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Technology News 5 January 2026 - 6 January 2026

Applied Materials stock jumps about 6% as CES buzz lifts chip-equipment names

Applied Materials stock jumps about 6% as CES buzz lifts chip-equipment names

New York, January 5, 2026, 18:38 EST — After-hours Applied Materials, Inc. (AMAT.O) shares were last up 5.7% at $284.32 in late trading on Monday, after the chip-equipment maker rallied with the broader semiconductor complex. The stock hit an intraday high of $287.68 after opening at $276.12. The move matters because Applied sells the tools chipmakers use to build semiconductors on silicon wafers, and those orders tend to rise when customers boost capital spending. Traders have been looking to CES for fresh signals on AI-driven demand and the next leg of data-center investment. The Philadelphia Semiconductor Index was up about
6 January 2026
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Nvidia says Rubin chips are in full production at CES 2026 as Mercedes adopts DRIVE AV

Nvidia says Rubin chips are in full production at CES 2026 as Mercedes adopts DRIVE AV

Las Vegas, Jan 5, 2026, 15:39 (PST) Nvidia CEO Jensen Huang said at CES in Las Vegas on Monday that the company’s next-generation Vera Rubin AI platform is in full production and can deliver five times the artificial-intelligence computing of its previous chips when running chatbots and other applications. He said Rubin uses a proprietary kind of data to reach that gain, adding: “This is how we were able to deliver such a gigantic step up in performance.” The push comes as rivals such as Advanced Micro Devices and in-house chips from customers like Alphabet’s Google compete more aggressively for
6 January 2026
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AppLovin (APP) stock rebounds after-hours as Zacks flags higher earnings estimates

AppLovin (APP) stock rebounds after-hours as Zacks flags higher earnings estimates

New York, January 5, 2026, 18:31 EST — After-hours AppLovin shares rose 2.4% to $632.91 in extended trading on Monday, after swinging between $604.26 and $641.92 during the day. The bounce follows a rough start to 2026 for the high-beta stock. On Friday, the shares fell about 8% and slipped below the 50-day moving average — a widely watched technical trend line — leaving them down more than 15% from their December high, Barchart.com said. FinancialContent Why it matters now: after a 2025 surge, investors are recalibrating how much growth is already priced in and how long AppLovin can keep
6 January 2026
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Intel stock whipsaws ahead of CES Panther Lake debut as 18A chipmaking bet comes due

Intel stock whipsaws ahead of CES Panther Lake debut as 18A chipmaking bet comes due

New York, January 5, 2026, 17:49 ET — After-hours Intel shares finished nearly flat on Monday and were little changed after the bell, as traders positioned ahead of the company’s CES presentation later in the evening. The stock closed down 0.03% at $39.37. MarketScreener The stakes are tied to Panther Lake, Intel’s next-generation laptop processor aimed at artificial intelligence workloads, which the company is set to detail at CES in Las Vegas. Panther Lake is the first high-volume product built on Intel’s “18A” process — its next chipmaking technology — after the prior Lunar Lake generation relied heavily on Taiwan
6 January 2026
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Microsoft stock: MSFT steadies after Osmos deal to boost Fabric’s agentic AI data tools

Microsoft stock: MSFT steadies after Osmos deal to boost Fabric’s agentic AI data tools

New York, January 5, 2026, 16:46 EST — After-hours Microsoft said on Monday it will acquire Osmos, an “agentic AI” data engineering platform, adding automation features to its Microsoft Fabric analytics product. Microsoft shares ended down 0.02% at $472.85 and were little changed in after-hours trading. The Official Microsoft Blog The move matters now because enterprises are trying to turn large pools of data into something usable for analytics and artificial intelligence, and data preparation is often the slowest step. Microsoft is betting that more automation inside Fabric can help keep customers on its stack as they build AI workloads.
5 January 2026
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AMD stock slips after the bell ahead of Lisa Su’s CES keynote — what investors are watching

AMD stock slips after the bell ahead of Lisa Su’s CES keynote — what investors are watching

New York, Jan 5, 2026, 16:27 ET — After-hours Advanced Micro Devices (AMD.O) fell 1.1% to $221.08 in after-hours trading on Monday, the period after the U.S. market closes. Nvidia slipped 0.4% and Intel was little changed. The move comes hours before CEO Lisa Su takes the stage for AMD’s CES opening keynote, scheduled for 9:30 p.m. ET, the company said. For AMD, it is one of the first high-visibility catalysts of the new year. AMD Why it matters now: traders want fresh signals on whether demand for AI-focused chips is broadening beyond data centers and into consumer devices. AI-linked
5 January 2026
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Apple stock slips after Foxconn iPhone read-through; AAPL focus turns to earnings

Apple stock slips after Foxconn iPhone read-through; AAPL focus turns to earnings

