Technology 12 January 2026

Microsoft stock slips after the bell as Goldman flags “compounding AI cycles” ahead of earnings

Microsoft Corp shares slipped about 0.4% after Monday’s close, landing at $477.22, with intraday moves ranging from $474.45 to $480.88. Goldman Sachs analyst Gabriela Borges resumed coverage, assigning a Buy rating and lifting her 12-month price target to $655 from $630. She noted Microsoft stands out among megacaps to capitalize on “compounding AI product cycles.” The company’s market cap sits near $3.85 trillion.

12 January 2026

Earnings Reports·Microsoft·NASDAQ:MSFT·Stock Market·Technology

Apple stock inches up after Google Gemini-Siri deal — what investors watch next

Apple Inc shares climbed 0.3% to $260.24 in after-hours trading Monday, as investors digested news of a new AI deal connected to Siri. Alphabet gained roughly 1%, while the Nasdaq-tracking Invesco QQQ and the SPDR S&P 500 ETF Trust showed little movement.

12 January 2026

NASDAQ:AAPL·NASDAQ:GOOGL·Stock Market·Technology

Credo Technology (CRDO) stock climbs as AI-chip trade stays hot; Needham conference next

Shares of Credo Technology Group Holding Ltd climbed 3.1% to $155.10 in Monday afternoon trading, bouncing between $145.35 and $156.43 earlier. The Nasdaq-listed company, with a market cap near $32.5 billion, trades at a triple-digit trailing price-to-earnings ratio as AI-driven semiconductor enthusiasm pushes valuations higher.

12 January 2026

Artificial Intelligence·NASDAQ:CRDO·Stock Market·Technology

Figure Technology Solutions stock drops nearly 10% after FIGR posts preliminary Q4 loan data

Shares of Figure Technology Solutions, Inc. dropped steeply on Monday following the release of preliminary Q4 operating data, offering a first glimpse into its loan marketplace and crypto-related offerings. The Nasdaq-listed stock slipped 9.6% to $52.50, hitting a low of $49.10 and peaking near $58.67 earlier in the session.

12 January 2026

NASDAQ:FIGR·Stock Market·Technology

Salesforce stock gets new Goldman Buy call — here’s the next catalyst for CRM

Salesforce shares nudged higher Monday after Goldman Sachs analyst Gabriela Borges initiated coverage with a Buy rating and set a $330 price target. Borges highlighted AI adoption as a “positive tailwind” for software demand. The stock climbed 0.3% to $260.76 in mid-afternoon trading in New York.

12 January 2026

NYSE:CRM·Stock Market·Technology

D-Wave Quantum stock edges up as deal clock ticks — what QBTS traders are watching next

D-Wave Quantum Inc. shares edged up 0.8% to $28.33 in Monday afternoon trading, continuing the volatile early-year trend for U.S.-listed quantum computing stocks.

12 January 2026

NASDAQ:IONQ·NASDAQ:QBTS·NASDAQ:QUBT·Quantum Computing·Technology

Pure Storage stock jumps nearly 8% as investor focus turns to insider filing, CPI and a Needham webcast

Pure Storage shares jumped 7.9% on Monday, closing at $72.29. The move added to a volatile start for U.S. storage-related stocks, with investors shifting focus toward AI infrastructure plays.

12 January 2026

Earnings Reports·NASDAQ:PSTG·Stock Market·Technology

Cisco stock slips as Supreme Court case and inflation data loom — what to know about CSCO

Cisco Systems shares slipped slightly Monday, as a U.S. Supreme Court docket update renewed focus on a lawsuit alleging the company helped Chinese authorities surveil Falun Gong practitioners. Early afternoon trading saw the stock down roughly 0.2% at $73.73.

12 January 2026

Inflation·NASDAQ:CSCO·Stock Market·Technology

ServiceNow stock steadies after Goldman’s fresh “Buy” call as earnings near

ServiceNow shares ticked up on Monday following Goldman Sachs' initiation of coverage, providing a rare lift after the stock dropped for two days straight last week. The shares last traded around $142.06, up about 0.2%.

12 January 2026

Earnings Reports·NYSE:NOW·Stock Market·Technology

MACOM stock jumps 11% after MTSI adds ex-Broadcom wireless executive to board

Shares of MACOM Technology Solutions Holdings Inc jumped roughly 11% on Monday, building on a strong rally that started early after the chipmaker announced the addition of former Broadcom executive Bryan Ingram to its board. The stock last traded up $19.24 at $194.10, hitting a session high of $194.45.

12 January 2026

NASDAQ:MTSI·Stock Market·Technology

GDS Holdings stock jumps nearly 10% as China ADR rally keeps DayOne’s $2 billion funding in focus

Shares of GDS Holdings Limited surged in early afternoon trading Monday, riding a broader rally in U.S.-listed Chinese stocks and building on momentum from a major funding round at DayOne Data Centers. The Nasdaq-listed stock climbed 9.8% to $44.98, peaking intraday at $45.93.

12 January 2026

NASDAQ:GDS·NASDAQ:VNET·Stock Market·Technology

Qualcomm stock tumbles while chip ETFs rise — Apple modem fears return before CPI, earnings

QUALCOMM Incorporated shares slipped roughly 3.5% to $171.64 by midday Monday, hitting a low of $171.24 earlier. Meanwhile, the Nasdaq 100 tracker QQQ edged up 0.1%, and the iShares Semiconductor ETF rose 0.4%.

