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Technology Stocks News 5 January 2026 - 6 January 2026

Roku stock jumps on fresh Wall Street upgrade — what investors watch next

Roku stock jumps on fresh Wall Street upgrade — what investors watch next

New York, Jan 6, 2026, 07:26 EST — Premarket Roku Inc (ROKU.O) shares slipped 0.2% to $114.50 in premarket trading by 6:00 a.m. EST on Tuesday, after finishing Monday up about 5.5% at $114.68. Public The bullish calls land as investors look for signs that TV ad budgets are flowing more steadily into streaming and helping Roku widen margins in 2026. Roku’s platform business — which includes advertising sales and a cut of subscription fees — is its main revenue engine, alongside sales of streaming players and Roku-branded TVs. Reuters Arete analyst David Mak upgraded Roku to “buy” from “neutral”
6 January 2026
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Lumentum (LITE) stock drops 7.5% as CAO succession disclosed and Feb. 3 earnings date set

Lumentum (LITE) stock drops 7.5% as CAO succession disclosed and Feb. 3 earnings date set

New York, January 5, 2026, 19:03 EST — After-hours Shares of Lumentum Holdings Inc. slid 7.5% to $357.05 on Monday. The stock ranged from $345 to $394.48 and last traded near $357 in after-hours trading, the period after the 4 p.m. close. The sharp move puts fresh focus on what the optical-components maker says next, with its quarterly update now weeks away. Traders have been leaning heavily on the data-center buildout narrative, and the bar rises quickly when a stock posts outsized swings. After the bell, Lumentum disclosed in an SEC filing that Chief Accounting Officer Matthew Sepe told the
6 January 2026
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Lumentum stock slides 8% as optics peers stumble; investors eye February earnings update

Lumentum stock slides 8% as optics peers stumble; investors eye February earnings update

New York, January 5, 2026, 15:24 EST — Regular session Shares of Lumentum Holdings Inc fell about 7.6% on Monday, extending a selloff across parts of the optical networking space even as the broader U.S. equity market held higher. The slide matters because Lumentum has been one of the standout winners tied to the buildout of AI data centers, leaving little room for disappointment as investors refocus on valuation and the next set of results. Lumentum closed at $386.11 on Friday, close to the 52-week high of $401.60 it hit on Dec. 24, and the stock is up about 326.9%
5 January 2026
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Workday stock jumps after RBC keeps bullish call despite target cut; what investors watch next

Workday stock jumps after RBC keeps bullish call despite target cut; what investors watch next

New York, January 5, 2026, 15:08 EST — Regular session Workday Inc shares climbed about 2% on Monday, extending a rebound from early-session lows as a bullish analyst call helped steady sentiment around the cloud software maker. The stock was up $4.13 at $209.92 in afternoon trade. The move matters because Workday has been a pressure point in application software, where investors are debating how quickly corporate customers will turn new generative AI — software that produces content such as text and code — into measurable savings and spending plans. It also lands at the start of a new calendar
5 January 2026
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AAOI stock slides nearly 11% after $41 pop; what Applied Optoelectronics investors watch next

AAOI stock slides nearly 11% after $41 pop; what Applied Optoelectronics investors watch next

New York, Jan 5, 2026, 13:30 EST — Regular session Applied Optoelectronics, Inc. (AAOI) shares fell nearly 11% on Monday, erasing an early jump that briefly lifted the stock above $41. The retreat came even as broader U.S. equities and chip-related names traded higher, underlining how quickly positioning can flip in the optical components maker. Applied Optoelectronics sells optical transceivers — plug-in hardware that converts electrical signals into light to move data through fiber. Why it matters now: the stock has become a high-beta proxy for capital spending on AI-linked data centers, where demand is shifting toward faster links. Investors
5 January 2026
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CoreWeave stock erases early pop after rare Davidson upgrade — what CRWV investors watch next

CoreWeave stock erases early pop after rare Davidson upgrade — what CRWV investors watch next

NEW YORK, Jan 5, 2026, 12:40 PM EST — Regular session CoreWeave shares pared an early jump and were down 0.1% at $79.21 in midday trading on Monday after D.A. Davidson upgraded the AI-focused cloud company. The call matters because CoreWeave has become a high-beta proxy for how long the AI buildout can stay on a debt-funded footing. Traders have been quick to fade rallies when bullish demand signals collide with questions about capital intensity, or how much cash a company must spend just to keep growing. CoreWeave touched $84.44 earlier in the session before sliding back below $80, underscoring
5 January 2026
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CoreWeave stock rises after long-time bear upgrades CRWV — but target still sits below market

CoreWeave stock rises after long-time bear upgrades CRWV — but target still sits below market

New York, January 5, 2026, 11:27 EST — Regular session CoreWeave shares rose on Monday after D.A. Davidson upgraded the AI cloud company. The stock was up 1.2% at $80.31, after rising as much as 6.5% earlier in the session. Schaeffers Investment Research The shift matters because the call came from a shop that has been notably skeptical on CoreWeave, which has become a closely watched test case for debt-funded AI infrastructure buildouts. A change in tone from a prominent bear can move positioning quickly, even when the upgrade is not outright bullish. Schaeffers Investment Research It also lands with
5 January 2026
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ACMR stock flirts with a fresh 52-week high as ACM Research nears Jan. 22 outlook update

