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AI Trends News 31 December 2025 - 4 January 2026

Micron stock jumps 10% on Bernstein target hike as AI-memory bets carry into 2026

Micron stock jumps 10% on Bernstein target hike as AI-memory bets carry into 2026

NEW YORK, Jan 4, 2026, 09:29 ET — Market closed Micron Technology, Inc. shares ended Friday’s session up 10.5% at $315.42, after Bernstein SocGen Group raised its price target on the memory-chip maker to $330 while keeping an “outperform” rating. Investing The move matters now because Micron’s earnings are highly sensitive to memory pricing, and Wall Street is leaning into a view that the next leg of the price cycle is being driven by AI data-center buildouts rather than the usual PC and smartphone refresh. Investing A double-digit gain on the first trading day of the year also sets a
4 January 2026
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Dow, S&P 500 snap losing streak as chip and AI stocks kick off 2026 with a rally

Dow, S&P 500 snap losing streak as chip and AI stocks kick off 2026 with a rally

NEW YORK, Jan 3, 2026, 17:26 ET The Dow and S&P 500 ended higher on Friday to start 2026, snapping four-session losing streaks as semiconductor shares rallied, while the tech-heavy Nasdaq finished fractionally lower. Investopedia The early tone matters because U.S. equities enter the new year after a three-year run of strong gains, with investors looking for signs that demand for AI-linked trades can broaden beyond a narrow group of winners. It also comes as traders brace for a busier data calendar and new policy risks, after a muted holiday stretch that left markets prone to sharp moves on thin
3 January 2026
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Applied Digital stock jumps nearly 15% as AI risk appetite returns; APLD earnings loom

Applied Digital stock jumps nearly 15% as AI risk appetite returns; APLD earnings loom

NEW YORK, January 3, 2026, 15:41 ET — Market closed Shares of Applied Digital Corporation (APLD) jumped 14.6% on Friday to close at $28.11. The rally tracked a broader rebound in risk appetite on Wall Street, where chipmakers led gains and the Philadelphia Semiconductor Index rose 4% on the first trading day of 2026. Reuters The move puts extra weight on Applied Digital’s next quarterly update, with the company scheduled to host its fiscal second-quarter earnings call on Jan. 7 at 5 p.m. ET. Applied Digital Corporation Last week, the Dallas-based company said it would spin out — separate into
3 January 2026
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Oracle stock today: ORCL edges higher to start 2026 as AI spending stays in focus

Oracle stock today: ORCL edges higher to start 2026 as AI spending stays in focus

NEW YORK, Jan 3, 2026, 10:20 ET — Market closed Oracle Corp shares ended Friday up $0.80, or 0.4%, at $195.71, a modest gain on Wall Street’s first trading day of 2026. The move matters because Oracle is still being priced as a high-stakes cloud buildout story: investors want proof that fast-growing artificial intelligence demand can translate into durable cash generation. Oracle’s recent results underscored that tug-of-war, pairing rapid cloud growth with elevated investment needs. Oracle With U.S. equity markets closed for the weekend, traders are looking ahead to near-term calendar items — including Oracle’s January dividend timetable — for
3 January 2026
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Broadcom stock edges up as chip shares rally to start 2026; AI valuations back in focus

Broadcom stock edges up as chip shares rally to start 2026; AI valuations back in focus

NEW YORK, Jan 3, 2026, 09:49 ET — Market closed Broadcom Inc. shares rose 0.44% on Friday to close at $347.62, lagging a broad chip-sector rebound in the first U.S. trading session of 2026. MarketWatch U.S. markets are closed on Saturday, leaving investors to weigh whether Friday’s semiconductor surge marks a durable turn after late-December volatility. The Philadelphia SE Semiconductor index, a widely watched gauge of U.S. chipmakers, jumped 4% on Friday. Reuters That backdrop matters for Broadcom because the stock has become a bellwether for infrastructure spending tied to artificial intelligence, where investor enthusiasm can swing quickly with rates
3 January 2026
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Microsoft stock forecast 2026: Wall Street sees 30% upside as AI spending payoff comes into focus

Microsoft stock forecast 2026: Wall Street sees 30% upside as AI spending payoff comes into focus

NEW YORK, January 2, 2026, 08:12 ET Wall Street analysts are starting 2026 bullish on Microsoft (MSFT), with TipRanks showing a “Strong Buy” consensus and an average price target of $631.36 for the shares. The target implies 30.6% upside, TipRanks data show. TipRanks The optimism matters now because investors are demanding proof that heavy spending on artificial intelligence, or AI, can translate into profit growth. Microsoft is a bellwether, selling AI through Azure — its cloud-computing platform — and through productivity subscriptions used across corporate IT budgets. Markets have also shown they can turn quickly after a strong year. U.S.
2 January 2026
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Apple stock forecast for 2026: Can AAPL reach $350 as AI questions linger?

