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Technology News 20 January 2026

Amazon taps Rio Tinto’s low-carbon “Nuton” copper for AWS data centers as AI buildout bites

Amazon taps Rio Tinto’s low-carbon “Nuton” copper for AWS data centers as AI buildout bites

Rio Tinto and Amazon Web Services signed a two-year agreement for AWS to use “low-carbon” copper, produced with Rio’s Nuton bioleaching technology, in U.S. data centers. The copper, sourced from Gunnison Copper’s Johnson Camp mine in Arizona, has a reported carbon footprint of 2.82 kg CO2 per kg. AWS will also provide cloud analytics to optimize mining. Planned output is 30,000 tonnes over four years.
20 January 2026
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Oracle stock price slides as tariff fears hit tech — what ORCL investors watch next

Oracle stock price slides as tariff fears hit tech — what ORCL investors watch next

Oracle shares fell 3.9% to $183.71 Tuesday amid broader market declines after President Trump renewed tariff threats against Europe. The drop follows Oracle’s December disclosure that capital spending would rise $15 billion in fiscal 2026. Bondholders last week sued Oracle over alleged nondisclosure of extra borrowing tied to a $300 billion deal with OpenAI. The company has not commented on the lawsuit.
20 January 2026
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AST SpaceMobile stock barely budges after Deutsche Bank lifts target to $137

AST SpaceMobile stock barely budges after Deutsche Bank lifts target to $137

AST SpaceMobile shares slipped 0.2% to $115.59 Tuesday after Deutsche Bank raised its price target to $137. The company is producing six satellites a month in Midland, Texas, and expects to launch its seventh satellite, BlueBird FM2, in the coming weeks. AST aims for 45 to 60 satellites in orbit by year-end. Investors are watching for launch execution, hardware performance, and regulatory updates.
20 January 2026
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Intel stock jumps as HSBC, Seaport upgrades sharpen focus on Jan. 22 earnings

Intel stock jumps as HSBC, Seaport upgrades sharpen focus on Jan. 22 earnings

Intel shares rose 4.9% to $49.25 Tuesday after Seaport and HSBC raised price targets and ratings ahead of the company’s Jan. 22 earnings report. Seaport set a $65 target, citing PC market share gains and chip advances, while HSBC lifted its target to $50 on stronger server CPU demand from AI. Options trading signals expectations of an 8.8% move after results. The S&P 500 and Nasdaq 100 fell about 1.4%.
20 January 2026
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Palantir stock slips despite HD Hyundai deal worth “hundreds of millions” — what PLTR investors watch next

Palantir stock slips despite HD Hyundai deal worth “hundreds of millions” — what PLTR investors watch next

Palantir shares fell about 2% to $167.58 Tuesday morning despite announcing a multi-year software deal with South Korea’s HD Hyundai, reportedly worth hundreds of millions of dollars. The drop followed a broader tech sell-off. Investors are focused on Palantir’s Feb. 2 earnings for signs of commercial revenue growth. Neither company disclosed the exact value of the expanded contract.
20 January 2026
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Super Micro stock slides 7% after the bell as tariff headlines hammer risk bets (SMCI)

Super Micro stock slides 7% after the bell as tariff headlines hammer risk bets (SMCI)

Super Micro Computer shares fell about 7% to $30.35 in early Nasdaq trading Tuesday, reversing some of Friday’s gains. The drop followed renewed U.S. tariff threats from President Trump, which pressured tech stocks and broader markets after a holiday closure. SMCI’s decline came as investors braced for earnings reports and a looming Feb. 1 tariff deadline targeting European goods.
20 January 2026
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Micron stock price jumps nearly 8% as $1.8 billion Taiwan fab deal and Stifel target lift MU

Micron stock price jumps nearly 8% as $1.8 billion Taiwan fab deal and Stifel target lift MU

