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Technology News 15 January 2026

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

Western Digital shares jumped 5.2% to $226.25 Thursday afternoon, nearing an intraday high of $230.40 amid heavy retail buying. The rally follows strong inflows and a broader surge in memory and storage stocks. Barclays raised its price target to $240. Investors await Western Digital’s Jan. 29 earnings for signals on demand and pricing.
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

Marvell shares rose about 1% to $82.04 after RBC Capital Markets initiated coverage with an Outperform rating and $105 price target. The move followed TSMC’s strong earnings, which lifted chip stocks broadly. RBC cited firm orders from Amazon Web Services’ Trainium3 program and highlighted Marvell’s advances in photonics. Investors remain focused on sustained AI chip demand and Marvell’s upcoming earnings report.
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

Cisco shares rose 1.8% to $75.74 after announcing its Feb. 3 AI Summit, which will feature Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman. Nvidia gained 3.5% and Arista Networks jumped 6.3%. Investors are watching for signs of real AI-networking demand. The Dow climbed as Cisco and Nvidia led gains.
High Roller Technologies stock jumps again as ROLR adds Lines.com marketing plan to Crypto.com prediction push

High Roller Technologies stock jumps again as ROLR adds Lines.com marketing plan to Crypto.com prediction push

Shares of High Roller Technologies soared 44% to $27.20 in Thursday afternoon trading, extending a two-day rally sparked by a partnership with Crypto.com for U.S. prediction markets. The stock surged 436% Wednesday after the deal was announced. High Roller also disclosed a separate letter of intent with sports media firm Lines.com. Investors await details on the planned Q1 2026 U.S. launch.
CrowdStrike (CRWD) stock rises after judge tosses outage lawsuit, Seraphic deal in focus

CrowdStrike (CRWD) stock rises after judge tosses outage lawsuit, Seraphic deal in focus

CrowdStrike shares rose 1.2% to $466.07 after a U.S. judge dismissed a shareholder fraud lawsuit linked to its July 2024 outage. The court found investors failed to show executives made false statements or intended fraud. CrowdStrike is also expanding into browser and identity security through new acquisitions. Investors are watching for updates on deal closings and upcoming earnings.
Shopify stock ticks higher after Toronto tech rout as AI-shopping push stays in view

Shopify stock ticks higher after Toronto tech rout as AI-shopping push stays in view

Shopify shares rose 0.8% to $158.7 by midday Thursday, rebounding after a 5.9% drop in Toronto the previous day. The move comes as investors assess Shopify’s new integrations with Google and Microsoft shopping tools. Shares traded between $157.9 and $161.3, remaining below the 52-week high. Broader tech stocks also edged higher despite uncertainty over U.S. interest rate cuts.
Grab stock slides as Indonesia weighs halving ride-hailing commissions, with earnings date looming

Grab stock slides as Indonesia weighs halving ride-hailing commissions, with earnings date looming

Grab Holdings shares fell 3.5% to $4.47 Thursday morning after news of a draft Indonesian decree that would cut ride-hailing commission caps to 10% and require platforms to pay more driver benefits. The proposal, still under review, has raised investor concerns ahead of Grab’s Feb. 11 earnings release. Shares have dropped for two days despite broader U.S. market gains.
Applied Materials stock jumps today as TSMC lifts 2026 capex and Barclays upgrades AMAT

Applied Materials stock jumps today as TSMC lifts 2026 capex and Barclays upgrades AMAT

Applied Materials surged 7.8% to $325.41 Thursday after TSMC raised its 2026 capital spending outlook to up to $56 billion, far above forecasts. Barclays upgraded Applied to “overweight” and Stifel raised its price target, citing stronger chip equipment demand. U.S. chip tool stocks rallied broadly. Applied warned that tighter U.S. export rules could cut $600 million from 2026 revenue.
ServiceNow stock slides again as Oppenheimer trims target and a security flaw stays in focus

ServiceNow stock slides again as Oppenheimer trims target and a security flaw stays in focus

ServiceNow shares fell 1.4% to $132.68 Thursday after Oppenheimer cut its price target to $200 but kept an Outperform rating. The drop came as the company faces scrutiny ahead of Jan. 28 earnings and after disclosing a critical AI platform flaw patched in October. The S&P 500 and Nasdaq rose in late morning trading.
CoreWeave stock jumps as CEO swats down Nvidia “circular financing” talk

CoreWeave stock jumps as CEO swats down Nvidia “circular financing” talk

CoreWeave shares rose about 10% to $98.72 Thursday after CEO Michael Intrator denied “circular financing” allegations involving Nvidia. A securities lawsuit was filed the same day, targeting disclosures from March to December 2025. An insider sale by Chief Development Officer Brannin McBee surfaced, with 26,000 shares sold for $2.31 million.
TSMC sparks chip-stock surge as Wall Street rebounds on bank earnings

TSMC sparks chip-stock surge as Wall Street rebounds on bank earnings

U.S. stocks rebounded Thursday, led by gains in chipmakers after TSMC projected 30% revenue growth for 2026 and posted record quarterly profit. The Dow rose 146 points, the S&P 500 gained 40, and the Nasdaq climbed 197 in early trading. Jobless claims dropped to 198,000, supporting optimism for rate cuts. Morgan Stanley and Goldman Sachs both beat profit forecasts on strong deal activity.
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Stock Market Today

Ashtead share price in focus as buyback rolls on and NYSE switch clocks closer

Ashtead share price in focus as buyback rolls on and NYSE switch clocks closer

7 February 2026
London, February 7, 2026, 09:41 GMT — Market closed. Ashtead Group plc shares closed at 4,936 pence on Friday, up 1.09% on the day. The stock traded between 4,838p and 4,985p, with volume of about 1.1 million shares after a 2.6% drop on Thursday. (Share Prices) The moves matter now because Ashtead is preparing to shift its primary listing to New York through its Sunbelt Rentals structure, a change that can alter who owns the stock and where it trades. The company has said the SEC filing that starts the U.S. registration process is expected to become effective on Feb.
Beazley share price: big funds reshuffle stakes as Zurich bid deadline nears

Beazley share price: big funds reshuffle stakes as Zurich bid deadline nears

7 February 2026
Beazley shares closed flat at 1,236 pence Friday as BlackRock disclosed a 6.55% stake and Vanguard reported 5.02%. Wellington Management cut its holding below 5%. The disclosures follow Zurich Insurance’s possible takeover offer of up to 1,335 pence per share, with a Feb. 16 deadline for a firm bid.
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