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Technology 2 January 2026

IREN stock back in focus as big funds build stakes ahead of Microsoft AI rollout

IREN stock back in focus as big funds build stakes ahead of Microsoft AI rollout

Institutional investors have been building positions in IREN Ltd as the Nasdaq-listed data centre operator pushes deeper into artificial intelligence cloud services, a report said on Friday. Shares were down about 1.3% at $37.77 in premarket trading. https://www.ad-hoc-news.de/boerse/ueberblick/institutional-investors-capitalize-on-iren-s-ai-infrastructure-pivot/68450663
NIO posts record December deliveries as CEO says 1 millionth vehicle is days away

NIO posts record December deliveries as CEO says 1 millionth vehicle is days away

NIO said on Thursday it delivered a record 48,135 vehicles in December 2025, up 54.6% from a year earlier, including 31,897 under its NIO brand, 9,154 under its family-oriented Onvo brand and 7,084 under its Firefly line. Fourth-quarter deliveries hit 124,807, up 71.7% year-on-year, while full-year deliveries reached 326,028, taking cumulative deliveries to 997,592 as of Dec. 31, the company said. nio.com+2EV+2
ASML stock slips in premarket after Aletheia upgrade lifts target to $1,500

ASML stock slips in premarket after Aletheia upgrade lifts target to $1,500

ASML Holding N.V. shares slipped 0.25% in U.S. premarket trading on Friday to $1,069.86. Aletheia Capital analyst Warren Lau double upgraded the Dutch chipmaking-equipment maker to Buy from Sell and raised his price target, an analyst estimate of where a stock should trade, to $1,500 from $750, TheFly reported. Lau told investors in a research note that “stronger extreme ultraviolet lithography demand from DRAM suppliers” would lift forecasts; extreme ultraviolet lithography is used to print the smallest chip features, and DRAM is a common type of memory chip. tipranks.com
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#1 STRONG BUY

Xylem

NYSE: XYL 94 / 100
#2 STRONG BUY

AerCap

NYSE: AER 92 / 100
#3 BUY ON WEAKNESS

Visa

NYSE: V 90 / 100
#4 BUY

Chevron

NYSE: CVX 86 / 100
#5 ACCUMULATE

UPS

NYSE: UPS 84 / 100
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