Today: 6 February 2026
Subscribe
Browse Category

AI Industry News 24 January 2026 - 30 January 2026

Nvidia stock price (NVDA) slips as OpenAI funding talks and AI spending nerves set up Feb. 25 earnings

Nvidia stock price (NVDA) slips as OpenAI funding talks and AI spending nerves set up Feb. 25 earnings

New York, Jan 30, 2026, 16:03 (EST) — After-hours Nvidia (NVDA.O) shares slipped on Friday and were down about 0.9% at $190.77 in late trading, after moving between $188.33 and $194.45 during the session. The stock has been sensitive to any hint that the biggest buyers of computing gear are getting pickier. Why it matters now: the chipmaker has become…
30 January 2026
·····
Seagate stock slides after earnings pop as traders weigh AI-storage boom

Seagate stock slides after earnings pop as traders weigh AI-storage boom

New York, Jan 30, 2026, 11:12 EST — Regular session Shares of Seagate Technology Holdings slipped 4.2% to $427.68 in early Friday trading, retreating from gains sparked by the company’s strong quarterly earnings and optimistic guidance. This move is significant as Seagate has turned into a popular pick for the “AI infrastructure” theme — the notion that expanding data centers…
30 January 2026
·······
Arista stock dips as Big Tech AI-spend doubts hit Nasdaq; ANET earnings in focus

Arista stock dips as Big Tech AI-spend doubts hit Nasdaq; ANET earnings in focus

New York, Jan 29, 2026, 15:23 EST — Regular session Arista Networks shares slipped roughly 1% to $148.63 in Thursday’s afternoon session, moving between $145.44 and $151.49 earlier. This shift is crucial now since Arista operates near the heart of the spending cycle at leading cloud and AI data centers, where demand for high-speed Ethernet equipment can fluctuate sharply alongside…
29 January 2026
·····
Innodata stock price jumps as Palantir taps it for AI training-data work

Innodata stock price jumps as Palantir taps it for AI training-data work

New York, Jan 29, 2026, 12:53 (EST) — Regular session underway. Shares of Innodata Inc (INOD.O) surged 13.8%, hitting $63.52 by midday Thursday, following news of a project linked to Palantir Technologies (PLTR.O). The stock peaked at $64.82 earlier, with more than 2.9 million shares changing hands. This development is significant because investors view customer wins in the data-prep layer…
29 January 2026
·····
AMD stock slides as Big Tech’s AI spending boom meets fresh nerves on Wall Street

AMD stock slides as Big Tech’s AI spending boom meets fresh nerves on Wall Street

New York, January 29, 2026, 10:27 (EST) — Regular session Advanced Micro Devices shares slipped 1.6% to $248.59 in Thursday morning trading, retreating from an earlier peak of $260.22. The stock lost $4.15 compared to its previous close. The shift happened as U.S. tech shares took a hit. The Nasdaq dropped roughly 1% early on, dragged lower by Microsoft, which…
29 January 2026
·····
KLA (KLAC) stock price slips as traders brace for earnings after ASML’s AI-order surge

KLA (KLAC) stock price slips as traders brace for earnings after ASML’s AI-order surge

New York, Jan 28, 2026, 13:27 EST — Regular session KLA Corp shares dipped 0.1% to $1,614.56 midday Wednesday, after fluctuating between $1,602.27 and $1,690.00 earlier in the session. The nervous trading matters since investors want a clear signal on chip-equipment demand, and KLA’s results often set the tone for the sector. It’s among the rare stocks seen as a…
28 January 2026
····
ASML’s record 2025 sales can’t stop 1,700 job cuts as AI chip orders surge

ASML’s record 2025 sales can’t stop 1,700 job cuts as AI chip orders surge

VELDHOVEN, January 28, 2026, 09:17 CET ASML said on Wednesday it plans a net reduction of around 1,700 positions, even as the Dutch chipmaking equipment supplier posted record 2025 sales and flagged another growth year ahead. The move matters because ASML sits at the choke point of the advanced chip supply chain. Its machines are needed to make leading-edge chips,…
28 January 2026
····
Nebius stock price jumps nearly 8% as Nvidia-CoreWeave deal steadies AI infrastructure trade

