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Technology 21 January 2026

Intel stock jumps nearly 10% as upgrades stack up ahead of earnings

Intel stock jumps nearly 10% as upgrades stack up ahead of earnings

Intel shares jumped about 10% by midday Wednesday after upgrades from Seaport and HSBC, pushing the stock to multi-year highs ahead of Thursday’s earnings report. Investors are focused on guidance, server-chip demand tied to AI, and foundry progress. Options markets anticipate an 8% swing after results. Morgan Stanley’s sector downgrade weighed on peers but did not halt Intel’s rally.
Texas Instruments stock price rises as chip shares rebound; TXN earnings next week in focus

Texas Instruments stock price rises as chip shares rebound; TXN earnings next week in focus

Texas Instruments shares rose 2.2% to $193.82 by midday Wednesday in New York, reversing some of Tuesday’s losses after tariff fears eased. Semiconductor ETFs also rebounded, with iShares Semiconductor ETF up 2.1% and VanEck Semiconductor ETF gaining 1.8%. Investors are watching Texas Instruments’ Jan. 27 earnings call for signs of industrial demand. Broader U.S. indexes edged higher after sharp declines Tuesday on new U.S. tariff threats.
Intel stock jumps again ahead of earnings as Wall Street splits on Lip-Bu Tan’s turnaround

Intel stock jumps again ahead of earnings as Wall Street splits on Lip-Bu Tan’s turnaround

Intel shares surged 10% to $53.67 in early Wednesday trading ahead of its quarterly results due after Thursday’s close. Analysts expect $13.4 billion in revenue and adjusted earnings of 8 cents per share. Options pricing signals traders are bracing for an 8% move after results. Investor focus remains split between AI-driven server demand and concerns over PC market share losses and manufacturing risks.
D-Wave Quantum (QBTS) stock edges up as 10.4 million shares line up for resale after Quantum Circuits deal

D-Wave Quantum (QBTS) stock edges up as 10.4 million shares line up for resale after Quantum Circuits deal

D-Wave shares rose 0.5% to $27.17 Wednesday after completing its Quantum Circuits acquisition. A new filing allows former Quantum Circuits holders to sell up to 10.43 million D-Wave shares, with no proceeds going to D-Wave. Investors are watching for selling pressure and product updates at next week’s Qubits conference.
Palantir stock price steadies after Hyundai expansion as Davos sovereign AI project emerges

Palantir stock price steadies after Hyundai expansion as Davos sovereign AI project emerges

Palantir shares held steady at $168.53 after Reuters reported an expanded software deal with HD Hyundai, valued at hundreds of millions over several years, according to a source. Accenture said it and Palantir will support Sovereign AI’s data-center expansion across EMEA. Broader markets rose, with SPY and QQQ each up 0.7%. Palantir declined to comment on deal specifics.
Micron stock jumps nearly 5% as Taiwan fab deal keeps supply crunch trade in play

Micron stock jumps nearly 5% as Taiwan fab deal keeps supply crunch trade in play

Micron shares rose 4.9% to $382.86 Wednesday after TD Cowen raised its price target, citing persistent memory shortages. The company agreed to buy Powerchip’s P5 fab in Taiwan for $1.8 billion, aiming to boost DRAM output by late 2027. Investors weighed supply risks and execution challenges. Powerchip scheduled an April 10 meeting on a related share issuance.
Sandisk stock price jumps again after Citi lifts target to $490; SNDK earnings next week in focus

Sandisk stock price jumps again after Citi lifts target to $490; SNDK earnings next week in focus

Sandisk shares climbed 3.1% to $467.10 Wednesday morning after Citi raised its price target to $490, citing strong cloud demand and improved pricing. The stock has surged 9.5% since Tuesday. Investors await Sandisk’s Jan. 29 earnings for updates on NAND pricing and data-center demand. Western Digital and Micron also posted gains in early trading.
Meta stock price holds near $604 as FTC appeal revives antitrust cloud ahead of earnings

Meta stock price holds near $604 as FTC appeal revives antitrust cloud ahead of earnings

Meta shares edged up 31 cents to $604.43 in early Wednesday trading, trailing gains in the S&P 500 and Nasdaq 100. The FTC said it will appeal a court’s dismissal of its antitrust case seeking to force Meta to divest Instagram and WhatsApp. UK regulators intensified scrutiny over illegal gambling ads on Meta’s platforms. CTO Andrew Bosworth announced an internal launch of new AI models ahead of Meta’s Jan. 28 earnings report.
Micron stock price jumps early as $1.8B Taiwan fab plan keeps AI memory squeeze in focus

Micron stock price jumps early as $1.8B Taiwan fab plan keeps AI memory squeeze in focus

