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Technology News 21 January 2026 - 22 January 2026

Advanced Micro Devices (AMD) stock jumps nearly 8% as analysts talk up server-chip demand

Advanced Micro Devices (AMD) stock jumps nearly 8% as analysts talk up server-chip demand

AMD shares jumped 7.6% to $249.80 in early Thursday trading, leading a semiconductor rally as Nvidia rose 3% and Intel surged nearly 12%. KeyBanc reiterated its Overweight rating on AMD, citing strong demand for Turin server chips and possible price hikes. AMD has gained for seven straight sessions, its longest streak since February 2025. The company reports earnings Feb. 3, with investors watching for AI chip updates.
Micron stock price jumps 6% as Wall Street spotlights an AI memory bottleneck

Micron stock price jumps 6% as Wall Street spotlights an AI memory bottleneck

Micron Technology shares rose 6.6% to $389.11 in early U.S. trading Thursday after Stifel and William Blair initiated coverage with Outperform ratings, citing tight supply of high-speed AI memory chips. Micron also reported shareholders approved a charter amendment limiting certain officers’ liability and rejected a proposal on special meeting rights.
BigBear.ai (BBAI) stock lifts in premarket after CargoSeer tech buy, with share vote next

BigBear.ai (BBAI) stock lifts in premarket after CargoSeer tech buy, with share vote next

BigBear.ai shares rose 1.7% to $5.81 in premarket trading after announcing the acquisition of CargoSeer’s cargo inspection technology. The company is seeking shareholder approval to double its authorized common shares to 1 billion at a special meeting on Jan. 22. $125 million in convertible notes were recently converted to equity, reducing debt to about $17 million.
22 January 2026
Micron stock pops in premarket as new Wall Street call lands amid a memory-price squeeze

Micron stock pops in premarket as new Wall Street call lands amid a memory-price squeeze

Micron shares rose 2.2% to $397.75 premarket Thursday after William Blair upgraded the stock to “Outperform,” following a 6.6% surge Wednesday. Memory-chip prices are spiking amid AI demand, with some products up 1,000%, raising concerns that higher costs could curb PC and smartphone shipments. Micron plans to buy Powerchip’s P5 fab in Taiwan for $1.8 billion, aiming to boost DRAM output by late 2027.
Keppel Ltd stock price rises as Australia $10 billion AI data centre plan takes shape

Keppel Ltd stock price rises as Australia $10 billion AI data centre plan takes shape

Keppel shares rose 1.4% to S$10.88 in Singapore afternoon trading Thursday, following news of a planned 720MW, $10 billion data centre project near Morwell, Australia. The company secured rights to a 123-hectare site last week and is in talks with major cloud providers. Local officials support the project but flagged planning and water concerns. Keppel’s full-year earnings report is due February 5.
Nadella’s Davos warning: AI may lose “social permission” as power costs decide the raceDavos,

Nadella’s Davos warning: AI may lose “social permission” as power costs decide the raceDavos,

Microsoft CEO Satya Nadella told the World Economic Forum that affordable, reliable electricity will decide which countries can scale AI, warning of a bubble if benefits stay limited to big tech and wealthy markets. He cited rural Indian farmers already using AI as evidence of broader adoption. Nadella urged companies to focus on useful results and rethink workflows, not just add chatbots.
Nebius (NBIS) stock price slips after-hours as Israel AI supercomputer news meets jittery tape

Nebius (NBIS) stock price slips after-hours as Israel AI supercomputer news meets jittery tape

Nebius shares fell 0.4% to $98.87 in after-hours trading Wednesday after a volatile session. The drop keeps the stock below $100 following an 8.7% plunge Tuesday. Israel launched a national AI supercomputer using Nebius infrastructure and Nvidia B200 chips. Investors remain alert to tariff developments and the company’s next earnings date.
ServiceNow stock price ticks up after hours as OpenAI tie-up and Oppenheimer cut sharpen focus on Jan. 28 earnings

ServiceNow stock price ticks up after hours as OpenAI tie-up and Oppenheimer cut sharpen focus on Jan. 28 earnings

ServiceNow shares rose 0.5% to $125.92 in after-hours trading Wednesday, following a fifth straight day of losses. Oppenheimer cut its price target to $175, citing concerns over recent acquisitions. Investors await Jan. 28 results for updates on AI rollout and integration. ServiceNow and OpenAI announced a multi-year deal to embed GPT-5.2 in ServiceNow workflows.
Applied Materials stock rebounds after tariff scare fades; what to watch next for AMAT

