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Technology 23 January 2026

Broadcom stock slips (AVGO) after Intel’s forecast shakes chip mood; Fed and Big Tech earnings ahead

Broadcom stock slips (AVGO) after Intel’s forecast shakes chip mood; Fed and Big Tech earnings ahead

Broadcom shares fell 1.7% to $320.05 in after-hours trading Friday, tracking declines in chip stocks after Intel’s weak outlook. The U.S. government announced a new procurement deal offering federal agencies discounts of up to 64% on Broadcom’s VMware software through May 2027. Investors are watching for further moves as tech earnings and macroeconomic data approach next week.
AMD stock price climbs after Intel flags AI server chip strain — what investors watch next

AMD stock price climbs after Intel flags AI server chip strain — what investors watch next

AMD shares rose 2.3% to $259.65 in after-hours trading Friday following Intel’s warning of server chip shortages for AI data centers. Intel projected quarterly revenue below forecasts, citing unexpected demand. The Nasdaq stock saw heavy volume, with traders watching for AMD’s earnings on Feb. 3 and the Fed decision next week. Nvidia gained after reports of new Chinese orders for its AI chips.
Micron stock closes higher near $400 as HSBC lifts target to $500 on memory-price crunch

Micron stock closes higher near $400 as HSBC lifts target to $500 on memory-price crunch

Micron shares closed up 0.5% at $399.58 after swinging between $390.80 and $411.90. HSBC raised its price target to $500, citing stronger DRAM pricing and demand. Rising memory costs are pressuring PC and phone makers, with IDC forecasting a 4.9% drop in PC shipments and a 2% fall in smartphones for 2026. Micron shareholders approved a charter amendment limiting some officer liability.
Life360 stock jumps 22% as record Q4 user growth lifts outlook ahead of March results

Life360 stock jumps 22% as record Q4 user growth lifts outlook ahead of March results

Life360 shares jumped 22% Friday after the company reported record Q4 user and subscriber growth and raised its 2025 revenue and adjusted EBITDA forecasts. The stock reached $66.90 in afternoon trading, up $12.09. Global monthly active users rose to 95.8 million, with 2.8 million paying circles. Full-year results and 2026 guidance are set for release March 2.
Accenture stock slides in New York: traders weigh Sovereign AI deal and fresh Buy call

Accenture stock slides in New York: traders weigh Sovereign AI deal and fresh Buy call

Accenture shares fell 1.2% to $281.73 by midafternoon Friday, despite recent announcements of a major AI data center partnership with Sovereign AI and Palantir across EMEA. Berenberg initiated coverage with a buy rating and a $313 target. Investors remain uncertain about the timing of revenue from new AI projects. Accenture’s next earnings call is scheduled for March 19.
Applied Materials (AMAT) stock rises on Deutsche Bank upgrade as chip-tool outlook comes back into focus

Applied Materials (AMAT) stock rises on Deutsche Bank upgrade as chip-tool outlook comes back into focus

Applied Materials shares rose about 1% to $321.96 by midday Friday after Deutsche Bank upgraded the stock to Buy and raised its price target to $390. Around 2.6 million shares traded as the stock neared a 52-week high. The upgrade cited a stronger outlook for wafer fab equipment demand in 2026–27. Applied will report fiscal Q1 results and update guidance on Feb. 12.
Uber stock steadies as NYC tipping-law setback hits Uber Eats and robotaxi fears linger

Uber stock steadies as NYC tipping-law setback hits Uber Eats and robotaxi fears linger

Uber shares rose 0.2% to $82.75 after a U.S. judge rejected a bid to block New York City’s new delivery-app tipping rules. DoorDash gained 1%, while Lyft slipped 0.5%. Tesla’s robotaxi launch in Austin without safety monitors drew investor attention but left its stock little changed. New York’s state comptroller filed a shareholder proposal urging Uber to report on handling sexual harassment and assault claims.
Broadcom stock slides in regular trade as chip jitters return; AVGO eyes Fed week

Broadcom stock slides in regular trade as chip jitters return; AVGO eyes Fed week

Broadcom shares fell 2.7% to $316.78 Friday morning after a U.S. government contract put its VMware unit in focus. Chip stocks dropped as traders weighed earnings forecasts ahead of next week’s Federal Reserve meeting. Intel slid 14.9% on a weak outlook, pulling the Philadelphia Semiconductor Index down 1.6%. The federal “OneGov” deal offers agencies up to 64% off VMware software through May 2027.
AMD stock rises again: Advanced Micro Devices extends rally as traders eye earnings and AI-server demand

AMD stock rises again: Advanced Micro Devices extends rally as traders eye earnings and AI-server demand

AMD shares rose 3.6% to $262.86 in early New York trading Friday, heading for a ninth straight gain and the longest winning streak in nearly six years. The rally comes ahead of AMD’s Feb. 3 earnings report, with investors focused on demand for server processors and data center AI. Intel shares fell after a weak forecast. AMD touched $266.76 before paring gains.
Sandisk stock price today: SNDK holds near $500 as short-squeeze talk and filings keep traders wary

Sandisk stock price today: SNDK holds near $500 as short-squeeze talk and filings keep traders wary

Sandisk shares traded at $503.44 early Friday after BlackRock disclosed a 6% stake and insider Kimberly Alexy filed to sell shares. Short interest rose to 7.5% of the float, with about $3 billion in unrealized losses for short sellers. The stock is up 112% this year, with earnings due Jan. 29. Trading volume Thursday reached 20.48 million shares.
23 January 2026
Meta stock jumps nearly 6% as Threads ad rollout widens and earnings loom

Meta stock jumps nearly 6% as Threads ad rollout widens and earnings loom

Meta Platforms shares jumped 5.7% to $647.63 by 9:38 a.m. ET Friday, extending a rally ahead of next week’s earnings and a Federal Reserve decision. Threads will begin global ad rollout next week, targeting over 400 million users. Britain’s Ofcom opened an investigation into Meta’s WhatsApp disclosures. Meta reports Q4 and full-year results after markets close Jan. 28.
Robo.ai stock price jumps before the bell on Ghazi Group AI infrastructure deal (AIIO)

Robo.ai stock price jumps before the bell on Ghazi Group AI infrastructure deal (AIIO)

Robo.ai shares jumped about 25% to 33 cents in premarket trading Friday after announcing a three-year reseller deal with The Ghazi Group targeting MENA and Southeast Asia, with projected revenue over $100 million. The stock remains below Nasdaq’s $1 minimum, leaving the company at risk of delisting if it fails to regain compliance by June 8, 2026.
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Stock Market Today

  • Investor Unease Grows as Middle East Conflict Enters Fifth Week, Markets React
    March 29, 2026, 8:31 PM EDT. Stocks declined as tensions in the Middle East escalated with Iran-backed Houthi forces joining the conflict and more U.S. troops arriving, prompting fears of a prolonged war. Brent crude oil prices surged above $115 per barrel, raising inflation concerns. The S&P 500 dropped 3.6% over two days, its worst fall in a year, while the Nasdaq entered correction territory. The dollar strengthened, while government bonds lost ground amid inflation worries, pushing yields higher and dimming hopes for Federal Reserve rate cuts this year. Bitcoin slid to its lowest level in over three weeks as investors shifted to safer assets. Analysts warn oil could reach $200 a barrel if the conflict persists and disrupts Middle East oil flows further.
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