Qualcomm stock rises on Google auto AI tie-up, Snapdragon X2 laptop push at CES 2026

Qualcomm Incorporated shares rose on Monday after the chip designer and Alphabet’s Google broadened their automotive partnership at CES in Las Vegas. The stock was up about 1.7% at $175.96 in afternoon trade, after rising as much as 3.4% earlier.

5 January 2026

Jabil stock slides on Hanley Energy buy: what the $725 million AI data center deal means for JBL

Shares of Jabil Inc fell about 7% on Monday after the electronics manufacturing services provider said it had completed its purchase of data center power specialist Hanley Energy Group. The stock was down 7.3% at $222.90, after swinging between $248.88 and $222.86. Business Wire

5 January 2026

Data Centers·NYSE:JBL·Stock Market·Technology

Western Digital (WDC) stock whipsaws as AI memory crunch drives storage trade

Western Digital Corp shares reversed early gains on Monday as investors re-priced the crowded “AI infrastructure” trade across storage and memory-linked names. The stock was down 0.9% at $186.00 in afternoon trading, after rising as much as 4.3% and trading between $182.77 and $195.75.

5 January 2026

Artificial Intelligence·NASDAQ:WDC·Stock Market·Technology

Marvell stock (MRVL) rises after Melius upgrade sets $135 target ahead of CES CEO chat

Marvell Technology, Inc. shares rose on Monday after Melius Research upgraded the chipmaker, keeping the stock in positive territory after an early spike. The shares were up about 1.5% at $90.69 after opening at $93.08.

5 January 2026

NASDAQ:MRVL·Stock Market·Technology

IBM stock climbs as Jefferies turns bullish and lifts target to $360

International Business Machines shares rose 1.6% to $296.24 in afternoon trading on Monday, after Jefferies upgraded the stock and RBC Capital raised its price target. The shares traded between $293.00 and $299.18 on the day.

5 January 2026

NYSE:IBM·Stock Market·Technology

SiTime stock slumps 9% after topping Wall Street targets, bucking chip rally

SiTime Corp shares slid about 9% on Monday afternoon, reversing an earlier rise and wiping out a chunk of the timing-chip maker’s start-of-year gains. The Nasdaq-listed stock was down $33.46 at $336.50, after trading as high as $382 and as low as $333.33.

5 January 2026

Earnings Reports·NASDAQ:SITM·Semiconductors·Stock Market·Technology

Lumentum stock drops 8% in sharp reversal as optics peers slide; Feb. 5 earnings loom

Shares of Lumentum Holdings Inc fell 8.1% to $354.87 on Monday, after trading between $345 and $394.48 in a volatile session. About 4.2 million shares had changed hands by early afternoon.

5 January 2026

Earnings Reports·NASDAQ:LITE·Stock Market·Technology

ServiceNow stock rises after ex-Microsoft legal chief joins as president, even as Wall Street trims targets

ServiceNow shares rose on Monday after the enterprise workflow software maker said it hired former Microsoft legal executive Hossein Nowbar as president and chief legal officer. The stock was up 0.6% at $148.38 in afternoon trading. TipRanks

5 January 2026

NASDAQ:NOW·Technology

Ciena stock sinks as optics rally cools; traders eye short-interest uptick and next catalysts

Ciena Corp shares were down about 7.8% at $226.75 in midday New York trading on Monday, after touching $253.30 earlier in the session and then sliding to a low of $223.61.

5 January 2026

NASDAQ:CIEN·NASDAQ:LITE·Technology

AST SpaceMobile stock pops on AT&T beta satellite-to-phone plan — what investors watch next

AST SpaceMobile shares climbed on Monday after AT&T said it plans to begin a beta “direct-to-device” satellite service in the first half of 2026 using AST’s network, a step investors have been waiting for as the company pushes toward commercial use. Light Reading

5 January 2026

NASDAQ:ASTS·NYSE:T·Stock Market·Technology

RIOT stock rises as bitcoin climbs; Riot’s data-center pivot and $500 million share-sale plan in focus

Shares of Riot Platforms, Inc were up 2.4% at $14.50 by midday on Monday, tracking a roughly 2.5% rise in bitcoin to about $93,612. Trading volume topped 6.4 million shares.

5 January 2026

Cryptocurrency·NASDAQ:CLSK·NASDAQ:COIN·NASDAQ:HUT·NASDAQ:MARA·NASDAQ:RIOT·Technology

Applied Materials stock hits a fresh record — what’s driving AMAT’s outsized rally today

Applied Materials shares were up about 6.7% at $286.96 on Monday, after touching an intraday record of $287.68.

5 January 2026

NASDAQ:AMAT·Stock Market·Technology

Lam Research stock jumps 6% as chip-tool rally builds on BofA AI call ahead of CES

Lam Research stock climbed about 6.4% to $196.90 in late-morning New York trading on Monday, valuing the chip equipment maker at about $162 billion. The shares touched $198.34 earlier in the session, market data showed.

