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Technology News 4 January 2026 - 5 January 2026

Palo Alto Networks stock set for Monday spotlight after Guggenheim upgrade, insider sale notices

Palo Alto Networks stock set for Monday spotlight after Guggenheim upgrade, insider sale notices

New York, Jan 4, 2026, 7:50 PM ET — Market closed Palo Alto Networks, Inc. shares closed Friday down 2.6% at $179.37, and traders will be watching for follow-through on Monday after Guggenheim upgraded the cybersecurity company to Neutral from Sell. Moomoo The rating change lands as the stock tries to stabilize after a weak stretch and heightened focus on execution risk tied to Palo Alto’s dealmaking and product shift toward AI-enabled security tools. The next session will show whether buyers treat Friday’s dip as an entry point or a signal to keep trimming exposure. Investing There is also fresh
5 January 2026
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Western Digital stock jumps 9% to start 2026 — what WDC investors watch next

Western Digital stock jumps 9% to start 2026 — what WDC investors watch next

NEW YORK, Jan 4, 2026, 19:39 ET — Market closed Western Digital (WDC) shares closed Friday up nearly 9% at $187.70, extending a sharp rally in data-storage names as 2026 began. The stock added $15.44 on the session, and traded between $176 and $188.90, according to market data. The burst matters because Western Digital has become a fast-moving proxy for AI-linked infrastructure spending. It sells hard disk drives, or HDDs — spinning disks used for mass storage — to customers ranging from enterprises to public cloud operators. Reuters The broader tape helped. Chipmakers led U.S. stocks higher on Friday, and
5 January 2026
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Lam Research stock hits a record close after Citi spotlight — what LRCX investors watch next

Lam Research stock hits a record close after Citi spotlight — what LRCX investors watch next

NEW YORK, January 4, 2026, 17:49 ET — Market closed Lam Research Corp (LRCX) shares closed up 8.1% on Friday at $185.06, lifting the chipmaking-equipment maker to a record close after the stock hit an intraday high of $185.88. The sharp move matters heading into the first full trading week of 2026, with investors weighing fresh economic data and an approaching earnings slate that can reprice high-growth tech stocks in a hurry. Chip-tool names have been early leaders as investors lean into the AI buildout trade, but the group tends to react quickly when bond yields move on macro surprises.
5 January 2026
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Lumentum (LITE) stock jumps near a new high — what traders are watching next week

Lumentum (LITE) stock jumps near a new high — what traders are watching next week

New York, Jan 4, 2026, 15:50 ET — Market closed Lumentum Holdings shares rose 4.7% on Friday to close at $386.11, lifting the optical-components maker toward its highs as 2026 began. The stock last traded at that level in the regular session, with U.S. markets shut on Sunday. The move matters because it leaves Lumentum extended into the first full week of January, when fresh economic data could sway rate expectations and risk appetite. Those macro swings have been moving “AI infrastructure” trades — the group that has helped power Lumentum’s run. Reuters “Investors might be a little bit more
4 January 2026
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Texas Instruments stock rises with chip rebound — the catalysts investors watch next

Texas Instruments stock rises with chip rebound — the catalysts investors watch next

New York, January 4, 2026, 15:46 ET — Market closed Texas Instruments (TXN.O) shares rose 2.3% on Friday to $177.52, tracking a broad rebound in chipmakers that helped Wall Street start 2026 higher. With U.S. markets closed on Sunday, the question for Monday’s session is whether the semiconductor bounce holds as investors brace for a heavy week of economic data and shifting expectations for interest rates. That matters for Texas Instruments because its analog and embedded chips are closely tied to industrial and automotive demand, areas that tend to react quickly when growth expectations or financing conditions change. Chip stocks
4 January 2026
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Qualcomm stock gets CES spotlight after Toyota RAV4 chip news and CFO sale notice

Qualcomm stock gets CES spotlight after Toyota RAV4 chip news and CFO sale notice

NEW YORK, Jan 4, 2026, 15:40 ET — Market closed Qualcomm shares ended Friday up about 1.1% at $172.98 after the company said Toyota’s new RAV4 is now available with its Snapdragon Digital Chassis platform. Why this matters now is timing. Qualcomm heads into CES week with investors watching for signals on its push beyond smartphones into PCs and cars, two markets where design wins can translate into multi-year revenue streams. CES Macro is also on traders’ screens ahead of the next U.S. session. Federal Reserve Bank of Philadelphia President Anna Paulson said on Saturday that further rate cuts could
4 January 2026
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Palo Alto Networks stock set for Monday spotlight after Guggenheim upgrade, insider sale plan

Palo Alto Networks stock set for Monday spotlight after Guggenheim upgrade, insider sale plan

NEW YORK, Jan 4, 2026, 3:27 PM ET — Market closed Palo Alto Networks shares will be in focus when U.S. markets reopen on Monday after Guggenheim upgraded the cybersecurity firm to Neutral from Sell. The stock closed down 2.6% on Friday at $179.37. The shift matters going into the first full week of 2026, when investors typically rebalance portfolios and reassess crowded trades. Palo Alto’s valuation and growth profile keep it sensitive to any change in sentiment around large-cap software. Traders also have a near-term macro test on Friday, when the U.S. releases its December employment report, a key
4 January 2026
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Accenture stock drops 3% to start 2026 — here’s what could move ACN next

