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Technology 12 January 2026

Applied Digital (APLD) stock is up again — what’s driving the move after hyperscaler leases

Applied Digital (APLD) stock is up again — what’s driving the move after hyperscaler leases

Applied Digital shares rose about 2.5% to $38.61 in late-morning New York trading Monday, extending last week’s post-earnings rally. Investors are focused on leasing progress and funding for the company’s North Dakota AI data centers. The company recently reported $126.6 million in quarterly revenue, beating estimates, but posted a net loss of $31.2 million. Traders await new contract updates and Tuesday’s U.S. CPI report.
12 January 2026
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Alphabet hits $4 trillion mark as Google’s AI reboot wins back Wall Street

Alphabet hits $4 trillion mark as Google’s AI reboot wins back Wall Street

Alphabet’s market value reached $4 trillion Monday, surpassing Apple and joining only three other companies at that level. Shares dipped 0.2% to $327.93 late morning after a 65% jump in 2025. Google Cloud revenue surged 34% in Q3, and Alphabet began leasing its in-house AI chips, with Meta reportedly in talks for a multi-billion dollar deal.
12 January 2026
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Alphabet stock’s $4 trillion flashpoint: Google’s AI refocus puts it back in the lead

Alphabet stock’s $4 trillion flashpoint: Google’s AI refocus puts it back in the lead

Alphabet briefly topped a $4 trillion valuation Monday after unveiling a new AI strategy, before shares slipped 0.3% to $327.47 by late morning. Investors are watching Google Cloud’s expansion, early reviews of the Gemini 3 model, and efforts to rent out proprietary “Ironwood” AI chips. Reuters reported Meta may buy Alphabet’s chips for its data centers starting in 2027.
12 January 2026
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Applied Materials stock rises on Susquehanna upgrade as chip gear spending call widens

Applied Materials stock rises on Susquehanna upgrade as chip gear spending call widens

Applied Materials rose 1.7% to $306.35 in early New York trading after Susquehanna upgraded the stock to Positive and raised its price target to $400. The move followed analyst Mehdi Hosseini’s report citing stronger wafer fab equipment demand and higher semiconductor capital spending. The S&P 500 and Nasdaq-100 slipped, while other chip equipment stocks saw modest gains.
12 January 2026
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Google Gemini adds Walmart checkout: Alphabet’s new AI shopping push puts GOOGL stock in focus

Google Gemini adds Walmart checkout: Alphabet’s new AI shopping push puts GOOGL stock in focus

Walmart shoppers can now find and buy products directly through Google’s Gemini assistant, following a new integration announced Monday. Google also launched an open Universal Commerce Protocol to link AI agents with retailer checkout systems. Walmart shares rose about 2% in early trading, while Alphabet slipped 0.4%. Shopify said its merchants will soon sell through Google’s AI platforms as the rollout expands.
12 January 2026
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Duolingo stock sinks on CFO exit, new finance chief pay package and early Q4 user update

Duolingo stock sinks on CFO exit, new finance chief pay package and early Q4 user update

Duolingo shares fell about 7% Monday after CFO Matt Skaruppa announced his departure, with board member Gillian Munson set to replace him Feb. 23. The company reported a 30% year-over-year jump in daily active users and bookings at or above the top of its forecast for Q4. Munson’s base salary will be $800,000 plus $14 million in stock units. Skaruppa will stay on as an adviser, earning $32,292 a month.
12 January 2026
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Sandisk (SNDK) stock rebounds after early dip as AI memory shortage talk keeps traders buying

Sandisk (SNDK) stock rebounds after early dip as AI memory shortage talk keeps traders buying

Sandisk shares rose 2.9% to $388.33 in early Monday trading after an earlier 5.1% drop, as investors tracked AI-driven storage demand and supply constraints. The stock moved between $358 and $389.35. Investors await Sandisk’s Jan. 29 earnings call for updates on pricing and outlook. Western Digital edged up 0.3%, while Micron slipped 0.5%.
12 January 2026
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Tesla stock pops at the open as robotaxi “prove-it year” talk meets earnings countdown

