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Technology News 13 January 2026

Intel and AMD stocks jump after KeyBanc upgrade flags “sold out” AI server chips

Intel and AMD stocks jump after KeyBanc upgrade flags “sold out” AI server chips

New York, January 13, 2026, 10:26 (EST) Intel and Advanced Micro Devices shares climbed in early U.S. trading on Tuesday after KeyBanc Capital Markets upgraded both chipmakers, arguing demand from big cloud data-center buyers is running ahead of supply. The move matters because investors have been hunting for more winners from the AI buildout beyond the usual suspects. A call that server chips are effectively booked out for 2026 feeds that narrative — and suggests pricing power is back in parts of the market. It also lands at a time when supply constraints are shifting from a nuisance to a
13 January 2026
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Alphabet stock cracks $4 trillion as Apple taps Gemini for Siri overhaul

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

New York, January 13, 2026, 10:14 EST Alphabet Inc briefly touched a $4 trillion market cap on Monday, joining the ranks of mega-cap tech giants hitting that benchmark as investors rallied behind its expanded AI efforts. This move is key because Alphabet has long battled a straightforward perception issue: it helped kickstart the AI era but watched others steal the limelight. Partnering with Apple now embeds Google’s Gemini models into a device network that’s in countless pockets, every day. Alphabet’s class A shares jumped up to 1.7% early on, hitting a record $334.04, but later pared those gains. Market capitalization,
13 January 2026
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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

New York, Jan 13, 2026, 10:41 EST — Regular session Shares of Sandisk Corp slipped Tuesday, trimming part of the hefty rally seen earlier this month amid a reevaluation of the crowded data-center trade. In morning trading, the stock dropped 1.2% to $384.53. The pullback is significant since Sandisk has become a high-beta stand-in for the “more storage for AI” trend, with sharp moves up and down. Following a rapid surge, even minor changes in risk appetite can trigger noticeable swings in the stock. (Barchart.com) All eyes turn to Sandisk’s fiscal second-quarter earnings due Jan. 29. Investors will be watching
13 January 2026
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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

New York, Jan 13, 2026, 09:50 ET — Regular session Shares of Super Micro Computer, Inc. (SMCI.O) slipped 2.6% to $29.33 Tuesday morning, surrendering earlier gains as investors pulled back from higher-growth hardware stocks. The move followed U.S. consumer prices ticking up as forecast in December, reinforcing the idea the Federal Reserve can hold rates steady. The CPI climbed 0.3% for the month, with core CPI — excluding food and energy — up 0.2%, according to Reuters. (Reuters) Here’s why it matters for Super Micro at the moment: the stock moves like a high-beta play tied to AI server spending
13 January 2026
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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

New York, Jan 13, 2026, 09:47 ET — Regular session Shares of Advanced Micro Devices climbed sharply in early Tuesday trading following an upgrade from KeyBanc, pushing the AI-focused chipmaker higher amid a robust start to 2026 for semiconductor stocks. AMD rose roughly 5.6% to $219.37, after closing Monday at $207.69. (Reuters) The call matters now as investors race to figure out if the surge in AI capacity is still driving orders for data-center gear or if that demand has just been pulled forward. AMD’s earnings next month are expected to shed light on this — and probably shift outlooks
13 January 2026
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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

New York, January 13, 2026, 09:36 EST — Regular session Micron Technology shares ticked up 0.2% to $345.87 in early U.S. trading Tuesday. KeyBanc raised its price target for the memory-chip giant to $450 from $325, maintaining an Overweight rating. The firm highlighted strong demand from hyperscalers — the largest cloud and data-center customers — which is tightening memory supply and pushing prices higher across more end markets. (TipRanks) The timing is crucial as the market now views memory pricing as the key driver behind chip stock moves. Investors are wrestling with whether the upcycle extends past the next few
13 January 2026
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Amazon stock price today: Italy slashes Amazon’s antitrust fine as Alexa+ and earnings near

Amazon stock price today: Italy slashes Amazon’s antitrust fine as Alexa+ and earnings near

New York, Jan 13, 2026, 09:36 EST — Regular session Amazon.com shares slipped 0.4% to $246.47 in early trading Tuesday, following news that Italy’s antitrust authority reduced a record fine against the company to 752.4 million euros ($878.2 million). (Reuters) The cut is modest compared to Amazon’s market value, yet it chips away at a headline risk that can quickly ignite when regulators turn their attention back to Big Tech’s market dominance. The timing is tricky for the stock. Investors have moved past the 2025 year-end rally hype and are now zeroing in on what companies will actually deliver in
13 January 2026
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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

NEW YORK, Jan 13, 2026, 09:36 ET — Regular session Nvidia shares held steady in early New York trading Tuesday after the company announced it won’t require upfront payments for its H200 AI chips. The stock ticked up just 0.03% to $184.94. (Reuters) This is a sensitive subject since any suggestion of stricter rules in China might come across as a demand or regulatory red flag for a company whose latest chips have become essential for AI data centers. Extra payment hurdles can stall bookings and delay deliveries, even when customers are eager for the chips. For a stock valued
13 January 2026
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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

