Technology News 2 January 2026

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

Motorola Solutions shares fell 0.7% to $380.68 Friday after the company registered 800,000 shares for its employee 401(k) plan in a new SEC filing. The stock traded between $384.69 and $380.00 as U.S. markets swung on the year’s first session. Investors looked ahead to next week’s jobs data and rate-cut signals.

2 January 2026

NYSE:MSI·Stock Market·Technology

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

SailPoint shares fell 6.5% to $18.91 in Friday afternoon trading, underperforming cybersecurity peers as investors reassessed growth stocks amid rate uncertainty. The stock opened at $20.46 and touched a session low of $18.81. Traders are watching technical levels near $20 and awaiting the company’s next earnings update, expected in late March.

2 January 2026

NYSE:SAIL·Technology

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

Nebius Group N.V. shares jumped 7.4% to $89.91 Friday afternoon, outpacing tech benchmarks as chip and AI hardware stocks rallied. The move followed gains in the Philadelphia Semiconductor index and came without company-specific news. Trading volume reached about 7.2 million shares. Investors are watching upcoming U.S. jobs data and signals on AI spending.

2 January 2026

NASDAQ:NBIS·Stock Market·Technology

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

Palo Alto Networks shares fell 2.9% to $178.87 in afternoon trading Friday, underperforming the S&P 500, which edged up 0.2%. CrowdStrike, Zscaler, and Fortinet also declined. About 4.1 million Palo Alto shares changed hands as traders awaited next week’s U.S. jobs and inflation data. The stock traded between $186.99 and $177.23 during the session.

2 January 2026

Cybersecurity·NASDAQ:PANW·Stock Market·Technology

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

Marvell Technology shares rose 5.3% to $89.52 Friday, leading chip stocks higher on Wall Street’s first trading day of 2026. The Philadelphia Semiconductor Index gained 3.5%. No new Marvell earnings or SEC filings were released. Investors await CEO Matt Murphy’s Jan. 6 CES appearance for updates on AI demand.

2 January 2026

NASDAQ:MRVL·Semiconductors·Stock Market·Technology

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

Texas Instruments shares rose 2.9% to $178.54 by 2:59 p.m. ET Friday, leading gains among chip stocks as the iShares Semiconductor ETF climbed 4.5%. The Philadelphia Semiconductor Index was up 3.5%. Investors are watching next week’s U.S. jobs and inflation data for signals on 2026 rate cuts. CEO Haviv Ilan will become board chairman in January, succeeding Rich Templeton.

2 January 2026

Earnings·NASDAQ:TXN·Semiconductors·Stock Market·Technology

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

JFrog shares fell 6.9% to $58.16 Friday after the company raised prices on its self-hosted Enterprise X tier by about 6% starting Jan. 1, according to Barclays. The drop tracked a broader slide in software stocks, with the iShares Expanded Tech-Software ETF down 2.8%. Investors are watching if the price hike affects renewals ahead of JFrog’s expected February earnings update.

2 January 2026

NASDAQ:JFRO·Stock Market·Technology

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

Klaviyo shares dropped 8.4% to $29.75 in Friday afternoon trading, underperforming a 3.1% decline in the iShares Expanded Tech-Software ETF. HubSpot and Braze each fell about 5%. Klaviyo opened near $32.52 and hit a session low below $30. Investors are awaiting next week’s U.S. labor data and Klaviyo’s next earnings update.

2 January 2026

NASDAQ:KVYO·Stock Market·Technology

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

CrowdStrike shares dropped 3.6% to $451.74 in midday New York trading Friday, leading declines among cybersecurity stocks as the sector pulled back to start 2026. Zscaler and SentinelOne each fell over 4%, while the Global X Cybersecurity ETF lost about 2.2%. Broader U.S. stocks were mixed. Investors are watching for U.S. economic data and signals on Federal Reserve policy.

2 January 2026

Cybersecurity·NASDAQ:CRWD·Technology

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

Earnings Reports·NASDAQ:QCOM·Semiconductors·Stock Market·Technology

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

Sandisk shares surged nearly 12% Friday, reaching $267.65 intraday as tech stocks rebounded to start 2026. About 5.4 million shares traded by late morning. Investors are watching Sandisk’s Jan. 29 earnings call for updates on pricing and demand. Micron and Western Digital also posted strong gains.

2 January 2026

NASDAQ:SNDK·Stock Market·Technology

Fermi (FRMI) stock jumps about 14% today as traders track lawsuit probes and next Project Matador update

Fermi Inc (FRMI.O) shares jumped 14% to $9.12 in midday trading Friday, with volume over 4.4 million. The rebound follows a 34% plunge last month after a $150 million construction funding deal was terminated. Shareholder law firms announced investigations into potential investor claims on Jan. 1. Fermi is seeking tenants for its Texas data-center project after denying links to Amazon.

2 January 2026

NASDAQ:FRMI.O·Stock Market·Technology

Apple, Amazon, Google stocks in focus as Alphabet filings surface and charts turn bullish

Alphabet shares rose about 1% to $316.20 in the first U.S. trading session of 2026, while Apple edged up and Amazon fell 1%. Marathon Asset Management cut its Alphabet Class C stake by 75.7% in Q3, and Neumann Capital trimmed its Class A holding by 3.8%, according to SEC filings.

