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Technology News 27 January 2026

Texas Instruments earnings shake up TXN stock as forecast tops estimates despite Q4 profit dip

Texas Instruments earnings shake up TXN stock as forecast tops estimates despite Q4 profit dip

Texas Instruments forecast first-quarter revenue above Wall Street estimates, sending shares up nearly 5% after hours. Fourth-quarter revenue rose 10% to $4.42 billion, but net income slipped to $1.16 billion due to a per-share charge. Analog sales jumped 14%. The company’s stock has gained over 13% in 2026 after a drop last year.
Broadcom stock price climbs 2.4% as tech rally rolls on; Fed, Big Tech earnings now in the crosshairs

Broadcom stock price climbs 2.4% as tech rally rolls on; Fed, Big Tech earnings now in the crosshairs

Broadcom shares rose 2.44% to $332.79 Tuesday, trading over 23 million shares and recovering nearly 4% since Friday’s close. Microsoft announced its Maia 200 AI chip, set for rollout in Iowa and Arizona data centers this week. Wall Street closed higher, with the S&P 500 at a record and megacaps leading gains. Broadcom previously warned that lower-margin custom AI chips could pressure profits despite a $73 billion backlog.
Micron stock jumps after $24 billion Singapore fab plan; MU investors turn to pricing and capex

Micron stock jumps after $24 billion Singapore fab plan; MU investors turn to pricing and capex

Micron shares jumped 5.3% to close at $409.86 Tuesday after the company announced a $24 billion investment to expand manufacturing in Singapore over the next decade. The new NAND wafer fab is set to begin production by 2028. Trading volume reached 30 million shares. Analysts raised price targets as traders await updates on memory pricing and spending.
Microsoft stock pops 2% as Maia 200 AI chip news sets up MSFT earnings day

Microsoft stock pops 2% as Maia 200 AI chip news sets up MSFT earnings day

Microsoft shares climbed 2.3% to $481.30 Tuesday ahead of its quarterly earnings report, as investors weighed new AI hardware and cloud growth prospects. The company launched its Maia 200 AI chip and new developer tools this week, challenging Nvidia’s software lead. Microsoft will report results Wednesday after market close, with Azure and AI spending in focus.
Roblox (RBLX) stock price slides today as TD Cowen flags parents limiting kids’ time

Roblox (RBLX) stock price slides today as TD Cowen flags parents limiting kids’ time

Roblox shares fell 1.5% to $72.91 Tuesday after TD Cowen reiterated a Sell rating, citing stricter parental limits on children’s playtime. Goldman Sachs maintained a Buy with a $180 target, citing AI initiatives and new partnerships. Roblox will report Q4 and full-year results on Feb. 5 after market close. The stock lagged broader tech gains as traders watched for signs of shifting user engagement.
Celestica stock jumps nearly 8% as earnings loom and Google server talk resurfaces

Celestica stock jumps nearly 8% as earnings loom and Google server talk resurfaces

Celestica shares rose 7.5% to $331.52 Tuesday, trading as high as $337.25 ahead of its fourth-quarter earnings due after Wednesday’s close. Pomerantz LLP is investigating after a report suggested Google may shift AI server assembly to other suppliers, raising concerns over Celestica’s customer concentration. About 2.8 million shares traded hands. Investors are focused on the company’s guidance for 2026.
Qualcomm (QCOM) stock price dips as new target cuts flag weaker 2026 handset demand

Qualcomm (QCOM) stock price dips as new target cuts flag weaker 2026 handset demand

Qualcomm shares fell 0.5% to $153.76 Tuesday after Mizuho and UBS cut their price targets to $160, citing weaker handset demand and rising competition. The stock lagged other chipmakers, which gained on sector rotation after Micron’s $24 billion Singapore investment. Investors await the Fed’s Jan. 28 decision and Qualcomm’s Feb. 4 earnings report.
Arista Networks stock extends rally after Microsoft’s Maia 200 launch puts AI networking back in focus

Arista Networks stock extends rally after Microsoft’s Maia 200 launch puts AI networking back in focus

Arista Networks shares rose nearly 2% to $146.62 Tuesday, extending a 5.4% jump from the previous session and lifting its market value to about $183 billion. The gains followed Microsoft’s launch of the Maia 200 AI chip, which relies on Ethernet networking, and a bullish analyst note highlighting benefits for Arista. Investors await Microsoft’s earnings Jan. 28 and Arista’s report Feb. 12.
Salesforce stock flips lower after $5.6B U.S. Army deal headline — what’s next for CRM shares

Salesforce stock flips lower after $5.6B U.S. Army deal headline — what’s next for CRM shares

Salesforce shares fell 0.4% to $228.39 after news of a 10-year U.S. Army contract capped at $5.6 billion. The deal, awarded to Salesforce’s Computable Insights unit, allows the Army to order services as needed but does not guarantee the full amount will be spent. The contract includes a five-year base period with a five-year option. Salesforce will report earnings around Feb. 25.
Western Digital stock price jumps as new target hikes sharpen focus ahead of earnings

Western Digital stock price jumps as new target hikes sharpen focus ahead of earnings

Western Digital shares jumped 5.5% to $254.06 Tuesday, ahead of its quarterly earnings report due after Thursday’s close. Mizuho and Cantor Fitzgerald raised price targets, citing strong AI-driven demand and higher hard drive prices. Seagate and Micron also surged over 5%. Traders tracked the launch of a new 2x leveraged ETF linked to Western Digital.
BNAI stock whipsaws again: Brand Engagement Network drops as Africa AI deal stays in focus

BNAI stock whipsaws again: Brand Engagement Network drops as Africa AI deal stays in focus

Brand Engagement Network shares fell 11% to $55.23 by midday Tuesday after volatile trading, despite the Nasdaq rising 1%. The drop followed last week’s SEC filing detailing a $2.05 million Africa licensing deal and a 25% stake in a South African entity. The company’s stock had surged on heavy volume Monday, closing at $62.08. Investors await proof of follow-on revenue and the next earnings update in late March.
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Stock Market Today

Jardine Matheson stock slid 2.4% Friday — here’s what matters before Monday’s open

Jardine Matheson stock slid 2.4% Friday — here’s what matters before Monday’s open

7 February 2026
Singapore, Feb 7, 2026, 15:29 SGT — Market closed. Jardine Matheson Holdings fell 2.4% on Friday to close at $75.71 in its U.S. dollar counter on the Singapore Exchange, after trading between $75.30 and $78.83. About 293,900 shares changed hands, compared with 410,700 a day earlier. (Yahoo Finance) The move landed as regional markets cooled on a tech-led selloff and broader de-risking. Singapore’s shares fell 0.8% on the day, while investors tracked turbulence tied to U.S. tech and fresh debate over how quickly new AI tools could reshape software and services. “With U.S. tech wobbling, sentiments tend to trickle over
CapitaLand Investment share price jumps as CapitaLand REIT payouts roll in — what’s next for 9CI

CapitaLand Investment share price jumps as CapitaLand REIT payouts roll in — what’s next for 9CI

7 February 2026
CapitaLand Investment shares rose 1.3% to S$3.12 on Friday, bucking a 0.8% drop in Singapore’s benchmark index. CapitaLand Integrated Commercial Trust reported a 16.4% jump in second-half distributable income, while CapitaLand Ascendas REIT posted a 1.4% full-year rise. CapitaLand China Trust saw full-year DPU fall to 4.82 cents amid weaker yuan and occupancy. CLI reports FY2025 results on Feb. 11.
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