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Technology 4 January 2026

Marvell stock jumps 5% as CES 2026 CEO chat nears — what MRVL investors watch next

Marvell stock jumps 5% as CES 2026 CEO chat nears — what MRVL investors watch next

Marvell shares jumped 5.2% to $89.39 Friday, trading 15 million shares. CEO Matt Murphy will speak at a J.P. Morgan CES event on Jan. 6, with investors watching for data-center demand updates. The stock remains down about 25% over the past year but closed above its 50-day moving average. Marvell plans CES product demos and its next dividend has a Jan. 9 record date.
4 January 2026
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Chip stocks surge into 2026 as Nvidia, AMD and Intel face CES and jobs-report tests

Chip stocks surge into 2026 as Nvidia, AMD and Intel face CES and jobs-report tests

The Philadelphia Semiconductor Index surged 4% Friday, leading Wall Street as Nvidia, Intel, and AMD shares climbed. The Dow gained 0.66%, S&P 500 rose 0.19%, and Nasdaq slipped 0.03%. President Trump blocked HieFo Corp’s $3 million acquisition of Emcore assets on national security grounds. Nvidia and AMD CEOs are set to speak at CES on Monday, with traders watching for signals on chip demand.
4 January 2026
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Sandisk stock jumps 16% after board move; SNDK earnings date now the next test

Sandisk stock jumps 16% after board move; SNDK earnings date now the next test

Sandisk shares jumped 15.9% to $275.24 at Friday’s close after the company named First Solar CFO Alexander R. Bradley to its board and audit committee. Trading volume more than doubled to 11.1 million shares. The move comes ahead of Sandisk’s fiscal Q2 earnings on Jan. 29. Sandisk split from Western Digital and joined the S&P 500 in late 2025.
4 January 2026
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Intel stock jumps 6.7% to start 2026 — CES “Panther Lake” debut is next catalyst for INTC

Intel stock jumps 6.7% to start 2026 — CES “Panther Lake” debut is next catalyst for INTC

Intel shares closed up 6.7% at $39.38 on Friday, ahead of its Core Ultra Series 3 processor launch at CES 2026 in Las Vegas. The rally followed news that Nvidia took a $5 billion stake in Intel and as chip stocks led the market higher. Intel’s new chips, built on its 18A process, go on sale in January. Investors are watching for updates at Monday’s CES event and monitoring macro data due next week.
4 January 2026
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Micron stock jumps 10% on Bernstein target hike as AI-memory bets carry into 2026

Micron stock jumps 10% on Bernstein target hike as AI-memory bets carry into 2026

Micron shares jumped 10.5% to $315.42 Friday after Bernstein raised its price target to $330, citing strong AI-driven demand for memory chips. The rally followed Micron’s record fiscal Q1 revenue and higher Q2 outlook. Trading volume surged, with the stock hitting a new 52-week high. Investors now await updates at CES in Las Vegas and Micron’s next earnings for signals on 2026 memory pricing.
4 January 2026
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Sandisk stock today: SNDK ends last session up nearly 16% after board pick, with traders eyeing Jan. 29 earnings

Sandisk stock today: SNDK ends last session up nearly 16% after board pick, with traders eyeing Jan. 29 earnings

Sandisk shares jumped 15.95% to $275.24 on Friday, leading gains among U.S.-listed storage and memory stocks. The company appointed Alexander R. Bradley, CFO of First Solar, to its board and audit committee, effective Dec. 30. Micron Technology rose 10.5%, Western Digital gained about 9%, and Seagate Technology added 4.4% in the same session. Sandisk reports fiscal Q2 results on Jan. 29.
4 January 2026
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Applied Digital stock jumps 14% as AI-linked names rebound; APLD earnings on Jan. 7

Applied Digital stock jumps 14% as AI-linked names rebound; APLD earnings on Jan. 7

Applied Digital shares surged 14.6% to $28.11 on Friday, trading over 36 million shares ahead of its Jan. 7 earnings release. The move followed renewed risk appetite in AI infrastructure stocks, with chipmakers also rallying. The company plans to spin off its cloud services business and has secured a loan facility for new data-center projects. Broader markets ended mixed, with the Dow and S&P 500 up, while the Nasdaq slipped.
4 January 2026
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Micron (MU) stock jumps 10% as Bernstein lifts target on AI-driven memory price upcycle

Micron (MU) stock jumps 10% as Bernstein lifts target on AI-driven memory price upcycle

Micron shares closed up 10.5% at $315.42 Friday after Bernstein raised its price target to $330, citing a record upcycle in memory pricing driven by AI demand. The Philadelphia Semiconductor Index rose about 4%. Bernstein expects strong memory prices through most of 2026. Investors are watching for signs of sustained pricing momentum in DRAM and HBM.
4 January 2026
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QBTS stock jumps as D-Wave Quantum rally puts CES 2026 and U.S. data in focus

QBTS stock jumps as D-Wave Quantum rally puts CES 2026 and U.S. data in focus

D-Wave Quantum shares jumped 7.6% to $28.13 Friday, with volume near 48 million. The stock traded between $25.44 and $28.42 as quantum-computing peers also advanced. Traders cited anticipation ahead of CES and key U.S. economic data next week. D-Wave remains unprofitable, with 2024 revenue of $8.83 million and a net loss of $143.88 million.
4 January 2026
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Stock Market Today

  • Mobius Investment Trust (LON:MMIT) Shares Drop 1.4% Amid Lower Volume
    March 31, 2026, 2:05 AM EDT. Shares of Mobius Investment Trust plc (LON:MMIT) fell 1.4% to 136 GBX during Monday's mid-day session, with trading volume down 87% compared to its average. The investment trust, focusing on 25-30 small to mid-cap companies in emerging and frontier markets, holds a market capitalization of £89.34 million. The stock trades below its 50-day and 200-day simple moving averages, which stand near 141.8 GBX. Mobius reported quarterly earnings per share of 0.69 GBX and a return on equity of 10.93%. Managed by MCP Emerging Markets LLP and led by Carlos Hardenberg, this closed-ended fund remains a Hold among analysts amid market caution.
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