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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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Nvidia stock starts 2026 higher as chipmakers rebound — what investors watch next for NVDA

Nvidia stock starts 2026 higher as chipmakers rebound — what investors watch next for NVDA

Nvidia shares rose 1.2% to $188.85 Friday, outperforming a flat Nasdaq as chip stocks rallied. The Philadelphia Semiconductor Index jumped 4%. An SEC filing showed Nvidia officer Donald F. Robertson Jr plans to sell up to 80,000 shares worth about $14.9 million. Investors are watching for Nvidia’s CES 2026 presentation and its next earnings report on February 25.
4 January 2026
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AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

AAOI stock jumps 14% to start 2026 as Applied Optoelectronics rides AI data-center demand

Applied Optoelectronics surged 13.6% to $39.60 Friday, leading gains among optical hardware stocks as investors rotated into AI-infrastructure trades. The company last month reported its first volume order for 800G data-center transceivers and forecast up to $8 million in Q4 revenue from those shipments. Volume production of a new 400-milliwatt pump laser is expected later in 2026.
4 January 2026
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Stock Market Today

  • Stock Futures Steady After S&P 500 and Nasdaq Hit Records Ahead of Earnings Week
    April 27, 2026, 7:38 PM EDT. U.S. stock futures showed modest gains Monday night after the S&P 500 and Nasdaq Composite closed at record highs, with futures rising about 0.2%. The Dow Jones Industrial Average lagged, slipping 0.13%. Market optimism was tempered by stalled U.S.-Iran peace talks and regional geopolitical risks. Investors await major earnings reports this week from key tech giants including Alphabet, Amazon, Meta, Microsoft, and Apple, alongside Fed Chair Jerome Powell's likely final interest rate decision. Analysts note some strength has already been priced in, but robust fundamentals keep long-term outlooks positive. Other earnings highlights include LendingClub's surge post strong Q1 results and Nucor's better-than-expected earnings, signaling pockets of strength amid cautious investor sentiment.

Latest article

US Stock Market Today: S&P 500, Nasdaq Hit Records as After-Hours Trading Edges Higher

US Stock Market Today: S&P 500, Nasdaq Hit Records as After-Hours Trading Edges Higher

28 April 2026
The S&P 500 and Nasdaq closed at record highs Monday, while the Dow slipped 62.67 points to 49,168.04. After-hours, major U.S. indexes edged up less than 0.2%. Nvidia jumped 4% to a new high, topping $5 trillion in value, while Domino’s Pizza fell after forecasting weaker 2026 growth. Investors await Big Tech earnings and a Federal Reserve decision this week.
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