Applied Materials stock rebounds after tariff scare fades; what to watch next for AMAT

Applied Materials rose 2.2% to $325.24 Wednesday, rebounding after Trump said he would delay tariffs tied to Greenland talks. Trading volume topped the 50-day average. Needham raised its price target to $390. The company warned of weaker China equipment spending in 2026 due to tighter U.S. export controls.
Google stock price jumps after tariff scare cools — here’s what’s next for Alphabet Class C (GOOG)

Google stock price jumps after tariff scare cools — here’s what’s next for Alphabet Class C (GOOG)

Alphabet Class C (GOOG) rose 1.9% to $328.38 in after-hours trading Wednesday as U.S. tariff threats tied to Greenland talks eased. Nvidia gained 3% and Meta added 1.5%, while Microsoft fell 2.3%. Wall Street rebounded after President Trump said tariffs planned for Feb. 1 would not be implemented. The European Parliament paused work on the EU-U.S. trade pact over Greenland concerns.
21 January 2026
AMD stock price jumps nearly 8% as board move and earnings countdown pull in buyers

AMD stock price jumps nearly 8% as board move and earnings countdown pull in buyers

AMD shares surged 7.8% to close at $250.02 Wednesday, outpacing the chip sector after Wall Street rebounded from a selloff. The company named former Accenture CFO KC McClure to its board and Audit and Finance Committee, granting her 1,278 restricted stock units. Traders are watching Intel’s earnings Thursday, with AMD set to report Feb. 3. Options volume on AMD more than doubled the daily average.
Analog Devices stock jumps 4% as BofA lifts target and chip shares rebound

Analog Devices stock jumps 4% as BofA lifts target and chip shares rebound

Analog Devices shares rose 4.1% to $307.85 Wednesday afternoon, rebounding from Tuesday’s tariff-driven selloff. Bank of America raised its price target for the stock to $350, citing strong demand and AI-related growth. The iShares Semiconductor ETF gained 4% as chip stocks rallied ahead of earnings season. Traders are focused on the Federal Reserve’s Jan. 27–28 meeting, with rates expected to hold steady.
Intel stock jumps nearly 9% as AI chip trade steadies; Nvidia rebounds

Intel stock jumps nearly 9% as AI chip trade steadies; Nvidia rebounds

Intel jumped nearly 9% to $52.92 Wednesday, outpacing Nvidia and AMD, as AI stocks rebounded after Wall Street’s sharpest drop in three months. Broadcom and Microsoft fell. The House Foreign Affairs Committee prepared to debate new controls on AI chip exports after Trump approved Nvidia shipments to China. SAP extended losses, hitting its lowest level since August 2024.
Marvell stock price rises after an early spike as chip shares rebound; Intel earnings next

Marvell stock price rises after an early spike as chip shares rebound; Intel earnings next

Marvell Technology shares rose 2.4% to $81.69 by 1:30 p.m. EST Wednesday, after reaching $84.27 earlier in volatile trading. CEO Matt Murphy and CFO Willem Meintjes disclosed handing back shares to cover tax withholding on vested stock awards, according to new Form 4 filings. The iShares Semiconductor ETF gained about 2.1%. No new earnings figures were released.
Western Digital stock jumps nearly 7% as Wall Street lifts targets ahead of earnings, Innovation Day

Western Digital stock jumps nearly 7% as Wall Street lifts targets ahead of earnings, Innovation Day

Western Digital shares jumped 6.9% to $238.39 Wednesday after Citi, UBS, and Bank of America raised price targets, citing strong cloud demand and tight drive supply. The company reports quarterly earnings Jan. 29 and will host an Innovation Day Feb. 3. Seagate shares also rose 3.1%. Investors are watching for updates on pricing, margins, and capacity bookings as data storage stocks rally.
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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
Home Depot shares rose 0.7% to $385.15 Friday, trading between $379.10 and $386.37. Investors await a delayed U.S. jobs report Wednesday and CPI data Friday, both postponed by a brief government shutdown. Home Depot reports fourth-quarter earnings Feb. 24. The Dow closed above 50,000 for the first time.
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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