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Technology News 11 January 2026 - 12 January 2026

UiPath stock: CEO share sale filing puts PATH in focus ahead of a busy week

UiPath stock: CEO share sale filing puts PATH in focus ahead of a busy week

New York, Jan 11, 2026, 18:13 EST — The market has closed. Shares of UiPath Inc are set to open Monday in the U.S. following a regulatory filing revealing CEO Daniel Dines sold stock on Friday. Such insider selling often attracts extra scrutiny when there’s little else in the news. The timing is crucial since UiPath continues to behave like a sentiment-driven stock. Even minor cues—insider trades, comments at conferences, or the mood on demand—can sway its price more than warranted. Two key events next week will put rate-sensitive software stocks to the test: the U.S. inflation report and fresh
12 January 2026
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Qualcomm stock slips on Mizuho downgrade, Apple modem worries linger into the week

Qualcomm stock slips on Mizuho downgrade, Apple modem worries linger into the week

NEW YORK, January 11, 2026, 16:18 EST — The market has closed. QUALCOMM Incorporated shares dropped 2.3% to $177.78 on Friday following a downgrade from Mizuho, which pointed to rising challenges in the smartphone sector and doubts about iPhone modem content. With U.S. markets closed Sunday, this rating cut could weigh on trading when markets reopen. Mizuho’s Vijay Rakesh cut Qualcomm to Hold from Buy, trimming his price target to $175, which he views as fair value. Handsets account for over 70% of revenue at Qualcomm’s QCT chip segment, he noted, expecting global handset shipments to decline between 0% and
11 January 2026
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Intel stock (INTC) heads into Monday after Trump post fuels 10.8% Friday surge

Intel stock (INTC) heads into Monday after Trump post fuels 10.8% Friday surge

New York, January 11, 2026, 16:01 (ET) — The market has closed. Intel Corp shares jumped 10.8% on Friday, closing at $45.55. The surge came on heavy volume, with over 186 million shares trading hands, setting the stage for a crucial test when U.S. markets open Monday. (Yahoo Finance) The jump is significant with Intel’s quarterly report less than two weeks away. Investors will be watching closely for specifics on margins, demand, and the expenses tied to ramping up manufacturing capacity. Intel plans to release its fourth-quarter and full-year 2025 results after the market closes on Jan. 22. (Intel Corporation)
11 January 2026
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AppLovin stock jumps on Benchmark “top idea” call — what to watch for APP this week

AppLovin stock jumps on Benchmark “top idea” call — what to watch for APP this week

New York, January 11, 2026, 15:45 EST — The market has closed. AppLovin Corp shares closed Friday up roughly 5% at $647.72, buoyed by a bullish note from Benchmark analyst Mike Hickey. He reaffirmed his buy rating and $775 price target, naming AppLovin his 2026 EDM Top Idea. Hickey highlighted a “clear path to sustained revenue growth and strong earnings leverage into 2026.” (Insider Monkey) Timing is key. AppLovin, known for its volatility, often swings with shifts in risk appetite. Investors have been swift to sell off pricey growth stocks whenever rates rise. U.S. markets were closed Sunday, so Monday’s
11 January 2026
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Reliance Industries stock set for Monday test after Ambani’s ₹7 trillion Gujarat pledge, Jio AI push

Reliance Industries stock set for Monday test after Ambani’s ₹7 trillion Gujarat pledge, Jio AI push

Mumbai, Jan 12, 2026, 02:07 IST — Market session ended. Reliance Industries Ltd (RELI.NS) will draw attention when Indian markets open Monday, after chairman Mukesh Ambani committed ₹7 trillion in investments across Gujarat over the next five years. He revealed a major push into clean energy and data centres, including what he described as India’s largest AI-ready data centre in Jamnagar. The announcement came during a state business conference on Sunday. (The Economic Times) The announcement gives investors a fresh figure to factor in, just as the stock is already acting like a macro proxy, reacting sharply to oil and
11 January 2026
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Meta’s nuclear power pivot puts communication services stocks (XLC) in focus ahead of Monday

Meta’s nuclear power pivot puts communication services stocks (XLC) in focus ahead of Monday

NEW YORK, Jan 11, 2026, 13:22 EST — Market closed Meta Platforms climbed 1.1% on Friday after the Facebook parent revealed that nuclear-energy deals might deliver up to 6.6 gigawatts of power by 2035 to support its expanding AI data centers. The Communication Services Select Sector SPDR ETF (XLC) edged up 0.35%, while Alphabet ticked higher by 0.9%. (About Facebook) The broader market on Friday gave the S&P 500 a boost, pushing it to a record high close. Despite December’s jobs report coming in weaker than expected, investors remained confident about Federal Reserve rate cuts later this year. Interest in
11 January 2026
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Meta’s nuclear power deals jolt data center stocks as CPI week looms

