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Technology Trends News 30 December 2025 - 11 January 2026

NuScale Power stock pops on BofA upgrade as Meta’s nuclear push puts SMR names back in play

NuScale Power stock pops on BofA upgrade as Meta’s nuclear push puts SMR names back in play

NuScale Power shares rose 4.4% to $20.51 Friday after Bank of America upgraded the stock to neutral and cut its price target to $28. The move followed Meta’s announcement of major nuclear power contracts for its data centers, which lifted several nuclear-related stocks. About 51 million NuScale shares traded hands. U.S. markets reopen Monday.
11 January 2026
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NuScale Power stock pops on BofA upgrade as Meta’s nuclear push lifts the SMR trade

NuScale Power stock pops on BofA upgrade as Meta’s nuclear push lifts the SMR trade

NuScale Power shares closed up 4.3% at $20.51 Friday after Bank of America upgraded the stock. The move followed Meta’s announcement of 20-year nuclear power deals and plans to support small modular reactor development. NuScale remains below key moving averages and faces dilution risk from a $750 million at-the-market offering. Next earnings update is expected in early March.
10 January 2026
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Rigetti (RGTI) stock dips after 108‑qubit Cepheus reset; CEO cites “tunable coupler” complexity

Rigetti (RGTI) stock dips after 108‑qubit Cepheus reset; CEO cites “tunable coupler” complexity

Rigetti shares fell 2.1% to $24.72 Friday after the company delayed general availability of its 108-qubit Cepheus-1-108Q system to the end of Q1 2026. Vanguard disclosed a 10.89% stake in Rigetti in a recent regulatory filing. The 108-qubit system achieved a median two-qubit gate fidelity of 99%, according to the company.
10 January 2026
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Nvidia stock holds steady after China H200 pay-upfront report — what AI investors watch next

Nvidia stock holds steady after China H200 pay-upfront report — what AI investors watch next

Nvidia shares rose 0.1% to $185.31 Friday after Reuters reported the company now requires full upfront payment from Chinese buyers for H200 AI chips, with no cancellations or refunds allowed. Chinese tech firms have ordered over 2 million H200 chips, outstripping Nvidia’s inventory of about 700,000. Beijing has asked some firms to halt orders as it reviews conditions, even as U.S. export licenses are still pending.
9 January 2026
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Tesla stock rises as Nvidia CES robotaxi deals put autonomy race back in focus

Tesla stock rises as Nvidia CES robotaxi deals put autonomy race back in focus

Tesla shares rose about 1% to $435.80 Friday morning, outperforming the Nasdaq-tracking ETF after CES announcements highlighted new self-driving partnerships and Nvidia’s expanded automotive AI platform. Investors are focused on Tesla’s January 28 earnings for updates on autonomy progress and robotaxi timelines.
9 January 2026
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American Airlines stock (AAL) slips premarket as free Wi‑Fi plan lands and earnings near

American Airlines stock (AAL) slips premarket as free Wi‑Fi plan lands and earnings near

American Airlines shares slipped 0.2% to $15.96 premarket Thursday after announcing free, AT&T-sponsored in-flight Wi‑Fi for AAdvantage loyalty members. The move follows similar offerings from Delta and United. Investors await late-January earnings for signs on demand and costs. UBS raised its price target on the stock to $21.
8 January 2026
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CoreWeave stock falls as Truist starts CRWV at Hold; Nvidia Rubin plan sharpens focus on AI capex

CoreWeave stock falls as Truist starts CRWV at Hold; Nvidia Rubin plan sharpens focus on AI capex

CoreWeave shares dropped 3.5% to $74.15 midday Tuesday after Truist Securities began coverage with a Hold rating and $84 target, citing high leverage and capital spending. The company said it will add Nvidia’s Rubin platform in late 2026. D.A. Davidson upgraded the stock a day earlier but warned of risks tied to heavy outlays and uncertain returns.
6 January 2026
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D-Wave Quantum (QBTS) stock jumps 7.6%: CES 2026 spotlight and what to watch next

D-Wave Quantum (QBTS) stock jumps 7.6%: CES 2026 spotlight and what to watch next

D-Wave Quantum Inc. shares closed up 7.6% at $28.13 Friday after heavy trading, with nearly 48.2 million shares exchanged. The company plans to demo its technology at CES 2026 in Las Vegas next week and will hold its annual Qubits conference Jan. 27-28 in Florida. Peers IonQ, Rigetti, and Quantum Computing Inc. also rose. Markets reopen Monday with traders eyeing whether QBTS can hold its gains.
4 January 2026
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AI’s “Pick-and-Shovel” Boom: Power, Cooling and Networking Stocks Take the Spotlight in 2026

AI’s “Pick-and-Shovel” Boom: Power, Cooling and Networking Stocks Take the Spotlight in 2026

