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Technology Stocks News 12 January 2026 - 13 January 2026

Rocket Lab stock hovers near highs after Baird lifts RKLB target to $100 — what’s next

Rocket Lab stock hovers near highs after Baird lifts RKLB target to $100 — what’s next

NEW YORK, January 13, 2026, 12:54 EST — Regular session Rocket Lab shares edged up 0.1% to $87.98 by midday Tuesday, following Baird analyst Peter Arment’s upgrade of the price target to $100. He advised clients to “stay long RKLB,” according to StreetInsider. The stock fluctuated between $85.66 and $89.65 on volume of roughly 12 million shares, as the Nasdaq Composite dipped 0.1%. This call is crucial as Rocket Lab aims to shed its image as merely a small-launch player with uneven revenue. Investors are now focused on whether its space-systems business can deliver consistent production and more reliable cash
13 January 2026
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nLIGHT stock jumps after early Q4 revenue tops guidance; Needham lifts target to $48

nLIGHT stock jumps after early Q4 revenue tops guidance; Needham lifts target to $48

New York, Jan 13, 2026, 13:16 (EST) — Regular session nLIGHT Inc shares jumped Tuesday following an upbeat preliminary Q4 revenue forecast that topped the company’s own projections, bringing forward a crucial data point for a stock often priced for defensive growth. The shares gained 4.9% to $43.61, after fluctuating between $40.95 and $46.59. The early update is significant, coming amid investor conferences and as markets seek clues on whether aerospace and defense demand will extend into 2026. For nLIGHT, it serves as a quick gauge of whether its directed-energy efforts are evolving into consistent revenue, beyond just one-off development
13 January 2026
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Applied Materials stock steadies near highs after Susquehanna upgrade, BofA lifts target again

Applied Materials stock steadies near highs after Susquehanna upgrade, BofA lifts target again

New York, Jan 13, 2026, 12:39 (EST) — Regular session underway Applied Materials shares edged up 0.2% to roughly $308 by midday Tuesday, staying close to the session peak of $310.6 amid a wave of new price-target upgrades. The iShares Semiconductor ETF climbed 1.5%, KLA added 1.7%, while Lam Research dropped 0.5%, and ASML remained mostly flat. The broker’s note carries weight since Applied Materials serves as a key indicator for capital spending on chipmaking equipment. Investors are eager to pinpoint the next phase of the spending cycle. With a strong rally projected through 2026, even minor shifts in this
13 January 2026
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TTM Technologies stock surges nearly 20% as TTMI draws fresh attention at Needham Growth Conference

TTM Technologies stock surges nearly 20% as TTMI draws fresh attention at Needham Growth Conference

New York, Jan 13, 2026, 11:23 EST — Regular session underway TTM Technologies shares surged roughly 19% Tuesday, hitting $92.84 late morning. The circuit-board manufacturer pushed higher on strong volume, continuing its recent rally. Investors zeroed in on TTM’s upcoming slot at the Needham Growth Conference in New York. CEO Edwin Roks and CFO Dan Boehle were set to speak early Tuesday. (TTM Technologies, Inc.) This year’s Needham event spans several days, combining virtual and in-person sessions and attracting hundreds of companies. This format tends to funnel quick capital into high-momentum stocks. (Needham & Company) TTM is often described as
13 January 2026
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SMCI stock slides after Goldman starts Super Micro at Sell and flags margin downside

SMCI stock slides after Goldman starts Super Micro at Sell and flags margin downside

New York, January 13, 2026, 11:07 EST Shares of Super Micro Computer (SMCI) fell on Tuesday after Goldman Sachs assumed coverage of the AI-server maker with a Sell rating, warning profit margins could weaken further even as demand for artificial intelligence (AI) hardware stays strong. The stock was down about 6.0% at $28.31 as of 10:51 a.m. EST. (Investing.com) The call lands at a touchy moment for Super Micro, which sits in the middle of the AI buildout but is being judged less on how fast it ships boxes and more on what it keeps after costs. For a stock
13 January 2026
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Palantir stock slips despite Citi upgrade as Feb. 2 earnings loom

Palantir stock slips despite Citi upgrade as Feb. 2 earnings loom

New York, January 13, 2026, 10:42 ET — Regular session Palantir Technologies Inc. shares dropped roughly 1.2% to $177.22 Tuesday morning, lagging a mild pullback in U.S. stocks. The software company is buoyed by an analyst upgrade, while investors keep a close watch on its upcoming earnings release. Citi analyst Tyler Radke raised Palantir to Buy from Neutral and boosted his price target to $235 from $210, citing a pickup in enterprise demand and the possibility of a government defense spending “supercycle.” Citi forecasts Palantir could see 70% to 80% revenue growth by 2026. “We are upgrading PLTR to Buy/High-Risk
13 January 2026
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Broadcom stock nudges higher after CPI as traders eye Fed and March earnings

Broadcom stock nudges higher after CPI as traders eye Fed and March earnings

New York, Jan 13, 2026, 10:33 EST — Regular session Broadcom (AVGO.O) shares edged up roughly 0.6% to $354.15 in early Tuesday trading, bouncing between $349.87 and $355.35. This shift unfolds as chip and software leaders behave like rate-sensitive stocks once more: even small bond yield changes can quickly ripple through the sector, particularly after U.S. indexes kicked off the year with gains. (Reuters) U.S. consumer prices climbed 0.3% in December, with core prices—excluding food and energy—up 0.2%, according to Labor Department data. (Bureau of Labor Statistics) Investors are eyeing the Federal Reserve’s policy meeting scheduled for Jan. 27-28—the first
13 January 2026
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BigBear.ai stock in focus before the open as Jan. 16 note redemption nears after CPI