Apple stock forecast for 2026: Can AAPL reach $350 as AI questions linger?

NEW YORK, January 1, 2026, 16:56 ET Wedbush Securities analyst Dan Ives kept a $350 price target on Apple and listed the iPhone maker among his top five artificial-intelligence picks for 2026. “The elephant in the room remains the invisible AI strategy,” Ives wrote, saying Apple’s installed base of 2.4 billion iOS devices and 1.5 billion iPhones gives it leverage if it accelerates AI efforts. Business Insider The call lands as investors reset positions after U.S. stocks logged another year of double-digit gains, helped by enthusiasm around AI-focused names despite tariff uncertainty. The S&P 500 rose 16.39% in 2025, the
1 January 2026
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Alphabet stock forecast for 2026: Wall Street lifts targets to $385 as AI search meets a spending test

Alphabet stock forecast for 2026: Wall Street lifts targets to $385 as AI search meets a spending test

NEW YORK, January 1, 2026, 16:51 ET Citizens Financial Group analyst Andrew Boone lifted his 12-month price target — an estimate of where a stock could trade — on Alphabet to $385, implying about 22% upside from Tuesday’s close. “We view AI search as a tailwind near term for query growth,” Boone wrote in a research note. TD Cowen’s John Blackledge and Evercore ISI’s Mark Mahaney also carry bullish ratings, with price targets of $350 and $325, respectively, Barron’s reported. Barron’s The new calls land as Alphabet heads into 2026 after a roughly 65% jump in 2025, a major driver
1 January 2026
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Microsoft stock today: MSFT ends 2025 lower as traders shift focus to AI and January earnings

Microsoft stock today: MSFT ends 2025 lower as traders shift focus to AI and January earnings

NEW YORK, January 1, 2026, 09:30 ET — Market closed Microsoft Corp shares fell 0.8% to $483.62 in the final trading session of 2025 on Wednesday. The Wall Street Journal With U.S. markets closed on Thursday for New Year’s Day, investors are using the break to reset positions ahead of Friday’s reopen and a data-heavy start to January. Yahoo Finance The stock’s late dip mattered because Microsoft is one of the biggest weights in U.S. tech benchmarks, and its move helped pull the sector lower as the Nasdaq slipped 0.76% and the S&P 500 fell 0.74%, Reuters reported. Thin holiday
1 January 2026
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Reddit stock slips late as insider sale disclosure and AI-search thesis stay in focus

Reddit stock slips late as insider sale disclosure and AI-search thesis stay in focus

NEW YORK, December 31, 2025, 3:56 PM ET — Regular session Reddit shares slipped 1.5% to $229.89 in late trade on Wednesday, extending a choppy finish to the year for U.S. growth stocks. The move matters now because trading has thinned into year-end, which can exaggerate price swings, and investors are parsing what artificial intelligence-driven search could mean for platforms that depend on attention and advertising. Reuters For Reddit, those cross-currents are landing alongside new insider-trading disclosures and fresh analyst commentary on how often the company’s content is surfaced by AI chatbots and search tools. A U.S. Securities and Exchange
31 December 2025
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Reddit stock (RDDT) slips after CTO share-sale filing; traders weigh AI-citation thesis

Reddit stock (RDDT) slips after CTO share-sale filing; traders weigh AI-citation thesis

NEW YORK, December 30, 2025, 21:26 ET — Market closed. Reddit, Inc. (RDDT) shares slipped 0.55% on Tuesday to close at $233.36 after a regulatory filing showed its chief technology officer sold shares. The pullback landed in a holiday-thin stretch of trading, when fresh headlines can move growth stocks more than usual. Investors are also trying to pin down whether Reddit can turn its growing role in AI-powered search and chatbots into steadier advertising and data-licensing revenue. Needham reiterated a Buy rating and a $300 price target on Monday, pointing to what it described as Reddit’s “AI citation dominance” —
31 December 2025
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Caterpillar stock today slips after hours as AI data-center power demand stays in focus

Caterpillar stock today slips after hours as AI data-center power demand stays in focus

NEW YORK, December 30, 2025, 7:46 PM ET — After-hours Caterpillar Inc (NYSE:CAT) shares were down about 0.2% at $577.39 in after-hours trading on Tuesday, a small move that followed a narrow regular-session range. The stock traded between $575.68 and $580.95. The muted move still matters into the final U.S. trading day of the year because Caterpillar has become a crowded way to express two themes at once: demand for heavy equipment tied to construction and mining, and a newer wave of spending on power equipment for artificial intelligence, or AI, data centers. Year-end liquidity is thin, which can amplify
31 December 2025
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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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