Technology 20 January 2026

Palantir stock slips despite HD Hyundai deal worth “hundreds of millions” — what PLTR investors watch next

Shares of Palantir Technologies slipped roughly 2% to $167.58 Tuesday morning. The data analytics firm had just broadened its partnership with South Korea’s HD Hyundai in a deal Reuters reported could total hundreds of millions of dollars over multiple years.

20 January 2026

NYSE:PLTR·Technology

Super Micro stock slides 7% after the bell as tariff headlines hammer risk bets (SMCI)

Shares of Super Micro Computer dropped roughly 7% to $30.35 early Tuesday, following a holiday pause and a solid rally last week. The stock swung between $30.26 and $31.39, closing previously at $32.64.

20 January 2026

NASDAQ:SMCI·Stock Market·Technology

Micron stock price jumps nearly 8% as $1.8 billion Taiwan fab deal and Stifel target lift MU

Micron Technology Inc shares surged roughly 7.8% to $362.75 in early New York trading Tuesday, climbing $26.12 from the previous close and briefly touching $362.84. The rally came on the back of Micron’s announcement to expand capacity in Taiwan, coupled with new price-target upgrades from Wall Street analysts.

20 January 2026

NASDAQ:MU·Stock Market·Technology

Apple stock slips early as tariff jitters weigh on tech; analysts point to iPhone demand

Apple shares dipped 1.1% to $255.53 in early Tuesday trading, edging lower as the broader market got off to a shaky start. The stock shed $2.72 from its previous close.

20 January 2026

Apple·NASDAQ:AAPL·Stock Market·Technology

Intel stock slides premarket despite HSBC upgrade as tariff jitters hit tech

Intel shares dropped 2.8% to $46.96 in premarket trading Tuesday, despite HSBC upgrading the chipmaker from “Reduce” to “Hold” and lifting its price target to $50 from $26. The bank highlighted stronger demand for general-purpose server CPUs linked to “agentic AI” workloads and noted increased foundry activity, though it cautioned that uncertainties persist.

20 January 2026

NASDAQ:INTC·Stock Market·Technology

Is Super Micro (SMCI) the AI bargain of 2026? A new note says margins could flip

Super Micro Computer is drawing attention again before Tuesday’s U.S. market open, following a Seeking Alpha note that called the AI server maker undervalued despite strong demand for AI hardware.

20 January 2026

Artificial Intelligence·NASDAQ:SMCI·Stock Market·Technology

Microsoft stock (MSFT) ticks up premarket even as Trump tariff threat shakes tech

Microsoft shares rose 0.7% to $459.86 in premarket trading on Tuesday, after the prior close at $456.81. The company has a market value of about $3.85 trillion.

20 January 2026

Microsoft·NASDAQ:MSFT·Stock Market·Technology·US Economy

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron Technology revealed plans to buy Powerchip Semiconductor Manufacturing Corp’s P5 fab in Tongluo, Taiwan, for $1.8 billion in cash. This move underscores Micron’s confidence that demand for dynamic random access memory—used mainly in computers and servers—will keep outstripping supply. Shares of Powerchip surged nearly 10% after the announcement. The acquisition brings about 300,000 square feet of cleanroom space to Micron and aims to increase DRAM wafer production starting in the second half of 2027. The deal should wrap up by Q2 2026, subject to regulatory approval. TrendForce projects the initial capacity phase could account for more than 10% of Micron’s global output by Q4 2026. CEO Sanjay Mehrotra warned the tightness in the market might persist past 2026 as Samsung Electronics and SK Hynix boost output of high-bandwidth memory chips designed for AI accelerators.

20 January 2026

Artificial Intelligence·Data Centers·NASDAQ:MU·Semiconductors·Technology

Nebius (NBIS) stock drops in premarket as tariff jitters hit high-growth tech

Nebius Group N.V. shares slipped 4.6% to $103.73 in U.S. premarket trading Tuesday, following a $108.73 close the day before. About 390,000 shares changed hands before the open, with the latest data as of 8:00 a.m. EST.

20 January 2026

AMS:NBIS·Stock Market·Technology

Nvidia’s $4.5 trillion shock: why its “hidden” networking boom could matter more than GPUs in 2026

Nvidia’s market cap has surged to roughly $4.5 trillion, leading data outlets to stack it up against entire countries. This underscores the intense focus of investment on AI infrastructure.

20 January 2026

Artificial Intelligence·NASDAQ:NVDA·Semiconductors·Technology

Asus freezes Zenfone and ROG Phone plans: no new smartphones in 2026 as AI work ramps up

Asustek Computer Inc’s Asus brand is halting the launch of new smartphone models, redirecting its phone development efforts to AI-centric hardware, chairman Jonney Shih revealed at a Taipei event.

20 January 2026

Artificial Intelligence·Smartphones·Technology·TWSE:2357

Meta stock stuck near $620 as AI spending worries flare again ahead of earnings

Meta Platforms shares hovered around $620 in early trading Tuesday, marking a drop of roughly 20% from recent peaks as investors debated the returns on its AI infrastructure investments.

