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Technology News 21 January 2026 - 22 January 2026

Micron stock pops in premarket as new Wall Street call lands amid a memory-price squeeze

Micron stock pops in premarket as new Wall Street call lands amid a memory-price squeeze

NEW YORK, Jan 22, 2026, 07:31 ET — Premarket Micron Technology (MU.O) shares jumped 2.2% to $397.75 in premarket Thursday after William Blair bumped its rating to “Outperform.” The move adds to a wave of target price hikes seen earlier this week. (Public) This change matters now because Micron finds itself amid a volatile chip market: memory prices are climbing fast, potentially lifting supplier margins considerably. But those rising costs might also choke demand if PC and phone makers pull back on orders. Investors are grappling with this shifting landscape while trying to predict the quarters ahead. Memory markets move
22 January 2026
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Keppel Ltd stock price rises as Australia $10 billion AI data centre plan takes shape

Keppel Ltd stock price rises as Australia $10 billion AI data centre plan takes shape

Singapore, Jan 22, 2026, 15:29 SGT — Regular session Shares of Keppel Ltd rose Thursday, fueled by renewed focus on the company’s expansion into data centres amid plans for a significant Australia project linked to AI demand. By 3:29 p.m. in Singapore, the stock had gained 1.4%, trading at S$10.88. (MarketScreener) This shift is significant since data centres have turned into a hot spot for investment — large initial costs, but potentially steady, fee-based revenue if operators secure long-term leases and clients. For Keppel, the focus isn’t just on constructing server halls but also on preparing the sites and power
22 January 2026
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Nadella’s Davos warning: AI may lose “social permission” as power costs decide the raceDavos,

Nadella’s Davos warning: AI may lose “social permission” as power costs decide the raceDavos,

Switzerland, Jan 22, 2026, 07:15 CET Microsoft CEO Satya Nadella told the World Economic Forum in Davos that the AI race is heading toward a hard limit: energy. He said “GDP growth in any place will be directly correlated” to the energy costs required to power AI systems. https://www.inc.com/ava-levinson/energy-costs-ai-race-microsoft-ceo/91290198 The surge in generative AI has shifted the data center battle to securing electricity, water, and permits—beyond just chips and software. This week, OpenAI introduced its “Stargate Community” plan, aiming to cover its energy costs so local power bills don’t spike as it expands capacity. https://www.reuters.com/sustainability/society-equity/openai-unveils-plan-keep-data-center-energy-costs-check-2026-01-21/ The timing is notable amid
22 January 2026
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IonQ stock slides after-hours as BlackRock stake filing lands and quantum shares cool

IonQ stock slides after-hours as BlackRock stake filing lands and quantum shares cool

New York, January 21, 2026, 19:55 (EST) — After-hours trading IonQ Inc shares ended Wednesday down 4.5% at $48.33, holding steady in after-hours trading despite a widespread Wall Street rally. The decline is significant as quantum-computing stocks have once again become a gauge of risk appetite, prompting investors to swiftly offload the most volatile names when headlines shift. Tuesday’s tariff-driven shock rattled markets, keeping traders on edge despite a rebound on Wednesday. A recent regulatory filing revealed more about IonQ’s ownership. BlackRock reported holding roughly 27.8 million shares, representing 7.8% of IonQ’s outstanding common stock as of Dec. 31. (SEC)
22 January 2026
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Nebius (NBIS) stock price slips after-hours as Israel AI supercomputer news meets jittery tape

Nebius (NBIS) stock price slips after-hours as Israel AI supercomputer news meets jittery tape

New York, January 21, 2026, 19:45 EST — After-hours Nebius Group N.V. shares slipped 0.4% to $98.87 in after-hours trading Wednesday, following the close of the regular U.S. session. The stock fluctuated between $93.10 and $102.38 during the day, with roughly 15.5 million shares changing hands. The drift is significant as it holds the Nasdaq-listed AI infrastructure stock under $100, a key threshold that usually attracts short-term traders. This follows a week marked by investors rapidly offloading high-beta tech at the slightest change in the macro environment. Nebius is grabbing attention for another reason. Israel’s national AI supercomputer just went
22 January 2026
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ServiceNow stock price ticks up after hours as OpenAI tie-up and Oppenheimer cut sharpen focus on Jan. 28 earnings

ServiceNow stock price ticks up after hours as OpenAI tie-up and Oppenheimer cut sharpen focus on Jan. 28 earnings

New York, Jan 21, 2026, 19:19 EST — After-hours Shares of ServiceNow edged up roughly 0.5% to $125.92 in after-hours trading Wednesday, despite Oppenheimer lowering its price target. The firm flagged concerns that an acquisition push slated for late 2025 might pressure the company’s valuation. Shares of ServiceNow dropped 1.5% during Tuesday’s regular session, marking a fifth straight day of losses. The stock now sits almost 48% below its 52-week peak, according to MarketWatch data. (MarketWatch) Next week’s results carry more weight because of that weakness. Investors are eager to find out if the latest AI products will boost demand
22 January 2026
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Applied Materials stock rebounds after tariff scare fades; what to watch next for AMAT

