Stock market today: S&P 500, Nasdaq start 2026 higher as tech rebounds; Intuit sinks on co-founder sale

U.S. stocks rose on Friday, the first trading day of 2026, as investors returned to heavyweight technology names. Intuit fell after a regulatory filing showed co-founder and director Scott Cook sold shares.

2 January 2026

Stock market today: Dow, S&P 500, Nasdaq start 2026 higher as tech and chipmakers lead

Wall Street’s main indexes opened higher on Friday, kicking off 2026 on an upbeat note after a late-December pullback. The Dow rose 42.7 points to 48,105.98 at the opening bell, while the S&P 500 gained 32.6 points to 6,878.11 and the Nasdaq added 239.5 points to 23,481.49. Reuters

2 January 2026

LSE:RR.L·Stock Market·Technology

Tesla deliveries miss as Baidu pops on AI chip IPO plan and Nasdaq opens 2026 higher

The S&P 500 and Nasdaq opened 2026 on firmer footing on Friday, led by a rebound in technology shares. At 10:13 a.m. ET, the Dow was down 0.01%, the S&P 500 was up 0.38% and the Nasdaq Composite gained 0.75%. Reuters

2 January 2026

Artificial Intelligence·Electric Vehicles·IPO News·NASDAQ:BIDU·NASDAQ:TSLA·Stock Market·Technology

AppLovin stock slides into 2026 as investors test its sky-high margins

AppLovin shares fell about 6% on Friday morning, extending a retreat that began in the final days of 2025 as investors reassessed one of the market’s standout momentum names.

2 January 2026

NASDAQ:APP·Stock Market·Technology

Alphabet stock rises to start 2026 as analysts flag AI-search tailwinds for GOOG

Alphabet’s Class C shares rose 1.3% to $317.82 by 10:13 a.m. ET on Friday, after the Google parent opened higher with the broader tech complex. The stock touched an intraday high of $322.86.

2 January 2026

Artificial Intelligence·NASDAQ:GOOG·Stock Market·Technology

ASML shares jump after surprise Aletheia upgrade flips outlook on EUV demand

ASML shares rose more than 3% on Friday after Aletheia Capital upgraded the Dutch semiconductor equipment maker to “buy” from “sell” and doubled its price target — an analyst estimate of where a stock should trade — to $1,500. Investing

2 January 2026

AMS:ASML.AS·Semiconductors·Technology

Applied Digital (APLD) stock rises in premarket as ChronoScale spin-out plan stays in focus

Shares of Applied Digital Corporation rose 3.6% to $25.40 in premarket trading on Friday, after ending the last session at $24.52, according to Public.com data. The stock traded between $25.35 and $25.40 in early action. Public

2 January 2026

NASDAQ:APLD·Stock Market·Technology

IREN stock back in focus as big funds build stakes ahead of Microsoft AI rollout

Institutional investors have been building positions in IREN Ltd as the Nasdaq-listed data centre operator pushes deeper into artificial intelligence cloud services, a report said on Friday. Shares were down about 1.3% at $37.77 in premarket trading. https://www.ad-hoc-news.de/boerse/ueberblick/institutional-investors-capitalize-on-iren-s-ai-infrastructure-pivot/68450663

2 January 2026

NASDAQ:IREN·Stock Market·Technology

Google stock’s best year since 2009 sets up a tougher 2026 test for Alphabet’s AI spending

Alphabet, the parent of Google, is starting 2026 after its shares rose 65% in 2025, the company’s best annual performance since 2009. The stock hit its 2025 low in April before rallying more than 100% from those levels, CNBC reported.

2 January 2026

Artificial Intelligence·NASDAQ:GOOGL·Stock Market·Technology

Intel stock rises in premarket as 2026 trading begins; INTC in focus on foundry, Panther Lake

Intel Corp shares rose 1.8% to $37.56 in premarket trading by 7:09 a.m. ET on Friday, after ending the last session of 2025 down 1.1% at $36.90, MarketBeat data showed. MarketBeat

2 January 2026

NASDAQ:INTC·Stock Market·Technology

NIO posts record December deliveries as CEO says 1 millionth vehicle is days away

NIO said on Thursday it delivered a record 48,135 vehicles in December 2025, up 54.6% from a year earlier, including 31,897 under its NIO brand, 9,154 under its family-oriented Onvo brand and 7,084 under its Firefly line. Fourth-quarter deliveries hit 124,807, up 71.7% year-on-year, while full-year deliveries reached 326,028, taking cumulative deliveries to 997,592 as of Dec. 31, the company said. nio.com+2EV+2

2 January 2026

Electric Vehicles·NYSE:NIO·Technology

Rocket Lab (RKLB) stock rises in premarket as Space Force satellite deal stays in focus

Rocket Lab Corp shares rose 3.5% to $72.20 in premarket trading on Friday, after ending December 31 at $69.76. The stock has been choppy since late December, when it touched $79.83 intraday on Dec. 24 before slipping below $70 into year-end, data from StockAnalysis.com showed. StockAnalysis

