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Technology News 20 January 2026

Oracle stock price slides as tariff fears hit tech — what ORCL investors watch next

Oracle stock price slides as tariff fears hit tech — what ORCL investors watch next

New York, Jan 20, 2026, 11:20 EST — Regular session Oracle Corp shares fell 3.9% to $183.71 in late-morning trading on Tuesday, extending losses following a rocky start to 2026 for the software and cloud giant. The timing is crucial. Oracle has become a stand-in for debt-fueled AI infrastructure bets, and investors have quickly dumped shares at any hint of rising funding costs or waning risk appetite. Back in December, the company revealed that capital expenditures—covering major investments like data centers and servers—would be $15 billion higher in fiscal 2026 than its September forecast. (Reuters) Tuesday’s selloff hit alongside broader
20 January 2026
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AST SpaceMobile stock barely budges after Deutsche Bank lifts target to $137

AST SpaceMobile stock barely budges after Deutsche Bank lifts target to $137

New York, January 20, 2026, 10:55 ET — Market open for regular trading. AST SpaceMobile shares slipped 0.2% to $115.59 in early Tuesday trading, bouncing within a range from $107.69 to $118.92. Deutsche Bank boosted its price target on the Nasdaq-listed satellite company to $137 from $81, maintaining a “Buy” rating. The firm pointed to a richer valuation multiple and accelerated long-term growth assumptions in its outlook. (TipRanks) The stock now hinges squarely on execution. Investors are ready to pay a premium for evidence that the company can shift from “proof” satellites to a consistent factory-and-launch cadence—and do so fast
20 January 2026
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Intel stock jumps as HSBC, Seaport upgrades sharpen focus on Jan. 22 earnings

Intel stock jumps as HSBC, Seaport upgrades sharpen focus on Jan. 22 earnings

New York, Jan 20, 2026, 10:15 EST — Regular session Intel shares jumped 4.9% to $49.25 by mid-morning Tuesday, beating the broader U.S. market’s sluggish trend. Upgrades from HSBC and Seaport reignited interest in the chipmaker ahead of its earnings report. The calls arrive just days ahead of Intel’s Q4 earnings report, set for after the market closes on Jan. 22. Investors want to see signs that the extended recovery in PCs, data centers, and contract chip production is finally reflected in the results. (Intel) Options pricing indicates traders are gearing up for an 8.82% swing either way following the
20 January 2026
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Sandisk stock jumps as Citi doubles price target to $490, bucking a weak market

Sandisk stock jumps as Citi doubles price target to $490, bucking a weak market

New York, Jan 20, 2026, 10:14 EST — Regular session Shares of Sandisk Corp jumped Tuesday after Citi boosted its 12-month price target to $490 from $280, reaffirming its Buy rating. The bank cited strong spending from major cloud data-center players as a key driver. Sandisk climbed roughly 7.4% to $444.43 by mid-morning, hitting an intraday peak of $449.80. (TipRanks) The rally held firm despite a broad drop in U.S. stocks, with the Nasdaq-100 slipping around 1.5% and the S&P 500 ETF down about 1.4%. Memory and storage names edged up too, but more modestly: Micron climbed roughly 3.9%, Western
20 January 2026
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Palantir stock slips despite HD Hyundai deal worth “hundreds of millions” — what PLTR investors watch next

Palantir stock slips despite HD Hyundai deal worth “hundreds of millions” — what PLTR investors watch next

New York, Jan 20, 2026, 10:10 (EST) — Regular session Shares of Palantir Technologies (PLTR.O) slipped roughly 2% to $167.58 Tuesday morning. The data analytics firm had just broadened its partnership with South Korea’s HD Hyundai in a deal Reuters reported could total hundreds of millions of dollars over multiple years. (Reuters) Timing is crucial. Palantir has been pushing its software well beyond its U.S. government base, targeting major industrial clients—the kind Wall Street watches closely to gauge if commercial growth can stick. The timing coincides with executives gathering in Davos for the World Economic Forum, a hotspot where deals
20 January 2026
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Super Micro stock slides 7% after the bell as tariff headlines hammer risk bets (SMCI)

Super Micro stock slides 7% after the bell as tariff headlines hammer risk bets (SMCI)

NEW YORK, Jan 20, 2026, 09:40 EST — Regular session Shares of Super Micro Computer (SMCI) dropped roughly 7% to $30.35 early Tuesday, following a holiday pause and a solid rally last week. The stock swung between $30.26 and $31.39, closing previously at $32.64. (Google) Timing played a role. After Monday’s holiday closure, U.S. markets reopened with cash equity trading resuming, only to see a risk-off mood take hold. Tech stocks and other volatile sectors led the decline. (New York Stock Exchange) SMCI has emerged as a quick barometer for the market’s appetite in AI-related hardware. Once sentiment shifts, it
20 January 2026
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Micron stock price jumps nearly 8% as $1.8 billion Taiwan fab deal and Stifel target lift MU

Micron stock price jumps nearly 8% as $1.8 billion Taiwan fab deal and Stifel target lift MU

