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Technology 9 January 2026

AMD stock dips after hours as focus shifts from CES to the next catalysts

AMD stock dips after hours as focus shifts from CES to the next catalysts

AMD shares fell 0.7% to $203.17 in after-hours trading Friday, despite the PHLX semiconductor index hitting a record as the S&P 500 closed at an all-time high. The stock moved between $202.88 and $207.27 during the session, with about 24.1 million shares traded. Investors are awaiting AMD’s upcoming results and U.S. inflation data due January 13.
Alphabet (GOOG) stock ticks up after-hours as Google sets Feb. 4 earnings call, CEO sale disclosed

Alphabet (GOOG) stock ticks up after-hours as Google sets Feb. 4 earnings call, CEO sale disclosed

Alphabet Class C shares rose about 1% to $329.14 in after-hours trading Friday. CEO Sundar Pichai sold 32,500 Class C shares for roughly $10.4 million on Jan. 7, leaving him with over 2.2 million. The company reports quarterly results Feb. 4. EU regulators are expected to rule by Feb. 10 on Alphabet’s $32 billion Wiz acquisition.
Meta stock edges higher after nuclear power deals aimed at AI data centers

Meta stock edges higher after nuclear power deals aimed at AI data centers

Meta shares rose 1.1% to $653.06 in after-hours trading Friday after announcing nuclear power deals to supply its AI data centers. Agreements with Vistra, Oklo, and TerraPower could support up to 6.6 gigawatts of nuclear capacity by 2035. Financial terms were not disclosed. Investors are watching project timelines and permitting.
Apple stock snaps 7-session skid as Evercore lifts target; Apple Card switch looms

Apple stock snaps 7-session skid as Evercore lifts target; Apple Card switch looms

Apple shares rose 0.13% to $259.37 Friday, ending a seven-day losing streak. Evercore raised its price target to $330 and lifted quarterly estimates ahead of Apple’s Jan. 29 results. Apple and Chase set a roughly 24-month timeline to move the Apple Card portfolio from Goldman Sachs. CEO Tim Cook received $74.3 million in 2025 compensation, mostly in stock awards.
Microsoft stock holds near $480 as Copilot Checkout rollout sets up a Jan. 28 earnings test

Microsoft stock holds near $480 as Copilot Checkout rollout sets up a Jan. 28 earnings test

Microsoft shares rose 0.2% to $479.07 Friday after launching a Copilot checkout tool and new “agentic AI” features for retailers. The company, now valued at $3.85 trillion, will report fiscal Q2 results after markets close Jan. 28. Wells Fargo cut its price target to $665 but kept an Overweight rating. Some new retail AI features remain in preview, with adoption by merchants still uncertain.
Texas Instruments stock ticks up as chipmakers rally — what could move TXN next

Texas Instruments stock ticks up as chipmakers rally — what could move TXN next

Texas Instruments shares rose 1% to $190.24 Friday as chipmakers rallied, with the Philadelphia Semiconductor Index up 2.6% and the S&P 500 hitting a record. U.S. nonfarm payrolls increased by 50,000 in December, while unemployment dipped to 4.4%. Taiwan Semiconductor reported a 20% jump in Q4 revenue, beating forecasts. Texas Instruments will report Q4 earnings on Jan. 27.
AST SpaceMobile stock snaps back near $100 as BofA lifts target after Scotiabank cut

AST SpaceMobile stock snaps back near $100 as BofA lifts target after Scotiabank cut

AST SpaceMobile shares climbed 8.6% to $98.34 Friday after Bank of America raised its price target to $100, maintaining a Neutral rating. The rebound followed a sharp drop earlier in the week. Scotiabank downgraded the stock to Sector Underperform, citing high valuation and lack of retail customers. Investors await the next earnings report, expected March 2, for updates on satellite rollout and customer uptake.
Accenture stock price today: ACN slips as jobs data resets rate bets, new retail AI push in focus

Accenture stock price today: ACN slips as jobs data resets rate bets, new retail AI push in focus

Accenture shares fell 0.6% to $280.15 Friday afternoon, trailing gains in the broader market after a weaker-than-expected U.S. jobs report. The company announced a new AI partnership with Profitmind and will demo the technology at the National Retail Federation event next week. Investors are watching for Accenture’s earnings call on March 19 and the Federal Reserve’s policy meeting Jan. 27-28.
Vistra stock jumps as Meta locks in 20-year nuclear power deal for AI data centers

Vistra stock jumps as Meta locks in 20-year nuclear power deal for AI data centers

