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Technology 13 January 2026 - 14 January 2026

Broadcom stock closes higher as $4.5 billion bond deal tees up debt paydown

Broadcom stock closes higher as $4.5 billion bond deal tees up debt paydown

Broadcom shares rose 0.7% to $354.61 Tuesday after the company announced a $4.5 billion senior notes offering to refinance VMware-related debt. The offering includes $750 million maturing in 2031 and three $1.25 billion tranches due in 2033, 2036, and 2056. Redemptions totaling about $4 billion are scheduled for Jan. 17, Jan. 22, and Feb. 6. Bernstein said AI spending remains steady despite rising competition and rates.
13 January 2026
Microsoft stock slides after Trump pressures tech on data-center power bills

Microsoft stock slides after Trump pressures tech on data-center power bills

Microsoft shares fell 1.8% to $468.44 in after-hours trading Tuesday after the company pledged to cover its U.S. data-center electricity costs and release water usage data. The move follows scrutiny from regulators and local communities over the impact of AI-driven data-center expansion on utility bills and resources. Investors await Microsoft’s Jan. 28 earnings call and possible regulatory responses.
IBM stock drops 3% even after BofA lifts target — what to watch before earnings

IBM stock drops 3% even after BofA lifts target — what to watch before earnings

IBM shares fell about 3% Tuesday, underperforming a weaker U.S. market after Bank of America raised its price target but warned of a tougher 2026 setup. BofA expects $400 million in restructuring costs to weigh on fourth-quarter margins. Investors await IBM’s January 28 earnings for signals on software growth and cash flow. IBM’s $11 billion Confluent deal remains pending.
Why Super Micro Computer stock is sliding: Goldman starts SMCI at Sell with $26 target

Why Super Micro Computer stock is sliding: Goldman starts SMCI at Sell with $26 target

Super Micro Computer shares fell 6.3% to $28.22 after Goldman Sachs initiated coverage with a Sell rating and a $26 price target, citing limited profit visibility. The stock has dropped nearly 45% in three months. Goldman expects profit margins to fall to 7.5% by 2026, down from over 15% in 2022. Increased competition and higher component costs are pressuring margins.
13 January 2026
Western Digital stock ticks up as WDC sets Jan. 29 earnings, putting AI storage demand in focus

Western Digital stock ticks up as WDC sets Jan. 29 earnings, putting AI storage demand in focus

Western Digital shares rose 1.6% to $215.57 on Tuesday, ahead of its fiscal Q2 results set for Jan. 29 after the market closes. The stock has swung sharply in recent sessions, fueled by AI-driven demand for storage and recent bullish comments from Nvidia’s CEO. Analysts expect quarterly EPS of $1.92 and revenue near $2.91 billion. Seagate also gained, while Micron fell 2.3%.
Roblox stock jumps as BMO flags a breakout game and Feb. 5 earnings loom (RBLX)

Roblox stock jumps as BMO flags a breakout game and Feb. 5 earnings loom (RBLX)

Roblox shares rose 8% to $83.09 in midday New York trading Tuesday, after touching $83.98 and trading as low as $76.05. The company will report fourth-quarter and full-year 2025 results after the bell on Feb. 5. BMO reiterated an Outperform rating, citing strong early performance of a new game. New York’s governor is pushing for stricter online gaming rules affecting Roblox, The Verge reported.
CoreWeave stock slips today after CEO swats away Nvidia “circular financing” claims

CoreWeave stock slips today after CEO swats away Nvidia “circular financing” claims

CoreWeave shares fell 1.4% to $88.67 Tuesday, reversing part of Monday’s 12% rally after management addressed concerns over GPU depreciation and financing. CEO Michael Intrator called “circular financing” claims “ridiculous” and pointed to strong resale prices for older chips. Goldman Sachs initiated coverage with a Neutral rating, citing execution risk and high leverage. CoreWeave reports earnings Feb. 9.
AppLovin stock rises as Wall Street resets targets — what traders are watching next

AppLovin stock rises as Wall Street resets targets — what traders are watching next

AppLovin shares rose 0.5% to $662.24 by 11:12 a.m. ET Tuesday after new broker price targets, rebounding from early swings between $643.00 and $666.57. Morgan Stanley raised its target to $800, while Goldman Sachs trimmed its to $710. The company will report Q4 and full-year 2025 results on Feb. 11. AppLovin remains under SEC investigation over data-collection practices.
13 January 2026
Intel stock pops after KeyBanc upgrade, $60 target as AI server demand tightens

Intel stock pops after KeyBanc upgrade, $60 target as AI server demand tightens

Intel shares jumped 6.4% to $46.88 Tuesday after KeyBanc upgraded the stock to “overweight” and raised its price target to $60, citing strong server demand and progress in manufacturing. AMD rose 5.7%, while Nvidia slipped 0.2%. Susquehanna raised its Intel target to $40 but warned of PC and data center headwinds. Intel’s new 18A chips, launched at CES, will appear in over 200 PC models this month.
Joby Aviation stock slides in New York trade — what’s moving JOBY after CPI

Joby Aviation stock slides in New York trade — what’s moving JOBY after CPI

Joby Aviation shares fell 6.7% to $14.37 by 10:49 a.m. EST, erasing earlier gains after U.S. inflation data kept annual rates steady. Archer Aviation and Eve Holding also declined, while the S&P 500 and Nasdaq-100 edged lower. Joby recently agreed to buy a property in Ohio for $61.5 million and received its first flight simulator for FAA pilot training. Investors remain focused on certification and facility deadlines.
Intel stock (INTC) jumps on KeyBanc upgrade as AI server-chip pricing comes into view

Intel stock (INTC) jumps on KeyBanc upgrade as AI server-chip pricing comes into view

Intel shares jumped over 6% Tuesday after KeyBanc upgraded the stock, citing strong demand for 2026 server CPUs and possible price hikes of up to 15%. Analyst John Vinh said Intel is nearly sold out of server chips for the year. AMD rose 4.8% on the news, while Nvidia slipped 0.7%. Intel will report earnings Jan. 22.
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