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Technology Trends News 8 January 2026 - 12 January 2026

Tesla stock edges up after hours as robotaxi deadlines, CPI and earnings line up as next tests for TSLA

Tesla stock edges up after hours as robotaxi deadlines, CPI and earnings line up as next tests for TSLA

New York, January 12, 2026, 4:21 PM EST — After-hours Tesla shares climbed roughly 0.9% to $448.90 in late Monday trading, swinging between $438.01 and $454.21 earlier in the session. More than 61 million shares changed hands. The move unfolded as U.S. stocks inched up, pushing the S&P 500 and Dow to new record closes. Investors seemed to shrug off renewed doubts about Federal Reserve independence. (Reuters) Tuesday’s Consumer Price Index report for December 2025 drops at 8:30 a.m. Eastern, and it could shake up rate forecasts fast. This is critical for Tesla, as growth stocks often react sharply when
12 January 2026
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Apple Picks Google Gemini for Siri — and Alphabet Stock Flirts With $4 Trillion

Apple Picks Google Gemini for Siri — and Alphabet Stock Flirts With $4 Trillion

NEW YORK, January 12, 2026, 12:05 EST Alphabet shares edged higher Monday after the Google parent announced Apple will integrate its Gemini AI models into a revamped Siri under a multi-year agreement. In midday New York trading, Alphabet’s Class A shares climbed about 0.4% to $329.74. https://www.reuters.com/business/google-apple-enter-into-multi-year-ai-deal-gemini-models-2026-01-12/ The deal embeds Google’s AI more firmly into consumer gadgets just as investors demand evidence that hefty AI investments are driving real-world adoption, beyond flashy demos. It also expands Alphabet’s opportunity to market tools and cloud computing to developers leveraging those models. Apple’s installed base is the prize, and Google takes the spot
12 January 2026
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Eli Lilly stock edges up as $1 billion Nvidia AI lab plan hits JPM spotlight

Eli Lilly stock edges up as $1 billion Nvidia AI lab plan hits JPM spotlight

New York, Jan 12, 2026, 10:58 EST — Regular session Eli Lilly’s stock climbed in early trading Monday following the announcement that the drugmaker and Nvidia plan to invest roughly $1 billion over five years in a joint research lab focused on accelerating drug discovery. The news comes as executives and investors gather at the J.P. Morgan Healthcare Conference in San Francisco, where buzz around drug pipelines can quickly shift valuations in a sector still relying on a handful of blockbuster drugs. AI is increasingly woven into the narrative, particularly for firms eager to prove they can go beyond their
12 January 2026
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GOOG stock slips as Google’s Gemini adds “buy” checkout with Walmart — what to watch next

GOOG stock slips as Google’s Gemini adds “buy” checkout with Walmart — what to watch next

New York, Jan 12, 2026, 10:14 EST — Regular session Alphabet’s Class C shares (GOOG), which don’t have voting rights, dropped 0.5% to $327.60 in Monday’s morning session. This came after Google introduced new shopping and checkout features for its Gemini app in partnership with Walmart and other retailers. Alphabet faces a clear challenge: as shoppers turn to chatbots for purchase advice, Google wants to keep those queries—and the resulting sales—within its ecosystem. Investors are closely monitoring if generative AI can both safeguard Google’s core search business and unlock fresh revenue streams in commerce. Walmart and Google announced that users
12 January 2026
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Apple stock ticks higher after iPhone 17 helps Apple top 2025 shipments — what AAPL investors watch next

Apple stock ticks higher after iPhone 17 helps Apple top 2025 shipments — what AAPL investors watch next

New York, Jan 12, 2026, 09:37 (EST) — Regular session Apple (AAPL.O) shares rose 0.1% to $259.37 in early trade on Monday after Counterpoint Research data showed the iPhone maker led global smartphone shipments in 2025, even as U.S. stocks opened lower. Apple held a 20% share, ahead of Samsung’s 19% and Xiaomi’s 13%, with Counterpoint analyst Varun Mishra pointing to “solid demand in emerging and mid-sized markets” and strong iPhone 17 sales. Counterpoint research director Tarun Pathak said the smartphone market could soften in 2026 as chip shortages and higher component costs bite, with chipmakers prioritising AI data centres
12 January 2026
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Nvidia stock (NVDA) in focus: first CMO hire, CES self-driving deals and insider sale

Nvidia stock (NVDA) in focus: first CMO hire, CES self-driving deals and insider sale

NEW YORK, Jan 11, 2026, 09:44 EST — Market closed. Nvidia has brought on Alison Wagonfeld, a marketing veteran from Google, as its first chief marketing officer, according to the Wall Street Journal. She’s expected to join in February and will report directly to CEO Jensen Huang, the paper added. U.S. markets are shut on Sunday, yet the appointment lands amid a week when investors are re-evaluating the factors set to steer Nvidia’s next move. As a key player in the AI hardware surge, the chipmaker’s shares have reacted sharply to changes in demand and capital expenditure outlooks. Nvidia shares
11 January 2026
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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

