Today: 21 January 2026
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AI News 2 January 2026 - 15 January 2026

Intel stock hits $49.78 52-week high as KeyBanc flags “sold out” AI server chips

Intel stock hits $49.78 52-week high as KeyBanc flags “sold out” AI server chips

New York, January 15, 2026, 10:59 EST Intel’s stock climbed to a 52-week peak of $49.78 on Thursday, pushing the chipmaker deeper into the spotlight of the AI sector. Investing This shift is crucial now since the AI expansion isn’t only about flashy accelerators. Data centers still rely heavily on central processing units (CPUs) and memory, where limited supply can…
15 January 2026
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AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

NEW YORK, Jan 15, 2026, 10:15 ET — Regular session Shares of Nvidia and Advanced Micro Devices surged Thursday, fueling gains across AI-focused chip stocks following Taiwan Semiconductor Manufacturing Co’s strong profit report and boosted investment outlook. By 10:15 a.m. ET, Nvidia had climbed 2.8%, while AMD jumped 5.5%. U.S.-listed TSMC shares rose 6.3%, ASML gained 6.2%, and Broadcom added…
15 January 2026
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TSMC Q4 earnings beat forecasts on AI demand — the numbers driving TSM stock

TSMC Q4 earnings beat forecasts on AI demand — the numbers driving TSM stock

TAIPEI, Jan 15, 2026, 14:23 (GMT+8) Taiwan Semiconductor Manufacturing Co reported a record profit for the fourth quarter on Thursday, driven by strong demand for AI chips. The company’s net profit soared 35% year-on-year to T$505.7 billion ($16.01 billion), surpassing analyst expectations. Reuters This result is significant since TSMC is at the heart of the AI boom, providing cutting-edge chips…
15 January 2026
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Nebius (NBIS) stock slides 3% as tech weakens; investors eye next AI-cloud catalysts

Nebius (NBIS) stock slides 3% as tech weakens; investors eye next AI-cloud catalysts

New York, Jan 14, 2026, 15:37 (EST) — Regular session Nebius Group N.V. shares dropped roughly 3.3% Wednesday afternoon, extending losses following two volatile sessions. The stock slipped $3.48 to $101.95, with intraday trading ranging from $99.39 to $106.37. This shift is crucial because AI-linked stocks have become a daily referendum on data-center spending and who stands to benefit. According…
14 January 2026
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Oracle stock slips in regular trade despite Goldman buy call as AI buildout stays in focus

Oracle stock slips in regular trade despite Goldman buy call as AI buildout stays in focus

New York, Jan 13, 2026, 10:51 EST — Regular session Oracle shares dipped Tuesday despite a bullish shift from Goldman Sachs. Investors remained focused on the short-term strain from the company’s ongoing data-center investments. Oracle shares slipped 1.3% to $202.10 in early trading. This matters because Oracle is now a key test of whether the race to expand AI computing…
13 January 2026
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Nebius stock jumps nearly 10% in regular trading as AI-cloud names catch a bid

Nebius stock jumps nearly 10% in regular trading as AI-cloud names catch a bid

New York, Jan 12, 2026, 15:05 ET — Regular session Nebius Group N.V. shares surged close to 10% Monday afternoon, riding the tailwind from a tech sector rally as investors shifted focus back to AI infrastructure names. This shift is significant since Nebius remains a modest public player in the market for premium graphics chips and data centers—the backbone supporting…
12 January 2026
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China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

BEIJING, Jan 8, 2026, 01:47 (GMT+8) Chinese authorities have told some tech firms to stop placing new orders for Nvidia’s H200 artificial-intelligence chips this week, the Information reported, as Beijing weighs whether to let the processors into the country. The move appears aimed at stopping companies from rushing to stockpile U.S. chips before officials settle on rules, and could be…
7 January 2026
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Nvidia rolls out Rubin chips and Alpamayo AI models for autonomous vehicles — what it just announced at CES

Nvidia rolls out Rubin chips and Alpamayo AI models for autonomous vehicles — what it just announced at CES

LAS VEGAS, Jan 7, 2026, 04:55 (PST) Nvidia said its next-generation Vera Rubin chips are in full production and introduced Alpamayo, software it says can help self-driving cars pick a path and leave a paper trail for engineers, as CEO Jensen Huang opened the Consumer Electronics Show (CES) in Las Vegas. “Not only do we open-source the models, we also…
7 January 2026
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AI ETFs before the bell: Nvidia CES chip push lifts funds as bubble warnings linger

AI ETFs before the bell: Nvidia CES chip push lifts funds as bubble warnings linger

NEW YORK, Jan 6, 2026, 06:40 EST — Premarket AI-focused exchange-traded funds (ETFs) — baskets of stocks that trade like a single share — were mostly higher in U.S. premarket trading on Tuesday after Nvidia laid out fresh details on its next-generation AI chips at the CES tech show in Las Vegas. Roundhill’s Generative AI & Technology ETF (CHAT) rose…
6 January 2026
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Jabil stock slides on Hanley Energy buy: what the $725 million AI data center deal means for JBL

Jabil stock slides on Hanley Energy buy: what the $725 million AI data center deal means for JBL

New York, January 5, 2026, 14:54 EST — Regular session Shares of Jabil Inc fell about 7% on Monday after the electronics manufacturing services provider said it had completed its purchase of data center power specialist Hanley Energy Group. The stock was down 7.3% at $222.90, after swinging between $248.88 and $222.86. Business Wire The move matters because investors have…
5 January 2026
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AI stocks today: Baidu jumps on Kunlunxin IPO filing; Nvidia, AMD gain while Microsoft slips

AI stocks today: Baidu jumps on Kunlunxin IPO filing; Nvidia, AMD gain while Microsoft slips

NEW YORK, Jan 2, 2026, 13:58 ET — Regular session Baidu jumped on Friday after the Chinese search giant said its artificial-intelligence chip unit Kunlunxin had confidentially filed for a Hong Kong listing on Jan. 1, paving the way for a spinoff and separate listing. By 1:40 p.m. ET, Baidu was up 14.2% and Alibaba rose 6.2%. Baidu said the…
2 January 2026
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Stock Market Today

  • Microsoft's Share Price Target Shifts on Updated Fair Value Assumptions
    January 21, 2026, 2:40 PM EST. Microsoft's updated price target reflects revised analyst models incorporating fresh assumptions on growth, costs, and risk. The change underscores that fair value is an estimate, not fixed, shaped by factors like product updates and market demand. Analysts differ in valuation methods and time horizons, causing variance in price targets. Tracking these shifts helps investors understand evolving market sentiment beyond headline figures. Simply Wall St's platform offers tools for investors to connect financial forecasts with narratives, enabling ongoing reassessment of Microsoft's valuation and share price alignment amid new information and earnings reports.
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