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Technology News 15 January 2026 - 16 January 2026

Coherent (COHR) stock jumps after-hours as new laser gear lands ahead of Photonics West

Coherent (COHR) stock jumps after-hours as new laser gear lands ahead of Photonics West

New York, January 15, 2026, 19:30 (EST) — After-hours Coherent Corp shares rose in after-hours trading on Thursday, holding onto a strong session that pushed the stock as high as $210.89 before it eased back. The shares were last up 6.4% at $195.96, with about 7.0 million shares traded. The move matters because investors have been piling into names tied to data centers, chipmaking and optical links, and Coherent sits in the middle of that supply chain. Fresh product news doesn’t usually move a stock this much, but momentum has been touchy this week. A broader chip rally also helped.
16 January 2026
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Western Digital stock jumps after Barclays, Wells lift targets as AI storage trade heats up

Western Digital stock jumps after Barclays, Wells lift targets as AI storage trade heats up

New York, January 15, 2026, 19:01 ET — After-hours. Western Digital Corp shares were up 3.3% at $222.10 in after-hours trading on Thursday, after brokerage notes pushed up price targets and kept the focus on storage names tied to artificial intelligence infrastructure spending. The move matters because the trade has been crowded and jumpy. In the last two weeks, retail flows have piled into memory and storage stocks on the view that AI buildouts will keep supply tight and pricing firm, leaving little room for disappointment. Barclays analyst Tom O’Malley lifted his price target on Western Digital to $240 from
16 January 2026
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AST SpaceMobile stock tops $100 as ASTS rally stretches into late trade

AST SpaceMobile stock tops $100 as ASTS rally stretches into late trade

New York, Jan 15, 2026, 19:00 EST — After-hours AST SpaceMobile shares surged 6.4% to $101.25 on Thursday, breaking into triple digits following an intraday peak at $106.88. The Nasdaq-listed stock showed strong momentum throughout the session. This matters because AST is among the crowded plays on “direct-to-cell” service — satellite links that work with regular phones — and its stock has swung wildly on thin, often indirect catalysts. Investors remain jittery, trying to figure out when testing will shift into full service and actual paying customers. Adoption gains momentum. VEON reported Thursday that Kyivstar’s Starlink-powered “Direct to Cell” service
16 January 2026
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AppLovin stock slides again even after Evercore calls it ‘dominant’ — what traders are watching next

AppLovin stock slides again even after Evercore calls it ‘dominant’ — what traders are watching next

NEW YORK, Jan 15, 2026, 17:42 ET — After-hours AppLovin Corp shares dipped once more on Thursday, ending the day 1.8% lower at $606.99, following a steep 7.6% tumble on Wednesday. (Yahoo Finance) The recent drop is significant since AppLovin has been behaving like a momentum stock — fast surges followed by steep falls. Just two sessions can inflict serious damage, especially with investors jittery over big-tech valuations and the direction of ad spending this quarter. AppLovin’s stock, which surged roughly 104% in 2025, has hit a rough patch in early 2026. The price action has been volatile recently. (Barron’s)
16 January 2026
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C3.ai stock slides after-hours as Siebel’s $7 million share sale hits SEC filing

C3.ai stock slides after-hours as Siebel’s $7 million share sale hits SEC filing

New York, January 15, 2026, 17:05 EST — Trading after hours. C3.ai (AI) shares slipped roughly 2.7% to $13.53 in after-hours trading Thursday, after starting the day at $13.97 and fluctuating between about $13.50 and $14.10 during the session. C3.ai stays in the spotlight after a rollercoaster stretch. The enterprise AI software company’s shares ended Wednesday at $13.91, up 2.6%, yet they remain roughly 61% off their 52-week peak of $35.98, MarketWatch data shows. (MarketWatch) That gap is critical now since C3.ai has shifted back into a sentiment-driven play, rather than one driven by headlines. With investors cautious about smaller
15 January 2026
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Broadcom stock closes higher on TSMC-fueled chip rally — then slips after hours

Broadcom stock closes higher on TSMC-fueled chip rally — then slips after hours

New York, January 15, 2026, 16:36 ET — After-hours trading Broadcom shares ended Thursday’s session up, lifted by a bounce in chip stocks following a positive forecast from Taiwan Semiconductor Manufacturing Co (TSMC), a major AI hardware supplier. However, the stock dipped in after-hours trading, where thinner volume often leads to sharper price moves. (Public) This move is significant since Broadcom has served as a litmus test for the entire “AI trade” — robust demand on one side, policy uncertainty on the other. This week’s trading has been volatile, with semiconductors swinging sharply on even minor headlines. This also highlights
15 January 2026
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Microsoft stock dips after Swiss watchdog probes licensing fees as earnings loom