New York, Jan 13, 2026, 08:47 EST — Premarket Intel shares dropped 3.3% to $44.06 in premarket on Tuesday, erasing part of their recent rally despite a KeyBanc upgrade and optimism around server demand. This call is key as Intel’s 2026 strategy shifts from promises to tangible pricing power and delivery. The stock now acts as a gauge for the company’s ability to push more high-end processors into the AI boom, even as it invests heavily to overhaul its manufacturing. The morning is packed with fresh U.S. inflation figures and the first major batch of quarterly earnings, setting the stage
13 January 2026
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Alphabet stock edges up before the open as Apple taps Google Gemini for a new Siri

Alphabet stock edges up before the open as Apple taps Google Gemini for a new Siri

New York, Jan 13, 2026, 04:33 EST — Premarket Shares of Alphabet (GOOGL.O) climbed roughly 0.7% in premarket trading Tuesday, hitting $334.02. The move came after Apple announced its next-gen AI models will be built on Google’s Gemini, paving the way for a more personalized Siri debuting later this year. The deal extends Google’s Gemini further into Apple’s vast ecosystem of over two billion active devices, scoring Alphabet a rare distribution victory beyond its own platforms just as investors weigh the frontrunners in the AI race. “It shifts OpenAI into a supporting role,” noted Parth Talsania, CEO of Equisights Research.
13 January 2026
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Confluent scraps earnings call ahead of IBM takeover — what it means for CFLT stock

Confluent scraps earnings call ahead of IBM takeover — what it means for CFLT stock

NEW YORK, Jan 13, 2026, 02:45 EST Confluent (CFLT.O) said on Monday it will report fourth-quarter and full-year 2025 results on Feb. 11, but it will not hold an earnings conference call or provide a financial outlook because of its pending sale to IBM (IBM.N). https://www.businesswire.com/news/home/20260112152645/en/Confluent-to-Announce-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results-on-February-11-2026 That matters now because earnings calls are usually where management answers the only question deal traders keep asking: is anything slowing down. With no call, the stock loses one of its few near-term pressure points. The absence of guidance also keeps the focus on timing and odds, not the quarter itself. For a cash
13 January 2026
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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

New York, January 12, 2026, 21:18 EST — The market has closed. Adobe (ADBE) slipped 1.9% to $327.65 on Monday, marking its second day of losses, while the broader U.S. market nudged higher. The S&P 500 added 0.16%, the Dow rose 0.17%, with Apple and Alphabet closing up and Microsoft slipping, according to MarketWatch data. Adobe remains about 30% off its 52-week peak, with trading volume slightly below its 50-day average. (MarketWatch) This shift is significant since Adobe stands as a test case for whether major software players can monetize generative AI—tools that generate images and other content from prompts—without
13 January 2026
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Stock Market Today

NatWest Group stock: buyback filing and Rightmove mortgage deal set up a busy week

NatWest Group stock: buyback filing and Rightmove mortgage deal set up a busy week

7 February 2026
NatWest shares closed up 1.45% at 659.4 pence Friday, buoyed by a buyback of 797,428 shares and a new digital mortgage deal with Rightmove. The Bank of England held rates at 3.75% but signaled possible cuts, with markets pricing in two reductions for 2026. NatWest plans to expand its Accelerator community to 50,000 members by 2026. Annual results are due Feb. 13.
Unilever share price holds at 5,250p as results week looms — what investors watch next

Unilever share price holds at 5,250p as results week looms — what investors watch next

7 February 2026
Unilever shares closed flat at 5,250p in London Friday, underperforming the FTSE 100’s 0.6% gain. The company issued 4.2 million new shares for employee plans, bringing total shares to over 2.18 billion. Investors await Q4 and full-year results on Feb. 12, with analyst consensus pointing to 3.9% Q4 sales growth. Unilever’s U.S. ADR rose 0.8% to $72.12.
BP share price near 52-week high ahead of Feb 10 earnings as buyback runs on

BP share price near 52-week high ahead of Feb 10 earnings as buyback runs on

7 February 2026
BP shares closed up 1.9% at 478 pence Friday, just below a 52-week high, as the company continued buybacks ahead of next week’s results. BP repurchased 2.789 million shares on February 6. Oil prices firmed on geopolitical risk, with Brent at $68.05 a barrel, but sector outlook remains uncertain. Investors await BP’s earnings and dividend decision due Tuesday.
SSE share price near 2,510p as BoE rate-cut bets return; UK GDP and SSE updates ahead

SSE share price near 2,510p as BoE rate-cut bets return; UK GDP and SSE updates ahead

7 February 2026
SSE shares closed Friday at 2,510p, up 1.2%, with about 6.6 million shares traded. The company’s transmission arm secured over £6.9 million in Ofgem innovation funding for four projects. Investors adjusted UK rate-cut bets after a split Bank of England decision. SSE maintained 2025/26 earnings guidance and reported a 7% rise in renewables output.
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