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Technology News 5 January 2026

AAOI stock slides 8% as Applied Optoelectronics gives back Friday rally on AI optics trade

AAOI stock slides 8% as Applied Optoelectronics gives back Friday rally on AI optics trade

New York, Jan 5, 2026, 11:30 a.m. ET — Regular session Applied Optoelectronics, Inc shares fell about 8% to $36.43 in late morning trade on Monday, after earlier touching $41.28. The Nasdaq-listed stock opened at $41.05 before sliding to session lows. The pullback lands as investors reprice a fast-moving “AI optics” theme, where small shifts in risk appetite can whipsaw suppliers of high-speed links inside cloud data centers. In December, the company said it received its first volume order for 800G data-center transceivers — optical modules that move data at 800 gigabits per second — from a major “hyperscale” customer,
5 January 2026
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Salesforce stock rises as RBC lifts price target, AI demand back in focus

Salesforce stock rises as RBC lifts price target, AI demand back in focus

New York, Jan 5, 2026, 11:23 ET — Regular session Salesforce shares rose about 1.4% to $257.07 on Monday, tracking a firmer tone in U.S. equities after RBC Capital Markets raised its price target on the enterprise software maker. The call matters because investors are starting the year still debating whether “enterprise AI” spending is translating into recurring revenue, not just pilot projects. Salesforce has positioned its newer AI agent products as a growth driver, and analyst target changes can shape near-term positioning in a stock that is widely held and sits in the Dow. It also lands as traders
5 January 2026
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Baidu stock slides as Kunlunxin Hong Kong IPO plan shifts focus to timing, approvals

Baidu stock slides as Kunlunxin Hong Kong IPO plan shifts focus to timing, approvals

New York, January 5, 2026, 09:52 EST — Regular session Baidu’s U.S.-listed shares (BIDU) fell 3.7% to $144.75 in morning trading on Monday, retreating from Friday’s close of $150.30 as investors took profits after last week’s surge. The move matters now because the trade has shifted from the headline to the hard parts: how quickly Baidu can turn a filing into an offering, and what valuation the market will put on the chip unit. A spin-off is the separate listing of a business, and it can reset how investors value the parent company. Baidu said its artificial intelligence chip unit,
5 January 2026
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ASML stock just hit another record after Bernstein’s upgrade puts AI memory spending in the spotlight

ASML stock just hit another record after Bernstein’s upgrade puts AI memory spending in the spotlight

AMSTERDAM, Jan 5, 2026, 16:32 CET ASML shares touched a new record on Monday after Bernstein upgraded the Dutch chipmaking equipment maker, pushing its price target sharply higher and extending a run that has turned the stock into one of Europe’s standout technology winners. The upgrade matters now because the next leg of the AI buildout is shifting from compute to memory and manufacturing capacity, raising the stakes for the companies that sell the tools chipmakers need to expand. For ASML, that link is direct. When chipmakers increase capital spending to make more advanced logic chips and higher-end server memory,
5 January 2026
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Sandisk stock rises on chip-shortage bets as SNDK heads into Jan. 29 earnings

Sandisk stock rises on chip-shortage bets as SNDK heads into Jan. 29 earnings

NEW YORK, January 5, 2026, 09:44 EST — Regular session Sandisk Corp (SNDK.O) shares rose 2.6% in early trading on Monday, extending a rally in U.S. memory and storage names after reports that chip shortages could translate into higher prices. Micron Technology (MU.O) was up 2.8% and Western Digital (WDC.O) gained 3.1%, Reuters reported. Reuters The move matters because memory pricing can swing quickly when supply tightens. For Sandisk, which sells NAND flash — a type of storage memory used in devices from smartphones to data-center drives — firmer pricing can lift revenue and margins in a business that is
5 January 2026
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Broadcom (AVGO) stock slides while chip peers rally — what’s weighing on shares now

Broadcom (AVGO) stock slides while chip peers rally — what’s weighing on shares now

New York, Jan 5, 2026, 10:24 (EST) — Regular session Broadcom Inc shares slid on Monday, bucking a broader lift in chip stocks as investors kept a tight focus on the cost of the AI buildout and what it means for margins across the sector. The move matters because Broadcom sits at the center of the AI infrastructure trade, selling networking silicon and custom chips into hyperscale data centers — large cloud operators that spend heavily on computing capacity. Traders have treated the stock as a proxy for whether AI growth can stay fast without eroding profitability. It also lands
5 January 2026
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AMD stock rises as CES keynotes near; traders watch Lisa Su and Nvidia updates

AMD stock rises as CES keynotes near; traders watch Lisa Su and Nvidia updates

New York, January 5, 2026, 10:26 EST — Regular session Advanced Micro Devices (AMD) shares edged higher on Monday, tracking gains across chip stocks as investors positioned ahead of a pair of CES events featuring the CEOs of AMD and rival Nvidia. The Consumer Electronics Show, which runs in Las Vegas from Jan. 6-9, often sets the tone for early-year product roadmaps in PCs and graphics, and has increasingly become a stage for companies to frame their artificial intelligence strategy. Reuters That matters now because traders are looking for any read-through on demand for AI accelerators — specialized processors used
5 January 2026
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AMD stock rises in premarket as Lisa Su’s CES keynote puts AI chips in focus