12 January 2026

Earnings Reports·NASDAQ:AAPL·NASDAQ:QCOM·Semiconductors·Stock Market·Technology

Apple stock rises on Google Gemini Siri deal as AAPL investors eye next catalyst

Apple shares climbed about 0.6% to $260.82 in midday trading Monday after announcing a multi-year deal to incorporate Alphabet’s Google Gemini models into a revamped Siri set for 2026. “After careful evaluation, Apple determined Google's AI technology provides the most capable foundation for Apple Foundation Models,” Google said on X. This deal extends a relationship that already names Google the default search engine on Apple devices, generating tens of billions in annual revenue for Apple, while giving Gemini access to more than two billion active devices.

12 January 2026

NASDAQ:AAPL·Stock Market·Technology

Western Digital stock climbs even as Wall Street wobbles — what to know now

Shares of Western Digital climbed 2.1% to $204.76 by midday Monday, bouncing around between $193.35 and $206.37 during a choppy session.

12 January 2026

NASDAQ:MU·NASDAQ:SNDK·NASDAQ:STX·NASDAQ:WDC·Stock Market·Technology

Lumentum stock drops 5% in late morning trade as AI optics bets cool ahead of earnings

Lumentum Holdings shares dropped 5.4% to $332.28 in late-morning trading Monday, lagging behind a mostly flat U.S. market. The stock slipped $19.14 from its previous close and earlier dipped as low as $323.24.

12 January 2026

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

Walmart stock jumps on Google Gemini checkout, Wing drones and Nasdaq-100 countdown

Walmart shares jumped 3.3% to $118.36 by late morning Monday, beating a mostly flat market. Investors reacted to new news highlighting AI-powered shopping and quicker delivery options.

12 January 2026

E-Commerce·LSE:AZN·NASDAQ:GOOGL·NYSE:WMT·Stock Market·Technology

Applied Digital (APLD) stock is up again — what’s driving the move after hyperscaler leases

Applied Digital Corporation shares climbed roughly 2.5% on Monday, buoyed by continued buying following last week’s quarterly report. The stock gained 93 cents to $38.61 in late morning trading, after fluctuating between $36.10 and $39.47 earlier in the session.

12 January 2026

NASDAQ:APLD·Stock Market·Technology

Alphabet hits $4 trillion mark as Google’s AI reboot wins back Wall Street

Alphabet reached a $4 trillion market value on Monday, marking a major shift in how investors view the Google parent amid the AI boom.

12 January 2026

Artificial Intelligence·NASDAQ:GOOGL·Stock Market·Technology

Alphabet stock’s $4 trillion flashpoint: Google’s AI refocus puts it back in the lead

Alphabet surged past a $4 trillion market cap on Monday, highlighting the rapid shift in investor sentiment toward Google’s AI ambitions. https://www.reuters.com/business/alphabet-hits-4-trillion-valuation-ai-refocus-lifts-sentiment-2026-01-12/

12 January 2026

Artificial Intelligence·NASDAQ:GOOGL·Stock Market·Technology

Applied Materials stock rises on Susquehanna upgrade as chip gear spending call widens

Applied Materials shares climbed Monday following a more optimistic call from Susquehanna. The firm upgraded the chip-equipment maker to positive from neutral, citing an anticipated surge in factory spending across the industry. https://www.tipranks.com/news/the-fly/applied-materials-upgraded-to-positive-from-neutral-at-susquehanna-thefly-2

12 January 2026

NASDAQ:AEIS·NASDAQ:AMAT·NYSE:TSM·Stock Market·Technology

Technology 12 January 2026

Microsoft stock slips after the bell as Goldman flags “compounding AI cycles” ahead of earnings

Apple stock inches up after Google Gemini-Siri deal — what investors watch next

Credo Technology (CRDO) stock climbs as AI-chip trade stays hot; Needham conference next

Figure Technology Solutions stock drops nearly 10% after FIGR posts preliminary Q4 loan data

Salesforce stock gets new Goldman Buy call — here’s the next catalyst for CRM

D-Wave Quantum stock edges up as deal clock ticks — what QBTS traders are watching next

Pure Storage stock jumps nearly 8% as investor focus turns to insider filing, CPI and a Needham webcast

Cisco stock slips as Supreme Court case and inflation data loom — what to know about CSCO

ServiceNow stock steadies after Goldman’s fresh “Buy” call as earnings near

MACOM stock jumps 11% after MTSI adds ex-Broadcom wireless executive to board

GDS Holdings stock jumps nearly 10% as China ADR rally keeps DayOne’s $2 billion funding in focus

Qualcomm stock tumbles while chip ETFs rise — Apple modem fears return before CPI, earnings

Apple stock rises on Google Gemini Siri deal as AAPL investors eye next catalyst

Western Digital stock climbs even as Wall Street wobbles — what to know now

Lumentum stock drops 5% in late morning trade as AI optics bets cool ahead of earnings

Walmart stock jumps on Google Gemini checkout, Wing drones and Nasdaq-100 countdown

Applied Digital (APLD) stock is up again — what’s driving the move after hyperscaler leases

Alphabet hits $4 trillion mark as Google’s AI reboot wins back Wall Street

Alphabet stock’s $4 trillion flashpoint: Google’s AI refocus puts it back in the lead

Applied Materials stock rises on Susquehanna upgrade as chip gear spending call widens

TechStock² Updates

Rivian Automotive (NASDAQ:RIVN) shares fall 9.6% as software gains help balance vehicle losses

Micron Technology (NASDAQ:MU) Shares Drop 10.6% Even as Memory Market Remains Tight

Enterprise Products Partners (NYSE:EPD) Posts Q2 Cash Flow Covering Most Capex and Distributions

McDonald’s (NYSE:MCD) shares advance ahead of earnings as profit forecasts ease

Energy Transfer (NYSE:ET) 6.7% Yield Under Scrutiny as $4.5 Billion EBITDA Approaches

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