Meta’s nuclear power deals jolt data center stocks as CPI week looms

New York, January 11, 2026, 12:57 EST — Market closed Data center-related stocks open Monday with attention on power supply following Meta’s fresh nuclear energy agreements to support its AI expansion. Vistra jumped roughly 10.5% on Friday, Oklo climbed about 7.9%, and Meta edged up around 1.1%. Here’s why it’s crucial today: the market now sees electricity as a hard limit, not just an afterthought, for the upcoming surge in AI data centers. This shift has dragged utilities and nuclear developers into the mix, alongside the chipmakers and server firms that have traditionally led this trade. Spending buzzed again Friday.
11 January 2026
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Cisco stock: Supreme Court lawsuit, partner-program shift put CSCO in focus for the week ahead

Cisco stock: Supreme Court lawsuit, partner-program shift put CSCO in focus for the week ahead

New York, Jan 11, 2026, 11:50 ET — The market has closed. The U.S. Supreme Court on Friday agreed to hear Cisco Systems’ appeal in a lawsuit accusing the tech giant of aiding China in tracking down Falun Gong practitioners. This development adds a new layer of legal uncertainty as Cisco’s shares prepare to trade next week. A Cisco spokesperson said the company is “pleased” the court will consider the case and anticipates the oral arguments ahead. (Reuters) Cisco shares edged down 0.11% to close at $73.88 on Friday, underperforming as the S&P 500 advanced 0.65% and the Dow gained
11 January 2026
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Micron stock jumps on fresh $390 target — what to know before Monday’s open

Micron stock jumps on fresh $390 target — what to know before Monday’s open

New York, Jan 11, 2026, 11:13 AM EST — Market closed Micron Technology (MU.O) jumped 5.5%, closing Friday at $345.09 following a price target boost from Mizuho. The iShares Semiconductor ETF also climbed 2.9%, highlighting widespread gains ahead of the weekend. (TipRanks) This shift is significant since Micron is now a key barometer for data-center demand and memory prices. Friday’s surge tightens the margin for any letdown when upcoming reports arrive. With U.S. markets closed Sunday, Monday’s open will reveal if buyers continue pushing or start cashing out. Micron stands as one of the rare suppliers of high-bandwidth memory, or
11 January 2026
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Tencent Holdings stock: buyback keeps pressure on bears as AI bottleneck warning hits tape

Tencent Holdings stock: buyback keeps pressure on bears as AI bottleneck warning hits tape

Hong Kong, Jan 11, 2026, 23:42 HKT — Market closed. Tencent Holdings Ltd repurchased about 1 million shares on Jan. 9, spending HK$635.9 million, according to a filing with Hong Kong’s stock exchange. The WeChat owner’s shares in Hong Kong closed at HK$611, down 0.81%. (TradingView) Hong Kong markets reopen Monday, and the repurchase stands out as one of the scarce new signals for traders gauging demand in China’s internet giants. While buybacks reduce share count and return cash to investors, they seldom move prices on their own. Tencent’s shares remain caught up in the swings of the AI trade,
11 January 2026
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Oracle stock pops nearly 5% into weekend — what’s next for ORCL after Stargate AI buildout and board exits

Oracle stock pops nearly 5% into weekend — what’s next for ORCL after Stargate AI buildout and board exits

New York, January 11, 2026, 10:39 (EST) — The market has closed. Oracle’s stock jumped 4.7% on Friday, closing at $198.52 and beating the wider market. Shares fluctuated from $188.91 to a high of $200.13, with around 26.2 million changing hands. The S&P 500 meanwhile gained 0.65%. (MarketWatch) U.S. markets are closed Sunday, leaving traders to eye Monday’s session for signs of follow-through after a sharp move that unfolded without fresh earnings. Oracle has emerged as a key barometer for investor appetite in big, power-hungry AI infrastructure plays. This matters because Oracle’s next move isn’t just about pushing software licenses
11 January 2026
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ASML stock jumps 7% into the weekend as analysts bet on a 2026 EUV upcycle

ASML stock jumps 7% into the weekend as analysts bet on a 2026 EUV upcycle

Amsterdam, Jan 11, 2026, 16:46 CET — Markets have closed. ASML Holding’s U.S.-listed shares jumped 6.7% to close at $1,273.88 in the latest session. The boost came on renewed analyst enthusiasm, linking the Dutch chip-equipment giant’s 2026 outlook to AI-driven demand and a recovery in memory spending. (Investing.com) This matters because ASML controls a critical bottleneck in advanced chip manufacturing. If major chipmakers continue ramping up AI-related capacity, ASML’s lithography equipment could score a fresh wave of orders—even as investors argue over whether 2026 will bring a “pause” or more growth. The company has promised to share more on its
11 January 2026
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Stock Market Today

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
Glencore share price steadies after Rio Tinto walks away — what to watch next week

Glencore share price steadies after Rio Tinto walks away — what to watch next week

7 February 2026
Glencore shares closed up 0.6% at 478.1 pence Friday, rebounding after a 7% drop following the collapse of merger talks with Rio Tinto. The company is expected to announce the sale of its Kazzinc stake soon and has signed a non-binding agreement with Orion for a potential $9 billion deal in the DRC. Investors await Glencore’s full-year results on Feb. 18 for further guidance.
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