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Technology News 2 January 2026 - 3 January 2026

AST SpaceMobile stock jumps nearly 15% as BlueBird 6 milestone puts 2026 rollout back in focus

AST SpaceMobile stock jumps nearly 15% as BlueBird 6 milestone puts 2026 rollout back in focus

New York, Jan 2, 2026, 18:37 ET — After-hours AST SpaceMobile shares surged on Friday and held gains into after-hours trading, as investors returned from the holiday break chasing momentum in satellite-to-phone connectivity plays. The stock was up 14.9% at $83.47. The move matters now because 2026 is shaping up as a make-or-break year for companies promising to connect ordinary smartphones to satellites — a race that has drawn telecom partners, regulators and retail traders. AST is still in the buildout phase, so the stock tends to react sharply to execution milestones and deployment timelines. It also lands as the
3 January 2026
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Adobe stock drops nearly 5% to start 2026 as tech lags; what investors watch next

Adobe stock drops nearly 5% to start 2026 as tech lags; what investors watch next

NEW YORK, Jan 2, 2026, 18:14 ET — After-hours Adobe stock (NASDAQ: ADBE) fell 4.8% on Friday and last traded at $333.30 in after-hours trading, which takes place electronically after the 4 p.m. close in New York. The shares opened at $349.86 and traded as low as $331.67. The drop left Adobe among notable laggards in big tech even as the Dow and S&P 500 ended higher on the first trading day of 2026, while the Nasdaq was little changed. “Investors might be a little bit more conscious about some of the valuations that they’re paying for some of the
3 January 2026
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Sandisk (SNDK) stock jumps 16% after-hours as board adds First Solar CFO and chip rally kicks off 2026

Sandisk (SNDK) stock jumps 16% after-hours as board adds First Solar CFO and chip rally kicks off 2026

NEW YORK, Jan 2, 2026, 17:40 ET — After-hours Shares of Sandisk Corp rose about 16% to $275.24 in after-hours trading on Friday, after the first regular U.S. session of 2026. After-hours trading is the period outside the 9:30 a.m. to 4 p.m. ET session when stocks continue to trade. The move put the storage maker among the day’s biggest gainers as investors rotated back into chip and AI-linked hardware names. The Philadelphia semiconductor index ended up 4% on Friday, according to Reuters. Reuters Sandisk also announced after the close that it appointed Alexander R. Bradley, chief financial officer of
2 January 2026
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Broadcom stock today: AVGO holds gains after hours as CFO sale notice and chip rally grab attention

Broadcom stock today: AVGO holds gains after hours as CFO sale notice and chip rally grab attention

NEW YORK, Jan 2, 2026, 17:03 ET — After-hours Broadcom Inc. shares rose 0.4% to $347.62 on Friday and were little changed in after-hours trading, after swinging between $345.61 and $360.56. About 24.8 million shares changed hands, according to market data. The stock held steady late in the day as investors digested a disclosure pointing to a potential share sale by Broadcom’s finance chief, and as chip stocks rebounded to start 2026. That matters now because Broadcom sits at the center of the market’s “AI infrastructure” trade — the semiconductor and networking plumbing that supports large-scale data centers — while
2 January 2026
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Meta stock slides after hours as scam-ad ‘playbook’ report puts regulatory risk back in focus

Meta stock slides after hours as scam-ad ‘playbook’ report puts regulatory risk back in focus

NEW YORK, January 2, 2026, 4:31 PM ET — After-hours Meta Platforms (META) shares fell $9.47, or 1.4%, to $650.41 in after-hours trading on Friday. The stock traded between $643.58 and $666.10 during the regular session. After-hours trading runs after the 4 p.m. close and can move faster on lighter volume. The Facebook and Instagram owner is back in the crosshairs over scam advertising, and investors are weighing whether tighter rules follow. Any change that blocks paying advertisers or lifts compliance costs would hit the engine that funds Meta’s growth spending. Reuters, citing internal documents, reported that Meta drafted a
2 January 2026
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Apple stock slips as Raymond James turns cautious; Vision Pro pullback report hits AAPL

Apple stock slips as Raymond James turns cautious; Vision Pro pullback report hits AAPL