Applied Materials stock rebounds after tariff scare fades; what to watch next for AMAT

NEW YORK, Jan 21, 2026, 18:54 EST — After-hours Applied Materials shares climbed 2.2% to close at $325.24 Wednesday, with volume just over its 50-day average as the chip-equipment maker stayed near a recent peak. After-hours trading, which takes place electronically after 4 p.m., showed little movement in the stock. (MarketWatch) The rebound followed a wider relief rally after President Donald Trump announced he would hold off on tariffs set for Feb. 1 against European allies, linked to a framework deal on Greenland. “What is the economic impact is whether we all start imposing tariffs on each other,” said Jason
22 January 2026
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Google stock price jumps after tariff scare cools — here’s what’s next for Alphabet Class C (GOOG)

Google stock price jumps after tariff scare cools — here’s what’s next for Alphabet Class C (GOOG)

New York, January 21, 2026, 16:44 EST — After-hours Alphabet Inc’s Class C shares (GOOG) climbed 1.9% to $328.38 in after-hours trading Wednesday, after moving between $318.60 and $332.73 during the session. Nvidia, the chipmaker, gained roughly 3%, and Meta Platforms rose 1.5% in late trading. Meanwhile, Microsoft slipped 2.3%. The Invesco QQQ ETF, tracking the Nasdaq 100, jumped 1.3%. Alphabet’s rebound carries weight well beyond its stock price. As one of the largest players in the market, moves in this megacap tech giant continue to influence index flows and shape risk appetite. Wednesday’s shift follows a swift U.S. equities
21 January 2026
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AMD stock price jumps nearly 8% as board move and earnings countdown pull in buyers

AMD stock price jumps nearly 8% as board move and earnings countdown pull in buyers

New York, January 21, 2026, 16:07 EST — After-hours update Advanced Micro Devices jumped $18.10, or 7.8%, closing at $250.02 on Wednesday. The shares hit a high of $252.83 during the session, after starting the day at $235.92 and dipping to a low of $232.51. The move came as Wall Street found its footing following a steep selloff the day before, with investors seizing on new signs that U.S. trade tensions might not escalate soon. “What the economic impact is whether we all start imposing tariffs on each other,” noted Jason Pride, chief of investment strategy & research at Glenmede,
21 January 2026
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Micron stock jumps as Taiwan fab buy and fresh price-target hikes lift MU

Micron stock jumps as Taiwan fab buy and fresh price-target hikes lift MU

New York, Jan 21, 2026, 16:07 ET — After-hours Micron Technology, Inc. shares jumped 6.3% Wednesday, fueled by upbeat analyst calls and the company’s plans to ramp up capacity in Taiwan. The stock climbed $23.45 to $388.45, hitting a high of $394.15 earlier in the day. This move is significant because Micron is caught in a tightening memory cycle, where even minor supply changes can quickly impact prices — and profits. Traders are betting that this squeeze will outlast previous cycles. Micron produces DRAM, the active memory found in servers and PCs, along with NAND, the flash storage chips. In
21 January 2026
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Sony hands Bravia TV control to TCL in 51-49 joint venture plan — here’s what happens next

Sony hands Bravia TV control to TCL in 51-49 joint venture plan — here’s what happens next

TOKYO, January 22, 2026, 05:19 JST Japan’s Sony Corp and China’s TCL Electronics Holdings Ltd have inked a memorandum of understanding — a non-binding first step — to form a joint venture that will take over Sony’s home entertainment business, including BRAVIA TVs, the companies announced. TCL would own 51% of the joint venture, with Sony holding 49%. They aim to finalize agreements by the end of March 2026, and plan for the new company to begin operations in April 2027, pending regulatory approvals. Sony CEO Kimio Maki described the move as a way to “create new customer value,” while
21 January 2026
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Analog Devices stock jumps 4% as BofA lifts target and chip shares rebound

Analog Devices stock jumps 4% as BofA lifts target and chip shares rebound

NEW YORK, January 21, 2026, 15:10 EST — Regular session. Shares of Analog Devices Inc climbed 4.1% to $307.85 in Wednesday afternoon trading, gaining roughly $12 compared to Tuesday’s close. The rally followed a steep selloff the day before, sparked by tariff threats and new political developments. Anthony Saglimbene, chief market strategist at Ameriprise Financial, called it “indicative of a lot of headlines, a lot of uncertainty.” (Reuters) Chip stocks gained momentum on upbeat sell-side commentary ahead of earnings season. JPMorgan’s Harlan Sur highlighted improving cyclical trends in the semiconductor sector alongside steady AI-driven infrastructure demand. He forecasted results to
21 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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