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Technology Trends News 15 January 2026 - 7 February 2026

Alphabet stock (GOOGL) slides as Google’s AI capex bill grows — what Wall Street watches next

Alphabet stock (GOOGL) slides as Google’s AI capex bill grows — what Wall Street watches next

Alphabet shares fell 2.4% Thursday, closing at $324.95 after the company announced 2026 capital spending of up to $185 billion, nearly double its 2025 budget. The stock earlier dropped as much as 8%. Alphabet reported Q4 revenue of $113.8 billion and net income of $34.5 billion. Investors are watching for Amazon’s earnings after the bell.
5 February 2026
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Intuit stock drops 11% after-hours as AI disruption fears spread — what investors watch next

Intuit stock drops 11% after-hours as AI disruption fears spread — what investors watch next

Intuit shares plunged 10.9% to $434.09 in after-hours trading Tuesday, after falling 11% during the session. The S&P 500 software and services index dropped 3.8%, with Salesforce, Datadog, Adobe, Synopsys, and Atlassian also down sharply. The Nasdaq Composite lost 1.4%. Analysts cited aggressive repricing of software stocks as AI offerings from Anthropic raised concerns over future growth and competition.
4 February 2026
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China Resources Microelectronics (688396) stock slides as filing flags 2026 price rises, SiC push

China Resources Microelectronics (688396) stock slides as filing flags 2026 price rises, SiC push

China Resources Microelectronics’ Class A shares fell 3.6% to 61.50 yuan in Shanghai by 0953 GMT+8, underperforming the SSE Composite Index, which slipped 0.7%. Rival chipmakers Montage Technology and GigaDevice Semiconductor gained 2% and 7%. Investors await the company’s April 25 earnings report for evidence that recent price hikes and product upgrades are improving margins.
2 February 2026
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Liberty Energy stock price jumps nearly 20% after Q4 results and data-center power push

Liberty Energy stock price jumps nearly 20% after Q4 results and data-center power push

Liberty Energy shares surged nearly 20% Thursday after the company reported fourth-quarter revenue of $1.0 billion and net income of $14 million, beating analyst expectations. Liberty raised its quarterly dividend by 13% to 9 cents a share and announced plans to deploy 3 GW of power projects by 2029. The company’s results contrasted with sector peers, who saw smaller gains.
29 January 2026
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Lam Research stock slips after upbeat forecast; LRCX traders weigh the next leg of chip-tool demand

Lam Research stock slips after upbeat forecast; LRCX traders weigh the next leg of chip-tool demand

Lam Research shares fell about 0.9% Thursday, reversing gains after the company forecast March-quarter revenue of $5.7 billion and adjusted earnings of $1.35 per share, both above estimates. December-quarter revenue reached $5.34 billion. China accounted for 35% of sales last quarter. Investors remain focused on AI-driven memory demand and tool orders.
29 January 2026
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Suzhou Maxwell stock price: 300751.SZ in focus after a 20% limit-up on China’s “space photovoltaics” trade

Suzhou Maxwell stock price: 300751.SZ in focus after a 20% limit-up on China’s “space photovoltaics” trade

Suzhou Maxwell Technologies surged 20% to 324.36 yuan Friday, hitting the daily limit on Shenzhen’s ChiNext board amid renewed interest in “space photovoltaics” after Elon Musk’s Davos remarks. Turnover reached 26.02 billion yuan. A shareholder selling window opens Jan. 29, with plans to offload up to 1.94% of shares. Traders are watching Monday’s open for further moves.
26 January 2026
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RELX share price slides near 52-week low as buyback update and LexisNexis AI push meet trade jitters

RELX share price slides near 52-week low as buyback update and LexisNexis AI push meet trade jitters

RELX shares fell 1.4% to 2,967 pence by 0915 GMT Wednesday, nearing a 52-week low amid renewed U.S.-Europe trade tensions and higher UK inflation. The company disclosed a buyback of 314,016 shares Tuesday, now holding over 8.1 million in treasury. LexisNexis expanded its Protégé AI tool, while investors await RELX’s full-year results on Feb. 12.
21 January 2026
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Davos economist warns even a ‘good’ AI bubble can bite in 2026

Davos economist warns even a ‘good’ AI bubble can bite in 2026

Barclays economist Christian Keller warned at Davos that the AI-driven market surge may be a “good bubble,” but rising debt for data centers increases risks if it bursts. He said tariff-driven price hikes could hit U.S. core goods in 2026 as inventories fall. KPMG’s Diane Swonk also cautioned that heavy reliance on AI investments could leave the economy exposed to market corrections.
19 January 2026
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Woolworths share price ends higher — what to watch next for ASX: WOW after Olive AI and methane-cut beef push

Woolworths share price ends higher — what to watch next for ASX: WOW after Olive AI and methane-cut beef push

Woolworths shares closed up 0.5% at A$30.35 in Sydney, trading between A$30.09 and A$30.41. The company announced a methane-reduction trial in its beef supply chain and plans to upgrade its Olive digital assistant. Investors await Australia’s inflation data on Jan. 28 and the RBA’s rate decision on Feb. 3. Woolworths’ half-year results are due Feb. 25.
16 January 2026
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Amazon stock rises after AWS launches Europe-only “sovereign cloud” as AI buildout stays in focus

Amazon stock rises after AWS launches Europe-only “sovereign cloud” as AI buildout stays in focus

Amazon shares rose 0.7% in after-hours trading after AWS launched a Europe-only “sovereign cloud” and Rio Tinto agreed to supply copper for Amazon’s AI data centers. The cloud service will operate under strict EU rules with no outside control. Amazon also challenged Saks Global’s bankruptcy plan in court and plans to appeal a reduced €752.4 million Italian antitrust fine.
15 January 2026
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Stock Market Today

Intel stock jumps on China server CPU delays as traders map the week ahead

Intel stock jumps on China server CPU delays as traders map the week ahead

7 February 2026
New York, February 7, 2026, 06:38 (EST) — Market closed. Intel (INTC.O) shares ended Friday up 4.87% at $50.59, setting up a weekend pause after a rough stretch for parts of the AI trade. The stock was last up 0.1% in after-hours trading. (StockAnalysis) The immediate question is whether the AI buildout is now tightening the whole server stack, not just the headline chips. When basic parts get scarce, projects slip and buyers pay up, even if demand is roaring. That matters for Intel because data-center CPUs still pay a lot of the bills, and customers do not like to
IRS tax refund delays? Watchdog flags staffing crunch as 2026 filing season ramps up

IRS tax refund delays? Watchdog flags staffing crunch as 2026 filing season ramps up

7 February 2026
IRS staffing has dropped to 2021 levels as the 2026 tax filing season begins, according to a Treasury watchdog. The agency faces a backlog of about 2 million returns, 129% above pre-pandemic levels. Most e-filers using direct deposit still get refunds within 21 days, but paper filings and amended returns could see delays. The IRS lowered its call-answer target to 70% for this season.
Plug Power stock jumps 12% after vote setback, with Feb 17 share decision in focus

Plug Power stock jumps 12% after vote setback, with Feb 17 share decision in focus

7 February 2026
Plug Power shares rose 11.6% Friday to $2.08 after a sharp drop the previous day, as attention shifted to a Feb. 17 shareholder vote on expanding authorized shares. The company failed to secure enough votes earlier this week and is urging overseas holders to participate. CEO Andy Marsh cited difficulties for European investors in casting ballots. A reverse stock split remains possible if the proposal fails.
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