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AI Industry News 14 January 2026 - 23 January 2026

Intel stock sinks 17% as weak forecast reignites worries over AI chip supply crunch

Intel stock sinks 17% as weak forecast reignites worries over AI chip supply crunch

New York, Jan 23, 2026, 16:12 EST — After-hours Intel shares plunged about 17% on Friday, closing at $45.11. The drop came after a bleak quarterly outlook and fresh signs that supply chain issues are still dragging on. The drop ended a strong January streak that had pushed Intel up roughly 47% this month, following an 84% surge in 2025.…
23 January 2026
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Maase stock jumps on Huazhi AI acquisition plan — what MAAS investors watch next

Maase stock jumps on Huazhi AI acquisition plan — what MAAS investors watch next

New York, January 23, 2026, 15:24 EST — Regular session Shares of Maase Inc jumped 7.8% to $6.05 by 3:18 p.m. EST Friday after unveiling its acquisition of Times Good Limited, bringing China’s Huazhi Group into its fold. The Nasdaq-listed stock earlier hit $6.95, hitting a 52-week high and pushing Maase’s market cap close to $2.15 billion. (StockAnalysis) This change…
23 January 2026
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Intel stock price plunges premarket after weak outlook flags AI server chip supply squeeze

Intel stock price plunges premarket after weak outlook flags AI server chip supply squeeze

New York, Jan 23, 2026, 09:10 EST — Premarket Intel Corp shares dropped nearly 12% in premarket trading Friday, after the chipmaker’s forecast missed estimates and it warned of supply bottlenecks hindering its recovery. If the decline sticks, Intel would lose roughly $31 billion in market value, wiping out gains from a 47% jump this January and an 84% surge…
23 January 2026
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Intel stock sinks in premarket after weak outlook; AI data-center supply crunch bites

Intel stock sinks in premarket after weak outlook; AI data-center supply crunch bites

New York, Jan 23, 2026, 06:07 (EST) — Premarket Intel (INTC.O) shares tumbled about 12% in premarket trading Friday after the chipmaker’s forecast missed expectations, pulling back from a recent surge. If the decline sticks, Intel would lose roughly $31 billion in market value. Bernstein analysts slammed the outlook, saying the company “woefully misjudged” the server cycle. (Reuters) The warning…
23 January 2026
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Applied Digital (APLD) stock slips after it breaks ground on 430-MW “AI factory” campus

Applied Digital (APLD) stock slips after it breaks ground on 430-MW “AI factory” campus

New York, Jan 22, 2026, 3:03 PM EST — Regular session Shares of Applied Digital dipped Thursday following the announcement that the data center operator has started construction on a new “AI factory” campus. Investors appeared cautious, balancing the potential from customer deals against the heavy expenses and challenges of expanding power-intensive facilities. (Applied Digital Corporation) This announcement is crucial…
22 January 2026
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CoreWeave stock slides as class-action alert and Trump tariff talk jolt AI-linked shares

CoreWeave stock slides as class-action alert and Trump tariff talk jolt AI-linked shares

NEW YORK, Jan 20, 2026, 17:50 ET — After-hours trading session. CoreWeave Inc shares dropped 5.9% to $95.22 by Tuesday’s close and slid further to $94.54 in after-hours trading following the 4 p.m. session. Over the past year, the stock has swung between $33.52 and $187, highlighting the volatile mood around the AI infrastructure sector. (MarketScreener) This matters because CoreWeave…
21 January 2026
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CoreWeave stock (CRWV) drops as tariff jitters and lawsuit chatter pressure AI cloud name

CoreWeave stock (CRWV) drops as tariff jitters and lawsuit chatter pressure AI cloud name

NEW YORK, Jan 20, 2026, 11:13 EST — Regular session Shares of CoreWeave, Inc. (CRWV) dropped 5.6% to $95.59 by late morning on Tuesday, dipping as low as $93.23 earlier in the session. Nvidia slid 2.8%, while Microsoft eased 1.1%, adding strain to the AI supply chain. Markets dipped as they reopened following a U.S. holiday, hit by renewed risk-off…
20 January 2026
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CoreWeave stock jumps in premarket as AI infrastructure names rally — and a lawsuit looms

