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Technology News 2 February 2026 - 3 February 2026

Lynas Rare Earths share price jumps after Trump’s Project Vault shakes up rare earth supply talk

Lynas Rare Earths share price jumps after Trump’s Project Vault shakes up rare earth supply talk

Lynas Rare Earths shares rose 3.3% to A$15.25 Tuesday after Trump’s “Project Vault” mineral reserve plan and ahead of further White House comments. The stock rebounded from last week’s drop, when reports of a U.S. retreat from price floor talks triggered sharp losses across the sector. Japan recovered rare-earth-rich seabed mud, while TDK warned of Chinese export limits disrupting supplies. Lynas quarterly revenue rose to A$201.9 million despite lower output.
3 February 2026
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Xero share price jumps on AI push and fresh US payments numbers — here’s what investors watch next

Xero share price jumps on AI push and fresh US payments numbers — here’s what investors watch next

Xero shares rose 2.6% to A$96.10 after an investor briefing outlined AI and U.S. payments plans. The company expects Melio to reach adjusted-EBITDA breakeven by H2 FY28. BillPay payments revenue jumped 74% to NZ$158 million in FY25, while U.S. gross margin slipped to 38%. Xero will update its guidance framework with full-year results on May 14.
3 February 2026
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AppLovin stock rebounds after Google ‘Project Genie’ selloff as Feb. 11 earnings loom

AppLovin stock rebounds after Google ‘Project Genie’ selloff as Feb. 11 earnings loom

AppLovin shares rose 2.1% to $483.00 Monday and gained another 1% after hours, rebounding from Friday’s 17% plunge triggered by Google’s “Project Genie” launch. Analyst reports downplayed long-term risks from Alphabet’s AI tool, maintaining bullish ratings and high price targets. Volatility spiked as investors weighed AI’s impact on mobile gaming and awaited AppLovin’s Feb. 11 earnings report.
3 February 2026
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Lam Research Corporation stock price rises after-hours on CEA-Leti pact — what to watch next

Lam Research Corporation stock price rises after-hours on CEA-Leti pact — what to watch next

Lam Research shares rose 1.7% to $237.50 Monday and gained another 1.2% after hours following news of a multi-year R&D partnership with CEA-Leti targeting specialty chip technologies. The company’s quarterly results and forecasts topped Wall Street estimates. Investors remain cautious ahead of macroeconomic data that could impact chip stocks. The new deal centers on research, with no immediate sales expected.
3 February 2026
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Western Digital stock jumps 8% as AI-storage trade revs up; what to watch next

Western Digital stock jumps 8% as AI-storage trade revs up; what to watch next

Western Digital shares closed up 8% at $270.21 Monday before steadying after hours. The company reported a 25% revenue jump to $3.02 billion in Q2 and raised its Q3 outlook above Wall Street estimates. Investors are watching its Feb. 3 Innovation Day for new targets. Sandisk and Micron also surged as AI demand fueled storage and memory stocks.
3 February 2026
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Alphabet GOOG stock closes higher after-hours as Waymo lands $16B round and earnings loom

Alphabet GOOG stock closes higher after-hours as Waymo lands $16B round and earnings loom

Alphabet’s Class C shares (GOOG) rose 1.9% to $344.90 in late trading Monday after Waymo announced $16 billion in new funding at a $126 billion valuation. Options markets signal a possible swing of over 5% in GOOG shares around this week’s earnings. Waymo now delivers over 400,000 paid rides weekly but faces a federal probe after a vehicle struck a child in California.
3 February 2026
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Microsoft stock slips after-hours as AI spending jitters linger into a big week for cloud peers

Microsoft stock slips after-hours as AI spending jitters linger into a big week for cloud peers

Microsoft shares fell 1.6% to $423.37 in after-hours trading Monday, down $6.96 from the close. The move follows scrutiny of Microsoft’s surging AI-related capital spending and Azure’s outlook after last week’s earnings. Alphabet and Amazon report results this week. The Bureau of Labor Statistics will not release January jobs data Friday due to the partial government shutdown.
3 February 2026
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Sandisk stock jumps 15% after-hours as analyst targets rise on AI storage demand

