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Technology News 2 January 2026

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

Nvidia shares rose 1.1% to $188.50 in late U.S. trading Friday, leading a semiconductor rally as the Philadelphia SE Semiconductor index climbed 3.5%. AMD, Intel, and Taiwan Semiconductor also advanced. Investors are watching CEO Jensen Huang’s CES appearance next week and Nvidia’s Feb. 25 earnings report. Treasury yields rose, pressuring high-valuation tech stocks.
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

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
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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

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
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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

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
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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

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

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

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

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

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
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Stock Market Today

SAP stock price: Treasury stake tops 5% as buyback focus builds into next week

SAP stock price: Treasury stake tops 5% as buyback focus builds into next week

7 February 2026
SAP SE closed at 171.22 euros on Xetra Friday, up 0.43%, after disclosing its treasury shares rose above 5% of capital, reaching 61,737,035 shares. The increase follows the launch of a buyback plan worth up to 2.6 billion euros through July 2026. SAP’s U.S. shares finished at $203.34. Investors await SAP’s Integrated Report on Feb. 26 and next results on April 23.
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