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Technology Trends News 24 December 2025 - 1 January 2026

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
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
Reddit stock pops nearly 4% as Needham spotlights AI-search citations

Reddit stock pops nearly 4% as Needham spotlights AI-search citations

NEW YORK, December 30, 2025, 01:35 ET — Market closed Reddit, Inc. shares closed up 3.9% on Monday, outpacing a softer U.S. market as traders leaned into fresh analyst commentary linking the company to the rise of AI-powered search. The stock ended at $234.65 after trading between $223.91 and $236.00. Investing.com The move followed a Needham note arguing that as users shift from clicking links to reading AI-generated answers, the winners will be the sources those answers cite. “As overall referral traffic shrinks, the platforms that AI-Answers cite (like Reddit) become increasingly valuable,” Needham analyst Laura Martin said, according to
Nio’s new ES8 hits 40,000 deliveries in 100 days — and the ramp is speeding up

Nio’s new ES8 hits 40,000 deliveries in 100 days — and the ramp is speeding up

NEW YORK, December 29, 2025, 10:42 ET Nio Inc said on Monday it had delivered the 40,000th unit of its third-generation ES8, a flagship three-row electric SUV, roughly 100 days after the model launched. CnEVPost+1 The milestone lands as the Chinese EV maker heads into year-end with investors watching whether higher-priced models can keep momentum in a fiercely competitive home market dominated by heavy discounting and fast product launches. Nio guided in November for fourth-quarter deliveries of 120,000 to 125,000 vehicles, below an earlier goal of 150,000, and said it aimed for its first non-GAAP quarterly profit — a measure
TCS presses reset on AI strategy as it shifts from pilots to payback

TCS presses reset on AI strategy as it shifts from pilots to payback

NEW YORK, December 29, 2025, 08:29 ET Tata Consultancy Services is launching a sweeping internal overhaul and a fresh push to customers as it positions itself for an artificial intelligence (AI)-driven future, The Economic Times reported on Monday. The Economic Times The company is shifting from small AI pilots and proof-of-concept projects — limited trials — to scaled deployments tied to return on investment, or whether spending pays off. The Economic Times The move highlights how AI is forcing outsourcing firms to rethink a labor-heavy model as customers demand measurable productivity gains and faster delivery. “Every conversation today is an
Tesla stock slips into year-end week as robotaxi scrutiny builds

Tesla stock slips into year-end week as robotaxi scrutiny builds

NEW YORK, December 29, 2025, 00:16 ET — Market closed Tesla shares closed down 2.1% on Friday at $475.19, after touching a session low of $473.82, according to market data. Yahoo Finance The move matters because Tesla’s valuation increasingly hinges on its autonomy ambitions, and the regulatory bar for driverless operations is moving in real time. A tightening rulebook can slow deployments and raise compliance costs for companies selling the “self-driving” story. Reuters Over the weekend, a Reuters report on Alphabet’s (GOOGL.O) Waymo highlighted how a San Francisco power outage this month left robotaxis stalled at intersections when traffic lights
CoreWeave stock heads into year-end week after Friday drop as AI financing debate flares

CoreWeave stock heads into year-end week after Friday drop as AI financing debate flares

NEW YORK, December 28, 2025, 8:33 PM ET — Market closed CoreWeave shares closed down $2.47, or 3.1%, at $76.42 on Friday, their most recent close with U.S. markets shut for the weekend. The Nvidia-backed AI cloud firm heads into the final trading days of the year with scrutiny returning to how the AI boom is being financed, after weekend reporting highlighted “circular” arrangements linking chip suppliers, model builders and cloud capacity providers. The Guardian That debate matters for CoreWeave because the company’s business model depends on financing and filling large amounts of data-center capacity, leaving the stock sensitive to
Uber Stock (NYSE: UBER) Today: Price Near $81 as FTC Uber One Lawsuit and Robotaxi Expansion Shape the 2026 Outlook

Uber Stock (NYSE: UBER) Today: Price Near $81 as FTC Uber One Lawsuit and Robotaxi Expansion Shape the 2026 Outlook