20 January 2026

Artificial Intelligence·Earnings Reports·NASDAQ:META·Stock Market·Technology

Goldman holds $655 Microsoft target as AI data-center power costs loom before earnings

Goldman Sachs stuck with its Buy rating on Microsoft, holding the price target steady at $655 — a projection of where the stock could land in the next year. The bank factored in rising electricity costs linked to Microsoft’s AI expansion. Shares slipped about 1.7% in premarket trading, leaving the target roughly 42% above the last close.https://www.investing.com/news/analyst-ratings/microsoft-stock-price-target-maintained-at-655-by-goldman-sachs-93CH-4454081https://stockanalysis.com/stocks/msft/

20 January 2026

Artificial Intelligence·Earnings Reports·NASDAQ:MSFT·Stock Market·Technology

Trump’s Truth Social ‘America First’ ETFs hit NYSE as Trump Media’s new investing push draws scrutiny

Trump Media & Technology Group is raising fresh conflict-of-interest questions by launching investment products under the Truth Social brand, broadening its reach beyond social media and streaming into finance.

20 January 2026

NASDAQ:DWAC·Stock Market·Technology

Xi’an ESWIN Material stock price rises in Shanghai trade as chip names stay in play

Shares of Xi’an ESWIN Material Technology Co., Ltd. climbed 1.38% to 27.11 yuan in Shanghai's morning session, starting off at 26.30 yuan. The stock peaked at 27.60 yuan and dipped to 26.30 yuan during the trading period. ESWIN Material specializes in 12-inch silicon wafers—polished, epitaxial, and test types—essential for chip manufacturing.

20 January 2026

Semiconductors·SHA:688783·Stock Market·Technology

Nanya Technology stock price hits limit-down in Taipei as traders digest DRAM call

Taiwan DRAM maker Nanya Technology Corp kicked off Tuesday trading at its limit-down price of T$247.50, hitting the market’s 10% daily drop ceiling. About 5,800 lots were up for grabs at that level. The TAIEX benchmark slipped 0.6%. Even with the steep drop, Nanya’s shares have climbed roughly 15% over the past five sessions.

20 January 2026

Stock Market·Technology·TWSE:2408.TW

Infineon stock slides 3% as Trump’s Greenland tariff threat rattles auto suppliers

Infineon Technologies shares slipped 3.09%, ending Monday at 40.635 euros on Xetra. The chipmaker is set to report its next earnings on Feb. 4.

20 January 2026

Stock Market·Technology·XETRA:IFX

Microchip (MCHP) stock back in focus after PolarFire FPGA update, with earnings next

Microchip Technology's shares ended Friday up 0.3% at $74.70, just before the U.S. markets closed Monday for a holiday. The Nasdaq-listed chipmaker saw roughly 7.0 million shares change hands in the last session heading into Tuesday.

20 January 2026

Earnings·NASDAQ:MCHP·Semiconductors·Technology

MediaTek stock price: Taiwan chipmaker in focus before open after 1.3% drop

MediaTek Inc kicked off Tuesday under the spotlight, following a 1.33% drop in the previous session to close at T$1,485. The stock is trailing as the broader market nears new highs. On Monday, shares fluctuated between T$1,465 and T$1,510, with roughly 5.9 million shares traded.

20 January 2026

Semiconductors·Stock Market·Technology·TWSE:2454.TW

Marvell (MRVL) stock in focus for Tuesday as tariff jitters hit tech, markets reopen

Marvell Technology shares are set to open Tuesday’s session as markets resume after the holiday pause, with investors digesting renewed tariff threats and a gloomier mood in global risk markets.

20 January 2026

NASDAQ:MRVL·Stock Market·Technology

Technology 20 January 2026

Palantir stock slips despite HD Hyundai deal worth “hundreds of millions” — what PLTR investors watch next

Super Micro stock slides 7% after the bell as tariff headlines hammer risk bets (SMCI)

Micron stock price jumps nearly 8% as $1.8 billion Taiwan fab deal and Stifel target lift MU

Apple stock slips early as tariff jitters weigh on tech; analysts point to iPhone demand

Intel stock slides premarket despite HSBC upgrade as tariff jitters hit tech

Is Super Micro (SMCI) the AI bargain of 2026? A new note says margins could flip

Microsoft stock (MSFT) ticks up premarket even as Trump tariff threat shakes tech

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Nebius (NBIS) stock drops in premarket as tariff jitters hit high-growth tech

Nvidia’s $4.5 trillion shock: why its “hidden” networking boom could matter more than GPUs in 2026

Asus freezes Zenfone and ROG Phone plans: no new smartphones in 2026 as AI work ramps up

Meta stock stuck near $620 as AI spending worries flare again ahead of earnings

Goldman holds $655 Microsoft target as AI data-center power costs loom before earnings

Trump’s Truth Social ‘America First’ ETFs hit NYSE as Trump Media’s new investing push draws scrutiny

Xi’an ESWIN Material stock price rises in Shanghai trade as chip names stay in play

Nanya Technology stock price hits limit-down in Taipei as traders digest DRAM call

Infineon stock slides 3% as Trump’s Greenland tariff threat rattles auto suppliers

Microchip (MCHP) stock back in focus after PolarFire FPGA update, with earnings next

MediaTek stock price: Taiwan chipmaker in focus before open after 1.3% drop

Marvell (MRVL) stock in focus for Tuesday as tariff jitters hit tech, markets reopen

TechStock² Updates

Student Loan Deal Worth $23 Billion Advances, With $12 Billion Distributed

MP Materials (NYSE:MP) heads into earnings with price support exceeding EBITDA as U.S. markets close for the weekend

Nu Holdings Ltd. (NYSE:NU) Confronts Credit Challenge as It Trails Regional Rivals

UiPath (NYSE:PATH) Shares Jump 18% After Buybacks Offset Weaker ARR Growth

Disney (NYSE:DIS) faces key earnings test as Sports excluded, aims for 25% profit rise – SEC

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