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Technology 1 January 2026

Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

Chinese tech firms have ordered over 2 million Nvidia H200 AI chips for 2026, far exceeding current stock, sources said. Nvidia has asked TSMC to boost production, but Beijing has not approved H200 imports. ByteDance may spend $14.3 billion on Nvidia chips if sales are allowed. U.S. authorities have granted TSMC, Samsung, and SK Hynix licenses to import chipmaking equipment to China for 2026.
1 January 2026
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Palo Alto Networks stock slips into 2026 holiday pause as year-end tech selling bites

Palo Alto Networks stock slips into 2026 holiday pause as year-end tech selling bites

Palo Alto Networks shares closed down 1.42% at $184.20 on Dec. 31, tracking declines in other cybersecurity stocks as U.S. markets ended 2025 lower. The NYSE is closed for New Year’s Day, with trading set to resume Friday. Investors are awaiting early-January macro data and Palo Alto’s earnings update as key signals. The stock sits 18% below its 52-week high.
1 January 2026
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Super Micro (SMCI) stock dips after-hours after liquid‑cooled SuperBlade launch

Super Micro (SMCI) stock dips after-hours after liquid‑cooled SuperBlade launch

Super Micro shares fell 1.3% to $29.27 in after-hours trading following the launch of its new high-density SuperBlade server for AI and high-performance computing. The 6U platform supports Intel Xeon 6900 chips and offers air or liquid cooling. U.S. markets will reopen Friday after the New Year’s holiday, with investors eyeing early January data and Super Micro’s demand outlook.
1 January 2026
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Qualcomm stock closes down to end 2025 as chip shares slide — what QCOM investors watch next

Qualcomm stock closes down to end 2025 as chip shares slide — what QCOM investors watch next

Qualcomm shares fell 1.5% to $171.05 in the final U.S. trading session of 2025, underperforming semiconductor peers as the sector weakened. Trading volume was less than half the 50-day average. The S&P 500 and Nasdaq also closed lower in thin, holiday-shortened trade. Investors now await early January economic data and Qualcomm’s Feb. 4 earnings call.
1 January 2026
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Communication Services stocks: Meta’s Manus AI deal and Warner takeover battle set early 2026 agenda

Communication Services stocks: Meta’s Manus AI deal and Warner takeover battle set early 2026 agenda

Meta agreed to acquire AI startup Manus for $2–$3 billion, according to a source. U.S. markets were closed for New Year’s Day after the Communication Services Select Sector SPDR ETF ended 2025 down 0.5%. Warner Bros Discovery is expected to reject Paramount Skydance’s $108.4 billion bid as a rival Netflix offer remains.
1 January 2026
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SoftBank stock slips in Tokyo as $41bn OpenAI investment and $4bn DigitalBridge deal take center stage

SoftBank stock slips in Tokyo as $41bn OpenAI investment and $4bn DigitalBridge deal take center stage

SoftBank shares fell 1.9% to 4,400 yen in Tokyo’s final 2025 session after confirming a $41 billion investment in OpenAI. The drop followed news of a $4 billion deal to acquire U.S. digital infrastructure investor DigitalBridge. Broader Tokyo markets also slipped before the New Year holiday closure. DigitalBridge shares rose on the deal announcement.
1 January 2026
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Super Micro (SMCI) stock today: New liquid‑cooled SuperBlade launch keeps shares in focus

Super Micro (SMCI) stock today: New liquid‑cooled SuperBlade launch keeps shares in focus

Super Micro shares fell 1.3% to $29.27 in after-hours trading Wednesday after the company announced a new high-density SuperBlade server built on Intel Xeon 6900 chips. U.S. stock markets remain closed Thursday for New Year’s Day. The new system offers air or liquid cooling for AI and HPC workloads. Investors are watching for Super Micro’s next earnings after a $1.5 billion revenue shift last quarter.
1 January 2026
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Intel stock ends 2025 lower as Nvidia’s $5B stake and January catalysts come into view

Intel stock ends 2025 lower as Nvidia’s $5B stake and January catalysts come into view

