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Technology 2 January 2026

Apple stock slips as Raymond James turns cautious; Vision Pro pullback report hits AAPL

Apple stock slips as Raymond James turns cautious; Vision Pro pullback report hits AAPL

Apple shares closed down 0.31% at $271.01 Friday after Raymond James resumed coverage at “market perform” and the Financial Times reported Vision Pro production cuts following weak demand. The stock was flat in after-hours trading. Apple shipped about 45,000 Vision Pro units during the 2025 holiday quarter and did not expand beyond 13 countries, according to the report.
2 January 2026
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Micron stock jumps 10% as Bernstein hikes MU target to $330 — what investors watch next

Micron stock jumps 10% as Bernstein hikes MU target to $330 — what investors watch next

Micron shares surged 10.4% to $315.23 Friday after Bernstein raised its price target to $330, citing a record memory pricing upcycle driven by AI demand and tight supply. The Philadelphia Semiconductor Index climbed 3.5% even as broader U.S. indexes slipped. Traders now await early-January economic data and earnings for signals on rates and tech sector appetite.
2 January 2026
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Nvidia stock rises as chipmakers rally into 2026; NVDA traders eye CES and earnings

Nvidia stock rises as chipmakers rally into 2026; NVDA traders eye CES and earnings

Nvidia shares rose 1.1% to $188.50 in late U.S. trading Friday, leading a semiconductor rally as the Philadelphia SE Semiconductor index climbed 3.5%. AMD, Intel, and Taiwan Semiconductor also advanced. Investors are watching CEO Jensen Huang’s CES appearance next week and Nvidia’s Feb. 25 earnings report. Treasury yields rose, pressuring high-valuation tech stocks.
2 January 2026
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Palo Alto Networks stock today: PANW slides nearly 3% as cybersecurity shares lag to start 2026

Palo Alto Networks stock today: PANW slides nearly 3% as cybersecurity shares lag to start 2026

Palo Alto Networks shares fell 2.9% to $178.87 in afternoon trading Friday, underperforming the S&P 500, which edged up 0.2%. CrowdStrike, Zscaler, and Fortinet also declined. About 4.1 million Palo Alto shares changed hands as traders awaited next week’s U.S. jobs and inflation data. The stock traded between $186.99 and $177.23 during the session.
2 January 2026
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Texas Instruments (TXN) stock jumps nearly 3% as chip rally returns — what investors watch next

Texas Instruments (TXN) stock jumps nearly 3% as chip rally returns — what investors watch next

Texas Instruments shares rose 2.9% to $178.54 by 2:59 p.m. ET Friday, leading gains among chip stocks as the iShares Semiconductor ETF climbed 4.5%. The Philadelphia Semiconductor Index was up 3.5%. Investors are watching next week’s U.S. jobs and inflation data for signals on 2026 rate cuts. CEO Haviv Ilan will become board chairman in January, succeeding Rich Templeton.
2 January 2026
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JFrog stock sinks nearly 7% despite Barclays note on new Enterprise X price hike

JFrog stock sinks nearly 7% despite Barclays note on new Enterprise X price hike

JFrog shares fell 6.9% to $58.16 Friday after the company raised prices on its self-hosted Enterprise X tier by about 6% starting Jan. 1, according to Barclays. The drop tracked a broader slide in software stocks, with the iShares Expanded Tech-Software ETF down 2.8%. Investors are watching if the price hike affects renewals ahead of JFrog’s expected February earnings update.
2 January 2026
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CrowdStrike stock today: CRWD slides as cybersecurity sector lags Wall Street

CrowdStrike stock today: CRWD slides as cybersecurity sector lags Wall Street

CrowdStrike shares dropped 3.6% to $451.74 in midday New York trading Friday, leading declines among cybersecurity stocks as the sector pulled back to start 2026. Zscaler and SentinelOne each fell over 4%, while the Global X Cybersecurity ETF lost about 2.2%. Broader U.S. stocks were mixed. Investors are watching for U.S. economic data and signals on Federal Reserve policy.
2 January 2026
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Qualcomm stock rises today as chip rally lifts QCOM ahead of CES and Feb. earnings

Qualcomm stock rises today as chip rally lifts QCOM ahead of CES and Feb. earnings

Qualcomm shares rose 1.3% to $173.26 in midday New York trading Friday, as semiconductor stocks outperformed broader tech. The iShares Semiconductor ETF gained 3.6%, while the Nasdaq 100 slipped 0.3%. Traders are watching next week’s CES and Qualcomm’s Feb. 4 earnings call for signals on chip demand and guidance. About 2.1 million Qualcomm shares changed hands by midday.
2 January 2026
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Fermi (FRMI) stock jumps about 14% today as traders track lawsuit probes and next Project Matador update

Fermi (FRMI) stock jumps about 14% today as traders track lawsuit probes and next Project Matador update

Fermi Inc (FRMI.O) shares jumped 14% to $9.12 in midday trading Friday, with volume over 4.4 million. The rebound follows a 34% plunge last month after a $150 million construction funding deal was terminated. Shareholder law firms announced investigations into potential investor claims on Jan. 1. Fermi is seeking tenants for its Texas data-center project after denying links to Amazon.
2 January 2026
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Stock market today: S&P 500, Nasdaq start 2026 higher as tech rebounds; Intuit sinks on co-founder sale

Stock market today: S&P 500, Nasdaq start 2026 higher as tech rebounds; Intuit sinks on co-founder sale

U.S. stocks opened 2026 higher, with the S&P 500 up 0.38% and the Nasdaq gaining 0.75% by midmorning, led by large technology shares. Intuit dropped 5.3% after a filing showed co-founder Scott Cook sold $50 million in stock. Nvidia and Broadcom rose, while furniture retailers gained after President Trump delayed some tariffs. European and Asian markets also advanced; oil fell over 1%.
2 January 2026
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