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Technology 27 January 2026

Salesforce stock flips lower after $5.6B U.S. Army deal headline — what’s next for CRM shares

Salesforce stock flips lower after $5.6B U.S. Army deal headline — what’s next for CRM shares

Salesforce shares fell 0.4% to $228.39 after news of a 10-year U.S. Army contract capped at $5.6 billion. The deal, awarded to Salesforce’s Computable Insights unit, allows the Army to order services as needed but does not guarantee the full amount will be spent. The contract includes a five-year base period with a five-year option. Salesforce will report earnings around Feb. 25.
27 January 2026
Western Digital stock price jumps as new target hikes sharpen focus ahead of earnings

Western Digital stock price jumps as new target hikes sharpen focus ahead of earnings

Western Digital shares jumped 5.5% to $254.06 Tuesday, ahead of its quarterly earnings report due after Thursday’s close. Mizuho and Cantor Fitzgerald raised price targets, citing strong AI-driven demand and higher hard drive prices. Seagate and Micron also surged over 5%. Traders tracked the launch of a new 2x leveraged ETF linked to Western Digital.
BNAI stock whipsaws again: Brand Engagement Network drops as Africa AI deal stays in focus

BNAI stock whipsaws again: Brand Engagement Network drops as Africa AI deal stays in focus

Brand Engagement Network shares fell 11% to $55.23 by midday Tuesday after volatile trading, despite the Nasdaq rising 1%. The drop followed last week’s SEC filing detailing a $2.05 million Africa licensing deal and a 25% stake in a South African entity. The company’s stock had surged on heavy volume Monday, closing at $62.08. Investors await proof of follow-on revenue and the next earnings update in late March.
Intel stock price rebounds today: INTC claws back ground after selloff

Intel stock price rebounds today: INTC claws back ground after selloff

Intel shares rose 3.3% to $43.91 Tuesday after a sharp drop the day before, tracking gains in semiconductor stocks. The move follows a weak forecast last week, with Intel projecting a first-quarter loss and revenue between $11.7 billion and $12.7 billion. New Core Ultra Series 3 processors go on sale Jan. 27. Investors remain focused on supply issues and the upcoming Federal Reserve meeting.
27 January 2026
Micron stock jumps as $24 billion Singapore fab plan targets NAND demand tied to AI

Micron stock jumps as $24 billion Singapore fab plan targets NAND demand tied to AI

Micron shares rose 4.3% in premarket trading Tuesday after the company announced a $24 billion, 10-year expansion of its Singapore wafer facilities. The new plant will add 700,000 square feet of cleanroom space, with production set to begin in 2028. Investors are watching for updates from Samsung and SK Hynix on Thursday as competition in high-bandwidth memory heats up.
Microsoft stock rises as MSFT heads into earnings after Maia 200 AI chip reveal

Microsoft stock rises as MSFT heads into earnings after Maia 200 AI chip reveal

Microsoft shares rose 0.9% to $470.28 in early U.S. trading Tuesday ahead of its fiscal Q2 earnings report due Jan. 28. Investors are focused on Azure’s growth and Microsoft’s new Maia 200 AI chip, which launches this week in Iowa. The Federal Reserve also begins a two-day policy meeting, adding to market uncertainty.
Broadcom stock price rises as Wall Street sets up for Fed call and big-tech earnings (AVGO)

Broadcom stock price rises as Wall Street sets up for Fed call and big-tech earnings (AVGO)

Broadcom shares rose 1.5% to $324.85 in early Tuesday trading, leading chip stocks higher after Micron’s $24 billion Singapore plant announcement. Investors shifted into top tech names ahead of the Federal Reserve’s rate decision and a wave of mega-cap earnings. Focus remains on whether AI spending will lift profits amid margin concerns.
Intel stock pops in premarket after Monday slide as investors weigh supply woes and Fed week

Intel stock pops in premarket after Monday slide as investors weigh supply woes and Fed week

Intel shares rose 3.4% to $43.95 in premarket trading Tuesday, rebounding after a 5.7% drop Monday and a 17% plunge Friday. The stock remains down 22% since January 22, following Intel’s warning of supply problems and a weak first-quarter forecast. Traders are watching for the Fed’s rate decision Wednesday and Texas Instruments’ earnings after the bell.
ASML stock rises ahead of Q4 earnings — here’s what investors are watching

ASML stock rises ahead of Q4 earnings — here’s what investors are watching

ASML shares climbed 1.1% to near 1,190 euros in Amsterdam Tuesday, ahead of its Q4 and full-year earnings due Wednesday. Evercore ISI reaffirmed its buy rating with a 1,300-euro target; Barclays kept a hold at 1,200 euros. Investors are watching for any upgrade to ASML’s 2026 sales outlook amid strong AI chip demand. CEO Christophe Fouquet will address the media at 1100 CET after results.
Hyperscale Data (GPUS) stock lifts in premarket after it flags $48.5 million bitcoin stash

Hyperscale Data (GPUS) stock lifts in premarket after it flags $48.5 million bitcoin stash

Hyperscale Data shares rose about 4% in premarket trading Tuesday after the company disclosed its bitcoin holdings are valued at $48.5 million as of Jan. 25. The company reported holding 560 bitcoin, mostly through its Sentinum unit, and aims to reach $100 million in bitcoin on its balance sheet. Bitcoin hovered near $87,956, while major U.S.-listed crypto miners fell 5% to 6% early. Next earnings report is set for Feb. 19.
CoreWeave stock price: Nvidia’s $2 billion buy puts CRWV back in play before the open