BigBear.ai stock in focus before the open as Jan. 16 note redemption nears after CPI

New York, Jan 13, 2026, 08:54 EST — Premarket Shares of BigBear.ai Holdings edged slightly lower in premarket trading Tuesday, following a 1.77% gain to $6.31 in the previous session. (Investing.com) Attention turns to the coming days as the small-cap defense AI company faces a Jan. 16 redemption deadline on its 6.00% convertible senior secured notes due 2029 — bonds that can convert into shares. A regulatory filing detailed the terms, highlighting a boosted share conversion rate for notes converted in early January. (BigBear.ai Holdings, Inc.) Investors digested the December U.S. Consumer Price Index data, with prices climbing 0.3% month-over-month
13 January 2026
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KLA stock notches new 52-week high as chip-tool shares firm; Susquehanna lifts target

KLA stock notches new 52-week high as chip-tool shares firm; Susquehanna lifts target

New York, Jan 12, 2026, 21:02 ET — Market closed KLA Corp (KLAC.O) shares climbed 2.0% Monday, closing at $1,428.17—a fresh 52-week high that topped the previous peak of $1,406.97 from Jan. 6. Trading volume hit 854,084 shares, below the 50-day average, even as the S&P 500 and Dow finished slightly higher. Applied Materials (AMAT.O) jumped roughly 2.0%, while Lam Research (LRCX.O) added nearly 1.0%, boosting the iShares Semiconductor ETF (SOXX.O) by about 0.5%. (MarketWatch) The move is significant since KLA operates in process control—providing tools that inspect and measure wafers to detect defects and boost manufacturing yields. As chipmakers
13 January 2026
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AppLovin stock gains after the close as investors turn to Feb. 11 earnings test

AppLovin stock gains after the close as investors turn to Feb. 11 earnings test

New York, Jan 12, 2026, 17:46 ET — After-hours AppLovin Corp shares climbed 1.7% to $658.65 during Monday’s regular session, then held steady in after-hours trading. The stock traded between $625.47 and $663.86. The move is significant as the market continues to reward risk despite political headwinds. On Monday, the S&P 500 and Dow hit record highs, boosted by tech stocks that offset losses in financials after President Donald Trump proposed capping credit-card interest rates. (Reuters) AppLovin is gearing up for its next major catalyst, with trading likely to react. The company announced it will release its fourth-quarter and full-year
13 January 2026
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CoreWeave stock (CRWV) jumps after CEO swats away Nvidia “circular financing” talk

CoreWeave stock (CRWV) jumps after CEO swats away Nvidia “circular financing” talk

New York, Jan 12, 2026, 17:20 ET — After-hours Shares of CoreWeave surged Monday, holding near their highs after the bell. The jump followed comments from CEO Michael Intrator, who doubled down on the company’s business model, catching investors’ interest. The spark matters because the stock has become a proxy for a larger question: is renting out GPU capacity still profitable given the fast pace of hardware upgrades and the pressure from heavy debt loads? GPUs—the graphics chips—do most of the grunt work in AI model training and operation. CoreWeave has come under fire for “circular financing”—a setup where a
12 January 2026
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Palantir stock gets a Citi upgrade — and a Feb. 2 earnings date — why PLTR is moving now

Palantir stock gets a Citi upgrade — and a Feb. 2 earnings date — why PLTR is moving now

New York, Jan 12, 2026, 16:59 EST — After-hours Palantir Technologies (PLTR.O) shares climbed about 1.1% in after-hours trading Monday following a Citi upgrade to “buy.” The data-analytics firm’s price target was raised, with the bank citing stronger demand for AI tools. The stock settled at $179.41, swinging between $174.03 and $182.48 during the session. (Investors.com) The call carries weight as Palantir remains valued for rapid growth despite a strong rally last year, making it vulnerable to minor changes in forecasts. Citi’s Tyler Radke noted the company has “broken” conventional valuation metrics, even with shares trading at a forward price-to-earnings
12 January 2026
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Stock Market Today

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta stock faces an AI split: ad gains vs a $135 billion bill

7 February 2026
Meta shares dropped 1.3% to $661.46 on Friday after the company projected 2026 capital spending of up to $135 billion, raising investor concerns over cash flow. Meta reported Q4 revenue of $59.89 billion, up 24% year-over-year, with ad impressions rising 18%. Analysts remain divided on whether AI-driven ad gains can offset the steep spending ramp.
IAG share price jumps toward a 52-week peak — what to watch before London reopens

IAG share price jumps toward a 52-week peak — what to watch before London reopens

7 February 2026
IAG shares rose 4.33% to 438.50 pence Friday, near their 52-week high, ahead of full-year results due later this month. The company reported 162,073,135 treasury shares and total voting rights of 4,565,128,012. Brent crude fell 2.2% Thursday to $67.93 a barrel. South Europe Ground Services logged 712,340 operations in 2025 and seeks approval to operate in Portugal.
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