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Technology News 9 January 2026

Oracle stock (ORCL) jumps toward $200 after-hours as AI deal backlog stays in focus

Oracle stock (ORCL) jumps toward $200 after-hours as AI deal backlog stays in focus

New York, January 9, 2026, 16:36 EST — After-hours Oracle shares rose 4.7% to $198.52 in after-hours trading on Friday, after briefly topping $200 during the regular session. Shares traded between $188.91 and $200.13 on the day, with volume at about 26 million shares. The bounce matters because Oracle has become a proxy for the cost of building the new wave of AI data centers. Investors want proof that signed cloud deals can turn into revenue before capital spending, or capex — money spent on items like data centers and servers — tightens the financing math. Broader markets helped. U.S.
9 January 2026
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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

NEW YORK, Jan 9, 2026, 16:37 EST — After-hours Alphabet’s Class C shares added about 1% to $329.14 in after-hours trading Friday. Traders are also eyeing two dates in the near term: Alphabet set Feb. 4 for its fourth-quarter and full-year 2025 results and conference call, due after the close at 4:30 p.m. ET. The Class C shares (GOOG) have no voting rights; Class A (GOOGL) gets one vote per share. (Alphabet Investor Relations) Cantor Fitzgerald, in Street calls tracked by TipRanks, upgraded Alphabet to “overweight” from “neutral” and raised its price target to $370 from $310. “Overweight” is analyst
9 January 2026
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Broadcom stock jumps after Mizuho lifts target to $480 as chip rally hits record highs

Broadcom stock jumps after Mizuho lifts target to $480 as chip rally hits record highs

New York, January 9, 2026, 16:24 EST — After-hours Broadcom Inc. shares climbed about 3.7% on Friday and were last at $344.87 shortly after the close, after Mizuho raised its price target on the chip and software company to $480. (TipRanks) The move helped push the S&P 500 to a record close, with chip stocks driving a broader rally that sent the PHLX semiconductor index to a record high. “Investors are getting granular and picking the winners and losers,” said Zachary Hill, head of portfolio management at Horizon Investments. (Reuters) The fresh bid matters because Broadcom sits in the middle
9 January 2026
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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

NEW YORK, January 9, 2026, 16:30 EST — After-hours Meta Platforms, Inc. shares rose 1.1% to $653.06 in after-hours trading on Friday after the Facebook owner unveiled a slate of nuclear power agreements meant to supply its power-hungry AI data centers. Meta said deals with Vistra, Oklo and TerraPower could back as much as 6.6 gigawatts of new and existing nuclear capacity by 2035. (About Facebook) The effort comes as power supply is becoming a choke point for data center growth, particularly in areas where generation is already scarce. It also follows Meta’s December request for proposals for new nuclear
9 January 2026
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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

New York, Jan 9, 2026, 16:05 EST — After-hours Apple Inc shares (AAPL.O) rose 0.13% to $259.37 at the close on Friday, snapping a seven-session losing streak. The stock traded between $256.27 and $260.20. (Investing.com) The move matters because Apple is heading into quarterly results with investors split on whether iPhone demand is holding up well enough to protect pricing and margins. After a rough run into the new year, the stock has started reacting more sharply to analyst calls and services-related headlines. Evercore ISI raised its price target on Apple to $330 from $325 and reiterated an “Outperform” rating
9 January 2026
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Sandisk stock jumps on report of possible enterprise NAND price doubling — what’s next for SNDK

Sandisk stock jumps on report of possible enterprise NAND price doubling — what’s next for SNDK

New York, January 9, 2026, 16:19 (EST) — After-hours Sandisk (SNDK.O) climbed 12.8% to $377.41 in after-hours trading on Friday after a report said the flash-memory maker could more than double prices for some high-capacity 3D NAND chips used in enterprise solid-state drives. Nomura Securities said “channel checks” showed enterprise-grade NAND pricing was seeing “especially aggressive increases,” with Sandisk’s enterprise NAND cited as rising more than 100% from the prior quarter. The stock traded between $330.96 and $383.76 during the session, with about 19.2 million shares changing hands. (Tom’s Hardware) The talk matters because 3D NAND is the stacked flash
9 January 2026
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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