NEW YORK, Jan 2, 2026, 16:31 ET — After-hours Apple Inc shares slipped on Friday after a brokerage note flagged a stretched valuation and a report said the company has pulled back on Vision Pro production. The stock closed down 0.31% at $271.01 and was little changed in after-hours trading, which takes place after the 4 p.m. close. Investing The move matters as investors head into 2026 looking for the next leg of growth beyond iPhone upgrades and services momentum. For a company Apple’s size, even incremental shifts in expectations can move the stock and the broader tech-heavy indexes. Wall
2 January 2026
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Micron stock jumps 10% as Bernstein hikes MU target to $330 — what investors watch next

Micron stock jumps 10% as Bernstein hikes MU target to $330 — what investors watch next

NEW YORK, Jan 2, 2026, 16:15 ET — After-hours Micron Technology Inc shares closed up 10.4% at $315.23 on Friday after a Bernstein note lifted sentiment on memory pricing, extending a semiconductor rally to start 2026. The stock touched $315.37 and gained $29.82 from Thursday’s close, market data showed. StockAnalysis The call matters because Micron’s earnings are highly sensitive to memory pricing — small shifts in contract prices can swing margins. Investors have been hunting for new signposts on whether AI-driven demand is keeping the supply squeeze intact as 2026 begins. High-bandwidth memory, or HBM, is a premium stacked memory
2 January 2026
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Palantir stock drops nearly 6% to start 2026 as yields rise and chips rally

Palantir stock drops nearly 6% to start 2026 as yields rise and chips rally

NEW YORK, Jan 2, 2026, 16:09 ET — After-hours Palantir Technologies Inc. shares fell 5.7% on Friday to close at $167.59, giving back early gains as the first trading day of 2026 turned choppy for growth stocks. The move matters because Palantir was one of last year’s standout AI-linked winners, leaving the stock more sensitive to shifts in risk appetite and interest-rate expectations than the broader market. Friday’s drop also underscored how quickly money can rotate at the start of a new year, with investors moving toward areas tied to AI infrastructure — notably chipmakers — while some high-multiple software
2 January 2026
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Nvidia stock rises as chipmakers rally into 2026; NVDA traders eye CES and earnings

Nvidia stock rises as chipmakers rally into 2026; NVDA traders eye CES and earnings

NEW YORK, January 2, 2026, 16:06 ET — After-hours NVIDIA Corp shares rose $2.00, or about 1.1%, to $188.50 in late trade on Friday, extending a semiconductor-led lift in the first trading session of 2026. The move mattered because chipmakers helped offset broader market churn, with the Philadelphia SE Semiconductor index up about 3.5% in afternoon trading. Reuters For investors, Nvidia’s direction is a quick read on whether the “AI infrastructure” trade is regaining traction after a choppy year-end. That trade centers on spending for servers, networking and power gear that run artificial intelligence workloads. Reuters Peers also advanced. AMD
2 January 2026
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Motorola Solutions (MSI) stock falls late Friday as investors start 2026 on edge

Motorola Solutions (MSI) stock falls late Friday as investors start 2026 on edge

NEW YORK, January 2, 2026, 15:49 ET — Regular session Motorola Solutions Inc (MSI) shares fell about 0.7% to $380.68 on Friday afternoon, after swinging between $384.69 and $380.00 earlier in the session. The move came as U.S. stocks seesawed on the first trading day of 2026, with Treasury yields higher and investors watching for the return of key economic data after a recent federal government shutdown delayed some releases, Reuters reported. Reuters Strategists have also flagged valuation risk after last year’s run-up. “Stocks trade expensive on 18 of 20 measures,” Savita Subramanian, Bank of America’s equity and quant strategist,
2 January 2026
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SailPoint stock sinks 6% today: what’s driving SAIL and what to watch next

