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Technology News 28 January 2026

Nvidia stock price rises on China H200 nod as AI chip shares keep Wall Street near 7,000

Nvidia stock price rises on China H200 nod as AI chip shares keep Wall Street near 7,000

Nvidia shares rose 1.7% after China approved ByteDance, Alibaba, and Tencent to buy over 400,000 H200 AI chips, though no orders have been placed due to strict conditions. Intel and Micron led a rally in chip stocks as investors awaited Fed and Big Tech earnings. Micron announced a $24 billion memory chip plant in Singapore. SK Hynix and ASML both reported record results on AI demand.
28 January 2026
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Texas Instruments stock jumps nearly 10% as AI data-center demand lifts chipmakers

Texas Instruments stock jumps nearly 10% as AI data-center demand lifts chipmakers

Texas Instruments shares rose nearly 10% after forecasting stronger-than-expected first-quarter revenue, citing surging demand for analog chips in AI data centers. Seagate jumped almost 20% on a bullish storage outlook, while Intel gained close to 11%. Investors awaited the Federal Reserve’s policy decision and major tech earnings due Wednesday. ASML reported record Q4 orders and plans 1,700 job cuts.
28 January 2026
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Why Intuitive Machines (LUNR) stock is up today: NASA Artemis II tracking role, fresh $26 target

Why Intuitive Machines (LUNR) stock is up today: NASA Artemis II tracking role, fresh $26 target

Intuitive Machines shares surged 13% to $22.91 after announcing NASA selected it to help track the Artemis II mission, though no payments are involved. Trading volume topped 8.5 million shares by early afternoon. KeyBanc raised its price target to $26, maintaining an Overweight rating. Artemis II’s first launch window opens Feb. 6.
28 January 2026
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Applied Digital stock price slides as APLD gives back Nvidia-CoreWeave rally — what investors watch next

Applied Digital stock price slides as APLD gives back Nvidia-CoreWeave rally — what investors watch next

Applied Digital Corp shares fell 5.2% to $39.19 Wednesday after a recent surge tied to AI data-center demand and CoreWeave’s expansion. The drop followed Nvidia’s $2 billion investment in CoreWeave and news of a partnership to build over 5 gigawatts of AI data centers by 2030. Applied Digital recently broke ground on a new 430-megawatt campus. The company warned in filings that project delays could impact revenue.
28 January 2026
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Western Digital stock jumps 11% as storage shares rally on AI demand signals

Western Digital stock jumps 11% as storage shares rally on AI demand signals

Western Digital shares jumped 11.2% to $280.94 Wednesday, hitting a new intraday high of $281.61, as Seagate soared 19.7% on strong data-center demand signals. The S&P 500 topped 7,000 for the first time. Investors are watching Western Digital’s earnings report Thursday for updates on hard drive pricing and volumes. Mizuho raised its price target to $265, citing continued supply tightness.
28 January 2026
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Seagate stock jumps 21% after forecast beat as AI storage demand tightens

Seagate stock jumps 21% after forecast beat as AI storage demand tightens

Seagate Technology Holdings surged 21% to $448.79 after beating quarterly estimates and raising its outlook above Wall Street forecasts. The rally lifted storage peers and pushed the S&P 500 above 7,000. Seagate projected third-quarter revenue of about $2.9 billion and adjusted EPS of $3.40, both ahead of analyst expectations. Investors await further storage sector earnings Thursday.
28 January 2026
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Corning stock slides as traders digest Q1 outlook and Meta’s $6 billion fiber deal

Corning stock slides as traders digest Q1 outlook and Meta’s $6 billion fiber deal

Corning shares fell 3.2% to $106.18 by late morning Wednesday after volatile trading. The company reported fourth-quarter core sales up 14% to $4.41 billion and expects first-quarter core sales of $4.2–$4.3 billion, above estimates. Corning and Meta announced a U.S. data-center supply deal worth up to $6 billion, driving expansion in North Carolina.
28 January 2026
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Oracle stock price today: ORCL edges higher as TikTok outage and new cloud wins grab focus

Oracle stock price today: ORCL edges higher as TikTok outage and new cloud wins grab focus

Oracle shares rose 0.5% to $175.76 Wednesday morning after a 4.1% drop Tuesday. The company blamed a weekend TikTok outage on a weather-related power failure at a data center. California Governor Gavin Newsom said his office is reviewing TikTok’s moderation after the incident. Oracle also announced new cloud deals in Saudi Arabia and a planned cloud region in Kenya.
28 January 2026
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Intel stock price jumps nearly 10% as chip rally lifts INTC; CFO buy draws attention

Intel stock price jumps nearly 10% as chip rally lifts INTC; CFO buy draws attention

Intel shares jumped 9.6% to $48.16 by late morning Wednesday, rebounding from last week’s warning on AI chip supply and cautious outlook. The rally followed strong results from SK Hynix and ASML, lifting semiconductor stocks and pushing the S&P 500 above 7,000. CFO David Zinsner disclosed buying 5,882 shares at $42.50 each. Investors remain focused on Intel’s ability to meet demand and execute its foundry strategy.
28 January 2026
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CoreWeave stock slips in New York as Nvidia deal digested; CRWV traders eye next earnings

CoreWeave stock slips in New York as Nvidia deal digested; CRWV traders eye next earnings

CoreWeave shares fell 1.3% to $107.44 Wednesday after volatile trading, following Nvidia’s $2 billion equity purchase at $87.20 per share. The companies plan to develop over 5 gigawatts of AI data centers by 2030. Investors remain focused on CoreWeave’s financing and power buildout. Nvidia shares rose 1.3% the same day.
28 January 2026
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Intel stock price jumps nearly 9% as INTC rebounds with chip shares ahead of Fed decision