New York, January 11, 2026, 06:25 EST — The market has closed. NuScale Power Corp shares climbed 4.4% on Friday to close at $20.51, following an upgrade to neutral from underperform by Bank of America. The stock fluctuated between $19.74 and $22.49, with roughly 51 million shares changing hands. BofA lowered its price target to $28 from $34, still about 37% above Friday’s closing price, citing “near-term cash cadence and equity overhang” as factors keeping the risk/reward balanced. (Investing.com) Investors jumped on nuclear-related stocks after a fresh surge in Big Tech’s appetite for power. Meta Platforms revealed on Friday that
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

New York, Jan 10, 2026, 06:16 ET — Market closed NuScale Power Corporation shares ended Friday up 4.3% at $20.51, with U.S. markets shut for the weekend and trading set to resume on Monday. The move mattered because the nuclear trade has snapped back on fresh demand signals from Big Tech, which is hunting stable power for data centers. Meta said it struck 20-year nuclear power agreements and would back development of small modular reactors, or SMRs — smaller reactor designs that aim to shift more construction into factories. Meta executive Joel Kaplan called the plans “one of the most
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

New York, January 9, 2026, 21:12 EST — Market closed. Shares of Rigetti Computing dropped 2.1% on Friday, closing at $24.72. The company announced a revised timeline for its 108-qubit quantum system, Cepheus-1-108Q, now targeting general availability by the end of Q1 2026. https://www.investing.com/equities/rigetti-computing-inc-historical-data https://www.globenewswire.com/news-release/2026/01/09/3216043/0/en/Rigetti-Computing-Provides-Update-on-108-Qubit-System.html Timing is crucial since quantum stocks often hinge on technical milestones and delivery timelines just as much as actual revenue. Even minor schedule tweaks can reshape how traders assess near-term commercialization prospects. One key metric investors focus on is two-qubit gate fidelity, which gauges how reliably a quantum device executes a fundamental operation. The spotlight
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

NEW YORK, Jan 9, 2026, 13:57 EST — Regular session Nvidia shares were up 0.1% at $185.31 in afternoon trading on Friday, after moving between $183.69 and $186.97. A Reuters report said the AI-chip maker is demanding full upfront payment from Chinese customers for its H200 graphics processing units (GPUs) — chips used to train and run AI models — and will not allow cancellations, refunds or configuration changes; Chief Executive Jensen Huang said demand in China was “quite high.” Chinese tech firms have placed orders for more than 2 million H200 chips, far above Nvidia’s inventory of about 700,000,
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

NEW YORK, January 9, 2026, 09:42 (EST) — Regular session Tesla shares rose about 1% on Friday morning, trading at $435.80 as investors weighed new self-driving partnerships unveiled at CES that could help rivals close the gap in advanced driver-assistance and robotaxis. The spotlight this week has been on Nvidia’s expanded push into automotive AI and a string of tie-ups aimed at cutting development costs and speeding deployment. Nvidia said its next-generation platform will be used by a robotaxi alliance involving Lucid, Nuro and Uber, while Mercedes-Benz said it plans to launch a new driver-assistance system in the United States
9 January 2026
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Micron stock slides as AI-chip rally cools, even after Piper Sandler’s fresh $400 target

Micron stock slides as AI-chip rally cools, even after Piper Sandler’s fresh $400 target

NEW YORK, Jan 8, 2026, 16:08 EST — After-hours Micron Technology (MU.O) shares ended Thursday down 3.8%, easing back after a strong early-year run that took the memory chipmaker to a record high earlier this week. The move matters now because Micron has turned into a handy proxy for what investors will pay for a memory upcycle linked to artificial-intelligence spending, where tighter supply can quickly flow through to higher contract prices. Wall Street has been buying into that story, rolling out fresh target hikes and talking up pricing power. Thursday’s drop was a reminder the trade can still take
8 January 2026
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Stock Market Today

AST SpaceMobile stock bounces late Friday as AT&T plays down Amazon Leo threat and a new 2x short ETF hits tape

AST SpaceMobile stock bounces late Friday as AT&T plays down Amazon Leo threat and a new 2x short ETF hits tape

7 February 2026
AST SpaceMobile shares jumped 9.1% to $101.79 Friday after a volatile week, with 15.9 million shares traded. AT&T said it will use Amazon Leo’s satellite network to reach business customers outside its terrestrial footprint but stated this will not affect its partnership with AST. A new 2x short ETF tied to ASTS, ticker ASTN, began trading on Cboe. AST’s next “BlueBird 7” satellite launch is set for late February on Blue Origin’s New Glenn.
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