Microsoft stock dips after Swiss watchdog probes licensing fees as earnings loom

NEW YORK, Jan 15, 2026, 16:09 EST — After-hours Shares of Microsoft Corp dipped 0.6% on Thursday, ending the day at $456.45. The drop came after Switzerland’s competition authority launched a preliminary investigation into the company’s licensing fees. (Reuters) The probe comes as investors watch closely how Microsoft bankrolls its AI expansion—and how much pricing leverage it can maintain in software and cloud deals without triggering regulatory scrutiny. (Reuters) Earnings season is picking up pace. Microsoft will release its fiscal second-quarter results after the market closes on Jan. 28, followed by a webcast at 2:30 p.m. Pacific time. (Source) The
15 January 2026
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AST SpaceMobile stock jumps 7% as BlueBird rollout focus returnsAST SpaceMobileAST SpaceMobile stock jumps 7% as BlueBird rollout focus returns

AST SpaceMobile stock jumps 7% as BlueBird rollout focus returnsAST SpaceMobileAST SpaceMobile stock jumps 7% as BlueBird rollout focus returns

New York, Jan 15, 2026, 15:32 EST — Regular session AST SpaceMobile, Inc. shares climbed roughly 7% Thursday, hitting an intraday peak of $104.74 before slipping back to $101.86 late in the session. The stock swung within a $12 range, showing just how volatile it can be when momentum kicks in. The shift is crucial as AST aims to move beyond a one-off satellite launch toward a steady cadence. Traders have reacted sharply to every timeline update. The stock remains a volatile wager on whether “satellite-to-phone” service—connecting satellites directly to regular smartphones—can grow quickly enough to support its current valuation.
15 January 2026
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IBM stock slides as Sovereign Core rollout sharpens focus on ‘digital sovereignty’ ahead of Jan. 28 earnings

IBM stock slides as Sovereign Core rollout sharpens focus on ‘digital sovereignty’ ahead of Jan. 28 earnings

New York, Jan 15, 2026, 15:05 ET — Regular session. Shares of International Business Machines Corp dropped roughly 2.7% to $300.56 in Thursday afternoon trading. The stock opened close to Wednesday’s close and fluctuated between $299.86 and $311.81 before settling. It had ended the previous session at $309.03. This shift raises a familiar challenge for Big Blue: whether it can convert compliance-driven tech purchases into more consistent growth, particularly as AI adoption accelerates in businesses. “Digital sovereignty” rules—meaning the need to keep data and system control within a specific country or region—are now running into the complex realities of AI
15 January 2026
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Why Western Digital stock is up today: WDC jumps 5% as the AI storage trade grips markets again

Why Western Digital stock is up today: WDC jumps 5% as the AI storage trade grips markets again

New York, January 15, 2026, 14:49 EST — Regular session Western Digital shares rose 5.2% to $226.25 Thursday afternoon, pushing higher after a strong January rally for data storage stocks. The stock hit an intraday high of $230.40 earlier in the session. The jump is significant as Western Digital now serves as a quick barometer for the AI build-out, where storage needs can surge rapidly with data center compute expansions. Traders are betting that tight supply in segments of the memory-and-storage market will keep prices strong through 2026. Retail investors have played a key role in the rally. According to
15 January 2026
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Marvell (MRVL) stock rises as RBC starts coverage, cites AWS Trainium and data-center demand

Marvell (MRVL) stock rises as RBC starts coverage, cites AWS Trainium and data-center demand

New York, January 15, 2026, 14:20 EST — Regular session Shares of Marvell Technology climbed about 1% to $82.04 on Thursday after RBC Capital Markets kicked off coverage with an Outperform rating and a $105 price target. The boost comes as RBC highlights strong demand linked to data centers and custom chips for major cloud clients. Analyst Srini Pajjuri described management’s fiscal 2028 revenue forecast—below $1 billion—as “conservative.” (Investing.com) The call comes at a sensitive time for the stock. Investors are wrestling with how lasting Marvell’s largest data-center deals really are, and if the company can iron out the uneven
15 January 2026
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Cisco stock rises as Jensen Huang and Sam Altman join Cisco AI Summit lineup

Cisco stock rises as Jensen Huang and Sam Altman join Cisco AI Summit lineup

New York, January 15, 2026, 13:53 EST — Regular session ongoing Cisco Systems, Inc. shares gained roughly 1.8% to close at $75.74 on Thursday. The networking giant announced it will host its second annual AI Summit on Feb. 3. Notable speakers lined up include Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman. (Cisco Investor Relations) The event arrives amid a rush for AI-related plays, with traditional tech suppliers eager to prove they’ve got a role beyond just chips. For Cisco, the message is clear: increased AI computing drives demand for networking, security, and handling greater complexity. This matters because
15 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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