CoreWeave stock price: Nvidia’s $2 billion buy puts CRWV back in play before the open

CoreWeave shares rose 5.7% to $98.31 premarket Monday after Nvidia announced a $2 billion investment at $87.20 per share, becoming the company’s second-largest shareholder. The private sale adds nearly 23 million shares to Nvidia’s stake. CoreWeave said it will use the funds to expand data centers and research, not to buy Nvidia processors. Investors are watching if CRWV holds above Nvidia’s purchase price ahead of a busy tech earnings week.
Zoom stock jumps as Baird spots a “hidden gem” Anthropic stake worth up to $4 billion

Zoom stock jumps as Baird spots a “hidden gem” Anthropic stake worth up to $4 billion

Zoom shares rose about 11% Monday after a Baird analyst estimated the company’s early stake in Anthropic could be worth $2 billion to $4 billion if the AI startup reaches a $350 billion valuation. Zoom previously disclosed spending $51 million on private equity investments in early 2023 but has not detailed its Anthropic holdings.
Arista Networks stock jumps 5% as Fed week puts AI data-center plays back in focus

Arista Networks stock jumps 5% as Fed week puts AI data-center plays back in focus

Arista Networks shares rose 5.4% to $143.72 Monday, valuing the company at about $183 billion. Trading volume reached 10.7 million shares amid anticipation of the Feb. 12 earnings release. The stock moved between $135.55 and $146.40 during the session. Broader markets gained ahead of a Federal Reserve decision and major tech earnings.
Applied Digital stock price tumbles after wild swing; APLD investors eye February site reveal

Applied Digital stock price tumbles after wild swing; APLD investors eye February site reveal

Applied Digital shares fell 4% to $36.18 Monday, with trading volume near 48 million and prices ranging from $41.59 to $35.73. The company reported a quarterly net loss of $31.2 million on $126.6 million revenue and broke ground on a 430-megawatt data center in the southern U.S. CEO Wes Cummins faced scrutiny over NDAs with local officials tied to the project.
27 January 2026
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Stock Market Today

  • UnitedHealth Group (UNH) Valuation Update Amid Recent Share Momentum
    June 6, 2026, 8:24 AM EDT. UnitedHealth Group (UNH) shares have climbed 39.44% over three months and 35.46% in one year, closing recently at $399.47. Despite this positive momentum, the three-year return remains negative at -14.16%. Shares trade near the $404.85 analyst price target and a narrative fair value of $395.00, suggesting a modest 1% overvaluation. The narrative centers on challenges including Medicare Advantage rate cuts and regulatory changes, but highlights strengths in Optum's segment and capital allocation. At a price-to-earnings (P/E) ratio of 30.1x, UNH trades above the healthcare industry average of 23.8x but below peer average and a fair P/E of 39.3x, reflecting mixed signals on valuation. Investors weigh whether future growth is fairly priced amid regulatory uncertainties and segment execution risks.

Latest articles

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 06.06.2026

6 June 2026
LIVEMarkets rolling coverageStarted: June 6, 2026, 4:00 AM EDTUpdated: June 6, 2026, 8:34 AM EDT UnitedHealth Group (UNH) Valuation Update Amid Recent Share Momentum June 6, 2026, 8:24 AM EDT. UnitedHealth Group (UNH) shares have climbed 39.44% over three months and 35.46% in one year, closing recently at $399.47. Despite this positive momentum, the three-year return remains negative at -14.16%. Shares trade near the $404.85 analyst price target and a narrative fair value of $395.00, suggesting a modest 1% overvaluation. The narrative centers on challenges including Medicare Advantage rate cuts and regulatory changes, but highlights strengths in Optum’s segment and
Rigetti Stock Drops After Quantum Surge Stalls on Wall Street Rate Jolt

Rigetti Stock Drops After Quantum Surge Stalls on Wall Street Rate Jolt

6 June 2026
Rigetti Computing plunged 14.5% to $20.68 as tech stocks tumbled after strong May payrolls fueled fears of prolonged high U.S. rates, pressuring long-duration names; the selloff highlights risks tied to government funding, potential equity dilution, and uncertain commercial milestones, with Rigetti posting a $26 million Q1 operating loss and $4.4 million revenue despite recent product and funding announcements.
POET Technologies Stock Drops Sharply as Investors Watch

POET Technologies Stock Drops Sharply as Investors Watch

6 June 2026
POET Technologies plunged 23% to $11.86 amid a semiconductor selloff, as investors weighed execution risks after a $400 million capital raise, a $50 million Lumilens order, and recent turbulence from Marvell’s canceled purchase orders, with dilution and tax-status questions adding pressure.
Flex grabs S&P 500 spot but shares drop

Flex grabs S&P 500 spot but shares drop

6 June 2026
Flex will join the S&P 500 on June 22, drawing investor focus to its surging AI data-center power unit and planned spin-off, even as shares fell 4.8% to $151.92 amid a tech selloff; CPI sales jumped 38% to $6.61 billion in fiscal 2026, now 24% of total revenue, but margin slipped 100 basis points due to ramp-up costs and product mix.
Intel shares hit as AI chip slump wipes out $1.3 trillion

Intel shares hit as AI chip slump wipes out $1.3 trillion

6 June 2026
Intel plunged 11.4% to $99.17 on heavy volume as the PHLX Semiconductor Index suffered its worst drop since March 2020, wiping out $1.3 trillion in U.S. chipmaker market value, overshadowing Intel’s new AI partnership with Foxconn amid sector-wide selling triggered by Broadcom’s guidance and renewed Fed rate hike fears.
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