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AI Investments News 11 January 2026 - 7 February 2026

Microsoft stock price edges up after Thursday rout, but AI capex worries hang over MSFT

Microsoft stock price edges up after Thursday rout, but AI capex worries hang over MSFT

Microsoft shares rose 0.9% to $397.21 early Friday after a 5% drop the previous day, rebounding amid heavy selling in software stocks. Stifel downgraded Microsoft to “Hold,” slashing its price target to $392 and warning of margin pressures from soaring AI and cloud spending. Investors remain wary as tech giants project over $600 billion in AI projects this year. Microsoft’s recent record AI expenses and slowing cloud growth have fueled volatility.
6 February 2026
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US Stock Market Forecast 2026: AI Spending Shock Keeps S&P 500, Nasdaq on Edge Before Key Data

US Stock Market Forecast 2026: AI Spending Shock Keeps S&P 500, Nasdaq on Edge Before Key Data

Amazon shares fell 7.2% premarket after projecting over 50% higher 2026 capital spending, unsettling investors. U.S. stock futures rose, with S&P 500 e-minis up 0.66% and Nasdaq 100 e-minis up 0.83% after Thursday’s tech-led selloff. The S&P 500 closed down 1.2% at 6,798.40; the Nasdaq lost 1.6%. Investors await delayed U.S. jobs and inflation data next week.
6 February 2026
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GOOG stock whipsaws after Alphabet flags up to $185 billion in AI capex

GOOG stock whipsaws after Alphabet flags up to $185 billion in AI capex

Alphabet Class C shares fell 0.8% to $330.53 in after-hours trading Thursday after the company announced plans to nearly double capital spending to as much as $185 billion in 2026, focusing on data centers and AI. Revenue for the December quarter rose 18% to $113.8 billion, with Google Cloud up 48%. CEO Sundar Pichai cited AI as key to growth. The company declared a $0.21 dividend, payable March 16.
5 February 2026
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Alphabet stock slides in premarket after Google flags $185 billion AI spending plan

Alphabet stock slides in premarket after Google flags $185 billion AI spending plan

Alphabet shares fell 1.9% in premarket trading Thursday after the company projected 2026 capital spending of $175–185 billion, far above prior years. Fourth-quarter revenue rose 18% to $113.8 billion, with Google Cloud revenue up 48%. Investors remain cautious as U.S. antitrust appeals prolong regulatory uncertainty.
5 February 2026
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Meta Stock Slides Again as Needham Warns of 10%-15% Downside on AI Spending

Meta Stock Slides Again as Needham Warns of 10%-15% Downside on AI Spending

Meta shares fell 3.3% Wednesday, closing near $669 after a 10% drop since Jan. 29. Investors are uneasy over Meta’s plan to boost AI spending, with 2026 capital expenditures projected at up to $135 billion, nearly double 2025 levels. Needham warns margins could shrink and the stock may fall further if growth slows. India’s Supreme Court may reinstate limits on WhatsApp data sharing amid an ongoing antitrust case.
5 February 2026
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Nvidia stock price in focus: CEO says “huge” OpenAI investment planned as NVDA heads into Monday

Nvidia stock price in focus: CEO says “huge” OpenAI investment planned as NVDA heads into Monday

Nvidia shares fell 0.7% to $191.13 Friday, with 179 million shares traded. CEO Jensen Huang said Nvidia will make its largest-ever investment in OpenAI, dismissing reports of tensions. China gave conditional approval for AI startup DeepSeek to buy Nvidia’s H200 chips, sources told Reuters. Wolfe Research raised its Nvidia price target to $275, citing strong demand.
1 February 2026
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Amphenol (APH) stock rebounds after earnings whiplash as Wall Street resets AI-growth bets

Amphenol (APH) stock rebounds after earnings whiplash as Wall Street resets AI-growth bets