AMD stock rises in premarket as Lisa Su’s CES keynote puts AI chips in focus

New York, January 5, 2026, 09:17 EST — Premarket Shares of Advanced Micro Devices (AMD.O) were up 2.8% at $229.73 in premarket trading, before Wall Street’s opening bell at 9:30 a.m. ET. The stock ended the last session at $223.47. Stooq The move puts attention back on CES, where chipmakers and hardware suppliers use early-January stages to reset expectations for new products and demand. For AMD, traders are looking for any fresh signposts on the pace of AI hardware spending and the 2026 PC upgrade cycle. Su is scheduled to deliver AMD’s CES keynote at 6:30 p.m. PT (9:30 p.m.
5 January 2026
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Rigetti Computing stock steadies premarket after Needham fireside chat reveal — what RGTI investors watch next

Rigetti Computing stock steadies premarket after Needham fireside chat reveal — what RGTI investors watch next

New York, January 5, 2026, 09:16 EST — Premarket Rigetti Computing (RGTI) shares held near Friday’s close in U.S. premarket trading on Monday after the quantum-computing company said its CEO will join a fireside chat at the Needham Growth Conference next week. The session is scheduled for Jan. 13 at 12:45 p.m. ET and will be webcast, the company said. Rigetti ended Friday up 6.6% at $23.60. GlobeNewswire The appearance offers a near-term checkpoint for a stock that has swung with sentiment toward speculative growth names. With few fresh company updates in early January, traders are watching for anything that
5 January 2026
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Micron stock just set another record — Bernstein’s $330 target is keeping the AI-memory trade hot

Micron stock just set another record — Bernstein’s $330 target is keeping the AI-memory trade hot

New York, Jan 5, 2026, 10:03 (EST) Micron Technology shares set a fresh record in early trading on Monday, touching $328.44 before reversing and turning lower. The stock was down about 0.7% at $313.12 in late morning trade. The swing shows how quickly sentiment is shifting around memory chips — the DRAM that acts as a computer’s working memory and NAND, the flash storage used in everything from servers to smartphones. Investors are trying to pin down a simple question with an annoyingly non-simple answer: is this another classic memory upcycle that fades, or a tighter, AI-driven market where prices
5 January 2026
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AMD’s CES 2026 keynote is tonight: what Lisa Su’s AI message means for investors

AMD’s CES 2026 keynote is tonight: what Lisa Su’s AI message means for investors

Las Vegas, January 5, 2026, 07:05 PST Advanced Micro Devices Chief Executive Lisa Su will deliver a keynote at CES 2026 in Las Vegas on Monday night, as the chipmaker seeks to sharpen its pitch in artificial intelligence. The session is scheduled for 6:30 p.m. Pacific time at the Venetian’s Palazzo Ballroom, the CES agenda shows. CES The appearance comes as CES leans into AI across consumer devices and the systems that run them. Consumer Technology Association chief Gary Shapiro said “AI is the future of creativity,” in an interview previewing the show, which organizers expect to host more than
5 January 2026
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Microsoft stock slides as AI-inflation worries resurface; what MSFT investors watch next

Microsoft stock slides as AI-inflation worries resurface; what MSFT investors watch next

New York, Jan 5, 2026, 09:36 EST — Regular session Microsoft Corp shares fell 2.2% to $472.94 in early trading on Monday, extending a shaky start to 2026 for the software heavyweight. The stock trades at about 37 times earnings, leaving little room for disappointment if rate expectations shift again. The drop put Microsoft among early drags in big tech as investors re-tested the “AI trade” that powered much of last year’s gains. The concern now is less about demand and more about the price tag. A Reuters report on Monday flagged a growing worry among money managers: the AI
5 January 2026
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Stock Market Today

Northern Star Resources share price dips into weekend as $50m Central Tanami deal closes

Northern Star Resources share price dips into weekend as $50m Central Tanami deal closes

7 February 2026
Northern Star Resources fell 1.7% to A$26.77 Friday, extending losses as gold miners and the broader market declined. MGX Resources completed its A$50 million purchase of a 50% stake in the Central Tanami Gold Project from Northern Star. The All Ordinaries Gold index dropped 3.24%. CME Group raised COMEX gold futures margin requirements to 9% amid volatility.
PLS Group share price slips into weekend as Morgan Stanley and MUFG filings land

PLS Group share price slips into weekend as Morgan Stanley and MUFG filings land

7 February 2026
PLS Group shares closed at A$4.12 Friday, down 1.2% after a 3.7% drop Thursday. Morgan Stanley and Mitsubishi UFJ Financial Group disclosed increased voting power in the lithium miner, both citing changes dated Feb. 2. The moves came as lithium prices fell and Australian equities posted their sharpest drop in months. PLS reports interim results Feb. 19.
Commonwealth Bank share price near A$159 as CBA earnings, dividend week looms after ASX rout

Commonwealth Bank share price near A$159 as CBA earnings, dividend week looms after ASX rout

7 February 2026
Commonwealth Bank of Australia shares closed at A$158.91, down 0.23% Friday, as the S&P/ASX 200 fell 2.03% and nearly A$70 billion was wiped from the market. The bank reports half-year results and an interim dividend on Feb. 11, with shares going ex-dividend Feb. 18. CBA flagged a A$68 million provision linked to ASIC’s Better Banking review. The RBA raised rates to 3.85% on Feb. 3, with CBA passing on the increase from Feb. 13.
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