Accenture stock drops 3% to start 2026 — here’s what could move ACN next

NEW YORK, Jan 4, 2026, 14:58 ET — Market closed Accenture plc (ACN) shares ended Friday down 3.1% at $259.95, their third straight session of losses. Marketwatch The decline left the IT consulting firm lagging a broader market that finished higher on the first trading day of 2026, helped by gains in chipmakers. Reuters Why it matters now: Accenture heads into the first full week of the year with its stock about 35% below its 52-week high of $398.35, leaving the shares more sensitive to shifts in risk appetite. Marketwatch Macro catalysts arrive before company ones. The U.S. government is
4 January 2026
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Marvell stock jumps 5% as CES 2026 CEO chat nears — what MRVL investors watch next

Marvell stock jumps 5% as CES 2026 CEO chat nears — what MRVL investors watch next

NEW YORK, January 4, 2026, 14:31 ET — Market closed Marvell Technology, Inc. shares rose 5.2% on Friday, closing at $89.39. About 15.0 million shares changed hands, according to Yahoo Finance data. Yahoo Finance The move matters because Marvell sits in the middle of the AI data-center buildout, selling chips that connect servers and move data across networks. Investors are looking for early-year signals on whether cloud spending is holding up after a volatile end to 2025. CES week often serves as the first public checkpoint for semiconductor demand in the new year. For Marvell, even small shifts in tone
4 January 2026
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Vertiv stock jumps on Barclays upgrade, $200 target; U.S. jobs report looms for AI-linked industrials

Vertiv stock jumps on Barclays upgrade, $200 target; U.S. jobs report looms for AI-linked industrials

NEW YORK, Jan 4, 2026, 14:01 ET — Market closed Vertiv Holdings shares jumped 8.4% on Friday after Barclays upgraded the industrial stock to overweight and lifted its price target to $200. “The recent selloff in the shares creates an attractive entry point,” Barclays analyst Julian Mitchell wrote. TipRanks The upgrade matters now because the market has started 2026 trying to separate durable “picks-and-shovels” beneficiaries of artificial intelligence from the frothier corners of the trade. Vertiv sells the power and cooling gear that data centers need to run denser, heatier AI workloads. That theme helped value-tilted sectors including industrials hold
4 January 2026
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Chip stocks surge into 2026 as Nvidia, AMD and Intel face CES and jobs-report tests

Chip stocks surge into 2026 as Nvidia, AMD and Intel face CES and jobs-report tests

NEW YORK, Jan 4, 2026, 13:00 ET — Market closed Semiconductor stocks led Wall Street’s first session of 2026, with the Philadelphia Semiconductor Index — a benchmark for major U.S.-listed chipmakers — up 4% on Friday as the Dow rose 0.66% and the S&P 500 gained 0.19%. The Nasdaq slipped 0.03% as investors rotated back into chip names after a late-December pullback. “Buy the dip, sell the rip” is the mindset right now, Charles Schwab trading strategist Joe Mazzola said. Reuters With U.S. markets shut on Sunday, chip stocks sit near the center of the next week’s risk-on trade. The
4 January 2026
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Sandisk stock jumps 16% after board move; SNDK earnings date now the next test

Sandisk stock jumps 16% after board move; SNDK earnings date now the next test

NEW YORK, January 4, 2026, 10:10 ET — Market closed. Sandisk Corp shares ended Friday up 15.9% at $275.24, the last close before U.S. markets shut for the weekend. The move followed the company’s announcement that it added First Solar Chief Financial Officer Alexander R. Bradley to its board. Nasdaq The jump matters because Sandisk has become a high-beta way to play the data-storage trade after a breakout year in 2025. It joined the S&P 500 in late November, pulling more index-linked money into the name and amplifying moves around headlines. News Release Archive With the next earnings report less
4 January 2026
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Stock Market Today

REA share price tumbles after results as listings outlook bites; buyback and dividend dates loom

REA share price tumbles after results as listings outlook bites; buyback and dividend dates loom

7 February 2026
Sydney, Feb 7, 2026, 16:49 AEDT — Market closed REA Group shares closed down 7.8% on Friday at A$168.10 after the online property advertising group laid out a softer listings outlook. The stock opened sharply lower at A$150.01 and traded in a A$150.01–A$172.80 range. (Investing.com Australia) The drop landed in a broad risk-off session, with the ASX 200 ending about 2% lower. “Panic is spreading,” said Michael McCarthy at MooMoo Australia, as investors headed for the exits across markets. (ABC News) REA said revenue from core operations — which strips out one-off items — rose 5% to A$916 million in
CSL share price in focus after ASX sell-off: what investors watch before Feb 11 results

CSL share price in focus after ASX sell-off: what investors watch before Feb 11 results

7 February 2026
CSL Limited shares closed down 0.4% at A$180.50 Friday as the S&P/ASX 200 dropped 2.03% to 8,708.80. CSL will report half-year results and announce its interim dividend on Feb. 11, with the stock set to trade ex-dividend March 10. A filing showed 59,992 CSL conditional rights lapsed this week. The company’s market value stands near A$87 billion, down about a third in the past year.
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