Lumentum stock jolts again as Needham hikes target to $470 and Mizuho taps AI optics

Lumentum Holdings Inc bounced between $333 and $363 on Friday before settling up 0.9% at $351.42. In after-hours, the stock dipped roughly 0.4% to about $350, following Needham’s boost of its price target from $290 to $470, and a day after shares dropped 11.4%.

9 January 2026

Vistra stock jumps after Meta signs 20-year nuclear power deal to feed AI data centers

Vistra Corp shares rose 10.5% in after-hours trading on Friday after Meta Platforms said it struck 20-year agreements to buy power from three Vistra nuclear plants. Shares were at $166.37 after swinging between $150.83 and $178.40 earlier in the day. Meta also said it will work with Oklo and TerraPower on small modular reactors, or SMRs — smaller nuclear units meant to be built largely in factories.

9 January 2026

Artificial Intelligence·Energy·NASDAQ:META·NYSE:VST·Stock Market·Technology

AppLovin stock jumps 5% as Wells Fargo lifts target to $735

AppLovin Corp shares rose about 5% on Friday to close at $647.72, after swinging between $612.65 and $649.51. The stock was little changed in after-hours trading, with traders marking the day’s low as near-term support and the $650 area as the next resistance.

9 January 2026

NASDAQ:APP·Stock Market·Technology

AMD stock dips after hours as focus shifts from CES to the next catalysts

Advanced Micro Devices Inc shares fell 0.7% to $203.17 in after-hours trading on Friday, with the stock still in the orbit of big tech and chip-sector positioning.

9 January 2026

Earnings Reports·NASDAQ:AMD·NASDAQ:AVGO·NASDAQ:NVDA·Stock Market·Technology

Oracle stock (ORCL) jumps toward $200 after-hours as AI deal backlog stays in focus

Oracle shares rose 4.7% to $198.52 in after-hours trading on Friday, after briefly topping $200 during the regular session. Shares traded between $188.91 and $200.13 on the day, with volume at about 26 million shares.

9 January 2026

Artificial Intelligence·NYSE:ORCL·Stock Market·Technology

Alphabet (GOOG) stock ticks up after-hours as Google sets Feb. 4 earnings call, CEO sale disclosed

Alphabet’s Class C shares added about 1% to $329.14 in after-hours trading Friday.

9 January 2026

Earnings Reports·NASDAQ:GOOG·Stock Market·Technology

Broadcom stock jumps after Mizuho lifts target to $480 as chip rally hits record highs

Broadcom Inc. shares climbed about 3.7% on Friday and were last at $344.87 shortly after the close, after Mizuho raised its price target on the chip and software company to $480.

9 January 2026

NASDAQ:AVGO·Semiconductors·Stock Market·Technology

Meta stock edges higher after nuclear power deals aimed at AI data centers

Meta Platforms, Inc. shares rose 1.1% to $653.06 in after-hours trading on Friday after the Facebook owner unveiled a slate of nuclear power agreements meant to supply its power-hungry AI data centers. Meta said deals with Vistra, Oklo and TerraPower could back as much as 6.6 gigawatts of new and existing nuclear capacity by 2035.

9 January 2026

Artificial Intelligence·Energy·NASDAQ:META·NYSE:CEG·NYSE:VST·Stock Market·Technology

Apple stock snaps 7-session skid as Evercore lifts target; Apple Card switch looms

Apple Inc shares rose 0.13% to $259.37 at the close on Friday, snapping a seven-session losing streak. The stock traded between $256.27 and $260.20.

9 January 2026

NASDAQ:AAPL·Stock Market·Technology

Sandisk stock jumps on report of possible enterprise NAND price doubling — what’s next for SNDK

Sandisk climbed 12.8% to $377.41 in after-hours trading on Friday after a report said the flash-memory maker could more than double prices for some high-capacity 3D NAND chips used in enterprise solid-state drives. Nomura Securities said “channel checks” showed enterprise-grade NAND pricing was seeing “especially aggressive increases,” with Sandisk’s enterprise NAND cited as rising more than 100% from the prior quarter. The stock traded between $330.96 and $383.76 during the session, with about 19.2 million shares changing hands.

