Technology 5 January 2026

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

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

5 January 2026

Artificial Intelligence·Microsoft·NASDAQ:MSFT·Stock Market·Technology

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

Advanced Micro Devices 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.

5 January 2026

Earnings Reports·NASDAQ:AMD·Stock Market·Technology

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

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

5 January 2026

Earnings Reports·NASDAQ:AAPL·Stock Market·Technology

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

Broadcom Inc 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

5 January 2026

ETFs·NASDAQ:AVGO·NASDAQ:MRVL·NASDAQ:NVDA·NYSE:VMW·Stock Market·Technology

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

KLA Corp 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

5 January 2026

NASDAQ:KLAC·Semiconductors·Stock Market·Technology

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

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

5 January 2026

Autonomous Vehicles·NASDAQ:UBER·Stock Market·Technology

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

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.

5 January 2026

Artificial Intelligence·NASDAQ:GOOGL·NASDAQ:QCOM·Stock Market·Technology

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

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

5 January 2026

Data Centers·NYSE:JBL·Stock Market·Technology

Western Digital (WDC) stock whipsaws as AI memory crunch drives storage trade

Western Digital Corp shares reversed early gains on Monday as investors re-priced the crowded “AI infrastructure” trade across storage and memory-linked names. The stock was down 0.9% at $186.00 in afternoon trading, after rising as much as 4.3% and trading between $182.77 and $195.75.

5 January 2026

Artificial Intelligence·NASDAQ:WDC·Stock Market·Technology

Marvell stock (MRVL) rises after Melius upgrade sets $135 target ahead of CES CEO chat

Marvell Technology, Inc. shares rose on Monday after Melius Research upgraded the chipmaker, keeping the stock in positive territory after an early spike. The shares were up about 1.5% at $90.69 after opening at $93.08.

5 January 2026

NASDAQ:MRVL·Stock Market·Technology

IBM stock climbs as Jefferies turns bullish and lifts target to $360

International Business Machines shares rose 1.6% to $296.24 in afternoon trading on Monday, after Jefferies upgraded the stock and RBC Capital raised its price target. The shares traded between $293.00 and $299.18 on the day.

5 January 2026

NYSE:IBM·Stock Market·Technology

SiTime stock slumps 9% after topping Wall Street targets, bucking chip rally

SiTime Corp shares slid about 9% on Monday afternoon, reversing an earlier rise and wiping out a chunk of the timing-chip maker’s start-of-year gains. The Nasdaq-listed stock was down $33.46 at $336.50, after trading as high as $382 and as low as $333.33.

5 January 2026

Earnings Reports·NASDAQ:SITM·Semiconductors·Stock Market·Technology

Lumentum stock drops 8% in sharp reversal as optics peers slide; Feb. 5 earnings loom

Shares of Lumentum Holdings Inc fell 8.1% to $354.87 on Monday, after trading between $345 and $394.48 in a volatile session. About 4.2 million shares had changed hands by early afternoon.

5 January 2026

Earnings Reports·NASDAQ:LITE·Stock Market·Technology

ServiceNow stock rises after ex-Microsoft legal chief joins as president, even as Wall Street trims targets

ServiceNow shares rose on Monday after the enterprise workflow software maker said it hired former Microsoft legal executive Hossein Nowbar as president and chief legal officer. The stock was up 0.6% at $148.38 in afternoon trading. TipRanks

5 January 2026

NASDAQ:NOW·Technology

Ciena stock sinks as optics rally cools; traders eye short-interest uptick and next catalysts

Ciena Corp shares were down about 7.8% at $226.75 in midday New York trading on Monday, after touching $253.30 earlier in the session and then sliding to a low of $223.61.

5 January 2026

NASDAQ:CIEN·NASDAQ:LITE·Technology

AST SpaceMobile stock pops on AT&T beta satellite-to-phone plan — what investors watch next

AST SpaceMobile shares climbed on Monday after AT&T said it plans to begin a beta “direct-to-device” satellite service in the first half of 2026 using AST’s network, a step investors have been waiting for as the company pushes toward commercial use. Light Reading

5 January 2026

NASDAQ:ASTS·NYSE:T·Stock Market·Technology

RIOT stock rises as bitcoin climbs; Riot’s data-center pivot and $500 million share-sale plan in focus

Shares of Riot Platforms, Inc were up 2.4% at $14.50 by midday on Monday, tracking a roughly 2.5% rise in bitcoin to about $93,612. Trading volume topped 6.4 million shares.

5 January 2026

Cryptocurrency·NASDAQ:CLSK·NASDAQ:COIN·NASDAQ:HUT·NASDAQ:MARA·NASDAQ:RIOT·Technology

Applied Materials stock hits a fresh record — what’s driving AMAT’s outsized rally today

Applied Materials shares were up about 6.7% at $286.96 on Monday, after touching an intraday record of $287.68.

5 January 2026

NASDAQ:AMAT·Stock Market·Technology

Lam Research stock jumps 6% as chip-tool rally builds on BofA AI call ahead of CES

Lam Research stock climbed about 6.4% to $196.90 in late-morning New York trading on Monday, valuing the chip equipment maker at about $162 billion. The shares touched $198.34 earlier in the session, market data showed.

5 January 2026

Artificial Intelligence·NASDAQ:LRCX·Semiconductors·Stock Market·Technology

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

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.

5 January 2026

NASDAQ:AOI·Stock Market·Technology

Technology 5 January 2026

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

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

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

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

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

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

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

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

Western Digital (WDC) stock whipsaws as AI memory crunch drives storage trade

Marvell stock (MRVL) rises after Melius upgrade sets $135 target ahead of CES CEO chat

IBM stock climbs as Jefferies turns bullish and lifts target to $360

SiTime stock slumps 9% after topping Wall Street targets, bucking chip rally

Lumentum stock drops 8% in sharp reversal as optics peers slide; Feb. 5 earnings loom

ServiceNow stock rises after ex-Microsoft legal chief joins as president, even as Wall Street trims targets

Ciena stock sinks as optics rally cools; traders eye short-interest uptick and next catalysts

AST SpaceMobile stock pops on AT&T beta satellite-to-phone plan — what investors watch next

RIOT stock rises as bitcoin climbs; Riot’s data-center pivot and $500 million share-sale plan in focus

Applied Materials stock hits a fresh record — what’s driving AMAT’s outsized rally today

Lam Research stock jumps 6% as chip-tool rally builds on BofA AI call ahead of CES

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

TechStock² Updates

FTSE 100 Weekly Wrap: Two Sessions Accounted for Majority of Gains

S&P 500 Rises 1% Over the Week While AI Impact Leads to Mixed Results Among Major Tech Stocks

Stock Market Today: Live Updates 01.08.2026

Oracle (NYSE:ORCL) Shares Climb 13% After Gemini Deal and Strong Cloud Results Boost Investor Confidence

Inno Holdings (NASDAQ:INHD) Falls 54% as Updated Share Total Suggests $45 Million Valuation

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