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Technology News 28 January 2026

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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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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