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AI Trends News 8 January 2026 - 15 January 2026

AMD stock rises as TSMC outlook lifts chips, even as Trump’s AI-tariff clouds the next trade

AMD stock rises as TSMC outlook lifts chips, even as Trump’s AI-tariff clouds the next trade

NEW YORK, Jan 15, 2026, 16:09 ET — After-hours Advanced Micro Devices (NASDAQ: AMD) climbed 1.9% on Thursday, fueled by a late-session rally sparked by renewed optimism over chip demand. Shares of AMD last stood at $227.76, after reaching an intraday peak of $238.33, with roughly 50 million shares traded. Nvidia advanced 2.1%, while Intel slipped 0.9%. This matters as investors weigh two opposing factors: robust signals from the AI hardware supply chain and new U.S. trade restrictions targeting top-tier processors. AMD finds itself caught in the crossfire, offering data-center CPUs and AI accelerators but depending on overseas manufacturing. This
15 January 2026
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Why Western Digital stock is up today: WDC jumps 5% as the AI storage trade grips markets again

Why Western Digital stock is up today: WDC jumps 5% as the AI storage trade grips markets again

New York, January 15, 2026, 14:49 EST — Regular session Western Digital shares rose 5.2% to $226.25 Thursday afternoon, pushing higher after a strong January rally for data storage stocks. The stock hit an intraday high of $230.40 earlier in the session. The jump is significant as Western Digital now serves as a quick barometer for the AI build-out, where storage needs can surge rapidly with data center compute expansions. Traders are betting that tight supply in segments of the memory-and-storage market will keep prices strong through 2026. Retail investors have played a key role in the rally. According to
15 January 2026
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Western Digital stock closes higher as retail traders chase AI storage names into next session

Western Digital stock closes higher as retail traders chase AI storage names into next session

New York, January 14, 2026, 20:47 EST — The market has closed. Western Digital Corp shares ended Wednesday around 0.5% higher, finishing at $215.00, outperforming much of the tech-heavy Nasdaq. (StockAnalysis) The stock has returned to the retail spotlight, which is significant since small investors can turn minor news into major price moves, particularly with momentum stocks. For Western Digital, the key issue is whether ongoing AI expansion will sustain strong demand for storage, keeping prices firm for both hard drives and flash memory. U.S. stocks closed down Wednesday, with the Nasdaq falling 1% as tech shares dipped and bank
15 January 2026
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Intel stock steadies after KeyBanc upgrade sparks AI-server demand debate

Intel stock steadies after KeyBanc upgrade sparks AI-server demand debate

New York, January 14, 2026, 10:28 AM EST — Regular session Intel shares climbed 1.4% to $47.94 on Wednesday, retreating slightly from an earlier surge but holding steady after a big jump the previous day. So far, the stock has fluctuated between $47.56 and $49.41 during the session. KeyBanc upgraded Intel to “overweight,” signaling the firm expects it to outperform peers, citing stronger-than-anticipated demand for server CPUs—the chips powering data centers. The broker also raised Advanced Micro Devices, noting that both companies seem “largely sold out” of their expected 2026 capacity and could boost prices by 10% to 15%. (Investopedia)
14 January 2026
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EVTV stock jumps again as Envirotech Vehicles rides AZIO AI’s $107 million GPU order headline

EVTV stock jumps again as Envirotech Vehicles rides AZIO AI’s $107 million GPU order headline

NEW YORK, Jan 13, 2026, 13:06 EST — Regular session Envirotech Vehicles, Inc (EVTV.O) saw its shares surge roughly 84% to $4.61 on Tuesday, pushing a two-day rally that has made the small U.S.-listed stock a momentum play. During the session, shares fluctuated from $2.62 up to $4.75. (Google) The significance lies in EVTV’s modest market cap—around $22 million—being linked to a far bigger revenue number. That discrepancy alone can draw quick capital, despite sparse details and delayed timelines. AZIO AI, the company Envirotech Vehicles is looking to acquire, announced Monday it secured a binding purchase order for 256 Nvidia
13 January 2026
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SanDisk (SNDK) stock slips in early trade as AI-storage rally cools; earnings ahead

SanDisk (SNDK) stock slips in early trade as AI-storage rally cools; earnings ahead

New York, Jan 13, 2026, 10:41 EST — Regular session Shares of Sandisk Corp slipped Tuesday, trimming part of the hefty rally seen earlier this month amid a reevaluation of the crowded data-center trade. In morning trading, the stock dropped 1.2% to $384.53. The pullback is significant since Sandisk has become a high-beta stand-in for the “more storage for AI” trend, with sharp moves up and down. Following a rapid surge, even minor changes in risk appetite can trigger noticeable swings in the stock. (Barchart.com) All eyes turn to Sandisk’s fiscal second-quarter earnings due Jan. 29. Investors will be watching
13 January 2026
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Sandisk stock price today: SNDK rises after hours as AI memory squeeze puts Jan. 29 earnings in focus

