IREN stock rises as Bernstein calls it a “top AI pick” — what traders watch next

IREN Limited shares climbed about 4.6% on Friday to $47.76, adding to a choppy start to the year for the bitcoin miner turned AI data-center play. In heavy volume, the stock swung between a high of $49.99 and a low of $45.52.

9 January 2026

Applied Materials stock jumps toward $300 as TSMC sales beat and analysts lift AMAT targets

Applied Materials Inc shares jumped about 6% on Friday, at one point topping $300, as chip-equipment names moved higher. AMAT was up 6% at $298.53 in afternoon trading. Lam Research rose about 8%, KLA was up about 5% and ASML added about 6%, while the iShares Semiconductor ETF gained nearly 3%.

9 January 2026

Earnings·NASDAQ:AMAT·NYSE:TSM·Semiconductors·Stock Market·Technology

Lumentum stock slips in choppy trade as Wall Street lifts targets to $455-$470

Shares of Lumentum Holdings Inc were down 2.4% at $339.88 by early afternoon on Friday, pulling back after a violent week for the optical components maker. The stock has traded between $334.01 and $362.63 so far, with about 3.7 million shares changing hands.

9 January 2026

NASDAQ:LITE·Stock Market·Technology

Sandisk stock jumps as report flags potential doubling of enterprise NAND prices

Sandisk Corp shares rose 9.9% to $367.53 by midday Friday, a sharp rebound after a choppy start to the year for memory and storage names. The move followed a report that flagged a possible jump in prices for enterprise flash components.

9 January 2026

NASDAQ:SNDK·Stock Market·Technology

Mastercard stock slips as Apple taps JPMorgan for Apple Card — and keeps Mastercard network

Mastercard shares slipped on Friday after Apple and JPMorgan Chase said Chase will become the new issuer of Apple Card, a deal that keeps Mastercard as the card’s payment network. Shares were down about 0.2% at $578.98 in midday trading.

9 January 2026

NASDAQ:AAPL·NYSE:JPM·NYSE:MA·Technology

Ford stock slips today after Piper upgrade pop as investors weigh Ford’s “eyes-off” driving push

Ford Motor shares fell 1.5% to $14.19 in midday trading on Friday, after touching $14.43 earlier in the session. The stock opened at $14.32.

9 January 2026

Autonomous Vehicles·NYSE:F·Stock Market·Technology

Western Digital stock bounces as Fidelity discloses 10.1% stake; eyes turn to Jan. 22 earnings

Western Digital Corp shares climbed Friday after a regulatory filing showed Fidelity’s FMR LLC owned more than 10% of the data storage maker. The broader storage group also bounced back following Thursday’s pullback. Western Digital was up 1.7% at $190.87 as of 12:11 p.m. EST.

9 January 2026

Earnings Reports·NYSE:WDC·Stock Market·Technology

Bloom Energy stock jumps again as $2.65B AEP fuel-cell order keeps Wyoming data-center trade in focus

Bloom Energy Corp shares rose 3.6% to $126.23 in late morning trading after hitting an earlier high of $129.96. The session low was $120.62.

9 January 2026

Data Centers·NYSE:AEP·NYSE:BE·Renewable Energy·Stock Market·Technology

CompoSecure stock jumps after JPMorgan lands Apple Card deal, fueling metal-card hopes

CompoSecure shares rose about 6.4% to $22.79 in morning trade on Friday, riding a fresh wave of attention after JPMorgan Chase agreed to take over Apple’s credit-card program from Goldman Sachs.

9 January 2026

NASDAQ:AAPL·NYSE:GS·NYSE:JPM·NYSE:MA·Stock Market·Technology

Oracle stock jumps nearly 3% after soft US jobs data, but AI spending worries linger

Oracle Corp shares rose nearly 3% on Friday, tracking a broader bounce in U.S. equities after a softer-than-expected jobs report eased pressure on rate-cut expectations. The stock was up 2.9% at $195.07, after trading as low as $188.91 earlier in the session.

9 January 2026

Artificial Intelligence·NASDAQ:ORCL·Stock Market·Technology

Intel stock jumps 6% as Trump praises CEO meeting, earnings loom

Intel shares rose about 6% on Friday, lifting the stock toward its best levels of the week, after fresh attention on the chipmaker followed President Donald Trump’s comments about a meeting with CEO Lip-Bu Tan. The shares were up 6.1% at $43.62 in late-morning trade.

9 January 2026

Earnings Reports·NASDAQ:INTC·Stock Market·Technology

Applied Digital stock jumps again as hyperscaler talks and $2.35B financing keep APLD in play

Applied Digital Corp shares rose about 11% to $35.38 on Friday, extending a post-earnings run for the AI data center developer as investors focused on new customer talks and the company’s funding stack. Broader U.S. equities were modestly higher.

9 January 2026

NASDAQ:APLD·Stock Market·Technology

Intel stock jumps again as AI PC chips and foundry bets pull buyers back

Intel shares rose again Friday, stretching a steep run this week as traders latched onto new catalysts around artificial intelligence PCs and the company’s drive to manufacture chips for outside customers.

