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Technology 13 January 2026

AppLovin stock rises as Wall Street resets targets — what traders are watching next

AppLovin stock rises as Wall Street resets targets — what traders are watching next

AppLovin shares rose 0.5% to $662.24 by 11:12 a.m. ET Tuesday after new broker price targets, rebounding from early swings between $643.00 and $666.57. Morgan Stanley raised its target to $800, while Goldman Sachs trimmed its to $710. The company will report Q4 and full-year 2025 results on Feb. 11. AppLovin remains under SEC investigation over data-collection practices.
13 January 2026
Intel stock pops after KeyBanc upgrade, $60 target as AI server demand tightens

Intel stock pops after KeyBanc upgrade, $60 target as AI server demand tightens

Intel shares jumped 6.4% to $46.88 Tuesday after KeyBanc upgraded the stock to “overweight” and raised its price target to $60, citing strong server demand and progress in manufacturing. AMD rose 5.7%, while Nvidia slipped 0.2%. Susquehanna raised its Intel target to $40 but warned of PC and data center headwinds. Intel’s new 18A chips, launched at CES, will appear in over 200 PC models this month.
Joby Aviation stock slides in New York trade — what’s moving JOBY after CPI

Joby Aviation stock slides in New York trade — what’s moving JOBY after CPI

Joby Aviation shares fell 6.7% to $14.37 by 10:49 a.m. EST, erasing earlier gains after U.S. inflation data kept annual rates steady. Archer Aviation and Eve Holding also declined, while the S&P 500 and Nasdaq-100 edged lower. Joby recently agreed to buy a property in Ohio for $61.5 million and received its first flight simulator for FAA pilot training. Investors remain focused on certification and facility deadlines.
Intel stock (INTC) jumps on KeyBanc upgrade as AI server-chip pricing comes into view

Intel stock (INTC) jumps on KeyBanc upgrade as AI server-chip pricing comes into view

Intel shares jumped over 6% Tuesday after KeyBanc upgraded the stock, citing strong demand for 2026 server CPUs and possible price hikes of up to 15%. Analyst John Vinh said Intel is nearly sold out of server chips for the year. AMD rose 4.8% on the news, while Nvidia slipped 0.7%. Intel will report earnings Jan. 22.
Oracle stock slips in regular trade despite Goldman buy call as AI buildout stays in focus

Oracle stock slips in regular trade despite Goldman buy call as AI buildout stays in focus

Oracle shares fell 1.3% to $202.10 in early trading Tuesday, underperforming after Goldman Sachs upgraded the stock to “Buy” with a $240 target. Investors focused on near-term costs from data-center expansion and concerns about how quickly new AI-driven cloud capacity will generate revenue. Two board members retired, with Oracle stating the departures were not due to disputes. The company will pay a $0.50 dividend on Jan. 23.
13 January 2026
Navitas Semiconductor stock slides 7% as NVTS swings ahead of CEO’s Needham conference slot

Navitas Semiconductor stock slides 7% as NVTS swings ahead of CEO’s Needham conference slot

Navitas Semiconductor shares dropped 7.1% to $9.69 in late-morning New York trading Tuesday after an early surge faded. The move contrasted with modest gains in chip-sector ETFs and losses in the broader market. Traders are watching for signals from management at Wednesday’s scheduled investor conference appearance. No new company news was released Tuesday.
Alphabet stock cracks $4 trillion as Apple taps Gemini for Siri overhaul

Alphabet stock cracks $4 trillion as Apple taps Gemini for Siri overhaul

Alphabet’s market value briefly reached $4 trillion Monday after announcing a multi-year AI deal with Apple to integrate Google’s Gemini models into Siri. Shares hit a record $334.04 before retreating. Google Cloud revenue rose 34% in Q3, while chip rental deals and ad sales fueled further growth. Alphabet overtook Apple in market cap last week for the first time since 2019.
SanDisk (SNDK) stock slips in early trade as AI-storage rally cools; earnings ahead

SanDisk (SNDK) stock slips in early trade as AI-storage rally cools; earnings ahead

Sandisk shares fell 1.2% to $384.53 in Tuesday morning trading, paring gains from an earlier rally this month. Traders are focused on the company’s Jan. 29 earnings for updates on NAND flash pricing and margins. Micron dropped about 2%, Western Digital slipped 0.5%, and Seagate was flat. Sandisk has become one of the most volatile storage stocks since its spinoff from Western Digital.
Why Super Micro (SMCI) stock is sliding as Wall Street digests CPI and its NRF retail AI pitch

Why Super Micro (SMCI) stock is sliding as Wall Street digests CPI and its NRF retail AI pitch

Super Micro Computer shares fell 2.6% to $29.33 in early New York trading Tuesday after U.S. inflation data met forecasts and investors retreated from high-growth hardware stocks. The company is showcasing new AI-driven “intelligent store” systems at the NRF retail conference, leveraging NVIDIA technology. Peers traded mixed, with Nvidia down 0.3% and Dell up 1%. Investors await updates at a panel later Tuesday.
AMD stock jumps on KeyBanc upgrade as analyst flags tight 2026 server CPU supply

