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Technology News 14 January 2026

Unity Software stock sinks nearly 8% as Wall Street eyes Feb. 11 earnings

Unity Software stock sinks nearly 8% as Wall Street eyes Feb. 11 earnings

Unity Software shares fell 7.8% to $42.12 Wednesday, extending losses in software stocks as the iShares Tech-Software ETF dropped 2.3%. The company set its Q4 and full-year 2025 earnings release for Feb. 11 and implemented a 5% price hike on Pro and Enterprise plans this week. Morgan Stanley raised its target to $52 Tuesday. Unity touched a session low of $40.76.
14 January 2026
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AMD stock keeps KeyBanc upgrade in play as AI server chip supply tightens

AMD stock keeps KeyBanc upgrade in play as AI server chip supply tightens

AMD shares rose 0.6% to $222.27 Wednesday after KeyBanc upgraded the stock to “Overweight,” citing supply-chain checks showing server CPUs are nearly sold out for 2026. Analyst John Vinh raised the price target to $270 and flagged possible 10-15% price hikes in Q1. Investors await AMD’s Feb. 3 earnings for details on AI and data-center demand.
14 January 2026
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Nebius (NBIS) stock slides 3% as tech weakens; investors eye next AI-cloud catalysts

Nebius (NBIS) stock slides 3% as tech weakens; investors eye next AI-cloud catalysts

Nebius Group N.V. shares fell 3.3% to $101.95 Wednesday afternoon, extending a volatile week for the AI infrastructure firm. Investors are watching a Jan. 29 product webinar and a February delivery milestone tied to a $2.9 billion Meta contract. The stock has swung sharply, jumping 9.6% Monday and falling 1.8% Tuesday. Tech stocks broadly declined, with Nvidia down 2.2% and the Nasdaq-100 ETF off 1.4%.
14 January 2026
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CrowdStrike stock slips after judge tosses outage lawsuit as CRWD pushes deeper into browser security

CrowdStrike stock slips after judge tosses outage lawsuit as CRWD pushes deeper into browser security

CrowdStrike shares fell 1.7% to $459.98 Wednesday after a U.S. judge dismissed a shareholder fraud lawsuit tied to the company’s July 2024 outage. The judge ruled investors failed to show CrowdStrike misled them about software testing. The New York State Common Retirement Fund said it is reviewing the decision. CrowdStrike also announced a deal to acquire Seraphic Security, with closing expected in its first fiscal quarter of 2027.
14 January 2026
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Nvidia stock falls as China blocks H200 AI chips despite U.S. export approval

Nvidia stock falls as China blocks H200 AI chips despite U.S. export approval

Nvidia shares fell 2.2% to $181.77 after reports that China blocked imports of its H200 AI chip, despite a recent U.S. export approval. Chinese officials warned domestic tech firms against buying the chips, while exemptions for research use are under discussion. The move drew criticism in Washington and rattled chip sector stocks. Investors are watching for further signals from Beijing and Nvidia’s Feb. 25 results.
14 January 2026
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Lumentum stock slides 8% in afternoon trade as tech pulls back; Feb. 3 earnings ahead

Lumentum stock slides 8% in afternoon trade as tech pulls back; Feb. 3 earnings ahead

Lumentum Holdings shares fell 8.1% to $331.93 Wednesday, deepening losses for the Nasdaq-listed optical components maker. The stock swung from an intraday high of $363 to a low of $331.56. Other optics and data-center hardware stocks also declined, including Coherent, Ciena, Arista Networks, and Credo Technology. Lumentum will report fiscal Q2 earnings on Feb. 3 after the market closes.
14 January 2026
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SMCI stock slides again as Goldman’s ‘sell’ call puts Super Micro margins back under the microscope

SMCI stock slides again as Goldman’s ‘sell’ call puts Super Micro margins back under the microscope

Super Micro Computer shares fell 1.7% to $28.12 by early afternoon after Goldman Sachs initiated coverage with a “Sell” rating and a $26 price target, citing margin pressure and uncertain profitability. Analyst Katherine Murphy flagged that margins have halved to 9.5% and warned of further downside. Investors are awaiting February results for signs of margin stability. Competitors and rising costs are adding pressure.
14 January 2026
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Qualcomm stock falls again as “glass cloth” supply report rattles chip names ahead of earnings

Qualcomm stock falls again as “glass cloth” supply report rattles chip names ahead of earnings

Qualcomm shares fell 1.5% to $162.73 early Wednesday afternoon, extending a multi-day slide amid concerns over a shortage of high-end glass cloth used in advanced chip packaging. Trading volume reached about 3.4 million shares. Apple and Qualcomm are seeking new suppliers, but industry sources say more capacity may not arrive before late 2027. TSMC reports earnings early Thursday, with Qualcomm’s report due Feb. 4.
14 January 2026
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Stock Market Today

GE Vernova stock price jumps toward $800 — what to know before Monday trade

GE Vernova stock price jumps toward $800 — what to know before Monday trade

7 February 2026
GE Vernova shares jumped 5.7% to $779.35 Friday after Baird upgraded the stock and the Dow closed above 50,000. The company’s onshore wind unit reported 1.1 GW in U.S. repower orders for 2025, a figure previously disclosed. GE Vernova also completed a $2.6 billion senior notes offering to help fund its Prolec GE stake purchase. Next earnings report is set for April 22.
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