Technology News 2 January 2026

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

IREN stock back in focus as big funds build stakes ahead of Microsoft AI rollout

Institutional investors have increased stakes in IREN after its $9.7 billion, five-year AI cloud contract with Microsoft, requiring major new data center capacity in Texas. Shares traded at $37.77, down 1.3% premarket Friday. Goldman Sachs began coverage with a Neutral rating and $39 price target. IREN still relies mainly on crypto mining revenue as it shifts to AI services.

2 January 2026

NASDAQ:IREN·Stock Market·Technology

Google stock’s best year since 2009 sets up a tougher 2026 test for Alphabet’s AI spending

Alphabet shares surged 65% in 2025, their best year since 2009, driven by investor interest in AI. Wall Street expects 2026 earnings growth to slow to 6% as capital spending rises nearly 29% to $114.3 billion. Google Cloud remains a key focus, with $155 billion in backlog and 33.5% revenue growth in Q3. Alphabet’s class A shares were down 0.3% at $313 Friday morning.

2 January 2026

Artificial Intelligence·NASDAQ:GOOGL·Stock Market·Technology

Intel stock rises in premarket as 2026 trading begins; INTC in focus on foundry, Panther Lake

Intel shares rose 1.8% to $37.56 in premarket trading Friday after closing 2025 down 1.1%. U.S. stock index futures advanced on the first trading day of 2026, with tech stocks firmer before the bell. Investors are focused on Intel’s manufacturing roadmap and its upcoming quarterly update, expected Jan. 29.

2 January 2026

NASDAQ:INTC·Stock Market·Technology

NIO posts record December deliveries as CEO says 1 millionth vehicle is days away

NIO delivered a record 48,135 vehicles in December 2025, up 54.6% from a year earlier, bringing full-year deliveries to 326,028 and cumulative deliveries to 997,592. The company’s main NIO brand saw a yearly decline, but new Onvo and Firefly models drove growth. CEO William Li said NIO will soon reach its one-millionth vehicle and plans over 1,000 new battery swap stations in 2026. BYD’s December sales dropped 18.3% year-on-year.

2 January 2026

Electric Vehicles·NYSE:NIO·Technology

Rocket Lab (RKLB) stock rises in premarket as Space Force satellite deal stays in focus

Rocket Lab shares rose 3.5% to $72.20 in premarket trading Friday after closing 2025 at $69.76. The move follows an $816 million contract awarded by the U.S. Space Development Agency for 18 satellites, with delivery expected in 2029. The deal is part of a $3.5 billion order split among Rocket Lab, Lockheed Martin, L3Harris, and Northrop Grumman.

2 January 2026

NASDAQ:RKLB·Rocket Lab·Space Industry·Stock Market·Technology

ASML stock slips in premarket after Aletheia upgrade lifts target to $1,500

ASML shares slipped 0.25% to $1,069.86 in U.S. premarket trading Friday despite an analyst upgrade to Buy and a price target hike to $1,500. Investors are watching China chip-tool rules and ASML’s Jan. 28 earnings for signals on 2026 demand. TSMC rose 1.4% premarket after a U.S. license for China equipment imports. The STOXX 600 gained 0.6% early Friday as European markets reopened.

2 January 2026

NASDAQ:ASML·Stock Market·Technology

Tencent stock jumps in Hong Kong on AI-fueled tech rally; buyback filing in focus

Tencent shares rose 4.0% to HK$623.00 in Hong Kong after the company bought back 1.1 million shares for HK$635.5 million on Dec. 31. The rally followed renewed optimism in China’s AI sector and a broader tech surge. Traders are watching if U.S.-traded Tencent ADRs will mirror the move when New York trading resumes. Mainland China’s markets reopen Jan. 5.

2 January 2026

Artificial Intelligence·HKG:0700.HK·Stock Market·Technology

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KKR stock rebounds 4% after earnings shock; what investors watch before Monday’s open

8 February 2026

KKR shares jumped 4.06% to $103.20 Friday, rebounding from a steep drop the day before as trading volume surged. The firm disclosed a $1.4 billion deal to acquire Arctos and set an April 21 vote on governance changes, including a shift to one-vote-per-share by the end of 2026. Investors remain focused on KKR’s software exposure and loan leverage after an AI-driven selloff hit the sector.

Take-Two stock snaps back Friday — the next dates TTWO traders are watching

8 February 2026

Take-Two Interactive shares closed up 1.22% at $195.59 Friday, trading between $189.45 and $198.07 on 3.1 million shares. The company reaffirmed Grand Theft Auto VI’s Nov. 19, 2026 release and raised its fiscal 2026 net bookings outlook to as much as $6.7 billion. The Dow closed above 50,000 for the first time.

Gold.com (GOLD) stock jumps nearly 10% as Tether deal and earnings reshape the week ahead

8 February 2026

Gold.com, Inc. shares jumped 9.9% to $55.32 Friday after the company announced a $150 million share sale to Tether at an 11.9% discount, with $125 million closing first and the rest pending regulatory approval. Trading volume more than doubled the average. Gold.com posted Q2 revenue of $6.48 billion and net income of $11.6 million, and completed its Monex acquisition in January.

ASML stock price jumps as AI spending race returns; jobs data and dividend dates ahead

8 February 2026

ASML’s U.S.-listed shares jumped 4.6% to $1,413 on Friday, tracking a 5.7% rally in chip stocks after Amazon and Alphabet signaled higher AI infrastructure spending. Peers Applied Materials, Lam Research, and KLA each gained over 6%. ASML’s interim dividend goes ex-dividend Feb. 9 in Amsterdam and Feb. 10 in New York, with payment set for Feb. 18. U.S. jobs and inflation data are due next week.

Technology News 2 January 2026

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