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AI Technology News 13 January 2026 - 18 January 2026

Winbond stock jumps as AI-memory squeeze talk meets Taiwan trading curbs

Winbond stock jumps as AI-memory squeeze talk meets Taiwan trading curbs

Taipei, Jan 18, 2026, 09:21 GMT+8 — Market closed Winbond Electronics Corp shares closed Friday at NT$106.50, up 7.36%, with traders gearing up for potentially choppy trading when Taiwan markets open Monday. The stock hit a high of NT$108.00 during the session, nearing its 52-week peak, according to Investing.com data. (Investing.com) The rally comes as Morgan Stanley turns its focus from compute to memory in artificial intelligence, a major force behind chip stocks heading into 2026. Analyst Shawn Kim noted that “memory sits in a capacity-constrained cycle with unusually long order visibility driven by AI inference,” adding that for 2026,
18 January 2026
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Montage Technology (688008) shares back in play after AI-linked 2025 profit jump forecast

Montage Technology (688008) shares back in play after AI-linked 2025 profit jump forecast

Shanghai, Jan 18, 2026, 08:39 GMT+8 — Market closed Montage Technology Co., Ltd. reported a steep jump in full-year profit in a late-week filing, offering investors new insight into demand for its memory and server connectivity chips just before Monday’s mainland market reopening. This profit alert hits at a crucial moment, right at the start of China’s annual reporting season. Guidance during this period tends to shift valuations sharply — particularly for chip companies seen as stand-ins for AI infrastructure investment. Montage attributed the rise to stronger shipments of its interconnect chips—the crucial hardware that transfers data between components in
18 January 2026
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Sungrow Power Supply (300274.SZ) jumps on AI data-centre power push as China traders brace for new margin rules

Sungrow Power Supply (300274.SZ) jumps on AI data-centre power push as China traders brace for new margin rules

Shanghai, Jan 18, 2026, 08:06 GMT+8 — The market has closed. Sungrow Power Supply Co., Ltd.’s Shenzhen-listed A-shares jumped 3.34% on Friday following news of advancements in its efforts to supply power equipment for AI data centres. The shares closed at 170.99 yuan. (StockAnalysis) The AIDC angle is crucial now as investors scramble for anything tied to artificial intelligence — not just the flashy chips and servers, but also the less glamorous infrastructure like power conversion and backup systems. For Sungrow, this creates a new storyline alongside its main solar and energy-storage businesses. The timing is tense for onshore markets.
18 January 2026
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Nvidia stock price slips after China blocks key H200 AI chip shipments — what investors watch next week

Nvidia stock price slips after China blocks key H200 AI chip shipments — what investors watch next week

New York, January 17, 2026, 17:25 (EST) — The market has closed. Nvidia shares slipped 0.44% to close at $186.23 on Friday following reports that Chinese customs blocked imports of its H200 chip, the company’s second most powerful AI processor. The Financial Times reported that parts suppliers have halted production. Reuters couldn’t immediately confirm the story, and Nvidia didn’t respond to requests for comment. According to the report, Nvidia had anticipated over 1 million orders from Chinese clients, with suppliers gearing up to ship as early as March. (Wall Street Journal) The episode shifts focus back to China, where demand
17 January 2026
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Salesforce stock price slides after insider sale filing as Davos AI debut nears

Salesforce stock price slides after insider sale filing as Davos AI debut nears

New York, Jan 17, 2026, 15:56 EST — Market closed. On Friday, Salesforce shares dropped 2.8%, ending the day at $227.11. The Dow component stumbled ahead of the long weekend. Timing is key. The World Economic Forum’s annual meeting kicks off in Davos on Monday, thrusting corporate AI pitches back into focus as investors seek evidence that “agent” software is shifting from demos to actual spending. (World Economic Forum) U.S. stock markets will be shut on Monday in observance of Martin Luther King Jr. Day, extending the break since Friday’s close. Investors won’t see fresh price action until trading resumes
17 January 2026
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Siemens stock price: Friday dip sets up a big week for SIEGn.DE after AI factory and EU taxonomy updates

Siemens stock price: Friday dip sets up a big week for SIEGn.DE after AI factory and EU taxonomy updates

Frankfurt, Jan 17, 2026, 21:34 CET — The market has closed. Siemens shares ended Friday down 0.23% at 260.25 euros, leaving the German industrial giant without clear direction heading into the weekend. Xetra trading will resume Monday, Jan. 19. (MarketWatch) The slight shift is significant as the coming weeks are loaded with indicators on the industrial cycle — and Siemens stands out as a key proxy for automation, electrification, and rail investment. The company is set to report first-quarter earnings on Feb. 12, a date closely watched after many German cyclicals kicked off 2026 strongly. (Siemens) German shares slipped on
17 January 2026
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SK hynix stock price: Trump’s new AI chip tariff keeps traders on edge into Monday