Sandisk stock price today: SNDK rises after hours as AI memory squeeze puts Jan. 29 earnings in focus

NEW YORK, Jan 12, 2026, 17:21 EST — After-hours Sandisk Corp shares climbed 3.1% to $389.27 in after-hours trading Monday, swinging between $358.00 and $394.94 earlier in the session. Roughly 14.5 million shares changed hands. The stock has jumped roughly 64% since the close of 2025, positioning itself as a go-to for investors aiming to capitalize on the recent surge in memory and storage demand—without going after the mega-cap chip giants. (Investing.com Canada) The pitch is straightforward and it’s fueling flows right now: AI data centers are burning through memory and storage parts, while suppliers remain wary about ramping up
12 January 2026
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Microsoft stock slips after the bell as Goldman flags “compounding AI cycles” ahead of earnings

Microsoft stock slips after the bell as Goldman flags “compounding AI cycles” ahead of earnings

New York, Jan 12, 2026, 16:21 EST — After-hours Microsoft Corp shares (MSFT) slipped about 0.4% after Monday’s close, landing at $477.22, with intraday moves ranging from $474.45 to $480.88. Goldman Sachs analyst Gabriela Borges resumed coverage, assigning a Buy rating and lifting her 12-month price target to $655 from $630. She noted Microsoft stands out among megacaps to capitalize on “compounding AI product cycles.” The company’s market cap sits near $3.85 trillion. (Finviz) The analyst moves came amid a market still uneasy over interest rates, as investors focused on Tuesday’s U.S. consumer price index (CPI) report—a crucial inflation measure
12 January 2026
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Seagate stock tumbles nearly 8% as AI-storage trade cools ahead of payrolls

Seagate stock tumbles nearly 8% as AI-storage trade cools ahead of payrolls

New York, January 8, 2026, 20:49 EST — Market closed Seagate Technology Holdings plc shares fell 7.7% to close at $284.47 on Thursday, giving back more of this week’s sharp run-up in the data-storage group. Yahoo Finance The drop came as investors stepped away from “AI-linked” memory and storage winners after a strong start to the year. SanDisk fell 5.4% and Western Digital dropped 6.1% as the broader Nasdaq slipped and the S&P 500’s tech index lagged. Reuters Macro nerves were in the mix. Weekly jobless claims rose to 208,000 and economists in a Reuters poll expect December nonfarm payrolls
9 January 2026
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Western Digital stock drops again as AI-storage rally unwinds — what traders watch next

Western Digital stock drops again as AI-storage rally unwinds — what traders watch next

NEW YORK, January 8, 2026, 18:52 EST — After-hours Western Digital (WDC.O) shares were down 6.1% at $187.68 in after-hours trading on Thursday, after swinging between $180.70 and $201.78 during the session. Seagate Technology (STX.O) fell 7.7%, while SanDisk (SNDK.O) and Micron Technology (MU.O) slid 5.3% and 3.7%, respectively. The two-day pullback has tested a trade that ran hot at the start of the year, with investors treating storage and memory names as spillover plays on artificial intelligence infrastructure spending. “While AI is still hot, there are going to be winners and losers,” said Art Hogan, chief market strategist at
9 January 2026
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Dell (DELL) stock slips after CES “AI PC” reality check; here’s what traders watch next

Dell (DELL) stock slips after CES “AI PC” reality check; here’s what traders watch next

New York, January 8, 2026, 14:39 EST — Regular session Dell Technologies Inc (NYSE: DELL) shares fell 1.3% to $118.46 on Thursday afternoon after dipping as low as $114.79, a slide of about 4.4% at the session trough. The tech-heavy Invesco QQQ ETF was down about 0.8%, while PC rival HP Inc rose about 3.2%. The moves matter now because the PC industry has leaned on “AI PCs” — laptops with neural processing units (NPUs) meant to handle some AI tasks on the device — to spark a new upgrade cycle. Investors have also started to separate AI winners from
8 January 2026
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Western Digital stock slides again after CES AI-storage rally — what traders watch next

Western Digital stock slides again after CES AI-storage rally — what traders watch next

New York, January 8, 2026, 11:31 EST — Regular session Western Digital Corp (WDC) shares fell about 9% on Thursday, extending a sharp pullback in storage names after this week’s CES-driven jump. The stock was down 8.6% at $182.63 after opening above $200. The swing matters because Western Digital, a maker of hard-disk drives — spinning disks used for bulk data storage — has become a quick way for traders to express views on the AI data-center buildout. After two sessions of big moves, some investors are starting to ask how much of the storage boom is already in the
8 January 2026
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Stock Market Today

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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