9 January 2026

Artificial Intelligence·NASDAQ:INTC·Semiconductors·Technology

AST SpaceMobile stock jumps again as BofA lifts target to $100, Scotiabank calls valuation “irrational”

AST SpaceMobile shares climbed again Friday after Bank of America raised its price target, with the stock looking to find its footing after a steep drop sparked by a Scotiabank downgrade. The shares were up about 8% at $97.60 in morning trade.https://sherwood.news/markets/ast-spacemobile-rises-after-favorable-commentary-from-bofa/

9 January 2026

NASDAQ:ASTS·Stock Market·Technology

Alphabet (GOOG) stock rises as Cantor turns bullish and Google’s Wiz deal clock ticks

Alphabet Inc’s Class C shares jumped 1.2% Friday morning, tacking on $4.06 to reach $330.07. A fresh brokerage upgrade built on recent deal flow and upbeat earnings news from the Google parent.

9 January 2026

NASDAQ:GOOG·Stock Market·Technology

Sandisk stock rebounds on soft US jobs report; what’s driving SNDK now

Sandisk Corp jumped roughly 7% on Friday, with chip and storage names catching their breath following the previous session’s drop. The stock traded at $357.90 at 10:25 a.m. ET, up 7%, after bouncing from a low of $330.96 to a high of $365.50 earlier.

9 January 2026

NASDAQ:MU·NASDAQ:SNDK·NASDAQ:STX·NYSE:WDC·Stock Market·Technology·US Economy

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

Vistra Corp shares rose about 14.4% to $172.26 in morning trade on Friday after Meta Platforms said it signed 20-year agreements to buy power from three Vistra nuclear plants. Oklo, another partner named by Meta, climbed about 16%.

9 January 2026

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

Meta stock ticks up as nuclear power deals aim to fuel AI data centers

Meta Platforms shares were up 0.1% on Friday after the Facebook owner announced nuclear power agreements aimed at locking in electricity for its growing AI data centers. Vistra climbed 14.6% and reactor developer Oklo gained 15.8%, while the Nasdaq 100-tracking Invesco QQQ ETF edged up 0.3%.

9 January 2026

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

Apple stock slips before the bell as Alphabet leapfrogs it in value and Apple Card shift stays in focus

Apple was down 0.5% at $259.04 in premarket trade on Friday, after ending Thursday’s session at $260.37.

9 January 2026

NASDAQ:AAPL·NASDAQ:GOOGL·NASDAQ:NVDA·NYSE:GS·NYSE:JPM·Stock Market·Technology

American Airlines stock (AAL) rises premarket as Wall Street lifts targets and free Wi‑Fi rolls out

American Airlines Group Inc shares were up 1.2% at $15.92 in Friday premarket trading, after finishing the previous session at $15.73.

9 January 2026

Airlines·NASDAQ:AAL·Stock Market·Technology

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Alphabet Class A

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Applied Materials stock jumps toward $300 as TSMC sales beat and analysts lift AMAT targets

Lumentum stock slips in choppy trade as Wall Street lifts targets to $455-$470

Sandisk stock jumps as report flags potential doubling of enterprise NAND prices

Mastercard stock slips as Apple taps JPMorgan for Apple Card — and keeps Mastercard network

Ford stock slips today after Piper upgrade pop as investors weigh Ford’s “eyes-off” driving push

Western Digital stock bounces as Fidelity discloses 10.1% stake; eyes turn to Jan. 22 earnings

Bloom Energy stock jumps again as $2.65B AEP fuel-cell order keeps Wyoming data-center trade in focus

CompoSecure stock jumps after JPMorgan lands Apple Card deal, fueling metal-card hopes

Oracle stock jumps nearly 3% after soft US jobs data, but AI spending worries linger

Intel stock jumps 6% as Trump praises CEO meeting, earnings loom

Applied Digital stock jumps again as hyperscaler talks and $2.35B financing keep APLD in play

Intel stock jumps again as AI PC chips and foundry bets pull buyers back

AST SpaceMobile stock jumps again as BofA lifts target to $100, Scotiabank calls valuation “irrational”

Alphabet (GOOG) stock rises as Cantor turns bullish and Google’s Wiz deal clock ticks

Sandisk stock rebounds on soft US jobs report; what’s driving SNDK now

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

Meta stock ticks up as nuclear power deals aim to fuel AI data centers

Apple stock slips before the bell as Alphabet leapfrogs it in value and Apple Card shift stays in focus

American Airlines stock (AAL) rises premarket as Wall Street lifts targets and free Wi‑Fi rolls out

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US Stock Market Today 08/27/2026 [UPDATE: 02:08 EDT] [Nvidia Keeps Nasdaq Futures 0.9% Higher Overnight]

Wendy’s Shares Drop 13.3% After Hours Following Trian Statement Ruling Out Bid

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