Sandisk stock jumps 15% after-hours as analyst targets rise on AI storage demand

Sandisk shares jumped 15.5% to $665.24 in after-hours trading Monday after upbeat guidance and price target hikes. Volume reached 28.3 million shares, with the stock swinging between $562.35 and $677.57. Analysts cited strong AI-driven demand for flash storage. Traders now await Alphabet and Amazon earnings for further signals.
3 February 2026
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Micron stock jumps after DRAM price forecast spikes to 95% — what traders watch next

Micron stock jumps after DRAM price forecast spikes to 95% — what traders watch next

Micron shares rose 5.5% to $437.80 in after-hours trading Monday after TrendForce projected DRAM contract prices would jump 90%–95% in Q1. SanDisk surged 15.4% and AMD gained 4% as chip stocks rallied. Investors are watching for further signs of supply tightness and pricing power through mid-February. The S&P 500 closed up 0.5% at 6,976.44.
3 February 2026
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Lockheed Martin stock price today: LMT edges higher after Taiwan contract and Fujitsu tech pact

Lockheed Martin stock price today: LMT edges higher after Taiwan contract and Fujitsu tech pact

Lockheed Martin shares rose 0.5% to $637.50 Monday after announcing a $328.5 million U.S. contract to supply IRST21 Legion-ES sensors to Taiwan’s Air Force. The company also delivered its first Sentinel A4 radar to the U.S. Army and signed a tech partnership with Fujitsu. Broader defense stocks were mixed as investors weighed Washington’s push for faster weapons production.
2 February 2026
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Qualcomm stock price edges up as Wall Street trims targets ahead of Feb. 4 earnings

Qualcomm stock price edges up as Wall Street trims targets ahead of Feb. 4 earnings

Qualcomm shares rose 0.5% to $152.32 Monday afternoon, rebounding from earlier lows ahead of its February 4 earnings report. Cantor Fitzgerald cut its price target to $160, with JPMorgan and Bernstein also lowering targets. Investors are focused on the company’s guidance for the March quarter. Analyst C.J. Muse warned of headwinds from weak smartphone demand and changing customer mix.
2 February 2026
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TTM Technologies stock price jumps about 7% as ex-Army secretary joins board ahead of earnings

TTM Technologies stock price jumps about 7% as ex-Army secretary joins board ahead of earnings

TTM Technologies shares rose 7.1% to $105.19 by early afternoon after the company named Ryan D. McCarthy and Daniel G. Korte as independent directors. Two current board members, including former CEO Thomas T. Edman, will step down in May. Edman disclosed plans to sell 16,800 shares. Investors await the Feb. 4 earnings call for the 2026 outlook.
2 February 2026
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Stock Market Today

Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

7 February 2026
Caterpillar shares surged 7.1% to $726.20 Friday, driving the Dow above 50,000 for the first time. The move erased recent losses and followed insider selling by Group President Bob De Lange earlier in the week. Deere and CNH Industrial also gained as investors rotated into industrial stocks. Markets await next week’s U.S. jobs and inflation data.
Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon stock slides as $200B AI spending plan meets cautious profit outlook

7 February 2026
Amazon shares fell 9% Friday after the company announced plans for $200 billion in 2026 capital spending, mainly for AWS and AI, and issued a first-quarter profit outlook below estimates. The stock drop could erase $200 billion in market value. Fourth-quarter net sales rose 14% to $213.4 billion, while free cash flow declined due to higher spending on AI infrastructure.
Blockchain’s New Pitch: Tracking Supply-Chain Emissions for a Price

Blockchain’s New Pitch: Tracking Supply-Chain Emissions for a Price

7 February 2026
Blockchain industry groups are promoting supply-chain emissions tracking and data transparency, not crypto trading, as key business uses. Companies face mounting pressure to map Scope 3 emissions, which are often hard to verify. Past blockchain supply-chain projects, including Maersk’s TradeLens, struggled with adoption when partners failed to participate.
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