2 January 2026

NASDAQ:AAPL·NASDAQ:AMZN·NASDAQ:GOOGL·Stock Market·Technology

Stock market today: S&P 500, Nasdaq start 2026 higher as tech rebounds; Intuit sinks on co-founder sale

U.S. stocks opened 2026 higher, with the S&P 500 up 0.38% and the Nasdaq gaining 0.75% by midmorning, led by large technology shares. Intuit dropped 5.3% after a filing showed co-founder Scott Cook sold $50 million in stock. Nvidia and Broadcom rose, while furniture retailers gained after President Trump delayed some tariffs. European and Asian markets also advanced; oil fell over 1%.

2 January 2026

NASDAQ:AVGO·NASDAQ:INTU·NASDAQ:NVDA·NASDAQ:W·NYSE:RH·Stock Market·Technology

Stock market today: Dow, S&P 500, Nasdaq start 2026 higher as tech and chipmakers lead

U.S. stocks opened higher Friday, with the Dow up 42.7 points to 48,105.98 and the S&P 500 gaining 32.6 points. Asian markets rose as Hong Kong’s Hang Seng climbed 2% and South Korea’s KOSPI added 1.3%. Gold jumped 1.6% to $4,384 an ounce, while Brent crude slipped 0.3% to $60.62. London’s FTSE 100 crossed 10,000, led by defense and aerospace shares.

2 January 2026

LSE:RR.L·Stock Market·Technology

Tesla deliveries miss as Baidu pops on AI chip IPO plan and Nasdaq opens 2026 higher

Baidu surged nearly 13% after its AI chip unit filed confidentially for a Hong Kong listing. Tesla dropped 0.7% following a 15.6% year-on-year decline in quarterly deliveries, missing forecasts. The S&P 500 gained 0.38% and the Nasdaq rose 0.75% in early trading, led by technology shares.

2 January 2026

Artificial Intelligence·Electric Vehicles·IPO News·NASDAQ:BIDU·NASDAQ:TSLA·Stock Market·Technology

AppLovin stock slides into 2026 as investors test its sky-high margins

AppLovin shares dropped about 6% Friday morning, extending a late-2025 slide as investors questioned the stock’s high valuation. The company posted third-quarter revenue of $1.41 billion, up 68% year over year, and an 82% adjusted EBITDA margin. Wall Street is focused on whether profit growth can keep pace as revenue growth slows. AppLovin closed 2025 at $673.82, down 2.87% on Dec. 31.

2 January 2026

NASDAQ:APP·Stock Market·Technology

Alphabet stock rises to start 2026 as analysts flag AI-search tailwinds for GOOG

Alphabet Class C shares rose 1.3% to $317.82 early Friday, tracking a tech rally as the Nasdaq opened higher for 2026. Citizens analyst Andrew Boone raised his price target to $385, citing stronger engagement from new AI features in Google Search. Investors are watching next week’s U.S. jobs and inflation data ahead of Alphabet’s earnings. The stock touched an intraday high of $322.86.

2 January 2026

Artificial Intelligence·NASDAQ:GOOG·Stock Market·Technology

ASML shares jump after surprise Aletheia upgrade flips outlook on EUV demand

ASML shares jumped over 3% Friday after Aletheia Capital upgraded the stock to “buy” from “sell” and doubled its price target to $1,500, citing stronger EUV demand from DRAM suppliers. Aletheia also raised its 2026-27 earnings forecasts. Investors await ASML’s Jan. 28 results for updates on 2026 order trends.

2 January 2026

AMS:ASML.AS·Semiconductors·Technology

Applied Digital (APLD) stock rises in premarket as ChronoScale spin-out plan stays in focus

NEW YORK, January 2, 2026, 09:03 ET — Premarket Shares of Applied Digital Corporation (APLD) rose 3.6% to $25.40 in premarket trading on Friday, after ending the last session at $24.52, according to Public.com data. The stock traded between $25.35 and $25.40 in early action. Public The early move keeps the small-cap data center name in focus as investors weigh a proposed spin-out of its GPU cloud unit and position ahead of next week’s quarterly update. Why it matters now: Applied Digital has become a high-beta proxy for demand tied to artificial intelligence infrastructure, where shifts in customer appetite and

2 January 2026

NASDAQ:APLD·Stock Market·Technology

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American Express stock price: AXP ends Friday up, but the real read starts with the new 10-K

7 February 2026

American Express shares closed up 1.28% at $359.15 Friday, trading above average volume as the S&P 500 and Dow also rallied. The company filed its annual 10-K report on Feb. 6. Anna Marrs, a senior executive, exercised options and sold 27,425 shares at about $350 each, according to a Form 4 filing.

UnitedHealth stock price ticks up to $276.65 as insurer cost signals shift — what investors watch next week

7 February 2026

UnitedHealth shares closed up 3% at $276.65 Friday, rebounding after Molina Healthcare’s weak 2026 outlook rattled managed-care stocks. Centene later issued a stronger 2026 profit forecast, easing some pressure. UnitedHealth traded between $263.00 and $277.74 during the session. Investors await Humana’s results Feb. 11 and a Medicare Advantage rate decision April 6.

Intel stock (INTC) jumps to $50.59 — the two headlines traders will watch before Monday

7 February 2026

Intel shares jumped 4.87% to $50.59 Friday, rebounding as U.S. stocks rallied. Reports of server chip shortages in China and Intel’s planned $100–$150 million investment in AI startup SambaNova drew investor attention. Nvidia and Broadcom also surged. Delayed U.S. jobs and inflation data are due next week.

Applied Materials stock jumps 6% into a packed week — what matters before Monday

7 February 2026

Applied Materials shares jumped 6.1% to $322.51 Friday as chip stocks rebounded, ending the week 6% below their 52-week high. Investors await Applied’s earnings report on Feb. 12 and new U.S. economic data, with export controls and China exposure still seen as key risks.

Technology News 2 January 2026

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