SailPoint stock sinks 6% today: what’s driving SAIL and what to watch next

NEW YORK, Jan 2, 2026, 15:10 ET — Regular session Shares of SailPoint, Inc. fell about 6.5% on Friday, giving the identity security software maker one of the sharpest declines among mid-cap cybersecurity stocks. The drop matters because investors are opening the new year reassessing risk after 2025’s strong run, with attention shifting back to valuations and the interest-rate outlook that tends to drive high-growth software. Reuters “Stocks trade expensive on 18 of 20 measures,” said Savita Subramanian, Bank of America’s equity and quant strategist, in a note, as investors looked ahead to next week’s labor-market data for clues on
2 January 2026
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Nebius stock jumps about 7% as chips rally in first U.S. session of 2026 (NBIS)

Nebius stock jumps about 7% as chips rally in first U.S. session of 2026 (NBIS)

NEW YORK, Jan 2, 2026, 15:09 ET — Regular session Shares of Nebius Group N.V. were up 7.4% at $89.91 on Friday afternoon, extending a rebound in AI infrastructure-linked stocks as chip names led the market. The move matters because Nebius is widely seen as a high-beta proxy for demand for graphics processing units, or GPUs — chips used to train and run artificial intelligence models. When investors lean into AI hardware, smaller infrastructure suppliers often swing harder. Friday was the first full U.S. trading session of 2026, with traders recalibrating risk after last year’s gains and turning to early-year
2 January 2026
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Palo Alto Networks stock today: PANW slides nearly 3% as cybersecurity shares lag to start 2026

Palo Alto Networks stock today: PANW slides nearly 3% as cybersecurity shares lag to start 2026

NEW YORK, January 2, 2026, 15:04 ET — Regular session Palo Alto Networks, Inc. shares fell about 2.9% to $178.87 in afternoon trading on Friday. The stock opened at $184.81 and swung between $186.99 and $177.23; about 4.1 million shares had traded. The move matters because investors are using the first trading day of the year to reset risk positions, and high-growth software has been sensitive to shifts in interest-rate expectations. A heavy U.S. data calendar next week could move bond yields and reshape valuations quickly. The weakness was broad across cybersecurity: CrowdStrike was down about 3.5%, Zscaler fell about
2 January 2026
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Marvell stock jumps 5% in early 2026 session as chip rally lifts MRVL — what’s next

Marvell stock jumps 5% in early 2026 session as chip rally lifts MRVL — what’s next

NEW YORK, Jan 2, 2026, 14:52 ET — Regular session Marvell Technology, Inc. shares were up 5.3% at $89.52 in afternoon trading on Friday, after earlier touching $90.08, as chip stocks opened 2026 with broad gains. Volume was about 8.3 million shares, versus a prior close of $84.98. Semiconductors helped keep U.S. equities from sliding further, with the Philadelphia Semiconductor Index — a widely watched gauge of chip stocks — up 3.5%, Reuters reported. “Stocks trade expensive on 18 of 20 measures,” said Savita Subramanian, Bank of America’s equity and quant strategist, in a note. Reuters Why it matters now:
2 January 2026
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Texas Instruments (TXN) stock jumps nearly 3% as chip rally returns — what investors watch next

Texas Instruments (TXN) stock jumps nearly 3% as chip rally returns — what investors watch next

NEW YORK, January 2, 2026, 14:59 ET — Regular session Texas Instruments Incorporated (TXN) shares rose 2.9% to $178.54 by 2:59 p.m. ET on Friday, up from a prior close of $173.49, as semiconductors led gains to start the year. The move matters because Texas Instruments is heavily exposed to industrial and automotive demand, end-markets investors watch for early-cycle turns as 2026 begins. Reuters The advance tracked strength across the chip group, with the Philadelphia Semiconductor Index up about 3.5% on the session. “The next Fed Chair is probably going to be much more dovish than Jerome Powell,” said Dennis
2 January 2026
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JFrog stock sinks nearly 7% despite Barclays note on new Enterprise X price hike

JFrog stock sinks nearly 7% despite Barclays note on new Enterprise X price hike

NEW YORK, Jan 2, 2026, 14:31 ET — Regular session JFrog Ltd shares fell nearly 7% on Friday, extending a sharp pullback that took the DevOps software maker below $60 a share during the session. The decline matters because the stock has been treated as a “pricing power” story into year-end, a narrative that can fray quickly if broader software multiples come under pressure. It also comes at the very start of 2026, when investors tend to reset risk and rebalance portfolios. A fresh note from Barclays underscored that pricing lever. But the market reaction showed traders are still demanding
2 January 2026
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Klaviyo stock sinks in first 2026 session as software selloff bites KVYO

