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Technology Trends 29 December 2025 - 10 January 2026

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

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
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 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 — 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, the report said.
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 Group Inc shares were down about 0.2% at $15.96 in premarket trade on Thursday after the carrier said it would roll out free, high-speed, satellite-based Wi‑Fi for members of its AAdvantage loyalty program, sponsored by AT&T. “Free high-speed Wi‑Fi isn’t just a perk — it’s essential for today’s travelers,” chief customer officer Heather Garboden said in a statement. The stock has traded between $8.50 and $19.10 over the past 52 weeks. Google+1
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 fell 3.5% to $74.15 in midday trading on Tuesday after Truist Securities initiated coverage of the AI cloud infrastructure provider at “Hold” with an $84 price target, citing the company’s leverage and heavy capital spending needs. The company counts OpenAI, Microsoft, Meta and Google among customers, according to Truist.
6 January 2026
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Why Intel stock is moving today: CES Panther Lake launch puts 18A chips in focus

Why Intel stock is moving today: CES Panther Lake launch puts 18A chips in focus

Intel shares rose about 1% to $39.77 on Tuesday after the chipmaker launched its Panther Lake laptop chip built on 18A, its next-generation chipmaking process. Panther Lake targets “AI PCs” — laptops designed to run some AI features on the device — and kept the stock just below the $40 mark. Shares traded between $38.99 and $39.93 and ended Monday at $39.37.
6 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

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
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

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 sources said. Reuters
1 January 2026
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