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Technology 15 January 2026

Shopify stock ticks higher after Toronto tech rout as AI-shopping push stays in view

Shopify stock ticks higher after Toronto tech rout as AI-shopping push stays in view

Shopify shares rose 0.8% to $158.7 by midday Thursday, rebounding after a 5.9% drop in Toronto the previous day. The move comes as investors assess Shopify’s new integrations with Google and Microsoft shopping tools. Shares traded between $157.9 and $161.3, remaining below the 52-week high. Broader tech stocks also edged higher despite uncertainty over U.S. interest rate cuts.
Grab stock slides as Indonesia weighs halving ride-hailing commissions, with earnings date looming

Grab stock slides as Indonesia weighs halving ride-hailing commissions, with earnings date looming

Grab Holdings shares fell 3.5% to $4.47 Thursday morning after news of a draft Indonesian decree that would cut ride-hailing commission caps to 10% and require platforms to pay more driver benefits. The proposal, still under review, has raised investor concerns ahead of Grab’s Feb. 11 earnings release. Shares have dropped for two days despite broader U.S. market gains.
15 January 2026
Applied Materials stock jumps today as TSMC lifts 2026 capex and Barclays upgrades AMAT

Applied Materials stock jumps today as TSMC lifts 2026 capex and Barclays upgrades AMAT

Applied Materials surged 7.8% to $325.41 Thursday after TSMC raised its 2026 capital spending outlook to up to $56 billion, far above forecasts. Barclays upgraded Applied to “overweight” and Stifel raised its price target, citing stronger chip equipment demand. U.S. chip tool stocks rallied broadly. Applied warned that tighter U.S. export rules could cut $600 million from 2026 revenue.
15 January 2026
TSMC sparks chip-stock surge as Wall Street rebounds on bank earnings

TSMC sparks chip-stock surge as Wall Street rebounds on bank earnings

U.S. stocks rebounded Thursday, led by gains in chipmakers after TSMC projected 30% revenue growth for 2026 and posted record quarterly profit. The Dow rose 146 points, the S&P 500 gained 40, and the Nasdaq climbed 197 in early trading. Jobless claims dropped to 198,000, supporting optimism for rate cuts. Morgan Stanley and Goldman Sachs both beat profit forecasts on strong deal activity.
Intel stock hits $49.78 52-week high as KeyBanc flags “sold out” AI server chips

Intel stock hits $49.78 52-week high as KeyBanc flags “sold out” AI server chips

Intel shares hit a 52-week high of $49.78 on Thursday after KeyBanc upgraded both Intel and AMD, citing surging AI-driven server chip demand. Analyst John Vinh reported Intel is nearly sold out of 2026 server CPU capacity and highlighted improved manufacturing yields. KeyBanc set price targets of $60 for Intel and $270 for AMD. Neither Intel nor Apple commented on reports of a new supply deal.
AMD stock rises after ‘sold out’ server-chip call, with tariffs and earnings in view

AMD stock rises after ‘sold out’ server-chip call, with tariffs and earnings in view

AMD shares rose 3.3% to $230.96 early Thursday, tracking gains in chip stocks after TSMC’s upbeat spending forecast. KeyBanc upgraded AMD to “overweight,” citing tight 2026 server CPU supply and potential price hikes. Investors await AMD’s Feb. 3 earnings and are watching for impacts from new U.S. tariffs on advanced AI chips.
Apple stock steadies after India’s final App Store antitrust warning — what AAPL investors watch next

Apple stock steadies after India’s final App Store antitrust warning — what AAPL investors watch next

Apple shares rose 0.1% after India’s antitrust regulator warned it may proceed without the company’s input in a long-running App Store probe. A Delhi High Court hearing is set for Jan. 27. India is also considering rules that would force phone makers to share source code and device logs. Apple has not commented on the regulator’s warning or the security proposal.
15 January 2026
Meta stock drops as Reality Labs layoffs and Wikipedia AI deal put costs in focus

Meta stock drops as Reality Labs layoffs and Wikipedia AI deal put costs in focus

Meta Platforms shares fell 2.4% to $615.52 Thursday after the company cut about 1,500 jobs in its Reality Labs unit, shifting investment from metaverse projects to AI and wearables. Earthjustice urged regulators to review Meta’s $27 billion Louisiana data center deal, citing a lease arrangement that could let Meta exit with minimal cost. Wikimedia Foundation announced licensing deals with Meta, Microsoft, and Amazon for AI training.
Microsoft stock drops as Swiss antitrust probe, Wikipedia AI deals stack up ahead of earnings

Microsoft stock drops as Swiss antitrust probe, Wikipedia AI deals stack up ahead of earnings

Microsoft shares fell 2.4% to $459.38 in early New York trading Thursday after Switzerland’s competition commission opened a preliminary probe into its licensing fees. The Invesco QQQ dropped 1%. Microsoft said it would cooperate with Swiss regulators. Investors are watching for AI-related expenses and new licensing deals ahead of Microsoft’s Jan. 28 earnings report.
Unity stock ticks up in premarket after sharp slide as Feb. 11 earnings date lands

Unity stock ticks up in premarket after sharp slide as Feb. 11 earnings date lands

Unity Software shares rose about 1% to $42.45 in premarket trading Thursday, recovering part of an 8% drop from the previous session. The company said it will report fourth-quarter and full-year 2025 earnings before the market opens on Feb. 11. Trading volume surged Wednesday as the stock hit an intraday low of $40.76. Investors await new guidance amid recent volatility.
Micron (MU) stock jumps before the bell as TSMC outlook sparks chip rally

Micron (MU) stock jumps before the bell as TSMC outlook sparks chip rally

Micron shares rose 3.1% to $343.67 in premarket trading Thursday, tracking gains across semiconductor stocks after Taiwan Semiconductor’s strong results. SK Hynix announced accelerated HBM production to meet AI-driven memory demand. Retail investors increased bets on memory stocks in January. Micron’s annual shareholder meeting is set for 10 a.m. MST, with several governance items up for vote.
ASML stock hits record high, clears $500B as TSMC lifts AI chip spending plan

ASML stock hits record high, clears $500B as TSMC lifts AI chip spending plan

ASML shares hit a record high Thursday, pushing its market value above $500 billion after TSMC announced a 2026 capital budget of up to $56 billion. ASML rose 4.3% by 0952 GMT, while U.S. chip tool makers also rallied. TSMC’s Q4 profit beat expectations, but its CEO warned of possible risks from an AI investment bubble. ASML reports earnings Jan. 28.
TSMC jolts Wall Street futures higher as chip stocks pop before the open

TSMC jolts Wall Street futures higher as chip stocks pop before the open

S&P 500 and Nasdaq 100 futures rose Thursday after TSMC reported record fourth-quarter profit and raised its 2026 capital spending forecast to up to $56 billion. Applied Materials, Lam Research, and KLA jumped 5% to 6% premarket. Oil prices slid over 4% after Trump eased rhetoric on Iran. Major banks warned a proposed cap on credit card interest rates could restrict consumer lending.
Oakville teens land early funding for shark-deterring net as Halton board steps up mental health push

Oakville teens land early funding for shark-deterring net as Halton board steps up mental health push

Three Grade 11 students from Oakville’s T.A. Blakelock High School have raised about $5,500 for a shark-repelling fishing net using recycled materials, electromagnets, and blue LEDs, the Halton District School Board said Thursday. Most funding came from a Rotary conference in Orillia. The team is seeking intellectual property protection and plans to test the net on the East Coast.
15 January 2026
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