of Applied Digital Corporation (APLD) jumped 14.6% on Friday to close at $28.11. The rally tracked a broader rebound in risk appetite on Wall Street, where chipmakers led gains and the Philadelphia Semiconductor Index rose 4% on the first trading day of 2026. Reuters The move puts extra weight on Applied Digital’s next quarterly update, with the company scheduled to host its fiscal second-quarter earnings call on Jan. 7 at 5 p.m. ET. Applied Digital Corporation Last week, the Dallas-based company said it would spin out — separate into
3 January 2026
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MongoDB stock drops nearly 5% to start 2026 as software sector lags; $400 level in focus

MongoDB stock drops nearly 5% to start 2026 as software sector lags; $400 level in focus

NEW YORK, Jan 3, 2026, 15:32 ET — Market closed MongoDB shares closed down 4.8% on Friday, sliding with high-growth software stocks in the first regular U.S. session of 2026. The database company ended at $399.65. The pullback left the stock just under the $400 mark after it traded as low as $392.86 and as high as $432.70 in the session. Why it matters now: investors started the year rotating into value shares as U.S. Treasury yields — government bond rates — moved higher. That shift often pressures richly valued software names because higher rates can compress valuations. The iShares
3 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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