New York, January 9, 2026, 16:12 ET — After-hours Microsoft Corp shares gained 0.2% to $479.07 on Friday after the software maker leaned further into retail, rolling out a new Copilot checkout feature alongside other AI tools. The company is valued at about $3.85 trillion. Timing is key: Microsoft said it will report fiscal 2026 second-quarter results after the market closes on Jan. 28, a read on demand across its cloud and AI businesses. Investors will also be listening for any change in its outlook for the rest of the fiscal year. (Source) On Thursday, Microsoft rolled out “agentic AI”
9 January 2026
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Micron stock jumps 5% on Moody’s upgrade, Mizuho target hike as memory bets return

Micron stock jumps 5% on Moody’s upgrade, Mizuho target hike as memory bets return

NEW YORK, Jan 9, 2026, 16:05 EST — After-hours Micron Technology shares rose on Friday after Moody’s upgraded the memory-chip maker’s senior unsecured rating to Baa2 from Baa3, keeping its outlook stable, and an analyst lifted his price target. The stock was last up 5.1% at $343.71, after trading between $326.41 and $345.74. (Investing.com) The calls matter because Micron sits at the center of a trade investors keep circling back to: tighter supply in advanced memory as data centers add more compute. High-bandwidth memory, or HBM — stacked dynamic random access memory used alongside AI accelerator chips — has been
9 January 2026
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Intel stock jumps nearly 10% after Trump praise; earnings in focus

Intel stock jumps nearly 10% after Trump praise; earnings in focus

NEW YORK, Jan 9, 2026, 16:05 EST — After-hours Intel Corp shares jumped on Friday, closing up 9.8% at $45.13 after President Donald Trump praised Chief Executive Lip-Bu Tan following a White House meeting. The stock touched $45.22 intraday, with about 120 million shares traded. (Yahoo Finance) The move matters because Intel is heading into a closely watched earnings report with momentum — and little room for surprises. The company said it will report fourth-quarter and full-year 2025 results after the market close on Jan. 22. (Newsroom) Trump met Tan on Thursday, according to a Bloomberg report that said the
9 January 2026
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Twilio (TWLO) stock slides as CEO share-sale filing lands; February earnings loom

Twilio (TWLO) stock slides as CEO share-sale filing lands; February earnings loom

NEW YORK, Jan 9, 2026, 15:07 EST — Regular session Twilio shares fell on Friday after a regulatory filing showed Chief Executive Khozema Shipchandler sold stock under a pre-arranged trading plan. The stock was down 3.9% at $132.13, after earlier trading as high as $138.39. The disclosure matters now because Twilio has become a crowded, rate-sensitive software trade again, and investors are quick to react to any signal around insider activity. With the next earnings report weeks away, traders are trying to separate routine selling from a shift in tone ahead of 2026 guidance. The broader market was firmer after
9 January 2026
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Palo Alto Networks stock slips after Klarich flags share sale; PANW traders eye next catalyst

Palo Alto Networks stock slips after Klarich flags share sale; PANW traders eye next catalyst

New York, January 9, 2026, 15:14 ET — Regular session Palo Alto Networks shares slipped on Friday, underperforming a broader tech-led rise, after a late-day regulatory filing flagged a planned insider sale. The stock was down $1.52, or 0.8%, at $189.28, after trading between $187.42 and $192.13. A Form 144 filed with the U.S. Securities and Exchange Commission showed Lee Klarich, listed as an officer of the company, intends to sell 120,768 class A shares through Goldman Sachs with an aggregate market value of about $23 million. The filing said the sale is tied to a Rule 10b5-1 plan adopted
9 January 2026
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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

New York, Jan 9, 2026, 14:59 EST — Regular session Texas Instruments stock (TXN.O) rose about 1% to $190.24 in afternoon trading on Friday. Chipmakers led the gains, with the Philadelphia Semiconductor Index — a gauge of major U.S. chip stocks — up 2.6%, helping lift the S&P 500 to a record high. Broadcom gained 3.7% and Lam Research jumped 8% after Mizuho lifted its price target; “investors are getting granular and picking the winners and losers in terms of sub-themes and individual names,” said Zachary Hill, head of portfolio management at Horizon Investments. (Reuters) A Labor Department report showed
9 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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