Intel stock price jumps nearly 9% as INTC rebounds with chip shares ahead of Fed decision

Intel shares jumped 9% to nearly $48 in early New York trading Wednesday, leading gains among chip stocks after upbeat demand forecasts from SK Hynix and ASML tied to AI growth. Intel CFO David Zinsner bought 5,882 shares at $42.50 each, according to an SEC filing. The Philadelphia Semiconductor Index rose 2.3%. Investors await the Federal Reserve’s policy announcement later today.
28 January 2026
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Broadcom stock price today: AVGO edges up as chip rally lifts S&P 500 above 7,000 ahead of Fed

Broadcom stock price today: AVGO edges up as chip rally lifts S&P 500 above 7,000 ahead of Fed

Broadcom shares edged up 0.1% to $333.23 in early Wednesday trading as chip stocks rose ahead of the Federal Reserve’s rate decision and major tech earnings. The S&P 500 opened above 7,000, while Texas Instruments jumped 7% after forecasting strong AI-driven demand. Investors are watching for signs that AI spending is boosting profits. The Fed’s policy announcement is due at 2 p.m. EST.
28 January 2026
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Microsoft stock edges up as earnings near, with Azure growth and AI costs under the microscope

Microsoft stock edges up as earnings near, with Azure growth and AI costs under the microscope

Microsoft shares rose 0.4% to $482.31 early Wednesday ahead of its earnings report, with options traders pricing in a 5% move either way. Analysts expect $3.91 per share on $80.3 billion revenue, as Azure growth slows and AI spending tops $500 billion this year. The S&P 500 opened higher, while investors await the Fed’s rate decision this afternoon.
28 January 2026
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BKYI stock jumps premarket after BIO-key lands Portugal digital identity deal with Visualforma

BKYI stock jumps premarket after BIO-key lands Portugal digital identity deal with Visualforma

BIO-key shares jumped about 36% to $0.74 in premarket trading after announcing a contract to deploy its biometric solutions across over 250 Portuguese public-sector organizations. The company remains below Nasdaq’s $1 minimum bid price and has until May 2026 to regain compliance or face delisting. Financial terms of the Portugal deal were not disclosed. BKYI closed Tuesday at roughly $0.55.
28 January 2026
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Micron stock jumps again as $24 billion Singapore fab plan fans AI memory shortage trade

Micron stock jumps again as $24 billion Singapore fab plan fans AI memory shortage trade

Micron shares rose 3% in early trading Wednesday after the company began building a $24 billion wafer fab in Singapore tied to its NAND expansion. The move follows a 5.4% gain Tuesday and comes as chip stocks rallied ahead of the Federal Reserve decision. The Singapore plant is expected to add 1,600 jobs and ramp up production by late 2028. Investors anticipate rising demand for memory chips from AI servers and data centers.
28 January 2026
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Commvault stock steadies premarket after 31% wipeout on ARR worries

Commvault stock steadies premarket after 31% wipeout on ARR worries

Commvault Systems shares rose 0.7% to $89.74 in early trading Wednesday, rebounding after a 31% plunge Tuesday following weaker net new annualized recurring revenue of $39 million. Analysts cut price targets as attention turned to whether ARR can recover in the March quarter. The company reported a 19% revenue jump to $314 million and raised its fiscal 2026 outlook. Commvault also expanded its partnership with Google Cloud this week.
28 January 2026
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Stock Market Today

GigaDevice Semiconductor stock price: What to watch for 603986 A-shares as memory crunch bites

GigaDevice Semiconductor stock price: What to watch for 603986 A-shares as memory crunch bites

8 February 2026
GigaDevice Semiconductor’s Class A shares closed at 276.17 yuan in Shanghai, down 0.6% Friday. The company faces a Feb. 11 shareholder vote on related-party transaction limits and an overseas auditor. Investors are watching for fallout from the global memory-chip shortage, which has pushed prices higher across the supply chain. GigaDevice’s shares have nearly doubled over the past year.
Astera Labs (ALAB) stock closes near $170 after 19% jump as earnings week looms

Astera Labs (ALAB) stock closes near $170 after 19% jump as earnings week looms

8 February 2026
Astera Labs shares jumped 18.9% to $169.85 Friday, trading as high as $170.01 on volume of 7.3 million. The move followed Amazon’s AI spending forecast and a nearly 6% gain in the PHLX Semiconductor Index. Astera reports fourth-quarter results Tuesday after market close, with revenue guidance at $245–$253 million.
Sungrow Power Supply (300274.SZ) A-shares: Monday watch after “commercial space” denial

Sungrow Power Supply (300274.SZ) A-shares: Monday watch after “commercial space” denial

8 February 2026
Sungrow closed at 144.50 yuan, down 1.03%, after stating it has no plans in the commercial space sector. Mainland China trading resumes Monday, with Spring Festival closures set for Feb. 15–23. Major funds were net sellers of 5.46 billion yuan on Feb. 6. The Shenzhen-listed solar firm remains under scrutiny as investors await further filings before the holiday.
MPWR stock price hits a new high after Monolithic Power’s outlook — what traders watch next week

MPWR stock price hits a new high after Monolithic Power’s outlook — what traders watch next week

8 February 2026
Monolithic Power Systems shares surged 6.4% to $1,229.82 Friday, hitting a new 52-week high after raising its dividend to $2.00 and forecasting first-quarter revenue of $770 million to $790 million. CEO Michael Hsing filed a Rule 144 notice for 3,082 shares. CFO Bernie Blegen will retire after the 2025 annual report, with Rob Dean named interim CFO. Fourth-quarter revenue rose 20.8% to $751.2 million.
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