Tesla stock pops at the open as robotaxi “prove-it year” talk meets earnings countdown

Tesla shares rose 2.1% to $445.01 in early New York trading Monday. The company delivered 418,227 vehicles in the fourth quarter, about 1% below analyst estimates, but set a record for energy storage deployments. Rivian, GM, and Ford all traded lower. Tesla is set to report earnings Jan. 28, with investors focused on robotaxi updates and profitability.
12 January 2026
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Intel stock slips after a target raise: why Wall Street still isn’t buying the rally

Intel stock slips after a target raise: why Wall Street still isn’t buying the rally

Intel shares fell 1.8% to $44.73 Monday morning after analysts at Susquehanna and Truist maintained neutral ratings despite raising price targets. The drop followed last week’s rally and came amid broader market weakness. Investors remain cautious, waiting for proof that Intel can land major outside foundry contracts. Supply constraints are expected to persist into the first quarter.
12 January 2026
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Walmart stock jumps on Google Gemini shopping plan, Wing drones and Nasdaq-100 spotlight

Walmart stock jumps on Google Gemini shopping plan, Wing drones and Nasdaq-100 spotlight

Walmart shares rose 3.4% to $118.47 after announcing a partnership with Google’s Gemini chatbot and confirming its upcoming Nasdaq-100 debut. Google said its new AI shopping protocol will launch with Walmart and other major retailers. Nasdaq will add Walmart to the Nasdaq-100 on Jan. 20, replacing AstraZeneca. Alphabet, Amazon, Target, and Costco also posted small gains in morning trading.
12 January 2026
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Starlink in Iran: Trump to call Musk as blackout tightens grip

Starlink in Iran: Trump to call Musk as blackout tightens grip

U.S. President Donald Trump said he plans to speak with Elon Musk about restoring internet access in Iran using Starlink, after authorities imposed a near-total blackout amid escalating protests. Rights group HRANA reports over 500 deaths and more than 10,600 arrests since December 28. Iran has not released official casualty figures. Starlink terminals in Iran have faced heavy disruption, with some areas seeing up to 80% data loss.
12 January 2026
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HCLTech Q3 results are out: Revenue beats estimates, profit drops and FY26 guidance narrows

HCLTech Q3 results are out: Revenue beats estimates, profit drops and FY26 guidance narrows

HCLTech posted a 13.3% rise in Q3 revenue to 338.72 billion rupees but saw profit fall 11.2% to 40.76 billion rupees after a 9.56 billion-rupee charge tied to new labour laws. The company cut its FY26 revenue growth forecast to 4%-4.5%. AI revenue jumped to $146 million, and new deal bookings reached $3 billion. Shares rose 0.34% ahead of results but are down over 16% in the past year.
12 January 2026
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Tempus AI stock jumps in premarket after $1.27 billion revenue preview, contract value tops $1.1 billion

Tempus AI stock jumps in premarket after $1.27 billion revenue preview, contract value tops $1.1 billion

Tempus AI shares rose about 11% in premarket trading Monday after the company reported preliminary 2025 revenue of $1.27 billion, up 83% year-on-year, and record contract value exceeding $1.1 billion. The company cited strong growth in both Diagnostics and Data segments, with over 70 new data agreements signed in 2025. Tempus noted the results are unaudited and subject to change.
12 January 2026
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Oklo stock jumps again in premarket as Meta nuclear deal keeps OKLO in focus

Oklo stock jumps again in premarket as Meta nuclear deal keeps OKLO in focus

Oklo shares rose 7.9% to $105.31 in early premarket trading Monday after Meta announced 20-year nuclear power deals, including a collaboration with Oklo on small modular reactors. Oklo confirmed Meta will prepay for power and help fund a 1.2-gigawatt project in Ohio. Vistra and NuScale Power also gained before the bell. Regulatory hurdles and insider selling remain in focus.
12 January 2026
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