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AI Investments News 19 December 2025 - 16 January 2026

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…
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…
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.…
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…
11 January 2026
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Vertiv (VRT) stock drops 7% as tech traders turn picky on AI data-center plays

Vertiv (VRT) stock drops 7% as tech traders turn picky on AI data-center plays

New York, January 8, 2026, 15:23 ET — Regular session Shares of Vertiv Holdings fell about 7% on Thursday, trading near $159.55 and sliding as low as $158.78 after opening around $171.26. The drop lands in a market that has started to punish expensive AI-adjacent names on bad days and ask harder questions on good ones. “While AI is still…
8 January 2026
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CoreWeave stock falls as Truist starts CRWV at Hold; Nvidia Rubin plan sharpens focus on AI capex

CoreWeave stock falls as Truist starts CRWV at Hold; Nvidia Rubin plan sharpens focus on AI capex

New York, January 6, 2026, 12:24 ET — Regular session CoreWeave shares fell 3.5% to $74.15 in midday trading on Tuesday after Truist Securities initiated coverage of the AI cloud infrastructure provider at “Hold” with an $84 price target, citing the company’s leverage and heavy capital spending needs. The company counts OpenAI, Microsoft, Meta and Google among customers, according to…
6 January 2026
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Amazon stock today: AMZN slips as 2026 kicks off, with AI spending and Fed bets in focus

Amazon stock today: AMZN slips as 2026 kicks off, with AI spending and Fed bets in focus

NEW YORK, January 2, 2026, 09:41 ET — Regular session Amazon.com, Inc. shares (AMZN) fell 0.7% to $230.82 in early trading on Friday. The stock is one of the “Magnificent Seven” — a group of the biggest U.S. tech-related companies — that helped drive a third straight year of double-digit gains for the broader market in 2025 on AI optimism…
2 January 2026
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Oracle Stock (NYSE: ORCL) Heads Into Year-End With AI Capex in Focus: Latest Price, News, Forecasts, and What to Watch Before Monday’s Open

Oracle Stock (NYSE: ORCL) Heads Into Year-End With AI Capex in Focus: Latest Price, News, Forecasts, and What to Watch Before Monday’s Open

Oracle Corporation (NYSE: ORCL) is closing out the week at the center of a renewed Wall Street debate: is the company’s AI-and-cloud infrastructure spending spree the setup for a multi-year growth surge—or a near-term margin and balance-sheet stress test that will keep the stock volatile into 2026? As of 7:29 p.m. ET on Friday, Dec. 26, 2025, U.S. stock exchanges…
27 December 2025
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GOOG Stock Update: Alphabet Class C Shares in Focus After the $4.75B Intersect Deal, AI Spending Surge, and Antitrust Headlines

GOOG Stock Update: Alphabet Class C Shares in Focus After the $4.75B Intersect Deal, AI Spending Surge, and Antitrust Headlines

As of 7:39 p.m. ET in New York on Friday, December 26, 2025, Alphabet Inc.’s Class C shares (NASDAQ: GOOG) were trading around $314.96, little changed from the prior close after a quiet, post-Christmas session on Wall Street. That timing matters: the regular U.S. cash session is over, and trading conditions into year-end can be unusually thin—an environment where headline…
27 December 2025
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Data Center Stocks in 2025: AI Capex Forecasts, Power Constraints, and the 2026 Outlook (Dec. 25, 2025)

Data Center Stocks in 2025: AI Capex Forecasts, Power Constraints, and the 2026 Outlook (Dec. 25, 2025)

U.S. markets are closed today for Christmas Day, after an early close on December 24—giving investors a moment to digest a surge of late-December headlines that are reshaping the “data center stocks” trade. New York Stock Exchange The story going into 2026 is no longer just “AI needs more servers.” It’s a tighter, more complex investment narrative: hyperscalers and AI…
25 December 2025
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Software and Platform Stocks Week Ahead: AI Spending Scrutiny, Cloud Security Mega-Deals, and Holiday-Shortened Trading (Dec. 22–26, 2025)

Software and Platform Stocks Week Ahead: AI Spending Scrutiny, Cloud Security Mega-Deals, and Holiday-Shortened Trading (Dec. 22–26, 2025)

Dec. 21, 2025 — Software and platform stocks head into the Christmas week balancing two powerful forces: a thinner, holiday-shortened market that can amplify price swings, and a still-evolving narrative around the AI buildout—specifically, when massive infrastructure spending turns into measurable profits. By Friday’s close, investors were once again talking about a potential “Santa Claus rally,” but the setup feels…
21 December 2025
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Applied Materials Stock News and Forecast (AMAT) on Dec. 19, 2025: Analyst Targets Rise, AI Capex Outlook Strengthens, and China Remains the Swing Factor

Applied Materials Stock News and Forecast (AMAT) on Dec. 19, 2025: Analyst Targets Rise, AI Capex Outlook Strengthens, and China Remains the Swing Factor

Applied Materials, Inc. (NASDAQ: AMAT) is closing out the week of December 19, 2025 with Wall Street firmly focused on a familiar mix of forces: AI-driven semiconductor capital spending, a growing advanced packaging opportunity, and the continuing uncertainty around U.S.-China export controls. While the stock has pulled back from its early-December peak, the broader “AI infrastructure buildout” narrative is still…
19 December 2025
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Stock Market Today

  • Iron Mountain (IRM) Shows Undervaluation Amid Recent Share Weakness
    January 27, 2026, 2:40 AM EST. Iron Mountain's (IRM) shares closed at $93.84, down 6.5% over the past year but up 14.5% in the last 30 days. The data center and information management REIT combines physical storage with digital infrastructure, affecting its risk profile. A Discounted Cash Flow (DCF) analysis estimates its intrinsic value at $214.28 per share, indicating the stock is undervalued by about 56%. This model projects free cash flows rising to $3.18 billion by 2030. Despite recent price declines, Iron Mountain's valuation metrics suggest potential investment opportunities. Investors should consider these factors alongside market risks typical for REITs focused on digital and physical storage.
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