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Technology 1 January 2026 - 2 January 2026

AppLovin stock slides into 2026 as investors test its sky-high margins

AppLovin stock slides into 2026 as investors test its sky-high margins

AppLovin shares dropped about 6% Friday morning, extending a late-2025 slide as investors questioned the stock’s high valuation. The company posted third-quarter revenue of $1.41 billion, up 68% year over year, and an 82% adjusted EBITDA margin. Wall Street is focused on whether profit growth can keep pace as revenue growth slows. AppLovin closed 2025 at $673.82, down 2.87% on Dec. 31.
2 January 2026
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Alphabet stock rises to start 2026 as analysts flag AI-search tailwinds for GOOG

Alphabet stock rises to start 2026 as analysts flag AI-search tailwinds for GOOG

Alphabet Class C shares rose 1.3% to $317.82 early Friday, tracking a tech rally as the Nasdaq opened higher for 2026. Citizens analyst Andrew Boone raised his price target to $385, citing stronger engagement from new AI features in Google Search. Investors are watching next week’s U.S. jobs and inflation data ahead of Alphabet’s earnings. The stock touched an intraday high of $322.86.
2 January 2026
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IREN stock back in focus as big funds build stakes ahead of Microsoft AI rollout

IREN stock back in focus as big funds build stakes ahead of Microsoft AI rollout

Institutional investors have increased stakes in IREN after its $9.7 billion, five-year AI cloud contract with Microsoft, requiring major new data center capacity in Texas. Shares traded at $37.77, down 1.3% premarket Friday. Goldman Sachs began coverage with a Neutral rating and $39 price target. IREN still relies mainly on crypto mining revenue as it shifts to AI services.
2 January 2026
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Google stock’s best year since 2009 sets up a tougher 2026 test for Alphabet’s AI spending

Google stock’s best year since 2009 sets up a tougher 2026 test for Alphabet’s AI spending

Alphabet shares surged 65% in 2025, their best year since 2009, driven by investor interest in AI. Wall Street expects 2026 earnings growth to slow to 6% as capital spending rises nearly 29% to $114.3 billion. Google Cloud remains a key focus, with $155 billion in backlog and 33.5% revenue growth in Q3. Alphabet’s class A shares were down 0.3% at $313 Friday morning.
2 January 2026
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NIO posts record December deliveries as CEO says 1 millionth vehicle is days away

NIO posts record December deliveries as CEO says 1 millionth vehicle is days away

NIO delivered a record 48,135 vehicles in December 2025, up 54.6% from a year earlier, bringing full-year deliveries to 326,028 and cumulative deliveries to 997,592. The company’s main NIO brand saw a yearly decline, but new Onvo and Firefly models drove growth. CEO William Li said NIO will soon reach its one-millionth vehicle and plans over 1,000 new battery swap stations in 2026. BYD’s December sales dropped 18.3% year-on-year.
2 January 2026
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Rocket Lab (RKLB) stock rises in premarket as Space Force satellite deal stays in focus

Rocket Lab (RKLB) stock rises in premarket as Space Force satellite deal stays in focus

Rocket Lab shares rose 3.5% to $72.20 in premarket trading Friday after closing 2025 at $69.76. The move follows an $816 million contract awarded by the U.S. Space Development Agency for 18 satellites, with delivery expected in 2029. The deal is part of a $3.5 billion order split among Rocket Lab, Lockheed Martin, L3Harris, and Northrop Grumman.
2 January 2026
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ASML stock slips in premarket after Aletheia upgrade lifts target to $1,500

ASML stock slips in premarket after Aletheia upgrade lifts target to $1,500

ASML shares slipped 0.25% to $1,069.86 in U.S. premarket trading Friday despite an analyst upgrade to Buy and a price target hike to $1,500. Investors are watching China chip-tool rules and ASML’s Jan. 28 earnings for signals on 2026 demand. TSMC rose 1.4% premarket after a U.S. license for China equipment imports. The STOXX 600 gained 0.6% early Friday as European markets reopened.
2 January 2026
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Tencent stock jumps in Hong Kong on AI-fueled tech rally; buyback filing in focus

Tencent stock jumps in Hong Kong on AI-fueled tech rally; buyback filing in focus

Tencent shares rose 4.0% to HK$623.00 in Hong Kong after the company bought back 1.1 million shares for HK$635.5 million on Dec. 31. The rally followed renewed optimism in China’s AI sector and a broader tech surge. Traders are watching if U.S.-traded Tencent ADRs will mirror the move when New York trading resumes. Mainland China’s markets reopen Jan. 5.
2 January 2026
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Baidu stock in focus as Kunlunxin Hong Kong listing plan lands — and Jefferies lifts target

Baidu stock in focus as Kunlunxin Hong Kong listing plan lands — and Jefferies lifts target

Baidu filed a confidential application to list its AI chip unit Kunlunxin in Hong Kong as part of a planned spin-off. Baidu’s Hong Kong shares rose 7.5% to HK$141.30, while its U.S.-listed shares last closed at $130.66, down 1.3%. The company said the deal is not finalized and would require regulatory approvals. Investors await details on deal structure and potential impact on U.S. trading.
2 January 2026
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UiPath stock set for Jan. 2 open after CEO share sale, S&P MidCap 400 entry looms (PATH)

UiPath stock set for Jan. 2 open after CEO share sale, S&P MidCap 400 entry looms (PATH)

UiPath shares closed at $16.39, down 1.7% on Dec. 31, after CEO Daniel Dines sold 90,000 shares for about $1.5 million under a pre-set plan, a filing showed. The company is set to join the S&P MidCap 400 before Friday’s open, replacing Synovus Financial. Shares last traded at $16.34 after hours. U.S. markets were closed Thursday for New Year’s Day.
2 January 2026
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Oracle stock forecast 2026: AI spending scrutiny and new cloud challengers put ORCL in focus

Oracle stock forecast 2026: AI spending scrutiny and new cloud challengers put ORCL in focus

Brookfield is launching a cloud business to lease chips to AI developers, backed by a $10 billion fund, The Information reported. Oracle shares swung sharply in late 2025 as investors questioned its $15 billion increase in expected capital expenditures for fiscal 2026. SoftBank completed a $41 billion investment in OpenAI, which, with Oracle and others, is planning a multi-year data-center project called Stargate.
2 January 2026
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AMD Stock Forecast 2026: Wall Street Sees 32% Upside as CES Keynote Nears

AMD Stock Forecast 2026: Wall Street Sees 32% Upside as CES Keynote Nears

AMD began 2026 trading near $214, with Wall Street’s average 12-month price target at $282.82, implying a 32% upside. CEO Lisa Su will deliver the CES 2026 keynote on Jan. 5. The company plans to launch its MI400 AI chips in 2026 and expects data center chip revenue to reach $100 billion within five years. Investors are watching AI infrastructure spending and customer capital outlays.
2 January 2026
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Walmart stock forecast 2026: Analysts see modest upside for WMT as tech push meets a pricey valuation

Walmart stock forecast 2026: Analysts see modest upside for WMT as tech push meets a pricey valuation

Analysts set Walmart’s 12-month price target at an average $123.63, above its last close of $111.41, with a “Strong Buy” consensus, TipRanks data showed. Walmart raised its 2025 forecasts after online sales jumped 28% in the third quarter. The company moved its stock listing to Nasdaq in December and will see John Furner take over as CEO on Feb. 1.
1 January 2026
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