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Technology News 26 January 2026

AAPL stock jumps nearly 3% as Morgan Stanley flags iPhone 17 strength ahead of Apple earnings

AAPL stock jumps nearly 3% as Morgan Stanley flags iPhone 17 strength ahead of Apple earnings

Apple shares rose 2.8% to $255.07 in Monday morning trading, after hitting $255.49. Morgan Stanley said strong iPhone 17 demand could push Apple’s December-quarter revenue above forecasts. Apple reports fiscal Q1 earnings on Jan. 29. Investors are watching for updates on iPhone sales, services growth, and margin pressures from rising memory chip costs.
26 January 2026
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Applied Digital (APLD) stock jumps above $39 as Delta Forge 1 AI data center bet comes into focus

Applied Digital (APLD) stock jumps above $39 as Delta Forge 1 AI data center bet comes into focus

Applied Digital shares rose about 5% Monday, reaching $41.59 in morning trading after breaking ground on its 430-megawatt Delta Forge 1 “AI Factory” project. The company has not disclosed the site location but plans to announce it in February. Investors are watching for updates on tenant deals and construction milestones. Applied Digital reported $126.6 million in revenue for its fiscal second quarter ending Nov. 30, 2025.
26 January 2026
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Amazon stock price slips as AWS lands Nationwide deal and earnings loom

Amazon stock price slips as AWS lands Nationwide deal and earnings loom

Amazon shares slipped 0.2% to $238.78 Monday, trailing gains in the S&P 500 and Nasdaq-100. AWS announced a new cloud services deal with UK lender Nationwide Building Society. Investors are awaiting Amazon’s earnings report and guidance on February 5. Phillip Securities downgraded the stock to “accumulate” but raised its price target to $290.
26 January 2026
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Microsoft stock dips early as MSFT investors brace for Azure test and Fed week

Microsoft stock dips early as MSFT investors brace for Azure test and Fed week

Microsoft shares fell 0.6% to $462.94 in early Monday trading, ahead of its fiscal Q2 earnings report due Wednesday. Investors are focused on Azure’s growth and rising AI data center costs, as CFO Amy Hood warned of ongoing capacity constraints. Microsoft also issued a rare emergency Windows update last week after reports of app freezes. Broader markets opened flat, with the Dow and S&P 500 slightly higher.
26 January 2026
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Intel stock price slides again: INTC extends selloff as supply worries linger

Intel stock price slides again: INTC extends selloff as supply worries linger

Intel shares fell 3.7% to $43.40 at Monday’s open, extending a selloff that has erased about 20% since last week. The drop follows warnings of server CPU shortages amid surging AI data-center demand. Intel projects Q1 revenue of $11.7–$12.7 billion and expects supply to bottom out before improving in Q2. CITIC Securities upgraded the stock, raising its target price to $60.30.
26 January 2026
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Micron stock price near $400 as Samsung’s Nvidia HBM4 move puts MU back in focus

Micron stock price near $400 as Samsung’s Nvidia HBM4 move puts MU back in focus

Micron shares rose 0.5% to $399.65 early Monday after reports that Samsung will start producing HBM4 chips for Nvidia next month. Samsung’s stock gained 2.2% while SK Hynix fell 2.9%. Investors are watching Thursday’s earnings from Samsung and SK Hynix for details on HBM4 order volumes. Micron’s HBM supply for 2026 is reportedly already fully booked.
26 January 2026
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Nvidia stock price rises premarket after $2 billion CoreWeave stake, HBM4 supply news adds fuel

Nvidia stock price rises premarket after $2 billion CoreWeave stake, HBM4 supply news adds fuel

Nvidia shares rose 1.5% premarket after a $2 billion investment in AI cloud firm CoreWeave, nearly doubling its stake. Samsung will start HBM4 chip production next month, aiming to supply Nvidia. U.S. stock futures slipped ahead of Big Tech earnings and a Federal Reserve meeting this week. Nvidia still awaits Beijing’s decision on H200 chip sales in China.
26 January 2026
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Dosilicon stock price jumps nearly 8% in Shanghai after 2025 revenue outlook, GPU bet watched

Dosilicon stock price jumps nearly 8% in Shanghai after 2025 revenue outlook, GPU bet watched

Dosilicon shares jumped nearly 8% in Shanghai Monday after the company forecast 44% revenue growth for 2025 but warned of a continued net loss. The stock hit 129.88 yuan by 10:24 a.m. Traders focused on rising memory-chip prices and Dosilicon’s upcoming annual report, due April 23. The company cited higher demand for storage chips but reported ongoing losses from investments and R&D.
26 January 2026
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Powerchip Semiconductor stock jumps in Taipei as Micron fab deal and GDR plan keep PSMC in focus

Powerchip Semiconductor stock jumps in Taipei as Micron fab deal and GDR plan keep PSMC in focus

Powerchip Semiconductor shares rose 2.9% to T$60.2 in Taipei after news of its planned US$1.8 billion Tongluo plant sale to Micron. The board approved a GDR offering of up to 420 million shares, with a shareholder vote set for April 10. Micron aims to close the deal by Q2 2026 and expand the site for DRAM output by late 2027. Investors remain cautious amid dilution risk and pending regulatory review.
26 January 2026
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Vanguard International Semiconductor stock slips in Taipei as Feb. 3 briefing looms

Vanguard International Semiconductor stock slips in Taipei as Feb. 3 briefing looms

Vanguard International Semiconductor shares fell 2.4% to T$143.0 early Monday, despite gains in other Taiwan chip stocks. The drop follows a 48% rally since late December. Investors are focused on the company’s Feb. 3 investor conference for signals on demand and chip fab utilisation. Foreign funds continued buying last week, while local funds turned net sellers.
26 January 2026
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Stock Market Today

IREN stock heads into Monday after 5% rebound as Microsoft AI financing stays in focus

IREN stock heads into Monday after 5% rebound as Microsoft AI financing stays in focus

7 February 2026
IREN shares closed up 5.1% at $41.83 Friday after reporting a $155.4 million quarterly loss and $184.7 million in revenue. The company announced $3.6 billion in GPU financing for its Microsoft contract, with $2.8 billion in cash as of Jan. 31. Bitcoin mining revenue fell, while AI cloud services rose. Traders await bitcoin’s weekend move and Monday’s market reaction.
Cadence Bank stock is stuck at $42.11 after Huntington deal — what CADE holders watch next week

Cadence Bank stock is stuck at $42.11 after Huntington deal — what CADE holders watch next week

7 February 2026
Cadence Bank shares have been delisted following Huntington Bancshares’ takeover, with each Cadence share converted into 2.475 Huntington shares. Huntington closed Friday at $19.27 and named Senthil Kumar as chief risk officer ahead of new regulatory requirements. The merger leaves Cadence as a brand under Huntington, with customer account conversions planned for mid-2026. Huntington executives will address investors at a UBS conference on Tuesday.
NIO stock jumps on profit alert, with Monday’s open in focus

NIO stock jumps on profit alert, with Monday’s open in focus

7 February 2026
NIO shares jumped 7.23% to $5.04 Friday after the company forecast a swing to adjusted operating profit of up to 1.2 billion yuan for the fourth quarter. Trading volume reached 90.8 million shares, far above average. Nio’s deliveries rose 72% to 124,807 vehicles in the quarter. The company said results are preliminary and unaudited, with final figures due in March.
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