CoreWeave stock jumps in premarket as AI infrastructure names rally — and a lawsuit looms

NEW YORK, Jan 20, 2026, 08:21 EST CoreWeave’s shares climbed roughly 6% in premarket action Tuesday. At the same time, AI infrastructure peers IREN and Nebius Group saw gains as well. These developments are significant as CoreWeave has emerged as a key indicator for a risk-on segment of the AI market: smaller “GPU cloud” companies that expand data centers and…
20 January 2026
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Suzhou TFC Optical (300394.SZ) drops in early trade as margin traders pull back on China AI optics play

Suzhou TFC Optical (300394.SZ) drops in early trade as margin traders pull back on China AI optics play

SHANGHAI, Jan 20, 2026, 09:54 (GMT+8) — Regular session Shares of Suzhou TFC Optical Communication Co., Ltd. (300394.SZ) fell 2.7% to 188.02 yuan by 09:54 a.m., after sliding to an intraday low of 187.28. Turnover was about 1.34 billion yuan, with the Shenzhen benchmark down 0.5% and Shanghai’s composite up 0.3%; the stock was trading on about 78 times earnings.…
20 January 2026
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Cambricon Technologies stock: what to watch before Shanghai opens after Hurun AI Top 50 spotlight

Cambricon Technologies stock: what to watch before Shanghai opens after Hurun AI Top 50 spotlight

Shanghai, January 20, 2026, 08:24 CST — Premarket Cambricon Technologies Corp Ltd’s Class A shares (688256.SS) listed in Shanghai are drawing attention ahead of Tuesday’s session, following another prominent corporate-value ranking that spotlighted China’s AI chipmakers. Shares closed Monday at 1,419.66 yuan, slipping 0.31%, on roughly 6.9 million shares traded, according to MarketScreener’s end-of-day data. (MarketScreener) Timing is crucial. AI-linked…
20 January 2026
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AMD stock price rises early as TSMC outlook lifts chipmakers, with tariffs hanging over AI chips

AMD stock price rises early as TSMC outlook lifts chipmakers, with tariffs hanging over AI chips

New York, January 16, 2026, 09:33 ET — Regular session Advanced Micro Devices (AMD) shares climbed about 2% to $227.92 in early Friday trading, lifted by strength in the semiconductor sector. The rally came after contract chipmaker TSMC reported a record quarterly profit and forecasted a nearly 30% jump in 2026 revenue, backed by a hefty $52 billion to $56…
16 January 2026
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Micron stock slips as rival SK Hynix’s $13 bln AI memory push stirs supply nerves

Micron stock slips as rival SK Hynix’s $13 bln AI memory push stirs supply nerves

New York, January 14, 2026, 16:21 ET — After-hours Micron Technology (MU.O) shares dropped 1.4% on Wednesday, slipping to $333.37. The dip followed a strong rally as investors digested new supply plans announced by a major competitor in the AI memory sector. The timing is tricky for the stock. Retail investors have been piling into memory and storage companies, betting…
14 January 2026
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Stock Market Today

  • XPO Stock Surges 40% Amid Manufacturing Rebound and Strong Q4 Results
    February 6, 2026, 1:31 AM EST. XPO Logistics, a leading less-than-truckload carrier, has gained nearly 40% year-to-date, driven by a recent manufacturing rebound and robust Q4 performance. The company posted a 5% revenue increase to $2.01 billion, surpassing estimates, and improved margins through better service metrics and reduced outsourced linehaul miles. Strong manufacturing data from the Institute of Supply Management, showing expansion for the first time in over two years, boosted investor confidence. Approximately two-thirds of XPO's shipments involve industrial goods, making it sensitive to manufacturing trends. With volumes currently flat despite winter storms and potential capacity constraints in the LTL industry following Yellow bankruptcy, XPO could see further price and profit gains if industrial demand normalizes, according to Chief Strategy Officer Ali Faghri.
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