Micron shares jumped 7.8% to $362.75 in early New York trading Tuesday after the company announced a $1.8 billion deal to buy Powerchip’s Taiwan fab. Stifel raised its price target to $360, citing tight memory supply. Investors are watching for regulatory approval of the deal and Micron’s upcoming earnings report for signals on DRAM and HBM markets.
20 January 2026
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Apple stock slips early as tariff jitters weigh on tech; analysts point to iPhone demand

Apple stock slips early as tariff jitters weigh on tech; analysts point to iPhone demand

Apple shares fell 1.1% to $255.53 in early Tuesday trading as tariff concerns and higher component costs weighed on hardware stocks. Morgan Stanley downgraded the sector, while Evercore ISI and Citi cited strong iPhone 17 demand ahead of Apple’s Jan. 29 earnings. Investors focused on margin risks from rising memory prices. Dell, HP, and HPE also declined.
20 January 2026
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Intel stock slides premarket despite HSBC upgrade as tariff jitters hit tech

Intel stock slides premarket despite HSBC upgrade as tariff jitters hit tech

Intel shares fell 2.8% to $46.96 in premarket trading Tuesday, ahead of its quarterly earnings report due Thursday. HSBC upgraded the stock to Hold and raised its price target to $50, citing strong server CPU demand. Options markets signal traders expect a ±7.5% move after results. Broader market sentiment weakened after President Trump threatened new tariffs on Europe over Greenland.
20 January 2026
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Is Super Micro (SMCI) the AI bargain of 2026? A new note says margins could flip

Is Super Micro (SMCI) the AI bargain of 2026? A new note says margins could flip

Super Micro shares jumped 11% to $32.64 on Friday amid a broader rally in AI and chip stocks after TSMC raised its capital spending outlook. Seeking Alpha contributor Uttam Dey called the stock undervalued at 0.5x forward sales, citing potential for a gross margin shift. Zacks maintained a Hold rating, highlighting operational challenges and margin pressure despite strong AI demand.
20 January 2026
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Microsoft stock (MSFT) ticks up premarket even as Trump tariff threat shakes tech

Microsoft stock (MSFT) ticks up premarket even as Trump tariff threat shakes tech

Microsoft shares rose 0.7% to $459.86 in premarket trading Tuesday, defying a broader market slide after President Trump renewed tariff threats against Europe over Greenland. U.S. equity futures fell sharply, with Nasdaq futures down 2% and the CBOE Volatility Index hitting a two-month high. Microsoft issued an emergency Windows 11 fix after user complaints. Fiscal Q2 results are due Jan. 28.
20 January 2026
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Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron will buy Powerchip’s P5 fab in Taiwan for $1.8 billion cash, aiming to boost DRAM output by late 2027. Powerchip shares jumped nearly 10% after the deal. Micron executives said AI demand is driving an unprecedented memory shortage, with customers booking supplies into 2026. The acquisition adds 300,000 square feet of cleanroom space and is set to close by Q2 2026, pending approval.
20 January 2026
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Nebius (NBIS) stock drops in premarket as tariff jitters hit high-growth tech

Nebius (NBIS) stock drops in premarket as tariff jitters hit high-growth tech

Nebius Group N.V. shares fell 4.6% to $103.73 in U.S. premarket trading Tuesday after closing at $108.73, with 390,000 shares traded before the open. The drop tracked a broader tech selloff as U.S. index futures slid on tariff threats from President Trump. Nebius recently posted a quarterly loss over $100 million and capital spending of $955.5 million, despite revenue rising to $146.1 million.
20 January 2026
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Nvidia’s $4.5 trillion shock: why its “hidden” networking boom could matter more than GPUs in 2026

Nvidia’s $4.5 trillion shock: why its “hidden” networking boom could matter more than GPUs in 2026