Intel shares closed down 1.0% at $36.90 Wednesday, capping a volatile year as U.S. markets shut for the New Year’s holiday. The drop followed Intel’s $5 billion private share sale to Nvidia, completed Dec. 29. Trading volume reached 51.5 million shares. The S&P 500 and Nasdaq also ended the year lower, with technology stocks among the weakest.
1 January 2026
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Ondas Holdings (ONDS) stock jumps on $10 million order news — what investors watch next

Ondas Holdings (ONDS) stock jumps on $10 million order news — what investors watch next

Ondas Holdings shares rose 8.6% to $9.76 Wednesday after announcing $10 million in new autonomous systems orders. Trading volume reached about 156 million shares before the New Year’s Day market holiday. CEO Eric Brock sold 475,000 shares on Dec. 31 for tax reasons, according to a filing. The company expects to issue 2.39 million new shares on Jan. 5, 2026.
1 January 2026
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Space Forge sparks plasma on ForgeStar-1 in orbit, pushing semiconductors-in-space closer

Space Forge sparks plasma on ForgeStar-1 in orbit, pushing semiconductors-in-space closer

Space Forge said it generated plasma aboard its ForgeStar-1 satellite, marking the first commercial, free-flying in-space manufacturing of its kind. The test, conducted on Dec. 31, demonstrated that key conditions for semiconductor crystal growth can be achieved and controlled autonomously in orbit. The company aims to produce high-performance semiconductor materials for power electronics and communications.
1 January 2026
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Qualcomm stock slides in thin year-end trade; QCOM turns to Feb. 4 earnings next

Qualcomm stock slides in thin year-end trade; QCOM turns to Feb. 4 earnings next

Qualcomm closed down 1.5% at $171.05 in the final U.S. trading session of 2025, trailing some semiconductor peers as Wall Street ended the year lower. Trading volume was 4.5 million shares, less than half its 50-day average. The stock finished about 17% below its 52-week high. Markets reopen Jan. 2 after the New Year holiday, with the Federal Reserve’s next policy meeting set for Jan. 27–28.
1 January 2026
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Google stock caps best year since 2009 as AI bets carry Alphabet into 2026

Google stock caps best year since 2009 as AI bets carry Alphabet into 2026

Alphabet ended 2025 up 66%, its strongest annual gain since 2009, driven by investor enthusiasm for new AI-powered search features. Citizens JMP raised its price target on Alphabet to $385. U.S. stocks posted double-digit gains for the year, led by AI-linked tech names. Novavax shares fell 1.47% Tuesday, closing at $6.72, about 42% below their 52-week high.
1 January 2026
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Western Digital (WDC) stock slides after-hours into year-end as traders trim storage winners

Western Digital (WDC) stock slides after-hours into year-end as traders trim storage winners

Western Digital shares fell 2.2% to $172.27 in after-hours trading Wednesday, tracking broader tech weakness and year-end portfolio moves. The stock, a key indicator for data-center demand, swung between $171.28 and $177.46 during the day. Investors await the company’s next quarterly update for signals on margins and demand for AI-related storage. U.S. markets are closed Thursday for New Year’s Day.
1 January 2026
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Stock Market Today

  • United Therapeutics (UTHR) Surges 12.5% on Strong Phase III Data: Market Outlook Mixed
    March 31, 2026, 6:50 AM EDT. United Therapeutics' (UTHR) shares jumped 12.5% to $588.36 following positive Phase III TETON-1 study results for its nebulized Tyvaso in idiopathic pulmonary fibrosis (IPF). The study met primary and key secondary endpoints, prompting plans to submit for FDA priority review by summer's end. Despite the rally, the stock's earnings per share (EPS) estimate fell by 1.2% over 30 days, signaling caution ahead. The company is expected to report Q2 earnings of $6.72 per share on $809.15 million revenue, modestly up year over year. Holding a Zacks Rank #3 (Hold), UTHR faces mixed signals with investor focus on whether current gains persist amid earnings estimate declines.
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