Nebius stock price jumps nearly 8% as Nvidia-CoreWeave deal steadies AI infrastructure trade

NEW YORK, Jan 27, 2026, 14:57 (EST) — Regular session Nebius Group N.V. shares climbed 7.6% to $98.44 by Tuesday afternoon, following a close at $91.46 the day before. The stock swung between $93.35 and $98.75, on roughly 8.2 million shares changing hands. This shift comes as traders gear up for the Federal Reserve’s initial rate decision of 2026, set…
27 January 2026
········
CoreWeave stock jumps on Nvidia’s $2 billion deal as Wall Street braces for a make-or-break week for AI stocks

CoreWeave stock jumps on Nvidia’s $2 billion deal as Wall Street braces for a make-or-break week for AI stocks

New York, January 26, 2026, 13:53 (ET) — Regular session CoreWeave shares jumped roughly 8% Monday following Nvidia’s announcement of a $2 billion investment in the AI-centric cloud provider, injecting new momentum into a trade sensitive to every data-center demand update. Nvidia’s stock slipped about 0.4%, while Microsoft climbed around 1.6%. The deal arrives amid ongoing investor pressure: who’s footing…
26 January 2026
······
Suzhou TFC Optical (300394.SZ) stock slides 5% into weekend as traders eye leverage, AI optics demand

Suzhou TFC Optical (300394.SZ) stock slides 5% into weekend as traders eye leverage, AI optics demand

Shanghai, Jan 25, 2026, 09:53 CST — Market closed. Suzhou TFC Optical Communication Co., Ltd. Class A shares (300394.SZ) closed Friday down 5.4% at 189.16 yuan. The stock remains on watchlists as Monday’s reopen approaches. (AAStocks) The move stood out, defying the broader trend: China’s ChiNext Index, home to many tech-linked stocks, gained 0.63% on Friday. Optical communications shares have…
25 January 2026
····
Applied Digital stock jumps on 430-MW Delta Forge AI campus move — what to watch when trading resumes

Applied Digital stock jumps on 430-MW Delta Forge AI campus move — what to watch when trading resumes

New York, Jan 24, 2026, 05:33 EST — Market closed Applied Digital Corporation shares closed Friday 8.5% higher at $37.69, beating the wider U.S. market. Investors responded positively to the company’s recent update on its data center expansion. This shift is crucial as the AI infrastructure trade has grown cutthroat: investors favor builders who secure both power and clients, while…
24 January 2026
····
Brand Engagement Network stock (BNAI) jumps 255% after hours — Africa AI licensing deal in focus

Brand Engagement Network stock (BNAI) jumps 255% after hours — Africa AI licensing deal in focus

New York, Jan 24, 2026, 04:54 (EST) — Market closed. Brand Engagement Network Inc (BNAI) shares jumped once more late Friday, climbing roughly 255% in after-hours to $58.53 after closing the regular session up 90% at $16.48. The stock saw heavy activity, with 43.66 million shares changing hands during the day—well above its usual volume. Short interest hovered around 29%,…
24 January 2026
·····
1 2 3 4 … 13

Stock Market Today

  • Australian Shares Slide 2% on AI Spending Concerns and Mining Sector Weakness
    February 6, 2026, 2:53 AM EST. The S&P/ASX 200 index fell 2% to 8,708, marking a one-month low amid a broad sell-off linked to anxieties over heavy artificial intelligence (AI) spending. The index dropped 1.8% for the week, its steepest weekly loss since November 2025. Local tech stocks plunged 3.4%, hitting more than two-year lows, pressured by large capital expenditure plans from U.S. tech firms. Key sector leaders Wisetech Global and Technology One each declined about 5%. The mining sector dropped 2.7% as gold miners fell 3.2%, with heavyweight miners BHP and Fortescue down 3.1% and 1.2%, respectively. A proposed merger between Rio Tinto and Glencore was called off after valuation disputes, ending plans for the world's largest mining company.
Go toTop