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Technology 12 January 2026 - 13 January 2026

Oracle stock slips in regular trade despite Goldman buy call as AI buildout stays in focus

Oracle stock slips in regular trade despite Goldman buy call as AI buildout stays in focus

Oracle shares fell 1.3% to $202.10 in early trading Tuesday, underperforming after Goldman Sachs upgraded the stock to “Buy” with a $240 target. Investors focused on near-term costs from data-center expansion and concerns about how quickly new AI-driven cloud capacity will generate revenue. Two board members retired, with Oracle stating the departures were not due to disputes. The company will pay a $0.50 dividend on Jan. 23.
13 January 2026
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Navitas Semiconductor stock slides 7% as NVTS swings ahead of CEO’s Needham conference slot

Navitas Semiconductor stock slides 7% as NVTS swings ahead of CEO’s Needham conference slot

Navitas Semiconductor shares dropped 7.1% to $9.69 in late-morning New York trading Tuesday after an early surge faded. The move contrasted with modest gains in chip-sector ETFs and losses in the broader market. Traders are watching for signals from management at Wednesday’s scheduled investor conference appearance. No new company news was released Tuesday.
13 January 2026
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Alphabet stock cracks $4 trillion as Apple taps Gemini for Siri overhaul

Alphabet stock cracks $4 trillion as Apple taps Gemini for Siri overhaul

Alphabet’s market value briefly reached $4 trillion Monday after announcing a multi-year AI deal with Apple to integrate Google’s Gemini models into Siri. Shares hit a record $334.04 before retreating. Google Cloud revenue rose 34% in Q3, while chip rental deals and ad sales fueled further growth. Alphabet overtook Apple in market cap last week for the first time since 2019.
13 January 2026
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SanDisk (SNDK) stock slips in early trade as AI-storage rally cools; earnings ahead

SanDisk (SNDK) stock slips in early trade as AI-storage rally cools; earnings ahead

Sandisk shares fell 1.2% to $384.53 in Tuesday morning trading, paring gains from an earlier rally this month. Traders are focused on the company’s Jan. 29 earnings for updates on NAND flash pricing and margins. Micron dropped about 2%, Western Digital slipped 0.5%, and Seagate was flat. Sandisk has become one of the most volatile storage stocks since its spinoff from Western Digital.
13 January 2026
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Why Super Micro (SMCI) stock is sliding as Wall Street digests CPI and its NRF retail AI pitch

Why Super Micro (SMCI) stock is sliding as Wall Street digests CPI and its NRF retail AI pitch

Super Micro Computer shares fell 2.6% to $29.33 in early New York trading Tuesday after U.S. inflation data met forecasts and investors retreated from high-growth hardware stocks. The company is showcasing new AI-driven “intelligent store” systems at the NRF retail conference, leveraging NVIDIA technology. Peers traded mixed, with Nvidia down 0.3% and Dell up 1%. Investors await updates at a panel later Tuesday.
13 January 2026
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AMD stock jumps on KeyBanc upgrade as analyst flags tight 2026 server CPU supply

AMD stock jumps on KeyBanc upgrade as analyst flags tight 2026 server CPU supply

AMD jumped 5.6% to $219.37 in early Tuesday trading after KeyBanc upgraded the stock to “Overweight,” citing strong cloud demand and rising memory prices. Analyst John Vinh said AMD’s server CPUs are nearly sold out for 2026. The company reports earnings Feb. 3. Broader tech shares moved after December CPI data showed a 0.3% monthly rise, with core inflation up 0.2%.
13 January 2026
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Micron stock inches up as KeyBanc hikes target to $450, points to tight memory supply

Micron stock inches up as KeyBanc hikes target to $450, points to tight memory supply

Micron shares rose 0.2% to $345.87 Tuesday after KeyBanc raised its price target to $450, citing strong demand from major cloud clients and tight memory supply. Bank of America also lifted its target to $400. SK Hynix announced a $12.9 billion chip-packaging investment, underscoring rising demand for high-bandwidth memory. Traders are watching memory prices and upcoming earnings for signs of continued supply pressure.
13 January 2026
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Nvidia stock barely budges after H200 China payment reset; Lilly AI lab plan in focus