SK hynix stock price: Trump’s new AI chip tariff keeps traders on edge into Monday

Seoul, Jan 18, 2026, 01:28 KST — The market has closed. SK hynix (000660.KS) shares ended Friday up 0.93%, closing at 756,000 won after swinging between 747,000 and 763,000, according to Investing.com. The stock heads into the next Seoul session under the shadow of a new U.S. tariff action, with no chance to respond until Monday. (Investing.com) The trade angle is crucial now since chip giants have been driving much of South Korea’s market rally. SK hynix stands out as a key player, with foreign investment flows frequently tracking these familiar names. SK hynix is focusing on high-bandwidth memory, or
17 January 2026
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Cipher Mining stock jumps 11% as AI data-center deal fever lifts bitcoin miners — CIFR in focus

Cipher Mining stock jumps 11% as AI data-center deal fever lifts bitcoin miners — CIFR in focus

NEW YORK, Jan 16, 2026, 12:19 PM EST — Regular session Cipher Mining Inc (CIFR) shares jumped on Friday, up 11.4% at $19.52 in midday trading, as investors piled back into bitcoin miners and power-hungry data-center developers. Trading volume topped 26 million shares. The rally matters because miners are trying to sell something steadier than bitcoin rewards: power and space for high-performance computing (HPC) workloads, the server-heavy plumbing behind AI. A single long lease can change how investors model cash flow — and how they price risk. Bitcoin, though, was moving the other way. It was down about 1.8% at
16 January 2026
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IREN stock price jumps nearly 9% as crypto miners rally on AI data-center pivot

IREN stock price jumps nearly 9% as crypto miners rally on AI data-center pivot

New York, Jan 16, 2026, 11:26 EST — Regular session IREN Limited shares jumped 8.6% to $56.35 in late-morning trading on Friday, bouncing between $51.94 and $56.73 earlier. Bitcoin fell 1.7% to roughly $94,897, yet some U.S.-listed crypto miners like Riot Platforms, Marathon Digital, and CleanSpark posted gains. This shift is significant as miners are now being valued more for their data-center power and AI infrastructure capabilities than merely bitcoin prices. Traders have eagerly jumped on stocks that highlight “AI and high-performance computing” capacity, especially appealing to big tech firms facing tight power and space constraints. Riot, a key player
16 January 2026
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Rezolve AI PLC stock price jumps: what’s driving RZLV — and what traders watch next

Rezolve AI PLC stock price jumps: what’s driving RZLV — and what traders watch next

New York, Jan 16, 2026, 07:27 EST — Premarket Rezolve AI plc shares jumped 14% in the prior session and last closed at $4.63, as analysts lifted price targets after the company set out a far larger sales goal for 2026. The move matters because Rezolve is trying to change the way the market models its growth. Management’s latest update points investors to a revenue number for 2026, rather than leaning mainly on subscription-style run-rate metrics that can be harder to compare across software firms. That is landing at a time when investors have been quick to punish lofty forecasts
16 January 2026
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Nebius stock slips after Monday’s 10% pop as AI infrastructure trade turns choppy

Nebius stock slips after Monday’s 10% pop as AI infrastructure trade turns choppy

NEW YORK, Jan 13, 2026, 13:37 ET — Regular session Nebius Group N.V. shares slipped 1.4% on Tuesday, shedding some of Monday’s gains amid a broader pullback in high-growth AI infrastructure stocks. The stock traded last at $105.85, fluctuating between $104.35 and $108.36 throughout the session. The pullback is significant because Nebius now serves as a momentum gauge for demand in graphics processing units (GPUs) — the chips powering AI model training and operation — and signals investor appetite for infrastructure investments. Sharp moves can quickly flip when interest rates, funding expenses, or earnings reports change. U.S. stocks slipped off
13 January 2026
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Nvidia stock in premarket: H200 China payment clarification, Lilly AI lab and TSMC earnings in focus

Nvidia stock in premarket: H200 China payment clarification, Lilly AI lab and TSMC earnings in focus

New York, Jan 13, 2026, 08:38 EST — Premarket Nvidia shares showed little movement in premarket trading Tuesday following the company’s announcement that customers won’t need to pay upfront for its H200 chip, a data-center GPU designed for AI model training and deployment. The stock inched up roughly 0.03% to $184.94. (Reuters) The remark comes amid a market viewing China as a critical factor for Nvidia—not a collapse scenario, but a region where red tape and regulations can delay shipments that would otherwise boost revenue. With Nvidia’s stock often driven by the next quarter’s supply and demand, even minor hiccups
13 January 2026
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Stock Market Today

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
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