Vistra shares rose 11% to $167.11 by midday Friday after Meta signed 20-year nuclear power purchase agreements for 2,609 MW, with deliveries starting in late 2026. The deals cover Vistra’s Perry, Davis-Besse, and Beaver Valley plants. Investors focused on capital spending for upgrades and license extensions. Meta aims to secure power for its Ohio data center and future AI operations.
IREN stock rises as Bernstein calls it a “top AI pick” — what traders watch next

IREN stock rises as Bernstein calls it a “top AI pick” — what traders watch next

IREN shares rose 4.6% to $47.76 Friday, trading between $45.52 and $49.99 in heavy volume. Bernstein analyst Gautam Chhugani named IREN his top AI pick for 2026, according to TipRanks. Investors are watching for February earnings and signs of capital needs tied to the company’s AI expansion. IREN operates renewable-powered data centers in Canada and Texas and signed a $9.7 billion AI cloud deal with Microsoft last year.
Applied Materials stock jumps toward $300 as TSMC sales beat and analysts lift AMAT targets

Applied Materials stock jumps toward $300 as TSMC sales beat and analysts lift AMAT targets

Applied Materials shares jumped about 6% Friday, briefly topping $300, after TSMC reported fourth-quarter revenue above forecasts. Other chip-equipment stocks also rose, with Lam Research up 8% and KLA up 5%. Investors are watching TSMC’s Jan. 15 outlook and Applied’s next earnings report for signs on 2026 spending.
Lumentum stock slips in choppy trade as Wall Street lifts targets to $455-$470

Lumentum stock slips in choppy trade as Wall Street lifts targets to $455-$470

Lumentum shares fell 2.4% to $339.88 by early afternoon Friday after volatile trading this week. Mizuho and Needham raised price targets on expectations of strong AI data-center optics demand. Investors await Lumentum’s Feb. 3 earnings for signals on cloud infrastructure spending. Chief accounting officer Matthew Sepe will retire after the next quarterly report, with Eric Chang set to replace him.
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Stock Market Today

  • Notable $197M Outflow in First Trust Dow Jones Internet ETF (FDN)
    April 27, 2026, 12:03 PM EDT. The First Trust Dow Jones Internet Index Fund (FDN) saw a significant week-over-week outflow of approximately $197.4 million, representing a 3.9% drop in shares outstanding. Key components traded mixed on the same day: Arista Networks (ANET) fell 3.1%, CloudFlare (NET) rose 0.7%, and Airbnb (ABNB) gained 0.2%. FDN's recent share price of $263.54 sits between its 52-week low of $224.47 and high of $287.81. ETFs, which trade like stocks, issue and redeem 'units' based on investor demand; large outflows trigger sales of underlying assets, impacting constituent stocks. Monitoring such flows helps gauge market sentiment and potential price movements within tech-oriented ETFs like FDN.

Latest article

VTI’s Tiny Drop Is Hiding a Bigger Test for U.S. Stocks

VTI’s Tiny Drop Is Hiding a Bigger Test for U.S. Stocks

27 April 2026
Vanguard Total Stock Market ETF edged up 12 cents to $352.17 after an early dip Monday, as investors weighed upcoming mega-cap tech earnings against oil-market risks tied to Iran. The fund remains up 0.59% over the past five days. Oil forecasts rose after Middle East supply concerns, with Goldman Sachs now seeing Brent at $90 a barrel in the fourth quarter. Peer equity ETFs traded mixed in early action.
Nasdaq Pullback Deepens As AI Rally Runs Into Big Tech Earnings, Fed Decision And Oil Shock

Nasdaq Pullback Deepens As AI Rally Runs Into Big Tech Earnings, Fed Decision And Oil Shock

27 April 2026
The Nasdaq Composite fell 0.4% to 24,738.40 Monday after hitting a record, as investors braced for major Big Tech earnings and tracked new OpenAI-linked AI deals. Brent crude jumped 2.44% to $107.90 following stalled U.S.-Iran talks. Microsoft shares dipped after OpenAI ended its exclusive cloud partnership. Qualcomm rose on reports of OpenAI smartphone chip plans.
Intel Stock Rally Is Forcing Wall Street to Rethink the AI Chip Race

Intel Stock Rally Is Forcing Wall Street to Rethink the AI Chip Race

27 April 2026
Intel shares climbed 2.7% to $84.76 on Monday, extending a post-earnings rally that pushed its market value to $430.6 billion. The company reported first-quarter revenue of $13.6 billion, up 7%, with its Data Center and AI unit rising 22% to $5.1 billion. Investors are shifting focus to AI CPUs, though risks remain around supply and Intel’s foundry business.
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