2 January 2026

NASDAQ:RKLB·Rocket Lab·Space Industry·Stock Market·Technology

ASML stock slips in premarket after Aletheia upgrade lifts target to $1,500

ASML Holding N.V. shares slipped 0.25% in U.S. premarket trading on Friday to $1,069.86. Aletheia Capital analyst Warren Lau double upgraded the Dutch chipmaking-equipment maker to Buy from Sell and raised his price target, an analyst estimate of where a stock should trade, to $1,500 from $750, TheFly reported. Lau told investors in a research note that “stronger extreme ultraviolet lithography demand from DRAM suppliers” would lift forecasts; extreme ultraviolet lithography is used to print the smallest chip features, and DRAM is a common type of memory chip. tipranks.com

2 January 2026

NASDAQ:ASML·Stock Market·Technology

Tencent stock jumps in Hong Kong on AI-fueled tech rally; buyback filing in focus

Tencent Holdings Ltd shares rose 4.0% in Hong Kong on Friday, riding a technology-led rally that kicked off 2026 on a strong note. FT Markets

2 January 2026

Artificial Intelligence·HKG:0700.HK·Stock Market·Technology

AMD stock price today: CES 2026 keynote looms after year-end dip

Shares of Advanced Micro Devices, Inc. last closed on Dec. 31 down about 0.5% at $214.16. The stock traded between $213.61 and $217.54, with about 17.6 million shares changing hands.

2 January 2026

NASDAQ:AMD·Stock Market·Technology

Micron stock (MU) set for first 2026 session after year-end slide as HBM race heats up

Micron Technology shares head into the first U.S. trading session of 2026 after sliding in the year’s final session, as investors locked in gains in mega-cap tech and chip names.

2 January 2026

NASDAQ:MU·Semiconductors·Stock Market·Technology

Baidu stock in focus as Kunlunxin Hong Kong listing plan lands — and Jefferies lifts target

Baidu Inc said it has submitted a confidential listing application in Hong Kong for its artificial intelligence chip unit Kunlunxin, setting up a proposed spin-off and separate listing. The company said the transaction is not finalized and would require regulatory steps before it can proceed. PR Newswire

2 January 2026

NASDAQ:BIDU·Stock Market·Technology

UiPath stock set for Jan. 2 open after CEO share sale, S&P MidCap 400 entry looms (PATH)

UiPath Inc. shares ended the last trading day of 2025 down 1.7% at $16.39, after a regulatory filing showed Chief Executive Daniel Dines sold another block of stock. The shares were last at $16.34 in after-hours trading. StockAnalysis+1

2 January 2026

NASDAQ:PATH·NASDAQ:PNFP·NYSE:SNV·Stock Market·Technology

Oracle stock forecast 2026: AI spending scrutiny and new cloud challengers put ORCL in focus

Brookfield is starting its own cloud business to lease chips inside data centers directly to artificial-intelligence developers, The Information reported on Wednesday. The venture is tied to a new $10 billion AI fund and a cloud unit called Radiant, the report said. Brookfield did not immediately respond to a request for comment. Reuters

2 January 2026

Artificial Intelligence·Cloud Computing·NYSE:ORCL·Stock Market·Technology

AMD Stock Forecast 2026: Wall Street Sees 32% Upside as CES Keynote Nears

As 2026 begins, Wall Street’s average 12-month price target for Advanced Micro Devices sits at $282.82, implying about 32% upside from $214.16, according to Investing.com data.

2 January 2026

Financial Forecasts·NASDAQ:AMD·Stock Market·Technology

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Stock market today: Dow, S&P 500, Nasdaq start 2026 higher as tech and chipmakers lead

Tesla deliveries miss as Baidu pops on AI chip IPO plan and Nasdaq opens 2026 higher

AppLovin stock slides into 2026 as investors test its sky-high margins

Alphabet stock rises to start 2026 as analysts flag AI-search tailwinds for GOOG

ASML shares jump after surprise Aletheia upgrade flips outlook on EUV demand

Applied Digital (APLD) stock rises in premarket as ChronoScale spin-out plan stays in focus

IREN stock back in focus as big funds build stakes ahead of Microsoft AI rollout

Google stock’s best year since 2009 sets up a tougher 2026 test for Alphabet’s AI spending

Intel stock rises in premarket as 2026 trading begins; INTC in focus on foundry, Panther Lake

NIO posts record December deliveries as CEO says 1 millionth vehicle is days away

Rocket Lab (RKLB) stock rises in premarket as Space Force satellite deal stays in focus

ASML stock slips in premarket after Aletheia upgrade lifts target to $1,500

Tencent stock jumps in Hong Kong on AI-fueled tech rally; buyback filing in focus

AMD stock price today: CES 2026 keynote looms after year-end dip

Micron stock (MU) set for first 2026 session after year-end slide as HBM race heats up

Baidu stock in focus as Kunlunxin Hong Kong listing plan lands — and Jefferies lifts target

UiPath stock set for Jan. 2 open after CEO share sale, S&P MidCap 400 entry looms (PATH)

Oracle stock forecast 2026: AI spending scrutiny and new cloud challengers put ORCL in focus

AMD Stock Forecast 2026: Wall Street Sees 32% Upside as CES Keynote Nears

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VolitionRx Shares Surge 97.5% Before Market Open as Sepsis Test Validation Sparks Tenfold Volume

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