Vertiv and Arista Networks posted three-year revenue growth of 70.4% and 92.8%, outpacing Alphabet and Microsoft, according to The Motley Fool. Both suppliers now trade at higher earnings multiples—Vertiv at 41 times and Arista at 46—versus around 30 for the tech giants. Barron’s warned that power supply could become a bottleneck for AI expansion in 2026. Investors are shifting focus to data-center infrastructure.
2 January 2026
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TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

NEW YORK, January 1, 2026, 17:23 ET Taiwan Semiconductor Manufacturing Co said the U.S. Department of Commerce granted its Nanjing unit an annual export licence that allows U.S. export-controlled items to be supplied without the need for individual vendor licences. The approval replaces a waiver known as validated end-user status — which let designated plants receive some controlled items with fewer approvals — that expired on Dec. 31, and Samsung Electronics and SK Hynix have received similar licences. TSMC said the Nanjing fab makes 16-nanometre and other mature-node chips and generated about 2.4% of the company’s 2024 revenue. Reuters The
1 January 2026
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AI Stocks 2026 Forecast: Nvidia’s China Chip Rush Meets a Tougher Wall Street Test

AI Stocks 2026 Forecast: Nvidia’s China Chip Rush Meets a Tougher Wall Street Test

NEW YORK, January 1, 2026, 15:05 ET Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp up production of its H200 artificial intelligence chips after Chinese technology companies ordered more than 2 million units for 2026, sources told Reuters. The company holds about 700,000 units in inventory and expects TSMC to start work on expanded output in the second quarter of 2026, the sources said. The graphics processing units, or GPUs, are used to train and run AI models, but Beijing has yet to approve shipments even after Washington recently allowed H200 exports to China with a 25% fee, the
1 January 2026
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Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

NEW YORK, January 1, 2026, 13:24 ET — Market closed Data center stocks ended 2025 on a softer note, with U.S. markets closed on Thursday for the New Year’s Day holiday and investors heading into 2026 still fixated on who captures the next leg of AI infrastructure spending. Nasdaq The latest focus is on customer buildouts that can move the needle for suppliers of chips, servers and the power-and-cooling gear that keeps new facilities running. That matters as the market tries to separate durable demand from year-end positioning after an AI-driven run. Reuters Elon Musk said on Tuesday his AI
1 January 2026
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ASML stock today: China’s 50% domestic-equipment rule in focus ahead of Jan. 28 results

ASML stock today: China’s 50% domestic-equipment rule in focus ahead of Jan. 28 results

NEW YORK, January 1, 2026, 04:21 ET — Market closed • ASML’s U.S.-listed shares ended the last session of 2025 down 0.25% at $1,069.86.• A Reuters report on China’s push for more homegrown chip tools kept pressure on equipment names.• Investors are now looking to ASML’s late-January results for demand signals and 2026 guidance. ASML Holding N.V.’s U.S.-listed shares closed down 0.25% at $1,069.86 on Wednesday, capping the final trading day of 2025 on a soft note for chip-related stocks. The muted move comes as investors weigh fresh policy risk out of China against expectations that spending on advanced chips
1 January 2026
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D-Wave Quantum stock pops today as QBTS outperforms on year-end options buzz

D-Wave Quantum stock pops today as QBTS outperforms on year-end options buzz

NEW YORK, December 30, 2025, 1:03 PM ET — Regular session D-Wave Quantum Inc. shares climbed on Tuesday, extending a choppy year-end stretch for quantum-computing stocks as the group again outperformed a flat-to-weaker U.S. market. Reuters The move matters because quantum names have become a high-beta pocket of the tech market, with swings amplified by thin holiday liquidity and active retail trading. Investors.com said the group saw a late-December pop followed by profit-taking in the sessions that followed. Investors.com D-Wave has been one of the sector’s standout gainers in 2025, but the stock remains well off its highs, underscoring how
30 December 2025
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Stock Market Today

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

7 February 2026
The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
Oil stocks jump on Iran risk lift for crude — what to watch before Monday

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

7 February 2026
U.S. oil stocks surged Friday as crude prices rose on renewed Middle East tensions. Exxon Mobil gained 2.0%, ConocoPhillips 2.5%, and Occidental Petroleum 2.7%. Refiners rallied after a national union deal eased strike risk, though BP’s Whiting plant faces a local dispute. Brent settled at $68.05 a barrel, up 0.74%.
Silver price rebound masks fresh stress after CME lifts margins again

Silver price rebound masks fresh stress after CME lifts margins again

7 February 2026
Spot silver surged 8.6% to $77.33 an ounce Friday after dropping below $65, but still lost over 8.7% for the week. CME Group raised margin requirements for COMEX silver futures to 18% from 15%, effective after Feb. 6. China’s UBS SDIC Silver Futures Fund hit its 10% down limit for a fifth session. Traders await key U.S. jobs and inflation data next week.
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