Nvidia’s market cap has soared to about $4.5 trillion, nearing the size of some national economies. CFO Colette Kress said nearly 90% of AI system buyers also purchase Nvidia’s networking gear. Networking revenue hit $8.2 billion in Q3 2026, up 162% year-over-year. Major clients include Meta, Microsoft, Oracle, and xAI.
20 January 2026
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Asus freezes Zenfone and ROG Phone plans: no new smartphones in 2026 as AI work ramps up

Asus freezes Zenfone and ROG Phone plans: no new smartphones in 2026 as AI work ramps up

Asus chairman Jonney Shih said the company will stop launching new smartphone models and shift its phone R&D to AI hardware like robots and smart glasses. Support for existing phones will continue, but the future of Asus’s Zenfone and ROG Phone lines remains uncertain. No timeline was given for a possible return to the smartphone market.
20 January 2026
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Meta stock stuck near $620 as AI spending worries flare again ahead of earnings

Meta stock stuck near $620 as AI spending worries flare again ahead of earnings

Meta shares traded near $620 Tuesday, down about 20% from recent highs as investors questioned the payoff from heavy AI spending. CFO Susan Li projected 2025 capital expenditures of $70–$72 billion, with even higher growth in 2026. Reality Labs remains a drag on profits. Meta reports fourth-quarter and full-year 2025 earnings after markets close Jan. 28.
20 January 2026
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Goldman holds $655 Microsoft target as AI data-center power costs loom before earnings

Goldman holds $655 Microsoft target as AI data-center power costs loom before earnings

Goldman Sachs reaffirmed its Buy rating on Microsoft and kept its $655 price target, citing higher data-center power costs tied to AI expansion. Microsoft shares fell 1.7% in premarket trading. The company reports quarterly earnings Jan. 28, with Azure growth and data-center expenses in focus. Regulators and utilities are moving to address surging electricity demand from data centers.
20 January 2026
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Trump’s Truth Social ‘America First’ ETFs hit NYSE as Trump Media’s new investing push draws scrutiny

Trump’s Truth Social ‘America First’ ETFs hit NYSE as Trump Media’s new investing push draws scrutiny

Five Truth Social-linked ETFs debuted on the New York Stock Exchange last week, expanding Trump Media’s reach into finance. The company also launched four Truth Social-branded investment strategies through Yorkville and Index Technologies Group. Ethics advocates and Democrats say these moves deepen conflict-of-interest concerns involving President Donald Trump. The White House denies any conflicts.
20 January 2026
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Xi’an ESWIN Material stock price rises in Shanghai trade as chip names stay in play

Xi’an ESWIN Material stock price rises in Shanghai trade as chip names stay in play

Xi’an ESWIN Material Technology shares rose 1.38% to 27.11 yuan in Shanghai morning trading, tracking gains in STAR Market chip stocks. The move comes as regulators tighten controls on high-frequency trading amid volatile market swings. No new company-specific news drove the action. Investors are watching for policy signals affecting speculation and liquidity.
20 January 2026
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Stock Market Today

Unilever share price flat at Friday close — what could move ULVR ahead of Feb 12 results

Unilever share price flat at Friday close — what could move ULVR ahead of Feb 12 results

8 February 2026
Unilever shares closed flat at 5,250 pence Friday, with about 3.2 million shares traded. The company will report full-year results on Feb. 12, its first major update since spinning off its ice cream unit. Investors expect guidance on 2026 sales, margins, and cost savings. Unilever has forecast 2025 underlying sales growth of 3% to 5% and second-half margins of at least 19.5%.
Windows 11 printer alert: Microsoft tightens the screws on legacy V3/V4 drivers in 2026

Windows 11 printer alert: Microsoft tightens the screws on legacy V3/V4 drivers in 2026

8 February 2026
Microsoft has blocked most new legacy Windows printer driver submissions, requiring manual review and justification from print partners as it phases out the V3 and V4 driver pipeline. No new third-party printer drivers will be published to Windows Update for Windows 11 and Windows Server 2025 or later after January 15, 2026. Existing drivers remain installable, with security fixes continuing for supported OS versions.
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