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Technology 26 January 2026 - 27 January 2026

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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Microsoft stock rises after Maia 200 AI chip reveal, with earnings and Fed decision next

Microsoft stock rises after Maia 200 AI chip reveal, with earnings and Fed decision next

Microsoft shares rose 0.9% to $470.28 in late trading Monday after the company launched its second-generation Maia AI chip and new developer tools. The Maia 200 chip goes live this week at a data center in Iowa, with another site planned in Arizona. The announcement comes ahead of Microsoft’s quarterly results due Wednesday.
26 January 2026
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Cisco stock jumps on Evercore upgrade as Cisco rolls out new 360 Partner Program

Cisco stock jumps on Evercore upgrade as Cisco rolls out new 360 Partner Program

Cisco shares rose 3.3% to $77.02 in after-hours trading Monday after Evercore ISI upgraded the stock and raised its price target to $100, citing AI demand and an enterprise network upgrade cycle. Cisco also launched its new “Cisco 360” partner program targeting AI. Arista Networks and Hewlett Packard Enterprise shares also advanced during the session. Cisco’s next earnings report is scheduled for Feb. 11.
26 January 2026
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Marvell stock climbs in New York trade as Fed week puts AI-linked chip names in play

Marvell stock climbs in New York trade as Fed week puts AI-linked chip names in play

Marvell Technology shares rose 1.5% to $81.44 Monday, outpacing chip sector peers during a volatile session. The move followed recent acquisitions of XConn Technologies for $540 million and Celestial AI for $3.25 billion, both aimed at boosting data-center and AI infrastructure. About 9.2 million shares traded by mid-afternoon. Investors focused on upcoming Fed policy and major tech earnings.
26 January 2026
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USA Rare Earth (USAR) stock jumps as U.S. backs $1.6 billion CHIPS-linked funding plan

USA Rare Earth (USAR) stock jumps as U.S. backs $1.6 billion CHIPS-linked funding plan

USA Rare Earth shares surged 17% to $28.94 after announcing a non-binding deal with the U.S. Commerce Department for $277 million in federal funding, a $1.3 billion loan, and a $1.5 billion PIPE. The funding would support a Texas rare earth mine and an Oklahoma magnet plant. A $1.5 billion private placement is set to close January 28. The deal faces hurdles before final agreements are reached.
26 January 2026
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Applied Digital stock price today: APLD swings as Delta Forge AI data center plans stay in focus

Applied Digital stock price today: APLD swings as Delta Forge AI data center plans stay in focus

Applied Digital shares climbed 1% to $38.05 midday Monday after volatile trading between $41.59 and $36.78. Investors are watching for the February disclosure of the Delta Forge 1 “AI Factory” site and any customer lease signings. The company broke ground on the 430-megawatt campus last week but has not named a tenant. Trading volume topped 32 million shares.
26 January 2026
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Salesforce stock rises in midday trade as Wall Street stays jittery on software and AI

Salesforce stock rises in midday trade as Wall Street stays jittery on software and AI

Salesforce shares rose about 1% to $230.24 by midday Monday, after opening at $229.43. The stock has dropped 12.5% over the past month, with a forward P/E ratio of 18.8. Investors remain cautious ahead of a Federal Reserve decision and major tech earnings later this week. Salesforce is pushing AI agent tools and updating its partner program amid sector pressure.
26 January 2026
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Rocket Lab stock price slides as Neutron tank rupture clouds 2026 launch plans

Rocket Lab stock price slides as Neutron tank rupture clouds 2026 launch plans

Rocket Lab shares fell 6.6% to $83.06 by midday Monday after a first-stage tank ruptured during Neutron rocket testing. The company is reviewing test data and will update its launch schedule during its February earnings call. Shares remain up 26% year-to-date despite the setback. Investors are watching for delays to Neutron’s debut, originally targeted for early 2026.
26 January 2026
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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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