New York, Jan 20, 2026, 09:33 EST — Regular session Micron Technology Inc (Nasdaq: MU) shares surged roughly 7.8% to $362.75 in early New York trading Tuesday, climbing $26.12 from the previous close and briefly touching $362.84. The rally came on the back of Micron’s announcement to expand capacity in Taiwan, coupled with new price-target upgrades from Wall Street analysts. Memory’s back as a bottleneck, plain and simple. Investors aren’t just betting on growth—they’re pricing in the risk of shortages. The focus is on high-bandwidth memory, the key component for AI servers, since its supply can tighten fast and steer
20 January 2026
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Apple stock slips early as tariff jitters weigh on tech; analysts point to iPhone demand

Apple stock slips early as tariff jitters weigh on tech; analysts point to iPhone demand

New York, January 20, 2026, 09:33 EST — Regular session Apple (AAPL) shares dipped 1.1% to $255.53 in early Tuesday trading, edging lower as the broader market got off to a shaky start. The stock shed $2.72 from its previous close. This move carries weight since Apple ranks among the largest components of both the Nasdaq and S&P 500. Even a slight dip can sway the indexes, particularly when risk appetite is subdued. This trade hinges on timing. After the long U.S. holiday weekend, investors face a packed schedule of headlines and earnings reports, including Apple’s results coming next week.
20 January 2026
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Intel stock slides premarket despite HSBC upgrade as tariff jitters hit tech

Intel stock slides premarket despite HSBC upgrade as tariff jitters hit tech

NEW YORK, January 20, 2026, 08:54 (EST) — Premarket Intel (INTC) shares dropped 2.8% to $46.96 in premarket trading Tuesday, despite HSBC upgrading the chipmaker from “Reduce” to “Hold” and lifting its price target to $50 from $26. The bank highlighted stronger demand for general-purpose server CPUs linked to “agentic AI” workloads and noted increased foundry activity, though it cautioned that uncertainties persist. (TipRanks) The stock jump comes just days ahead of Intel’s fourth-quarter earnings report, which is due after the U.S. market closes on Thursday. Investors will be watching management’s outlook closely—it could overshadow the actual quarterly figures. Intel’s
20 January 2026
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Is Super Micro (SMCI) the AI bargain of 2026? A new note says margins could flip

Is Super Micro (SMCI) the AI bargain of 2026? A new note says margins could flip

New York, Jan 20, 2026, 09:06 EST Super Micro Computer is drawing attention again before Tuesday’s U.S. market open, following a Seeking Alpha note that called the AI server maker undervalued despite strong demand for AI hardware. The timing is crucial as the stock has swung wildly between enthusiasm for AI infrastructure and doubts over profitability. The question now isn’t if AI servers will sell, but whether Super Micro can turn a solid profit from them. Super Micro, headquartered in San Jose, California, manufactures servers for data centers, specializing in high-density systems powered by graphics processing units, or GPUs —
20 January 2026
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Microsoft stock (MSFT) ticks up premarket even as Trump tariff threat shakes tech

Microsoft stock (MSFT) ticks up premarket even as Trump tariff threat shakes tech

New York, Jan 20, 2026, 07:52 EST — Premarket. Microsoft shares rose 0.7% to $459.86 in premarket trading on Tuesday, after the prior close at $456.81. The company has a market value of about $3.85 trillion. The stock’s early lift comes into a risk-off open for U.S. equities, after President Donald Trump renewed tariff threats against several European countries in a dispute tied to Greenland. In early moves, Dow, S&P 500 and Nasdaq futures were down about 1.5%, 1.6% and 2%, while the CBOE Volatility Index — known as Wall Street’s “fear gauge” — hit a two-month high, and gold
20 January 2026
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Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

TAIPEI, Jan 20, 2026, 21:25 GMT+8 Micron Technology revealed plans to buy Powerchip Semiconductor Manufacturing Corp’s P5 fab in Tongluo, Taiwan, for $1.8 billion in cash. This move underscores Micron’s confidence that demand for dynamic random access memory (DRAM)—used mainly in computers and servers—will keep outstripping supply. Shares of Powerchip surged nearly 10% after the announcement. The acquisition brings about 300,000 square feet of cleanroom space to Micron and aims to increase DRAM wafer production starting in the second half of 2027. The deal should wrap up by Q2 2026, subject to regulatory approval. TrendForce projects the initial capacity phase
20 January 2026
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:25 AM EST Dollar Dips as Stocks Rally and US Data Influences Fed Rate Expectations February 7, 2026, 12:18 AM EST. The **dollar index** fell 0.17%, pressured by a rebound in equity markets reducing demand for the safe-haven currency. Weaker-than-expected U.S. labor market data raised the odds of a Fed rate cut to 18% for March, though consumer sentiment improved to a six-month high, limiting losses. Hawkish comments from Atlanta Fed's Raphael Bostic emphasized maintaining restrictive monetary policy. The dollar faces medium-term weakness amid expectations for rate cuts
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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