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Technology News 8 January 2026

Lam Research stock slips below $200 as chip gear makers slide; jobs report looms

Lam Research stock slips below $200 as chip gear makers slide; jobs report looms

New York, January 8, 2026, 11:27 EST — Regular session Lam Research shares fell 2.2% to $198.62 on Thursday, tracking a broader drop in semiconductor names. The stock touched $195.14 at its low so far. Lam, a major supplier of chipmaking tools, tends to swing with expectations for factory spending and the pace of upgrades at big chipmakers. That matters now because rate-sensitive tech has been jittery, and investors are trying to pin down whether early-year momentum can hold into earnings season. Applied Materials slid about 4.0%, KLA fell roughly 2.7% and ASML’s U.S.-listed shares dropped about 3.9%, while the
Kratos (KTOS) stock jumps as Marine Corps drone award puts Valkyrie back in focus

Kratos (KTOS) stock jumps as Marine Corps drone award puts Valkyrie back in focus

New York, Jan 8, 2026, 11:18 EST — Regular session Kratos Defense & Security Solutions shares jumped 17.3% to $107.30 in morning trading on Thursday, lifting the San Diego-based defense contractor to one of the market’s strongest gainers. The move followed news tied to a U.S. Marine Corps effort that pairs Northrop Grumman’s mission systems with Kratos’ Valkyrie uncrewed aircraft. Kratos Defense The Marine Corps program sits inside a wider U.S. push for “collaborative combat aircraft,” or CCA — drones meant to fly with piloted fighters, adding capacity without putting more people in cockpits. For smaller suppliers, landing a spot
GDS stock jumps 7% as DayOne’s $2 billion funding ripples into the parent

GDS stock jumps 7% as DayOne’s $2 billion funding ripples into the parent

New York, January 8, 2026, 12:03 EST — Regular session Shares of GDS Holdings Limited climbed about 7% on Thursday, lifting the U.S.-listed stock to $41.25 in midday trading. The move pushed the shares as high as $41.60 after they opened at $39.09. Investors have been parsing what fresh private capital at DayOne Data Centers means for GDS, which has kept a stake in the overseas business. In a sector where power, land and customer contracts can make or break a buildout, funding isn’t a footnote right now — it’s the story. DayOne’s raise also lands as demand for “AI-ready”
JPMorgan stock climbs on Apple Card takeover as earnings near

JPMorgan stock climbs on Apple Card takeover as earnings near

NEW YORK, Jan 8, 2026, 11:13 AM ET — Regular session JPMorgan Chase & Co (JPM) shares rose about 1.1% to $330.65 in late morning trading on Thursday after the bank said it will become the new issuer of Apple’s Apple Card, replacing Goldman Sachs. The deal is subject to regulatory approvals and is not expected to close for roughly two years. “This transaction substantially completes the narrowing of our focus in our consumer business,” Goldman Chief Executive David Solomon said. Reuters The agreement would bring more than $20 billion in card balances to Chase’s platform once completed, adding heft
Palantir stock steadies after Truist’s $223 call as investors eye next catalyst

Palantir stock steadies after Truist’s $223 call as investors eye next catalyst

New York, Jan 8, 2026, 10:01 EST — Regular session Palantir Technologies (PLTR.O) shares were up 0.1% at $181.81 on Thursday after swinging between $180.59 and $186.89 in early trade. Truist Securities initiated coverage with a buy rating and a $223 price target, calling the stock a “best-in-class AI asset” and pointing to demand for generative AI — software that can produce text and code — across governments and companies. The call lands as PLTR stock trades like a referendum on whether AI spending can stay hot and profitable at the same time. Truist framed its target as a 28.1%
8 January 2026
Meta stock drops as China opens scrutiny of Manus AI deal

Meta stock drops as China opens scrutiny of Manus AI deal

New York, Jan 8, 2026, 09:56 EST — Regular session Meta Platforms shares fell on Thursday after China’s commerce ministry said it would assess and investigate the company’s acquisition of artificial intelligence startup Manus. Reuters The move matters because Meta has been leaning hard into AI — both for ads and new consumer products — and any new friction around data or technology transfer can turn a small deal into a bigger risk question for investors. China’s statement also lands at a touchy moment for U.S. tech, with markets quick to reprice policy and regulatory surprises. Meta stock was down
Mobileye stock falls as $900 million humanoid-robot deal meets a reality check

