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

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

Intel stock slips as Trump bump cools and analysts stay cautious ahead of earnings

Intel shares dropped 1.1% to $45.06 in early Monday trading, retreating slightly after a strong rally that thrust the chipmaker back into the spotlight on momentum screens.

12 January 2026

Earnings Reports·NASDAQ:INTC·Stock Market·Technology

Lam Research stock holds near highs after Susquehanna lifts LRCX target to $250

Lam Research shares inched up 0.3% to $219.05 on Monday after Susquehanna lifted its price target for the chip-equipment giant to $250, maintaining a Positive rating. Analyst Mehdi Hosseini cited channel checks indicating the industry is gearing up for roughly $120 billion in wafer-fab equipment spending, with projections exceeding $150 billion over the longer term.

12 January 2026

NASDAQ:LRCX·Stock Market·Technology

Google Gemini adds Walmart checkout: Alphabet’s new AI shopping push puts GOOGL stock in focus

Walmart shares gained roughly 2% Monday as Alphabet slipped, following news the retailer’s shopping experience will be integrated into Google’s Gemini assistant. Shoppers can now build carts and complete checkout without leaving the chat interface. “We aren’t just watching the shift, we are driving it,” said John Furner, Walmart U.S. chief and incoming CEO.

12 January 2026

Artificial Intelligence·E-Commerce·NASDAQ:GOOGL·NYSE:WMT·Stock Market·Technology

Duolingo stock sinks on CFO exit, new finance chief pay package and early Q4 user update

Duolingo shares dropped roughly 7% Monday following the announcement that CFO Matt Skaruppa is stepping down. The language app company also released a preliminary update on its Q4 operating metrics.

12 January 2026

NASDAQ:DUOL·Stock Market·Technology

Palantir stock rises as Citi flips to Buy and lifts target to $235

Shares of Palantir Technologies climbed 1.8% to $180.70 in early Monday trading after Citigroup upgraded the data analytics company to a “buy” rating. The bank also raised its price target to $235, projecting where the stock might head over the next year. Earlier, the stock fluctuated between $174.03 and $182.48.

12 January 2026

NYSE:PLTR·Stock Market·Technology