Micron shares rose 2.8% to $375.21 Wednesday morning after the company agreed to buy Powerchip’s P5 fab in Taiwan for $1.8 billion. The deal adds 300,000 square feet of cleanroom space, with DRAM wafer output set for late 2027. Analysts raised price targets but at least one downgraded the stock over concerns about high-bandwidth memory execution. Memory shortages continue to disrupt AI infrastructure expansion.
Nvidia stock price today: NVDA steadies in premarket as China chip sales and export vote return to the fore

Nvidia stock price today: NVDA steadies in premarket as China chip sales and export vote return to the fore

Nvidia shares rose 0.17% to $178.38 in premarket trading Wednesday after dropping 4.38% the previous day. The U.S. House Foreign Affairs Committee will vote on a bill that could let Congress block export licenses for advanced AI chips. CEO Jensen Huang reportedly plans a late-January trip to China as Nvidia seeks to restore access for its H200 chip. China’s customs officials have barred H200 chip imports, Reuters reported.
21 January 2026
Intel stock jumps in premarket as upgrades stack up ahead of earnings — what traders watch next

Intel stock jumps in premarket as upgrades stack up ahead of earnings — what traders watch next

Intel shares rose 3.5% to $48.56 in premarket trading Wednesday after upgrades from Seaport and HSBC ahead of Thursday’s earnings report. Options pricing signals an expected 8% swing in the stock by week’s end. Analysts project fourth-quarter revenue near $13.4 billion and data-center sales up over 30%. Investors are watching for updates on Intel’s 18A chip process and foundry progress.
Sandisk stock price rises again before the open as Citi lifts target, with Jan. 29 earnings looming

Sandisk stock price rises again before the open as Citi lifts target, with Jan. 29 earnings looming

Sandisk shares rose about 2% in premarket trading Wednesday, extending Tuesday’s 10% surge. Citi raised its price target to $490, citing stronger flash-memory prices driven by AI data center demand. Sandisk, spun off from Western Digital in 2025, will report fiscal second-quarter results on Jan. 29. Traders are watching for updates on NAND pricing and data-center orders.
Temu owner PDD stock jumps premarket after China tax fine, but probe fears linger

Temu owner PDD stock jumps premarket after China tax fine, but probe fears linger

PDD Holdings’ U.S.-listed shares rose nearly 6% in premarket trading Wednesday after Chinese state media reported a 100,000 yuan ($14,359) tax fine against a Shanghai subsidiary. The penalty follows a broader regulatory investigation, with over 100 officials recently visiting PDD’s offices. Shares last traded near $110.88, up from Tuesday’s $104.46 close. Investors remain alert for further regulatory action.
21 January 2026
IBM stock slides nearly 5% after tariff-fueled selloff; AI push and earnings set the next test

IBM stock slides nearly 5% after tariff-fueled selloff; AI push and earnings set the next test

IBM shares fell 4.8% to $291.35 Tuesday, dragging the Dow about 150 points lower. The drop followed IBM’s rollout of new “agentic AI” services and partnerships, and came as investors reacted to renewed tariff threats from President Trump. Evercore ISI raised its IBM price target to $330 ahead of the Jan. 28 earnings report. Accenture shares also slid 4.7% in the broader tech selloff.
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Stock Market Today

  • Southern Co (SO) Shares Edge Higher Amid Valuation Debate
    June 6, 2026, 2:28 PM EDT. Southern Co (SO) shares rose 1.1% to $92.60 without a clear catalyst, contrasting with a cooler short-term trend despite strong long-term total shareholder returns of 8.35% over one year and 74.43% over five years. The stock trades below its fair value estimate of $101.34, suggesting it may be undervalued by about 8.6%, driven by robust electricity demand growth in the Southeastern U.S. fueled by population expansion and large-scale electrification projects. Regulatory approvals for $13 billion in capital investment and additional generation capacity support Southern's long-term earnings outlook. Key risks include potential regulatory setbacks and rising construction costs that could pressure margins and cash flow.

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Visa Shares Avoided Friday Selloff—Traders Now Eye Next Week

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6 June 2026
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ASML Hits All-Time High, Then Falls in Chip Stock Rout — Eyes on Monday

ASML Hits All-Time High, Then Falls in Chip Stock Rout — Eyes on Monday

6 June 2026
ASML shares tumbled after a global chip selloff, closing down 2.39% in Amsterdam and 6.59% in the U.S., as AI chip optimism collided with sector-wide profit-taking; despite the drop, ASML’s Euronext shares remain up 5.57% for the week, but looming U.S.-China export risks could cut earnings per share by up to 10%, per JPMorgan.
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