9 January 2026

NASDAQ:SNDK·Semiconductors·Stock Market·Technology

Microsoft stock holds near $480 as Copilot Checkout rollout sets up a Jan. 28 earnings test

Microsoft Corp shares gained 0.2% to $479.07 on Friday after the software maker leaned further into retail, rolling out a new Copilot checkout feature alongside other AI tools. The company is valued at about $3.85 trillion.

9 January 2026

Artificial Intelligence·Earnings·NASDAQ:MSFT·Technology

Micron stock jumps 5% on Moody’s upgrade, Mizuho target hike as memory bets return

Micron Technology shares rose on Friday after Moody’s upgraded the memory-chip maker’s senior unsecured rating to Baa2 from Baa3, keeping its outlook stable, and an analyst lifted his price target. The stock was last up 5.1% at $343.71, after trading between $326.41 and $345.74.

9 January 2026

NASDAQ:MU·Semiconductors·Stock Market·Technology

Intel stock jumps nearly 10% after Trump praise; earnings in focus

Intel Corp shares jumped on Friday, closing up 9.8% at $45.13 after President Donald Trump praised Chief Executive Lip-Bu Tan following a White House meeting. The stock touched $45.22 intraday, with about 120 million shares traded.

9 January 2026

Earnings Reports·NASDAQ:INTC·Stock Market·Technology

Twilio (TWLO) stock slides as CEO share-sale filing lands; February earnings loom

Twilio shares fell on Friday after a regulatory filing showed Chief Executive Khozema Shipchandler sold stock under a pre-arranged trading plan. The stock was down 3.9% at $132.13, after earlier trading as high as $138.39.

9 January 2026

Earnings Reports·NASDAQ:TWLO·Stock Market·Technology

Palo Alto Networks stock slips after Klarich flags share sale; PANW traders eye next catalyst

Palo Alto Networks shares slipped on Friday, underperforming a broader tech-led rise, after a late-day regulatory filing flagged a planned insider sale. The stock was down $1.52, or 0.8%, at $189.28, after trading between $187.42 and $192.13.

9 January 2026

NASDAQ:PANW·Stock Market·Technology

Texas Instruments stock ticks up as chipmakers rally — what could move TXN next

Texas Instruments stock rose about 1% to $190.24 in afternoon trading on Friday.

9 January 2026

NASDAQ:AVGO·NASDAQ:LRCX·NASDAQ:TXN·NYSE:TSM·Semiconductors·Stock Market·Technology

AST SpaceMobile stock snaps back near $100 as BofA lifts target after Scotiabank cut

AST SpaceMobile shares rose 8.6% to $98.34 in Friday afternoon trading after Bank of America raised its price target on the space-based broadband company to $100 from $85 and kept a Neutral rating.

9 January 2026

NASDAQ:ASTS·Stock Market·Technology

Uber stock slides nearly 3% as CES robotaxi push puts costs back in focus

Uber Technologies Inc shares fell nearly 3% on Friday as CES-driven talk of driverless taxis stirred fresh debate over when the technology pays off at scale. The stock was down 2.8% at $85.16 in afternoon trade, after earlier slipping to $84.97.

9 January 2026

Autonomous Vehicles·NASDAQ:UBER·Stock Market·Technology

Accenture stock price today: ACN slips as jobs data resets rate bets, new retail AI push in focus

Accenture plc shares were down about 0.6% at $280.15 in early afternoon trading on Friday, after sliding to $277.77 at the session low. The broader market was higher, with exchange-traded funds tracking the S&P 500, Nasdaq and Dow up between about 0.4% and 0.8%.

9 January 2026

Artificial Intelligence·NYSE:ACN·Technology

Vistra stock jumps as Meta locks in 20-year nuclear power deal for AI data centers

Vistra shares were up about 11% by midday Friday after the power producer said Meta Platforms had signed long-term contracts tied to three of its nuclear plants. The stock gained $16.51 to $167.11, after hitting an intraday high of $178.40.

9 January 2026

Artificial Intelligence·Data Centers·NASDAQ:META·NYSE:VST·Stock Market·Technology