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AI Industry News 3 January 2026 - 14 January 2026

Lumentum stock slides late Wednesday as tech selloff hits “AI optics” names ahead of earnings

Lumentum stock slides late Wednesday as tech selloff hits “AI optics” names ahead of earnings

New York, January 14, 2026, 15:44 EST — Regular session Lumentum Holdings Inc shares dropped 8.6% to $330.40 in late trading Wednesday, slipping further after hitting $363 earlier in the day. The optical components maker continues to see volatile moves. The selloff is significant since Lumentum serves as a high-beta proxy for data-center expansions, with its shares often swinging wildly…
14 January 2026
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AMD stock jumps on KeyBanc upgrade as AI server demand tightens supply

AMD stock jumps on KeyBanc upgrade as AI server demand tightens supply

NEW YORK, Jan 13, 2026, 14:02 EST — Regular session Shares of Advanced Micro Devices climbed roughly 6.4%, hitting $220.88 by early Tuesday afternoon, pushing AI-related chip stocks upward. The jump came after KeyBanc Capital Markets bumped AMD and Intel to “overweight,” a shift timed with investors trading the AI theme based on subtle shifts in demand cues. (Reuters) Why…
13 January 2026
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Tempus AI stock pops 12% premarket after $1.1 billion contracts update — what traders watch next

Tempus AI stock pops 12% premarket after $1.1 billion contracts update — what traders watch next

New York, Jan 12, 2026, 07:52 EST — Premarket Tempus AI shares climbed roughly 12%, reaching $74.34 in Monday’s premarket session. (Investing) The bid emerged amid a volatile morning for growth stocks, with Nasdaq 100 futures slipping close to 1% as investors digested fresh doubts over the Federal Reserve’s independence and prepared for earnings season to begin. (Reuters) Tempus projected…
12 January 2026
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Nvidia’s China upfront-payment demand puts AI stocks in focus ahead of U.S. payrolls

Nvidia’s China upfront-payment demand puts AI stocks in focus ahead of U.S. payrolls

New York, January 8, 2026, 06:41 (EST) — Premarket Nvidia shares rose about 1% to $189.11 in premarket trade on Thursday after sources said the chipmaker is demanding full upfront payment from Chinese buyers of its H200 artificial-intelligence chips. The terms leave customers no option to cancel or ask for refunds once an order is placed, the people said. Reuters…
8 January 2026
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Applied Digital stock: APLD jumps after-hours on revenue beat, $5B AI lease and fresh funding

Applied Digital stock: APLD jumps after-hours on revenue beat, $5B AI lease and fresh funding

New York, January 8, 2026, 04:51 EST — Premarket Applied Digital shares rose about 7% in after-hours trading on Wednesday after the data-center operator posted quarterly revenue above Wall Street estimates on demand for facilities used to run artificial-intelligence workloads. The stock last closed down about 2% at $29.56. Reuters The timing matters. Big cloud firms are chasing power and…
8 January 2026
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Oracle stock slips after UBS says junk-rating fears look overdone as AI debt grows

Oracle stock slips after UBS says junk-rating fears look overdone as AI debt grows

New York, January 7, 2026, 17:38 EST — After-hours Oracle (ORCL.N) shares edged lower in after-hours trading on Wednesday as investors weighed a UBS view that the software maker is unlikely to be cut to junk credit status despite a big debt load tied to its AI data-center buildout. The stock was down about 0.5% at $192.84. The comments matter…
7 January 2026
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Nvidia stock slips premarket as China H200 orders and jobs data loom for AI stocks

Nvidia stock slips premarket as China H200 orders and jobs data loom for AI stocks

New York, January 7, 2026, 07:10 EST — Premarket Nvidia (NVDA.O) was down about 0.5% in premarket trading at $187.24 on Wednesday after CEO Jensen Huang said investors should watch for purchase orders — not a formal Chinese announcement — to gauge whether local customers can import the company’s H200 data-center chips used to run and train AI models. Reuters…
7 January 2026
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Nebius Group (NBIS) stock jumps after Nvidia Rubin NVL72 plan — what investors watch next

Nebius Group (NBIS) stock jumps after Nvidia Rubin NVL72 plan — what investors watch next

NEW YORK, January 6, 2026, 18:54 EST — After-hours Nebius Group N.V. shares climbed about 8% in after-hours trading on Tuesday, extending a strong day for the AI infrastructure provider after it said it would offer NVIDIA’s next-generation Vera Rubin NVL72 platform in the United States and Europe from the second half of 2026. The move matters for investors because…
7 January 2026
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AMD stock slips in premarket as CES AI-chip push puts OpenAI ramp in spotlight

AMD stock slips in premarket as CES AI-chip push puts OpenAI ramp in spotlight

New York, Jan 6, 2026, 06:28 EST — Premarket Advanced Micro Devices shares were down about 1.1% in premarket trading on Tuesday, after the chipmaker used the CES trade show to showcase new Instinct processors and preview its next generation of AI chips. Reuters The timing matters because the market’s attention has shifted from AI excitement to execution: who can…
6 January 2026
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Nvidia stock slips ahead of CES 2026 keynote as Foxconn AI sales jump and Dalio flags bubble risk

Nvidia stock slips ahead of CES 2026 keynote as Foxconn AI sales jump and Dalio flags bubble risk

NEW YORK, Jan 5, 2026, 13:54 EST — Regular session Nvidia shares were down 0.5% on Monday as investors waited for CEO Jensen Huang to headline a CES press conference in Las Vegas at 4 p.m. ET, according to the conference schedule. The chipmaker has faced tougher questions from rivals and even large customers building their own artificial intelligence chips.…
5 January 2026
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Adobe stock slips premarket after Jefferies downgrade flags tougher AI fight

Adobe stock slips premarket after Jefferies downgrade flags tougher AI fight

NEW YORK, Jan 5, 2026, 06:11 ET — Premarket Shares of Adobe Inc (ADBE.O) fell about 0.8% to $330.6 in premarket trading on Monday after Jefferies downgraded the Photoshop maker to Hold from Buy and cut its price target to $400 from $500. The stock closed on Friday down 4.8%. StockAnalysis The call lands as Wall Street starts the year…
5 January 2026
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Palantir stock tumbles 5.6% to start 2026 as pricey AI names face a reality check

Palantir stock tumbles 5.6% to start 2026 as pricey AI names face a reality check

NEW YORK, Jan 3, 2026, 09:33 ET — Market closed Palantir Technologies Inc. shares fell 5.6% on Friday to close at $167.86, ending the first U.S. trading session of 2026 with a sharp pullback in one of the market’s most closely watched AI-linked software names. The slide mattered because it landed as investors rotated toward AI “infrastructure” winners such as…
3 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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