AMD stock jumps on KeyBanc upgrade as analyst flags tight 2026 server CPU supply

AMD jumped 5.6% to $219.37 in early Tuesday trading after KeyBanc upgraded the stock to “Overweight,” citing strong cloud demand and rising memory prices. Analyst John Vinh said AMD’s server CPUs are nearly sold out for 2026. The company reports earnings Feb. 3. Broader tech shares moved after December CPI data showed a 0.3% monthly rise, with core inflation up 0.2%.
Micron stock inches up as KeyBanc hikes target to $450, points to tight memory supply

Micron stock inches up as KeyBanc hikes target to $450, points to tight memory supply

Micron shares rose 0.2% to $345.87 Tuesday after KeyBanc raised its price target to $450, citing strong demand from major cloud clients and tight memory supply. Bank of America also lifted its target to $400. SK Hynix announced a $12.9 billion chip-packaging investment, underscoring rising demand for high-bandwidth memory. Traders are watching memory prices and upcoming earnings for signs of continued supply pressure.
Nvidia stock barely budges after H200 China payment reset; Lilly AI lab plan in focus

Nvidia stock barely budges after H200 China payment reset; Lilly AI lab plan in focus

Nvidia said it will not require upfront payment for H200 AI chips, countering reports of stricter terms for Chinese buyers. Shares edged up 0.03% to $184.94 in early New York trading. Investors remain focused on China sales and the company’s Feb. 25 earnings for updates on demand and margins. Chip sector peers posted mixed results as U.S. inflation data met forecasts.
Intel stock slips premarket despite KeyBanc upgrade as traders eye Jan. 22 earnings

Intel stock slips premarket despite KeyBanc upgrade as traders eye Jan. 22 earnings

Intel shares fell 3.3% to $44.06 in premarket trading Tuesday despite a KeyBanc upgrade to Overweight and a $60 target, citing strong server chip demand and improved 18A yields. KeyBanc said Intel is largely sold out of server CPUs for 2026 and may raise prices 10–15%. Investors await Intel’s Jan. 22 earnings for updates on pricing and foundry progress. AMD rose 2.2% after a similar upgrade.
Adobe stock slides as Goldman turns bearish; CPI and Firefly AI push set up Tuesday

Adobe stock slides as Goldman turns bearish; CPI and Firefly AI push set up Tuesday

Adobe fell 1.9% to $327.65 Monday, underperforming the S&P 500 and Dow, after Goldman Sachs initiated coverage with a Sell rating and $290 target. The stock is about 30% below its 52-week high amid analyst skepticism over AI monetization and competitive pressure. Trading volume was slightly below average. Investors await December CPI data Tuesday morning.
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Stock Market Today

  • Strategy (MSTR) Acts as a Leveraged Bitcoin ETF: Risk and Reward Explained
    April 27, 2026, 8:22 AM EDT. Strategy (MSTR) has gained 1,170% since buying $250 million of Bitcoin in 2020, now holding over 815,000 Bitcoins valued at $62 billion, more than BlackRock's crypto holdings. The company raises capital via equity and debt to buy more Bitcoin, effectively operating as a leveraged Bitcoin exchange-traded fund (ETF). This approach, championed by co-founder Michael Saylor, prioritizes Bitcoin per share growth over traditional earnings metrics. While this strategy offers potential for outsized gains during bull markets, it also means extreme volatility, with shares currently down 64% from their peak. Investors must be bullish on Bitcoin and confident the company can continue raising funds for this risky, innovative financial model.

Latest article

POET Technologies Stock Jumps 108% as Marvell AI Order Puts Optics Firm in Play

POET Technologies Stock Jumps 108% as Marvell AI Order Puts Optics Firm in Play

27 April 2026
POET Technologies shares rose to $16.40 in premarket trading Monday after more than doubling last week, following management’s confirmation of orders from Marvell Technology. The company reported a $5 million production order for its Infinity optical engines and expects some deliveries next quarter. POET posted a $42.7 million net loss for the fourth quarter. Marvell acquired Celestial AI, a POET customer, in February.
Nike’s Biggest China Problem Now Has a Name: Anta Is Coming West

Nike’s Biggest China Problem Now Has a Name: Anta Is Coming West

27 April 2026
Anta Sports reported 2025 revenue up 13.3% to RMB80.22 billion and agreed to buy a 29.06% stake in Puma for 1.5 billion euros. The company opened a U.S. flagship and now controls brands including Fila China, Descente, and Amer Sports. Nike’s latest quarter showed flat revenue and declining sales in China. Anta’s overseas push follows rapid expansion from its origins in Jinjiang, Fujian.
Stellantis’ Four-Brand Bet: Jeep, Ram, Peugeot and Fiat Move to the Front of Filosa’s Turnaround

Stellantis’ Four-Brand Bet: Jeep, Ram, Peugeot and Fiat Move to the Front of Filosa’s Turnaround

27 April 2026
Stellantis plans to focus future investment on Jeep, Ram, Peugeot, and Fiat, sources told Reuters ahead of a strategy announcement set for May 21 in Detroit. Other brands like Citroën, Opel, and Alfa Romeo are expected to shift to regional roles. Chrysler was not named among the core brands. Stellantis reports first-quarter results on April 30, after shipments rose 12% to 1.361 million units.
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