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Technology News 26 January 2026 - 27 January 2026

Arista Networks stock jumps 5% as Fed week puts AI data-center plays back in focus

Arista Networks stock jumps 5% as Fed week puts AI data-center plays back in focus

Arista Networks shares rose 5.4% to $143.72 Monday, valuing the company at about $183 billion. Trading volume reached 10.7 million shares amid anticipation of the Feb. 12 earnings release. The stock moved between $135.55 and $146.40 during the session. Broader markets gained ahead of a Federal Reserve decision and major tech earnings.
27 January 2026
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Applied Digital stock price tumbles after wild swing; APLD investors eye February site reveal

Applied Digital stock price tumbles after wild swing; APLD investors eye February site reveal

Applied Digital shares fell 4% to $36.18 Monday, with trading volume near 48 million and prices ranging from $41.59 to $35.73. The company reported a quarterly net loss of $31.2 million on $126.6 million revenue and broke ground on a 430-megawatt data center in the southern U.S. CEO Wes Cummins faced scrutiny over NDAs with local officials tied to the project.
27 January 2026
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Cisco stock jumps after Evercore upgrade flags AI “tailwinds” into next earnings

Cisco stock jumps after Evercore upgrade flags AI “tailwinds” into next earnings

Cisco shares rose 3.2% to $77.01 and gained another 0.4% after hours following an Evercore ISI upgrade to Outperform and a price target hike to $100. The company also launched its new 360 Partner Program focused on AI-ready data centers. Cisco’s fiscal Q2 closed Jan. 24, with its next earnings report set for Feb. 11.
27 January 2026
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IREN stock price slides 7.6% as Nvidia’s CoreWeave bet puts AI data-center plays back in focus

IREN stock price slides 7.6% as Nvidia’s CoreWeave bet puts AI data-center plays back in focus

IREN shares fell 7.6% to $52.36 in after-hours trading Monday, with 42 million shares traded. The drop followed news of Nvidia’s $2 billion investment in CoreWeave, intensifying competition in AI data centers. Investors await the Fed’s policy decision Wednesday and IREN’s quarterly results on Feb. 5. Bitcoin rose 1.9% to $88,233 but failed to lift crypto-linked stocks.
27 January 2026
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GE Aerospace stock edges up after NASA-backed hybrid-electric engine test milestone

GE Aerospace stock edges up after NASA-backed hybrid-electric engine test milestone

GE Aerospace shares rose 0.4% to $295.06 Monday and gained further after hours following NASA’s release of hybrid-electric engine test results from December. NASA confirmed the modified GE Passport engine ran successfully at GE’s Ohio facility, marking a first for integrated hybrid-electric systems. JPMorgan raised its price target for GE Aerospace to $335. The Singapore Airshow begins next week.
27 January 2026
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Alphabet (GOOG) stock price rises after hours as Google settles $68 million Assistant privacy case

Alphabet (GOOG) stock price rises after hours as Google settles $68 million Assistant privacy case

Alphabet’s Class C shares rose 1.6% to $333.59 in after-hours trading Monday after Google agreed to pay $68 million to settle claims over Assistant’s “false accept” recordings. The settlement awaits court approval. U.S. stocks closed higher, with the S&P 500 up 0.5%. Investors await the Fed’s rate decision Wednesday and Alphabet’s earnings on February 4.
27 January 2026
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Intel stock slides again after weak outlook — what comes next for INTC?

Intel stock slides again after weak outlook — what comes next for INTC?

Intel shares fell 5.7% to $42.49 in after-hours trading Monday after the company forecast first-quarter revenue and earnings below Wall Street estimates. Ongoing server CPU supply constraints and memory chip shortages weighed on the outlook. Intel expects supply to hit its lowest point in Q1, with improvements possible by March or Q2. About 149 million shares changed hands.
27 January 2026
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Microsoft stock rises after Maia 200 AI chip reveal, with earnings and Fed decision next

Microsoft stock rises after Maia 200 AI chip reveal, with earnings and Fed decision next

Microsoft shares rose 0.9% to $470.28 in late trading Monday after the company launched its second-generation Maia AI chip and new developer tools. The Maia 200 chip goes live this week at a data center in Iowa, with another site planned in Arizona. The announcement comes ahead of Microsoft’s quarterly results due Wednesday.
26 January 2026
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Cisco stock jumps on Evercore upgrade as Cisco rolls out new 360 Partner Program

Cisco stock jumps on Evercore upgrade as Cisco rolls out new 360 Partner Program

Cisco shares rose 3.3% to $77.02 in after-hours trading Monday after Evercore ISI upgraded the stock and raised its price target to $100, citing AI demand and an enterprise network upgrade cycle. Cisco also launched its new “Cisco 360” partner program targeting AI. Arista Networks and Hewlett Packard Enterprise shares also advanced during the session. Cisco’s next earnings report is scheduled for Feb. 11.
26 January 2026
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Marvell stock climbs in New York trade as Fed week puts AI-linked chip names in play