Klaviyo stock sinks in first 2026 session as software selloff bites KVYO

NEW YORK, Jan 2, 2026, 14:22 ET — Regular session Klaviyo, Inc. shares fell more than 8% on Friday afternoon, extending a pullback in software stocks in the first regular trading session of 2026. The stock was down 8.4% at $29.75 after moving between $32.46 and $29.64 on the day, according to market data. The move matters because investors are re-pricing rate-sensitive growth names at the start of the year, when positioning often resets and liquidity can thin out. For smaller software companies, that can amplify day-to-day swings. Software broadly lagged. The iShares Expanded Tech-Software Sector ETF fell about 3.1%,
2 January 2026
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CrowdStrike stock today: CRWD slides as cybersecurity sector lags Wall Street

CrowdStrike stock today: CRWD slides as cybersecurity sector lags Wall Street

NEW YORK, January 2, 2026, 12:51 ET — Regular session CrowdStrike Holdings, Inc. shares were down 3.6% at $451.74 on Friday, sliding more than the broader market as cybersecurity stocks pulled back on the first regular session of 2026. The move matters because investors often reset portfolios at the start of a new year, and richly valued software names can see outsized swings when risk appetite shifts. Macro focus is also returning after the holidays. Reuters reported investors are bracing for a batch of delayed U.S. economic releases and watching for fresh signals on the Federal Reserve’s policy path —
2 January 2026
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Qualcomm stock rises today as chip rally lifts QCOM ahead of CES and Feb. earnings

Qualcomm stock rises today as chip rally lifts QCOM ahead of CES and Feb. earnings

NEW YORK, Jan 2, 2026, 12:41 ET — Regular session Shares of QUALCOMM Incorporated rose 1.3% to $173.26 on Friday, extending an early-year rebound for chip stocks. The stock traded between $172.21 and $174.63, with about 2.1 million shares changing hands by midday. The move matters because Qualcomm sits at the center of smartphone and connected-device supply chains, and its shares often trade with broader sentiment toward semiconductors. Investors are resetting positions at the start of the year after a choppy finish to 2025. It also lands days before CES in Las Vegas, a showcase where chipmakers and device brands
2 January 2026
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Sandisk stock jumps 12% to start 2026 — what’s driving SNDK today

Sandisk stock jumps 12% to start 2026 — what’s driving SNDK today

NEW YORK, Jan 2, 2026, 11:44 ET — Regular session Shares of Sandisk Corp (SNDK) jumped nearly 12% on Friday, trading at $265.80 after touching an intraday high of $267.65. The stock swung between $242.00 and $267.65 as about 5.4 million shares changed hands in late morning trade. The move puts Sandisk back on the front foot at the start of 2026, after tech stocks stumbled in the final sessions of 2025. Traders have treated the flash-storage maker as a direct play on AI-linked data-center spending, a theme that has driven sharp rotations across semiconductors and hardware. U.S. stocks opened
2 January 2026
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Stock Market Today

CleanSpark stock price jumps 22% after earnings and AI push — what CLSK traders watch next week

CleanSpark stock price jumps 22% after earnings and AI push — what CLSK traders watch next week

7 February 2026
CleanSpark shares jumped 22% to $10.08 Friday after quarterly results and an AI infrastructure update, following bitcoin’s rebound above $70,000. The company reported a quarterly net loss tied to bitcoin price swings and outlined plans to expand power capacity in Houston. Peers Marathon Digital and Riot Platforms also surged. Upcoming U.S. jobs and inflation data next week could add further volatility.
Nu stock jumps to $17.40 as traders eye Nubank’s next catalyst

Nu stock jumps to $17.40 as traders eye Nubank’s next catalyst

7 February 2026
Nu Holdings shares climbed 3.5% to $17.40 Friday, reversing Thursday’s loss, as the Dow closed above 50,000 for the first time. Nu recently received conditional approval from U.S. regulators to form a national bank, but still needs further sign-offs before launching. The company manages $38.8 billion in deposits and reports earnings Feb. 25.
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