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Technology Stocks News 30 January 2026 - 31 January 2026

SK hynix stock breaks 900,000 won — what traders watch next week after the sprint

SK hynix stock breaks 900,000 won — what traders watch next week after the sprint

SK hynix closed at 909,000 won, up 5.57%, its first finish above 900,000 won after hitting an intraday high of 931,000 won. Korea Ratings upgraded its unsecured bond rating to AA+ (stable). The company plans to cancel 15.3 million treasury shares on Feb. 9. DRAM and NAND prices surged, with some DDR5 modules up nearly 90% in January.
Applied Optoelectronics stock jumps 10% — insider sale filing keeps AAOI in play for next week

Applied Optoelectronics stock jumps 10% — insider sale filing keeps AAOI in play for next week

Applied Optoelectronics shares surged 10.2% to $43.61 Friday on volume of about 12 million. A Form 4 filing showed Chief Legal Officer David C. Kuo sold 12,000 shares on Jan. 28 under a pre-arranged plan. The company’s stock is up roughly 25% in January but still posts negative trailing earnings. Investors await the late-February earnings report for further signals.
BigBear.ai (BBAI) stock slides into next week as Feb. 18 dilution vote nears after AD Ports partnership

BigBear.ai (BBAI) stock slides into next week as Feb. 18 dilution vote nears after AD Ports partnership

BigBear.ai shares fell 8.8% to $5.04 at Friday’s close, with 86.3 million shares traded. Shareholders will vote Feb. 18 on a proposal to double authorized common stock to 1 billion shares. The drop follows news of a new customs and trade partnership with AD Ports Group in the Middle East.
Lam Research stock price slides 6% into the weekend — here’s what LRCX investors watch next

Lam Research stock price slides 6% into the weekend — here’s what LRCX investors watch next

Lam Research shares fell 5.9% to $233.46 Friday after the company forecast March-quarter revenue of about $5.70 billion, above Wall Street’s $5.34 billion estimate. The stock dropped as investors weighed U.S. export controls on China and uncertainty over sustained demand. KLA Corp shares plunged 15.2%. The Nasdaq closed down 0.94%.
Applied Materials stock (AMAT) drops nearly 6% — what to watch before Monday’s trade

Applied Materials stock (AMAT) drops nearly 6% — what to watch before Monday’s trade

Applied Materials fell $19.09, or 5.6%, to $322.32 Friday, hit by selling across chip-equipment and tech stocks. KLA Corp dropped 15.2% despite beating estimates, as Wall Street reacted to a surprise inflation report and Trump’s pick of Kevin Warsh for Fed chair. Traders are watching upcoming earnings and the Jan. 6 jobs report for signals on rates and sector demand.
Lumentum stock jumps, then cools after-hours as Wall Street eyes Feb. 3 earnings

Lumentum stock jumps, then cools after-hours as Wall Street eyes Feb. 3 earnings

Lumentum shares closed up 2.7% at $391.84 after hitting $448 intraday, and rose to $395.02 in after-hours trading. Morgan Stanley raised its price target to $350 and maintained an Equal Weight rating. The company reports fiscal Q2 results after the market closes on Feb. 3 and will hold an investor briefing at an industry conference on March 17.
Seagate stock price drops nearly 9% after-hours as STX cools off — what traders watch next

Seagate stock price drops nearly 9% after-hours as STX cools off — what traders watch next

Seagate shares dropped $38.87, or 8.7%, to $407.69 in after-hours trading Friday after the company filed its quarterly report with the SEC. The stock had ranged from $397.34 to $462.98 during the session. Seagate posted fiscal Q2 revenue of $2.83 billion and adjusted earnings of $3.11 per share earlier in the week. Sandisk surged 14.7% after forecasting higher profit and revenue and extending a supply deal with Kioxia.
Palantir stock price drops after hours as traders brace for Feb. 2 earnings and UK defence deal

Palantir stock price drops after hours as traders brace for Feb. 2 earnings and UK defence deal

Palantir shares fell 3.4% to $146.59 in after-hours trading Friday ahead of Q4 results due Monday. Options markets signal traders expect a move of at least 9% next week. The UK Ministry of Defence awarded Palantir a £240.6 million contract starting April 2026. Palantir also named Innodata as a partner for AI-powered rodeo video analysis.
Why Lumentum stock is whipping around today as Wall Street gears up for earnings

Why Lumentum stock is whipping around today as Wall Street gears up for earnings

Lumentum shares rose 2.5% to $390.96 Friday after volatile trading, outpacing Morgan Stanley’s new $350 price target. The firm kept an “equal weight” rating, citing strong demand but cautioning on margins and supply constraints. Investors await second-quarter earnings on Feb. 3 for updates on profitability and capacity.
ServiceNow (NOW) stock steadies after post-earnings jolt — buyback plan and 2026 outlook in focus

ServiceNow (NOW) stock steadies after post-earnings jolt — buyback plan and 2026 outlook in focus

ServiceNow shares rose 0.3% to $117.12 in late-morning trading Friday, recovering slightly after a 10% drop Thursday. The company reported fourth-quarter subscription revenue up 21% to $3.466 billion and projected 2026 subscription revenue above analyst estimates. The board approved an additional $5 billion for share buybacks. ServiceNow also expanded its partnership with Fiserv for financial-services operations.
Palantir stock falls today: UK defence deal, ICE scrutiny and the Feb. 2 earnings test

Palantir stock falls today: UK defence deal, ICE scrutiny and the Feb. 2 earnings test

Palantir shares fell 1.9% to $148.98 in early Friday trading, lagging the broader market ahead of its Feb. 2 earnings report. The UK Ministry of Defence awarded Palantir a £240.6 million contract for analytics support. Investors showed caution amid sector-wide jitters and renewed concerns over AI investment costs.
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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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