Drone warfare and related defense spending expanded through 2025, while some listed drone and battery names still trade below analyst price targets. Amprius Technologies and Unusual Machines both reported improving fundamentals and new defense-related opportunities, yet their current share prices imply sizeable upside relative to published forecasts. Both companies remain in focus as investors track growth in military and commercial unmanned systems heading into 2026.

Walmart shares rose 3.46% to $118.49 in premarket trading on January 12, 2026 after revealing a partnership with Google to surface Walmart and Sam's Club products inside the Gemini AI assistant. Announced January 11, 2026 at NRF's Big Show, the integration supports agent-led commerce and a U.S. rollout first, with terms and timelines undisclosed.

D-Wave Quantum said Wednesday it will acquire Quantum Circuits in a $550 million deal, split between $250 million cash and $300 million in QBTS stock. The move adds error-corrected, gate-model capabilities to D-Wave’s annealing portfolio and marks its first acquisition since listing in August 2022. Shares have risen sharply over the past year.

On January 9, 2026, Vistra Corp. (NYSE: VST) jumped 13.28% to $170.59 in premarket trading after Meta agreed to 20-year power purchase agreements. The contracts total 2,609 MW of nuclear capacity across three PJM-region plants, with deliveries starting in late 2026 and additional uprate capacity phased in through 2034.

Paramount Skydance Corporation's PSKY shares climbed 2.69% in premarket trading on January 9, 2026, after the company restated its $30 per share all-cash proposal for Warner Bros. Discovery. The move intensified the bidding contest with Netflix, as Paramount argued its offer delivers higher value and greater certainty, while WBD's board has so far rejected the approach.

Applied Digital shares climbed 6.73% in premarket trading on January 8, 2026, after the company reported fiscal Q2 2026 revenue of $126.59 million, up 98.2% year over year and well above forecasts. The AI data center operator also posted stronger-than-expected earnings and highlighted major hyperscaler lease deals in North Dakota, alongside a planned spin-off of its Cloud business into ChronoScale.

Nvidia, which crossed a $5 trillion market capitalization before easing back to $4.57 trillion, has seen its annual share-price gains slow from 238.87% in 2023 to 38.88% in 2025. At CES 2026, the company unveiled upgrades in gaming, automotive and data center platforms, including the Vera Rubin NVL72 rack-scale AI cluster. These developments suggest Nvidia is shifting from rapid expansion to consolidating structural control over key parts of the AI ecosystem.

On January 6, 2026, Trane Technologies fell 7.59% to $361.30 after Nvidia CEO Jensen Huang said the Vera Rubin platform maintains prior-generation cooling needs despite higher power. The comments sparked concerns over traditional HVAC demand in data centers, weighing on Johnson Controls and Carrier, while liquid-cooling specialists nVent Electric and Vertiv were viewed as potential beneficiaries.

On January 5, 2026, Microchip Technology said fiscal third‑quarter revenue is now expected to be about $1.185 billion, above its prior $1.109–$1.149 billion range. At 7:17:56 AM EST on January 6, the stock traded at $69.80 premarket, up $2.74 or 4.09% from a $67.06 close that had already gained 3.12% during regular hours.