Mobileye stock falls as $900 million humanoid-robot deal meets a reality check

New York, Jan 8, 2026, 09:46 EST — Regular session Shares of Mobileye Global (MBLY.O) fell 3.4% to $11.82 in early trading on Thursday, giving back some recent gains as investors digested the company’s push into humanoid robotics and fresh disclosure on its latest annual revenue. The stock traded between $11.73 and $12.50 after closing at $12.24 on Wednesday. The dip matters now because Mobileye is trying to widen its story beyond driver-assistance chips just as investors start to game out 2026 spending. A robotics acquisition can look like optionality in a slide deck; in the market, it quickly becomes
Nokia Oyj stock slides in Helsinki as Kepler upgrade bounce fades ahead of Jan. 29 results

Nokia Oyj stock slides in Helsinki as Kepler upgrade bounce fades ahead of Jan. 29 results

Helsinki, Jan 8, 2026, 16:49 EET — Regular session Nokia shares fell about 4% to 5.534 euros in Helsinki on Thursday, giving back some of the prior session’s rise after an analyst upgrade, while another broker kept a bearish view. The stock has traded between 5.534 and 5.844 euros on the day and remains below its 52-week high of 6.650 euros, according to Investing.com data. Investing.com The pullback matters because Nokia is less than three weeks from its fourth-quarter and full-year report, due on Jan. 29, when it is expected to update investors on demand trends and its outlook. The
8 January 2026
Intel stock jumps in premarket as 18A ramp talk keeps the turnaround trade hot

Intel stock jumps in premarket as 18A ramp talk keeps the turnaround trade hot

NEW YORK, Jan 8, 2026, 08:58 EST — Premarket Intel (INTC.O) shares rose 6.4% to $42.63 in premarket trading on Thursday, after ending Wednesday at $40.06. Chip stocks were mixed, with Nvidia (NVDA.O) up about 1% while AMD (AMD.O) and Taiwan Semiconductor Manufacturing’s U.S. shares slid around 2%. The move matters because Intel’s comeback hinges on 18A, its next-generation chipmaking process. It is a step in the company’s push to rebuild its factory edge and expand “foundry” work — making chips for other firms, not just itself. Investors have started to treat Intel stock as a vote on whether that
Hyperscale Data (GPUS) stock jumps as company flags $369 mln in assets, touts Bitcoin war chest

Hyperscale Data (GPUS) stock jumps as company flags $369 mln in assets, touts Bitcoin war chest

New York, Jan 8, 2026, 08:14 EST — Premarket Hyperscale Data Inc shares rose about 38% in premarket trading on Thursday after the company published preliminary estimates of its year-end assets and pushed a planned cadence of balance-sheet updates. The stock was at $0.3604. The disclosure matters because Hyperscale Data has tried to anchor trading in its shares to what it says sits on the balance sheet — not just to near-term operating results. For a small stock tied to crypto prices and data-center buildouts, fresh numbers can become the catalyst. It also lands as bitcoin cools off after recent
Uber stock gets a CES jolt as Lucid-Nuro robotaxi plan takes shape

Uber stock gets a CES jolt as Lucid-Nuro robotaxi plan takes shape

NEW YORK, Jan 8, 2026, 07:47 EST — Premarket Uber Technologies shares closed up 0.8% on Wednesday at $86.19, extending a recent lift as the company and partners showcased a new robotaxi program tied to the CES tech conference in Las Vegas. The stock was last up 0.1% in after-hours trading at $86.30. MarketWatch The move matters because Uber is trying to prove it can stay central to ride-hailing even if cars start driving themselves. Robotaxis could cut labor costs, but they also change who controls the trip, the data, and the economics. Investors are watching for signs that autonomy turns
Broadcom stock in focus: AVGO holds steady after $4.5 billion bond deal, key data ahead

Broadcom stock in focus: AVGO holds steady after $4.5 billion bond deal, key data ahead

NEW YORK, Jan 8, 2026, 07:44 EST — Premarket Broadcom shares were little changed in premarket trading on Thursday after the company priced a $4.5 billion bond offering and flagged plans to use the cash for general corporate purposes and debt repayment. The stock was down 0.1% at $343.50. The debt deal matters now because rate expectations have been jumpy, and long-dated borrowing costs feed straight into funding math for big issuers. Traders are also staring at a heavy U.S. data run: the monthly jobs report is due Friday, and the December consumer price index is scheduled for Jan. 13. Bureau
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GE Vernova stock price jumps toward $800 — what to know before Monday trade

GE Vernova stock price jumps toward $800 — what to know before Monday trade

7 February 2026
GE Vernova shares jumped 5.7% to $779.35 Friday after Baird upgraded the stock and the Dow closed above 50,000. The company’s onshore wind unit reported 1.1 GW in U.S. repower orders for 2025, a figure previously disclosed. GE Vernova also completed a $2.6 billion senior notes offering to help fund its Prolec GE stake purchase. Next earnings report is set for April 22.
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