New York, January 5, 2026, 16:10 EST — After-hours Apple stock fell about 1.5% on Monday, last trading around $267, as investors parsed a mixed update from top iPhone assembler Foxconn and a fresh volley in the smartphone AI race. Reuters+1 The move matters ahead of Apple’s results for the holiday quarter, when iPhone volumes, pricing and services growth tend to set the tone for the year. With Apple valued at roughly $3 trillion, even small shifts in demand signals can sway the stock. Pressure is also rising around on-device AI features — tools that run on the phone rather
5 January 2026
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Broadcom stock drops as chip ETFs rise; traders parse CES AI cues and Friday jobs report

Broadcom stock drops as chip ETFs rise; traders parse CES AI cues and Friday jobs report

New York, January 5, 2026, 16:09 ET — After-hours Broadcom Inc (AVGO) shares fell about 2% on Monday to close at $340.71 after a volatile session that took the stock from an early high near $355 to an intraday low around $336, according to Yahoo Finance data. Chip ETFs — exchange-traded funds that track baskets of semiconductor stocks — finished higher, leaving Broadcom behind the group. Yahoo Finance That underperformance matters at the start of 2026 because investors are still trying to price the durability of the data-center buildout for artificial intelligence, a spending cycle that has pulled chip valuations
5 January 2026
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KLA Corporation stock jumps 6% as chip-equipment rally builds ahead of Nvidia CES keynote

KLA Corporation stock jumps 6% as chip-equipment rally builds ahead of Nvidia CES keynote

New York, Jan 5, 2026, 15:44 EST — Regular session KLA Corp (KLAC.O) shares rose about 6.4% to $1,356 in afternoon trading on Monday, after touching an intraday high of $1,371.82 and setting up for a record closing high. Morningstar The move matters because chip-equipment stocks often act as a real-time gauge of expectations for semiconductor factory spending, which can swing quickly with demand signals. The Philadelphia Semiconductor Index was up about 1% on the day, pointing to a broader bid for the sector rather than a single-stock story. Investors were also positioning ahead of the Consumer Electronics Show (CES),
5 January 2026
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Uber stock slips on Melius “Sell” call as robotaxi competition looms in 2026

Uber stock slips on Melius “Sell” call as robotaxi competition looms in 2026

New York, January 5, 2026, 15:27 ET — Regular session Uber Technologies, Inc. shares were down 1.9% at $81.30 in afternoon trading on Monday, after Melius Research downgraded the ride-hailing company to “sell” with a $73 price target. “Even with Uber’s position, AV competition is set to rise in 2026 and beyond,” Melius analyst Conor Cunningham wrote, referring to autonomous vehicles, or self-driving cars. Streetinsider The call is landing at the start of a year when investors are trying to gauge how quickly robotaxis move from pilots into broader commercial service. That matters for Uber because self-driving fleets could change
5 January 2026
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Qualcomm stock rises on Google auto AI tie-up, Snapdragon X2 laptop push at CES 2026

Qualcomm stock rises on Google auto AI tie-up, Snapdragon X2 laptop push at CES 2026

New York, January 5, 2026, 15:02 EST — Regular session Qualcomm Incorporated shares rose on Monday after the chip designer and Alphabet’s Google broadened their automotive partnership at CES in Las Vegas. The stock was up about 1.7% at $175.96 in afternoon trade, after rising as much as 3.4% earlier. The announcements matter because Qualcomm is trying to deepen its foothold outside handsets, where demand can swing sharply with upgrade cycles. Automakers and Windows PCs are longer-cycle markets, and investors tend to reward visibility when it comes with big-platform partners and repeatable software revenue. CES is also an early-year litmus
5 January 2026
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Jabil stock slides on Hanley Energy buy: what the $725 million AI data center deal means for JBL

Jabil stock slides on Hanley Energy buy: what the $725 million AI data center deal means for JBL

New York, January 5, 2026, 14:54 EST — Regular session Shares of Jabil Inc fell about 7% on Monday after the electronics manufacturing services provider said it had completed its purchase of data center power specialist Hanley Energy Group. The stock was down 7.3% at $222.90, after swinging between $248.88 and $222.86. Business Wire The move matters because investors have treated the “AI trade” as a cash-flow story as much as a growth story: companies that can convert data-center demand into durable margins and cash generation have been rewarded. Big, cash-funded deals can change that math fast. For Jabil, the
5 January 2026
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:46 AM EST Sensex and Nifty Bounce Back Amid IT Sector Weakness, Eyes on US-India Trade Deal February 7, 2026, 12:46 AM EST. India's Sensex rose 0.3% to 83,580.40 and Nifty gained 0.2% to 25,693.7 on Friday, recovering from early losses. The Nifty IT index dropped 1.5%, extending a weekly fall of 5%, pressured by a global tech sell-off linked to rising AI spending and competition. Foreign investors bought equities worth ₹1,951 crore, while domestic institutions sold ₹1,265 crore. The market is cautiously awaiting details of the US-India
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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