5 January 2026

Artificial Intelligence·NASDAQ:LRCX·Semiconductors·Stock Market·Technology

AAOI stock slides 8% as Applied Optoelectronics gives back Friday rally on AI optics trade

Applied Optoelectronics, Inc shares fell about 8% to $36.43 in late morning trade on Monday, after earlier touching $41.28. The Nasdaq-listed stock opened at $41.05 before sliding to session lows.

5 January 2026

NASDAQ:AOI·Stock Market·Technology

Salesforce stock rises as RBC lifts price target, AI demand back in focus

Salesforce shares rose about 1.4% to $257.07 on Monday, tracking a firmer tone in U.S. equities after RBC Capital Markets raised its price target on the enterprise software maker.

5 January 2026

Artificial Intelligence·NYSE:CRM·Technology

Baidu stock slides as Kunlunxin Hong Kong IPO plan shifts focus to timing, approvals

Baidu’s U.S.-listed shares fell 3.7% to $144.75 in morning trading on Monday, retreating from Friday’s close of $150.30 as investors took profits after last week’s surge.

5 January 2026

IPO News·NASDAQ:BIDU·Stock Market·Technology

ASML stock just hit another record after Bernstein’s upgrade puts AI memory spending in the spotlight

ASML shares touched a new record on Monday after Bernstein upgraded the Dutch chipmaking equipment maker, pushing its price target sharply higher and extending a run that has turned the stock into one of Europe’s standout technology winners.

5 January 2026

AMS:ASML·Stock Market·Technology

Sandisk stock rises on chip-shortage bets as SNDK heads into Jan. 29 earnings

Sandisk Corp shares rose 2.6% in early trading on Monday, extending a rally in U.S. memory and storage names after reports that chip shortages could translate into higher prices. Micron Technology was up 2.8% and Western Digital gained 3.1%, Reuters reported. Reuters

5 January 2026

Earnings Reports·NASDAQ:SNDK·Stock Market·Technology

Broadcom (AVGO) stock slides while chip peers rally — what’s weighing on shares now

Broadcom Inc shares slid on Monday, bucking a broader lift in chip stocks as investors kept a tight focus on the cost of the AI buildout and what it means for margins across the sector.

5 January 2026

NASDAQ:AVGO·Semiconductors·Stock Market·Technology

AMD stock rises as CES keynotes near; traders watch Lisa Su and Nvidia updates

Advanced Micro Devices shares edged higher on Monday, tracking gains across chip stocks as investors positioned ahead of a pair of CES events featuring the CEOs of AMD and rival Nvidia.

5 January 2026

NASDAQ:AMD·NASDAQ:INTC·NASDAQ:NVDA·NVIDIA·Stock Market·Technology

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Jabil stock slides on Hanley Energy buy: what the $725 million AI data center deal means for JBL

Western Digital (WDC) stock whipsaws as AI memory crunch drives storage trade

Marvell stock (MRVL) rises after Melius upgrade sets $135 target ahead of CES CEO chat

IBM stock climbs as Jefferies turns bullish and lifts target to $360

SiTime stock slumps 9% after topping Wall Street targets, bucking chip rally

Lumentum stock drops 8% in sharp reversal as optics peers slide; Feb. 5 earnings loom

ServiceNow stock rises after ex-Microsoft legal chief joins as president, even as Wall Street trims targets

Ciena stock sinks as optics rally cools; traders eye short-interest uptick and next catalysts

AST SpaceMobile stock pops on AT&T beta satellite-to-phone plan — what investors watch next

RIOT stock rises as bitcoin climbs; Riot’s data-center pivot and $500 million share-sale plan in focus

Applied Materials stock hits a fresh record — what’s driving AMAT’s outsized rally today

Lam Research stock jumps 6% as chip-tool rally builds on BofA AI call ahead of CES

AAOI stock slides 8% as Applied Optoelectronics gives back Friday rally on AI optics trade

Salesforce stock rises as RBC lifts price target, AI demand back in focus

Baidu stock slides as Kunlunxin Hong Kong IPO plan shifts focus to timing, approvals

ASML stock just hit another record after Bernstein’s upgrade puts AI memory spending in the spotlight

Sandisk stock rises on chip-shortage bets as SNDK heads into Jan. 29 earnings

Broadcom (AVGO) stock slides while chip peers rally — what’s weighing on shares now

AMD stock rises as CES keynotes near; traders watch Lisa Su and Nvidia updates

TechStock² Updates

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NVIDIA Stock Jumps 7.4% Premarket, Adding $374 Billion After $96.2 Billion Quarter

Alphabet Slides 1.2% as Waymo’s Munich Ambition Faces $1.8 Billion Loss Benchmark

U.S. Home Prices Gain 1.5% as Inflation Keeps Real Values Down for 13th Month

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