ACMR stock flirts with a fresh 52-week high as ACM Research nears Jan. 22 outlook update

New York, Jan 5, 2026, 11:25 ET — Regular session Shares of ACM Research Inc rose 1.0% to $45.34 in late-morning trading after touching $46.02, putting the stock within sight of its highest level in a year. Over the past 52 weeks, ACMR has traded between $14.97 and $46.09. The Fremont, California-based chip-equipment maker said it will release a preliminary revenue range for fiscal 2025 and provide its initial 2026 revenue outlook before U.S. markets open on Thursday, Jan. 22. ACM also said it will participate virtually in the Needham Growth Conference and host one-on-one meetings on Jan. 15. Stock
5 January 2026
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Applied Digital (APLD) stock jumps 6% as earnings loom and ChronoScale deal stays in focus

Applied Digital (APLD) stock jumps 6% as earnings loom and ChronoScale deal stays in focus

New York, January 5, 2026, 10:57 ET — Regular session Applied Digital Corp shares were last up 6.3% at $29.88 on Monday, after touching a session high of $30.11. The Invesco QQQ Trust, which tracks the Nasdaq 100, rose about 1.0%. The move matters because Applied Digital is due to post fiscal second-quarter results on Wednesday and host a conference call at 5 p.m. ET. The quarter ended Nov. 30, 2025, and the update is the next checkpoint on whether the company’s AI-focused data center leasing can scale as planned. Applied Digital’s investor relations site lists its most recent press
5 January 2026
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Sandisk stock rises as AI memory shortage talk lifts SNDK; earnings date looms

Sandisk stock rises as AI memory shortage talk lifts SNDK; earnings date looms

New York, January 5, 2026, 10:51 (EST) — Regular session Sandisk Corp shares rose 1.4% to $279.00 in morning trading on Monday, as investors returned to memory and storage names tied to artificial intelligence data-center spending. The stock has traded between $266.73 and $288.95, with about 4.8 million shares changing hands. The move matters because memory chips sit at the heart of the AI buildout, and tight supply typically translates into higher contract prices and fatter margins for suppliers. Traders have been buying the group on the view that data-center demand is absorbing capacity faster than manufacturers can add it.
5 January 2026
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Intel stock lifts on Melius upgrade as traders brace for Intel’s CES Panther Lake reveal

Intel stock lifts on Melius upgrade as traders brace for Intel’s CES Panther Lake reveal

New York, Jan 5, 2026, 10:31 ET — Regular session Intel shares were up 0.7% at $39.67 in morning trade on Monday, after giving back earlier gains as the Nasdaq-listed chipmaker drew fresh attention ahead of its CES showcase. The stock is moving with two near-term triggers in play: an analyst upgrade before the bell and a company event later on Monday where Intel plans to outline its next laptop-chip push. Traders are watching for signs that Intel’s 2026 product cadence can translate into steadier demand and better profitability, not just headlines. CES has become a proving ground for “AI
5 January 2026
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Palantir stock rebounds, but fresh commentary warns PLTR’s valuation may bite harder

Palantir stock rebounds, but fresh commentary warns PLTR’s valuation may bite harder

New York, January 5, 2026, 09:45 EST Palantir Technologies shares were up about 3% in early New York trading on Monday, rebounding from last week’s slide as investors re-priced how much they are willing to pay for the software maker’s AI narrative. The timing matters because the first week of a new year often forces a reset in positioning, especially in high-multiple technology names. Palantir’s rise has made it one of the most closely watched bellwethers for whether enthusiasm around artificial intelligence can stay ahead of valuation gravity. The push and pull is now less about whether Palantir can sell
5 January 2026
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Stock Market Today

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

7 February 2026
Walmart shares rose 3.3% Friday to $131.18, up 10% since Jan. 30, as the Dow closed above 50,000 for the first time. The retailer’s market value crossed $1 trillion this week. Investors await January inflation data on Feb. 13 and Walmart’s quarterly results on Feb. 19 for signs of continued momentum.
Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

7 February 2026
Caterpillar shares surged 7.1% to $726.20 Friday, driving the Dow above 50,000 for the first time. The move erased recent losses and followed insider selling by Group President Bob De Lange earlier in the week. Deere and CNH Industrial also gained as investors rotated into industrial stocks. Markets await next week’s U.S. jobs and inflation data.
Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon stock slides as $200B AI spending plan meets cautious profit outlook

7 February 2026
Amazon shares fell 9% Friday after the company announced plans for $200 billion in 2026 capital spending, mainly for AWS and AI, and issued a first-quarter profit outlook below estimates. The stock drop could erase $200 billion in market value. Fourth-quarter net sales rose 14% to $213.4 billion, while free cash flow declined due to higher spending on AI infrastructure.
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