Marvell stock climbs in New York trade as Fed week puts AI-linked chip names in play

Marvell Technology shares rose 1.5% to $81.44 Monday, outpacing chip sector peers during a volatile session. The move followed recent acquisitions of XConn Technologies for $540 million and Celestial AI for $3.25 billion, both aimed at boosting data-center and AI infrastructure. About 9.2 million shares traded by mid-afternoon. Investors focused on upcoming Fed policy and major tech earnings.
26 January 2026
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USA Rare Earth (USAR) stock jumps as U.S. backs $1.6 billion CHIPS-linked funding plan

USA Rare Earth (USAR) stock jumps as U.S. backs $1.6 billion CHIPS-linked funding plan

USA Rare Earth shares surged 17% to $28.94 after announcing a non-binding deal with the U.S. Commerce Department for $277 million in federal funding, a $1.3 billion loan, and a $1.5 billion PIPE. The funding would support a Texas rare earth mine and an Oklahoma magnet plant. A $1.5 billion private placement is set to close January 28. The deal faces hurdles before final agreements are reached.
26 January 2026
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Applied Digital stock price today: APLD swings as Delta Forge AI data center plans stay in focus

Applied Digital stock price today: APLD swings as Delta Forge AI data center plans stay in focus

Applied Digital shares climbed 1% to $38.05 midday Monday after volatile trading between $41.59 and $36.78. Investors are watching for the February disclosure of the Delta Forge 1 “AI Factory” site and any customer lease signings. The company broke ground on the 430-megawatt campus last week but has not named a tenant. Trading volume topped 32 million shares.
26 January 2026
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Salesforce stock rises in midday trade as Wall Street stays jittery on software and AI

Salesforce stock rises in midday trade as Wall Street stays jittery on software and AI

Salesforce shares rose about 1% to $230.24 by midday Monday, after opening at $229.43. The stock has dropped 12.5% over the past month, with a forward P/E ratio of 18.8. Investors remain cautious ahead of a Federal Reserve decision and major tech earnings later this week. Salesforce is pushing AI agent tools and updating its partner program amid sector pressure.
26 January 2026
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Rocket Lab stock price slides as Neutron tank rupture clouds 2026 launch plans

Rocket Lab stock price slides as Neutron tank rupture clouds 2026 launch plans

Rocket Lab shares fell 6.6% to $83.06 by midday Monday after a first-stage tank ruptured during Neutron rocket testing. The company is reviewing test data and will update its launch schedule during its February earnings call. Shares remain up 26% year-to-date despite the setback. Investors are watching for delays to Neutron’s debut, originally targeted for early 2026.
26 January 2026
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Stock Market Today

Home Depot stock price: jobs, inflation and a Feb. 24 earnings test loom

Home Depot stock price: jobs, inflation and a Feb. 24 earnings test loom

7 February 2026
New York, Feb 7, 2026, 11:36 EST — Market closed. Home Depot (HD.N) shares rose about 0.7% on Friday to close at $385.15, after trading between $379.10 and $386.37. (Yahoo Finance) The next move may not come from Home Depot itself. A delayed U.S. jobs report is due on Wednesday and the Consumer Price Index (CPI), a key inflation gauge, follows on Friday, after a brief government shutdown pushed both releases back, a Reuters Week Ahead column said. (Reuters) That matters for housing-linked names because interest-rate bets can shift quickly when hiring or inflation surprises. Federal Reserve Vice Chair Philip
JPMorgan stock price jumps 4% into weekend as Wall Street braces for a busy data week

JPMorgan stock price jumps 4% into weekend as Wall Street braces for a busy data week

7 February 2026
JPMorgan shares rose 3.95% to $322.40 Friday, outpacing other major banks as U.S. stocks rallied and the Dow closed above 50,000 for the first time. The bank recently completed a $3 billion subordinated notes offering. Investors are watching for delayed U.S. jobs data and inflation figures next week, ahead of JPMorgan’s Feb. 23 company update.
AbbVie stock price: ABBV ends week near $223 after earnings swing — what to watch next

AbbVie stock price: ABBV ends week near $223 after earnings swing — what to watch next

7 February 2026
AbbVie shares rose 2% to $223.43 Friday, capping a volatile week marked by earnings and drug sales scrutiny. Moody’s upgraded AbbVie’s credit rating to A2, citing strong performance in immunology and neuroscience. Investors remain focused on Skyrizi and Rinvoq growth amid rising competition and recent regulatory filings. Trading volume stayed below average, with the stock still 9% off its 52-week high.
SK hynix stock price slips into Monday after S&P upgrade, tech selloff

SK hynix stock price slips into Monday after S&P upgrade, tech selloff

7 February 2026
SK hynix shares closed at 839,000 won, down 0.36% Friday and 8% for the week, as tech stocks retreated across Asia. S&P Global Ratings upgraded the chipmaker to “BBB+” with a positive outlook, citing strong HBM sales. The KOSPI fell 1.4% Friday, ending a six-week winning streak. Traders await Monday’s Seoul open for signs of further tech weakness.
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