NEW YORK — It is 3:28 p.m. ET on Friday, December 26, 2025 (New York time), and U.S. stocks are trading in a light-volume, post‑Christmas session that has kept major indexes hovering near record territory. Reuters In that late‑afternoon backdrop, Uber Technologies, Inc. (NYSE: UBER) is little changed, trading around $81.37 (up about 0.27%) with the stock’s day range at roughly $80.70–$81.48. While today’s price action is calm, the news cycle around Uber is anything but. Investors are weighing two powerful—and opposing—narratives: Below is what’s driving Uber stock right now, what Wall Street is forecasting, and what investors may want
D-Wave Quantum (QBTS) Stock Slides in Post-Christmas Trading as Wall Street Holds Near Record Highs: CES 2026 Catalyst, Analyst Targets, and What Investors Should Watch Next

D-Wave Quantum (QBTS) Stock Slides in Post-Christmas Trading as Wall Street Holds Near Record Highs: CES 2026 Catalyst, Analyst Targets, and What Investors Should Watch Next

New York (Dec. 26, 2025) — As of 2:18 p.m. ET on Friday, December 26, 2025, U.S. markets are open and trading in a typically thin, post-Christmas session. Against that backdrop, D-Wave Quantum Inc. (NYSE: QBTS) is having an unusually volatile day even by quantum-computing standards. Shares were recently around $24.82, down about $2.70 (roughly 9.8%) from the prior close, after swinging between $27.79 and $24.78 intraday on heavy volume. The broader market tone remains constructive: Reuters reported the S&P 500 briefly hit an intraday record high before easing back in quiet holiday trade, with the “Santa Claus rally” window
AI Stocks Today (Dec. 26, 2025): Nvidia’s Groq Deal, China’s “Hard Tech” Push, and the Global Data-Center Arms Race

AI Stocks Today (Dec. 26, 2025): Nvidia’s Groq Deal, China’s “Hard Tech” Push, and the Global Data-Center Arms Race

AI stocks are heading into the final trading stretch of 2025 with a familiar vibe: enormous ambition, enormous spending, and increasingly strategic moves that blur the line between “partnership,” “acqui-hire,” and “not-quite acquisition.” On December 26, 2025, the AI-stock story isn’t just about one ticker popping on a headline. It’s about the whole ecosystem—chips, memory, power, regulation, and geopolitics—tightening into a single giant trade where one constraint (say, high-bandwidth memory or electricity) can ricochet through Nvidia, the cloud giants, and even consumer electronics. Below is a full roundup of the major AI-stock headlines shaping today’s narrative, plus the themes investors
Data Center Stocks in 2025: AI Capex Forecasts, Power Constraints, and the 2026 Outlook (Dec. 25, 2025)

Data Center Stocks in 2025: AI Capex Forecasts, Power Constraints, and the 2026 Outlook (Dec. 25, 2025)

U.S. markets are closed today for Christmas Day, after an early close on December 24—giving investors a moment to digest a surge of late-December headlines that are reshaping the “data center stocks” trade. New York Stock Exchange The story going into 2026 is no longer just “AI needs more servers.” It’s a tighter, more complex investment narrative: hyperscalers and AI platforms are projected to keep spending aggressively, but grid capacity, permitting, and financing structures are rapidly becoming the real swing factors for returns. Goldman Sachs Below is a news-and-forecast roundup as of 25 December 2025, with a practical map of
D-Wave Quantum (QBTS) Stock News Today: Why Shares Fell on Dec. 24, 2025, Analyst Forecasts, and What to Watch Next

D-Wave Quantum (QBTS) Stock News Today: Why Shares Fell on Dec. 24, 2025, Analyst Forecasts, and What to Watch Next

December 24, 2025 (U.S. markets — Christmas Eve early close) D-Wave Quantum Inc. stock (NYSE: QBTS) ended the Christmas Eve session sharply lower, underscoring just how fast sentiment can flip in 2025’s “quantum trade.” In a holiday-shortened market that closed at 1:00 p.m. ET, QBTS finished down 5.49% at $27.52, after swinging from an intraday high near $29.68 to a low around $26.94. StockAnalysis+1 The drop capped a volatile three-day run: QBTS surged 20.02% on Dec. 22, slid 9.54% on Dec. 23, then sank again on Dec. 24. StockAnalysis That kind of turbulence has become a defining feature of the
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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