Nvidia stock barely budges after H200 China payment reset; Lilly AI lab plan in focus

Nvidia said it will not require upfront payment for H200 AI chips, countering reports of stricter terms for Chinese buyers. Shares edged up 0.03% to $184.94 in early New York trading. Investors remain focused on China sales and the company’s Feb. 25 earnings for updates on demand and margins. Chip sector peers posted mixed results as U.S. inflation data met forecasts.
13 January 2026
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Intel stock slips premarket despite KeyBanc upgrade as traders eye Jan. 22 earnings

Intel stock slips premarket despite KeyBanc upgrade as traders eye Jan. 22 earnings

Intel shares fell 3.3% to $44.06 in premarket trading Tuesday despite a KeyBanc upgrade to Overweight and a $60 target, citing strong server chip demand and improved 18A yields. KeyBanc said Intel is largely sold out of server CPUs for 2026 and may raise prices 10–15%. Investors await Intel’s Jan. 22 earnings for updates on pricing and foundry progress. AMD rose 2.2% after a similar upgrade.
13 January 2026
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Adobe stock slides as Goldman turns bearish; CPI and Firefly AI push set up Tuesday

Adobe stock slides as Goldman turns bearish; CPI and Firefly AI push set up Tuesday

Adobe fell 1.9% to $327.65 Monday, underperforming the S&P 500 and Dow, after Goldman Sachs initiated coverage with a Sell rating and $290 target. The stock is about 30% below its 52-week high amid analyst skepticism over AI monetization and competitive pressure. Trading volume was slightly below average. Investors await December CPI data Tuesday morning.
13 January 2026
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AST SpaceMobile stock in focus after AT&T FirstNet sets first-half 2026 satellite target

AST SpaceMobile stock in focus after AT&T FirstNet sets first-half 2026 satellite target

AST SpaceMobile shares closed up 0.7% at $98.39 after AT&T’s FirstNet announced plans to launch satellite connectivity for first responders by mid-2026. AST recently launched its BlueBird 6 satellite and aims for up to 60 satellites by the end of 2026. Investors remain focused on the company’s ability to accelerate launches and expand ground gateways. The stock is up about 35% year-to-date.
13 January 2026
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Bloom Energy stock whipsaws, ends higher as traders stick with data-center power bet

Bloom Energy stock whipsaws, ends higher as traders stick with data-center power bet

Bloom Energy shares rose 2.1% to $136.87 Monday, then slipped 0.1% after hours. The move follows news that an American Electric Power unit signed a $2.65 billion deal for Bloom’s fuel cells tied to a Wyoming project. AEP also secured a 20-year offtake agreement with an unnamed investment-grade customer. Investors await details on the customer and Bloom’s next earnings report.
13 January 2026
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Why Qualcomm stock slid nearly 5% today: Mizuho downgrade, Apple risk and the next QCOM catalyst

Why Qualcomm stock slid nearly 5% today: Mizuho downgrade, Apple risk and the next QCOM catalyst

Qualcomm shares fell 4.8% to $169.27 in after-hours trading Monday after Mizuho downgraded the stock and cut its price target, citing handset and iPhone-related risks. The drop came as the S&P 500 rose 0.16%. Investors are watching for Qualcomm’s earnings report in early February for updates on phone sales and Apple’s plans to develop more in-house modem technology.
13 January 2026
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Sandisk stock price today: SNDK rises after hours as AI memory squeeze puts Jan. 29 earnings in focus

Sandisk stock price today: SNDK rises after hours as AI memory squeeze puts Jan. 29 earnings in focus

Sandisk shares rose 3.1% to $389.27 in after-hours trading Monday, with volume at 14.5 million shares. The stock has surged 64% since the end of 2025 amid strong demand for memory and storage. Western Digital and Seagate also posted gains. Sandisk reports fiscal Q2 results on Jan. 29, with traders bracing for a potential 21% swing, according to options data.
12 January 2026
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