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Technology News 26 January 2026 - 27 January 2026

Zoom stock jumps as Baird spots a “hidden gem” Anthropic stake worth up to $4 billion

Zoom stock jumps as Baird spots a “hidden gem” Anthropic stake worth up to $4 billion

Zoom shares rose about 11% Monday after a Baird analyst estimated the company’s early stake in Anthropic could be worth $2 billion to $4 billion if the AI startup reaches a $350 billion valuation. Zoom previously disclosed spending $51 million on private equity investments in early 2023 but has not detailed its Anthropic holdings.
27 January 2026
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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 Materials stock price slips as markets close; Fed and Big Tech capex in focus

Applied Materials stock price slips as markets close; Fed and Big Tech capex in focus

Applied Materials shares fell 0.9% to about $319.46 in late trading Monday ahead of key earnings and a Federal Reserve decision this week. Traders are watching Applied’s Feb. 12 results for signals on chip demand, as U.S. export curbs have already cut the company’s 2026 revenue outlook by $600 million.
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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Oracle stock jumps nearly 3% as TikTok U.S. tie-up comes back into focus

Oracle stock jumps nearly 3% as TikTok U.S. tie-up comes back into focus

Oracle shares rose 3% to $182.44 Monday after news it will hold a 15% stake in TikTok’s new U.S. joint venture, which will use Oracle’s cloud to host the app’s algorithm. Trading volume reached 21 million shares. ByteDance will retain 19.9% of the TikTok USDS entity, with Silver Lake and MGX also taking 15% each, Reuters reported.
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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Stock Market Today

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.
Keppel stock holds near 12-year high after profit jump, special dividend; buyback adds support

Keppel stock holds near 12-year high after profit jump, special dividend; buyback adds support

7 February 2026
Keppel shares closed at S$11.64 on Friday, up 0.17%, after surging 6.1% the previous day on stronger FY2025 profit and a larger dividend plan. The company bought back 151,400 shares for about S$1.74 million. Keppel reported a 29% rise in full-year profit to S$1.02 billion and proposed a total distribution of 47 cents per share, including a special dividend partly paid in Keppel REIT units.
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