Amphenol shares rose 2.5% to $149.58 in after-hours trading Thursday, rebounding after a 12% drop on Wednesday despite beating Wall Street’s quarterly estimates. Trading volume nearly doubled its 50-day average. Analysts raised price targets, focusing on organic growth and the recent $10.5 billion CommScope acquisition. The stock remains about 10% below its 52-week high.
30 January 2026
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Micron stock jumps on $7.8 million insider buy as big banks lift AI-memory targets

Micron stock jumps on $7.8 million insider buy as big banks lift AI-memory targets

New York, Jan 16, 2026, 09:55 EST Micron Technology shares rose more than 6% in premarket trading on Friday after a company director disclosed buying about $7.8 million of stock this week. The move came as Barclays, Wells Fargo and Citi lifted their price targets on the memory-chip maker. (TipRanks) The run-up underscores how quickly money has been flowing back into memory stocks, long seen as cyclical bets, on expectations that artificial-intelligence servers will keep soaking up chips. Micron and SanDisk, along with Western Digital and Seagate Technology, were among the gainers, as investors bet higher prices for DRAM —
16 January 2026
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AlphaTON Capital (ATON) stock rips after-hours on $46 million Nvidia B300 AI deal — what to watch next

AlphaTON Capital (ATON) stock rips after-hours on $46 million Nvidia B300 AI deal — what to watch next

New York, January 13, 2026, 03:54 AM ET — The market has closed. Shares of AlphaTON Capital Corp jumped sharply in after-hours trading Monday following confirmation of a $46 million AI compute infrastructure deal. The Nasdaq-listed stock closed the regular session up 1.0% at $0.91 but then rocketed to $2.61 post-close, soaring 186.8%, according to stockanalysis.com data. (StockAnalysis) This shift is significant given the company’s size and the scale of the deal. Heading into Tuesday, traders will zero in on whether AlphaTON can cover the outstanding equity payments and turn the hardware from a contract obligation into a functioning, revenue-producing
13 January 2026
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IREN stock jumps nearly 9% today as Bernstein tags Nasdaq’s IREN a ‘top AI pick’

IREN stock jumps nearly 9% today as Bernstein tags Nasdaq’s IREN a ‘top AI pick’

New York, Jan 12, 2026, 12:30 EST — Regular session IREN Limited shares jumped roughly 9% to $50.05 by midday Monday, hitting an intraday peak of $50.84. The Nasdaq-listed stock gained $4.02 from Friday’s close, with around 29.2 million shares changing hands. The move is significant because IREN has quickly turned into a crowded bet straddling crypto and artificial intelligence. Investors see it as part bitcoin miner, part power-intensive data center, a combo that reacts sharply to shifts in rates and tech budgets. Bitcoin climbed roughly 0.8% on the day, while U.S.-listed miners saw more modest gains. Marathon Digital jumped
12 January 2026
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IREN stock: what to watch before Monday after Bernstein tags it “top AI pick”

IREN stock: what to watch before Monday after Bernstein tags it “top AI pick”

New York, Jan 10, 2026, 19:31 EST — Market closed IREN Limited shares ended Friday up 0.7% at $46.03 after a volatile session. Traders are heading into Monday buoyed by a bullish note from Bernstein. Analyst Gautam Chhugani called IREN “our top AI pick” for 2026 and advised investors to “start 2026 by buying stocks on the dip,” also suggesting bitcoin has “bottomed,” according to TipRanks. (TipRanks) Why it matters now: IREN is a high-beta stock, often moving in step with crypto sentiment and the AI infrastructure sector, so it reacts sharply to changes in rate expectations. The next major
11 January 2026
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:11 AM EST CleanSpark (CLSK) Shares Show Volatility Amid Bitcoin Mining Growth Prospects February 7, 2026, 12:02 AM EST. CleanSpark (CLSK), a bitcoin mining firm, saw a sharp 21.96% rise in one day after a 35.26% decline over 90 days. The company posted $785 million in annual revenue but a net loss of $267 million. Despite recent share price volatility, analysts estimate a fair value of $23.16 per share, more than double the current $10.08 price, reflecting expectations of expansion in mining capacity and improved margins. The valuation
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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